[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”3_4,1_4″ module_class=” et_pb_row_fullwidth” _builder_version=”4.16″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”27px|0px|0|0|false|false” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ custom_margin=”|40px|40px|||” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″ global_colors_info=”{}”]<\/p>\n
You can simplify the work of creating Sales quotations by preparing price list items.<\/strong><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″ global_colors_info=”{}”]<\/p>\n How to activate<\/strong><\/p>\n First of all, you need to activate this feature. Ask your internal Teamogy administrator or contact our support.<\/p>\n To activate: Go to Configuration – System configuration (1) – Documents (2) \/ section Sales quotation (3) . Here you can switch this function ON (4).<\/strong><\/em><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/pricelist_activate.png” alt=”Bank Statement with detailed transactions” title_text=”pricelist_activate” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″ global_colors_info=”{}”]How to create price list items<\/strong><\/p>\n To create a new price lists items, you need to go to the Configuration section – Additional settings (1) – Price list (2) and Add price list item (3).[\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/pricelist_new.png” alt=”Detail view of bank transactions” title_text=”pricelist_new” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″ global_colors_info=”{}”]Details of each price list item<\/strong><\/p>\n To add price list item, simply click + price list item button and fill in all details.[\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/pricelist_form.png” alt=”Detail view of bank transactions” title_text=”pricelist_form” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″ global_colors_info=”{}”]In addition, you can assign each item to a multi-level hierarchy<\/strong> and have a structured price list, for example, by client, type of work, etc.<\/strong><\/p>\n A new hierarchy level is always created with the “\/” character (1)<\/strong> – see screen below.[\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/AddingNewPriceListItem.png” alt=”New price list item hierarchy” title_text=”AddingNewPriceListItem” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″ global_colors_info=”{}”]How to use price lists items in Sales quotation<\/strong><\/p>\n To add price list items to your Sales quotation, simply click into the “Code” column (1)<\/strong> in your Sales quotation table. You can easily search for the item you are looking for.[\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/pricelist_quotation.png” alt=”Detail view of bank transactions” title_text=”pricelist_quotation” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” ul_text_shadow_style=”preset3″ global_colors_info=”{}”]Selected price list item is added to the Sales quotation line with all predefined values.[\/et_pb_text][et_pb_text _builder_version=”4.23.1″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” hover_enabled=”0″ ul_text_shadow_style=”preset3″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n How to add multiple pricelist items<\/strong><\/p>\n To add more pricelist items in one, simply use the green icon Add pricelist items (1)<\/strong> as on the screen. Then mark selected items (2)<\/strong> and that’s all.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Add_bulk_pricelist.png” alt=”Detail view of bank transactions” title_text=”Add_bulk_pricelist” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.23.1″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” hover_enabled=”0″ box_shadow_style=”preset2″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_image][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Add_bulk_pricelist_2.png” alt=”Detail view of bank transactions” title_text=”Add_bulk_pricelist_2″ show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.23.1″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” hover_enabled=”0″ box_shadow_style=”preset2″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.23.1″ text_font=”|300|||||||” ul_font=”||||||||” custom_margin=”|40px|40px|||” custom_padding=”0px|||||” ul_text_shadow_style=”preset3″ global_colors_info=”{}”]<\/p>\n How to invalidate selected pricelist items<\/strong><\/p>\n To invalidate pricelist item just opent it in the pricelist menu and mark “Invalidate” (1), <\/strong>then confirm (2).<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Invalidate_pricelist_item.png” alt=”Detail view of bank transactions” title_text=”Invalidate_pricelist_item” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.23.1″ custom_margin=”0px|40px|40px|||” custom_padding=”0px|||||” box_shadow_style=”preset2″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”3.26.5″ text_font=”|300|||||||” custom_margin=”-14px|40px||||” custom_padding=”12px|0px||||” text_font_last_edited=”off|desktop” global_module=”14686″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n