Calendar
Zavihek Koledar naročanja je namenjen za vnos terminov naročanja strank na različne storitve. Je v pomoč vsem dejavnostim katere se srečujejo z naročanjem strank za razne storitve kot so: frizerski in kozmetični saloni, zdravstvene in zobozdravstvene ordinacije, avtomehanične delavnice in fitnes centri ter mnoge druge dejavnosti.
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HINT
Koledar naročanja se prikaže v zavihku ali levo v menuju samo v kolikor imamo vsaj na eni Vrsti dokumenta za Naročila potrjen preklopnik Koledar naročanja:
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Filtri
Znotraj koledarja lahko filtriramo po naslednjih filtrih:
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Vrsta dokumenta
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Izberemo eno ali več vrst dokumenta za katero želimo imeti pregled v koledarju.
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Prikaz
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Izberemo prikaz po:
- zaposlenih z pregledom naročil po posameznem zaposlenem ali
- sredstvih z pregledom naročil po zasedenosti osnovnih sredstvih
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Izvajalec/Zaposlen
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Izberemo pregled po posameznem zaposlenem oz. izvajalcu storitve ali več zaposlenih hkrati.
Tu se nam prikazujejo vsi aktivni zaposleni kateri so vpisano v Kadri l Zaposleni.
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Sredstvo
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Izberemo pregled po posameznemu osnovnemu sredstvu ali več sredstev hkrati.
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HINT
Na izbiro se prikažejo samo tista osnovna sredstva, ki so v Pantheon-u vpisana v Denar l Register Osnovnih sredstev in katera imajo v polju Podtip izbrano Delovna naprava.
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Total
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The total value of all document lines (in the local currency) without any discounts.
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For payment
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Total amount to pay (in the local currency).
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Order date
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Date of the goods/services order.
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Order validity
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Validity of the preliminary invoice/offer.
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Status
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Current document status.
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Each column enables sorting the documents and filtering by condition.
Here, you can search and look through all issued preliminary invoices or offers.
The list shows the last issued offers.
In the header, you can search documents by all data in the columns. Apart from searching, documents can also be filtered by all document types and by period: the last 10 days, last month, last quarter and a custom period, for which you enter the dates from and to.
Columns
Each column enables sorting the documents and filtering by condition.
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 Select
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If you select this checkbox, the Print button in the upper right corner will become active. This way, you can select and print out several documents at the same time.
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 Preview
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In preview, you can see the document in the PDF format. The drop-down menu allows you to select which format to open.
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Number
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The consecutive number of the issued document.
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Customer
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Customer/client or the person who requested the preliminary invoice/offer.
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Total
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The total value of all document lines (in the local currency) without any discounts.
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For payment
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Total amount to pay (in the local currency).
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Order date
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Date of the goods/services order.
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Order validity
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Validity of the preliminary invoice/offer.
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Status
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Current document status.
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Footer in the Offer list
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Offers
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Number of currently displayed preliminary invoices.
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Total
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The total value of all displayed preliminary invoices without any discounts and excluding tax.
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Total with tax
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The total value of all displayed preliminary invoices with discount and including the VAT.
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