Differences

This shows you the differences between two versions of the page.

--- leon:sales-module-tab-in-general-settings [2023/10/18 18:47]
rafal [Update quote based on trip change]
+++ leon:sales-module-tab-in-general-settings [2023/10/18 21:10]
rafal [Recalculate mode]
@@ Line 199: / Line 199: @@
 ----------
+==== 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.
+{{:leon:sales:sales-module-settings:sales_module_settings_-_recalculate_mode.png?nolink|}}
+[{{ :leon:sales:sales-module-settings:rfq_recalculate_-_update_units_and_prices.png?200|'Update units and prices' recalculation}}]
+=== Update units and prices ===
+This recalculation mode will:
+  * revert the units to the default units based on the default calculations, as long as the units are calculated automatically
+  * 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 'Portuguese Carbon Tax' was reinstated
+  * units in 'Services' were recalculated from 2 to 1
+=== 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' method of quoting. It allows selecting which part of the quote should be adjusted upon changing the Total Price.
 {{:leon:sales:sales-module-settings:sales_module_settings_-_cost_and_margin.png?nolink|}}
+**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'/'Discount' element of the pricelist is added to the quote with the relevant value
+=== EXAMPLE ===
+[{{ :leon:sales:sales-module-settings:rqcm_-_original_request.png?250|Original request}}]
+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.
+{{:leon:sales:sales-module-settings:rqcm_-_update_selection.png?nolink|}}
+[{{ :leon:sales:sales-module-settings:rqcm_-_margin_based_recalculation.png?250|Margin-based recalculation of the quote}}]
+[{{ :leon:sales:sales-module-settings:rqcm_-_cost_based_recalculation.png?250|Cost-based recalculation of the quote}}]
+In the case of the 'Update margin/cost' settings selected in the Sales module settings, recalculation will happen automatically.
+**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, the Margin value is recalculated from 20% to 22.82% based on the cost and the new Total price
+**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, the **'Extra Fee'** element is added to the pricelist with the relevant amount calculated based on the new Total Price and unchanged margin
 ----------
 ===== Optional Trip Settings =====
-[{{ :leon:sales:sales-module-settings:rq_settings_-_optional_settings.png?300|'Optional Settings' option}}]
 **Optional Trip Settings** sub-section contains the following options:
-  * **Create non-confirmed trip when contact is sent**
+{{:leon:sales:sales-module-settings:rq_settings_-_optional_settings.png?nolink|}}
-  * **Default due time for optional trips [hhh:mm]**
 [{{ :leon:sales:edit-request:rq_-_create_unconfirmed_quote_pop-up.png?250|'Create non-confirmed trip in OPS module' option}}]

Leonsoftware Wiki

User Tools

Site Tools

Differences

Page Tools