Set of folders for sale
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article Things worth knowing about the plug-ins described.
| Version | description | Download |
|---|---|---|
| 6.6.0.1 | Includes features from version 6.6. |
This plug-in creates the root folder sale with the following subfolders:
Search for offers |
SQL folder for filtering Offered according to the following criteria:  |
All open offers |
SQL folder
with a list of all offers with Status
|
Offers awarded |
SQL folder
with a list of all offers with Status
|
Completed offers |
SQL folder
with a list of all offers with Status
|
Rejected offers |
SQL folder
with a list of all offers with Status
|
Offered phases |
SQL folder with a list of all offers with the activated via Combobox Status . The list can be filtered by customer and project. The list also shows the probability of each project phase, which is expected to occur during the Field Probability can be registered. By specifying the probability, the value in the column  |
Sales activities |
SQL folder with a list of activities of the Type Sale, with the following criteria:  |
Evaluations |
Annual overview Fee budget phasesList that can be filtered by year, in which all active phases are listed with the current status and probability. |
ForecastingNote: This folder will no longer be created. In existing installations, it can be deleted manually if necessary. Includes all project phases with Status Offered, accepted, or completed with an end date in the specified interval. Represent the expected average turnover over the period. |
In addition to the root folder sale, the plug-in displays a field on the project phases in which the probability can be entered:
Accepted or Completed, the probability is automatically set to 100.Rejected, the probability is automatically set to 0.In folder Offered phases the project budgets are weighted accordingly.
Since this only makes sense on phases with status offer, the plug-in sets the system setting Status for new project phases
on Angebot . If you do not want to use it this way, you can reset the system settings manually.
Importing the plug-in creates the following objects:
| folder | Root folder sale with the following subfolders:
|
| User groups | The users must be assigned to the appropriate user group. |
| Reports & Scripts |
|
| Activity types |
|
| Custom field items and additional classes | Class settings and page customizations for the class project phase and offer. |
| Translations | A total of 3 translations are being created. |