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FAQ #3: The projects’ prices

One of the strengths of Cobalt is the ability to attach different price categories to a project.

Project tab

Here you see an example of a record label. The project where we zoom into is a random cd produced by the company. They publish the cd and distribute it worldwide. You see they have different prices for different regions or distribution ways.

faq3_pricetypes
 

Invoices Out tab

Now, if we create an invoice we can not only select the project but also select which price you want to use.
faq3_invoice2There is also an option to create a freeform line to the invoice this means you only select a project, not a projects’ price.



Reports tab

faq3_reportsmallOf course at the “Reports” tab you find details on the totals of the sales and it’s categories. Of course you can personalize the different price categories yourself. You can do this at the settings tab. If you’re making websites you can make eg “development”, “design”, “research”, or if you organise events you can make it “presales” and “at the door”. If you have any trouble at this feel free to ask us advice.

August 31st, 2010 | FAQ | 2 Comment

FAQ #2: Can you explain the projects a little bit better?

Projects are the core of Cobalt. See it as a general term for any category you can make. Maybe that’s not always clear instantly.  If you want a good overview of a certain aspect of your company, create a project for it. Maybe you sell mostly products? Then see the product as a project.

faq_projects1

Eg If you run a small kite shop this can be a possible option:

  • Toy Kites (project group)
    • Purple kite
    • Orange kite
  • Professional Kites (project group)
    • Powerkite delta F100
    • Powerkite delta F121
    • Powerkite 4-liner

You have project and project groups. Start by creating the project groups. After that you can start making projects attached to a project group. Also we advice you to create a general project group, with this example you’ll have something like:

  • General (project group)
    • General
    • Rent
    • Accounting
    • Promotion
    • Salaries
  • Toy Kites (project group)
    • Purple kite
    • One line
  • Professional Kites (project group)
    • Powerkite delta
    • One line

June 28th, 2010 | FAQ | 1 Comment