[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb4.16″ global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb4.16″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|0|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb4.16″ custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.16″ custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=\u00bb4.16″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]<\/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=\u00bb4.16″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]<\/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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/pricelist_activate.png\u00bb alt=\u00bbBank Statement with detailed transactions\u00bb title_text=\u00bbpricelist_activate\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.16″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.16″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/pricelist_new.png\u00bb alt=\u00bbDetail view of bank transactions\u00bb title_text=\u00bbpricelist_new\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.16″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.16″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/pricelist_form.png\u00bb alt=\u00bbDetail view of bank transactions\u00bb title_text=\u00bbpricelist_form\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.16″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.16″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]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 \u00ab\/\u00bb character (1)<\/strong> – see screen below.[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/AddingNewPriceListItem.png\u00bb alt=\u00bbNew price list item hierarchy\u00bb title_text=\u00bbAddingNewPriceListItem\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.16″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.16″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]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 \u00abCode\u00bb 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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/pricelist_quotation.png\u00bb alt=\u00bbDetail view of bank transactions\u00bb title_text=\u00bbpricelist_quotation\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.16″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.16″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]Selected price list item is added to the Sales quotation line with all predefined values.[\/et_pb_text][et_pb_text _builder_version=\u00bb4.23.1″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″]<\/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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Add_bulk_pricelist.png\u00bb alt=\u00bbDetail view of bank transactions\u00bb title_text=\u00bbAdd_bulk_pricelist\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.23.1″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb hover_enabled=\u00bb0″ box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″][\/et_pb_image][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Add_bulk_pricelist_2.png\u00bb alt=\u00bbDetail view of bank transactions\u00bb title_text=\u00bbAdd_bulk_pricelist_2″ show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.23.1″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb hover_enabled=\u00bb0″ box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.23.1″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]<\/p>\n How to invalidate selected pricelist items<\/strong><\/p>\n To invalidate pricelist item just opent it in the pricelist menu and mark \u00abInvalidate\u00bb (1), <\/strong>then confirm (2).<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Invalidate_pricelist_item.png\u00bb alt=\u00bbDetail view of bank transactions\u00bb title_text=\u00bbInvalidate_pricelist_item\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.23.1″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n