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10.7 FAQs
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...
11 Passive cycle: vendors and purchase orders
vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders
11.1 Vendors
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 ...
11.2 Purchase Orders
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,...
12 Projects and Job Orders management
Project management in vtenext is organised over four modules: Job Orders Projects Project Tasks Project Milestones Tickets (cross-area use of the HelpDesk module)
12.1 Job Orders
From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Project Plans one. In this way more than one project plan can related to the same Job Order. Job Order detail Project Plan detail with related Job Order N.B.: it ...
12.2 Projects
To create a new project, access the module and press the button Key fields: Related to Link to the customers’ registry (Accounts/Contacts) present in vtenext, if the project relates to the customer. If it is an internal project, it can be left...
12.3 Project Tasks
Operations comprise the internal phases of the planning that, once completed, lead to the conclusion of the project. The user assignee of the operation will be able to update the state of progress of the activity through the Progress and Hours spent fields....
12.4 Project Milestones and Progress Chart
Project Milestones represent the end points of planning steps. In the graph they are represented by a dot on the indicated day. It is also possible to change the colour of the bars in the graph in SETTINGS > LISTVIEW COLOURS. By selecting the Project Tas...
12.5 Tickets
A further level of detail, under Project Tasks, relates to tickets.To use tickets as project activities, it is a good idea to categorise them in order to distinguish them from tickets relating to assistance (you just need to use the Category field). Warning: ...
13 Reports and charts
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...
13.1 Reports
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...
13.2 Charts
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...
14 PDF Maker
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.
14.1 Create a PDF template
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 ...
14.1.1 Insert images in PDF
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 ...
14.1.2 Insert tables in PDF
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...
14.2 Products block within PDF templates
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 ...