Actions
How do I enter a new offer?
- There are 4 options:
- Go to the menu above: “Offer/order processing” > Enter offer
- Go to the menu tree at the top left: “Offer/order processing” > Enter offer
- Click on the home screen hotkey: “Create new offer”
- Click on the icon at the top left of the offer/order overview
- Note that there is always an “A” at the end of the offer number.
How do I create an element that I cannot find in the type list?
- Please only use the free element if you cannot find a suitable element in the type list.
- First enter a new position.
- In the “Article type” field, change the "U” to “UF” (Freee Unit) and the article number “800” will automatically be inserted.
- In the fields “Width” and “Height”, enter the frame or mounting frame dimensions of the desired element. The position is created when the dimensions are confirmed.
- Now switch to the detail screen. The division of the element is determined in the detail screen. Select the area “Design” and the section “Division”, if not displayed automatically. You can use the symbols to select the desired division and click on the element to insert it. You can insert several divisions into one another. Please note that centre sections must also be included as a division.
- Now switch to the area “Design” and then to “Fittings” to determine the fittings for the individual fields.
- When defining the fittings, please note the field numbers that are assigned in the order of the division.
- After this step, the usual fields are available for all other options as for any other element (e.g. field division, field panellings, etc.).
How do I enter a new item while also saving my offer?
- Enter the new item in the lower left-hand part of the screen above the new entry area, or in the usual central area of the item overview.
- Use the “Customer item” column to describe the item (e.g. Kitchen).
- Enter the quantity and choose between single unit, loose accessories or free element.
- Note that the article number is restricted according to the defaults and the system selected.
- Enter the width and height.
- Then make additional changes in the left-hand entry areas or in the details.
- Enter the item according to its design, i.e. from exterior to interior. You can find the corresponding articles in each subject area (e.g. for a surrounding frame, all articles belonging to the surrounding frame, etc.).
- You can (temporarily) save using the “Save” button. The offer or order can be seen in the offer/order overview after saving.
How can I create an order and send it to Finstral?
- In the order summary, select the relevant quotation to be converted into an order.
- Then in the menu click on “Order/quotation” > Copy. The “Copy quotation to order” selection is already confirmed in the subsequent options.
- Confirm with “OK”: an order is generated with a new number (with no “A” at the end).
- Print the newly generated order via the “Print” > Window order menu. The PDF will then be in the “Export Composer” folder.
- Export the order from the quotation/order overview via the “Transfer” > Outsource orders menu. The file will then be located in the “Export Composer” folder.
- You can download and save the files from the “Export Composer” folder onto your local computer.
- If you are using the application in your browser, open the “Export Composer” folder, copy the file, click “This PC” in the upper left corner and put the document in the “Save to my device” folder. The file will be saved in the local download folder.
- If you are using the application from your desktop, open the “Export Composer” folder, copy the file, then paste it locally into the desired folder.
- E-mail this export file and the generated PDF to Finstral.
How do I create an alternative item/offer?
- First mark the item for which you want to offer an alternative.
- You can copy the item using the “Copy current line” icon in the menu bar above.
- Mark the copied item and click on the “Alternatives” button below. Reconfirm the item for which you want to create an alternative item.
- The blue marking of the copied line indicates that it is an alternative: the item can now be adjusted as required.
- The price of the alternative is not included in the overall calculation: it appears as a single price in the offer.
- If your customer opts for the alternative item, you can mark it as a normal item by clicking on it and then clicking the “Alternatives” button once more. You should then remove the previous item using the “Delete current line” icon.