Difference between revisions of "Quote receivables section"

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(Quote receivable discount & extra charge)
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=='''General information'''==
 
=='''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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In this section you can add and view all receivables from the client. You can also clone, update or delete them.
  
[[File:Quote receivables section.png|border|1100px]]
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[[File:Receivables 1.png|border|1100px]]
  
 
=='''Add receivable'''==
 
=='''Add receivable'''==
  
To add a receivable, press the '''"New receivable"''' button:
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To add a receivable, press the '''"New receivable"''' button and select the type:
  
[[File:Quote receivables new rec button.png|border|1100px]]
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[[File:Quote new receivable button.png|border|1100px]]
  
And select the base:
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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.
  
[[file:New receivable base.jpg|border|150px]]
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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#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#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>[[Receivable creation/editing#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.
 
  
 
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.
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To add a discount and(or) an extra charge to 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]]
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[[File:Quote dec.png|border|1100px]]
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Press the '''"Discount & Extra charge"''' button:
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 +
[[File:Update dec.png|border|850px]]
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Enter the required value and press '''"Update"''' to apply changes:
  
It will open the receivable details page.
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[[File:Final discount.png|border|380px]]
 +
 
 +
You can also add a discount or an extra charge by pressing the "Update" button in the necessary receivable row:
 +
 
 +
[[File:Quote update ec.png|border|1000px]]
  
 
Press the '''"Discount & Extra charge"''' button:
 
Press the '''"Discount & Extra charge"''' button:
 
+
[[file: Qoute receiv det page.png|border|1100px]]
+
[[File:Upate 2dec.png|border|850px]]
  
 
Enter the required value and press '''"Update"''' to apply changes:
 
Enter the required value and press '''"Update"''' to apply changes:
  
[[file: Quote add discount.png|border|550px]]
+
[[File:Final discount.png|border|380px]]

Revision as of 10:30, 11 June 2020

General information

In this section you can add and view all receivables from the client. You can also clone, update or delete them.

Receivables 1.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 dec.png

Press the "Discount & Extra charge" button:

Update dec.png

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

Final discount.png

You can also add a discount or an extra charge by pressing the "Update" button in the necessary receivable row:

Quote update ec.png

Press the "Discount & Extra charge" button:

Upate 2dec.png

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

Final discount.png