This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
Looking for labour? Labour is now a recipe-level mechanic — see Recipes for the full breakdown of modes, design-type defaults, and per-recipe overrides.
Quotation adjustments
Adjustments are extra line items that modify the total of a quotation group. They’re useful for anything that isn’t a recipe item but still affects the price, like a discount for a loyal client, a delivery fee, or a setup surcharge. Each adjustment has a title, a kind (Discount or Surcharge), a scope, a basis (Amount or Percent), and a value. Drag the handle to reorder them; adjustments stack in the order you set, and changing the order can change the final figure.Adjustment scope
Scope controls which part of the group the adjustment applies to.- Products — only the recipe items in the group.
- Labour — only the labour portion of the group.
- Hire — only the hire items in the group.
- All (pre-tax) — everything in the group, applied before tax.
- Grand Total (post-tax) — applied to the post-tax total of the group.
Show on quote
Each adjustment has a Show on quote toggle. When it’s on, the adjustment appears as a named line on the proposal so the client can see what’s been added or discounted. Turn it off for internal-only adjustments — for example, a margin-protection surcharge you don’t want the client to see itemised.VAT on a surcharge
Give a surcharge its own Tax Rate when it’s taxed differently to the flowers it sits beside, such as a delivery fee on a zero-rated funeral order. Pick the rate from the surcharge’s own row. The field appears on surcharges at every scope except Grand Total (post-tax), where the total is already taxed. You’re charged tax once, on the amount the surcharge adds. Add a £20 setup surcharge at 20% and the quote goes up by £20 plus £4 of VAT, with nothing else on it moving.Open an event carrying a surcharge with its own tax rate and the total reads lower than it did before. The figure on screen now matches the tax due on that surcharge. Check any of those events where the balance is still to be invoiced, and tell your client if the amount you quoted has moved.
Stacking order
Adjustments apply in the order you set, top to bottom. A 10% discount followed by a £20 surcharge produces a different total to the same two adjustments in the opposite order. Drag the handle on each row to reorder them.Seating configuration
Each quotation group can include a seating setup, useful for reception and dining sections. For each table type you can set:- Type (Round, Trestle, Sweet Heart, Top Table, Cocktail, or Other).
- Quantity of that table type.
- Seats per table.
- Optional notes.
How totals are calculated
Group totals add up the recipe items, labour, hire items, and adjustments in that group. Hide a group and nothing in it counts, adjustments included. Mark a single item Not currently included and it drops out of the group total on its own. See How each item is used.Common questions
Can I apply a discount to just one item instead of the whole group?
Can I apply a discount to just one item instead of the whole group?
Not directly. Adjustments apply at the group and scope level, so they affect every item that falls under the chosen scope. To change the price of a single item, lock its price in the quotation builder and type the figure you want.
Do adjustments show up on the client's proposal?
Do adjustments show up on the client's proposal?
By default, yes. Each adjustment has a Show on quote toggle. When it’s on, the adjustment appears as a named line on the proposal so the client can see what’s been added or discounted. Turn it off for internal-only adjustments.
Where do I set labour now?
Where do I set labour now?
On the recipe. Labour is a recipe-level setting with three modes (percentage of retail, percentage of cost, or fixed amount) and an optional default from the design type. See Recipes.
Why has the total on an event with a surcharge changed?
Why has the total on an event with a surcharge changed?
A surcharge that carries its own Tax Rate is taxed once, on the amount it adds, so the total on an event holding one reads lower than the figure you last saw. Check any of those events where the balance is still to be invoiced. See VAT on a surcharge.
Can I have more than one adjustment on a group?
Can I have more than one adjustment on a group?
Yes. Add as many as you need, each with its own kind, scope, and value. They stack in the order you set them — drag the handles to reorder.
What’s next?
Quotation Builder
Organise your quote into groups, add items, and set pricing.
Recipes
Build ingredient lists and configure labour per recipe.
Proposals
Turn your quotation into a proposal and send it to the client.
Templates
Save and reuse quotation layouts for common event types.