We use vTiger 5.4.0.
Our employees take orders on the phone very quickly. So far, we generate in vTiger 5.4.0. a new lead, then we convert him into an organization and a person, then we create a sales order from the person.
It is taking far too long.
I would like to have this:
All data are collected in a simple PHP / HTML form, which is outside of vTiger on our server. When the form is submitted, then generates vTiger an organization, a person and from this a sales order.
The following fields must accommodate the employee:
Salesorder_Status must be set by picklist to "created" or "for review".
The employee should be able to be selected by pull-down menu. This value is then entered in the sales order under "Assigned To". Each employee has a separate LogIn to vTiger. These logins we produce.
In form, the employees must have access to the vTiger product table. Here the selection of the product. This product is added to the sales order.
Following custom_fields from the sale order must be filled. The fields are already created in vTiger and in use.
"Anreise" - Date_Field
"Ort" with _Picklist Cities, is alsready created in vTiger
"Anzahl Personen" _Text
"Stadtführung" must be set to "YES". _Boolean
"Abweichender Treffpunkt" _Text
There is a VTiger_Custom_Modul "Partner 1". This is a link in the sale order, similar to a person or organization. The Field "Name" from the custom modul can be selected. Custom_Modul_Partner 1 is a custom_Modul in which we define our city guides. Here information such as name, email, phone etc. are stored. The partners will be added to the sales order. Every salesorder hat one Partner 1. The module already exists and does not need to be programmed!
To send the form, there must be two possibilities:
1.) Submit simple to vTiger
2.) Send and Duplicate. Here is the data to be passed, but remain at the form remain. This is what we need, for example, if two products are posted. We want to organize in 2 separate sales orders. The data do not have to enter it again, you should stay here, to Re-Send.
Thanks for the help.