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9.3 Sales orders

User Manual vtenext 24.08 9 Sales: from the potentials to the inv...

The potential can be considered as obtained when the order confirmation arrives. The order, howev...

Updated 2 months ago by Admin

9.2 Quotes

User Manual vtenext 24.08 9 Sales: from the potentials to the inv...

You can create a new quote through the reports and Add Quote menu from the potential, company or ...

Updated 2 months ago by Admin

9.1 Potentials

User Manual vtenext 24.08 9 Sales: from the potentials to the inv...

A potential is established if there is a real interest in your products/services from both potent...

Updated 2 months ago by Admin

9 Sales: from the potentials to invoice

User Manual vtenext 24.08 9 Sales: from the potentials to the inv...

The main modules and processes involved in the pre-sales, sales and after-sales phases are: Le...

Updated 2 months ago by Admin

8.6 Inventory : Terms & Conditions

User Manual vtenext 24.08 8 Inventory: products, services and pri...

You can reach this option from Settings > Other settings > Inventory: Terms and conditions. It al...

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8.5 Products and Services Import/ Export

User Manual vtenext 24.08 8 Inventory: products, services and pri...

With the export and import functions, you can exchange vtenext data with a large number of third-...

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8.4 Price Books

User Manual vtenext 24.08 8 Inventory: products, services and pri...

The function of a price book is to collect a set of products whose price changes compared to the ...

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8.3 Services

User Manual vtenext 24.08 8 Inventory: products, services and pri...

Like the Products module, designed to distinguish the catalogue of physical products in the inven...

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8.2 Product Lines

User Manual vtenext 24.08 8 Inventory: products, services and pri...

A product Line combines a group of products that meet the same type of needs. In simple terms, a ...

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8.1.2 Configurable products and product variants

User Manual vtenext 24.08 8 Inventory: products, services and pri...

From vtenext 20.04 it is possible to manage product variants with the new module Configurable Pro...

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8.1.1 Products bundle

User Manual vtenext 24.08 8 Inventory: products, services and pri...

You can create and manage product bundles by defining parent-child type inter-product relationshi...

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8 Inventory: products, services and price books

User Manual vtenext 24.08 8 Inventory: products, services and pri...

To manage the sales process via vtenext, first you must define the products/services catalogue, t...

Updated 2 months ago by Admin

7.2 The App in detail

User Manual vtenext 24.08 7 Module GDPR

Process start emailA pre-compiled email template introduces the requirement to confirm your choic...

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7.1 How to create contact campaigns

User Manual vtenext 24.08 7 Module GDPR

Requirements:Use vtenext 19.10, making sure the system is configured for sending emails 1) First...

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7. vtenext GDPR Web App

User Manual vtenext 24.08 7 Module GDPR

The vtenext GDPR APP is a self-service tool for personal data management by customers. To allow ...

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6.1.7 Newsletter Template Creation

User Manual vtenext 24.08 6 Marketing Communication Tools - Newsl...

Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...

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6.1.6 New Newsletter editor

User Manual vtenext 24.08 6 Marketing Communication Tools - Newsl...

From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...

Updated 2 months ago by Admin

6.1.5 “Create Newsletter” wizard

User Manual vtenext 24.08 6 Marketing Communication Tools - Newsl...

As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsle...

Updated 2 months ago by Admin

6.1.4 Special variables in the newsletter template

User Manual vtenext 24.08 6 Marketing Communication Tools - Newsl...

Refer to the previous sections for the general template configuration instructions. There are spe...

Updated 2 months ago by Admin

6.1.3 Step 3: Newsletter

User Manual vtenext 24.08 6 Marketing Communication Tools - Newsl...

Return to the campaign record and, through the “Relations” menu, choose the Newsletter module the...

Updated 2 months ago by Admin