Difference between revisions of "Quote receivables section"

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(Add receivable)
(Add receivable)
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[[file:New receivable base.jpg|border|200px]]
 
[[file:New receivable base.jpg|border|200px]]
  
* '''Flat rate''' - if you just need to enter the amount of receivable without entering volumes and rates.
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* <U>[[Receivable creation/editing#Flat rate receivable|'''Flat rate''']]</U> - 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.
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* <U>[[Receivable creation/editing#Unit based receivable|'''Unit based''']]</U> - 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.
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* <U>[[Receivable creation/editing#Cat log based receivable|'''CAT log based''']]</U> - 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.
 
Then enter all the required data and press '''"Create"''' to add the receivable.

Revision as of 16:07, 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.