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leon:sales-module-tab-in-general-settings [2023/09/22 19:29] rafal [Calculate VAT proportionally domestic to international] |
leon:sales-module-tab-in-general-settings [2023/10/18 21:10] rafal [Recalculate mode] |
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+ | ---------- | ||
+ | ==== Recalculate mode ==== | ||
+ | |||
+ | The **Recalculate mode** contains two setting options that recalculate elements of the booked quote accordingly when the trip is amended by the OPS. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | [{{ : | ||
+ | === Update units and prices === | ||
+ | |||
+ | This recalculation mode will: | ||
+ | |||
+ | * revert the units to the default units based on the default calculations, | ||
+ | * reinstate the removed elements of the pricelist, as long as the elements are the default within the selected pricelist | ||
+ | * keep the elements added manually in the quote | ||
+ | |||
+ | In the **example** on the right the following happened upon the update: | ||
+ | |||
+ | * manually added element called 'Extra Fee' remained in the quote | ||
+ | * removed ' | ||
+ | * units in ' | ||
+ | |||
+ | |||
+ | === Update units but keep the prices === | ||
+ | |||
+ | |||
+ | --------------- | ||
+ | ==== Cost & margin total price update mode ==== | ||
+ | |||
+ | **Cost & margin total price update mode** settings apply to the requests based on the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Cost & margin total price update mode** contains 3 options: | ||
+ | |||
+ | * **Selected manually** - user decides which part should be recalculated when the total price is changed | ||
+ | * **Update margin** - the margin is recalculated when the total price is changed | ||
+ | * **Update cost** - margin remains unchanged but the 'Extra Fee'/' | ||
+ | |||
+ | |||
+ | === EXAMPLE === | ||
+ | [{{ : | ||
+ | The original request is presented in the screenshot on the right-hand side: | ||
+ | |||
+ | * Total Price is €33876.59 | ||
+ | * Margin is 20% | ||
+ | |||
+ | For the clarity of selection, the **Select manually** mode is set in the Sales Module settings | ||
+ | |||
+ | **1. The Total Price is changed to €35000.00** | ||
+ | |||
+ | Once the Total price is amended, Leon will ask which part of the quote should be adjusted. | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | In the case of the ' | ||
+ | |||
+ | **2. Margin-based update of the quote** | ||
+ | |||
+ | If the **Margin** option is selected: | ||
+ | |||
+ | * Elements and the cost remain unchanged | ||
+ | * Since the Total price is increased from €33876.59 to €35000.00, | ||
+ | |||
+ | **3. Cost-based update of the quote** | ||
+ | |||
+ | If the **Cost** option is selected: | ||
+ | |||
+ | * Margin remains unchanged at 20% | ||
+ | * Since the Total price is increased from €33876.59 to €35000.00, | ||
---------- | ---------- | ||
===== Optional Trip Settings ===== | ===== Optional Trip Settings ===== | ||
- | [{{ : | + | |
**Optional Trip Settings** sub-section contains the following options: | **Optional Trip Settings** sub-section contains the following options: | ||
- | * **Create non-confirmed trip when contact is sent** | + | {{: |
- | * **Default due time for optional trips [hhh:mm]** | + | |
[{{ : | [{{ : |