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16.1.1 Create new profile
STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window fo...
16.1 Profiles
The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...
15.1 RSS
It is possible to provide constant and real time updates to all vtenext users through the RSS Fee...
14.9 Export/Import PDF Template
You can import or export the templates of the PDF Maker module in XML format using the appropriat...
14.8 PDF file name
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
It is possible to define custom functions for data processing within the PDF Maker. To add a cust...
14.5 Export to PDF
To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in t...
14.3 Barcodes
It is possible to insert barcodes inside the template through the "Other information" Tab: It ...
14.2 Products block within PDF templates
For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product bl...
14.1.2 Insert tables in PDF
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
Press the Image button in the editor: URL insert the URL of the image (if alread...
13.2 Charts
Once you have created a report you can generate a chart from it using the Create Graph button. ...
13.1 Reports
Reports are organised in folders. You can create new ones and delete them (only empty folders can...
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
Project Milestones represent the end points of planning steps. In the graph they are represented ...
12.3 Project Tasks
Operations comprise the internal phases of the planning that, once completed, lead to the conclus...
12.1 Job Orders
From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Projec...
10.1 Trouble Tickets
A ticket applies across different areas: in HelpDesk it is considered as a request by the client,...
9.4 Budget
The Potentials module shows information relating to their progress in relation to other linked it...
9.3.1 Recurring billing from Sales Order
It is possible to activate the automatic generation of invoices from the sales order through the ...