Inventory Management How tos
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[edit] How to change the tax rate?
Login using an administrative account then select Settings tab. In the Settings menu scroll down to Other Settings section and select Tax Calculations. In the Tax Calculations page, specify taxes as per your business requirements.
[edit] How to send quote to the customer?
Goto Inventory then Quotes. Add a new quote, Fill in mandatory data: Subject, Account Name, Billing & Products. Click Save, then on the right hand side select Export to PDF. Send via preferred choice.
[edit] How to add 100 products using Excel/CSV
TBS
[edit] How to get total field of purchase order table with report
TBS
[edit] How to make a report that includes both Quote and Product
Does anyone have any thoughts on how to make a report that includes both Quote and Product information... moreover, how does one go about producing lists/reports that show the Product associated to quantities sold as well as prices sold at (average prices would be great also). thoughts? ideas? slight notions that have a small chance of shedding a tiny light in this dark and mysterious area?
Ans:
[edit] How to print ASSIGNED TO details on Quote and SO
I need to show the owner name (and cell phone) in the PDF of the quote (ie the assigned salesman) soi that the customer can easily call back for info/negotiation/closing. It should be easy in principle as in the detailview quote HTML/PHP I have the faculty to choose the Assigned To.
Ans: To change the Quote PDF and add the currently assigned user as a field: EDIT: (vtigercrm5apache\htdocs\vtigerCRM\modules\Quotes\CreatePDF.php) and add the following line in the //Quote Information section: $assigned_to =getUserFullName($focus->column_fields["assigned_user_id"]);
Then within the quote header you can reference the 'assigned_to' i.e. $pdf->addBubbleBlock($assigned_to, "Assigned To", $acctBubble);
[edit] How to assign a Product to an account?
I just want to assign a product to an account. Let's say i am an agency selling webhosting accounts to customers. Now a new customer books a premium package...
My wish would be:
- Select the account
- Scroll down to products
- Choose the existing product and assign it to the new customer
Ans:
[edit] How to set seed invoice number
TBS
[edit] Is there any way to create an invoice or a Quote in a different currency than the default currency for the logged user?
Ans:There is a possiblity to do that. create a new currency from Settings > Currencies and assign the new currecy to the user. now if you logged in using that user account, you can create invoice or quote using user selected currecy.
[edit] Can I email a quote just created, without much manual operations?
Ans:we do not currently have this feature. We will ticket it as a Feature request for future implementation.
[edit] Can I create a follow up for the quote just created, without much manual operations?
Ans: We can create a follow up of Quotes in the following way:
- Got to the details page of a Quote.
- YOu can edit the Quote stage Information here by choosing the stage from the drop down list.
- You can save to update the information.
- Please scroll down to find the quote stage History, which will show the updated information
- You can also use the TODO button to add a follow up task for your reference and save it.
[edit] How to use price books?
Price Books implement the function of differentiated price lists for different customer groups. The price in the products list is the cost for buying the product.
[edit] How to remove/hide Shipping Address in module Quotes
Ans: database Database: vtigercrm5 - Table: vtiger_field -- set displaytype 0 ( for columnname ship_street )