Select the "Options" item to change the data of all the positions of the sheet you are currently working with at the same time. The menu that opens will include the following items:

"Taxes", "Discount", "Coefficient" and "Daily Discount".

Taxes

To add the amount of tax to the estimate, select the company from which it will be collected, and also specify whether you need to calculate the tax separately ("tax excluded"), or include it in the total amount of this estimate sheet ("tax included") by selecting the appropriate option in the "Methods of taxation" field.

Please note that if you select the accrual method "ax excluded", and in the "display" column - "hide", the tax amount will disappear only from the estimate on the monitor of your device – the tax will still be displayed in the commercial proposal.

Discount and Coefficient

The items "Discount" and "Coefficient" are identical to those that are located in the lower right part of each estimate sheet (see the item "Coefficient" and "Discount" above in the "Estimate" section).

Daily discount

The daily discount is the one that can be set for a certain period. To add it, you need to:

1) Click the plus sign in the appropriate section;

2) Next, select the type of product that the discount will apply to: equipment or service;

3) Select the dates on which the discount will be active;

4) Specify the discount percentage, or the cost increase coefficient.