Difference between revisions of "Quote receivables section"

From Protemos Wiki
Jump to: navigation, search
(Add receivable)
(25 intermediate revisions by 2 users not shown)
Line 1: Line 1:
''Quote receivables tab page: [http://cloud.protemos.com/quote/view?id=ХХХХ/ 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:
  
On this tab, you can see all your receivables from the client. You can also download PDF of the receivable, add new receivables, upload, update or delete them.
+
[[File:Quote receivables section.png|border|1100px]]
  
[[File:W quote receivables tab.jpg|border|1000px]]
+
=='''Add receivable'''==
 +
 
 +
To add a receivable, press the '''"New receivable"''' button and select the type:
 +
 
 +
[[File:Quote new receivable button.png|border|1100px]]
 +
 
 +
* <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 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