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Die Kalkulationschemata können im Backend (PIA) verwaltet und verschiedenen Gruppen zugeordnet werden. |
Projekt bearbeiten → Projekt- und Konfigurations-SchemataModul Kalkulation → Auswahl Kalkulationsschema
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Der Anwender kann das Projekt archivieren (Abb. 3) bzw. wiederherstellen (Abb.4).
Projekt Modul → Projekt Archivierung
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Über das Drucker Icon kann der Anwender das Projekt kann über den PDF Assistent drucken (Abb. 10).
Modul Dokument Erzeugung → PDF Assistent - Projekt
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Eingetragene Konditionen und Zahlungsbedingungen können über den Button in der Projektansicht angezeigt (Abb. 11) oder verborgen (Abb. 12) werden. Nur die jeweiligen Titel der Zwischensummen werden angezeigt. Der Preis Statt des Preises wird mittels “--“ übertragenangezeigt.
Der Händler kann somit gemeinsam mit dem Endkunden auf die Anwendung blicken, ohne die eingetragenen Konditionen direkt darzulegen.
Modul Projekt Kalkulation → Inkognito Modus
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In beiden Versionen stellt das System durch eine zusätzliche Abfrage sicher, dass der Projektstatus “Projekt an ausgewählten Fachberater senden” wirklich gesetzt (Abb. 15 ) werden soll und der Anwender erhält eine Bestätigung über den E-Mail Versand (Abb. 16).
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Modul Projekte → Projekt Workflow
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