Bally

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  • EANCOM: How to store the internal contract numbers on orders

    In Winner, EANCOM users can save internal contract numbers with their orders.   At Project level: Select Additional modules > EANCOM Export > Settings.  In the Eancom Settings window, tick the box...

  • Why does my desktop shortcut not work?

    When attempting to launch Winner using the desktop shortcut, users may receive the message that the linked file is missing, or has been changed or moved. This may be due to user being disconnected ...

  • Quotation setup features

    In Winner, the Quotation setup window gives the user options to adjust their quotation, such as presentation, prices shown, discounts given and profit.   How to access the Quotation setup window At...

  • How to generate and print an invoice

    In Winner, users can create invoices and then print a hardcopy, export a .pdf file or send via e-mail to the customer.   Creating an invoiceUsers can generate an invoice from Project level or Alter...

  • How to create a credit note

    In Winner, users can create a credit note in the Invoice and payments window which can be printed, sent via email or exported as a .pdf file. To register a credit note against an invoice the user m...

  • Additional Costs: Discount (2) and (3)

    In Winner, users can add a discount to the total cost of their quotation and add discounts on additional costs added to their quotation, for example discounts on additional costs for installation, ...

  • Export documents as an ASCII file

    An ASCII file is a file format that contains a lot of data from your design. It can be imported into other supporting software.  ASCII files can be generated at Project level or Alternative level: ...

  • How to round the total value of the quotation

    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 o...

  • How to register a payment and print a receipt

    In Winner, from version 12.4a6, it is now possible to register a payment and generate the invoice in one simple step. For more information, see How to generate and print an invoice. Click here to ...

  • How to set up profit margins

    In Winner, users can set up a default minimum profit margin for new projects. Profit margins can be added for item groups and for the quotation total. NOTE! The profit margin of existing projects w...