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9.6 Delivery Notes
The Delivery Notes module is used to manage transport documents and is the last step in the sales...
10 After-sales: trouble tickets and activity tracking
The after-sales phase is focused on customer support and requires: Managing any problems or cu...
10.1 Trouble Tickets
A ticket applies across different areas: in HelpDesk it is considered as a request by the client,...
10.1.1 Service channels
The tickets can mainly come from three different communication channels: Phone: the client calls...
10.2 Timecards
It is possible to associate resolution actions with the tickets. This is a second level of detail...
10.3 SLA
The Service Level Agreement defines the level of efficiency that a company is committed to mainta...
10.3.1 SLA configuration
To configure the SLA module, access the SLA.config.php file in the subfolder where the CRM module...
10.4 Activity tracking
Tracking is useful for always storing and monitoring the time invested on your customers for any ...
10.5 Services Contract
In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to...
9 Sales: from the potentials to invoice
The main modules and processes involved in the pre-sales, sales and after-sales phases are: Le...
9.2 Quotes
You can create a new quote through the reports and Add Quote menu from the potential, company or ...
9.3 Sales orders
The potential can be considered as obtained when the order confirmation arrives. The order, howev...
9.3.1 Recurring billing from Sales Order
It is possible to activate the automatic generation of invoices from the sales order through the ...
9.4 Budget
The Potentials module shows information relating to their progress in relation to other linked it...
8 Inventory: products, services and price books
To manage the sales process via vtenext, first you must define the products/services catalogue, t...
8.1.1 Products bundle
You can create and manage product bundles by defining parent-child type inter-product relationshi...
8.1.2 Configurable products and product variants
From vtenext 20.04 it is possible to manage product variants with the new module Configurable Pro...
8.2 Product Lines
A product Line combines a group of products that meet the same type of needs. In simple terms, a ...
8.3 Services
Like the Products module, designed to distinguish the catalogue of physical products in the inven...
8.4 Price Books
The function of a price book is to collect a set of products whose price changes compared to the ...