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16.1.1 Create new profile

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window fo...

16.1 Profiles

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...

15.1 RSS

User Manual vtenext 22.05 15 Other Functions

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

14.9 Export/Import PDF Template

User Manual vtenext 22.05 14 PDF Maker

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

14.8 PDF file name

User Manual vtenext 22.05 14 PDF Maker

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

14.7 Custom Functions in PDF

User Manual vtenext 22.05 14 PDF Maker

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

14.5 Export to PDF

User Manual vtenext 22.05 14 PDF Maker

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

14.3 Barcodes

User Manual vtenext 22.05 14 PDF Maker

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

14.2 Products block within PDF templates

User Manual vtenext 22.05 14 PDF Maker

For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product bl...

14.1.2 Insert tables in PDF

User Manual vtenext 22.05 14 PDF Maker

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...

14.1.1 Insert images in PDF

User Manual vtenext 22.05 14 PDF Maker

Press the Image button in the editor: URL insert the URL of the image (if alread...

13.2 Charts

User Manual vtenext 22.05 13 Reports and charts

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

13.1 Reports

User Manual vtenext 22.05 13 Reports and charts

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

13 Reports and charts

User Manual vtenext 22.05 13 Reports and charts

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

12.4 Project Milestones and Progress Chart

User Manual vtenext 22.05 12 Projects and orders management

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

12.3 Project Tasks

User Manual vtenext 22.05 12 Projects and orders management

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

12.1 Job Orders

User Manual vtenext 22.05 12 Projects and orders management

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

10.1 Trouble Tickets

User Manual vtenext 22.05 10 After-sales: trouble tickets and act...

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

9.4 Budget

User Manual vtenext 22.05 9 Sales: from the potentials to the inv...

The Potentials module shows information relating to their progress in relation to other linked it...

9.3.1 Recurring billing from Sales Order

User Manual vtenext 22.05 9 Sales: from the potentials to the inv...

It is possible to activate the automatic generation of invoices from the sales order through the ...