Content of the offer

Content of the offer

This part of the form contains the following information:

  • product/service name – you can select an existing one or add a new one. If you activate checkbox named save new products, the new records will be automatically saved in the Products module,
  • quantity,
  • unit,
  • unit price net,
  • tax – you can choose it from the list. If your account doesn’t already have added the tax rate, you have to select it in the configuration (Configuration/Preferences/Sale/Taxes). Defining the tax rate isn’t mandatory for the offer. To hide this area, you have to turn off the option with a tax in the settings,
  • total ammount – non-editable amount which is the calculated value for the item taking into account the quantity, discount and tax.

Item details 800x478 - Content of the offer

The fields above are set defaultly for the document. You can also display extra settings:

  • description,
  • percentage discount,
  • tax value

Item positions 800x349 - Content of the offer

You can display the additional option by selecting them from the list which is hidden under the cogwheel icon. Next to each line, you can find a button to delete the indicated line. Deleting the line only makes it clear.

Summary

This section is available after saving the document. It contains a field where you can enter the fee paid by the contractor.

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