ProDon:General Configuration of the Receipt

General Configuration of the Receipt

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CAUTION: This document is for VERSION 5 of Prodon. To go to the version 4 document, click here.

Introduction

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 is complying with the CRA (Canada Revenue Agency) and the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated at the same time.

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 by the trainer in accordance with the organization's requests. Since it is a Word document, the customizability options are infinite. However, this type of receipt is not updated by Logilys, so it is important to update it in accordance with the Canadian standards. Also, take into consideration that this type of document is generally more complex than a standard Word document and that there is a 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.

General Configuration of the Receipt

Usually, only the "Supervisor" user has access to the "System preferences", 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".

Organization Management

Before performing the configuration of the receipt, the organization has to be correctly configured.

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

After clicking on "Organizations", the "Organization management" window opens.
A: If there are many organizations, select the one for which the receipt must be configured.	B: Click on the button.

After clicking on the button, the "Edit/View organization settings" window opens.
C: If not already done so, it is possible here to enter the information related to the organization. Some information will appear on the receipt.	D: The button, which is at the end of the line of the "Address" field allows the translation of the address main line in all the active languages of ProDon.

After clicking on the button, the "Translation of a value" window opens.

Enter the correct address in the corresponding languages.

Receipt configuration

To configure the receipt, select the "Configuration" tab and "Configure Receipts".

After clicking on "Configure Receipts", the "Configure Receipts" window opens.
A: If there are many organizations, select the one that must be configured.	B: Click on the button .

"Miscellaneous" tab

The "Miscellaneous" tab allows the general configuration of the receipt to be configured.

After clicking the button , the "Edit/View receipt configuration" window opens.
A: Allows the receipt to be generate when transferring transactions.	B: Allows the display of the current cumulative of receipts to be issued by clients. The displayed result will depend of the applied filter.
C: Determines if the selling price is high enough to issue a receipt. For example, the buying price must exceed 80% of the selling price to issue a receipt (an article bought at $100 must be sold for at least $125).	D: Enables split receipts for contacts who are different.
E: Enables the receipt to show the contact.	F: Determines the receipt type of receipt that will be used. For more information about the receipt types, click here.
G: Allows a choice of standard type or 'Word' type receipt.	H: Gives a choice of the paper format and of how many receipt copies will be generated.
I: The button allows the edit of the "Type" and "Document" fields of the selected type of receipt.	J: Allows the edit the nomenclature that is over the receipt. The only ones included with the software are French and English. If a translation another languages is needed, it will have to be entered manually.

For the configuration of the standard receipt, click here.

For the configuration of the Word receipt, click here.

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Document name: ProDon:General Configuration of the Receipt
Version : 5.0.3

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