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en:headerdata

Header Data

After clicking on Header Data on the toolbar, you define information of the following categories:

Quote

  • pCon.basket PRO and Integration edition: name of the file, reference number, offer date, default price date, offer language etc.
  • pCon.basket CE: name, offer language, header text, end text
  • Header and end text can be formatted.

Customer

  • pCon.basket PRO and Integration edition: customer address, contact person, customer number, if applicable, frame contract number. You can define the main and delivery address separately
  • Note: The pCon.basket Online PRO has to be linked with your Microsoft Office 365 Account in order to search and insert customer contacts from your contact data base.
  • pCon.basket CE: Enter information on your customer, like customer number and address.

Person in charge

  • contact details of person responsible for this project in your company. Automatically transferred from pCon.login for pCon.basket PRO and the CE edition.

Terms and Conditions (available in Integration edition)

  • enter text for terms of payment and terms of delivery.

Currency and Taxes

  • specify currency, taxes, exchange rate manually. Exchange rates are obtained from the server on daily basis.

Save as Default / Delete Defaults

If required, you can save your individual settings for currency and taxes as well as for exchange rates with the Save as Default button. These settings are valid for the current and all future projects.

Reset the settings for currency and taxes by clicking on Delete Defaults. To perform this action, click on the down arrow to the right of Save as Default and click on Delete Defaults. This action causes your manual settings to be overwritten with the current server values. It is valid for all future projects, but not for the current one.

Note for users of pCon.basket Online PRO and of the CE edition: Your default settings are synchronized via pCon.login and are therefore available under your login across devices and browsers.

For the current project you can reset your entries for Tax Rates with immediate effect. To do so, click on the blue arrow directly behind the respective input field.

Change Price Date for Project

Change the Price Date in the Header Data, Quote tab by entering the desired date under Default Price Date. Changing the price date in the header data affects all articles that are inserted into the project after the date is changed.

For information on changing the price date of articles, see the Update articles chapter.

en/headerdata.txt ยท Last modified: 2021/06/11 13:23 by fbeetz

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