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updates:requests-quotes-additional-features-have-been-introduced

New in Requests/Quotes

We added the following new features to the 'Requests/Quotes' section:

  1. Editing the requester/representative in quote editing section
  2. Default VAT rate per request

Editing requester/representative

Editing the requester or representative

It is now possible to edit a requester/representative by clicking on RQ edit icon.png icon located next to requester/representative box in quote edit section.

edit requester.png

Clicking on this icon opens editing pop-up window presented in the screen on the right-hand side.

The changes applied in 'Edit requester/representative' pop-up window will apply instantaneously.

Default VAT rate

It is possible to set up a default VAT rate in the main Quotation view in the 'VAT' box:

VAT default.png

This rate will automatically apply to the default items in the Invoice section, including PAX taxes (UK, German, Swedish or Italian) and will increase the total amount by this rate.

VAT in invoice.png

It is possible to exclude the VAT rate from the calculations in the Invoice by simply deleting it.

invoice excl. tax.png

The VAT rate, gross amount, as well as taxes amounts, are included in the available data for Sales documents (including Suncharter) in 'Documents Manager'.

updates/requests-quotes-additional-features-have-been-introduced.txt · Last modified: 2020/06/19 12:58 by rafal