01What it is
Company is the main configuration of the application: which types of work you do, whether the menu shows all modules, how long a quote stays valid and what the hourly rates are in three bands.
A rate band is not assigned to a person. It is chosen when hours are entered, so the same fitter can work in the base band when plastering and in the expert band when welding a structure. External work has no price-list rate; its amount is entered on the project.
Country and base currency are set at registration and are read only. Changes are saved by people with Configuration: edit, and every save goes to the activity log.
- A MENU THAT FITS
- Extended mode shows equipment, advanced stock and analytics.
- THREE RATE BANDS
- Base, specialist and expert, each with a cost and two prices.
- CURRENCY AND RATES
- Exchange rate source and prices quoted gross or net.
02What it is for
A simple start
Without extended mode the menu shows only the core modules.
A fixed hourly price
Band rates suggest labour on quotes and projects.
Quotes with a deadline
A new quote gets a validity date from the number of days in the settings.
Costs for the right people
Only people with access to finance see and change the hourly cost.
03Main options
The screen has two tabs: Services and rates, and Region and currency.
What the company handles and which modules you see
Types of work, extended mode, quote validity and hourly rates.
- What the company handles: types of work shown on projects and filters, for example structural works, installations, fire protection or finishes
- Extended mode: equipment and tools, equipment servicing, advanced stock and analytics in the menu
- Quote validity in days (14 by default)
- Hourly rates: base, specialist and expert band
Cost and price of an hour in three bands
The rate table on the Services and rates tab.
- Base: standard work; specialist: work requiring qualifications; expert: expertise and supervision
- Hourly cost (visible only with access to finance), retail price and quoted price
- External work has no rate: you enter its amount on the project
Currency, exchange rates and taxes
Country and base currency from registration, plus how amounts are shown.
- Company country and base currency are read only
- Exchange rate source: automatically by base currency, NBP or ECB
- I quote prices as: gross or net, shown next to amounts the customer sees
04Tasks step by step
- STEP 1Open Settings › Company, Services and rates tab.
- STEP 2Tick Extended mode and save the configuration.
- STEP 3The menu will show, among others, reservations, surplus and stock documents, equipment, tools, equipment maintenance, requirements and analytical reports.
- STEP 1On the Services and rates tab, go to the Hourly rates table.
- STEP 2For each band enter the retail price and the quoted price. The hourly cost is entered by someone with access to finance.
- STEP 3Save the configuration. The rates are suggested for labour on projects.
- STEP 1Open the Region and currency tab.
- STEP 2Choose the rate source: automatically, NBP or ECB.
- STEP 3Set whether you quote prices gross or net, then save the region settings.
05Actions
The most common tasks in the company settings.
Extended mode
All modules in the menu.
Types of work
The range of work shown on projects.
Hourly rates
Cost, retail price and quoted price for three bands.
Quote validity
Number of days for new quotes.
Region and currency
Rate source and gross or net prices.
06What it connects to
Choose a module to see what these settings affect.
Quotes
Quote validity and the quoted price suggest values in a new quote.
Go to the topicQuotesProjects
Labour on a project uses the rates of the chosen band.
Go to the topicProjectsExchange rates
You set the exchange rate source on the Region and currency tab.
Go to the topicExchange ratesActivity log
Every configuration save goes to the activity log.
Go to the topicActivity log