CELVENO guides

Organising purchase prices, selling prices and margins in quotes

A quote shows the customer selling prices. Internally, the business also needs purchase prices, costs and margins. Keep these two views clearly separate.

Guides · CELVENOPractical guidance
In this article
1Purchase price: the internal cost basis
2Selling price: the offered price
3Margin: the commercial view
4Use a catalogue for consistent costing

Purchase price: the internal cost basis

The purchase price is an internal costing value. It may vary by item, supplier and date, so it should be maintained centrally when reused regularly.

Selling price: the offered price

The selling price is the price offered to the customer. Avoid simply copying it from an old quote if costs or pricing strategy have changed.

Margin: the commercial view

Margins help assess whether a quote is commercially viable. They do not automatically belong in the customer document.

Use a catalogue for consistent costing

A company catalogue lets you maintain purchase prices, selling prices, units and item data centrally and reuse them in quotes. CELVENO shows internal costs and margins in the workspace, not in customer PDFs.

Put it into practice

A quick check before sending.

  • Correct customer, project and current revision?
  • Services, quantities and units complete?
  • Selling prices, options and total reviewed?
  • Validity, dates and terms clear?
  • PDF checked from the customer’s perspective?
Compare internal costing with the customer view →
Note

CELVENO guides provide general practical information and do not replace individual legal, tax or professional advice.

Keep your quoting process structured and centralised.