Not every customer offer can be put together entirely from products and components. Especially when it comes down to the final round of creating an offer, individual requests often show up – extra services, special discounts, or costs that aren't standard in the catalog. In Leadtime, these cases can be handled easily with manual items and discounts.
With manual items, you can add one-off services that aren't in the product catalog. Head over to the Configuration section and go to Overview and open the Manual items tab. With Add item, you define name, category, description, and price. New categories can be created right in the dropdown. The saved item then shows up in the offer overview and is listed in the document.
Discounts can be applied to individual products, manual items, or optionally to the total amount. Open the desired item and select Add discount. Decide between fixed amount and percentage value. Leadtime calculates the deduction automatically. Discounts are documented and shown transparently.
After making changes, you should create a new version. To do this, in the Configuration area, click Create version, give it a title, and save. Changes are logged automatically. Offer documents are always based only on saved versions.
Go to the Documents section and create a new offer document. Pick type, status, title, and contact person. With Save & Download you'll export the document as a Word file. All the changes you've made will be in there.
To part 9 of the workshop: Generate requirements specification (Workshop Part 9)
