Rigol Distribucija

Beginner

By Ivan Bartonicek on November 15, 2017

Obrada Upita za konkretan uređaj

Unos CUSTOMERA


1. Nakon primitka upita, otvara se Customer ako već ne postoji. Selling ---> Customer ---> New (Edit in full page)

NAME AND TYPE
  • Full name: Puni naziv 
  • Customer Group: Commercial
  • Type: Company ako je firma, obrt, udruga ili ustanova / Individual ako je fizička osoba
  • Territory: Croatia
  • Tax ID: OIB
  • Billing Currency: HRK
  • Print Language: hr
  • Default Price List: Standard Selling ---> SAVE

ADDRESS AND CONTACT
  • New Address

  • Address Title: Puno ime kupca
  • Email Address: mail kupca
  • Address Type: Billing
  • Phone: broj kupca (ako postoji)
  • Address Line 1: Ulica i broj
  • City/Town: Ime grada
  • Country: Croatia
  • Postal Code: Poštanski broj 

  • REFERENCE: Add Row: 
  • Link DocType: Customer
  • Link name: Naziv Customera ---> SAVE

Opportunity

2. Radi se Opportunity. CRM --->Opportunity ---> New

NEW OPPORTUNITY
  • Title: Rigol
  • Opportunity From: Customer
  • Opportunity Type: Sales
  • Customer: Unesi Customera
  • Status: Open
  • **** Oznaci With Items (ako u upitu piše što traži)
ITEMS
  • Add Row: Unesi Item Code i Qty
CONTACT INFO
  • Customer: Naziv Customera
  • Territory: Croatia
  • Contact Person: +Create a new contact
Unesi sve podatke koje znaš

REFERENCE

Označi: Is Primary Contact

SOURCE
  • Company: B. L. Manufacturing d.o.o.
***Ako traženi uređaj nije na Stocku, radi se Supplier Quotation.  
Provjera Stocka:

Stock--->Stock Ledger--->B. L. Manufacturing, Vidi Balance Qty

Supplier Quotation

CRM --->Opportunity --->Odaberi na koji se odnosi
MAKE--->Supplier Quotation
  • Supplier: Rigol Germany
  • Company: B. L. Manufacturing d.o.o.
  • Unesi Item i količinu
  • Submit
  • Menu: Email
  • Standard Reply: Supplier Quotation
  • Provjerava se da li je Attach Document Print--->SEND
(Treba izbaciti iz Print verzije Description)


Quotation

CRM --->Opportunity --->Odaberi na koji se odnosi
MAKE--->Quotation
  • Series: BLG-
  • Valid Till: 10 dana
CURRENCY AND PRICE LIST
  • Currency: HRK
ADDITIONAL DISCOUNT (ako ga ima)

TERMS AND CONDITIONS
  • Terms: Rigol u dolasku (ako nije kod nas na stanju) / Rigol na stanju (ako je kod nas na stanju)
PRINTING SETTINGS
  • Letter Head: BLG
  • Print Language: hr
SAVE--->SUBMIT

MENU
  • Email
Standard Reply: Rigol Ponuda
Provjerava se da li je Attach Document Print--->SEND

2. Kada dobijemo potvrdu uplate od kupca, Ako nemamo na stanju radimo Purchase Order ako imamo, Sales Order

Purchase Order

Buying--->Purchase Order--->New
  • Supplier: Rigol Germany
  • Company: B. L. Manufacturing d.o.o.
CURRENCY AND PRICE LIST
  • Unos uređaja koji se naručuje & kolicina
PRINTING SETTINGS
  • Letter Head: BLG
  • Print Language: en
(Treba izbaciti iz Print verzije Description + moramo imati unos nabavne cijene u EUR)

  • Submit
Otvara Tamplate, Tekst prema dobavljaču, Provjerava se da li je Attach Document Print--->SEND

Sales Order

Selling--->Sales Order--->New
  • Customer: Unesi Customera
  • Company: BLM
  • Date: Taj dan
  • Item: Unos uređaja--->Delivery Date: 3-5 radnih dana
SAVE--->SUBMIT

MENU
  • Email
Standard Reply: Sales Order
Provjerava se da li je Attach Document Print--->SEND










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