Setting up the pricing for your quotes: Difference between revisions

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Afin d’avoir un suivi de l’ensemble de votre projet, InSitu vous donne la possibilité de normaliser vos numéros de devis. Vous devez procéder comme suit :
In order to get an overview of your entire project, InSitu offers you the possibility of setting up the pricing for your quotes. Here's how:  


1- Choisissez le menu déroulant '''Configuration | Gestion | Numérotation des devis''', une boîte de dialogue s’ouvre.
1- In the '''Setup''' drop down menu, click on '''Management | Estimates numbering...''' and a dialog box will pop up.  


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2- Sélectionnez les différents boutons, « Initiales, Année, Mois, Semaine, Version, Compteur ».
2- Select the different buttons, "Initials, Year, Month, Week, Version, Counter".


3- Paramétrez la valeur de base du compteur. Présence du compteur Obligatoire.
3- Set up the base value for the counter. The counter's presence is obligatory.  


4- Cliquez dans la case de remise à zéro, « Jamais, Tous les ans, Tous les mois, Toutes les semaines ». Remise à zéro qui se fera automatiquement.
4- In the reset box, click on the option you want: "Never, Every year, Every month, Every week". The reset will then be performed automatically.  


<div align="center">
<div align="center">
<table width="60%" class="wikitable">
<table width="60%" class="wikitable">
  <tr style="background: #eee">
<tr style="background: #eee">
    <td align="center" width="10%">@I</td>
<td align="center" width="10%">@I</td>
    <td width="90%"> Initiales de l’utilisateur</td>
<td width="90%"> User's initials</td>
  </tr>
</tr>
  <tr style="background: #fff">
<tr style="background: #fff">
    <td align="center">@A</td>
<td align="center">@A</td>
    <td> Année du calendrier en cours</td>
<td> Current calendar year</td>
  </tr>
</tr>
  <tr style="background: #eee">
<tr style="background: #eee">
    <td align="center">@M</td>
<td align="center">@M</td>
    <td> Mois du calendrier en cours</td>
<td> Current calendar month</td>
  </tr>
</tr>
  <tr style="background: #fff">
<tr style="background: #fff">
    <td align="center">@S</td>
<td align="center">@S</td>
    <td> Semaine du calendrier en cours</td>
<td> Current calendar week</td>
  </tr>
</tr>
  <tr style="background: #eee">
<tr style="background: #eee">
    <td align="center">@V</td>
<td align="center">@V</td>
    <td> Version de la scène en cours</td>
<td> Current version of the scene</td>
  </tr>
</tr>
  <tr style="background: #fff">
<tr style="background: #fff">
    <td align="center">@C</td>
<td align="center">@C</td>
    <td> Compteur obligatoire qui s’incrémente automatiquement à chaque nouvelle scène</td>
<td> Mandatory counter that counts up or down automatically with each new scene</td>
  </tr>
</tr>
</table>
</table>
</div>
</div>



Revision as of 14:06, 13 March 2023

In order to get an overview of your entire project, InSitu offers you the possibility of setting up the pricing for your quotes. Here's how:

1- In the Setup drop down menu, click on Management | Estimates numbering... and a dialog box will pop up.

ConfigNumérotationDevisFR1.png

2- Select the different buttons, "Initials, Year, Month, Week, Version, Counter".

3- Set up the base value for the counter. The counter's presence is obligatory.

4- In the reset box, click on the option you want: "Never, Every year, Every month, Every week". The reset will then be performed automatically.

@I User's initials
@A Current calendar year
@M Current calendar month
@S Current calendar week
@V Current version of the scene
@C Mandatory counter that counts up or down automatically with each new scene



Configuration.png
Set up

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