Difference between revisions of "Quote receivables section"

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(Quote receivable discount & extra charge)
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''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)''
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=='''General information'''==
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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.
  
In this section 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.
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[[File:Receivables 1.png|border|1100px]]
  
[[File:W quote receivables tab.jpg|border|1000px]]
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=='''Add receivable'''==
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To add a receivable, press the '''"New receivable"''' button and select the type:
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[[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.
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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.
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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.
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Then enter all the required data and press '''"Create"''' to add the receivable.
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=='''Quote receivable discount & extra charge'''==
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To add a discount and(or) an extra charge to a receivable, click the receivable code:
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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:
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[[File:Final discount.png|border|380px]]
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You can also add a discount or an extra charge by pressing the "Update" button in the necessary receivable row:
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[[File:Quote update ec.png|border|1000px]]
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Press the '''"Discount & Extra charge"''' button:
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[[File:Upate 2dec.png|border|850px]]
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Enter the required value and press '''"Update"''' to apply changes:
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[[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