Difference between revisions of "Quote receivables section"

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(Add receivable)
(Quote receivable discount & extra charge)
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=='''Quote receivable discount & extra charge'''==
 
=='''Quote receivable discount & extra charge'''==
  
To add a receivable, press the '''"New receivable"''' button:
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To add a discount and(or) an extra charge for a receivable, click the receivable code:
  
[[File:Quote receivables new rec button.png|border|1100px]]
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[[file: Payable code new.png|border|1100px]]
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It will open the payable details page.
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Press the '''"Discount & Extra charge"''' button:
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[[file: Payable disc and extre butt.png|border|900px]]
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Enter the required value and press '''"Update"''' to apply changes:
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[[file: Payable disc and extre update.png|border|500px]]

Revision as of 15:12, 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:

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Add receivable

To add a receivable, press the "New receivable" button:

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And select the base:

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  • 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:

1100px

It will open the payable details page.

Press the "Discount & Extra charge" button:

900px

Enter the required value and press "Update" to apply changes:

500px