View source for ProDon:General Configuration of the Receipt (Version 4)

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This document is for '''Version 5''' of '''ProDon''', to access the document of Version 4, [[ProDon:General_Configuration_of_the_Receipt|click here]]

== Introduction<br>  ==

There are two types of receipts in '''''ProDon''''', the standard receipts and the '''''Word''''' receipts. 

The standard receipt is available in many formats, but its customizability is limited. This receipt is constantly updated by '''''Logilys''''' and it is complying with the CRA (Canada Revenue Agency) and with the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated as well. 

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The '''''Word''''' receipt is complying with the Canadian standards at the time of the delivery of the software. This receipt is a '''''Word''''' document customized with the trainer in accordance with requests. Since it is a '''''Word''''' document, the customizability options are infinite. On the other hand, this type of receipt is not updated by '''''Logilys''''', so it is important to update it in accordance with the Canadian standards. You also have to take into consideration that this type of document is generally more complex than a standard '''''Word''''' document and that you need to have a certain mastery of '''''Word''''' to update it. Finally, since this receipt uses '''''Word''''', it is slower to produce than the standard receipt. 

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== General Configuration of the Receipt<br>  ==

Usually, only the user "Supervisor" has access to the "System preferences", the other users have a read-only access to them. So, to be able to make the following modifications, enter '''''ProDon''''' with the user name "Supervisor". 

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=== Organization Management<br>  ===

Before performing the configuration of the receipt, you have to correctly configure the organization.<br> 

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To do so, from the software home page, click on the "Configuration" menu, then select "Organizations". 

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After clicking on "Organizations", the "Organization management" window opens. 

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'''<span style="color: rgb(255, 0, 0);">A: </span>'''If there are more than one organization, select the one for which the receipt must be configured. 

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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the [[Image:Button Edit.png]] button. 

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After clicking on the [[Image:Button Edit.png]] button, the "Edit/View organization settings" window opens. 

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| colspan="2" | [[Image:General Configuration of the Receipt 003.png]]
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''If not already done so, it is possible to enter here the information related to the foundation. Some of the information will appear on the receipt. 

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'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button translate.png]] button, which is at the end of the line of the "Address" field allows you to translate the address main line for all the active languages in '''''ProDon'''''. 

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After clicking on the [[Image:Button translate.png]] button, the "Translation of a value" window opens. 

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| style="text-align: center;" | [[Image:General Configuration of the Receipt 004.png]]
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Enter the right address in the corresponding languages. 

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=== Configuration of the Receipt  ===

In the "Edit/View organization settings" window, the tabs "Receipt", "Receipt (opt.)" and "Receipt" (pos.)" are available to configure the receipt. The first tab allows you to perform the general configuration of the receipt and the two other ones allow you to configure the [[ProDon:Configuration of a Standard Type Receipt|standard type receipt]]. 

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==== "Receipt" Tab  ====

The "Receipt" tab allows you to perform the general configuration of the receipt. 

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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to specify the next receipt number to be used. It is strongly recommended to leave the default number, the software always takes the number following the last issued receipt. 

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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to issue the receipts at the time of the transaction transfer.<br> 

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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Displays a column containing the total of the receipts to be issued for a client in the [[ProDon:Processing Receipts to be Issued|processing of receipts to be issued]]. 

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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to determine if the sale price is high enough to issue a receipt. In this example, the purchase price must exceed 80% of the sale price to issue a receipt (an item bought for $100 must be sold for at least $125). 

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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to determine the receipt type that will be used. For more information concerning the receipt types, [[ProDon:Processing Receipts to be Issued#Receipt_Types|click here]]. 

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'''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to determine whether it is a standard type receipt or a '''''Word''''' type receipt. 

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'''<span style="color: rgb(255, 0, 0);">G: </span>'''Allows you to determine the paper format and the number of copies of the receipt that will be generated. 

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'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button Edit.png]] button allows you to modify the "Type" and "Document" fields of the selected receipt type. 

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For the configuration of the standard receipt, [[ProDon:Configuration of a Standard Type Receipt|click here]]. 

For the configuration of the '''''Word''''' receipt, [[ProDon:Configuration of a Word Type Receipt|click here]]. 

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