Differences

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--- leon:sales-module-tab-in-general-settings [2023/10/18 19:58]
rafal [Optional Trip Settings]
+++ 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 ====

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