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The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages; by clicking on it, you can access a popup containing all the terms of use of the program’s Business license. Since the 19.10 version, and only for On-Site instal...

From vtenext settings the crm synchronization function can be accessed with other applications. The synchronizable platforms available are as follows: Hubspot Salesforce SuiteCRM Jira vtiger Magento Prestashop Shopify WooCommerce The synchronizab...

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.

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 ...

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 ...

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 t...

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 ...

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:

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...

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 bet...

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 functio...

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...

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.

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 ther...

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 moduleOnce you click the button, a wiza...

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 vi...

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 ...

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,...

This section consists in a brief introduction to vtenext for those who are accessing the system for the first time. The goal is to provide to the user with the basic knowledge to become familiar with this tool, which is designed to be intuitive and easy to use...