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Page créée avec « == Usage == Portofolio features are accessible from the main menu tab Patas-M Tools.<br> {| class="wikitable" |- style="vertical-align:top;" | 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... »
 
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| [[File:ModulePortofolio_Config4.png |550px]]
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|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 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.
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Version du 29 janvier 2025 à 17:34

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Définition du message (Portofolio)
== Utilisation ==
Les fonctionnalités de Portofolio sont accessibles depuis l'onglet de menu principal Outils Patas-M.<br>
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| [[File:ModulePortofolio_Config4.png |550px]]
|Votre menu secondaire présente alors les entrées de menu suivantes :<br><strong> - Portofolio</strong> : L'entrée principale permet l'affectation des utilisateurs aux tiers en tant que commerciaux .<br><strong> - Affectation des Commerciaux</strong> : Permet d'accéder au Gestionnaire de portefeuille commercial .<br><strong> - Répartition des utilisateurs</strong> : Permet de faire la gestion avancée des groupes d'utilisateurs .<br><strong> - Ventilation des catégories</strong> : Permet de faire la gestion avancée des catégories natives<br><strong> - Affectation de projets</strong> : Permet d'accéder aux projets affectés par le module Portofolio .<br><strong> - Affectation des taches</strong> : Permet d'attribuer des tâches à un profil spécifique .<br><br>Dispose d'une session dédiée aux <strong>Rapports</strong> : <br><strong>Encours par client</strong> : Permet d'accéder à la Gestion de l'encours de facturation à travers une liste de Tiers aussi .<br><strong>Encours par commercial</strong> : Permet d'accéder à la Gestion de l'encours de facturation listées par les commerciaux .<br><strong>Commandes par Commercial</strong> : Permet d'accéder à les commandes en cours par commerciaux .
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=== Affectation des utilisateurs au tiers en tant que commerciaux ===
Depuis l'entrée <strong>Outils Patas-M > Portofolio > Affectation des commerciaux</strong>, affichez les affectations existantes entre vos utilisateurs et vos tiers.
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| [[File:ModulePortofolio_Config5.png |850px]]
|<strong>Filtrage des tiers et commerciaux affectés</strong><br>Utilisez les filtres pour affiner votre recherche de tiers.<br>Cliquez sur le bouton "Recherche" pour rafraîchir la page des résultats.
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Usage

Portofolio features are accessible from the main menu tab Patas-M Tools.

Your secondary menu then presents the following menu entries:
- Portfolio: The main entry allows the assignment of users to third parties as salespeople.
- Salesperson Assignment: Allows access to the Sales Portfolio Manager.
- User Distribution: Allows advanced management of user groups.
- Category Breakdown: Allows advanced management of native categories
- Project Assignment: Allows access to projects assigned by the Portofolio module.
- Task Assignment: Allows assigning tasks to a specific profile.

Has a session dedicated to Reports:
Outstanding by customer: Allows to access the Management of outstanding invoices through a list of Third Parties as well.
Outstanding by salesperson: Allows access to the Management of outstanding invoices listed by salespeople.
Orders by Salesperson: Allows access to current orders by salespeople.

Assigning users to the third party as salespeople

From the Patas-M Tools > Portfolio > Salesperson Assignment entry, display the existing assignments between your users and your third parties.

Filtering affected third parties and commercials
Use the filters to refine your search for third parties.
Click the "Search" button to refresh the results page.
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