Pricing Dashboard

Customer → sites → products → commercial terms → approval → PDF.

Workspace: My Quotes

Quote Header

Project / Job Code Customer · Lead / Issuing TerritoryFor multi-country quotes this controls the issuing Neptune entity; each site selects its own country. Quote Type Multi-Country Quotation (USD)Use one USD quotation across several countries. Each site uses the selected country's vendor cost and tax rules. Status Customer Address Contact Name Contact Email Sales Representative Engineer Quote Date Service Start Date Term (months) Validity (days)

Commercial Controls

Vendor / Price Book Currency FX Rate vs USD Pricing Basis Default Cost Markup %Used for hardware, implementation and the cost-plus pricing basis. Additional Markup over Book %Used only when Pricing Basis = Book Price + Markup. Target Gross Margin % Engagement Rental Recovery (months)Maximum period over which Rental equipment is recovered. NCJL Owned Lease % of RentalLower monthly asset-use charge for NCJL-owned equipment; administrator default is configurable. Deposit Months Upfront Deposit %

Advanced / Project-Wide Costs

Other Project-Wide Internal Cost (USD)Optional catch-all for a cost that cannot be assigned to a specific site, e.g. project-wide permits or travel. This is not a direct field from the original Pricing Control Sheet; it corresponds only to the original workbook's general “Other Costs” consideration and should normally remain 0. Legacy Hardware Shipping %Compatibility fallback only. For current quotes, Freight / Shipping should be maintained by Country + Kit under Country Implementation Rates. Leave this at 0 unless a migrated quote specifically requires the old percentage treatment. Legacy Hardware Import / Duty %Compatibility fallback only. For current quotes, Customs / Import should be maintained by Country + Kit under Country Implementation Rates. Leave this at 0 unless a migrated quote specifically requires the old percentage treatment.

Site Configuration

Each site is priced independently and then rolled into one quote.

SearchCountryProductKit

#	Site	Address	Country	Product	Kit	Equipment Terms	Static IPs	Commercial Treatment / Advanced

Commercial treatment: equipment supports Customer Owned, Recurring, One-Time Charge, Rental and NCJL Owned. Installation/activation are set per site. CSV shorthand is supported: product values such as 500gb, 1tb and equipment values such as standard or mini are resolved to the matching master-data records. Multi-country imports should include a country column. Ambiguous matches are rejected rather than guessed. Advanced Pricing / Hardware remains optional.

Sites0

Monthly Revenue0

One-Time Revenue0

Contract Value ex Tax0

Gross Profit0

Deal Gross Margin0%

Deposit Required0

Approval—

Site Profitability

GP uses all contract revenue ex tax less costs allocated/consumed in the quoted contract. Residual asset value is carried forward, not charged against current-contract GP.

Customer Charges & Site Profitability

Each site is shown as a multi-line card so product descriptions and commercial terms wrap without overwriting financial columns.

Internal Equipment Economics

Asset economics separate cash outlay from contract GP. Rental/NCJL Owned cost is allocated over the recovery period; residual value remains for future renewals.

#	Site	Asset Cost	Cost Allocated Before Quote	Cost Allocated This Contract	Residual Value After Contract	Capital Outlay This Quote

Saved Quotes

Select 2–6 quotations for side-by-side commercial comparison. Comparison is read-only and does not alter historical quotes.

Current workspace: —

SearchTerritory / ScopeTypeStatus

	ID	Project	Customer	Scope	Quote Type	Status	Approval	Checked Out By	Updated

Customer / Site Master

Workspace-local customer and installed-site records. Reuse these records for renewals, upgrades and downgrades without retyping hardware lifecycle information.

SearchTerritory

Customers

Customer	Territory	Contact

Installed Sites

Select a customer.

SearchCountryProduct

Site	Country	Product	Kit / Serial	Installed	Original Cost	Recovery

Admin / Master Data

Update price-book data without changing application code. Finalized quotes retain snapshots. Historical master records should normally be deactivated rather than deleted.

User Management

Create and deactivate user profiles, assign roles, and initialize each user’s SharePoint-friendly quote workspace. Usernames are short names, not email addresses.

Central data root: —

Roles: Sales Rep = own workspace; Sales Manager = cross-user quotes/approvals; Pricing Admin = master pricing + cross-user access; System Admin = all functions including user management.
SharePoint: application roles do not replace SharePoint folder permissions. Restrict MasterData write access to Pricing/System Admins and each UserQuotes\username folder to that user plus managers/admins.

SearchRoleStatus

Username	Name	Email	Team	Role	Active	Last Login	Workspace

Neptune Pricing Tool

Pricing Dashboard

Saved Quotes

Customer / Site Master

Admin / Master Data

User Management