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Products tab
The Products tab of a quotation contains the list of the products included in a quotation.
To learn more about the Products tab fields, see the following table:
| Field | Description |
| Product | A product name. The product list is based on the Products catalog. |
| Variant | A product characteristic. For example, color or size. You can specify a variant if accounting by variants applies to the product (the Variants checkbox is selected on the product card). The variant list is based on the Product variants catalog. |
| Quantity | The number of product units. |
| Unit | A product unit of measure. By default, it is populated from the product card. If the product comes in various units, you can select another unit. This recalculates the product price according to the conversion rate specified for the product unit. |
| Price | A product price. It is populated from the product's Prices list (available from the product card) if this list contains a price with the type matching the price type selected in the Prices field of the quotation's Prices and currency settings. You can edit the populated price. |
| Discount % | A fixed percent of discount applied to a product price. By default, it is populated from the quotation's Prices and currency settings. You can edit the populated percent. The Discount % field is available if the Use manual discounts checkbox is selected in Settings > Sales. For details, see Managing manual discounts. |
| Automatic discount % | A percent of the automatically calculated discount. It is applied to a product price. To fill in the percent, click Apply discounts. If the qoutation matches the conditions of an automatic discount from Sales > Discount types, the discount percent is automatically calculated and applied. The Automatic discount % field is available if the Use automatic discounts checkbox is selected in Settings > Sales. For details, see Managing automatic discounts. |
| Amount | The total amount to be paid for the specified number of product units. It is calculated automatically according to the specified product price and discounts. This amount is before VAT if the price type is tax-exclusive (the Tax category is Domestic rates VAT and Tax-inclusive prices checkbox is cleared the quotation' s Prices and currency settings. |
| Taxable | Indicates whether the sales tax is applied to a quotation line. Select the checkbox if you need to add the sales tax amount to the total quotation amount. The checkbox is available if the company's accounting policy states that the sales tax is applied to the company's sales transactions (the Registered for a sales tax permit checkbox is selected on the Finance tab). |
| Tax | The VAT rate and amount. If available, the VAT rate is populated from the VAT rate field of the product card. You can change the populated VAT rate manually. The Tax field is available if Tax category is Domestic rates VAT in the quotation's Prices and currency settings. |
| Total | The total amount to be paid for the specified number of product units. This amount is after VAT. The Total field is available if Tax category is Domestic rates VAT in the quotation's Prices and currency settings. |
| Project / Project phase | A project or project phase that the transaction lines recorded by this document are related to. The field value is populated to documents generated from this document if they have the Project / Project phase field. The field value can be used for recording and tracking income and expenses by project or project phase. This applies if the Track income and expenses by project phase checkbox is selected in the project settings. To learn how to select a project or project phase, see Project selection tool. The field is available if the following conditions are met:
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All the amounts are in the currency specified in the quotation's Prices and currency settings, in the Document field of the Currency section.