Difference between revisions of "Quote receivables section"
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[[file: Quote receivables code.png|border|1100px]] | [[file: Quote receivables code.png|border|1100px]] | ||
| − | It will open the | + | It will open the receivable details page. |
Press the '''"Discount & Extra charge"''' button: | Press the '''"Discount & Extra charge"''' button: | ||
| − | [[file: | + | [[file: Qoute receiv det page.png|border|900px]] |
Enter the required value and press '''"Update"''' to apply changes: | Enter the required value and press '''"Update"''' to apply changes: | ||
[[file: Payable disc and extre update.png|border|500px]] | [[file: Payable disc and extre update.png|border|500px]] | ||
Revision as of 15:17, 11 January 2019
Quote receivables section: http://cloud.protemos.com/quote/view?id=ХХХХ (replace XXXX with a valid number)
General information
In this section you can add and view all receivables from the client. You can also clone, update or delete them by pressing the corresponding buttons:
Add receivable
To add a receivable, press the "New receivable" button:
And select the base:
- Flat rate - if you just need to enter the amount of receivable without entering volumes and rates.
- Unit based - if you have to enter the volume and rate for calculating the price.
- CAT log based - if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
Then enter all the required data and press "Create" to add the receivable.
Quote receivable discount & extra charge
To add a discount and(or) an extra charge for a receivable, click the receivable code:
It will open the receivable details page.
Press the "Discount & Extra charge" button:
Enter the required value and press "Update" to apply changes:
