Quote receivables section

From Protemos Wiki
Revision as of 12:24, 1 November 2019 by Anatoly.k (talk | contribs) (Add receivable)

Jump to: navigation, search

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:

Quote receivables section.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 receivables code.png

It will open the receivable details page.

Press the "Discount & Extra charge" button:

Qoute receiv det page.png

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

Quote add discount.png