The Spend section within the quotation builder pertains to spend commitment. In some instances a spend commitment will be required from your customer to ensure that that quote is profitable for your company

For example, customer wants equipment to be supplied as part of the deal, but based on the tariff, it would not be profitable to supply the equipment.

To solve this issue and to ensure that the deal becomes profitable customers can agree to a spend commitment each month or over the course of the contract to ensure that the costs of the equipment supplied are covered by the spend commitment.


Spend Commitment Rules

Within the spend commitment feature there are 4 rules that can applied, and should be understood before creating a spend commitment entry. The fields highlighted in green are the fields that you must populate based on the selections highlighted in blue:

  • OGR: On-going revenue

  • %Term: % required over the term of the contract

Rule 1

  • If monetary value type is selected with Additional Spend (%/Term), supply value, % and term overrides

Rule 2

  • If monetary value type is selected with Additional Spend (OGR), supply value override only as % and term derived from OGR

Rule 3

  • If percentage value type is selected with Additional Spend (%/Term), supply value, % and term overrides

Rule 4

  • If percentage value type is selected with Additional Spend (OGR), supply a percentage as value override


Creating a spend commitment

Clicking Spend opens the Spend Commitments window, which allows you to select an item from the quotation, and specify details for this line. Do this by clicking the + New Spend Commitment button.

  • Item: Select the line item from your quotation that the spend commitment applies to

  • Reference: The spend commitment reference if applicable e.g. a network confirmation reference here

  • Spend Type: Select the spend type e.g. Minimum Spend, Additional Spend (OGR) or Additional Spend (%Term)

  • Value Type: Monetary = Monetary value that must be met, Percentage = Additional Spend calculated in terms of percentages

  • Value O/R: Monetary value that must be met for either minimum spend

  • % O/R: Percentage value that must be met for either minimum spend

  • Inc Profit: Ticking this means any spend commitment will be included within the Service & Deal Profit totals

  • Hidden: This will prevent the spend commitment from being displayed on the quotation

Click on the tick button to accept and save.


Supporting documents

Supporting documentation can be attached alongside any commitments that are created. For example:

  • Recent Bills

  • Network Reference

  • Signed Agreement

Use the Supporting Documents button to open the file uploader.

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