Re-assigning client ID's
This function assigns new ID's to all currently listed clients. Be careful when using this function - all existing relations in jobs etc. will get lost - this is exclusively an administrative feature, e.g. following an import from an external data source.
|•||Choose "Show all clients" in the menu. |
|•||Choose 'Re-assign client ID's' from the 'Clients' text menu .|
|•||Prior to this make sure the Serial ID default settings are exactly as you want them !! |
Diese beiden Funktionen haben eher administrative Zwecke: bspw. nach einem Datenimport aus einem anderen Programm die TOM-Parameter zu setzen oder auch eine ganze Auswahl älterer Kunden ohne Umsatz auf "Inaktiv" zu setzen.
Changing VAT / GST rate globally
To change the VAT/GST rate (e.g. change all clients having a rate of 17.5 % to 19%) do the following:
|•||Choose "All clients" in the menu.|
|•||Choose 'Change VAT/GST rate' from the 'Clients' text menu .|
|•||Enter the old and the new rate and confirm with OK. |
Update client prices
|•||Refreshes price entries for all listed clients, as per their price level and the central price chart. |
Change client price by percentage
Recalculates all prices found for the currently listed clients as per the percentage as well the number of rounding digits that you will prompted to provide.
Other than the standard data export, which is designed more user-friendly, this is the raw database export command with free access to all of its fields. You have to know what you are doing here! Only the last field mapping choice you made will be saved automatically.