{"id":6869,"date":"2023-01-27T21:43:00","date_gmt":"2023-01-27T19:43:00","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/?p=6869"},"modified":"2024-04-22T18:45:06","modified_gmt":"2024-04-22T15:45:06","slug":"napad-pro-konfiguraci-odesilani-nabidek","status":"publish","type":"post","link":"https:\/\/masterbase.com\/cs\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"N\u00e1pad na konfiguraci odes\u00edl\u00e1n\u00ed nab\u00eddek"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tPopt\u00e1vka po v\u00fdrobku nebo slu\u017eb\u011b je snad jednou z nej\u010dast\u011bj\u0161\u00edch a nejr\u016fzn\u011bj\u0161\u00edch \u010dinnost\u00ed v osobn\u00edm \u017eivot\u011b, kdy pot\u0159ebujeme prov\u00e9st opravu v dom\u00e1cnosti nebo spot\u0159ebi\u010de, p\u0159\u00edpadn\u011b si profesion\u00e1ln\u011b objednat slu\u017ebu.\n\nTo znamen\u00e1, \u017ee se v\u017edy najde n\u011bkdo, kdo bude pot\u0159ebovat cenovou nab\u00eddku. Abyste mohli na tuto pot\u0159ebu reagovat a bez ohledu na velikost va\u0161\u00ed spole\u010dnosti, mus\u00edte m\u00edt rychl\u00fd a \u00fa\u010dinn\u00fd mechanismus pro poskytov\u00e1n\u00ed cenov\u00fdch nab\u00eddek, kter\u00e9 va\u0161e publikum pot\u0159ebuje.\n\nV aplikaci MasterBase\u00ae m\u016f\u017eete automatizovat odes\u00edl\u00e1n\u00ed a sledov\u00e1n\u00ed st\u00e1vaj\u00edc\u00edch nab\u00eddek, kter\u00e9 m\u016f\u017eete vytvo\u0159it ze \u0161ablony. Ka\u017ed\u00fd tv\u016frce si m\u016f\u017ee \u0161ablonu p\u0159izp\u016fsobit tak, aby vyhovovala jeho c\u00edl\u016fm. Poj\u010fme si n\u00ed\u017ee prohl\u00e9dnout jednu z mnoha mo\u017enost\u00ed.\n

Jeden ze zp\u016fsob\u016f konfigurace v MasterBase\u00ae.<\/h3>\nV prvn\u00ed \u0159ad\u011b je t\u0159eba m\u00edt na pam\u011bti, \u017ee MasterBase\u00ae m\u00e1 rozhran\u00ed zvan\u00e1 Pr\u016fvodci, kter\u00e1 usnad\u0148uj\u00ed konfiguraci formul\u00e1\u0159ov\u00fdch pohled\u016f, tabulek a p\u0159\u00edstupov\u00fdch bod\u016f a umo\u017e\u0148uj\u00ed pou\u017e\u00edvat n\u00e1stroje v automatizovan\u00fdch procesech. Ke konfiguraci \u0159e\u0161en\u00ed tak nemus\u00edte b\u00fdt digit\u00e1ln\u00edmi experty.\n\nPro tento p\u0159\u00edklad budeme p\u0159edpokl\u00e1dat, \u017ee ji\u017e m\u00e1me na\u0161i cenovou nab\u00eddku ve form\u00e1tu PDF a to, co pot\u0159ebujeme ud\u011blat, je odeslat ji z\u00e1kazn\u00edk\u016fm a nav\u00e1zat na ni.\n\nPot\u0159ebujeme tedy n\u00e1sleduj\u00edc\u00ed:\n
    \n \t
  1. Pomoc\u00ed pr\u016fvodce FormBuilder nastavte vstupn\u00ed formul\u00e1\u0159, kter\u00fd n\u00e1m umo\u017en\u00ed nahr\u00e1t nab\u00eddku a \u00fadaje o z\u00e1kazn\u00edc\u00edch, kte\u0159\u00ed jsou p\u0159\u00edjemci. Formul\u00e1\u0159 m\u016f\u017ee obsahovat nap\u0159\u00edklad pole jako \u010d\u00edslo nab\u00eddky, detail, datum odesl\u00e1n\u00ed, jm\u00e9no, e-maily p\u0159\u00edjemc\u016f atd.<\/li>\n \t
  2. Propojte formul\u00e1\u0159 s datab\u00e1z\u00ed, do kter\u00e9 se ukl\u00e1daj\u00ed jednotliv\u00e9 transakce. Spojen\u00ed se prov\u00e1d\u00ed prost\u0159ednictv\u00edm apikey nebo hesla datab\u00e1ze.<\/li>\n \t
  3. V pr\u016fvodci GridForm nakonfigurujte tabulku pro zobrazen\u00ed v\u0161ech transakc\u00ed, tj. nab\u00eddek s poli, kter\u00e1 jsme definovali ve formul\u00e1\u0159i. Pomoc\u00ed pr\u016fvodce m\u016f\u017eete rozhodnout, kter\u00e1 pole chcete zobrazit a v jak\u00e9m po\u0159ad\u00ed. Aby bylo v\u0161e propojeno, pou\u017e\u00edv\u00e1 tabulka tak\u00e9 apikey t\u00e9\u017ee datab\u00e1ze, kter\u00e1 byla zad\u00e1na ve formul\u00e1\u0159i.<\/li>\n \t
  4. Vytvo\u0159\u00edme p\u0159\u00edstupov\u00e9 body pro vizualizaci p\u0159ihla\u0161ovac\u00edho formul\u00e1\u0159e a tabulky se v\u0161emi transakcemi, co\u017e provedeme v pr\u016fvodci ikonou, kter\u00fd n\u00e1m umo\u017en\u00ed zvolit barvy, obr\u00e1zek a vytvo\u0159it vztah mezi zobrazen\u00edm formul\u00e1\u0159e v bod\u011b 1 a tabulky v bod\u011b 3. Pot\u00e9 m\u016f\u017eeme poskytnout p\u0159\u00edstup osob\u00e1m, kter\u00fdm chceme toto \u0159e\u0161en\u00ed pou\u017e\u00edt k zas\u00edl\u00e1n\u00ed nab\u00eddek. Nap\u0159\u00edklad cel\u00e9mu obchodn\u00edmu t\u00fdmu spole\u010dnosti.\n

    Zautomatizujme tento proces<\/h3>\nJi\u017e m\u00e1me pot\u0159ebn\u00e9 prvky k podrobn\u00e9mu nastaven\u00ed procesu, aby za n\u00e1s mohly pracovat automaty.<\/li>\n \t
  5. Proces mus\u00ed za\u010d\u00edt identifikac\u00ed u\u017eivatelsk\u00e9ho \u00fa\u010dtu, jeho dom\u00e9ny a apikey datab\u00e1ze, ve kter\u00e9 budou ulo\u017eeny v\u0161echny transakce. Toho lze dos\u00e1hnout d\u00edky n\u00e1stroji SmartData.<\/li>\n \t
  6. Pot\u00e9 mus\u00edme nakonfigurovat p\u0159\u00edjem nov\u00e9ho z\u00e1znamu, tj. odesl\u00e1n\u00ed nab\u00eddky nahran\u00e9 do na\u0161eho formul\u00e1\u0159e. K tomu pou\u017eijeme n\u00e1stroj RDS, speci\u00e1ln\u011b navr\u017een\u00fd pro datab\u00e1ze MasterBase\u00ae.<\/li>\n \t
  7. Nyn\u00ed, kdy\u017e m\u00e1me registraci, mus\u00edme ji odeslat s p\u0159izp\u016fsoben\u00fdm t\u011blem e-mailu a nab\u00eddkou jako p\u0159\u00edlohou. K tomu pot\u0159ebujeme pou\u017e\u00edt dva n\u00e1stroje. Nejprve pomoc\u00ed n\u00e1stroje Download vyhled\u00e1me HTML, kter\u00e9 pou\u017eijeme jako t\u011blo e-mailu, a pomoc\u00ed n\u00e1stroje UniqueMail jej p\u0159izp\u016fsob\u00edme a ode\u0161leme s p\u0159ilo\u017eenou nab\u00eddkou ve form\u00e1tu PDF.\n

    Jak m\u016f\u017ee toto \u0159e\u0161en\u00ed r\u016fst?<\/h3>\nD\u00edky flexibilit\u011b syst\u00e9m\u016f MasterBase\u00ae a Configware mohou procesy a \u0159e\u0161en\u00ed r\u016fst, b\u00fdt vylep\u0161ov\u00e1ny nebo upravov\u00e1ny, ani\u017e by bylo nutn\u00e9 za\u010d\u00ednat od nuly. D\u00edky v\u0161emu v\u00fd\u0161e uveden\u00e9mu jsme schopni zaslat z\u00e1kazn\u00edkovi ji\u017e existuj\u00edc\u00ed nab\u00eddku. Mohli bychom v\u0161ak j\u00edt je\u0161t\u011b hloub\u011bji a je\u0161t\u011b v\u00edce automatizovat vytvo\u0159en\u00edm nab\u00eddky ve stejn\u00e9m procesu a spu\u0161t\u011bn\u00edm op\u011btovn\u00e9ho odesl\u00e1n\u00ed, pokud zjist\u00edme, \u017ee n\u00e1\u0161 e-mail nebyl otev\u0159en.\n

    P\u0159\u00edprava nab\u00eddky a n\u00e1sledn\u00e1 kontrola<\/h3>\n<\/li>\n \t
  8. M\u016f\u017eeme po\u017e\u00e1dat webdesign\u00e9ra o vytvo\u0159en\u00ed \u0161ablony HTML s designem na\u0161\u00ed nab\u00eddky. S t\u00edm u\u017e zb\u00fdv\u00e1 jen zadat do \u0161ablony cesty s formul\u00e1\u0159ov\u00fdmi poli, aby automaty vykonaly pr\u00e1ci p\u0159i vypl\u0148ov\u00e1n\u00ed nab\u00eddky. Stejn\u00e1 pole formul\u00e1\u0159e: \u010d\u00edslo nab\u00eddky, detail, datum odesl\u00e1n\u00ed, jm\u00e9no, e-maily p\u0159\u00edjemce atd.<\/li>\n \t
  9. M\u016f\u017eeme nakonfigurovat konkr\u00e9tn\u00ed proces tak, aby automaty p\u0159i\u0159adily ka\u017ed\u00e9 nov\u00e9 nab\u00eddce odpov\u00eddaj\u00edc\u00ed \u010d\u00edslo.<\/li>\n \t
  10. Abychom zajistili \u0159\u00e1dn\u00e9 sledov\u00e1n\u00ed, m\u016f\u017eeme nastavit proces tak, aby automaty znovu odeslaly nab\u00eddku t\u0159et\u00ed den, pokud ji p\u0159\u00edjemce neotev\u0159el. Op\u011btovn\u00e9 zasl\u00e1n\u00ed lze nastavit tolikr\u00e1t, kolikr\u00e1t pova\u017eujeme za nutn\u00e9, a to i s jin\u00fdm HTML ne\u017e p\u0159i prvn\u00edm zasl\u00e1n\u00ed, abychom dos\u00e1hli lep\u0161\u00edho v\u00fdsledku.<\/li>\n<\/ol>\nToto je jen dal\u0161\u00ed n\u00e1pad a p\u0159\u00edklad toho, co v\u0161echno m\u016f\u017eete vytvo\u0159it pomoc\u00ed MasterBase\u00ae, jeho n\u00e1stroj\u016f a automat\u016f, kter\u00e9 pro v\u00e1s pracuj\u00ed. Zveme v\u00e1s, abyste sv\u00fdm n\u00e1pad\u016fm dali digit\u00e1ln\u00ed podobu.\n\n \n\n\"\"<\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
    \n\t\t\t\t
    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"tv\u016frci\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    Popt\u00e1vka po v\u00fdrobku nebo slu\u017eb\u011b je snad jednou z nej\u010dast\u011bj\u0161\u00edch a nejr\u016fzn\u011bj\u0161\u00edch \u010dinnost\u00ed v osobn\u00edm \u017eivot\u011b, kdy pot\u0159ebujeme prov\u00e9st opravu v dom\u00e1cnosti nebo spot\u0159ebi\u010de, p\u0159\u00edpadn\u011b si profesion\u00e1ln\u011b objednat slu\u017ebu.<\/p>","protected":false},"author":239642484,"featured_media":7204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nIdea para configurar el env\u00edo de tus cotizaciones - MasterBase\u00ae<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/masterbase.com\/cs\/napad-pro-konfiguraci-odesilani-nabidek\/masterbase\/\" \/>\n<meta property=\"og:locale\" content=\"cs_CZ\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Idea para configurar el env\u00edo de tus cotizaciones - MasterBase\u00ae\" \/>\n<meta property=\"og:description\" content=\"Cotizar un producto o servicio es quiz\u00e1 una de las acciones m\u00e1s frecuentes y transversales, en la vida personal cuando necesitamos realizar alg\u00fan arreglo en la casa o en alg\u00fan artefacto, o profesionalmente para contratar alg\u00fan servicio.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/masterbase.com\/cs\/napad-pro-konfiguraci-odesilani-nabidek\/masterbase\/\" \/>\n<meta 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