报价单模块: Difference between revisions

报价单模块 (view source)

Revision as of 05:46, 5 September 2023

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→‎Introduction

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 userdoc=本页|}}
-= Introduction =
+=简介=
-A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.
+报价单或商业建议书是您向客户提供的建议文档，使客户了解您提供的服务或产品的价格。
-= Installation =
+=安装=
 {{NoInstallModuleZh}}
-= Configuration =
+=配置=
 {{ActivationModuleZh}}
-= Life cycle / Business rules =
+=生命周期 / 业务规则=
-When a commercial proposal is created, this is done with status "Draft".
+报价单刚创建时，处于草稿状态。
-Then it is "Validated". You can then close it with status "Signed" (if customer has accepted it), or with status "Refused".
-If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.
+确认后，处于已验证状态。 最后，您可以关闭处于"已签署"（客户已接受报价）或"已拒绝"状态的报价单。
-= Create a proposal =
+之后，您可以手动或自动将报价单转换为发票或订单。
-The creation of a business proposal is done from a third party card.
-The third party must be defined as customer or prospect (or both). Also module "Commercial Proposal" must be enabled.
-Go on third party card.
+=创建报价单=
-Click on button "Add proposal" on customer or prospect tab of the third party.
+报价单的创建是在合作方表单页。该合作方必须是"客户"或"准客户"。 此外，还必须激活报价单模块。
-Then validate it.
-= Closure of a proposal (Refused or Signed then Billed) =
+要创建建议书，请打开相关合作方表单页的"客户"或"准客户"标签页。 单击"添加报价单"按钮。
-A proposal is closed when set to "Refused".
+然后按照提示创建报价单草稿，并在准备就绪时进行验证。
-If the proposal is set to "Signed" when the customer has agreed, the prospect attached is automatically set as a customer if it is not already a customer. Then, you have then to decide when the proposal will be closed. Once an order has been created or once an invoice has been created.
-If you setup correctly [[Module Workflow En|Module Workflow]], you can have a "draft" order created automatically. You can also to have the proposal being closed automatically when the order is created or when the invoice has been validated.
+=关闭报价单()osal (Refused or Signed then Billed)=
-= Document templates =
+当报价单被设置为"已拒绝"时，报价单将被关闭。
-Dolibarr can handle several models of proposals, which must be active in the Configuration module. You can create your templates yourself you just have to know the language php. The models proposed are located in /includes/modules/propale/
-= 相关视频 =
+如果客户同意报价后将报价单设置为"已签署"，则准客户将自动转变为客户（如果他们还不是客户）。
+接下来，您需要决定何时关闭报价单（在创建订单或验证发票时）。
+如果您正确配置了 [[Module Workflow|工作流模块]] ，可以自动创建订单"草稿"，还可以在创建订单之后或发票验证通过时自动关闭报价单。
+=文档模板=
+Dolibarr可以处理多个报价单模板，这些模板必须在模块的配置部分被激活。如果您了解PHP语言，还可以创建自己的模板。报价单模板位于目录：/includes/modules/propale/ 中。
+=相关视频=
 <youtube width="200" height="120">OkbncQwiWIw</youtube>

报价单模块: Difference between revisions

报价单模块 (view source)

Revision as of 05:46, 5 September 2023

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