- Click on the Lines tab then on
.
- Fill in the fields located in the lower zone of the screen:
- Grouping: service groupings to be on the order.
- Reference: products reference.
- Quantity of sold products and unit storage.
- Unit price of the purchased product. If a purchase price is associated with the selected product, it is displayed by default.
- Disc. %: discount amount in percentage
- Total ex VAT: VAT total amount in euros.
- Project: code of the project linked to the offer line. This information can only be entered if the quotation is multi-projects/phases/sub-phases (Multi=YES).
- Phase: project (phase) and phase (sub-phase) subdivision to which the offer line is linked. This information can only be entered if the quotation is multi-projects/phases/sub-phases (Multi=YES).
- Contract: start contract date
- Projection : projected and updated reception date linked to the line.
- Order's start and end date.
- Resource: employee linked to the order
- Account: account number.
- Add the line by clicking on
.
- If you want to copy or break down a line, right click on the line and select the relevant option.
- In the window that opens, enter periods and the way you want to break the lines.
- Save your order.
Once saved, you can generate down payments by making a right click on the line and selecting the relevant option.