Software version 11.4

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  4. Assign estimation data to a customer

Assign estimation data to a customer

In the address database you can assign an estimation data set to a customer.

Click in the project centre in the file menu on “Programs” > “Address Database”.

Select the tab “Discount/Conditions”.

The data you enter here will be considered in the estimation and displayed on the reports.

The programme offers you variables which you can embed into the text:

DATE: Determines the current date
TOTAL: Total price

Please note that DATE and TOTAL have to be written completely in capitals letters.

Example:

Enter the following formula into the text field “Conditions”:
Payable until {DATE+10} 3% cash discount {TOTAL*0.03} = {TOTAL*0.97}

The following text will be considered in the estimation and displayed on the reports.

Payable until 18.02.2021, 3% cash discount 9,01 EUR = 291,41 EUR

If you want to change the estimation base from percentage to fixed price, click im the address database on “Settings” > “Free texts”.

Here you can change the base under “Discounts / Surcharges”.

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