You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

The ‘Services’ tab is used for creating services lists in the quotation.

‘Quotation (create)’ form. The ‘Services’ tab

To add a service, click the ‘Add’ or Pick button (refer to the par. Working with 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.

  • No labels