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8 Inventory: products, services and price books
...cycle. As for the other vtenext modules, to create a product simply cl ...ick on the icon in the module. Key fields: Product Name Name of product Product Code This value appears in Quotes, Sales Orders, Invoices and Delivery Notes Vendor Allows the produ...
8.2 Product Lines
...h groups using the Product Line module. The record for the line includ ...add new ones. The product lines module produce the statistics present within each linked potentials in addition it generates the statistics within Budget tab linked to all the exis...
9 Sales: from the potentials to invoice
The main modules and processes involved in the ...ers) are managed with the Leads module. As explained in the first part of this manual, the sales person who manages the lead will convert it into a customer (company and/or contact) only after the expression o...
9.1 Potentials
...entials, as for all the vtenext modules. Potential Name Name of the po ...tom report in the Opportunities module, it is possible to monitor the Budget Delta that still needs to be reached. See also the dedicated chapter (Chapter 8.2 – Product Lines) Charts...
9.3 Sales orders
...t PBlockRO For the Sales Orders module (this field is available only i ...n this module), the "PBlockRO" field is available. It can be activated via a process and then managed through conditional fields so that, if checked, it will hide the product block w...
9.6 Delivery Notes
The Delivery Notes module is used to manage transport doc ...pter dedicated to the PDF Maker module.
10.1.1 Service channels
...ding of the box in the HelpDesk module. All emails received in the inb ...ve in real time in the HelpDesk module. You and the customer can have a conversation through comments. The Portal is not only a ticket acquisition channel but also a real management ...
10.3 SLA
... at 10.00 the following day, 6 March. In vtenext, the SLA functionality is integrated with the HelpDesk module, counting the time from the ope ...so it must be activated for the module to work. See the relevant chapter: CRONJOB – Processes to be scheduled.
10.5 Services Contract
... there is the SERVICE CONTRACTS module dedicated to the management of ...te the service from a connected module. Priority is given to Accounts Tracking unit Calculated on the basis of the units used When the contract service is added from invoice, quote, ...
10.6 Installations
...e this information in a special module that links customer and product ...s. The Installations module allows you to track all the registration numbers that have been sold/hired to customers, while also monitoring the history of any assistance provided on t...
12 Projects and Job Orders management
Project management in vtenext is organised over four modules: Job Orders Projects Project T ...(cross-area use of the HelpDesk module)
12.3 Project Tasks
...tions From vtenext 20.04 in the module Project Task we can find the ne ...Daily cost field in the Account module Detail Project with Project Budget Detail Project with Pack Budget Detail Project with Consumptive Budget N.B. As the type of Service Delivery ...
17.2 Workflow
The Workflow tool was replaced by the module processes (Process Manager). It ... the following pop up: Workflow module has been replaced by Processes. Would you like to create a process?
17.5 Wizard Creator
... a tab in the view by list of a module. In the specific example, a Wiz ...ts. You then go to the specific module and click on the page configuration. Click on "New basic tab" and choose a name for this new view. When you click the "Create" button, a blank ...
18.5 Server SoftPhone Settings
...call history in the PBX Manager Module (Call Manager Module) Associate the phone calls with the Contact/Account/Lead in the Activity History. Set user extensions through the User Preferences data sheet. Phone numbers format: you can save the number in vten...
21 CRONJOB
...ications, newsletters, Messages module, Mail Scanner and SLA. To activ ...fications) Newsletters Messages Module (automatic download of messages) The automatic processes relating to the following functions must, instead, be activated manually: Mail Scanner...
3.6 Send Newsletter
...ect a record from the Campaigns module involved in the process. - Send ...s, Contacts, Targets, and Leads modules can be selected. - Subject -> the subject line of the newsletter. - Email Template -> the email template used as the newsletter body. - Body -...
15.1 Sub-processes: Configuration and Usage Modes
...l not be possible to select any module, as the instance defined in the ...he data of the instances of the modules involved in the "parent" process (Figure 7) Figure 7 Due to a structural technical limitation of the system, it is NOT possible to call the sa...