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Costing Section Anchor Costing Costing
The costing options may be used to manage the invoice and cost configuration for the user option when it is selected on the order form.
- Create Invoice - The system is capable to automatically establishing a quotation or invoice for all files that could be successfully word counted within an order. You have the option to never create an invoice, to create an invoice if at least one file could be word counted, or to create an invoice if all files could be word counted.
- Incomplete Invoice - When an invoice is created, some service(s) or unitary cost details could be missing so that a cost estimation cannot be established entirely or at all. For example, your client asks for a translation from English to Finnish but the client price list lacks a unitary price. If you tick this option then an invoice will be created even if it is incomplete. You can then manually fill in the missing blanks.
- Show Cost Details - Enable this option to see the client cost details when confirming the first step of the order process and prior to confirming the order. If disabled and the form has been configured to create an invoice, then the invoice will be hidden from the client as well. This permits to later manually validate the invoice prior to making it accessible to the client.
- Price List - Choose a pricelist to be used for cost calculation.
- Services - These are the services that will be used for cost calculation. Simply select the work types and specify an optional product code. The product code is used to pick up the right service from the pricelist. If no product code is set then the system will pick the first service that matches the languages. Note: If no service is configured and the client is able to view cost details, the viewer will see a cost of 0.
Order Settings Tab
The Order Settings Tab provides options for configuring order details such as the deadline and domain information.
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