Difference between revisions of "Quote receivables section"

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(Add receivable)
(Add receivable)
 
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[[File:Quote new receivable button.png|border|1100px]]
 
[[File:Quote new receivable button.png|border|1100px]]
  
* <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.
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* <U>[[Create receivable#Flat rate receivable|'''Flat rate''']]</U>—if you just need to enter the amount of receivable without entering volumes and rates.
  
* <U>[[Receivable creation/editing#Unit based receivable|'''Unit based''']]</U>—if you have to enter the volume and rate for calculating the price.
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* <U>[[Create receivable#Unit based receivable|'''Unit based''']]</U>—if you have to enter the volume and rate for calculating the price.
  
* <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.
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* <U>[[Create receivable#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.

Latest revision as of 11:24, 1 November 2019

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:

Quote receivables section.png

Add receivable

To add a receivable, press the "New receivable" button and select the type:

Quote new receivable button.png

  • 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:

Quote receivables code.png

It will open the receivable details page.

Press the "Discount & Extra charge" button:

Qoute receiv det page.png

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

Quote add discount.png