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To configure the SLA module, access the SLA.config.php file in the subfolder where the CRM modules/SLA is installed. Then open the file with an editor (e.g. Notepad++): The file allows you to define a series of settings related to the SLA count; details ...

Tracking is useful for always storing and monitoring the time invested on your customers for any kind of activity. The tool is present in the Company, Contact, Ticket sheet and in email (Messages module), in the form of the Play, Pause and Stop buttons. As ...

In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to a customer, which tracks the provision of the service during the time provided for by the contract.For example, if you sell a 20-hour service package valid for 1 ...

Some companies need to associate a specific serial or registration number to a sold product. vtenext allows you to store this information in a special module that links customer and products. The Installations module allows you to track all the registration nu...

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 produ...

The main modules and processes involved in the pre-sales, sales and after-sales phases are: Leads Potentials Quotes Sales and Purchase Orders Invoices HelpDesk and FAQs What are normally defined as marketing lists (from websites, word-of-mouth, fair...

A potential is established if there is a real interest in your products/services from both potential and current customers, opening up a negotiation process. If it is not created automatically through conversion (see the section on Leads), you can subsequently...

You can create a new quote through the reports and Add Quote menu from the potential, company or contact registry.NB.: a quote cannot be created starting from a lead.Alternatively, you can create a new quote from the Quotes module using, entering the links to ...

The potential can be considered as obtained when the order confirmation arrives. The order, however, may change from the initial proposed quote. vtenext gives you the option of keeping track of these differences. By default, the Generate Sales Order button fro...

It is possible to activate the automatic generation of invoices from the sales order through the options in the Recurring Billing Information block. Enable Recurring Tick to enable automatic invoice generation from the sales order, after creat...

The Potentials module shows information relating to their progress in relation to other linked items. The Budget module is navigable through the tabs shown in the figure: The Information tab directly relates to the potential, while other data sheets relate ...

The billing module is useful for managing the administrative part in vtenext (amounts to be paid, closed invoices, outstanding invoices) and keeping all the customer history in one platform. The module can be used independently from the Quotes module. Compani...

The Delivery Notes module is used to manage transport documents and is the last step in the sales-administration cycle. Enter the main fields and the products related to the shipment. It is possible to create a Delivery Note starting from a sales order thro...

To manage the sales process via vtenext, first you must define the products/services catalogue, then the specific price books and product lines. These actions make it possible to manage diversified sales activities, customer types that require price diversific...

You can create and manage product bundles by defining parent-child type inter-product relationships. Product bundles are useful when managing complex products, meaning “parent” products composed of multiple single “child” products. For example: a fully assemb...

A product Line combines a group of products that meet the same type of needs. In simple terms, a product line can be a goods category, such as Hardware, Software, or Services. vtenext allows you to create such groups using the Product Line module. The record ...

Like the Products module, designed to distinguish the catalogue of physical products in the inventory, the Services module distinguishes services such as training and assistance packages, defined by a duration (hours, days, years). Key fields of the Services ...

The function of a price book is to collect a set of products whose price changes compared to the unit price, defined in the product record. To create a price book, click on . To avoid confusion, the Price Book must be given a unique name. The program also a...

With the export and import functions, you can exchange vtenext data with a large number of third-party programs. All product/service data can be exported or imported in .csv format. For details on the import/export procedure, please refer to the relevant chapt...

You can reach this option from Settings > Other settings > Inventory: Terms and conditions. It allows you to formulate the terms of sale which will automatically appear each time a quote is filled in.