EN rebates charges: Unterschied zwischen den Versionen
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==Preamble== | ==Preamble== | ||
Additionally to pricelists, it is possible in Autopoll to manage rebates and charges, which can be used during the invoicing or when exporting transactions. Before entering a rebate or charge in Autopoll, it is necessary to clarify which type of rebate/charge shall be used. Details further down below. | |||
==Menu call up== | ==Menu call up== | ||
[[Datei:en_rebates_1.png||150px|thumb|top|left]] | [[Datei:en_rebates_1.png||150px|thumb|top|left]] | ||
The rebates and charges management can be opened via Data-Rebates/Charges in the menu or by using the icon [[Datei:IconZuAbschlag.png]] | |||
{{clr}} | {{clr}} | ||
==List of rebates/charges== | ==List of rebates/charges groups== | ||
[[Datei:en_rebates_2.png||210px|thumb|top|left]] | [[Datei:en_rebates_2.png||210px|thumb|top|left]] | ||
{{clr}} | {{clr}} | ||
The '''meaning''' of each icon [[Datei:Iconuebrsicht3.png|300px]] is being explained under [[EN_general_handling|general handling]]. | |||
==Management of rebates/charges== | ==Management of rebates/charges groups== | ||
===Master data=== | ===Master data=== | ||
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''' | '''Desc.:''' unique name of the rebate or charge group | ||
''' | '''Selection''' net or gross rebate/charge | ||
left area '''"Products"''': List of all included rebates/charges in the actual rebate/charge group with the acutal rebate/charge values | |||
right area '''Rebate/Charge values''': List of all the rebate/charge values (histroy) of the rebate/charge selected on the left side | |||
{{clr}} | {{clr}} | ||
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[[Datei:en_rebates_4.png|350px|thumb|top|left]] | [[Datei:en_rebates_4.png|350px|thumb|top|left]] | ||
''' | '''Rebate/Charge Type:''' the following selections are available: | ||
---- | ---- | ||
''' | '''Fuels:''' all products assigned to the product type "Fuels" (see [[EN_products|Products]]) are affected by the rebate/charge. | ||
''' | '''Oils:''' all products assigned to the product type "Oils" (see [[EN_products|Products]]) are affected by the rebate/charge. | ||
''' | '''Wash:''' all products assigned to the product type "Wash" (see [[EN_products|Products]]) are affected by the rebate/charge. | ||
''' | '''Product:''' only one selectable product is affected by the rebate/charge. | ||
''' | '''Total:''' all products are affected by the rebate/charge. | ||
'' | ''The above mentioned rebate/charge types are only calculated and stated in the invoicing process. An active rebate/charge of one of these types will be calculated according to the configured values and afertwards printed on the invoice as a separate row at the bottom.'' | ||
---- | ---- | ||
''' | '''per Fill:''' only one selectable product is affected by the rebate/charge. | ||
'' | ''In difference to the above mentioned rebate/charge types, using this type ("per Fill") activates a direct calculation of the rebate/charge in the filling price and therefore in the filling amount. That means that no invoicing is needed and in all reports and lists the values (price and amount) include the rebate/charge.'' | ||
---- | ---- | ||
'''in € | '''in € or in %:''' selection whether the rebate/charge is an amount or a percentage rate | ||
''' | '''Products:''' only active, when the rebate/charge type "Product" or "per Fill" was selected. Selection of the product which shall be affected by the rebate/charge. Selectable are all products entered in [[EN_products|Products]]. | ||
''' | '''VAT rate:''' Selection of the VAT rate which shall be used. Selectable are all VAT rates entered in [[EN_VAT|VAT]]. | ||
''' | '''Product for booking:''' only active when rebate/charge type "Fuels", "Oils", "Wash", "Product" or "Total" was selected. Selection of the prdouct which shall be printed on the invoice. Selectable are all products entered in [[EN_products|Products]]. | ||
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''' | '''Valid from:''' start date and time of the rebate/charge validity | ||
''' | '''Volume:''' in case of a quantity rebate/charge the quantity from which the rebate/charge is valid | ||
''' | '''Value:''' charge value = positive value, rebate value = negative value | ||
In case of the previous selection "in %": value = percentage rate | |||
In case of the previous selection "in €": value = full currency amount (e.x. 2 Euro-Cent charge = 0,02) | |||
{{clr}} | {{clr}} | ||
{{Vorlage:Achtung | ''' | {{Vorlage:Achtung | '''Do not delete or edit any rebate/charge values. Otherwise the prices and amounts being calculated incorrectly during retroactive assignments of fillings or calculations (e.x. during invoicing). In addition you will loose the history of your rebate/charge values.'''}} | ||
===Assignment=== | ===Assignment=== | ||
The assignment of rebates/charges to a company can be done over the register "Allocation" in rebates/charges or over the field "Reb./Carg." in the corresponding company. | |||
====via rebates/charges==== | ====via rebates/charges==== | ||
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==Hints== | ==Hints== | ||
* | * It is recommended, that all pricelists, rebate/charge groups and invoicing profiles are kept '''all''' only in Net or '''all'' only in Gross. If Net-Gross-mixed lists, groups and profiles are being used, the possibility of '''rounding differences''' during calculations, e.x. filling lists or incoices, is pretty high. See [[EN_GrossNet|Gross Net]] | ||
[[Kategorie:EN_Stammdaten]] | [[Kategorie:EN_Stammdaten]] | ||
Aktuelle Version vom 29. Oktober 2020, 11:35 Uhr
Preamble
Additionally to pricelists, it is possible in Autopoll to manage rebates and charges, which can be used during the invoicing or when exporting transactions. Before entering a rebate or charge in Autopoll, it is necessary to clarify which type of rebate/charge shall be used. Details further down below.
Menu call up
The rebates and charges management can be opened via Data-Rebates/Charges in the menu or by using the icon 
List of rebates/charges groups
The meaning of each icon 
is being explained under general handling.
Management of rebates/charges groups
Master data
Desc.: unique name of the rebate or charge group
Selection net or gross rebate/charge
left area "Products": List of all included rebates/charges in the actual rebate/charge group with the acutal rebate/charge values
right area Rebate/Charge values: List of all the rebate/charge values (histroy) of the rebate/charge selected on the left side
Left area: management of rebate/charge types
Rebate/Charge Type: the following selections are available:
Fuels: all products assigned to the product type "Fuels" (see Products) are affected by the rebate/charge.
Oils: all products assigned to the product type "Oils" (see Products) are affected by the rebate/charge.
Wash: all products assigned to the product type "Wash" (see Products) are affected by the rebate/charge.
Product: only one selectable product is affected by the rebate/charge.
Total: all products are affected by the rebate/charge.
The above mentioned rebate/charge types are only calculated and stated in the invoicing process. An active rebate/charge of one of these types will be calculated according to the configured values and afertwards printed on the invoice as a separate row at the bottom.
per Fill: only one selectable product is affected by the rebate/charge.
In difference to the above mentioned rebate/charge types, using this type ("per Fill") activates a direct calculation of the rebate/charge in the filling price and therefore in the filling amount. That means that no invoicing is needed and in all reports and lists the values (price and amount) include the rebate/charge.
in € or in %: selection whether the rebate/charge is an amount or a percentage rate
Products: only active, when the rebate/charge type "Product" or "per Fill" was selected. Selection of the product which shall be affected by the rebate/charge. Selectable are all products entered in Products.
VAT rate: Selection of the VAT rate which shall be used. Selectable are all VAT rates entered in VAT.
Product for booking: only active when rebate/charge type "Fuels", "Oils", "Wash", "Product" or "Total" was selected. Selection of the prdouct which shall be printed on the invoice. Selectable are all products entered in Products.
Right area: management rebate/charge values
Valid from: start date and time of the rebate/charge validity
Volume: in case of a quantity rebate/charge the quantity from which the rebate/charge is valid
Value: charge value = positive value, rebate value = negative value
In case of the previous selection "in %": value = percentage rate
In case of the previous selection "in €": value = full currency amount (e.x. 2 Euro-Cent charge = 0,02)
Do not delete or edit any rebate/charge values. Otherwise the prices and amounts being calculated incorrectly during retroactive assignments of fillings or calculations (e.x. during invoicing). In addition you will loose the history of your rebate/charge values.
Assignment
The assignment of rebates/charges to a company can be done over the register "Allocation" in rebates/charges or over the field "Reb./Carg." in the corresponding company.
via rebates/charges
via the company
Hints
- It is recommended, that all pricelists, rebate/charge groups and invoicing profiles are kept all' only in Net or all only in Gross. If Net-Gross-mixed lists, groups and profiles are being used, the possibility of rounding differences during calculations, e.x. filling lists or incoices, is pretty high. See Gross Net