Difference between revisions of "Quote receivables section"

From Protemos Wiki
Jump to: navigation, search
(Quote receivable discount & extra charge)
(Add receivable)
(9 intermediate revisions by 2 users not shown)
Line 1: Line 1:
''Quote receivables section: [http://cloud.protemos.com/quote/view?id=ХХХХ/ http://cloud.protemos.com/quote/view?id=ХХХХ] (replace XXXX with a valid number)''
 
----
 
 
 
=='''General information'''==
 
=='''General information'''==
  
Line 10: Line 7:
 
=='''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 receivables new rec button.png|border|1100px]]
 
 
 
And select the base:
 
  
[[file:New receivable base.jpg|border|200px]]
+
[[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.
+
* <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.
+
* <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.
+
* <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.
Line 28: Line 21:
 
=='''Quote receivable discount & extra charge'''==
 
=='''Quote receivable discount & extra charge'''==
  
To add a discount and(or) an extra charge for a receivable, click the receivable code:
+
To add a discount and(or) an extra charge to a receivable, click the receivable code:
  
 
[[file: Quote receivables code.png|border|1100px]]
 
[[file: Quote receivables code.png|border|1100px]]

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:

1100px

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:

1100px

It will open the receivable details page.

Press the "Discount & Extra charge" button:

1100px

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

550px