Finance

Articles related to the finance section of Reedge, think of quotes, invoices, currencies.

Is it possible to change the number/name of the orders?
As for the moment, the prefix can only be adjusted by the admin. 
Wed, 1 Apr, 2020 at 10:25 AM
How does the quotation system work?
In order to make a quotation, you should go to the finance section.  Quotations overview screen The first quotation is already drafted for you based on...
Tue, 24 Mar, 2020 at 12:04 PM
How to change the currency in the quotation?
Yes, it is possible. When you have opened your Quotation in the Edit state, it is possible to change the currency.  Just click on the currency that is vi...
Mon, 23 Mar, 2020 at 9:35 AM
Finances / overview
When you go to the Finances section you will see 3 tabs: Quotations, Orders and Invoices. Quotations In this tab you will find an overview of all quota...
Mon, 6 Apr, 2020 at 2:46 PM
Quote detail screen (view state)
When you enter the quote detail screen, you usually open it in View state, this is to avoid making accidental mistakes. On the top of the screen you wil...
Tue, 7 Apr, 2020 at 9:56 AM
Quote detail screen (edit state)
If you enter the Quote detail screen in Edit state (directly or via the actions menu) you will still see the same details as in View state, but you are now ...
Tue, 7 Apr, 2020 at 9:43 AM
Order detail screen (View state)
When entering the Order detail screen, you will first enter it in View state. In the basics the Order screen is very similar to the quote screen: At th...
Tue, 7 Apr, 2020 at 9:51 AM
Order detail screen (Edit state)
Similar to the Quotation you are able to now Edit some details of the Order. In the top this can be; Notes: Here you can enter a note that you want to ...
Tue, 7 Apr, 2020 at 10:02 AM