The other tabs

This part includes the 6 banners: Info, Invoices, Documents , Discount, Pre Paid units and ECMM

Info

Salesman's page:
 
Date Enter date or select date from the calendar (F4).
By Enter the salesman number or select from the drop down list
Description Enter relevant information in this field.

 

Admin's page
Date Enter date or select date from the calendar (F4).
By Enter the number or select from the drop down list
Description Enter relevant information in this field.

 

Remember!Your administrator can add up to 10 fields that can be used freely. Enter a text or value in those fields.( Settings -> COMPANY_XXX - CONTRACT_INFO - INFO_01..INFO_10).

 

Contract properties

This is a list containing information about the different functionality of the contract.  The terminology for the contract functions is set up under Settings*.*  Select the function in column 1 and then enter the value of the function in column 2. In other words, this is a list of fields that you can select freely and use in different ways.  These fields are searchable for the selected contract (F9).

 

Invoices

The list that shows all the invoices generated for the contact. Double click on an invoice in the list; the chosen invoice with the order information will then open on the screen.

Right click option on invoices

 

Open order Opens the selected order.
Create new contract order

This option will allow you to create a manual order connected to the contract, and that will be part of the contract revenue.

The contract number, department, invoice recipient, delivery address and contact person will be collected from the contract header.

The text added in the field "General text printed on every invoice generated from this contract" will also be added to manually created contract orders. Tips!

 

Documents

Here it possible to add documents with information about the contract! All documents types can be added.  When the document is added it does not matter where on the hard disk the document is located. The file is now added to the Evatic database and can be accessed by all users of Evatic.
 

  • To add a document press < Insert document>, you then are given the possibility to choose a document.

  • A document can also be added by drag & drop. Select the Document that you want to store on the tab, click and hold the left mouse button, and drag the selected items into Evatic. Place the pointer on the blue caption-line (notice also that the pointer changes when you place the pointer on the caption-line) , and release the left button. (Several documents can be moved at once).
     

  • You can open the document later by double clicking or pressing <Open document>. You can also edit and save the MS office documents stored here.
     

  • You can delete the document by selecting and then pressing <Delete document>.
     

  • By marking a document in the list and pressing <Reading letter>, the documents will follow as attachment when sending reading letters to your customer.
     

 

The list displays:
File type icon (word, excel, etc.)
Name The name on the file
Created Date the file was added to Evatic
Size (Kb) Size of file in kilobytes
Meter Cross to indicate if available as attachment or not

Tip

Note! An Email can be added by drag & drop. Select the Email (Outlook) that you want to store on the tab, click and hold the left mouse button, and drag the selected items into Evatic. The mailsystem Outlook must be set up for the user (see User settings) before you can drag & drop emails.

Discount

Under the tab Discount is it possible to add special discounts in any articles or a group of articles for the contract. Here it is also possible to make a special price list for the contract. How to add the discount, see here.