The Cogwheel menu in the Offers input window

The offer input window contains a scrolling area for the offer lines. Above this area, a gear button offers various functions:

Calculate margin

This command displays a dialog calculating the overall margin of the offer. The margin can be calculated either according to the average cost price or according to the current cost price.

Copy lines with formulas

This command is used to retrieve the lines of the offer in the spreadsheet accessible via the Spreadsheet button in the offer input window.

Once the lines have been copied, paste them into the spreadsheet. You can then perform simulations by changing certain elements such as the quantity of items, the unit price, the discount, etc. which you can then transfer to the lines of the offer.

Copy lines without formulas

This command is similar to the previous one, except that the calculation formulas are replaced by the values of the corresponding cells.

Import lines

The Import command allows you to automatically generate lines in the quotation from data collected using a barcode scanner.

Clicking on this button displays an import dialog that allows you to select the import format to be used. You can also create a new import format and define the fields to be imported and the order of the fields using the Create button.

In the case of a CSV file, you can change the field separator and the text delimiter in the Settings. The field separator is always a line break.

In the case of a TXT file, the field separator is automatically a tab (ASCII 9) and the field separator is a line break (ASCII 13).

The Options button in the import format selection dialog displays various settings such as the location and encoding of the file to be imported.

Update prices

This command modifies the lines of the quotation by applying the standard prices of the articles, taking into account the tariffs and any discounts.

Update VAT

This command changes the lines of the quotation if the VAT rate used for items no longer corresponds to the current VAT rate recorded in the VAT rate sheet. Useful if the VAT rate has been legally changed between the date of the quotation and the current date.