Commercial Settings
The Commercial tab brings together all the parameters that govern quote generation and pricing: validity, delivery times, payment terms, currency, rounding, structured payment schedule, and general terms and conditions.
How to access
- Menu: Settings → "Commercial" tab
- Address:
/settings#commerciali - Who can use it: Administrator
Interface
The tab contains three main sections: the general parameters card, the payment schedule card, and the general terms and conditions card.
General parameters
Main fields
| Field | Description | Default |
|---|---|---|
| Quote validity (days) | Number of days after which a quote expires automatically | 30 |
| Estimated delivery (days) | Estimated working days for delivery, printed on quotes | 35 |
| Payment terms | Free text with payment conditions (multiline), included in PDFs | "30% deposit on confirmation, balance on delivery." |
| Signature name | Name or role appearing as the signature at the bottom of the quote (e.g. "Sales Office") | "Sales Office" |
Currency
Selector for the currency symbol to use on quotes and orders. Available options:
- EUR — Euro
- ALL — Albanian Lek
- USD — US Dollar
- GBP — British Pound
- CHF — Swiss Franc
The selected currency changes the display of prices only; no automatic conversion is performed.
Price rounding
Configuration panel for the rounding method applied to line and quote totals. Consists of:
Rounding mode (single choice via radio buttons):
| Mode | Behaviour |
|---|---|
| None | Prices shown at full precision, no rounding |
| Up | Always rounds up to the nearest increment |
| Down | Always rounds down to the nearest increment |
| Half up | Conventional rounding (0.5 → up) |
| Half even | Banker's rounding — 0.5 rounds to the nearest even number |
Increment: selector for the rounding unit. Available values: €0.01 / €0.05 / €0.10 / €0.50 / €1.00 / €2.00 / €5.00 / €10.00 / €50.00 / €100.00 (disabled when mode is "None").
Live preview: shows in real time how a sample amount is rounded with the current configuration.
Minimum billable area per line
Numeric field (m²) setting the minimum surface area to consider for each quote line. When set to 0, the feature is disabled (shown by the "— Disabled" label next to the field). Maximum value: 100 m².
"Save now" button
The Commercial tab includes a "Save now" button to force an immediate save without waiting for the automatic 1.5-second debounce.
Payment schedule
Separate card for configuring structured payment tranches. This complements (and can replace) the free-text "Payment terms" field.
Columns for each tranche:
| Column | Description |
|---|---|
| Label | Description of the tranche (e.g. "Deposit on confirmation", "Balance on delivery") |
| Percentage (%) | Percentage of the total due in this tranche (0–100) |
| Due days | Number of days from order confirmation by which this tranche is due (optional; empty = "at event") |
Sum indicator: below the tranche list, the total percentage sum is shown. If the sum differs from 100%, the text turns orange with a warning.
Limit: maximum 5 tranches.
"Add tranche" button: adds an empty row; disappears when the limit of 5 is reached.
Delete tranche: the bin icon next to each row opens a confirmation dialog before proceeding.
General terms and conditions (T&C)
Multiline text editor for the company's standard general terms and conditions.
| Aspect | Detail |
|---|---|
| Format | Plain text, vertically resizable |
| Maximum length | 5,000 characters |
| Counter | Real-time character counter; turns orange at 90% of the limit |
| Usage | The text is appended as an appendix to every quote PDF (users can exclude it per quote in the quote builder) |
Operations
Editing general parameters
- Open Settings → Commercial.
- Edit the required fields (validity, delivery, terms, signature, currency).
- The save is automatic after 1.5 seconds, or press "Save now" to apply immediately.
Configuring rounding
- Choose the rounding mode from the radio options.
- If the mode is not "None", select the increment from the dropdown.
- Verify the result in the live preview.
- The save is automatic.
Managing the payment schedule
- To add a tranche: click "Add tranche" and fill in the label and percentage.
- To edit: directly change the fields in the row.
- To delete: click the bin icon and confirm in the dialog.
- Verify that the total sum equals 100% before saving.
Entering general terms and conditions
- Type or paste the text into the T&C editor.
- Keep an eye on the character counter: do not exceed 5,000.
- The save is automatic.
States and messages
- Tranche sum ≠ 100% (orange): text warning below the payment schedule requesting a correction.
- T&C counter in orange: the text is approaching the 5,000-character limit.
- "Saving…" in the header: save in progress.
- "Saved at HH:MM": save completed successfully.
Notes and limits
- The payment schedule does not automatically replace the "Payment terms" field in PDFs: both can coexist.
- T&C can be excluded per individual quote; the setting here is the default for new quotes.
- The "Due days" column in tranches is not visible on very small screens (hidden automatically).