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FAQs (Frequently Asked Questions) refers to typical questions relating to the standard scenario, with answers that provide guidelines that can be consulted in a list. In vtenext they can be used: As basic knowledge provided to your customer on a certain produc...

vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders

In the same way as the Accounts registries, you can enter the vendor data sheets here that contain general contact information: name, email, telephone, site, accounting code, category, etc. Again in this case, the Layout Editor permits the administrator user t...

Through Add Purchase Order from the reports menu of the supplier data sheet, you can attach a pre-filled order with the link to the supplier in question. The rationale of the Purchase Order is the same as that of the Sales Order that has already been covered, ...

Project management in vtenext is organised over four modules: Job Orders Projects Project Tasks Project Milestones Tickets (cross-area use of the HelpDesk module)

From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Project Plans one. In this way more than one project plan can related to the same Job Order. Job Order detail Project Plan detail with related Job Order N.B.: it is poss...

To create a new project, access the module and press the button Key fields: Related to Link to the customers’ registry (Accounts/Contacts) present in vtenext, if the project relates to the customer. If it is an internal project, it can be left empty Type Custo...

Operations comprise the internal phases of the planning that, once completed, lead to the conclusion of the project. The user assignee of the operation will be able to update the state of progress of the activity through the Progress and Hours spent fields. Th...

Project Milestones represent the end points of planning steps. In the graph they are represented by a dot on the indicated day. It is also possible to change the colour of the bars in the graph in SETTINGS > LISTVIEW COLOURS. By selecting the Project Tasks mod...

A further level of detail, under Project Tasks, relates to tickets. To use tickets as project activities, it is a good idea to categorise them in order to distinguish them from tickets relating to assistance (you just need to use the Category field). Warning: ...

Through Reports and Charts, you can examine the data in vtenext and extrapolate them from different points of view. Reports Charts First of all, you have to identify the type of data extraction you want (i.e.: what do you want to obtain?) and, from there, buil...

Reports are organised in folders. You can create new ones and delete them (only empty folders can be deleted), and also switch to list view via the List button. To create a new report, click on the button from the Reports module Once you click the button, a w...

Understanding the CRM Data Model Before creating a report, it is essential to have a good understanding of the available data structure. Otherwise, you risk designing a report without knowing whether a specific piece of information is actually stored in the CR...

In this chapter, we will create a report using data from a single module, applying filters and aggregations to the displayed information. The examples provided in this document are intended solely for illustrative purposes and are not necessarily representativ...

In this section, we will explore in greater detail some of the configurations introduced earlier and examine additional steps of the report creation wizard that have not yet been covered. Unlike the previous chapter, we will not walk through the complete repor...