Working with financial information in an order: adding and classifying costs
Copy the link to the article
Copied

The block "Costs" displays the costs bound to the order from the "Finance" section.

Note

The "Costs" block is available only to those users who have the appropriate rights in the group settings].

Costs can either beactiveandinactive.

Inactive costs are created automatically and cannot be edited or deleted.

When you click on an entry with an active cost, an ewindow opens with the same fields as those found when adding a cost in the "Finance" section. The trash can icon is displayed on the right, with which you can delete the entry.

When you click on the "Add cost" button, a window for creating a cost opens, which, after saving, will be bound to the current order.

Note

When creating a cost from the order card, only those cost items that are marked "Refers to costs on orders" are available.

Thank you for your feedback.
Was this article helpful?
No
  • Рекомендации не помогли
  • Нет ответа на мой вопрос
  • Текст трудно понять
  • Не нравится описанный функционал
Yes
Previous article
Working with communications in an order
Sending e-mails and SMS from the order card. Viewing the history of communication with the customer regarding the current order.
Next article
Simultaneous viewing and editing of an order
This function allows several managers to work on the page of one order at simultaneously, avoiding errors in saving data.