Dino - Revision history

Monica.Sanna at 16:05, 4 March 2025

Monica.Sanna — Tue, 04 Mar 2025 16:05:07 GMT

← Older revision		Revision as of 16:05, 4 March 2025
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	[[category:JM/Manuale]]		[[category:JM/Manuale]]
	[[category:AM/Manuale]]		[[category:AM/Manuale]]
-
-
-
-	~~<!-- HELP: AM/W10027 -->~~
-	~~<!-- HELP: JM/W10027 -->~~
-	~~<!-- HELP: JM/W20027 -->~~

Lyna.Ferhi: moved Customers to Dino: revert

Lyna.Ferhi — Wed, 10 Jul 2024 16:53:15 GMT

moved Customers to Dino: revert

← Older revision

Revision as of 16:53, 10 July 2024

Lyna.Ferhi at 15:24, 10 July 2024

Lyna.Ferhi — Wed, 10 Jul 2024 15:24:48 GMT

← Older revision		Revision as of 15:24, 10 July 2024
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	[[image:finestraarchiviocontatti.png\|500px\|thumb]]		[[image:finestraarchiviocontatti.png\|500px\|thumb]]
-	{{NB\|To access this ~~window from~~ Opera Job Management: ~~open~~ ''Jobs'' menu, ~~then~~ select ''Customers''}}	+	{{NB\|To access this panel in Opera Job Management: from the ''Jobs'' menu, select the ''Customers''.}}

-	This ~~archive works as a contact database. A contact can be saved as ''Customer'', ''Supplier'', ''Agent''~~ or ~~''Other~~.	+	This file is for recording or editing customer master records.
-	~~It is very useful because it allows to automatically compile the heading data~~ of ~~various formas, for example~~ the ~~supplier information in the order of material.~~	+	The contents of the framework are described below:

-	~~Content description:~~

-	*'''~~Key~~, ~~Type~~, ~~Order by~~''': These ~~boxes facilitate and speed up~~ the ~~search~~ for a ~~specific supplier,~~ and to ~~order suppliers~~ in the ~~way that best meets~~ the ~~operator’s needs~~.	+	*'''Name, Address, Postcode, City, Country, State, VAT number, Tax code, Tel #1, Tel #2, Cell#, Fax, E-mail, Skype:''': These are the master data of the holder of the document.
		+	*'''Main Contact''': It is the name of a person to refer to in customer contacts.
		+	*'''Note''': Useful box for entering some notes about the client.
		+	* '''Area''': The zone to which the client belongs. More on this topic can be found on the page on [[Area]].
		+	* '''Agent''': The code of the agent intervening in the sale. See the guide on [[Agents]] for more information.
		+	* '''Activities''': The client's [[activity\|activity]] code.
		+	* '''Discount''' It is the percentage discount that is generally intended to be applied to the customer.
		+	* '''Payment Conditions.''': It is possible to set a payment mode that you intend to apply to the customer by detecting it from the archive of [[payment types\|payment types]].
		+	*'''Bank''': The name of the bank at which the customer is served. This name can be shown on both the printout of the customer's transaction sheet and the printout of invoices and Bills of Lading.
		+	{{NOTE\| If you wish to report the name of the bank on the printout of the different documents, in addition to filling in the relevant field in the Customer Archive, you must activate the print field in the Data Coordinates frame and set the fincature in the layout you have chosen to use within the [[document layout\|document layout]] archive.}}

-	* [[File:tastostampa2.png]]: It starts the Archive of suppliers’ printout: user has at his disposal two types of prints: '''List''' or '''Phone directory'''.
-	The first one prints out a list in alphabetical order of the stored suppliers; the second one prints out a phone direcotry, where the suppliers are divided in sheets marked according the alphabetical letters on which they belongs.

-	*'''Code''': This is the code assigned to a supplier automatically by the program, but it can be changed.	+
-	*'''Name, Address, Post Code..''': ~~This includes the supplier’s registry data. This data is used every time an order for the supplier is printed.~~	+	[[category:JM/Manuale]]
-	*'''Tax reg., Fisc. code''': These are the supplier’s commercial data	+	[[category:AM/Manuale]]
-	*'''Referent''': It reports the name of the supplier’s referent	+
-	*'''Phone #1, Phone.#2, Cell. Fax , E-mail, Notes''': These are the traceableness data of the supplier	+
-	*'''Discount''': The percentage discount applied by the supplier	+
-	*'''Payment Terms''': This indicates the payment terms agreed with the supplier (e.g.:30-60 days\60-90 days).	+	<!-- HELP: AM/W10027 -->
-	*'''Bank''': It is the bank on which the supplier refer to.	+
-	*'''Currency'''[[~~File~~:~~tastoc.png~~]]~~: This indicates the currency in which the supplier is to be paid.~~	+
-	*'''Lead Time''': This is the time taken for a supplier to deliver the item concerned.	+
-	*'''Print valued order''': If activated this function prints the order alongwith the cost of material	+
-	*'''Do not print FPC''': If active, the print order will not be attached to FPC.	+
-	* [[File:~~tastoopzioni2.png]]: This function rely on the option management settled on the accessories. If the client use hardware with particular features, they can be managed directly upon the supplier~~	+
-		+
	<!-- HELP: JM/W10027 -->		<!-- HELP: JM/W10027 -->
-	~~[[Category~~:JM/~~Manual]]~~	+	<!-- HELP: JM/W20027 -->

Monica.Sanna: moved Contacts to Customers

Monica.Sanna — Thu, 06 May 2021 10:58:17 GMT

moved Contacts to Customers

← Older revision

Revision as of 10:58, 6 May 2021

Daniel.Pintus at 13:16, 16 March 2020

Daniel.Pintus — Mon, 16 Mar 2020 13:16:53 GMT

← Older revision		Revision as of 13:16, 16 March 2020
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	[[image:finestraarchiviocontatti.png\|500px\|thumb]]		[[image:finestraarchiviocontatti.png\|500px\|thumb]]
-	{{NB\|To access this window from Opera Job Management: open ''~~Archives~~'' menu, then select ''~~Suppliers~~''~~; or select ''Clients'' from ''Jobs'' menu~~}}	+	{{NB\|To access this window from Opera Job Management: open ''Jobs'' menu, then select ''Customers''}}

	This archive works as a contact database. A contact can be saved as ''Customer'', ''Supplier'', ''Agent'' or ''Other.		This archive works as a contact database. A contact can be saved as ''Customer'', ''Supplier'', ''Agent'' or ''Other.

Fabrizio.Loddo at 10:15, 4 April 2011

Fabrizio.Loddo — Mon, 04 Apr 2011 10:15:14 GMT

← Older revision		Revision as of 10:15, 4 April 2011
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	The first one prints out a list in alphabetical order of the stored suppliers; the second one prints out a phone direcotry, where the suppliers are divided in sheets marked according the alphabetical letters on which they belongs.		The first one prints out a list in alphabetical order of the stored suppliers; the second one prints out a phone direcotry, where the suppliers are divided in sheets marked according the alphabetical letters on which they belongs.

-	~~{{BR}}~~
	*'''Code''': This is the code assigned to a supplier automatically by the program, but it can be changed.		*'''Code''': This is the code assigned to a supplier automatically by the program, but it can be changed.
	*'''Name, Address, Post Code..''': This includes the supplier’s registry data. This data is used every time an order for the supplier is printed.		*'''Name, Address, Post Code..''': This includes the supplier’s registry data. This data is used every time an order for the supplier is printed.

Fabrizio.Loddo at 10:14, 4 April 2011

Fabrizio.Loddo — Mon, 04 Apr 2011 10:14:53 GMT

← Older revision		Revision as of 10:14, 4 April 2011
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	[[image:finestraarchiviocontatti.png\|500px\|thumb]]		[[image:finestraarchiviocontatti.png\|500px\|thumb]]
	{{NB\|To access this window from Opera Job Management: open ''Archives'' menu, then select ''Suppliers''; or select ''Clients'' from ''Jobs'' menu}}		{{NB\|To access this window from Opera Job Management: open ''Archives'' menu, then select ''Suppliers''; or select ''Clients'' from ''Jobs'' menu}}
-	~~{{BR}}~~

	This archive works as a contact database. A contact can be saved as ''Customer'', ''Supplier'', ''Agent'' or ''Other.		This archive works as a contact database. A contact can be saved as ''Customer'', ''Supplier'', ''Agent'' or ''Other.
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	*'''Key, Type, Order by''': These boxes facilitate and speed up the search for a specific supplier, and to order suppliers in the way that best meets the operator’s needs.		*'''Key, Type, Order by''': These boxes facilitate and speed up the search for a specific supplier, and to order suppliers in the way that best meets the operator’s needs.

-	* [[File:tastostampa2.png]]: It ~~start~~ the Archive of suppliers’ printout: user has at his disposal two types of prints: '''List''' or '''Phone directory'''.	+	* [[File:tastostampa2.png]]: It starts the Archive of suppliers’ printout: user has at his disposal two types of prints: '''List''' or '''Phone directory'''.
	The first one prints out a list in alphabetical order of the stored suppliers; the second one prints out a phone direcotry, where the suppliers are divided in sheets marked according the alphabetical letters on which they belongs.		The first one prints out a list in alphabetical order of the stored suppliers; the second one prints out a phone direcotry, where the suppliers are divided in sheets marked according the alphabetical letters on which they belongs.

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	* [[File:tastoopzioni2.png]]: This function rely on the option management settled on the accessories. If the client use hardware with particular features, they can be managed directly upon the supplier		* [[File:tastoopzioni2.png]]: This function rely on the option management settled on the accessories. If the client use hardware with particular features, they can be managed directly upon the supplier

-
-	~~-->~~
-
	<!-- HELP: JM/W10027 -->		<!-- HELP: JM/W10027 -->
	[[Category:JM/Manual]]		[[Category:JM/Manual]]

Fabrizio.Loddo at 10:10, 4 April 2011

Fabrizio.Loddo — Mon, 04 Apr 2011 10:10:07 GMT

← Older revision		Revision as of 10:10, 4 April 2011
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	[[image:finestraarchiviocontatti.png\|500px\|thumb]]		[[image:finestraarchiviocontatti.png\|500px\|thumb]]
-	~~{{WIP}}~~
-	~~{{BR}}~~
-
-	~~<!--~~
	{{NB\|To access this window from Opera Job Management: open ''Archives'' menu, then select ''Suppliers''; or select ''Clients'' from ''Jobs'' menu}}		{{NB\|To access this window from Opera Job Management: open ''Archives'' menu, then select ''Suppliers''; or select ''Clients'' from ''Jobs'' menu}}
	{{BR}}		{{BR}}
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	*'''Lead Time''': This is the time taken for a supplier to deliver the item concerned.		*'''Lead Time''': This is the time taken for a supplier to deliver the item concerned.
	*'''Print valued order''': If activated this function prints the order alongwith the cost of material		*'''Print valued order''': If activated this function prints the order alongwith the cost of material
-	*'''~~No stampa~~ FPC''': ~~Se questa casella è attivata~~, ~~la stampa d’ordine non sarà compresa nell'~~FPC.	+	*'''Do not print FPC''': If active, the print order will not be attached to FPC.
-	* [[File:tastoopzioni2.png]]: ~~permette la gestione delle opzioni sugli accessori: se il cliente utilizza accessori o ferramenta con specifiche caratteristiche possono essere gestite direttamente tramite questo tasto~~.	+	* [[File:tastoopzioni2.png]]: This function rely on the option management settled on the accessories. If the client use hardware with particular features, they can be managed directly upon the supplier

Fabrizio.Loddo at 09:41, 4 April 2011

Fabrizio.Loddo — Mon, 04 Apr 2011 09:41:45 GMT

← Older revision		Revision as of 09:41, 4 April 2011
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	*'''Name, Address, Post Code..''': This includes the supplier’s registry data. This data is used every time an order for the supplier is printed.		*'''Name, Address, Post Code..''': This includes the supplier’s registry data. This data is used every time an order for the supplier is printed.
	*'''Tax reg., Fisc. code''': These are the supplier’s commercial data		*'''Tax reg., Fisc. code''': These are the supplier’s commercial data
-	*'''~~Referee~~''': It reports the name of the supplier’s ~~refeere~~	+	*'''Referent''': It reports the name of the supplier’s referent
-	*'''~~Tel.~~ #1, ~~Tel~~.#2, Cell. Fax , E-mail, ~~Note, Skype(TM)~~''': ~~Sono i dati di reperibilità del fornitore.~~	+	*'''Phone #1, Phone.#2, Cell. Fax , E-mail, Notes''': These are the traceableness data of the supplier
-	*'''~~Sconto~~''': ~~Percentuale di sconto che applicate al contatto~~	+	*'''Discount''': The percentage discount applied by the supplier
-	*'''~~Modalità di pagamento~~''': ~~E’ il tempo di saldo della commessa pattuito con il contatto~~ (es.:30-60~~-g.~~\60-90 g.)	+	*'''Payment Terms''': This indicates the payment terms agreed with the supplier (e.g.:30-60 days\60-90 days).
-	*'''~~Banca d’appoggio~~''': ~~E’ la banca cui il contatto fa riferimento per effettuare i pagamenti~~.	+	*'''Bank''': It is the bank on which the supplier refer to.
-	*'''~~Valuta~~'''[[File:tastoc.png]]: ~~E’ la valuta con cui effettuate i pagamenti al contatto~~.	+	*'''Currency'''[[File:tastoc.png]]: This indicates the currency in which the supplier is to be paid.
-	*'''~~Consegna~~''': ~~E’ il tempo medio di consegna della contatto~~.	+	*'''Lead Time''': This is the time taken for a supplier to deliver the item concerned.
-	*'''~~Stampa ordine valorizzato~~''': ~~Se questa casella è attivata, la stampa d’ordine sarà comprensiva dei costi.~~	+	*'''Print valued order''': If activated this function prints the order alongwith the cost of material
	*'''No stampa FPC''': Se questa casella è attivata, la stampa d’ordine non sarà compresa nell'FPC.		*'''No stampa FPC''': Se questa casella è attivata, la stampa d’ordine non sarà compresa nell'FPC.
	* [[File:tastoopzioni2.png]]: permette la gestione delle opzioni sugli accessori: se il cliente utilizza accessori o ferramenta con specifiche caratteristiche possono essere gestite direttamente tramite questo tasto.		* [[File:tastoopzioni2.png]]: permette la gestione delle opzioni sugli accessori: se il cliente utilizza accessori o ferramenta con specifiche caratteristiche possono essere gestite direttamente tramite questo tasto.

Fabrizio.Loddo at 09:20, 4 April 2011

Fabrizio.Loddo — Mon, 04 Apr 2011 09:20:56 GMT

← Older revision		Revision as of 09:20, 4 April 2011
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	<!--		<!--
-	{{NB\|~~Per accedere a questo riquadro in~~ Opera ~~Gestione Commesse~~: ~~dal menù~~ ''~~Archivi~~'', ~~selezionare il pulsante~~ ''~~Fornitori~~''~~, oppure dal menù~~ ''~~Commesse~~''~~, selezionare il pulsante~~ ''~~Archivio Clienti~~''}}	+	{{NB\|To access this window from Opera Job Management: open ''Archives'' menu, then select ''Suppliers''; or select ''Clients'' from ''Jobs'' menu}}
	{{BR}}		{{BR}}
-	~~[[Image:finestragestioneclienti.png\|thumb\|500px\|Il quadro gestione contatti]]~~

-	~~Questo archivio funziona come un~~ database ~~di archiviazione dei dati dei propri contatti, che possono essere memorizzati come~~ ''~~Cliente~~'',''~~Fornitore~~'',''~~Agente~~''~~, o ''Altro~~''. ~~Esso è molto utile in fase di creazione dell’ordine materiale~~, in ~~quanto consente di compilare automaticamente i dati di intestazione del contatto~~.	+	This archive works as a contact database. A contact can be saved as ''Customer'', ''Supplier'', ''Agent'' or ''Other.
		+	It is very useful because it allows to automatically compile the heading data of various formas, for example the supplier information in the order of material.

-	~~Di seguito la descrizione dei contenuti del quadro~~:	+	Content description:

-	*'''~~Chiave~~, ~~Tipo~~, ~~Ordina per~~''': ~~Queste caselle servono per facilitare e velocizzare la ricerca di uno specifico contatto~~, ~~e per ordinarli nell’elenco nel modo più consono all’esigenza dell’operatore~~.	+	*'''Key, Type, Order by''': These boxes facilitate and speed up the search for a specific supplier, and to order suppliers in the way that best meets the operator’s needs.

-	* [[File:tastostampa2.png]]: ~~Avvia alla stampa l’Archivio dei contatti~~: ~~l’operatore ha a disposizione due tipi di stampa~~: '''~~Lista~~''' e '''~~Elenco telefonico~~'''. ~~Nel primo caso si ottiene una stampa~~ in ~~ordine alfabetico dei clienti registrati, nel secondo caso la stampa ottenuta è un elenco telefonico~~, in ~~cui i clienti sono divisi in alcuni fogli contrassegnati dalla lettera dell'alfabeto~~.	+	* [[File:tastostampa2.png]]: It start the Archive of suppliers’ printout: user has at his disposal two types of prints: '''List''' or '''Phone directory'''.
		+	The first one prints out a list in alphabetical order of the stored suppliers; the second one prints out a phone direcotry, where the suppliers are divided in sheets marked according the alphabetical letters on which they belongs.

	{{BR}}		{{BR}}
-	*'''~~Codice~~''': ~~È il codice del contatto che viene assegnato automaticamente dal programma ma può essere variato~~.	+	*'''Code''': This is the code assigned to a supplier automatically by the program, but it can be changed.
-	*'''~~Nome~~, ~~Indirizzo~~, ~~Cap, Nazione, Città, Prov~~..''': ~~Sono i dati anagrafici e di residenza del contatto che verranno riportati nelle stampe inerenti~~.	+	*'''Name, Address, Post Code..''': This includes the supplier’s registry data. This data is used every time an order for the supplier is printed.
-	*'''P.~~IVA~~, ~~Codice fiscale~~''': ~~Sono i dati commerciali del contatto.~~	+	*'''Tax reg., Fisc. code''': These are the supplier’s commercial data
-	*'''~~Referente~~''': ~~Riporta il nome del referente a cui fa capo il contatto.~~	+	*'''Referee''': It reports the name of the supplier’s refeere
	*'''Tel. #1, Tel.#2, Cell. Fax , E-mail, Note, Skype(TM)''': Sono i dati di reperibilità del fornitore.		*'''Tel. #1, Tel.#2, Cell. Fax , E-mail, Note, Skype(TM)''': Sono i dati di reperibilità del fornitore.
	*'''Sconto''': Percentuale di sconto che applicate al contatto		*'''Sconto''': Percentuale di sconto che applicate al contatto