Setting up the pricing for your quotes: Difference between revisions

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<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- In the '''Setup''' drop down menu, click on '''Management | Estimates numbering...''' and a dialog box will pop up.
 
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[[Image:ConfigNumérotationDeviseENG1.png|link=]]
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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.
 
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<td align="center" width="10%">@I</td>
<td width="90%"> User's initials</td>
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<td align="center">@A</td>
<td> Current calendar year</td>
</tr>
<tr style="background: #eee">
<td align="center">@M</td>
<td> Current calendar month</td>
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<tr style="background: #fff">
<td align="center">@S</td>
<td> Current calendar week</td>
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<td align="center">@V</td>
<td> Current version of the scene</td>
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<td align="center">@C</td>
<td> Mandatory counter that counts up or down automatically with each new scene</td>
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<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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