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Quotation Tool CRM
Development Updates

Pricing engine rework: dynamic margins, format-aware costs, and weight-based freight.

April 22 - April 28, 2026

Section

New Features &
Enhancements

Pricing summary, margin controls, normal loss, and freight calculations all overhauled.

Major Enhancement

Format-Aware Pricing Calculation

  • Dynamic Architecture -- Migrated the pricing summary from a rigid 32% flat margin to a format-aware engine that adapts to each product type.
  • Dosage Format Type Selector -- Switch between bulk pieces, weight, or bottle-based pricing on a per-quote basis.
  • Target Profit per Unit -- Aligns the tool with the Excel model sheet; the system auto-computes the final customer price to hit the exact dollar-per-unit target defined in the 5k / 10k / 20k tiers.
  • Labor Components Corrected -- Labor now scales accurately by total units (pieces or weight) instead of bottle count.
Excel model: Liquids/Capsules/Tablets/Powders with MOQ, Labor cost, and 5k/10k/20k target margins
Pricing Summary with Dosage Format Type selector, Gross Margin Options, and Final Pricing driven by Target Profit per Unit
New Feature

Custom Margin Selection

  • Manual Margin Control -- A new Custom Margin option allows pricing teams to set the gross margin manually instead of relying solely on the auto-calculated value.
  • Specialized Products -- Apply precise price adjustments for deals, customers, or products that don't fit the standard tier model.
  • Always Available -- Custom Margin can be toggled on any quote without affecting the default behavior of other quotes.
Adjust Gross Margin modal with editable Margin A/B/C/D rows and a Current Gross Margin field
Enhancement

Normal Loss as a Percentage

  • From Fixed $ to 5% -- Normal Loss changed from a fixed dollar amount to a 5% rate applied to the total cost of ingredients and components.
  • Auto-Scaling -- Loss now scales automatically with order size and ingredient cost, so larger quotes get an accurate loss provision without manual tweaks.
  • Still Editable -- The percentage rate remains manually editable for orders that need a different loss assumption.
Normal Loss component dialog with the Per Bottle field set to 0.05 (5%) and a Save button
Enhancement

Weight-Based Freight In

  • New Formula -- Freight In now uses a $500 base rate plus $1 per kg for shipments over 500 kg.
  • Auto-Calculated Defaults -- New quotes generate freight costs automatically from product weight, removing a frequent source of manual error.
  • Existing Entries Protected -- Manual freight values entered on existing quotes remain untouched, so historical numbers stay intact.
Component Pricing showing Freight In with an Auto-Compute tooltip: $500 base for 315 kg shipment, $0.10 per bottle
Section

Bug Fixes

Issues reported and resolved.

Bug Fix

Pricing Variation Editor Stabilized

  • Independent Deletions -- All variation rows, including Variation A, can now be deleted independently without automated re-injection.
  • Automatic UI Refresh -- Table state and edit dialogs refresh immediately after any add, save, or delete action.
  • Sort Ordering -- Variation A from Container A is permanently pinned to the official R&D quantity; all subsequent tiers are automatically sorted by quantity.
Edit Price Variations modal with Variation A pinned as MAIN at 5000 qty and Variation B at 10000 qty

What We Shipped

4 New Features & Enhancements
1 Bug Fix

Thank you.

Section

Feedback &
Feature Requests

Reported by Jamie Thygerson (R&D). For review in the meeting.

Feature Request - R&D

Vitamin / Mineral Upper Limit Warnings

Reported by Jamie Thygerson

  • The Ask -- Highlight vitamin and mineral amounts in red whenever they're set above the recommended upper limit.
  • Why It Matters -- Gives R&D an immediate safety signal so we don't accidentally formulate a product that exceeds safe daily intake.
✓
Vitamin C - 90 mg
Within recommended limit
⚠
Niacin - 50 mg
Approaching upper limit
⚠
Vitamin A - 12,000 IU
Above upper limit - flag in red
Feature Request - R&D

Don't Auto-Filter Formulator Activities

Reported by Jamie Thygerson

  • The Ask -- When opening the R&D activities page, don't auto-select the current user as the formulator filter.
  • Preferred Default -- Show all activities by default; let the user opt in to a "My Activities" filter only when they want it.
✕
Today: My Activities (auto)
Filter pre-applied on page load
↓
✓
Wanted: All Activities (default)
User opts in to "My Activities" only when needed
Feature Request - R&D

Auto-Filter Packaging Component Picker

Reported by Jamie Thygerson

  • The Ask -- When selecting a packaging component, auto-filter the picker by component type.
  • Example -- Choosing the Bottle row should only show bottle numbers; Lid row should only show lid numbers, and so on.
  • Why It Matters -- Removes a frequent source of mis-selection and speeds up component picking on every quote.
🍾
Bottle
B001, B002, B003...
🔒
Lid
L001, L002, L003...
🏷
Label
LB001, LB002...
Component Type → Filtered Picker Options
Picker shows only the relevant subset for the row being edited.