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ModulesPricing

Pricing takes your costing and produces the price you offer the customer - including markup, tax, discounts, and currency conversion when needed.

What you can do

  • Preview quote totals before sending to the customer
  • Apply markup and tax rules
  • Generate a quote document for the customer
  • Move the option to quoted or sent when ready

How to price a trip option

  1. 1

    Finish costing for the option - all important items should be linked.

  2. 2

    Open quote preview from the option or editor.

  3. 3

    Review sell price, margin, and line breakdown.

  4. 4

    Generate the quote document if you need a PDF or printable version for the customer.

  5. 5

    Set option status to quoted or sent when the customer has received it.

Tips

  • You can quote before travel dates are set - logical days are enough.
  • If the customer negotiates a discount, apply it at option level and preview again.
  • Mixed currencies: confirm exchange rates before finalising - Columbus keeps a snapshot for audit.
  • After status is quoted or sent, changing numbers may need a manager - this protects what you already promised.

Common questions

What is the difference between costing and pricing?

Costing = what you pay. Pricing = what the customer pays (cost + markup + tax).

Can I quote with incomplete costing?

You can, but margins will be wrong - best practice is to cost all major items first.

How do I send the quote to the customer?

Use the quote document from Columbus or your own template with the totals from the preview.

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