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Price book changes and estimates already sent

Price changes are versioned, dated and approved. Sent estimates keep the prices they were sent with.

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Changing a price in the book never changes a sent estimate. Each estimate carries the prices it was sent with until its validity date.

  • A price change is a new version of the book, dated and approved, with who set it and when.
  • Supplier price lists are imported weekly; changed costs are flagged with the effect on your margin. You raise your price or accept the lower margin.
  • After an estimate expires, Requote creates a new version at today’s supplier prices in one step.