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 :
<h1 class="title_page">Setting up the pricing for your quotes</h1>
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.  


<div align="center">
<div align="center">
<p class="cadreimg">
<p class="cadreimg">
[[Image:ConfigNumérotationDevisFR1.png|link=]]
[[Image:ConfigNumérotationDeviseENG1.png|link=]]
</p></div>
</p></div>


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>


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<span class="btnretour">[[#top|Retour haut de page]]</span>&nbsp; <span class="btnhome">[[Configurer ses taux de tva|Etape suivante]]</span>
<span class="btnretour">[[#top|Back top of page]]</span>&nbsp; <span class="btnhome">[[Setting up your VAT rates|Next Step]]</span>

Latest revision as of 16:21, 5 August 2024

Setting up the pricing for your quotes

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.

ConfigNumérotationDeviseENG1.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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