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.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. Hidden groups and hidden items are excluded from the totals the client sees on their proposal.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.
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.