🧾 Calculation - automatic calculation of ceiling costs
This function is available to users who have purchased the additional "Cost Calculation" module
Cost Calculation is an additional feature that allows automatic calculation of ceiling, service, and product costs; and printing forms with price tables.
Cost Calculation Functions:
How to Work with Cost Calculation?
The additional feature allows calculating order costs for client, dealer, and installer (1). Calculation can be performed for all three roles in the order simultaneously.
Cost formation occurs from items added to additional services and products lists (2), which need to be entered into the catalog independently.
Film is added to the calculation using the additional function with value type "Area".
Products and services can be added to the ceiling, modified, or deleted using buttons in section (3).
On the form, you can print either a specific current ceiling with its added items, or all ceilings in the order at once, in the "All Ceilings in Order" subtab (4). In this subtab, ceilings will be printed separately, while in the "Summary Table" subtab as one table - identical items will be combined. Also in the "Summary Table" subtab, you can print only products if such a setting is enabled.
Printing in Cost Calculation:
Forms can be printed to a printer and to a file (export as image). It's also possible to print a form with only items (without prices) or without prices but with the total sum.
You can print custom-configured documents using the additional function MS Office Support
With the "Warehouse" function connected, you can write off products from the warehouse and get a delivery note for warehouse issuance.
When writing off, products go to reserve, and when clicking the "Issue Order" button - they are finally written off from the database. You can print a delivery note of the "Issued signature" - "received signature" type.
There is a connection between cost calculation and the "Export to 1C:UNF" function
In the EC program, you can manage cash register: track payments and debts, issue money from the register and pay suppliers. Article. You can also manage a bonus system in the program.
You can also print invoices, certificates, invoices, which allows you to create a calculation. If you need to do other acts, then the additional function "MS Office Support" will come to the rescue.
Cost Calculation Settings:
Summary Table: products only. Only products will be displayed in the summary table, without film.
Update prices when opening file: with this setting disabled, when opening a file, the cost calculation will be pulled as is from the file, without recalculating according to your prices and catalogs
Prohibit price changes: prevents manual price changes in cost calculation
Default calculation: which tab the cost calculation will open on: for dealer, client, or installer
Print comments: prints comments from the order information tab
Print Catalog for invoice: in film items, besides texture name and color name, outputs the catalog name
Compress product images: automatically compresses images when adding them to products to reduce their size and increase performance
Apply exchange rate for service calculation - whether the exchange rate will be applied to client or dealer cost calculation
Non-chargeable corners: number of free corners.
Prohibit service changes: Prevents manual addition and editing of services
VAT calculation - allows maintaining a separate VAT column and configuring VAT: including VAT, plus VAT, without VAT.
Track previous debt: For dealers, allows calculating and displaying the sum of unpaid orders.
How to set the default calculation?
In the calculation, there are 3 tabs: "For the client", "For the installer", and "For the dealer". The calculation in the order can be performed for all three roles simultaneously or separately.
It is important to remember that if you create an order for a client, the entire calculation will be in the "For the client" tab, and if you create an order for a dealer, the calculation will be in the "For the dealer" tab, respectively.
To enable the default calculation on a specific calculation tab, open the "Calculation Settings" menu, select the "Default Calculation" option, and choose the calculation that you want to use by default.
Video:
Video about working with cost calculation: YouTube
What questions does this article answer?
What is the Cost Calculation module in EasyCeiling?
How to calculate costs for different roles (client, dealer, installer)?
How to work with price lists and markups?
How to manage products and services in calculations?
How to handle film cost calculations?
How to print and export calculation forms?
How to integrate with warehouse and 1C?
How to manage cash register and payments?
How to configure calculation settings?
How to work with exchange rates and VAT?
What are the best practices for cost calculation?
How to handle discounts and bonuses?
How to troubleshoot calculation issues?
How to ensure accurate cost calculations?