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9.3 Sales orders
The potential can be considered as obtained when the order confirmation arrives. The order, howev...
9.2 Quotes
You can create a new quote through the reports and Add Quote menu from the potential, company or ...
9.1 Potentials
A potential is established if there is a real interest in your products/services from both potent...
9 Sales: from the potentials to invoice
The main modules and processes involved in the pre-sales, sales and after-sales phases are: Le...
8.6 Inventory : Terms & Conditions
You can reach this option from Settings > Other settings > Inventory: Terms and conditions. It al...
8.5 Products and Services Import/ Export
With the export and import functions, you can exchange vtenext data with a large number of third-...
8.4 Price Books
The function of a price book is to collect a set of products whose price changes compared to the ...
8.3 Services
Like the Products module, designed to distinguish the catalogue of physical products in the inven...
8.2 Product Lines
A product Line combines a group of products that meet the same type of needs. In simple terms, a ...
8.1.2 Configurable products and product variants
From vtenext 20.04 it is possible to manage product variants with the new module Configurable Pro...
8.1.1 Products bundle
You can create and manage product bundles by defining parent-child type inter-product relationshi...
8 Inventory: products, services and price books
To manage the sales process via vtenext, first you must define the products/services catalogue, t...
7.2 The App in detail
Process start emailA pre-compiled email template introduces the requirement to confirm your choic...
7.1 How to create contact campaigns
Requirements:Use vtenext 19.10, making sure the system is configured for sending emails 1) First...
7. vtenext GDPR Web App
The vtenext GDPR APP is a self-service tool for personal data management by customers. To allow ...
6.1.7 Newsletter Template Creation
Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...
6.1.6 New Newsletter editor
From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...
6.1.5 “Create Newsletter” wizard
As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsle...
6.1.4 Special variables in the newsletter template
Refer to the previous sections for the general template configuration instructions. There are spe...
6.1.3 Step 3: Newsletter
Return to the campaign record and, through the “Relations” menu, choose the Newsletter module the...