New order

Modified on 2008/11/20 15:58 by stefano Categorized as Uncategorized
10.2.1 New order
You can create a new order that can be converted in .pdf format and printed by clicking on the "New order".

{{<img src="{up}Manuale IT/10.2.1 vendite - ordini - nuovo ordine00.PNG"/>}}In the section "Orders" 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 "Owner" you must select the owner: {{<img src="{up}Manuale IT/face.PNG"/>}}, click Insert a possible search, click {{<img src="{up}Manuale IT/OK.PNG"/>}} key and select the user;
* in the field "Area Manager" you can select a user of that type: {{<img src="{up}Manuale IT/face.PNG"/>}}, click Insert a possible search, click {{<img src="{up}Manuale IT/OK.PNG"/>}} key and select the user you want; to remove the user is just click {{<img src="{up}Manuale IT/X red small.PNG"/>}};
* in the field "Decompression" you can indicate the contact that has marked the quote request: {{<img src="{up}Manuale IT/face.PNG"/>}} click and search (for details see [New leads|New leads]);
* to fill in the fields "OrderDate" and "Data delivery alleged" 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 {{<img src="{up}Manuale IT/seldate.PNG"/>}}:
{{<img src="{up}Manuale IT/calendario.PNG"/>}}So you can select the date from the calendar, clicking on the desired day directly. To change click on {{<img src="{up}Manuale IT/monthprev.PNG"/>}} month (previous month) or {{<img src="{up}Manuale IT/monthnext.PNG"/>}} (next month). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}};
* in the field "Price list" you can choose between the lists included in section {{<img src="{up}Manuale IT/CATALOGO.PNG"/>}} {{<img src="{up}Manuale IT/CATALOGO gestione listini.PNG"/>}} ([Management lists|Management lists]);
* the field "Data delivery" is configurable in the {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} section under the heading "Returns" ([Deliveries|Deliveries]); where a date {{<img src="{up}Manuale IT/seldate.PNG"/>}} 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 "order:" <titolo ordine>";
* in the field "required by" you can enter the applicant for the order by selecting the type of tab you want and clicking {{<img src="{up}Manuale IT/face.png"/>}} will appear for the search box (see for more information about the search for companies and contacts window [New leads|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;
* 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|Payments]), and in the case have not been selected will be those marked "default" in section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} ([Payments|Payments]).

{{<img src="{up}Manuale IT/10.2.1 vendite - ordini - nuovo ordine01.PNG"/>}}In the section "Invoice linked" you can insert data relating to the invoice for the order.

To compile the "Invoice date" fields "Expiration date" and "Payment date" 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 {{<img src="{up}Manuale IT/seldate.PNG"/>}}:
{{<img src="{up}Manuale IT/calendario.PNG"/>}}So you can select the date from the calendar, clicking on the desired day directly. To change click on {{<img src="{up}Manuale IT/monthprev.PNG"/>}} month (previous month) or {{<img src="{up}Manuale IT/monthnext.PNG"/>}} (next month). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}}.

{{<img src="{up}Manuale IT/10.2.1 vendite - ordini - nuovo ordine02.PNG"/>}}Section "Order lines" should be inserted articles for which you are making the order, specifying their costs and shipping costs. Fill in a timely manner in various fields bearing in mind that:

* first select the currency (the currencies can be set in the {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} {{<img src="{up}Manuale IT/SETUP.PNG"/>}} heading "Currency" ([Currencies|Currencies]));
* You can manually enter a product by filling in the various fields, or select it from a catalog ({{<img src="{up}Manuale IT/CATALOGO.PNG"/>}} {{<img src="{up}Manuale IT/CATALOGO prodotti.PNG"/>}}, [Products|Products]) clicking {{<img src="{up}Manuale IT/magnify.PNG"/>}}, in which case the search window will appear products:
{{<img src="{up}Manuale IT/3.6.2 crm - opportunità - visualizza02.PNG"/>}} insert a key click {{<img src="{up}Manuale IT/tree.PNG"/>}} and/or research and select a product category
, after which click {{<img src="{up}Manuale IT/CERCA.PNG"/>}}: all products are listed ({{<img src="{up}Manuale IT/CATALOGO.PNG"/>}} {{<img src="{up}Manuale IT/CATALOGO prodotti.PNG"/>}} ([Products|Products]))
) the imposed conditions: select an article by clicking on its description. To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}};
* If you have selected a product from catalog you can view the characteristics clicking {{<img src="{up}Manuale IT/viewuser.PNG"/>}};
* by selecting a product from catalog fields "VAT" and "Discount %" must still be drawn up;
* to insert a new product click {{<img src="{up}Manuale IT/AGGIUNGI PRODOTTO.PNG"/>}};
* to delete a product click {{<img src="{up}Manuale IT/ELIMINA.PNG"/>}};
* to recalculate total after one change click {{<img src="{up}Manuale IT/CALCOLA TOTALE.PNG"/>}}.

{{<img src="{up}Manuale IT/10.2.1 vendite - ordini - nuovo ordine03.PNG"/>}}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 {{<img src="{up}Manuale IT/ARCHIVIO.PNG"/>}} {{<img src="{up}Manuale IT/ARCHIVIO documenti.PNG"/>}} ([Documents|Documents])) {{<img src="{up}Manuale IT/adddoc.PNG"/>}} click and select the desired file.

To attach more documents click {{<img src="{up}Manuale IT/AGGIUNGI ALLEGATO.PNG"/>}} to create new rows to insert the file.

To download an attached document click {{<img src="{up}Manuale IT/download.PNG"/>}}.

To remove the link to a file click on the button {{<img src="{up}Manuale IT/X red small.PNG"/>}}.

Once compiled all desired and necessary fields {{<img src="{up}Manuale IT/SALVA.PNG"/>}} click to save the order: you will create a generic activity entitled "order:" <nome cliente>".
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