Line items represent the products and services to be delivered to the customer under this proposal. They are typically organized as requested by the customer in their RFX documents, with product or service/description, quantities, dates and prices specified for each contract or priced line item.

Priced line items for manufactured parts will often have a bill of material or indentured part structure associated to each line item, to support costing using the material estimating application.

To edit priced line items, open or create a proposal and click on the LINE ITEMS tab.

1. Click the + to add or - to delete an existing priced line item
2. Select or enter the product or service this priced line item is for. You can create new products or not select a product at all if required
3. While the priced line item description defaults to the product or service text, you can edit the description freely here. Text is required particularly if product is not specified
4. Enter the quantity of this line item to be delivered to the customer. The unit of measure is set in the product or service master. You have an option to enter multiple deliveries on different dates if requested by the customer (see line item popup details below)
5. Enter the unit price this line item is sold for. The net total price is calculated as quantity multiplied by unit price. Unit prices can come from:
   • A product or service master price when the product or service is fairly simple as if sold from a catalog
   • Cost plus a margin where the cost is based on assigned basis of estimate (BOE) WBS costs plus a predetermined margin
   • Set manually by the user (margin is then calculated as price minus estimated cost)
   • Unit and total prices do not have to be maintained in the proposal line items at all; it is optional
6. Enter the approximate date when this priced line item should be delivered to or ready for the customer. This in turn affect the billing miltestones
7. Select one or more WBS elements for each priced line item in the popup
8. Phases, if used, can be assigned to each priced line item
9. Click on the "edit pencil" icon to edit the priced line item details, in a popup
10. Items can be marked as "optional" by checking this box. Optional items are costed separately from the rest of the proposal, so if the same part number appears on two or more separate line items depending on which ones are optional:
    • All items for the same part-number which are not optional are grouped together for costing and lot-size or quantity-rule purposes
    • Optional items are each treated or managed individually for costing and lot-size or quantity-rule purposes. If there is more than one optional item for the same part code each optional item is costed independently of the other optional items

If you want to group together multiple items and cost them as a single optional block, then create an optional phase and assign all the items to that phase without checking the optional-checkbox in this item list

To enter or edit details of a priced line item, double-click on the item or on the pencil icon:

1. Select a different product or service, and base unit of measure, before editing the delivery quantity
2. Unit price (the price to the customer for one item) vs. extended or total price are calculated next. Extended price is unit price times quantity
3. Optionally enter a discount % (reduces the cost), handling % (increases the proposal bid), freight cost (increasing the proposal cost) or tax (which reduces the proposal margin). Note that:
   • Amount post-discount is extended price - discount
   • Amount post-handling is ( extended price - discount ) + handling fee
   • Amount post-freight is ( ( extended price - discount ) + handling fee ) + freight
   • Amount post-tax is ( ( ( extended price - discount ) + handling fee ) + freight ) + tax
4. The net total price is calculated as the unit price - discount % + handling fees + transportation fees + tax. A better example is shown below
5. The final delivery date is the same as the due date in the line item table, shown above

1. In this example you can see the net price is $539,055 calculated as ( ( ( $450,000 - 10% discount ) + 10% handling ) + 10% freight ) - 10% tax
2. If the product or service is a long-term lease or subscription you can check the "Lease or Subscription" box and then select the start and end of the lease or subscription period, the term and the monthly cost. The extended price is calculated from number of months times unit price times quantity per month now instead of simply unit price times quantity
3. Click on the REMARKS tab to enter detailed remarks for the priced line item. The same can be accessed from the speech bubble in the item list
4. Click on the WBS tab to assign or allocate costs from one or more WBS elements to this priced line item for profitability analysis
5. Click on the BILLING tab to view or edit the billing milestones for this single line item

1. Click on the DELIVERIES tab if you can to split up the priced line item into several deliveries spread over time for cash-flow purposes
2. Click the + to add a new scheduled delivery, - to delete
3. Enter the quantity and date. It is up to the user to make sure that the sum of scheduled deliveries matches the total quantity of the priced line item. The priced line item quantity is adjusted to match the sum of scheduled deliveries if not