{"id":36251,"date":"2021-10-08T16:56:25","date_gmt":"2021-10-08T14:56:25","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=36251"},"modified":"2026-01-12T12:58:10","modified_gmt":"2026-01-12T11:58:10","slug":"munkalap-termek","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/munkalap-termek\/","title":{"rendered":"Munkalap term\u00e9k"},"content":{"rendered":"
A MiniCRM Munkalap term\u00e9k\u00e9ben van lehet\u0151s\u00e9ged egyedi munkalapok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n \u00e9s a munkalapok egyedi k\u00f6vet\u00e9s\u00e9re a saj\u00e1t, egyedi folyamatod alapj\u00e1n. Ha nem akarod, hogy a kiadott munkalapok elkall\u00f3djanak, akkor mindenk\u00e9ppen aj\u00e1nlom a figyelmedbe ezt a term\u00e9ket.<\/div>\n
<\/div>\n
Ezent\u00fal Te is tudsz felt\u00f6lteni egyedi f\u00e1jl t\u00edpus\u00fa sablonokat, amelyeket fel tudsz haszn\u00e1lni a dokumentum gener\u00e1l\u00e1s alapj\u00e1ul. De alap\u00e9rtelmezetten a term\u00e9k be\u00e1ll\u00edt\u00e1saiban az a sablon van kiv\u00e1lasztva, amivel eddig is lehetett munkalapokat gener\u00e1lni.\u00a0<\/strong><\/div>\n
Amennyiben szeretn\u00e9d a term\u00e9ket haszn\u00e1lni, a be\u00e1ll\u00edt\u00e1sokban az El\u0151fizet\u00e9s<\/em> f\u00fcl\u00f6n kapcsold be a “Sz\u00e1ml\u00e1z\u00e1s, \u00dczleti dokumentumok + K\u00e9szletnyilv\u00e1ntart\u00e1s<\/em>” term\u00e9ket.<\/strong><\/div>\n

Munkalap sablon l\u00e9trehoz\u00e1sa<\/h2>\n

1. A bal oldali men\u00fcs\u00e1vban a.Munkalap<\/em> term\u00e9k nev\u00e9re kattintva v\u00e1laszd a Sablonok<\/em> lehet\u0151s\u00e9get, majd kattints az \u00daj sablon<\/em> – \u00daj f\u00e1jl sablon<\/em> opci\u00f3ra<\/h3>\n

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

2. Add meg a sablon nev\u00e9t, majd t\u00f6ltsd fel a felt\u00f6lteni k\u00edv\u00e1nt f\u00e1jlt a mez\u0151be kattintva.<\/h3>\n

A felt\u00f6lt\u00f6tt f\u00e1jl maxim\u00e1lis m\u00e9rete 10 MB \u00e9s t\u00edpusa: xHTML, ODT, ODS, DOCX \u00e9s XLSX lehet.<\/p>\n

\n
\"\"<\/a><\/address>\n
Az munkalap sablonokban haszn\u00e1lhat\u00f3 v\u00e1ltoz\u00f3k\u00a0<\/b><\/address>\n
<\/b>A munkalap sablonokban v\u00e1ltoz\u00f3kat is haszn\u00e1lhatsz, amik k\u00f6nnyebb\u00e9 teszik a munk\u00e1d.
\n<\/span>A munkalap sablon elk\u00e9sz\u00edt\u00e9s\u00e9hez minden adatot tudsz haszn\u00e1lni, ami a rendszerben az adatlapokon is megtal\u00e1lhat\u00f3.<\/span><\/address>\n
\n
A <\/span>{d.Worksheet<\/b>.V\u00e1ltoz\u00f3Neve} <\/b>v\u00e1ltoz\u00f3t haszn\u00e1ld az \u00fcgyf\u00e9l, ki\u00e1ll\u00edt\u00f3 vagy m\u00e1s munkalappal kapcsolatos adatokhoz, a<\/span>\u00a0{d.<\/b>Other<\/b>.Item<\/b>s[i]<\/strong>.V\u00e1ltoz\u00f3Neve} <\/b>v\u00e1ltoz\u00f3t pedig a term\u00e9kekhez vagy szolg\u00e1ltat\u00e1sokhoz haszn\u00e1lhatod. A term\u00e9kek felsorol\u00e1sakor a k\u00f6vetkez\u0151k\u00e9pp kell a v\u00e1ltoz\u00f3kat haszn\u00e1lni: az els\u0151 term\u00e9k eset\u00e9ben: d.Other.Items [i].Name. Ahhoz, hogy az \u00f6sszes tov\u00e1bbi term\u00e9k megjelenjen lejjebb, egy \u00faj sorban d.Other.Items [i + 1].Name form\u00e1ban is meg kell adnod a v\u00e1ltoz\u00f3t.<\/span><\/div>\n

A haszn\u00e1lhat\u00f3 v\u00e1ltoz\u00f3k list\u00e1j\u00e1t itt tal\u00e1lod:<\/span><\/p>\n<\/address>\n

\u00dcgyf\u00e9l v\u00e1ltoz\u00f3k:<\/strong><\/address>\n
\n
CustomerName<\/b> => <\/span>\u00dcgyf\u00e9l neve (kinek van ki\u00e1ll\u00edtva az munkalap)<\/span>\r\nCustomerCounty<\/b>' => \u00dcgyf\u00e9l megye\u00a0 <\/span>\r\nCustomerPostalCode<\/b> => \u00dcgyf\u00e9l ir\u00e1ny\u00edt\u00f3sz\u00e1ma<\/span>\r\nCustomerCity<\/b> => \u00dcgyf\u00e9l telep\u00fcl\u00e9se<\/span>\r\nCustomerAddress<\/b> => \u00dcgyf\u00e9l c\u00edme<\/span>\r\nCustomerAccountNumber<\/b> => \u00dcgyf\u00e9l banksz\u00e1mlasz\u00e1ma<\/span>\r\nCustomerVatNumber<\/b> => \u00dcgyf\u00e9l ad\u00f3sz\u00e1ma<\/span>\r\nCustomerEUVatNumber<\/b>' => \u00dcgyf\u00e9l EU ad\u00f3sz\u00e1ma<\/span>\r\nCustomerRegistrationNumber<\/b> => \u00dcgyf\u00e9l c\u00e9gjegyz\u00e9k sz\u00e1ma\r\n<\/span><\/pre>\n
Ki\u00e1ll\u00edt\u00f3 v\u00e1ltoz\u00f3k:\u00a0<\/strong><\/p>\n
VendorName<\/b> => Ki\u00e1ll\u00edt\u00f3 neve<\/span>\r\nVendorPostalCode<\/b> => Ki\u00e1ll\u00edt\u00f3 ir\u00e1ny\u00edt\u00f3sz\u00e1ma<\/span>\r\nVendorCity<\/b> => Ki\u00e1ll\u00edt\u00f3 telep\u00fcl\u00e9se<\/span>\r\nVendorAddress<\/b> => Ki\u00e1ll\u00edt\u00f3 c\u00edme<\/span>\r\nVendorIBAN<\/b> => Ki\u00e1ll\u00edt\u00f3 IBAN sz\u00e1ma<\/span>\r\nVendorSWIFT<\/b> => Ki\u00e1ll\u00edt\u00f3 SWIFT k\u00f3dja<\/span>\r\nVendorVatNumber<\/b> => Ki\u00e1ll\u00edt\u00f3 ad\u00f3sz\u00e1ma<\/span>\r\nVendorEUVatNumber<\/b> => Ki\u00e1ll\u00edt\u00f3 EU ad\u00f3sz\u00e1ma<\/span>\r\nVendorRegistrationNumber<\/b> => Ki\u00e1ll\u00edt\u00f3 c\u00e9gjegyz\u00e9k sz\u00e1ma<\/span><\/pre>\n
Munkalap<\/strong> v\u00e1ltoz\u00f3k:
\n<\/strong><\/p>\n
Subject<\/b> => T\u00e1rgy mez\u0151 tartalma<\/span>\r\nPaymentMethod<\/b> => Fizet\u00e9si m\u00f3d<\/span>\r\nIssued<\/b> => Ki\u00e1ll\u00edt\u00e1s d\u00e1tuma<\/span>\r\nCurrencyCode<\/b> => P\u00e9nznem<\/span>\r\nConversionRate<\/b> => \u00c1tv\u00e1lt\u00e1si \u00e1rfolyam <\/span>\r\nAmountNet<\/b> => Nett\u00f3 \u00e9rt\u00e9k<\/span>\r\nAmountVat<\/b> => \u00c1fa \u00e9rt\u00e9ke<\/span>\r\nAmount<\/b> => Brutt\u00f3 \u00e9rt\u00e9k<\/span>\r\n<\/strong><\/pre>\n
Term\u00e9k\/szolg\u00e1ltat\u00e1s v\u00e1ltoz\u00f3k:
\n<\/strong><\/p>\n
SKU<\/b> => Term\u00e9k k\u00f3dja<\/span>\r\nEAN<\/b> => EAN sz\u00e1m<\/span>\r\nName<\/b> => Megnevez\u00e9s<\/span>\r\nDescription<\/b> => Le\u00edr\u00e1s<\/span>\r\nPriceNet<\/b> => Nett\u00f3 \u00e1r<\/span>\r\nVAT<\/b> => \u00c1fa \u00e9rt\u00e9ke<\/span>\r\nQuantity<\/b> => Mennyis\u00e9g<\/span>\r\nUnitName<\/b> => M\u00e9rt\u00e9kegys\u00e9g<\/span>\r\nPrice<\/b> => \u00c1r (nett\u00f3\/brutt\u00f3- rendszer be\u00e1ll\u00edt\u00e1st\u00f3l f\u00fcgg\u0151en)<\/span>\r\nSumNet<\/b> => Nett\u00f3 \u00f6ssz\u00e9rt\u00e9k (\u00e1r x darabsz\u00e1m)<\/span>\r\nSumVAT<\/b> => \u00c1fa \u00f6ssz\u00e9rt\u00e9k<\/span>\r\nSum<\/b> => V\u00e9g\u00f6sszeg<\/span>\r\nProduct_CurrencyCode<\/b> => Term\u00e9k p\u00e9nzneme<\/span><\/pre>\n<\/address>\n<\/address>\n
A k\u00f6vetkez\u0151 l\u00e9p\u00e9shez adminisztr\u00e1tor jogosults\u00e1g sz\u00fcks\u00e9ges!<\/span><\/div>\n
3. A munkalap sablon elk\u00e9sz\u00edt\u00e9se ut\u00e1n a Term\u00e9k be\u00e1ll\u00edt\u00e1s oldal\u00e1n kiv\u00e1laszthatod, hogy melyik sablon legyen haszn\u00e1lva az munkalap gener\u00e1l\u00e1sakor<\/h3>\n
 <\/p>\n
\n
Munkalap l\u00e9trehoz\u00e1sa<\/h2>\n
1. Kattints az \u00daj munkalap<\/em> lehet\u0151s\u00e9gre, majd v\u00e1laszd ki, hogy kinek szeretn\u00e9d a munkalapokat ki\u00e1ll\u00edtani, majd kattints a Hozz\u00e1ad\u00e1s<\/em> gombra\"\"<\/a><\/h3>\n
2. Ezut\u00e1n tudod m\u00f3dos\u00edtani a vev\u0151 adatait \u00e9s hozz\u00e1adni a t\u00e9teleket k\u00e9zzel vagy t\u00f6megesen Excel t\u00e1bl\u00e1zatb\u00f3l\"\"<\/a><\/h3>\n
Dupl\u00e1n kattintva a l\u00e9trehozott munkalap nev\u00e9re, lehet\u0151s\u00e9ged van m\u00f3dos\u00edtani a munkalapok, valamint az ahhoz tartoz\u00f3 adatlapok neveit.<\/p>\n
\"\"<\/a><\/p>\n<\/div>\n
A munkalap ki\u00e1ll\u00edt\u00e1sa ut\u00e1n a st\u00e1tuszt manu\u00e1lisan vagy adatm\u00f3dos\u00edt\u00f3 link haszn\u00e1lata seg\u00edts\u00e9g\u00e9vel van lehet\u0151s\u00e9ged megv\u00e1ltoztatni (ki\u00e1ll\u00edtottra tenni).<\/div>\n
\n
Adatm\u00f3dos\u00edt\u00f3 link haszn\u00e1lata a term\u00e9kben<\/h2>\n
A term\u00e9kben van lehet\u0151s\u00e9ged haszn\u00e1lni az adatm\u00f3dos\u00edt\u00f3 linkek<\/a> ny\u00fajtotta el\u0151ny\u00f6ket, \u00edgy ebben a term\u00e9kben is tudod m\u00f3dos\u00edtani az adatlapi mez\u0151ket att\u00f3l f\u00fcgg\u0151en, hogy az \u00fcgyf\u00e9l mire kattintott a kik\u00fcld\u00f6tt \u00fczenetedben \u00e9s ezekre \u00e9p\u00edteni k\u00fcl\u00f6nb\u00f6z\u0151 folyamatokat.
\nA munkalevelek kik\u00fcld\u00e9s\u00e9hez haszn\u00e1lt email sablonban<\/a> is tudsz ilyen linkeket elhelyezni, amely az \u00fcgyf\u00e9l visszajelz\u00e9se alapj\u00e1n v\u00e1ltoztatja a ki\u00e1ll\u00edtott munkalap st\u00e1tusz\u00e1t.<\/p>\n
Adatm\u00f3dos\u00edt\u00f3 link k\u00e9sz\u00edt\u00e9s\u00e9hez Adminisztr\u00e1tor jogosults\u00e1g vagy Jogosults\u00e1g+ b\u0151v\u00edtm\u00e9ny sz\u00fcks\u00e9ges.<\/div>\n
Az elk\u00e9sz\u00edtett adatm\u00f3dos\u00edt\u00f3 link m\u0171k\u00f6d\u00e9s\u00e9t tesztelni a k\u00f6vetkez\u0151k\u00e9ppen tudod:<\/div>\n
K\u00fcldd ki az emailt saj\u00e1t magadnak egy teszt adatlapon \u00e9s kattints a kapott linkre. A munkalap adatlapon ellen\u0151rizd, hogy minden mez\u0151 a k\u00edv\u00e1nt \u00e9rt\u00e9kre \u00e1llt-e \u00e1t.<\/div>\n<\/div>\n
Munkalap ki\u00e1ll\u00edt\u00e1sa megl\u00e9v\u0151 sz\u00e1mladokumentum alapj\u00e1n<\/h2>\n
Amennyiben m\u00e1r \u00e1ll\u00edtott\u00e1l ki az \u00fcgyf\u00e9lnek sz\u00e1ml\u00e1t, aj\u00e1nlatot, d\u00edjbek\u00e9r\u0151t, vagy megrendel\u00e9st, ezekr\u0151l p\u00e1r kattint\u00e1ssal k\u00e9sz\u00edthetsz munkalapokat.<\/p>\n
1.) A ki\u00e1ll\u00edtott dokumentumban kattints a\u00a0m\u00e1sol\u00e1s<\/em> gombra, majd az\u00a0\u00faj munkalap ez alapj\u00e1n<\/em>-ra.<\/h3>\n
Ezt mind a Sz\u00e1ml\u00e1z\u00f3 term\u00e9kben, mind a Megrendel\u00e9s term\u00e9kben ki\u00e1ll\u00edtott dokumentumokn\u00e1l megteheted. Ki\u00e1ll\u00edtott munkalapok alapj\u00e1n szint\u00e9n gener\u00e1lhatsz sz\u00e1ml\u00e1t, aj\u00e1nlatot, d\u00edjbek\u00e9r\u0151t, vagy megrendel\u00e9st.\"\"<\/a><\/p>\n
 <\/p>\n","protected":false},"excerpt":{"rendered":"
A MiniCRM Munkalap term\u00e9k\u00e9ben van lehet\u0151s\u00e9ged egyedi munkalapok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n \u00e9s a munkalapok egyedi k\u00f6vet\u00e9s\u00e9re a saj\u00e1t, egyedi folyamatod alapj\u00e1n. Ha nem akarod, hogy a kiadott munkalapok elkall\u00f3djanak, akkor mindenk\u00e9ppen aj\u00e1nlom a figyelmedbe ezt a term\u00e9ket. Ezent\u00fal Te is tudsz felt\u00f6lteni egyedi f\u00e1jl t\u00edpus\u00fa sablonokat, amelyeket fel tudsz haszn\u00e1lni a dokumentum gener\u00e1l\u00e1s alapj\u00e1ul. 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