Sales

Workshop calculator

Calculation of the cost of work and spare parts for service centers

Features

Calculation of the cost of work
Adding spare parts
Accounting for markups and discounts
Calculation templates
Print estimate

Installation and setup guide

Detailed guide for working with widget "Workshop calculator"

Widget setup

After installing the widget, three lists will be added to the Lists section: Service, Works, Materials in which you need to fill in your data.

To add works/services/materials, go to the list and add elements to it.

Next, go to the lead in the Calculator tab

Next you need to fill in the tables
In the Works table you can change the price and quantity

In the Services table you can edit Price and Quantity

To add material, click Add

A modal window will open in which you can filter the materials and select the ones you need

After adding, you can change the price and quantity

Next you need to fill out the tables Products included in the order and Insurance

Next you can Save

Limitations of calculator editing

Stages of prohibiting editing for the manager - at selected stages, the calculator becomes available for viewing only. You cannot make changes to calculations and parameters.

Stages of prohibiting editing of a calculator

Prohibition of editing the “Budget” field - after saving the calculator, the “Budget” field becomes unavailable for editing. You can change the budget value before saving the calculator.

Prohibition of editing the Budget field

Roles

The calculator has different roles. Users for roles can be configured in Kommo user settings.
https://www.kommo.ru/support/user/setting_right_u... - instructions for setting rights

Administrator - can edit everything at any stage.
Manager - this role is assigned to the user by default, it can not be displayed in the settings.
Constructor - he does not have all the tables, but he sees the specified value of the manager and can indicate his verification value next to it
Accountant - can only view the data