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Assistant CRM/Ordini, contratti e fatture - Cronologia
2026-11-10T16:24:06Z
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Nicholas: CRM: approfondimento opportunità, ordini, contratti, ore e consuntivi
2026-11-07T00:36:23Z
<p>CRM: approfondimento opportunità, ordini, contratti, ore e consuntivi</p>
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<td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Versione meno recente</td>
<td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Versione delle 00:36, 7 nov 2026</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Riga 1:</td>
<td colspan="2" class="diff-lineno">Riga 1:</td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>{{Riepilogo|L'area '''Amministrazione''' di Assistant CRM gestisce ordini cliente, contratti (<del style="font-weight: bold; text-decoration: none;">anche </del>con canoni ricorrenti e plafond di ore di assistenza), proforme e fatture emesse. Si trova nel menu {{Percorso menu|Amministrazione}}.}}</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>{{Riepilogo|L'area '''Amministrazione''' di Assistant CRM gestisce ordini cliente, contratti (con canoni ricorrenti e plafond di ore di assistenza), proforme e fatture emesse<ins style="font-weight: bold; text-decoration: none;">. Gli ordini nascono dalle offerte, dai contratti e dalle ore dei ticket, e si inviano alla contabilità</ins>. Si trova nel menu {{Percorso menu|Amministrazione}}.}}</div></td></tr>
<tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>{{Si applica a|[[Assistant CRM]]}}</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>{{Si applica a|[[Assistant CRM]]}}</div></td></tr>
<tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>== <del style="font-weight: bold; text-decoration: none;">Le pagine </del>==</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>== <ins style="font-weight: bold; text-decoration: none;">Ordini cliente </ins>==</div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">{</del>| <del style="font-weight: bold; text-decoration: none;">class</del>=<del style="font-weight: bold; text-decoration: none;">"wikitable"</del></div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">L'elenco degli ordini con numero, titolo, cliente, data, righe, imponibile, IVA, totale, stato e se sono già stati '''inviati a contabilità'''. Gli ordini nascono dalle [[Assistant CRM/Opportunità e offerte|offerte]] accettate, dalle ricorrenze dei contratti e dalle [[Assistant CRM/Ticket#Ore e consuntivi</ins>|<ins style="font-weight: bold; text-decoration: none;">ore e consuntivi dei ticket]].</ins></div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">! Pagina !! A cosa serve</del></div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">|-</del></div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">La scheda ordine ha titolo, numero, cliente, data documento, stato (es. ''Confermato''), note e le '''righe''': articolo, descrizione, quantità, prezzo di listino, prezzo, sconto %, IVA %, note.</ins></div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">| </del>'''<del style="font-weight: bold; text-decoration: none;">Elenco contratti</del>''' <del style="font-weight: bold; text-decoration: none;">|| I contratti </del>con <del style="font-weight: bold; text-decoration: none;">i clienti</del>. <del style="font-weight: bold; text-decoration: none;">Un contratto </del>può <del style="font-weight: bold; text-decoration: none;">avere righe </del>'''<del style="font-weight: bold; text-decoration: none;">ricorrenti</del>''' (<del style="font-weight: bold; text-decoration: none;">mensili, trimestrali, annuali</del>) <del style="font-weight: bold; text-decoration: none;">che generano </del>ordini<del style="font-weight: bold; text-decoration: none;">, righe </del>'''una tantum''' <del style="font-weight: bold; text-decoration: none;">e righe di </del>'''plafond ore''' di assistenza (help desk): le ore <del style="font-weight: bold; text-decoration: none;">registrate sui [[Assistant CRM/Ticket|</del>ticket<del style="font-weight: bold; text-decoration: none;">]] </del>consumano <del style="font-weight: bold; text-decoration: none;">il plafond</del>. <del style="font-weight: bold; text-decoration: none;">Stati</del>: <del style="font-weight: bold; text-decoration: none;">bozza</del>, <del style="font-weight: bold; text-decoration: none;">attivo</del>, <del style="font-weight: bold; text-decoration: none;">sospeso</del>, <del style="font-weight: bold; text-decoration: none;">chiuso</del>.</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">|-</del></div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* '''Nuovo ordine''' e '''Modifica selezionati''' (modifica in blocco di più ordini).</ins></div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">| </del>'''<del style="font-weight: bold; text-decoration: none;">Ordini cliente</del>''' <del style="font-weight: bold; text-decoration: none;">|| Gli ordini nati da offerte accettate</del>, <del style="font-weight: bold; text-decoration: none;">da </del>contratti <del style="font-weight: bold; text-decoration: none;">o da ore </del>e <del style="font-weight: bold; text-decoration: none;">consuntivi dei ticket</del>.</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* '''Invia a Contabilità''': trasmette gli ordini selezionati al gestionale contabile per la fatturazione.</ins></div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">|-</del></div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">| </del>'''Elenco proforme fatture''' <del style="font-weight: bold; text-decoration: none;">|| Le </del>proforme <del style="font-weight: bold; text-decoration: none;">da emettere o emesse</del>.</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">== Contratti =</ins>=</div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">|-</del></div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">Il contratto descrive un rapporto continuativo con il cliente. La scheda ha le sezioni:</ins></div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">| </del>'''Fatture emesse''' <del style="font-weight: bold; text-decoration: none;">|| Le </del>fatture <del style="font-weight: bold; text-decoration: none;">emesse, </del>lette dal gestionale contabile<del style="font-weight: bold; text-decoration: none;">: filtri </del>per periodo e sigla, dettaglio e PDF.</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* '''Generale''': titolo, codice, cliente, contatto, stato (bozza, attivo, sospeso, chiuso), note.</ins></div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">|}</del></div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* </ins>'''<ins style="font-weight: bold; text-decoration: none;">Righe</ins>'''<ins style="font-weight: bold; text-decoration: none;">: gli articoli del contratto, ognuno </ins>con <ins style="font-weight: bold; text-decoration: none;">tipo di riga, quantità, prezzo, IVA, costo e note</ins>. <ins style="font-weight: bold; text-decoration: none;">Una riga </ins>può <ins style="font-weight: bold; text-decoration: none;">essere:</ins></div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">** </ins>'''<ins style="font-weight: bold; text-decoration: none;">ricorrente</ins>''' (<ins style="font-weight: bold; text-decoration: none;">un canone</ins>)<ins style="font-weight: bold; text-decoration: none;">: genera </ins>ordini <ins style="font-weight: bold; text-decoration: none;">periodici;</ins></div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">** </ins>'''una tantum'''<ins style="font-weight: bold; text-decoration: none;">;</ins></div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">** </ins>'''plafond ore''' di assistenza (help desk): <ins style="font-weight: bold; text-decoration: none;">un monte di minuti acquistati che </ins>le ore <ins style="font-weight: bold; text-decoration: none;">dei </ins>ticket consumano.</div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* '''Ricorrenze'''</ins>: <ins style="font-weight: bold; text-decoration: none;">ogni quanti mesi generare l'ordine</ins>, <ins style="font-weight: bold; text-decoration: none;">prima data documento</ins>, <ins style="font-weight: bold; text-decoration: none;">giorno del documento</ins>, <ins style="font-weight: bold; text-decoration: none;">fine. Con '''Genera ordini automaticamente''' gli ordini nascono da soli</ins>.</div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* '''Plafond ore''': minuti acquistati e disponibili, con i '''movimenti''' (quale ticket ha consumato quanto).</ins></div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* </ins>'''<ins style="font-weight: bold; text-decoration: none;">Economics</ins>'''<ins style="font-weight: bold; text-decoration: none;">: venduto, eseguito, fatturato, costo operativo, margine sul venduto, ore lavorate</ins>, <ins style="font-weight: bold; text-decoration: none;">coperture.</ins></div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">L''''Elenco </ins>contratti<ins style="font-weight: bold; text-decoration: none;">''' mostra codice, titolo, cliente, inizio e fine, stato, ricorrenze </ins>e <ins style="font-weight: bold; text-decoration: none;">'''plafond disponibile'''</ins>.</div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">== Proforme e fatture ==</ins></div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* </ins>'''Elenco proforme fatture'''<ins style="font-weight: bold; text-decoration: none;">: le </ins>proforme.</div></td></tr>
<tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* </ins>'''Fatture emesse'''<ins style="font-weight: bold; text-decoration: none;">: le </ins>fatture lette dal gestionale contabile<ins style="font-weight: bold; text-decoration: none;">, filtrabili </ins>per periodo e sigla, <ins style="font-weight: bold; text-decoration: none;">con </ins>dettaglio e PDF.</div></td></tr>
<tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br></td></tr>
<tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>== Il percorso tipico ==</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>== Il percorso tipico ==</div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># Il cliente accetta un<del style="font-weight: bold; text-decoration: none;">'[[Assistant CRM/Opportunità e offerte|offerta]].</del></div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># Il cliente accetta un'offerta <ins style="font-weight: bold; text-decoration: none;">→ </ins>'''ordine cliente''' oppure '''contratto'''.</div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;"># L</del>'offerta <del style="font-weight: bold; text-decoration: none;">diventa un </del>'''ordine cliente'''<del style="font-weight: bold; text-decoration: none;">, </del>oppure <del style="font-weight: bold; text-decoration: none;">un </del>'''contratto''' <del style="font-weight: bold; text-decoration: none;">se il servizio è continuativo</del>.</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># Il contratto genera gli ordini delle ricorrenze<ins style="font-weight: bold; text-decoration: none;">; le ore di assistenza consumano il plafond</ins>.</div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># Il contratto genera <del style="font-weight: bold; text-decoration: none;">periodicamente </del>gli ordini delle ricorrenze.</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div># <ins style="font-weight: bold; text-decoration: none;">Le </ins>ore fuori plafond <ins style="font-weight: bold; text-decoration: none;">diventano righe da fatturare in </ins>[[Assistant CRM/Ticket#Ore e consuntivi|Ore e consuntivi]] <ins style="font-weight: bold; text-decoration: none;">→ ordine.</ins></div></td></tr>
<tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># <del style="font-weight: bold; text-decoration: none;">Gli ordini vengono fatturati; le </del>ore <del style="font-weight: bold; text-decoration: none;">dei ticket </del>fuori plafond <del style="font-weight: bold; text-decoration: none;">passano dalla pagina </del>[[Assistant CRM/Ticket#Ore e consuntivi|Ore e consuntivi]].</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"># Gli ordini vengono inviati alla contabilità e fatturati</ins>.</div></td></tr>
<tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br></td></tr>
<tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>{{Navbox Assistant CRM}}</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>{{Navbox Assistant CRM}}</div></td></tr>
<tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[Categoria:Assistant CRM]]</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[Categoria:Assistant CRM]]</div></td></tr>
<tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[Categoria:Guide]]</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[Categoria:Guide]]</div></td></tr>
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Nicholas
https://wiki.qcsnet.it/index.php?title=Assistant_CRM/Ordini,_contratti_e_fatture&diff=526&oldid=prev
Nicholas: Assistant CRM: nuova documentazione
2026-11-07T00:19:34Z
<p>Assistant CRM: nuova documentazione</p>
<p><b>Nuova pagina</b></p><div>{{Riepilogo|L'area '''Amministrazione''' di Assistant CRM gestisce ordini cliente, contratti (anche con canoni ricorrenti e plafond di ore di assistenza), proforme e fatture emesse. Si trova nel menu {{Percorso menu|Amministrazione}}.}}<br />
{{Si applica a|[[Assistant CRM]]}}<br />
<br />
== Le pagine ==<br />
{| class="wikitable"<br />
! Pagina !! A cosa serve<br />
|-<br />
| '''Elenco contratti''' || I contratti con i clienti. Un contratto può avere righe '''ricorrenti''' (mensili, trimestrali, annuali) che generano ordini, righe '''una tantum''' e righe di '''plafond ore''' di assistenza (help desk): le ore registrate sui [[Assistant CRM/Ticket|ticket]] consumano il plafond. Stati: bozza, attivo, sospeso, chiuso.<br />
|-<br />
| '''Ordini cliente''' || Gli ordini nati da offerte accettate, da contratti o da ore e consuntivi dei ticket.<br />
|-<br />
| '''Elenco proforme fatture''' || Le proforme da emettere o emesse.<br />
|-<br />
| '''Fatture emesse''' || Le fatture emesse, lette dal gestionale contabile: filtri per periodo e sigla, dettaglio e PDF.<br />
|}<br />
<br />
== Il percorso tipico ==<br />
# Il cliente accetta un'[[Assistant CRM/Opportunità e offerte|offerta]].<br />
# L'offerta diventa un '''ordine cliente''', oppure un '''contratto''' se il servizio è continuativo.<br />
# Il contratto genera periodicamente gli ordini delle ricorrenze.<br />
# Gli ordini vengono fatturati; le ore dei ticket fuori plafond passano dalla pagina [[Assistant CRM/Ticket#Ore e consuntivi|Ore e consuntivi]].<br />
<br />
{{Navbox Assistant CRM}}<br />
[[Categoria:Assistant CRM]]<br />
[[Categoria:Guide]]</div>
Nicholas