Difference between revisions of "ProDon:General Configuration of the Receipt"

From Logilys
Jump to: navigation, search
(→‎"Miscellaneous" tab)
(→‎"Miscellaneous" tab)
Line 122: Line 122:
 
==== "Miscellaneous" tab ====
 
==== "Miscellaneous" tab ====
  
−
The "Miscellaneous" tab allows do the receipt general configuration. L'onglet « Divers&nbsp;» permet d'effectuer la configuration générale du reçu.<br>  
+
The "Miscellaneous" tab allows do the receipt general configuration. <br>  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
Line 130: Line 130:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to generate when transferring transactions. Permet de produire les reçus au moment du report des transactions.  
+
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to generate when transferring transactions.  
  
 
| width="50%" |  
 
| width="50%" |  
Line 137: Line 137:
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Allows to determine 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 to at least 125$)  
+
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Allows to determine if the selling price is high enough to issue a receipt. For example, the buying price must exceed 80% of the selling price to issue a receipt (an article bought at 100$ must be sold to at least 125$).
  
−
Permet de déterminer si le prix de vente est assez élevé pour émettre un reçu. Dans cet exemple, le prix d'achat doit excéder 80% du prix de vente pour pouvoir émettre un reçu (un article acheté à 100$, doit être vendu à au moins 125$).
 
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''D&nbsp;: '''</span> Allows to split receipts for contacts who are different.
+
<span style="color: rgb(255, 0, 0);">'''D&nbsp;: '''</span> Allows to split receipts for contacts who are different. <br>  
−
 
 
−
Permet de séparer les reçus pour les contacts qui sont différents.<br>  
 
  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Allows to see the contact on the receipt. Permet de voir le contact sur le reçu.  
+
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Allows to see the contact on the receipt.  
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Allows to determine the receipt type that will be used. For more information about the receipt types, [[ProDon:Processing_Receipts_to_be_Issued#Receipt_Types|click here]]. Permet de déterminer le type de reçu qui sera utilisé. Pour plus d'informations concernant les types de reçus, [[ProDon:Traitement des reçus à émettre#Types_de_re.C3.A7us|cliquer ici]]. 
+
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Allows to determine the receipt type that will be used. For more information about the receipt types, [[ProDon:Processing_Receipts_to_be_Issued#Receipt_Types|click here]].  
  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Allows to choose if it is a standard type  or a ''''Word'''' type receipt. Permet de déterminer s'il s'agit d'un reçu de type standard ou '''''Word'''''.
+
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Allows to choose if it is a standard type  or a ''''Word'''' type receipt.  
−
 
 
 
|  
 
|  
 
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Allows to choose the paper format and how many receipt copies will be generated.  
 
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Allows to choose the paper format and how many receipt copies will be generated.  
−
Permet de déterminer le format de papier et le nombre de copies du reçu qui seront générés.
 
 
|-
 
|-
 
|<span style="color: rgb(255, 0, 0);">'''I :'''</span> The [[Image:Button Edit.png]] button allows to edit the "Type" and "Document" fields of the selected type of receipt.
 
|<span style="color: rgb(255, 0, 0);">'''I :'''</span> The [[Image:Button Edit.png]] button allows to edit the "Type" and "Document" fields of the selected type of receipt.
  
−
Le bouton [[Image:Button Edit.png]] permet de modifier les champs « Type » et « Document » du type de reçu sélectionné.
 
 
|<span style="color: rgb(255, 0, 0);">'''J :'''</span> Allows to edit the nomenclatures that are all over the receipt. The only ones coming with the software are French and English. If you need translation to other languages, you will have to do them manually.  
 
|<span style="color: rgb(255, 0, 0);">'''J :'''</span> Allows to edit the nomenclatures that are all over the receipt. The only ones coming with the software are French and English. If you need translation to other languages, you will have to do them manually.  
  
−
Permet de modifier les nomenclatures qui sont réparties sur l’ensemble du reçu. Seules les mentions française et anglaise sont fournies avec le logiciel, si des traductions vers d'autres langues sont nécessaires, il faudra les effectuer.
 
 
|}
 
|}
  

Revision as of 13:17, 12 December 2016

General Configuration of the Receipt

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


CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated.


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 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.


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.


General Configuration of the Receipt

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".


Organization Management

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

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

ProDon5 General Configuration of the Receipt 001.png


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

ProDon5 General Configuration of the Receipt 002.png

A: If there are more than one organization, select the one for which the receipt must be configured.

B: Click on the Button Edit.png button.


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

ProDon5 General Configuration of the Receipt 003.png

C: 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.

D: The 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.


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

ProDon5 General Configuration of the Receipt 007.png

Enter the right address in the corresponding languages.




Receipt configuration

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

ProDon5 General Configuration of the Receipt 004.png


After clicking on "Configure Receipts", the "Configure Receipts" window opens.

ProDon5 General Configuration of the Receipt 005.png


A : If there are more than one organization, select the one that must be configured.

B : Click on the button Button Edit.png.

"Miscellaneous" tab

The "Miscellaneous" tab allows do the receipt general configuration.

After clicking of the button Button Edit.png, the "Edit/View receipt configuration" window opens.
ProDon5 General Configuration of the Receipt 006.png

A : Allows to generate when transferring transactions.

B : Allows to display the current cumulative of receipts to be issued by clients. The displayed result will depend of the applied filter.

C : Allows to determine 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 to at least 125$).


D : Allows to split receipts for contacts who are different.

E : Allows to see the contact on the receipt.

F : Allows to determine the receipt type that will be used. For more information about the receipt types, click here.

G : Allows to choose if it is a standard type or a 'Word' type receipt.

H : Allows to choose the paper format and how many receipt copies will be generated.

I : The Button Edit.png button allows to edit the "Type" and "Document" fields of the selected type of receipt. J : Allows to edit the nomenclatures that are all over the receipt. The only ones coming with the software are French and English. If you need translation to other languages, you will have to do them manually.


For the configuration of the standard receipt, click here.

For the configuration of the Word receipt, click here.


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


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:General_Configuration_of_the_Receipt&oldid=8069"