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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 ...

9.1 Potentials

User Manual vtenext 22.05 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...

8.5 Products and Services Import/ Export

User Manual vtenext 22.05 8 Inventory: products, services and pri...

With the export and import functions, you can exchange vtenext data with a large number of third-...

8.4 Price Books

User Manual vtenext 22.05 8 Inventory: products, services and pri...

The function of a price book is to collect a set of products whose price changes compared to the ...

8.3 Services

User Manual vtenext 22.05 8 Inventory: products, services and pri...

Like the Products module, designed to distinguish the catalogue of physical products in the inven...

8.2 Product Lines

User Manual vtenext 22.05 8 Inventory: products, services and pri...

A product Line combines a group of products that meet the same type of needs. In simple terms, a ...

8.1.2 Configurable products and product variants

User Manual vtenext 22.05 8 Inventory: products, services and pri...

From vtenext 20.04 it is possible to manage product variants with the new module Configurable Pro...

8.1.1 Products bundle

User Manual vtenext 22.05 8 Inventory: products, services and pri...

You can create and manage product bundles by defining parent-child type inter-product relationshi...

6.1.7 Newsletter Template Creation

User Manual vtenext 22.05 6 Marketing Communication Tools

Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...

6.1.6 New Newsletter editor

User Manual vtenext 22.05 6 Marketing Communication Tools

From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...

4.6 Book me - Make an appointment

User Manual vtenext 22.05 4 Calendar and Activities

Version 21.01 onward includes the new Book me function to make appointments based on the calendar...

4.4 Shared calendar access and events visibility

User Manual vtenext 22.05 4 Calendar and Activities

To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...

4.3 Shared Calendar and preferences

User Manual vtenext 22.05 4 Calendar and Activities

The user can set up several fields from the calendar settings icon  (accessible also from User Pr...

4 Calendar and Activities

User Manual vtenext 22.05 4 Calendar and Activities

The vtenext calendar allows you to award a priority to your activities, specifying the users or c...