Profit margin percentage is a key element in the product selection and quoting process, but the Settings menu now features a Reset function that allows you to delete all customers and all application elements within a given company. This means that if you have uploaded test data into the system, you can easily delete them.
Product Selector Component
- Better layout in the product selector component
- New settings option to enable entering profit %, where for each row (or the entire product list), a profit percentage can be entered that the system applies to the purchase price while entering the profit percentage. If there is no purchase price, the field is inactive.
Quote Builder Component
- New settings option to enable entering profit %, where for each row (or the entire product list), a profit percentage can be entered that the system applies to the purchase price while entering the profit percentage. If there is no purchase price, the field is inactive.
Reset - Delete All Customer Data
- It is possible within a specific company to delete all customer data. Except for issued invoices, the system deletes customer data from everywhere. Where specific customers were selected, the customer selection is cancelled.
Reset - Delete All Application Elements
- It is possible within a specific company to delete all application elements of a specific application.
- This deletion method does not delete the application itself; there is a separate option for that in the Applications section.
Reset - Delete All Invoice Paid Status
- It is possible within a specific company to delete the paid status of all incoming and outgoing invoices.