Margin rates - Revision history

Monica.Sanna: /* In the job */

2026-07-17T12:35:27Z

In the job

← Older revision		Revision as of 12:35, 17 July 2026
Line 91:		Line 91:
	However, for the single job, it will be possible to modify the applied margins from the calculations window.		However, for the single job, it will be possible to modify the applied margins from the calculations window.

-	Pressing the [[image:tastocalcoli.png]] button opens the related window, where the ''% Margin'' item is displayed. The associated [[image:~~tastopercentuale~~.png]] button opens a summary window where it will be possible to exclude the automatically loaded margin rates or specify a different percentage.	+	Pressing the [[image:tastocalcoli.png]] button opens the related window, where the ''% Margin'' item is displayed. The associated [[image:tastopercentuale2.png]] button opens a summary window where it will be possible to exclude the automatically loaded margin rates or specify a different percentage.

	{\|		{\|

Monica.Sanna: /* In the job */

2026-07-17T12:35:13Z

In the job

← Older revision		Revision as of 12:35, 17 July 2026
Line 91:		Line 91:
	However, for the single job, it will be possible to modify the applied margins from the calculations window.		However, for the single job, it will be possible to modify the applied margins from the calculations window.

-	Pressing the [[image:tastocalcoli.png]] button opens the related window, where the ''% Margin'' item is displayed. The associated [[image:~~tastopercentuale2~~.png]] button opens a summary window where it will be possible to exclude the automatically loaded margin rates or specify a different percentage.	+	Pressing the [[image:tastocalcoli.png]] button opens the related window, where the ''% Margin'' item is displayed. The associated [[image:tastopercentuale.png]] button opens a summary window where it will be possible to exclude the automatically loaded margin rates or specify a different percentage.

	{\|		{\|

Monica.Sanna: /* In the job */

2026-07-17T12:25:27Z

In the job

← Older revision		Revision as of 12:25, 17 July 2026
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	==In the job==		==In the job==

-	In the [[~~Job materials~~\|job materials management]] window, the margin rates assigned to each individual material can be checked by enabling the [[File:tastoclassiutile.png]] button.	+	In the [[Edit Jobs\|job materials management]] window, the margin rates assigned to each individual material can be checked by enabling the [[File:tastoclassiutile.png]] button.
	If margin rates have been entered in the company data, they will be automatically associated with all jobs.		If margin rates have been entered in the company data, they will be automatically associated with all jobs.
	{\|		{\|

Monica.Sanna: /* Assigning margin rate sets */

2026-07-15T15:25:49Z

Assigning margin rate sets

← Older revision		Revision as of 15:25, 15 July 2026
Line 73:		Line 73:
	*[[Price list\|Price list typologies]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.		*[[Price list\|Price list typologies]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.
	{{BR}}		{{BR}}
-	[[File:Finestralistino.png\|700 px\|thumb~~\|left~~]]	+	[[File:Finestralistino.png\|700 px\|thumb]]
	{{BR}}		{{BR}}
	*[[Price list revisions]]: margin rate sets that have been created can also be entered in Price list revisions, in the dedicated '''Margin rate set''' field, found in the '''Price list variants management''' window.		*[[Price list revisions]]: margin rate sets that have been created can also be entered in Price list revisions, in the dedicated '''Margin rate set''' field, found in the '''Price list variants management''' window.

Monica.Sanna: /* Assigning margin rate sets */

2026-07-15T15:02:34Z

Assigning margin rate sets

← Older revision		Revision as of 15:02, 15 July 2026
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	{{BR}}		{{BR}}
	[[File:Finestraarchiviocommesse.png\|700 px\|thumb]]		[[File:Finestraarchiviocommesse.png\|700 px\|thumb]]
-	*[[Jobs\|Jobs archive]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.	+	*[[Edit Jobs\|Jobs archive]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.
	{{BR}}		{{BR}}
	*[[Price list\|Price list typologies]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.		*[[Price list\|Price list typologies]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.

Monica.Sanna: /* Assigning margin rate sets */

2026-07-15T15:01:24Z

Assigning margin rate sets

← Older revision		Revision as of 15:01, 15 July 2026
Line 69:		Line 69:
	{{BR}}		{{BR}}
	[[File:Finestraarchiviocommesse.png\|700 px\|thumb]]		[[File:Finestraarchiviocommesse.png\|700 px\|thumb]]
-	*[[Jobs ~~archive~~\|Jobs archive]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.	+	*[[Jobs\|Jobs archive]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.
	{{BR}}		{{BR}}
	*[[Price list\|Price list typologies]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.		*[[Price list\|Price list typologies]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.

Monica.Sanna: /* Assigning margin rates */

2026-07-15T14:58:40Z

Assigning margin rates

← Older revision		Revision as of 14:58, 15 July 2026
Line 46:		Line 46:
	*Company ([[Company data]]): in this window, all the company margin rates can be entered in the dedicated '''Margin rate''' fields, and new ones can be created by following the procedure described above.		*Company ([[Company data]]): in this window, all the company margin rates can be entered in the dedicated '''Margin rate''' fields, and new ones can be created by following the procedure described above.
	{{BR}}		{{BR}}
-	*System ([[Systems ~~Archive~~]]) and Series ([[Series ~~Archive~~]]): in this window, all the margin rates that have been created can be entered for the selected '''System''' and '''Series''' in the dedicated '''Profiles margin rate''' and '''Hardware margin rate''' fields.	+	*System ([[Systems]]) and Series ([[Series]]): in this window, all the margin rates that have been created can be entered for the selected '''System''' and '''Series''' in the dedicated '''Profiles margin rate''' and '''Hardware margin rate''' fields.
	{{BR}}		{{BR}}
	[[File:Finestragestionesistemi.png\|400 px\|thumb\|left]]		[[File:Finestragestionesistemi.png\|400 px\|thumb\|left]]
Line 55:		Line 55:
	*Color ([[Color prices]]): in this window, the margin rate relating to the selected color can be entered in the dedicated '''Margin rate''' field.		*Color ([[Color prices]]): in this window, the margin rate relating to the selected color can be entered in the dedicated '''Margin rate''' field.
	{{BR}}		{{BR}}
-	*Profiles and accessories ([[Profiles ~~Archive~~]], [[Accessories ~~Archive~~]]): in these windows, the margin rates relating to the selected profiles and accessories can be entered in the dedicated '''Margin rate''' field.	+	*Profiles and accessories ([[Profiles]], [[Accessories]]): in these windows, the margin rates relating to the selected profiles and accessories can be entered in the dedicated '''Margin rate''' field.
	{{BR}}		{{BR}}
	[[File:Finestraarchivioprofili.png\|500 px\|thumb\|left]]		[[File:Finestraarchivioprofili.png\|500 px\|thumb\|left]]

Monica.Sanna: /* Purpose of margin rates */

2026-07-15T14:36:05Z

Purpose of margin rates

← Older revision		Revision as of 14:36, 15 July 2026
Line 2:		Line 2:
	[[File:parametriazienda.png\|400 px\|thumb\|right\|Company data]]		[[File:parametriazienda.png\|400 px\|thumb\|right\|Company data]]
	The purpose of '''Margin rates''' is to associate a different margin percentage with the following costs:		The purpose of '''Margin rates''' is to associate a different margin percentage with the following costs:
-	*'''material''' - from the [[Systems ~~Archive~~\|systems archive]], from the [[Profiles ~~Archive~~\|profiles archive]], and from the [[Accessories ~~Archive~~\|accessories archive]], when prices are entered in the window opened by the [[File:tastoprezzi.png]] button.	+	*'''material''' - from the [[Systems\|systems archive]], from the [[Profiles\|profiles archive]], and from the [[Accessories\|accessories archive]], when prices are entered in the window opened by the [[File:tastoprezzi.png]] button.
	*'''machinings'''.		*'''machinings'''.
	*'''labour''' - from [[Company data]].		*'''labour''' - from [[Company data]].

Monica.Sanna at 14:34, 15 July 2026

2026-07-15T14:34:04Z

← Older revision		Revision as of 14:34, 15 July 2026
Line 1:		Line 1:
-	[[File:~~finestratabellaclassiutile~~.png\|~~500~~ px\|thumb]]	+	==Purpose of margin rates==
-	~~{{WIP}}~~	+	[[File:parametriazienda.png\|400 px\|thumb\|right\|Company data]]
		+	The purpose of '''Margin rates''' is to associate a different margin percentage with the following costs:
		+	*'''material''' - from the [[Systems Archive\|systems archive]], from the [[Profiles Archive\|profiles archive]], and from the [[Accessories Archive\|accessories archive]], when prices are entered in the window opened by the [[File:tastoprezzi.png]] button.
		+	*'''machinings'''.
		+	*'''labour''' - from [[Company data]].
		+	*'''% waste, % overhead, % packing, % shipping''' - from [[Company data]].
		+
	{{BR}}		{{BR}}

-	~~<!--~~	+	==Creating the Margin rates table==
-	'''~~Content~~ description'''	+	{{NB\|To start working with '''Margin rates''', it is first necessary to fill in the related table, which can be accessed by selecting [[Margin rates]] from the Company menu.}}
-	*'''~~Nome/Desc~~.''': ~~Nome della classe di utile ed eventuale descrizione~~.	+
-	*'''~~%Utile~~''': E' ~~la percentuale di utile~~.	+	[[File:finestratabellaclassiutile.png\|500 px\|thumb\|left]]
-	*'''~~Colore~~''': L'~~utilizzo di questo campo campo consente di abbinare diversi colori alle diverse classi di utile~~.	+	*From the ''Jobs'' menu, select ''Margin rate sets''.
-	~~-->~~	+	*Press [[File:tastopiu.png]] to create a new entry.
		+	*Define the name and description of the margin rate, for example Profiles and Standard profiles.
		+	*Enter the percentage value of the margin rate.
		+	*If necessary, assign a color to the margin rate and save.
		+	*Repeat this procedure for each margin rate that you intend to create.
		+
		+	{{BR}}
		+
		+	==Creating a margin rate set==
		+
		+	[[File:finestratabellasetclassidiutile.png\|500 px\|thumb]]
		+	Margin rates can be grouped into '''Sets''', which allow you to create customized margin profiles according to your needs. For example, the margins applied to a customer who owns a company may be different from those applied to a private customer.
		+
		+	Once the standard margin rates have been created, the various sets can then be created in the [[Margin rate sets\|margin rate sets]] archive. The procedure is as follows:
		+	*Go to the [[Margin rate sets\|margin rate sets]] archive, press the insert button [[Image:Tastopiu.png]], and enter the name and, if desired, the description of the Set, for example Company, Private, Price list, etc.
		+	{{BR}}
		+	[[File:finestrapercentualiclassidiutile.png\|500 px\|thumb]]
		+	*After saving, return to the Margin rate sets table window and press the [[Image:Tastoclassiutile.png]] button. The Margin rate percentages window will open.
		+	*By pressing the insert button [[Image:Tastopiu.png]] again, the standard margin rates can be recalled through the drop-down menu [[Image:menutendina.png]], and a different percentage can be associated with that rate.
		+	*Save and repeat the operation for all the margin rates that you want to modify compared with the standard values set in the [[Margin rates\|margin rates]] archive.
		+
		+	{{BR}}
		+
		+	==Assigning margin rates==
		+
		+	{{NB\|Margin rates can be assigned starting from a more general level, such as the company data, down to increasingly detailed levels, for example the margin rate for a single profile or accessory within the dedicated archives.}}
		+
		+	Below are the windows where margin rates can be entered:
		+	{{BR}}
		+	[[File:parametriazienda.png\|400 px\|thumb]]
		+	*Company ([[Company data]]): in this window, all the company margin rates can be entered in the dedicated '''Margin rate''' fields, and new ones can be created by following the procedure described above.
		+	{{BR}}
		+	*System ([[Systems Archive]]) and Series ([[Series Archive]]): in this window, all the margin rates that have been created can be entered for the selected '''System''' and '''Series''' in the dedicated '''Profiles margin rate''' and '''Hardware margin rate''' fields.
		+	{{BR}}
		+	[[File:Finestragestionesistemi.png\|400 px\|thumb\|left]]
		+	[[File:Finestragestioneseriedelsistema.png\|600 px\|thumb]]
		+	{{BR}}
		+	{{BR}}
		+	[[File:quadroprezzicolorazione.png\|600 px\|thumb]]
		+	*Color ([[Color prices]]): in this window, the margin rate relating to the selected color can be entered in the dedicated '''Margin rate''' field.
		+	{{BR}}
		+	*Profiles and accessories ([[Profiles Archive]], [[Accessories Archive]]): in these windows, the margin rates relating to the selected profiles and accessories can be entered in the dedicated '''Margin rate''' field.
		+	{{BR}}
		+	[[File:Finestraarchivioprofili.png\|500 px\|thumb\|left]]
		+	[[File:Finestraarchivioaccessori_.png\|500 px\|thumb]]
		+	{{BR}}
		+
		+	{{BR}}
		+
		+	==Assigning margin rate sets==
		+	{{NB\|Margin rate sets can be assigned in the Price list typologies window and in the Jobs archive.}}
		+
		+	Below are some example images:
		+	{{BR}}
		+	[[File:Finestraarchiviocommesse.png\|700 px\|thumb]]
		+	*[[Jobs archive\|Jobs archive]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.
		+	{{BR}}
		+	*[[Price list\|Price list typologies]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.
		+	{{BR}}
		+	[[File:Finestralistino.png\|700 px\|thumb\|left]]
		+	{{BR}}
		+	*[[Price list revisions]]: margin rate sets that have been created can also be entered in Price list revisions, in the dedicated '''Margin rate set''' field, found in the '''Price list variants management''' window.
		+	{{BR}}
		+	[[Image:finestravariantilistinoprezzi.png\|thumb\|right\|700px\|The price list variants management window]]
		+	{{BR}}
		+
		+	==In the job==
		+
		+	In the [[Job materials\|job materials management]] window, the margin rates assigned to each individual material can be checked by enabling the [[File:tastoclassiutile.png]] button.
		+	If margin rates have been entered in the company data, they will be automatically associated with all jobs.
		+	{\|
		+	\|[[File:dettagliomaterialecommessa.png\|400 px\|thumb\|left\|Detail of the job materials window]]
		+	\|[[File:classiutilecommessa.png\|400 px\|thumb\|The margin rates applied to the job]]
		+	\|}
		+
		+	However, for the single job, it will be possible to modify the applied margins from the calculations window.
		+
		+	Pressing the [[image:tastocalcoli.png]] button opens the related window, where the ''% Margin'' item is displayed. The associated [[image:tastopercentuale2.png]] button opens a summary window where it will be possible to exclude the automatically loaded margin rates or specify a different percentage.
		+
		+	{\|
		+	\|[[image:quadrocalcoli.png\|thumb\|500px\|left\|The job calculations window]]
		+	\|[[image:finestrautilecommessa.png\|thumb\|500px\|The job margins]]
		+	\|}

-	~~<!-- HELP: JM/W6592 -->~~
	[[category: JM/Manual]]		[[category: JM/Manual]]
		+	<!-- HELP: JM/W6592,JM/W6664 -->

Fabrizio.Loddo at 12:01, 24 May 2011

2011-05-24T12:01:39Z

← Older revision		Revision as of 12:01, 24 May 2011
Line 3:		Line 3:
	{{BR}}		{{BR}}

		+	<!--
	'''Content description'''		'''Content description'''
	*'''Nome/Desc.''': Nome della classe di utile ed eventuale descrizione.		*'''Nome/Desc.''': Nome della classe di utile ed eventuale descrizione.
	*'''%Utile''': E' la percentuale di utile.		*'''%Utile''': E' la percentuale di utile.
	*'''Colore''': L'utilizzo di questo campo campo consente di abbinare diversi colori alle diverse classi di utile.		*'''Colore''': L'utilizzo di questo campo campo consente di abbinare diversi colori alle diverse classi di utile.
-		+	-->

	<!-- HELP: JM/W6592 -->		<!-- HELP: JM/W6592 -->
	[[category: JM/Manual]]		[[category: JM/Manual]]