Portofolio/en - Historique des versions

Admiw : Contenu remplacé par « . »

2025-02-01T14:12:46Z

Contenu remplacé par « . »

← Version précédente		Version du 1 février 2025 à 16:12
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	<span style="color:orange"><strong>Note: </strong></span> Products can be filtered by their quantity in stock and Portofolio allows you to modify their sales and purchase status.<br> The same applies to third parties whose status can be filtered and modified with Portofolio.		<span style="color:orange"><strong>Note: </strong></span> Products can be filtered by their quantity in stock and Portofolio allows you to modify their sales and purchase status.<br> The same applies to third parties whose status can be filtered and modified with Portofolio.

	~~<div class="mw-translate-fuzzy">~~		.

	== Reports ==		== Reports ==
	Portofolio provides 3 reports related to the commercial relationship		Portofolio provides 3 reports related to the commercial relationship
	=== Outstanding Invoicing by customer ===		=== Outstanding Invoicing by customer ===
	~~</div>~~

	~~<div lang="fr" dir="ltr" class="mw-content-ltr">~~
	~~== Rapports ==~~
	~~Portofolio apporte 3 reportings liés à la relation commerciale~~
	~~=== Encours de Facturation par client ===~~
	~~</div>~~

	{\| class="wikitable"		{\| class="wikitable"

Admiw le 1 février 2025 à 14:11

2025-02-01T14:11:58Z

← Version précédente		Version du 1 février 2025 à 16:11
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	\|}		\|}

	~~<div class="mw-translate-fuzzy">~~
	== Usage ==		== Usage ==
	Portofolio features are accessible from the main menu tab Patas-M Tools.<br>		Portofolio features are accessible from the main menu tab Patas-M Tools.<br>
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	\|<strong>Filtering affected third parties and commercials</strong><br>Use the filters to refine your search for third parties.<br>Click the "Search" button to refresh the results page.		\|<strong>Filtering affected third parties and commercials</strong><br>Use the filters to refine your search for third parties.<br>Click the "Search" button to refresh the results page.
	\|}		\|}
	~~</div>~~

Admiw le 1 février 2025 à 14:11

2025-02-01T14:11:09Z

← Version précédente		Version du 1 février 2025 à 16:11
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	\|}		\|}

	~~<div class="mw-translate-fuzzy">~~
	=== Configuration ===		=== Configuration ===
	The module configuration is done from the modules administration page accessible via the Home > Configuration > Modules menus by clicking on the icon indicated in the image.		The module configuration is done from the modules administration page accessible via the Home > Configuration > Modules menus by clicking on the icon indicated in the image.
	{\| class="wikitable"		{\| class="wikitable"
	\|- style="vertical-align:top;"		\|- style="vertical-align:top;"
	\| [[File:ModulePortofolio_Config2_en.png \|~~800px~~]]		\| [[File:ModulePortofolio_Config2_en.png \|600px]]
	\| The first configuration section allows you to add scoring information on status changes.		\| The first configuration section allows you to add scoring information on status changes.
	~~</div>~~


	The second configuration section is linked to the reporting screen, which will be explained later in the documentation.		The second configuration section is linked to the reporting screen, which will be explained later in the documentation.

	~~<div class="mw-translate-fuzzy">~~
	The last parameter section allows you to activate additional functions of the module:		The last parameter section allows you to activate additional functions of the module:
	* Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept)		* Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept)
			It is possible to not retrieve the additional attributes when cloning by setting the PORTOFOLIO_ENABLE_EXTRAFIELDS_CLONE parameter to zero.
	* Activates a function allowing the salesperson associated with the customer to be added as an email recipient		* Activates a function allowing the salesperson associated with the customer to be added as an email recipient
	* Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment		* Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment
	~~</div>~~

	\|}		\|}

FuzzyBot : Mise à jour pour être en accord avec la nouvelle version de la source de la page

2025-02-01T14:10:22Z

Mise à jour pour être en accord avec la nouvelle version de la source de la page

← Version précédente		Version du 1 février 2025 à 16:10
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	\|}		\|}

			<div class="mw-translate-fuzzy">
	=== Configuration ===		=== Configuration ===
	The module configuration is done from the modules administration page accessible via the Home > Configuration > Modules menus by clicking on the icon indicated in the image.		The module configuration is done from the modules administration page accessible via the Home > Configuration > Modules menus by clicking on the icon indicated in the image.
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	\| [[File:ModulePortofolio_Config2_en.png \|800px]]		\| [[File:ModulePortofolio_Config2_en.png \|800px]]
	\| The first configuration section allows you to add scoring information on status changes.		\| The first configuration section allows you to add scoring information on status changes.
			</div>


	The second configuration section is linked to the reporting screen, which will be explained later in the documentation.		The second configuration section is linked to the reporting screen, which will be explained later in the documentation.

			<div class="mw-translate-fuzzy">
	The last parameter section allows you to activate additional functions of the module:		The last parameter section allows you to activate additional functions of the module:
	* Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept)		* Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept)
	* Activates a function allowing the salesperson associated with the customer to be added as an email recipient		* Activates a function allowing the salesperson associated with the customer to be added as an email recipient
	* Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment		* Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment
			</div>

	\|}		\|}
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	\|}		\|}

			<div class="mw-translate-fuzzy">
	== Usage ==		== Usage ==
	Portofolio features are accessible from the main menu tab Patas-M Tools.<br>		Portofolio features are accessible from the main menu tab Patas-M Tools.<br>
Ligne 68 :		Ligne 72 :
	\|<strong>Filtering affected third parties and commercials</strong><br>Use the filters to refine your search for third parties.<br>Click the "Search" button to refresh the results page.		\|<strong>Filtering affected third parties and commercials</strong><br>Use the filters to refine your search for third parties.<br>Click the "Search" button to refresh the results page.
	\|}		\|}
			</div>


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	<span style="color:orange"><strong>Note: </strong></span> Products can be filtered by their quantity in stock and Portofolio allows you to modify their sales and purchase status.<br> The same applies to third parties whose status can be filtered and modified with Portofolio.		<span style="color:orange"><strong>Note: </strong></span> Products can be filtered by their quantity in stock and Portofolio allows you to modify their sales and purchase status.<br> The same applies to third parties whose status can be filtered and modified with Portofolio.

			<div class="mw-translate-fuzzy">
	== Reports ==		== Reports ==
	Portofolio provides 3 reports related to the commercial relationship		Portofolio provides 3 reports related to the commercial relationship
	=== Outstanding Invoicing by customer ===		=== Outstanding Invoicing by customer ===
			</div>

			<div lang="fr" dir="ltr" class="mw-content-ltr">
			== Rapports ==
			Portofolio apporte 3 reportings liés à la relation commerciale
			=== Encours de Facturation par client ===
			</div>

	{\| class="wikitable"		{\| class="wikitable"

Liam le 29 janvier 2025 à 17:00

2025-01-29T17:00:57Z

← Version précédente		Version du 29 janvier 2025 à 19:00
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	\|- style="vertical-align:top;"		\|- style="vertical-align:top;"
	\| [[File:ModulePortofolio_Config4_en.png \|550px]]		\| [[File:ModulePortofolio_Config4_en.png \|550px]]
	\|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as sales representatives.<br><strong> - Sales Representative Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories<br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows access to the Management of outstanding invoicing through a list of Third Parties as well .<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.		\|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as sales representatives.<br><strong> - Sales Representative Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories.<br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows access to the Management of outstanding invoicing through a list of Third Parties as well .<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.
	\|}		\|}
	=== Assigning users to the third party as salespeople ===		=== Assigning users to the third party as salespeople ===

Liam le 29 janvier 2025 à 16:57

2025-01-29T16:57:11Z

← Version précédente		Version du 29 janvier 2025 à 18:57
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	\|- style="vertical-align:top;"		\|- style="vertical-align:top;"
	\| [[File:ModulePortofolio_Config4_en.png \|550px]]		\| [[File:ModulePortofolio_Config4_en.png \|550px]]
	\|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as sales representatives.<br><strong> - Sales Representative Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories~~<br>~~<br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows access to the Management of outstanding invoicing through a list of Third Parties as well .<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.		\|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as sales representatives.<br><strong> - Sales Representative Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories<br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows access to the Management of outstanding invoicing through a list of Third Parties as well .<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.
	\|}		\|}
	=== Assigning users to the third party as salespeople ===		=== Assigning users to the third party as salespeople ===

Liam le 29 janvier 2025 à 16:56

2025-01-29T16:56:28Z

← Version précédente		Version du 29 janvier 2025 à 18:56
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	\|- style="vertical-align:top;"		\|- style="vertical-align:top;"
	\| [[File:ModulePortofolio_Config4_en.png \|550px]]		\| [[File:ModulePortofolio_Config4_en.png \|550px]]
	\|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as sales representatives.<br><strong> - Sales Representative Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories<br>~~<strong> - Project Assignment</strong>: Allows access to projects assigned by the Portfolio module.~~<br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows access to the Management of outstanding invoicing through a list of Third Parties as well .<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.		\|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as sales representatives.<br><strong> - Sales Representative Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories<br><br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows access to the Management of outstanding invoicing through a list of Third Parties as well .<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.
	\|}		\|}
	=== Assigning users to the third party as salespeople ===		=== Assigning users to the third party as salespeople ===

Liam le 29 janvier 2025 à 16:53

2025-01-29T16:53:08Z

← Version précédente		Version du 29 janvier 2025 à 18:53
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	\|- style="vertical-align:top;"		\|- style="vertical-align:top;"
	\| [[File:ModulePortofolio_Config4_en.png \|550px]]		\| [[File:ModulePortofolio_Config4_en.png \|550px]]
	\|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as ~~salespeople~~.<br><strong> - ~~Salesperson~~ Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories<br><strong> - Project Assignment</strong>: Allows access to projects assigned by the ~~Portofolio~~ module.<br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows to ~~access~~ the Management of outstanding ~~invoices~~ through a list of Third Parties as well.<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.		\|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as sales representatives.<br><strong> - Sales Representative Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories<br><strong> - Project Assignment</strong>: Allows access to projects assigned by the Portfolio module.<br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows access to the Management of outstanding invoicing through a list of Third Parties as well .<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.
	\|}		\|}
	=== Assigning users to the third party as salespeople ===		=== Assigning users to the third party as salespeople ===

Liam le 29 janvier 2025 à 16:40

2025-01-29T16:40:17Z

← Version précédente		Version du 29 janvier 2025 à 18:40
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	\|- style="vertical-align:top;"		\|- style="vertical-align:top;"
	\| [[File:Portofolio ~~projets~~.png \|750px]]		\| [[File:Portofolio projets_en.png \|750px]]
	\|}		\|}

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	\|- style="vertical-align:top;"		\|- style="vertical-align:top;"
	\| [[File:~~portofolio_turnover~~.png \|750px]]		\| [[File:portofolio_turnover_en.png \|750px]]
	\| To manage turnover, you must first position yourself on the user who will receive the new authorizations, then go to the "portofolio turnover" tab		\| To manage turnover, you must first position yourself on the user who will receive the new authorizations, then go to the "portofolio turnover" tab

Liam le 29 janvier 2025 à 16:39

2025-01-29T16:39:12Z

← Version précédente		Version du 29 janvier 2025 à 18:39
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	{\| class="wikitable"		{\| class="wikitable"
	\|- style="vertical-align:top;"		\|- style="vertical-align:top;"
	\| [[File:~~Portofolio_encours_par_commercial~~.png \|750px]]		\| [[File:Portofolio_encours_par_commercial_en.png \|750px]]
	\|Example of a Report of Encours by client		\|Example of a Report of Encours by client
	\|}		\|}

Portofolio/en - Historique des versions

Admiw : Contenu remplacé par « . »

Admiw le 1 février 2025 à 14:11

Admiw le 1 février 2025 à 14:11

FuzzyBot : Mise à jour pour être en accord avec la nouvelle version de la source de la page

Liam le 29 janvier 2025 à 17:00

Liam le 29 janvier 2025 à 16:57

Liam le 29 janvier 2025 à 16:56

Liam le 29 janvier 2025 à 16:53

Liam le 29 janvier 2025 à 16:40

Liam le 29 janvier 2025 à 16:39

Admiw : Contenu remplacé par « . »

FuzzyBot : Mise à jour pour être en accord avec la nouvelle version de la source de la page