Ecopart is a Winner extension which calculates Eco taxes on furniture for the French market. It also sends the Eco tax declaration directly to the Eco Mobilier website.
IMPORTANT: You must be based in France, otherwise the Ecopart will not be calculated automatically on the quote.
Set catalogues that are a part of the Eco Taxes
Select which suppliers are part of the calculations for Eco taxes:
- Select Additional modules on the tool bar.
- Select the option ECOPART.
- In the supplier tab select if you are a distributor for each of the suppliers listed.
Note: This determines if a design is included in the Eco declaration.
Note: The tick box at the bottom allows you the option to have the simulator window pop up when adding an item to the plan so you can check if the Eco tax has been calculated and is correct.
How Eco tax is calculated in Winner
The Eco tax is automatically calculated in Winner as you add the items to the plan. This is visible in the quotation lines as below.
You may need to apply Eco taxes to an imported or older project, to do this you will need to recalculate the Eco taxes for the project. To recalculate the Eco taxes at alternative level:
- Click on Alternative in the menu bar.
- Select Recalculate ECO taxes.
Note: You can also select this same option in Quotation mode. Go to the Quotation drop down option on the bottom right of the screen and select the option Recalculate ECO taxes.
How to edit or manually enter the Eco tax
It may be necessary to manually enter the Eco tax for an item if the catalogue does not hold this information. Using the Eco Mobilier simulator you can check if the items calculated Eco tax is correct and enter it for missing items.
- In quotation mode right click on the item.
- Select Edit eco-tax.
Note: You can specify if the item is not applicable for eco-tax by selecting the box Ne pas Calculer.
- Make the necessary changes in this window.
Sending your Eco-participation declaration when using Winner for invoicing
It is possible to export the declaration to Eco Mobilier for a selected time period.
- Select Additional modules in the tool bar.
- Select Eco-Participation.
- Select Export declaration for Eco Mobilier.
- In the window select the time period required.
- After adding the dates you will see the following window which will list all the projects that have an invoice sent against them in the time period you have specified.
- Once you are sure that all the expected projects are in the list click OK and Winner will generate a CSV file that can be sent to Eco Mobilier.
Sending your Eco-participation declaration when not using Winner for invoicing
If you do not use Winner to create your invoices then you will need to follow the steps below:
Note: This method will not automatically send the file to Eco Mobilier.
Note: This method can only calculate one design at a time and not a time period.
At alternative level:
- Select Alternative in the tool bar.
- Select Printouts and from the available options select Print out special form.
- From the list select the option Eco-participation list.
- Export the printout to send on to Eco Mobilier.