The ‘Services’ tab is used for creating services lists The Services tab contains a list of items with prices and discounts that are offered to the customer in the quotation.
‘Quotation The "Quotation (create)’ " form. The ‘Services’ Services tab
To add a service item, click the ‘Add’ or Pick button (refer to the par. Working with the Add or Pick button (refer to Using the pick operation). You can also add item prices via Excel import. To do it, click the button on the tabular toolbar and follow the step by step tips in the displayed window. You can download the table template with values copied from the Excel document. The template can be modified in ‘Administration’ section.Firstly, fill in the Items column.To open the services list, click the ‘Show all’ hyperlink in the drop-down list.
You can specify some additional features of the service in the Characteristic field, if the ‘Keep inventory accounting by characteristics’ option in the ‘Purchases’ section is enabled. To learn more about purchase settings, see par. Settings for the 'Purchase' section.
In the Content field service description for the documents print forms is specified. By default, this field is completed with a full name of an item.
In the Quantity field you can specify the number of services per quotation.
You can specify units of measurement (Unit), if the ‘Item accounting in different units of measure’ option in the ‘Purchases’ section is enabled. To learn more about purchase options, see par. Settings for the 'Purchase' section. The field is automatically completed with the unit of measurement specified for the selected item.
The Price field is completed automatically, if it was previously set (see the Setting Item Prices document). You can change the price manually, if you have appropriate privileges.
You can specify the Discount for a service, if ‘Use discounts and markups in sale documents’ option in the ‘Sales’ section is enabled. To learn more about section options, see par. Settings for the 'Sales' section. Discount can be specified as percentage or a fixed amount for the service.
The Amount field is automatically calculated according to the specified price, services quantity and discount.
If the Use VAT Accounting option in the 'Enterprise' section is enabled, ‘VAT, %’ and ‘VAT Amount’ columns become available. To learn more about section options, see par. Settings for the 'Enterprise' section.
Total amount is automatically calculated according to the VAT rate and amount.
In the Comment field you can specify some additional information about a service.In the Item column, select a service item from the Items list or create a new service item. For more details, refer to Items. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the 
button on the table toolbar and follow the step-by-step instructions in the appeared window.
By default, the Content column is populated with a name of a service item.
In the Quantity column, you can specify the service item quantity and in the UOM column, you can select an UOM for the item.
If the Enable Additional Price Factor option is selected on the Administration > Settings > Sales form, you can select a particular factor defining which price list must be used. The Price column is populated automatically if prices are available from the appropriate price list (see Price Lists). You can enter the prices manually if you have appropriate access rights.
The Discount,% and Discount (or Discount Price) columns are available if the Enable discounts and markups in sales documents option is selected on the Administration > Settings > Sales form. Use these columns to specify the manual discount granted to the customer. The default discount can be set in the customer contract.
The Auto-Discount % and Auto-Discount columns are available if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Non-zero values in these columns indicate that one or more discounts are applied because their conditions are met in the document. If you change any line in the document, click the Auto button ( 
) to recalculate the automatic discounts. For more information on discounts, refer to Overview of Trade Discounts.
| Note. You can view information on manual and automatic discounts applied to a specific line. For this, double-click in the Auto-Discount % or Auto-Discount columns to open the Applied Discounts (Markups) for the Row dialog box (refer to the Applied Discounts (Markups) for the Row section below). In this dialog box, you can view the amount of manual and automatic discounts applied to the line and which of the available auto-discounts were applied and which were not. |
The values in the Amount column are automatically calculated for each service item according to the specified price, quantity, and discount.
If the VAT Applied option is selected for this quotation on the Main tab, the VAT, % and VAT Amount columns are available. The VAT Amount column shows the tax amount calculated in the currency of the document according to the item amount and VAT-related settings (which are specified on the Main tab).
The Total column shows the resulting amount for each service item.
In the Comment column, you can specify some additional information about each service item.
The tab toolbar buttons
Use the Up and Down ( 
) buttons to rearrange the items in the list.
Click the Update Auto-discounts ( 
) button to recalculate the applicable automatic discounts if any data was changed in the document. The icon with a green check mark ( 
) indicates that the automatic discounts have been updated.
The Applied Discounts (Markups) for the Row dialog box
Using this dialog box, you can view the amounts of the manual and automatic discounts applied to the selected document line.
The Applied Discounts (Markups) for the Row dialog box
The Item and Characteristic fields show the item with specific characteristic (if applicable) that is selected in the quotation.
The Discount Amount field is populated with the amount of manual discount specified for the quotation line with the item.
The Auto-Discount Amount field is populated with the amount of automatic discount applied to the quotation line with the item.
The Total Discount field is populated with the total amount of manual and automatic discounts for the quotation line with the item.
The rule of multiple account application (just above the table), Minimum as in the screenshot, indicates the rule selected for the upper-level group of discounts.
The table contains a list of available automatic discounts, in which the applied discounts are shown in regular black font, while the discounts whose conditions were not met are shown in red strikethrough font, and the discounts whose conditions are met but which were not applied due to the discount combination rule (selected on the Automatic Discounts and Markups form) are shown in light grey strikethrough font.