New preventive

Modificata il giovedì, 01 ottobre 2009 00:09 da stefano — Categorizzata come: Non Categorizzata

New quote ¶

By clicking on "New preventive" you can create a new budget that can be sent via e-mail or converted in .pdf format and printed.

In the section "Quotes" should be inserted personal data and the terms of payment and delivery. Fill in a timely manner in various fields bearing in mind that:

in the field "required by" you can enter the applicant of the budget by selecting the type of tab you want and clicking will appear for the search box (see for more information about the search for companies and contacts window New leads, between lead research is quite similar to that between contacts);
fields "address..." you either automatically to the selection of the applicant with the data in the relevant tab;
the "prior" field may be free (in which case should be completed manually) or automatic (set in section , under the heading "Progressive preventive" (Progressive quotes));
If the applicant for the prior is a company, the mode of payment between which you can choose will be selected under the heading "Wallet" farm (Payments), and in the case have not been selected will be those marked "default" in section (Payments).

in the field "Owner" you must select the owner: , click Insert a possible key search, click and select the user;
in the field "Area Manager" you can select a user of that type: , click Insert a possible key search, click and select the user you want; to remove the user is just click ;
in the field "Decompression" you can indicate the contact that has marked the quote request: click and search (for details see New leads);
to fill in the fields "Preventive date" and "Date validity" type directly the date (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or click on the icon :
So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or (next month). To close the window click ;
in the field "Price list" you can choose between the lists included in section (Management lists);
the field "Data delivery" is configurable in the section under the heading "Returns" (Deliveries); where a date click to select it from the calendar;
If the "Generate activity" field is selected to the saving of the quote will be generated a generic activity entitled "budget:" "; In the section"Proposal for a provision"should be inserted articles for which it is doing the quote, specifying their costs and shipping charges." Fill in a timely manner in various fields bearing in mind that:

first select the currency (the currencies can be set in the heading "Currency" (Currencies));
You can manually enter a product by filling in the various fields, or select it from a catalog ( , Products) clicking , in which case the search window will appear products:
insert a key click and/or research and select a product category ( below the catalog entry = categories (Categories)), then click : all products are listed ( (Products))
) the imposed conditions: select an article by clicking on its description. To close the window click ;
If you have selected a product from catalog you can view the characteristics clicking ;
by selecting a product from catalog fields "VAT" and "Discount %" must still be drawn up;
to insert a new product click ;
to delete a product click ;
to recalculate total after one change click .

The "Notes" section allows you to insert any type of annotation, while the "Attachments" section allows you to associate files with the quote.

Selecting the "attach products tabs if existing" when printing or sending of the quote, you can attach the products tab referred you is when you quote.

To attach a document in PDF previously loaded into (Documents)) click and select the desired file.

To attach more documents click to create new rows to insert the file.

To download an attached document click .

To remove the link to a file click on the button .

Once compiled all desired and necessary fields click to save the quote: you will create a generic activity entitled "budget:" ".