The index card - Planning comm.
All essential functions that are necessary for handling the planning commercially are on the index card Some dialogue windows are too voluminous, therefore the functions are separated into indexed groups. The subgroup names typically appear on the tab of the index card at the top of the dialogue and can be selected by clicking on the appropriate tab. Planning comm. You will find functions for the price calculation or pricing in the area Calculation and functions for allocating blocks in the area Block calculation.
You will find functions to influence the design of the parts list in the Parts list area. Special functions are available in the Miscellaneous area and you can retrieve, show and generate an electronic purchase order via the e.COM area. Activated users can use the Kitchen and Space area to get access to the CARAT Kitchen+Space configurator A configuration designates the specific program settings or hardware components in a computer.. Following we would like to introduce you to the functions in detail.
Symbol: |
Name: |
Brief description: |
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Consultant |
Enter a consultant key The Consultant key is a three digit string, with which you can assign a plan the necessary surcharge factors and conditions. Every calculation group is always assigned one of the three digits. Normally these are: 1st digit wood parts, 2nd digit accessories, 3rd digit electro. / calculation information.
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Take over |
Start the conversion of the plan on another supplier. |
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Discount |
Enter the sundry discount types for the quotation.
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Deposit |
Enter a deposit for the quotation. |
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Value Added Addition (in Latin: addere) is one of four basic operations in arithmetic. In primary school and in common language it is the expression used for the adding of two or more numbers. Tax |
Assign a new value added tax rate to the marked articles. |
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Group total |
Form a group from the selected articles, to be able to show their total. |
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Price control |
Check what the article price consists of.
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Precalculation |
Open the precalculation of the quotation. |
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Fixed price |
Enter a fixed price for the quotation. |
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End Price Default |
Enter an end price default for the quotation. |
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Recalculate |
Conduct a recalculation of one or all article prices. |
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Financing |
Create a financing proposal. |
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Instalment payment |
Create an instalment payment plan. |
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Post calculation |
Open the post calculation of the quotation. |
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Garantiedatenbank |
Create a guarantee certificate via Garantiedatenbank. |
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Block Calculation |
Start the block calculation. |
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Result |
Verify the result of the block calculation. |
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VAT block articles |
Change the VAT of block articles. |
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Unfold |
Unfold a list with main-positions, so that also the sub-positions or the surcharge-positions will be displayed. |
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Fold |
Fold all sub-positions, so that only the main-positions will be displayed. |
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Column manager |
Show the column manager, to show or hide columns. |
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Input fields |
Input fields are in the table in yellow. |
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Show or hide retail prices. |
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Show or hide list prices. |
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Show or hide purchase prices. |
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History |
Open the protocol with the plan relevant actions. |
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Sorting |
Generate an individual sorting of your parts list manually. |
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Retrieve e.COM OC |
Retrieve the e.COM order confirmation.
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Show e.COM OC |
Showing the e.COM order confirmation. |
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e.COM order |
Triggering the e.COM order. |
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CARAT kitchen+space |
You can use this to open the CARAT Kitchen+Space configurator.
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Order |
Use this to order articles previously configured in CARAT Kitchen+Space. |