Internal segments are used to organise work processes and to book items that are not shown to the customer. They enable the recording of costs that do not appear in the customer segment and are usually issued to staff on the work instructions.
Internal transactions correspond to normal transactions in terms of content and are offered at quotation, order or invoice level. Unlike external customer transactions, however, they do not contain any price information, only the cost centre. Transactions within the framework of internal events are always internal transactions. The number of possible internal transactions is not limited.
Internal processes must be activated under Administration > Settings > Events by a user with administrative rights.
- In the event, right-click on the desired processing stage (quote, order invoice).
- Select Add > New Internal Offer in the activity Summary and enter a name for the activity.
- Add the desired items via Add . E.g.: Burning pastes, serving cutlery, kitchen paper for packing lists
- Drag and drop the Internal quote onto the folder Order or Invoiceto create (copy) an internal segment to another processing stage.
- If you want to take over the internal quote as a real quote for an external customer, make a right click on the name of the internal quote in the side navigation bar and select Convert to > Offer (or Order or Invoice).
- If the prices are not added automatically, add them manually.