2.2.2. Manual selection of manufacturer’s/supplier’s catalogues and specification of currencies and discount groups:<br>

### 2.2.2. Manual selection of manufacturer’s/supplier’s catalogues and specification of currencies and discount groups:

The lower group of data is a window with four sub-tabs:

- Manufacturers/Suppliers.

- Currencies.

- Discount groups.

- VAT.

Selecting catalogue groups of products/suppliers:

The Manufacturers/Suppliers; sub-tab includes available lists of product catalogue groups introduced by the user into the project used to create bills of materials. Catalogue groups are sorted by categories:

- Manufacturers,

- Suppliers,

- Product categories (broken up depending on product type ; provides information in which group or groups is included an item of specified type).

The left-hand window displays a list of sorted catalogue groups, the right-hand window displays a table with a list of selected groups. To add a group mark it in the left-hand window by double clicking on it and drag and drop it with the mouse or move it to the right-hand window by clicking on the button. The only way to delete a group in the right-hand window is by clicking on the button. Another button between the windows () enables finding previously selected group in the tree in the left-hand window.

The window with the list of selected catalogue groups includes the following columns:

- Used – informs whether the given group is used in the bill. This is indicated by ,

! You cannot delete a group that is used in the bill.

- Group name – exact name of catalogue group, includes the name of the manufacturer/supplier

- Def. price source – default price source, usually manufacturer’s/supplier’s price list. You can change the default source using the button to the right of the column. Determine whether the prices are to be taken from the manufacturer’s/supplier’s catalogue or from user’s catalogue

- Dis. group – discount group related to given catalogue group. By default the discount is taken from manufacturer’s/supplier’s price list. You can change the default discount group using the button to the right of the column. Each catalogue group can have no discount assigned, can have a discount group assigned by the user or from price list.

Specifying currency:

In the “Currencies” sub-tab you can enter and delete currencies and their conversion factors to be used in the bill of materials. The window on the left side displays a table with existing currencies and factors for converting into basic currency (highlighted in orange). Buttons for managing the currencies are located to the right of the window.

The “Currency rate update over Internet” button enables refreshing exchange rates of currencies assigned to the project by downloading information from a Web page listing daily mean exchange rates.

When you click the “Add new currencies to project” button, a new window is opened displaying a list of currencies downloaded from the Web, which can be appended to the project. Upon clicking OK the new currencies are loaded into the project and conversion is made from basic currency.

If your connection to the Web is through a proxy server, then the proxy settings should be entered into the window, which is opened by clicking the “Proxy server settings” button.

By default proxy connection is disabled. If your computer is linked to a HTTP proxy server, you should select “Standard proxy server” and enter the address of the server (four digits separated with periods or domain address). Check the proxy port, if it is not standard.

If the proxy port requires authorization, check the appropriate box and enter user name (may be other than Windows user name) and password.

Similar settings are required for SOCKS type proxy servers.

Below is the field for specifying currencies for displaying prices in the project. If the currency in the price list is other than the basic currency, then the prices can be displayed in the project either in the basic currency only or in both currencies (price list and basic).

To add a new currency click on the “Add currency” button and enter the three-letter symbol of the currency (upper case letters, numbers not allowed) and basic currency conversion factor. To delete a currency in the table, mark it and click on the “Delete selected currency” button. To make the selected (marked) currency the basic currency, click on the “Set currency as basic” button.

! It is not possible to delete the basic currency. Changing the basic currency causes recalculation of other currencies in relation to the new basic currency.

Creating discount groups:

In the “Discount group” sub-tab you can enter and delete user’s discount groups to be used in the project. The window on the left side displays a table with groups entered (or the window is empty if no group has been declared). Buttons for managing the groups are located to the right of the window.

To add a new discount group, click on the “Add discount group” button and enter the name of the group, or a longer description and assign per cent discount to it. To delete a group marked in the table, click on the “Delete discount group” button. The first column provides information whether the given group is used in the project. This is indicated by .

Manufacturer’s/supplier’s discount groups, if included in price list, are automatically appended to the list of groups when used in the bill.

! You cannot delete discount groups that are used in the bill.

VAT:

The “VAT” sub-tab includes a “Get VAT from price lists”. By default this field is checked, which means that the bill will be appended with VAT taken from catalogue price lists.

When this field is not checked, you can specify any VAT rate that will be valid globally for all products in the bill.