وحدة التسعير أو وحدة العروض التجارية لدوليبار!

A. Store Dolibarr Jul 11, 2020 دوليبار 0 تعليقات

وحدة التسعير الخاصة بدوليبار تدعى أيضا "العروض التجارية"، وهي وحدة مجانية يتم تسليمها مع دوليبار ERP و CRM.

لتفعيل الوحدة، ندعوكم لاتباع الخطوات التالية:

انتقل إلى دوليبار الخاص بك، ثم سجل الدخول على حسابك، ثم انتقل إلى الصفحة: الرئيسية => الإعدادات => الوحدات.

ابحث عن وحدة "العروض التجارية"، ثم انقر فوق زر التفعيل.

خلق العروض التجارية أو عروض الأسعار على دوليبار:

خلق العروض التجارية على دوليبار يتم عبر الطرف الثالث. على سبيل المثال، يجب تعريف الطرف الثالث بالفعل على أنه "عميل" أو "عميل محتمل". وبطبيعة الحال يجب أيضا تفعيل وحدة "الطرف الثالث".

لإنشاء عرض الأسعار، انتقل إلى الحقل المخصص لـ "عميل أو عميل محتمل" في ملف "الطرف الثالث" المعني بعرض الأسعار، وانقر فوق الزر "إنشاء العرض".

املأ جميع الحقول الضرورية أو الاختيارية لإنشاء مسودة عرض، ثم تحقق من صحة الإدخال.

لاحظ أنه عند إنشاء أي عرض تجاري يكون في حالة "مسودة". ثم يذهب إلى حالة "المصادقة". يمكن أيضا تغيير حالتها إلى "موقّعة" (وافق عليها العميل)، أو "مرفوضة" أو ببساطة "مقفلة" في حالة إذا ما كانت الحالة "مغلقة".

الخيار الأفضل من دوليبار ERP هو أنه يمكننا تحويل العرض إلى فاتورة أو طلب بنقرة بسيطة على الزر، أي يدويًا، أو حتى بشكل تلقائي من خلال إعدادات الوحدة "عروض دوليبار التجارية ".

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