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9.3.1 Recurring billing from Sales Order

User Manual vtenext 22.05.1 9 Sales: from the potentials to the inv...

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

Updated 1 year ago by Admin

9.3 Sales orders

User Manual vtenext 22.05.1 9 Sales: from the potentials to the inv...

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

Updated 1 year ago by Admin

9.2 Quotes

User Manual vtenext 22.05.1 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 1 year ago by Admin

9.1 Potentials

User Manual vtenext 22.05.1 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 1 year ago by Admin

9 Sales: from the potentials to invoice

User Manual vtenext 22.05.1 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 1 year ago by Admin

10.7 FAQs

User Manual vtenext 22.05.1 10 After-sales: trouble tickets and act...

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

Updated 1 year ago by Admin

10.6 Installations

User Manual vtenext 22.05.1 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 Admin

10.5 Services Contract

User Manual vtenext 22.05.1 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 Admin

10.4 Activity tracking

User Manual vtenext 22.05.1 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 Admin

10.3.1 SLA configuration

User Manual vtenext 22.05.1 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 Admin

10.3 SLA

User Manual vtenext 22.05.1 10 After-sales: trouble tickets and act...

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

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10.2 Timecards

User Manual vtenext 22.05.1 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 Admin

10.1.1 Service channels

User Manual vtenext 22.05.1 10 After-sales: trouble tickets and act...

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

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10.1 Trouble Tickets

User Manual vtenext 22.05.1 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 Admin

10 After-sales: trouble tickets and activity tracking

User Manual vtenext 22.05.1 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 Admin

2.8 Access privileges

User Manual vtenext 22.05.1 2 First steps: how to browse vtenext

The access privileges associated with the user and used to access vtenext are defined by the admi...

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2.7 Users preferences

User Manual vtenext 22.05.1 2 First steps: how to browse vtenext

To access user settings click on the icon of your personal avatar and then click on PREFERENCES...

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2.6.1 How to create a Filter

User Manual vtenext 22.05.1 2 First steps: how to browse vtenext

The following section explains how to create a customised filter starting from a list of accounts...

Updated 1 year ago by Admin

2.6 Filters

User Manual vtenext 22.05.1 2 First steps: how to browse vtenext

The filters facilitate CRM search activities. Setting up a filter means creating a search system ...

Updated 1 year ago by Admin

2.5.2 Quick look relations

User Manual vtenext 22.05.1 2 First steps: how to browse vtenext

In the list view and in the detail view, the CRM allows you to preview several summary items of a...

Updated 1 year ago by Admin