- Click on the Lines tab then on
in the right of the screen.
- Fill in the fields located in the lower zone of the screen:
- Group, reference and label of the sold product.
- Reference: products reference.
- Quantity of sold products and unit storage.
- Unit price of the sold product. If a sales price is associated with the selected product, it is displayed by default.
- Disc. %: discount amount in percentage
- Project: code of the project linked to the offer line. This information can only be entered if the estimate is multi-projects/phases/sub-phases (Multi=YES).
- Phase: project (phase) or phase (sub-phase) subdivision to which the offer line is linked. This information can only be entered if the estimate is multi-projects/phases/sub-phases (Multi=YES).
- Contract: order signature contractual date.
- Delivery / Billing It is the updated date of the delivery and invoice of the service described the line.
- Add the line by clicking on
and save.
-
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.