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Opportunities

Opportunity Items, pricing, discounts, and VAT

Items lines, prices, taxes, discounts, and PDF options.

Last updated 13 days ago

The Add Items section of the Opportunities form is intended for the lines of the prospective quote. Select the Item or service, and specify the quantity, price, VAT, discount, warehouse, and—if necessary—a description. The line amount is calculated based on the entered values.

Working with lines

  1. Find the product in the selection field or select an Item set.
  2. Check the code, name, and description.
  3. Specify the warehouse, quantity, unit price, and VAT.
  4. If applicable, enter a percentage or fixed-amount discount.
  5. Check the subtotal, discount, VAT, and total amount. If prices including VAT, discounts, or multiple different VAT rates are used, verify the final amount in the generated document.

If the planned value is calculated from the lines, re-check the Opportunities header value after making changes. In some implementations, lines can be grouped, images and technical specifications added, quantities reserved, or sub-lines managed; These are optional features.

Price and PDF Options

Additional settings may include:

  • Calculate total amount;
  • Unit price entered with VAT;
  • Show price after discount in PDF;
  • Show discount in PDF;
  • Show only total amount in PDF;
  • Show product photos or codes in PDF;
  • Do not show price or quantity in PDF.

These options alter the document's appearance; therefore, before sending it to the client, open the generated document and verify the figures. Text fields above or below the lines allow for the quick insertion of frequently used terms.

Importing Lines

In the current record, select Actions → Import lines. Upload a supported spreadsheet file, specify whether the first row contains headers, map the file columns to Hanna fields, and choose whether to append to or replace existing lines. Check the preview before confirming; this action may affect values ​​and taxes. Since the import can either add to or replace existing lines, verify the number of lines, quantities, prices, VAT, discounts, and the projected value afterward.

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