Many fields in this screen are filled with default entries from User Settings: payment (credit) and reminder periods, currencies, etc. Edit those values as required.
Credit and Reminder periods
The values specified here are used in the Finance management to calculate the maturity of open items and the reminder status.
TOM fully integrates client currencies other than your own.
|•||Client currency 1 appears as the main currency on invoices.|
|•||Exchange rate is used in Job and in Finance management to enable the conversion of a job value to your standard currency. Important: When working with flexible exchange rates the exchange rate here needs to be up-to-date when invoicing. |
Gross/net conversion option
For some clients, especially private customers, you will want to quote straight gross amounts, i.e. including VAT/GST, whereas in TOM you can input only the net amount in a job item.
By activating this feature - for specific clients only! - TOM performs a re-calculation of the amount you input as client unit price in job items into a net amount, considering the amount entered as gross.
Prices & services
Prices in a client's profile are specific to that particular client. To speed up the inputting process you can import prices from a central price list (User Settings - Sources).
The prices entered here will be shown when processing an order for this client: when a job item has a language combination that corresponds to one or more entries in the client profile (e.g. "DE-EN" [source language - target language]) the price will be offered. The same applies when creating offers.
Therefore it is important that you use the standard format "EN-ES" / "FR-EN" / "EN-IT" etc. for language pairs as this is the standard format in jobs. However, you may also type in any other service. E.g., an hourly rate for "Layouting" work will be shown if a Layouting job item is created (with or without a source language).
Importing prices, global price adjustments
|•||Before starting the import it is necessary to set the price level (1 - 4) for the given client. |
The imported price entries can be edited one by one or globally:
|•||change one or several price entries in the default price table in User Settings and update the change in one or several client profiles. |
|•||enter a percentage and alter the price accordingly by mouse click|
|•||change one or multiple price entries in User Settings and activate those changes in all listed client records (Client List function)|
Price calculations in most countries are based on the number of words of translated text, while in some other countries other systems are used. Select your option here. The selected mode is also used as a default value in the price list.
Assigning a form template
When creating a new client record the default form template (More information on form templates ) is automatically assigned to that client. You can switch that template as needed on many occasions later on, e.g. during job management, for an order confirmation, invoice creation etc.
The client folder plays a central role in the files & folders features in TOM.
You can create an active job folder (used as a default folder for that client, in which job folders will automatically be created) as well as three other folders for archiving older jobs for each client.
To define the active client folder you have two options:
|•||read the path information of any existing folder into TOM|