How do I create an offer basis in CleanCalculator?
An offer basis contains all the basic information regarding your offer and can be adjusted continuously.
This article is the 1st of 4 steps that go through the configuration of an offer basis in CleanCalculator:
Creation of an offer basis
How to create an offer basis
|Click on Create offer basis
|Fill in the information fields
To get more insight into the definition of the different fields, click on or take a look at the section: What do the different fields mean when you create a new offer basis?
|Click on Create to continue to the next step - Room registration
What do the different fields mean when you create a new offer basis?
Give your offer basis a name.
It makes it easier to tell the offer bases apart from each other. You could possibly give them a number (Offer 1, Offer 2, Offer 3)
Click the drop-down box, and select a customer from your list of customers, or click the button Create new customer, to add a completely new customer to the system.
The selected offer type helps you in your continuous process while registering rooms. (see Room registration)
You can always select any type of room for the registration, but your offer type defines a preset of the most commonly used types of rooms for that offer type.
Thereby, you will be able to quickly select the necessary rooms when working on a new offer.
The cleaning frequency defines how often the cleaning will be done.
You can choose between 1-7 days a week, and you can see the average amount of cleaning days monthly as well as yearly.
You can also select School cleaning, which includes 5 weekdays, but takes regard of the extra school holidays through the year.
Should the number of opening days at the customer differ from the normal, you have the opportunity to change the number of visits per month manually.
|Visits per month
Visits per month show the necessary amount of visits to the customer in accordance with the cleaning frequency. A cleaning frequency of 5 weekdays accumulates to 21 days a month and 252 days a year.
Currency is the unit of your displayed currency in generated documents.
Please note that if you change the type of currency, it does not affect the calculations, but only the visual display of currency.
Continue to the article Room registration
Here you can continue the configuration of your offer.