Difference between revisions of "Quote receivables section"
From Protemos Wiki
(→Add receivable) |
Aleksandra.d (talk | contribs) (→General information) |
||
| Line 3: | Line 3: | ||
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: | 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: | ||
| − | [[File: | + | [[File:Receivables 1.png|border|900px]] |
=='''Add receivable'''== | =='''Add receivable'''== | ||
Revision as of 12:43, 11 March 2020
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 type:
- 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 to 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:
