Quantity or Lump Sum: How a Product Is Priced

Every product on a quote is priced one of three ways: per unit, as a lump sum, or hourly with a not-to-exceed cap. This article explains what each means, where a product’s way comes from, and how to change it on a quote.

On the quote	The price means	Subtotal	On the customer’s paper
per unit	The price of one unit	Price × quantity	Price, quantity and subtotal
lump sum	The whole amount	The price	Price and quantity blank; the amount under Subtotal
hourly, NTE	Billed hourly, up to a cap: the price is the cap	The cap	“Hourly, not to exceed” and the cap

A red box is a value the row still needs. A quote with any row still waiting for its quantity, or with no way chosen, has no total until someone answers.

Nothing guesses it. When a product lands on a quote, it takes the first of these that has an answer:

1. Its Standard fee. An admin sets it under Admin → Products, on the product’s page: the fee and one of per unit, lump sum or per hour. The way is saved with the fee; a fee cannot be saved without one.
2. The worksheet. When Quote Generator builds the quote from an opportunity, a product with no fee but a role and hours is priced as hours × the role’s rate, and says from the worksheet. It is per unit when the product was counted, and a lump sum when it was not.
3. Nobody. The row waits and names itself, and the quote has no total until someone chooses.

When Quote Generator builds a quote from an opportunity and a per-unit product has no count, it starts at 1. A quote built from a NetSuite project template takes the way from the product’s Standard fee too, with the template’s count when it gives one.

• The word under a product’s price is its current way. Click it to switch between per unit and lump sum. The amount stays; what it means changes, so the Subtotal moves.
• Type a quantity and the row is per unit, with that count. Switching to per unit leaves the row waiting for one.
• Clearing the quantity does not make a lump sum. The row waits, showing qty in red, and the quote has no total.
• A quantity must be more than zero: “to price this as a single amount, choose lump sum instead”.
• Switching to lump sum removes the quantity and its minimum.

On a per-unit row the customer can choose how many at signing. Click the row to open its worksheet:

• Minimum at signing: the least the customer may take, a whole number of 1 or more, and never above the row’s quantity. The paper prints it under the price, for example “minimum 3 site visits”.
• Customer counts in: what one unit is called to the customer, such as site visits. your default means it came from your fee standards.

On the link, the customer can change the count up or down, but not below the minimum. There is no maximum.

GrndCtrl chat reads the Help Center. Ask it, for example, how quantity or lump sum is decided, and it answers from this article and can show its screenshots.

A product is still waiting for its quantity, or has no way chosen. Find the row with the red box, then type a quantity or choose lump sum.

It is below the row’s minimum at signing: “lower the minimum on the worksheet first”.

The row needs to be per unit with a quantity: “set the quantity first”. A minimum above the quantity is refused too, because the quantity is the customer’s default count.

• Quote Generator Help
• Who Can Do What on a Quote
• Product Families: Where the Names Come From
• Optional Units and Lines
• Creating Quotes with Quote Generator