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User Manual vtenext 26.07 15 Other Functions

Updated 2 months ago by Admin

15.1 RSS

User Manual vtenext 26.07 15 Other Functions

It is possible to provide constant and real time updates to all vtenext users through the RSS Fee...

Updated 2 months ago by Admin

15.2 My Sites

User Manual vtenext 26.07 15 Other Functions

This area allows you to view websites of interest directly on vtenext. The system is also very us...

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15.3 License and number of users

User Manual vtenext 26.07 15 Other Functions

The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages;...

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15.4 Synchronizations

User Manual vtenext 26.07 15 Other Functions

From vtenext settings the crm synchronization function can be accessed with other applications. T...

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10.6 Installations

User Manual vtenext 26.07 10 After-sales: trouble tickets and act...

Some companies need to associate a specific serial or registration number to a sold product. vten...

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10.7 FAQs

User Manual vtenext 26.07 10 After-sales: trouble tickets and act...

FAQs (Frequently Asked Questions) refers to typical questions relating to the standard scenario, ...

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11 Passive cycle: vendors and purchase orders

User Manual vtenext 26.07 11 Passive cycle: vendors and purchase ...

vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders

Updated 2 months ago by Admin

11.1 Vendors

User Manual vtenext 26.07 11 Passive cycle: vendors and purchase ...

In the same way as the Accounts registries, you can enter the vendor data sheets here that contai...

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11.2 Purchase Orders

User Manual vtenext 26.07 11 Passive cycle: vendors and purchase ...

Through Add Purchase Order from the reports menu of the supplier data sheet, you can attach a pre...

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12 Projects and Job Orders management

User Manual vtenext 26.07 12 Projects and orders management

Project management in vtenext is organised over four modules: Job Orders Projects Project Tasks P...

Updated 2 months ago by Admin

12.1 Job Orders

User Manual vtenext 26.07 12 Projects and orders management

From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Projec...

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12.2 Projects

User Manual vtenext 26.07 12 Projects and orders management

To create a new project, access the module and press the button Key fields: Related to Link to th...

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12.3 Project Tasks

User Manual vtenext 26.07 12 Projects and orders management

Operations comprise the internal phases of the planning that, once completed, lead to the conclus...

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12.4 Project Milestones and Progress Chart

User Manual vtenext 26.07 12 Projects and orders management

Project Milestones represent the end points of planning steps. In the graph they are represented ...

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12.5 Tickets

User Manual vtenext 26.07 12 Projects and orders management

A further level of detail, under Project Tasks, relates to tickets. To use tickets as project act...

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13 Reports and charts

User Manual vtenext 26.07 13 Reports and charts

Through Reports and Charts, you can examine the data in vtenext and extrapolate them from differe...

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13.1 Reports

User Manual vtenext 26.07 13 Reports and charts

Reports are organised in folders. You can create new ones and delete them (only empty folders can...

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13.2 Charts

User Manual vtenext 26.07 13 Reports and charts

Once you have created a report you can generate a chart from it using the Create Graph button. Ty...

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9 Sales: from the potentials to invoice

User Manual vtenext 26.07 9 Sales: from the potentials to the inv...

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

Updated 2 months ago by Admin