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10.6 Installations

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

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

Updated 1 year ago by Thomas

10.5 Services Contract

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to...

Updated 1 year ago by Thomas

10.4 Activity tracking

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

Tracking is useful for always storing and monitoring the time invested on your customers for any ...

Updated 1 year ago by Thomas

10.3.1 SLA configuration

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

To configure the SLA module, access the SLA.config.php file in the subfolder where the CRM module...

Updated 1 year ago by Thomas

10.3 SLA

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

The Service Level Agreement defines the level of efficiency that a company is committed to mainta...

Updated 1 year ago by Thomas

10.2 Timecards

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

It is possible to associate resolution actions with the tickets. This is a second level of detail...

Updated 1 year ago by Thomas

10.1.1 Service channels

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

The tickets can mainly come from three different communication channels: Phone: the client calls...

Updated 1 year ago by Thomas

10.1 Trouble Tickets

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

A ticket applies across different areas: in HelpDesk it is considered as a request by the client,...

Updated 1 year ago by Thomas

10 After-sales: trouble tickets and activity tracking

User Manual vtenext 23.08 10 After-sales: trouble tickets and act...

The after-sales phase is focused on customer support and requires: Managing any problems or cu...

Updated 1 year ago by Thomas

11.2 Purchase Orders

User Manual vtenext 23.08 11 Passive cycle: vendors and purchase ...

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

Updated 1 year ago by Thomas

11.1 Vendors

User Manual vtenext 23.08 11 Passive cycle: vendors and purchase ...

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

Updated 1 year ago by Thomas

13.2 Charts

User Manual vtenext 23.08 13 Reports and charts

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

Updated 1 year ago by Thomas

13.1 Reports

User Manual vtenext 23.08 13 Reports and charts

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

Updated 1 year ago by Thomas

13 Reports and charts

User Manual vtenext 23.08 13 Reports and charts

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

Updated 1 year ago by Thomas

14.9 Export/Import PDF Template

User Manual vtenext 23.08 14 PDF Maker

You can import or export the templates of the PDF Maker module in XML format using the appropriat...

Updated 1 year ago by Thomas

14.8 PDF file name

User Manual vtenext 23.08 14 PDF Maker

In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows...

Updated 1 year ago by Thomas

14.7 Custom Functions in PDF

User Manual vtenext 23.08 14 PDF Maker

It is possible to define custom functions for data processing within the PDF Maker. To add a cust...

Updated 1 year ago by Thomas

14.6 Products Images in PDF

User Manual vtenext 23.08 14 PDF Maker

In the product block models, you can also add thumbnails related to the images uploaded in the pr...

Updated 1 year ago by Thomas

14.5 Export to PDF

User Manual vtenext 23.08 14 PDF Maker

To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in t...

Updated 1 year ago by Thomas

14.3 Barcodes

User Manual vtenext 23.08 14 PDF Maker

It is possible to insert barcodes inside the template through the "Other information" Tab: It ...

Updated 1 year ago by Thomas