Deal Composer

The Deal Composer gathers the deal's items in one place – awarded supplier quotes and your own items – and works out the cost, the selling price and the margin.

You find the Deal Composer on the deal's page, below Requirements and RFQs.

Where do items come from?

• When you award a supplier quote for a requirement in the Compare Quotes window, its items land here with their purchase price.
• Add item adds your own service or any other item (description, category, quantity, unit, cost, markup %, VAT %).

Pricing

Items are grouped by category. On each row you can change the description, quantity, unit, cost and Markup %; the selling price follows from these. New items start with the category's default markup, which you set under Settings → Deal Categories.

The totals are at the bottom: Total cost, Total sell (net), Margin, Margin %. Click Save to store your changes; the system also saves on its own after a short while.

If the selling total gets close to the deal's value, or the margin is too low, a warning appears at the top of the card. Optimize for Budget asks the AI for ideas on adjusting costs or markup.

You prepare the customer quote on the Quotes page, or start one from the deal page with Actions → Quote.