{"id":35883,"date":"2021-09-23T15:13:13","date_gmt":"2021-09-23T13:13:13","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=35883"},"modified":"2025-11-27T13:30:14","modified_gmt":"2025-11-27T12:30:14","slug":"avize-de-insotire-a-marfii","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/avize-de-insotire-a-marfii\/","title":{"rendered":"Avize de \u00eenso\u021bire a m\u0103rfii"},"content":{"rendered":"
Not\u0103 important\u0103<\/strong>: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, proformelor, ofertelor \u0219i avizelor iar acestea nu pot fi modificate.<\/div>\n

Emiterea unui aviz<\/h3>\n

Pentru a emite un aviz apas\u0103 pe butonul Card nou\u00a0<\/em>\u0219i alege op\u021biunea\u00a0Aviz nou<\/em>.<\/p>\n

\"\"<\/a><\/p>\n

Modific\u0103 detaliile avizului (moneda sau limba de afi\u0219are) \u0219i d\u0103 click pe butonul Adaug\u0103<\/em>.<\/p>\n

\"\"<\/a><\/p>\n

Adaug\u0103 apoi elementele pe care vrei s\u0103 le con\u021bin\u0103 avizul (articole sau servicii).<\/p>\n

\"\"<\/a><\/p>\n

Po\u021bi alege s\u0103 adaugi elementele pe r\u00e2nd sau, dac\u0103 ai un fi\u0219ier cu toate articolele, le po\u021bi importa \u00een mas\u0103.<\/p>\n

\"\"<\/a><\/p>\n

Po\u021bi g\u0103si mai multe detalii despre aceast\u0103 opera\u021biune consult\u00e2nd pagina dedicat\u0103<\/a>.<\/p>\n

Dup\u0103 ad\u0103ugarea elementelor, po\u021bi genera avizul ap\u0103s\u00e2nd butonul Emitere<\/em>.<\/p>\n

\"\"<\/a><\/p>\n

Dup\u0103 emitere, po\u021bi modifica avizul \u00eens\u0103 va fi nevoie s\u0103 ape\u0219i din nou butonul Emitere<\/em> pentru a genera documentul.<\/div>\n
Se va genera documentul \u0219i este posibil s\u0103 emi\u021bi sau s\u0103 emi\u021bi \u0219i s\u0103 \u0219i trimi\u021bi avizul (dac\u0103 contactul are o adres\u0103 de email setat\u0103).<\/div>\n

\"\"<\/a><\/p>\n

<\/div>\n
<\/div>\n
Dup\u0103 ce ai confirmat emiterea, se va genera forma final\u0103 a documentului.<\/div>\n
\"\"<\/a><\/div>\n
<\/div>\n
<\/div>\n
Dup\u0103 generarea documentului po\u021bi modifca statusul avizului \u00een func\u021bie de situa\u021bie.<\/div>\n

\"\"<\/a><\/p>\n

<\/div>\n
<\/div>\n
Dac\u0103 ai nevoie, po\u021bi modifica statusurile acestui produs conform instruc\u021biunilor de pe pagina dedicat\u0103<\/a>.<\/div>\n
<\/div>\n
\n

Modificarea numelui cardului de aviz<\/h3>\n

Dac\u0103 ai nevoie s\u0103 modifici numele cardului facturii \u00eentr-un anumit format, po\u021bi face acest lucru duc\u00e2nd cursorul mouse-ului desupra numelui deja generat \u0219i d\u00e2nd un click. Vei putea edita \u0219i salva apoi numele \u00een formatul dorit. Aceast\u0103 op\u021biune este valabil\u0103 pentru toate produsele de tip facturare (comenzi, oferte, avize, procese verbale, etc.).<\/p>\n

\"\"<\/a><\/p>\n

<\/h3>\n<\/div>\n

\u0218tergerea unui aviz<\/h3>\n
Aten\u021bie!<\/strong> Pentru avizele emise deja, recomand\u0103m evitarea \u0219tergerii \u0219i folosirea statusului Arhivat<\/em>.<\/div>\n

Po\u021bi \u0219terge avizele de care nu mai ai nevoie sau cele gre\u0219ite folosind op\u021biunea Mut\u0103 \u00een co\u0219ul de gunoi<\/em>.<\/p>\n

\"\"<\/a><\/p>\n

Pentru avizele emise \u0219i pe care, din diverse motive, dore\u0219ti s\u0103 le \u0219tergi, recomand\u0103m folosirea statusului Arhivat<\/em>.<\/p>\n

\"\"<\/a><\/p>\n

Modificarea c\u00e2mpurilor folosind un formular de tip link<\/h3>\n

\u00cen acest produs po\u021bi profita de avantajele formularelor link, astfel \u00eenc\u00e2t \u0219i \u00een acest produs ai posibilitate s\u0103 modifici c\u00e2mpuri de pe cardul facturii\/ofertei\/avizului etc. \u00een func\u021bie de ac\u021biunea clientului din emailul trimis de tine.<\/p>\n

\u00cen \u0219ablonul de email folosit pentru trimiterea ofertelor ai posibilitatea de a insera un astfel de link, prin care se va putea modifica automat statusul cardului \u00een func\u021bie de alegerea clientului, de exemplu.<\/p>\n

Pentru a crea formular link trebuie sa ai rol de Administrator sau addon-ul Drepturile Utilizatorilor+.<\/strong><\/p>\n

Pentru detalii privind construc\u021bia formularului de tip link consult\u0103 pagina dedicat\u0103<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Not\u0103 important\u0103: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, proformelor, ofertelor \u0219i avizelor iar acestea nu pot fi modificate. Emiterea unui aviz Pentru a emite un aviz apas\u0103 pe butonul Card nou\u00a0\u0219i alege op\u021biunea\u00a0Aviz nou. Modific\u0103 detaliile avizului (moneda sau limba de afi\u0219are) \u0219i d\u0103 click pe butonul Adaug\u0103. Adaug\u0103 apoi elementele pe […]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2517,2515],"tags":[],"class_list":["post-35883","post","type-post","status-publish","format-standard","hentry","category-produse","category-produse-si-accesorii"],"yoast_head":"\nAvize de \u00eenso\u021bire a m\u0103rfii - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Not\u0103 important\u0103: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, proformelor, ofertelor \u0219i avizelor iar acestea nu pot fi modificate. 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