Sales pack configuration

[Dave]

Hi everyone , trying to configure sales pack but I got some difficulties.
When creating a quote , taxes don't show in the form and in the PDF.
Why do I have a pre-discount and amount ?
Also what is the difference between cost price and list price ?

thanks for your help

[Maximus]

Hello Dave,
> When creating a quote, taxes don't show in the form and in the PDF.
It is because you don't use the tax field in the table. Please add it to the item table in Administration -> Layout Manager -> Quote Items -> List (item) -> Tax rate
> Why do I have a pre-discount and amount?
Pre-discount represents a sum of all items amount in the list.
Amount represents a result of mathematical expression: amount - discount. The discount column could be added to the Item list with the way described above.

[Dave]

Hi Maximus , please see attachment. As I can see the field is there.

[Maximus]

Please provide your PDF template.

[Dave]

Where do I go to provide this pdf template ?

[Maximus]

Administration -> PDF Templates. You can even export it in CSV with all fields.

[yuri]

In Code View you need to insert

  <td align="right">{{taxRate}}%</td>

List price is a regular price of a product. Not discounted.

Cost price is a value you pay for a product before you apply a margin (if you resell), or a value you spent for producing the product. You can leave it empty.

[Dave]

Maximus , I get an error message while trying to upload csv or xlsx within this reply.

[Dave]

yurikuzn I did tried {{taxRate}} but it returns a blank field

[Dave]

[Maximus]

Please investigate the error description in a log file in the data/logs directory.

[yuri]

I supposed that you need a tax rate for item. There is no tax rate field for a whole quote.

[Dave]

Maximus, not sure what you want exactly ? All I want to have is the field TaxAmount working correctly for the whole quote. When using {{taxAmount}} or even {{taxRate}} the value seems to be nothing...
I have configured taxes in the administration side so I don't understand why is not working

[Maximus]

To get the available placeholders you can by using the Available Placeholders feature (see screenshot). If you are using the correct placeholder but the field not shown or shows you with weird symbols or even throws something like Bad request error upon your try to print into PDF, perhaps there is some problem on the code layer. Please open the code view (see screenshot) and investigate how your {{taxAmount}} field is represented.

[Dave]

I finally got it working Thanks for your help!