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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...

At this point the campaign recipients target must be defined, associating Targets and Campaigns. In the campaign tab, select the Target module and then Add Target in the Relations menu. If the target has already been created, use Select Target to select it.N.B...

Return to the campaign record and, through the “Relations” menu, choose the Newsletter module then choose Add Newsletter. A new newsletter tab will be created. Newsletter Name Choose a name that is connected to the newsletter objective (the name ...

Refer to the previous sections for the general template configuration instructions. There are special variables available for newsletter templates. Variables common to the target A single variable for mapping different fields according to the target. For exa...

As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsletter” wizard. In practice, the wizard proposes a 5-step procedure to create a newsletter. Warning! If you click the "Create Newsletter" button from the Campaign...