en:podrecznik:crm:kontrahenci [Podręcznik Modus, Meso]

Ta strona jest tylko do odczytu. Możesz wyświetlić źródła tej strony ale nie możesz ich zmienić.
\\ **>> Go to: [[en:podrecznik:modus:rozpoczecie_pracy|START THE WORK WITH MODUS SYSTEM]]**\\
**>> Go to: [[en:podrecznik:crm:start|CRM MODULE]]**\\
**>> Go to: [[en:podrecznik:start|GUIDEBOOK FOR THE USER]]**\\


====== Contractors ======
The program allows you to handle many contractors, suppliers as well as customers.
\\


On the panel "Details" there is an access to the history of contractor liabilities, contact people, activities, attachments, and the calendar. 

++++ Screen: Contractors |
{{:podrecznik:crm:lista_kontrahentow.png|Screen: Contractors  }}
++++


===== Addition/editon of contractors =====

To create or edit the contractor:

  * give contact details
  * give trade details
  * define the list of contact people (look at [[..crm:osoby_kontaktowe|Contact people]])
  * define the list of bank accounts (look at Cash/Bank reports )
  * in the tab "others" define the number of the document copies for the contractor. 

++++ Screen: Contact details|
{{:podrecznik:crm:dane_teleadresowe.png|Screen: tele-address data  }}
++++
++++ Screen: Trade details|
{{:podrecznik:crm:dane_handlowe.png|Screen: Trade details}}
++++
++++ Screen: Contact people|
{{:podrecznik:crm:osoby_kontaktowe.png|Screen: Contact people}}
++++
++++ Screen: Bank accounts|
{{:podrecznik:crm:rachunki_bankowe.png|Screen: Bank accounts}}
++++
++++ Screen: Others|
{{:podrecznik:crm:inne_-_kontrahent.png|Screen: Others}}
++++


**Addresses** - the tab enables you for defining the delivery addresses for a particular contractor. After inserting the delivery address into the contractor's card, at the moment of the document creation the question about the delivery address will appear. This information will be automatically copied onto the related documents. 

<note important>It is compulsory to modify [[en:podrecznik:globalne:szablony_wydrukow|printout template]] documents and  add the position "Place of supply". By default, this information is not shown.</note>

++++ Screen: Addresses|
{{:podrecznik:crm:adresy_-_kontrahent.png|Ekran: Adresy}}
++++
++++ Screen: Choice of the address at the time of creating a document|
{{:podrecznik:crm:adresy_dostawy.png|Ekran: Wybór adresu dostawy w momencie tworzenia dokumentu}}
++++
++++ Screen: Defining the place of supply on the printout template |
{{:podrecznik:crm:definiowanie_miejsca_dostawy.png|Ekran: Definiowanie miejsca dostawy na szablonie wydruku}}
++++


**Offered assortment** - the tab allows you to define the assortment list and its name for the specific contractor (recipient). During placing an order only one type of assortment is shown that is related to the particular contractor. You will find more information**[[en:podrecznik:magazyn:asortyment_oferowany|here]]**.  

++++ Screen: Offered assortment|
{{:podrecznik:crm:asortyment_oferowany.png|Ekran: Asortyment oferowany}}
++++
===== Print out=====

This function allows to print out the contractor's card. The printout is made according to a defined template that can be edited. More information about how to edit or create a new template you can find [[..globalne:szablony_wydruków|here]].

++++ Screen: Printout of the order|
{{:podrecznik:zamowienia:drukuj_zo.png|Drukowanie zamówienia }}
++++ 

=====Event=====

This function enables for events planning that are related to the particular contractor.
++++ Screen: Event  |
{{:podrecznik:crm:zdarzenie.png|Zdarzenie }}
++++ 


++++ Screen: Adding an event |
{{:podrecznik:crm:zdarzenie_dodawanie.png|Dodawanie zdarzenia }}
++++ 

All the events are visible in the sub-module [[en:podrecznik:crm:kalendarz|calendar]] and on the events list located in the Calendar tab.


++++ Screen: Events list |
{{:podrecznik:crm:lista_zdarzen.png|Lista zdarzeń }}
++++ 

===== Adding new functions=====
===Contact people===
the system enables the registry of information related to contact people of the particular contractors.



++++ Screen: Adding contact people |
{{:podrecznik:crm:szczegoly_-_osoby_kontaktowe1.png|Adding of the contact person }}
++++ 

<note tip>Contact person details can be inserted or edited by adding or editing the Contractor's index card.</note>

===Contact notes===
The system allows for registry of contacts related to the employee of the particular contractor. These contact notes, unlike the events, can be joined together in [[en:podrecznik:crm:aktywnosci#projekty|projects]].


++++ Screen: Making notes of contacts |
{{:podrecznik:crm:aktywnosci.png|Odnotowywanie aktywności }}
++++ 
++++ Screen: Edition of contact notes|
{{:podrecznik:crm:aktywnosc.png|Okno edycja aktywności}}
++++ 

More information about this function you can find [[en:podrecznik:crm:|here]].

===Settlements===
 Settlements tab enables for controlling payments with the particular contractor. 

More information about the settlements you can find [[en:podrecznik:finanse:rozrachunki|here]].

===Assortment===
The system allows for assigning the contractor to the assortment which is supplied by him. 

<note tip>Assortment can be linked to the contractor. It can also be changed be editing the card index of the particular [[en:podrecznik:magazyn:asortyment:ewidencja|assortment]].</note>

Contractor's data defined as default is used during the order making in the module Production - [[en:podrecznik:produkcja:zapotrzebowanie|Demand]]. 

===Deliveries===
The system allows you to print labels on parcels and other shipments.

++++ Screen: Generating of parcel and shipping labels |
{{:podrecznik:crm:przesylki2.png|Generowanie etykiet paczek pocztowych i przesyłek pobraniowych }}
++++ 
++++ Screen: Delivery document |
{{:podrecznik:crm:przesylki_edycja.png|Dokument przesyłki}}
++++ 


===Calendar===
the tab presents all the events [[en:podrecznik:crm:kalendarz|Calendar]] correlated with the particular Contractor in the form of a list.

===Addresses===
the tab gives possibility for addition and edition of delivery addresses. Delivery addresses can include the contractor's warehouses or sections. During issuing the document for the contractor, the system asks you if it should use the earlier defined place of delivery.

In addresses you can not insert the TIN number. If the assortment is intended for the other contractor (with other   TIN), the other contractor should be indicated in the tab Contractror's details. More information about this function you can find  [[en:podrecznik:sprzedaz:dokumenty#Uwagi dotyczące wystawiania dokumentów|here]].

The other contractor is automatically shown on the document printout. To use the delivery address, you have to edit the printout template and insert on it the delivery address. ''[dokument."miejsce_dostawy_nazwa"]''.

++++ Screen: Place of delivery on the printout template|
{{:podrecznik:globalne:szablony_wydrukow:adres_dostawy.png|Miejsce dostawy na szablonie wydruku }}
++++ 



<note tip>Delivery addresses can be also inserted or edited by adding or editing the index card of the Contractor.</note>
===Attachments===
System enables you for addition of attachments to contractor's card indexes, e.g. orders in the form of files in any format.


++++ Screen: Attachment adding |
{{:podrecznik:crm:zalacznik_dodawanie.png|Dodawanie załącznika }}
++++ 
**>> Return to: [[en:podrecznik:crm:start|CRM MODULE]]**\\
**>> Return to: [[en:podrecznik:start|USER GUIDE]]**