Thanks for your feature rich application. I just detected projeqtor but have the idea that many of my requirements can be handled by it.
However, just one of my first tasks fails: I don't understand how to create quotations/bills that are suitable to send to customers. There is a topic here that addresses this question ( http://www.projeqtor.org/en/forum/5-ask-questions/7614-solved-quotation-order-bill-how-to#14799). But to be honest: I don't really understand what to do.
So these are my questions:
a) Is there a step-by-step Howto that explains how to create quotations/bills to be sent to customers (including logo, address-header, legal footer an so on)?
b) If there is no such Howto - what can I do to achieve that goal?
c) What actions have to be taken to create a bill from a quotation?
d) Is there any functionality to create reminders for overdue bills?
e) And in addition: Is there a way to use different sender-templates (address header, legal footer) in dependence of the person responsible for that quotation/bill?
Any hint is very much appreciated. Thank you.
a) no 🙁
b) design your own php file /report/object/Bill.php
c) just copy quotation as bill
d) yes, see indicators
e) no
thanks for replying.
ad b) ok, but what's about quotations?
c) understood - thanks
d) ok, I'll check that but what I mean is: creating a new letter type with a reminder (which definitely looks different from bills)
b) ok, but what's about quotations?
Same.
design your own php file /report/object/Quotation.php
creating a new letter type with a reminder (which definitely looks different from bills)
I'm afraid it is out of subject : ProjeQtOr is not an ERP nor a CRM.
Same.
design your own php file /report/object/Quotation.php
That simple? Good to know.
I'm afraid it is out of subject : ProjeQtOr is not an ERP nor a CRM.
Ok, No problem.