Difference between revisions of "Quote receivables section"
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=='''General information'''== | =='''General information'''== | ||
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=='''Add receivable'''== | =='''Add receivable'''== | ||
| − | To add a receivable, press the '''"New receivable"''' button: | + | To add a receivable, press the '''"New receivable"''' button and select the type: |
| + | |||
| + | [[File:Quote new receivable button.png|border|1100px]] | ||
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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>[[Create receivable#Unit based receivable|'''Unit based''']]</U>—if you have to enter the volume and rate for calculating the price. | ||
| − | [[ | + | * <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. | |
| − | + | =='''Quote receivable discount & extra charge'''== | |
| − | + | To add a discount and(or) an extra charge to a receivable, click the receivable code: | |
| − | + | [[file: Quote receivables code.png|border|1100px]] | |
| − | + | It will open the receivable details page. | |
| − | + | Press the '''"Discount & Extra charge"''' button: | |
| − | + | [[file: Qoute receiv det page.png|border|1100px]] | |
| − | + | Enter the required value and press '''"Update"''' to apply changes: | |
| − | [[ | + | [[file: Quote add discount.png|border|550px]] |
Revision as of 12:24, 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:
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:
