In Winner, users can round the quotation total for an alternative to the nearest amount specified by the user. Users can round off the quotation for an existing alternative or set a default round off amount for all new projects.
How to round off the quotation for an existing alternative
At Alternative level:
- Click the Calculator icon:
- In the Quotation window, click Quotation and select Quotation setup/summary.
- In the Quotation setup window, select the Discounting tab.
- Under the Discounting tab, click the Round off amount drop-down menu, located at the bottom of the Discounting table, and select the round off amount required. The greyed out field alongside will display how much discount the selected round off value gives.
Note: For example 1 = to the nearest £1. - Click OK.
Note: Once done in the quotation the round off will be implemented automatically on the invoice.
How to set a default round off amount for all new projects
At Project or Alternative level:
- Select Global settings > Project defaults.
- In the Project defaults window, under the Standard values for quotation tab, click the Round off bottom line drop-down menu and select a round off value.
Note: For example 1 = to the nearest £1. - Click OK.
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