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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.

From vtenext 20.04 it is possible to manage product variants with the new module Configurable Products. By following the logics of a normal e-commerce we can manage father products and the related variants. Let’s make an example to better understand this funct...

The vtenext GDPR APP is a self-service tool for personal data management by customers. To allow customers to use this tool, a campaign must be created in vtenext for contacts and leads, with an invitation to access the Web App. Each contact in the CRM will...

Requirements:Use vtenext 19.10, making sure the system is configured for sending emails 1) Firstly you must check the GDPR settings by clicking on Settings: 2) Click on the ‘Customer tools’ menu and then on the ‘GDPR’ section 3) At this point all the GD...

Process start emailA pre-compiled email template introduces the requirement to confirm your choices concerning personal data processing. 1 Welcome landing pageA simple online form is provided for verification of the effective possession of the mailbox in q...

The employee module allows you to register your internal and external employees and co-workers in vtenext. Whenever a new user is created, a new employee record is generated automatically. The module can be managed like all the others, modifying the “employme...

vtenext contains various tools for mass communications: Newsletter Campaigns Step 1: Campaign Step 2: Target Step 3: Newsletter Common variables to the target Wizard “Create Newsletter” Email Sending Statistics and more Manual management of uns...

The Newsletter module, integrated with the “Campaigns” module, is the vtenext solution for management of mass mailing of newsletters to accounts, contacts and leads towards an unlimited target of recipients for campaigns. In addition to sending marketing camp...

In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific target in your database, you must first create a new campaign that will act as the newsletters “container”. Note that “Campaigns” is a horizontal module that can b...