Quick Start
Variant Price Summary
| Variant | Cost (KES) | Selling Price (KES) | Margin (KES) | Margin % |
|---|
Quote Details
Cost Rules Override
Leave blank to use global settings defaults.
Optional Extras
Enter quantities for any optional extras to include.
Cost Reports
Run a quote to generate cost reports.
PO Schedule
Run a quote to generate the PO schedule.
Product Variants
| # | Variant Name | Core Cost (KES) | Selling Price (KES) | Items w/ Qty | Actions |
|---|
BOM Item Database
| Item ID | Category | Description | Unit | Rate (KES) | Section | Formula | Supplier | Actions |
|---|
Installation Labour Sub-items
These 30 sub-items calculate the total for INS-01. Rates are global. Quantity drivers use installation dimension variables (INS_01–INS_10) or BOM item quantities.
| Sub-item # | Description | Rate (KES) | Unit | Quantity Driver | Actions |
|---|
Suppliers & Subcontractors
Suppliers and subcontractors referenced by BOM items. Used for PO Schedule and LPO generation.
| Name | Address | Contact Person | Phone | PIN / Tax ID | Payment Terms | VAT Reg. | Actions |
|---|
Customers
Customer contact records. Select a customer on the Generate Quote page to auto-fill client details.
| Name / Company | Address / Location | Contact Person | Phone | PIN / Tax ID | Notes | Actions |
|---|
Saved Quotes
Quotes saved from the Generate Quote page. Load a quote to restore all inputs, or duplicate to create a variation linked to the original.
| Ref | Status | Pricing | Variant | Client | Date | Total (incl. VAT) | Actions |
|---|
Sales Orders
Quotes accepted by clients. These records are locked and read-only. Use the action buttons to access the Consumption List or PO Schedule for each order.
| SO Ref | Variant | Client | Date Accepted | Total (incl. VAT) | Actions |
|---|
Global Cost Rules
Company Details
Appears on all printed outputs: cost sheets, sales quotes, LPOs and works orders.
Category → Sales Bucket Mapping
Defines how BOM categories roll up in the Sales Quote.
| BOM Category | Sales Bucket |
|---|
Quote Terms & Conditions
Displayed at the foot of all customer-facing sales quotations (Detailed and Summary). Use the company name and standard legal language.
Payment Terms
Selectable options shown on the quote form. The selected term is printed on all customer-facing reports.
💾 Save to Portable File
Downloads a new copy of this HTML file with your current data baked in. Open the downloaded file in any browser — no import step needed. Use this whenever you want to transfer your work to another device or browser.
Export JSON Backup
Download all data (variants, items, installation labour, suppliers, settings) as a JSON backup file. Use this to transfer data between browser instances or as a periodic backup.
Import Data
Restore from a previously exported JSON backup. This will replace all current data.
Reset to Factory Defaults
Resets ALL data back to the original Jengatek V3 spreadsheet values. This cannot be undone.