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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...

The after-sales phase is focused on customer support and requires: Managing any problems or customer requests about the products/services provided; Providing the customer with a tool for monitoring the progress of work on each request; Providing the sales...

A ticket applies across different areas: in HelpDesk it is considered as a request by the client, but after the sale it can also be used for internal company requests (non-conformity management) and for project activities (Planning). It is advisable, therefor...

The tickets can mainly come from three different communication channels: Phone: the client calls your company to request support, in this case the ticket will be created by your operator manually on vtenext. Email: you can dedicate an email address to the ma...

It is possible to associate resolution actions with the tickets. This is a second level of detail, if a ticket requires more actions for the problem to be resolved. Date Date of intervention Assigned to User or group of users ...

The Service Level Agreement defines the level of efficiency that a company is committed to maintaining in regard to its customers with respect to the provision of a service. The efficiency of the support is measured not only in terms of effectiveness, i.e. the...

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...

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,...