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13.2 Charts

User Manual vtenext 26.07 13 Reports and charts

Once you have created a report you can generate a chart from it using the Create Graph button. Type Click on the type of chart you want: pie, histogram, bar … Chart Name Enter chart name Show Legend Activate to view the legend Show Labels Activate to display ...

14 PDF Maker

User Manual vtenext 26.07

14 PDF Maker

User Manual vtenext 26.07 14 PDF Maker

The PDF Maker module allows you to create PDF documents that are generated with the rationale of "printing and merging" the data contained in vtenext and in an export model.

14.1 Create a PDF template

User Manual vtenext 26.07 14 PDF Maker

To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the right and indicate the name for the template and the reference module: the template will be available for the indicated module only. This means that we will find ...

14.1.1 Insert images in PDF

User Manual vtenext 26.07 14 PDF Maker

Press the Image button in the editor: URL insert the URL of the image (if already present); if the URL is not already present, click Search on the server to upload an image Width / Height to change the image size in the template blocks height-width proportion...

14.1.2 Insert tables in PDF

User Manual vtenext 26.07 14 PDF Maker

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is highlighted in the following image: When the "table creation" icon is clicked, a dialog window will open that will allow us to enter the values of the specific tabl...

14.2 Products block within PDF templates

User Manual vtenext 26.07 14 PDF Maker

For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product block into the templates. There are predefined product block models that can be quickly inserted into the template. To insert a product block model, select the block...

14.3 Barcodes

User Manual vtenext 26.07 14 PDF Maker

It is possible to insert barcodes inside the template through the "Other information" Tab: It is possible to insert a fixed number or a variable within this string. The number or variable will be inserted instead of "YOURCODE": Example of a result:

14.5 Export to PDF

User Manual vtenext 26.07 14 PDF Maker

To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in the top right-hand corner. The PDF Maker panel for exporting the document will appear. Choose the desired model and press Export in PDF. At this point the system wi...

14.6 Products Images in PDF

User Manual vtenext 26.07 14 PDF Maker

In the product block models, you can also add thumbnails related to the images uploaded in the product sheet. Warning! The appropriate variable for the product image must be inserted in the template. The $PRODUCTS_IMAGENAME$ variable must be inserted between t...

14.7 Custom Functions in PDF

User Manual vtenext 26.07 14 PDF Maker

It is possible to define custom functions for data processing within the PDF Maker. To add a custom function, place the PHP file with the function code inside the modules/PDFMaker/function folder; the file will be included automatically. The its4you.php functi...

14.8 PDF file name

User Manual vtenext 26.07 14 PDF Maker

In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows you to define the file name according to your needs. It is possible to combine text strings, module variables and standard variables such as the template name, cu...

14.9 Export/Import PDF Template

User Manual vtenext 26.07 14 PDF Maker

You can import or export the templates of the PDF Maker module in XML format using the appropriate buttons. This feature is only available to CRM administrator users.

14.10 Language Labels in PDF Maker

User Manual vtenext 26.07 14 PDF Maker

The Labels feature available in PDF Maker is very important if you want to manage PDFs in multiple languages. When you open a PDF template for editing (or during creation, it makes no difference), a tab called Labels appears at the top. Clicking on it takes yo...

15 Other Functions

User Manual vtenext 26.07

New Page

User Manual vtenext 26.07 15 Other Functions

15.1 RSS

User Manual vtenext 26.07 15 Other Functions

It is possible to provide constant and real time updates to all vtenext users through the RSS Feed links available on the web or specially created by the company. vtenext provides the option of choosing from a list of RSS feeds available for users and viewing ...

15.2 My Sites

User Manual vtenext 26.07 15 Other Functions

This area allows you to view websites of interest directly on vtenext. The system is also very useful for connecting to shipment tracking or communicating with web-based suppliers.