Make sure you have reviewed all the previous modules prior to starting this section. Please note that since you are working on a web application, do not forget to save the form frequently and before each main step on the screen
Welcome to the Teamium production work space.
Youcan access the function editor in 2 ways. First, we go to the home page, select the configuration tab and hit “Functions”. You can also do it from either the PROJECT module or the QUOTATION module, in the setting tab, by clicking on the button “RATE”.
Now we are in the FUNCTION Module.
You want to add a new folder called “Digital Services”. First select the 2nd tab named “LAYOUT” . Now click on the green Plus icon to create a folder
Now go to the “Function” Tab and highlight the New folder named “Digital Services”. Now right click and select “add a staff function” for example.
You can pick up a color for the bar into the planning., You can define a basis, such a hour, a day, or a unit. We can consider such function as part of group.
You can select tax set as default. You can also input any additional fees here.
For an equipment type function, you can associate a keyword to set a metadata related to a specific equipment.
There is also a free text area that is dedicated for quotation and project detail.
Save all the information
Now close the window.
Let’s create a rate card for this function.
Click on the “Rate“ tab.
Let’s choose your latest created function to edit by performing right click. You can name your rate card in free text, then enter rate for each unit as needed e.g.,. for time in days, the quantity, unit price, and cost. If you need to enter an hourly rate, I acknowledge this one and click on the green plus near the company to create a new. One.
Please note that we create rate card for any basis, and any companies. You may have multiple rate cards within your company and division.
If a function requires extra cost basis, you can add it here. For example, if you need to enter shipping costs between your different locations, you can enter it here.
For the sales team, we can set the price field for minimum selling price. If on a quotation, the discount provided is higher, the price field becomes red.
This marks the completion of this module. Please save all your data and settings prior to exiting.
To exit from the function module, we click on the top right icon “Logout”.