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Das Dolibarr Quote-Modul, auch "Commercial Proposals" genannt, ist ein kostenloses Modul, das mit Dolibarr ERP und CRM geliefert wird.
Um das Modul zu aktivieren, laden wir Sie ein, die folgenden Schritte auszuführen:
- Gehen Sie zu Ihrem Dolibarr, stellen Sie eine Verbindung mit Ihrem Administratorkonto her und gehen Sie zur Seite: Home => Konfiguration => Module.
Suchen Sie nach der Registerkarte "Kommerzielle Vorschläge", auf der das Modul angezeigt wird, und klicken Sie dann auf: Aktivieren.
Erstellung eines kommerziellen Vorschlags oder Zitats zu Dolibarr:
Die Erstellung eines kommerziellen Vorschlags in Dolibarr erfolgt durch Dritte. dh der Dritte muss bereits als "Kunde" oder "Interessent" definiert sein. Natürlich muss auch das Modul "Drittanbieter" aktiviert worden sein.
Um ein Angebot zu erstellen, wechseln Sie zur Registerkarte "Kunde oder Interessent" der vom Angebot betroffenen Datei "Drittanbieter". Klicken Sie auf die Schaltfläche "Angebot erstellen".
Füllen Sie alle erforderlichen oder optionalen Felder aus, um einen Vorschlag zu erstellen, und validieren Sie den Eintrag.
Beachten Sie, dass sich ein Geschäftsvorschlag beim Erstellen im Status "Entwurf" befindet. Dann geht es in den "validierten" Zustand. Es kann auch in den Status "signiert" (der Kunde hat es akzeptiert.) Oder "abgelehnt" oder einfach "geschlossen" geändert werden, wenn der Fall "geschlossen" ist.
Die beste Option des Dolibarr ERP ist, dass wir das Angebot mit einem einfachen Klick auf die Schaltfläche, dh manuell oder sogar automatisch über die Modulkonfiguration, in eine Rechnung oder eine Bestellung umwandeln können. " Dolibarr Geschäftsvorschläge "
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