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11.1 Vendors
In the same way as the Accounts registries, you can enter the vendor data sheets here that contai...
11.2 Purchase Orders
Through Add Purchase Order from the reports menu of the supplier data sheet, you can attach a pre...
12 Projects and Job Orders management
Project management in vtenext is organised over four modules: Job Orders Projects Project Tasks P...
12.1 Job Orders
From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Projec...
12.2 Projects
To create a new project, access the module and press the button Key fields: Related to Link to th...
12.3 Project Tasks
Operations comprise the internal phases of the planning that, once completed, lead to the conclus...
12.4 Project Milestones and Progress Chart
Project Milestones represent the end points of planning steps. In the graph they are represented ...
12.5 Tickets
A further level of detail, under Project Tasks, relates to tickets. To use tickets as project act...
13 Reports and charts
Through Reports and Charts, you can examine the data in vtenext and extrapolate them from differe...
13.1 Reports
Reports are organised in folders. You can create new ones and delete them (only empty folders can...
13.2 Charts
Once you have created a report you can generate a chart from it using the Create Graph button. Ty...
9 Sales: from the potentials to invoice
The main modules and processes involved in the pre-sales, sales and after-sales phases are: Leads...
9.1 Potentials
A potential is established if there is a real interest in your products/services from both potent...
9.2 Quotes
You can create a new quote through the reports and Add Quote menu from the potential, company or ...
9.3 Sales orders
The potential can be considered as obtained when the order confirmation arrives. The order, howev...
9.3.1 Recurring billing from Sales Order
It is possible to activate the automatic generation of invoices from the sales order through the ...
9.4 Budget
The Potentials module shows information relating to their progress in relation to other linked it...
9.5 Invoices
The billing module is useful for managing the administrative part in vtenext (amounts to be paid,...
9.6 Delivery Notes
The Delivery Notes module is used to manage transport documents and is the last step in the sales...
10 After-sales: trouble tickets and activity tracking
The after-sales phase is focused on customer support and requires: Managing any problems or custo...