{"id":6869,"date":"2023-01-27T21:43:00","date_gmt":"2023-01-27T19:43:00","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/es\/?p=6869"},"modified":"2024-04-22T18:45:06","modified_gmt":"2024-04-22T15:45:06","slug":"otlet-az-arajanlatok-kuldesenek-konfiguralasahoz","status":"publish","type":"post","link":"https:\/\/masterbase.com\/hu\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"\u00d6tlet az \u00e1raj\u00e1nlatok k\u00fcld\u00e9s\u00e9nek konfigur\u00e1l\u00e1s\u00e1ra"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tEgy term\u00e9k vagy szolg\u00e1ltat\u00e1s \u00e1raj\u00e1nlatk\u00e9r\u00e9se tal\u00e1n az egyik leggyakoribb \u00e9s leg\u00e1tfog\u00f3bb m\u0171velet a szem\u00e9lyes \u00e9letben, amikor egy otthoni jav\u00edt\u00e1st vagy egy k\u00e9sz\u00fcl\u00e9ket kell elv\u00e9gezn\u00fcnk, vagy szakmailag kell szerz\u0151d\u00e9st k\u00f6tn\u00fcnk egy szolg\u00e1ltat\u00e1sra.\n\nEz azt jelenti, hogy mindig lesz valaki, akinek \u00e1raj\u00e1nlatra van sz\u00fcks\u00e9ge. Ahhoz, hogy reag\u00e1lni tudjon erre az ig\u00e9nyre, \u00e9s legyen b\u00e1rmilyen m\u00e9ret\u0171 is a c\u00e9ge, rendelkeznie kell egy gyors \u00e9s hat\u00e9kony mechanizmussal a k\u00f6z\u00f6ns\u00e9g \u00e1ltal ig\u00e9nyelt \u00e1raj\u00e1nlatok k\u00e9zbes\u00edt\u00e9s\u00e9re.\n\nAz MasterBase\u00ae-ben automatiz\u00e1lhatja a megl\u00e9v\u0151 \u00e1raj\u00e1nlatok k\u00fcld\u00e9s\u00e9t \u00e9s nyomon k\u00f6vet\u00e9s\u00e9t, amelyeket sablonb\u00f3l k\u00e9sz\u00edthet. Minden k\u00e9sz\u00edt\u0151 a saj\u00e1t c\u00e9ljainak megfelel\u0151en testre szabhatja a sablont. Tekints\u00fck \u00e1t az al\u00e1bbiakban a sz\u00e1mos lehet\u0151s\u00e9g k\u00f6z\u00fcl egyet.\n

Az MasterBase\u00ae egyik m\u00f3dja a konfigur\u00e1l\u00e1snak.<\/h3>\nAz els\u0151 dolog, amit szem el\u0151tt kell tartani, hogy az MasterBase\u00ae rendelkezik var\u00e1zsl\u00f3knak nevezett interf\u00e9szekkel, amelyek megk\u00f6nny\u00edtik az \u0171rlapn\u00e9zetek, t\u00e1bl\u00e1zatok \u00e9s hozz\u00e1f\u00e9r\u00e9si pontok konfigur\u00e1l\u00e1s\u00e1t, \u00e9s lehet\u0151v\u00e9 teszik az eszk\u00f6z\u00f6k haszn\u00e1lat\u00e1t automatiz\u00e1lt folyamatokban. \u00cdgy nem kell digit\u00e1lis szak\u00e9rt\u0151nek lennie a megold\u00e1sok konfigur\u00e1l\u00e1s\u00e1hoz.\n\nEbben a p\u00e9ld\u00e1ban felt\u00e9telezz\u00fck, hogy m\u00e1r megvan az \u00e1raj\u00e1nlatunk PDF form\u00e1tumban, \u00e9s csak annyit kell tenn\u00fcnk, hogy elk\u00fcldj\u00fck azt az \u00fcgyfeleknek \u00e9s nyomon k\u00f6vetj\u00fck.\n\nTeh\u00e1t a k\u00f6vetkez\u0151kre van sz\u00fcks\u00e9g\u00fcnk:\n
    \n \t
  1. A FormBuilder var\u00e1zsl\u00f3 seg\u00edts\u00e9g\u00e9vel \u00e1ll\u00edtsunk be egy beviteli \u0171rlapot, amely lehet\u0151v\u00e9 teszi sz\u00e1munkra az \u00e1raj\u00e1nlat \u00e9s a c\u00edmzett \u00fcgyfelek adatainak felt\u00f6lt\u00e9s\u00e9t. Az \u0171rlap tartalmazhat p\u00e9ld\u00e1ul olyan mez\u0151ket, mint az aj\u00e1nlat sz\u00e1ma, r\u00e9szletei, a felad\u00e1s d\u00e1tuma, neve, a c\u00edmzettek e-mail c\u00edme stb.<\/li>\n \t
  2. Csatlakoztassa az \u0171rlapot egy adatb\u00e1zishoz az egyes tranzakci\u00f3k t\u00e1rol\u00e1s\u00e1hoz. A kapcsolat az adatb\u00e1zis apikey-j\u00e9n vagy jelszav\u00e1n kereszt\u00fcl t\u00f6rt\u00e9nik.<\/li>\n \t
  3. A GridForm var\u00e1zsl\u00f3ban konfigur\u00e1ljon egy t\u00e1bl\u00e1zatot az \u00f6sszes tranzakci\u00f3, azaz az \u0171rlapon meghat\u00e1rozott mez\u0151kkel ell\u00e1tott id\u00e9zetek megjelen\u00edt\u00e9s\u00e9hez. A var\u00e1zsl\u00f3 seg\u00edts\u00e9g\u00e9vel eld\u00f6ntheti, hogy mely mez\u0151ket \u00e9s milyen sorrendben szeretn\u00e9 l\u00e1tni. Hogy minden kapcsolatban maradjon, a t\u00e1bl\u00e1zat is ugyanannak az adatb\u00e1zisnak az apikey-j\u00e9t haszn\u00e1lja, amelyet az \u0171rlapon megadtunk.<\/li>\n \t
  4. Hozz\u00e1f\u00e9r\u00e9si pontok l\u00e9trehoz\u00e1sa a bejelentkez\u00e9si \u0171rlap \u00e9s az \u00f6sszes tranzakci\u00f3t tartalmaz\u00f3 t\u00e1bl\u00e1zat megjelen\u00edt\u00e9s\u00e9hez, amit az ikonvar\u00e1zsl\u00f3ban tesz\u00fcnk meg, amely lehet\u0151v\u00e9 teszi sz\u00e1munkra a sz\u00ednek \u00e9s a k\u00e9p kiv\u00e1laszt\u00e1s\u00e1t, valamint a kapcsolat l\u00e9trehoz\u00e1s\u00e1t az 1. pont \u0171rlapn\u00e9zet \u00e9s a 3. pont t\u00e1bl\u00e1zata k\u00f6z\u00f6tt. Ezut\u00e1n hozz\u00e1f\u00e9r\u00e9st adhatunk azoknak az embereknek, akiknek ezt a Megold\u00e1st szeretn\u00e9nk haszn\u00e1lni az aj\u00e1nlatok k\u00fcld\u00e9s\u00e9re. P\u00e9ld\u00e1ul egy v\u00e1llalat teljes \u00e9rt\u00e9kes\u00edt\u00e9si csapat\u00e1nak.\n

    Automatiz\u00e1ljuk a folyamatot<\/h3>\nM\u00e1r megvannak a sz\u00fcks\u00e9ges elemek a folyamat r\u00e9szletes be\u00e1ll\u00edt\u00e1s\u00e1hoz, hogy az automat\u00e1k elv\u00e9gezhess\u00e9k helyett\u00fcnk a munk\u00e1t.<\/li>\n \t
  5. A folyamatot a felhaszn\u00e1l\u00f3i fi\u00f3k, a tartom\u00e1ny \u00e9s az adatb\u00e1zis apikey-j\u00e9nek azonos\u00edt\u00e1s\u00e1val kell kezdeni, ahol az \u00f6sszes tranzakci\u00f3t t\u00e1rolni fogj\u00e1k. Ez a SmartData eszk\u00f6znek k\u00f6sz\u00f6nhet\u0151en val\u00f3sul meg.<\/li>\n \t
  6. Ezut\u00e1n be kell \u00e1ll\u00edtanunk egy \u00faj rekord, azaz egy, az \u0171rlapunkra felt\u00f6lt\u00f6tt aj\u00e1nlatk\u00e9r\u00e9s fogad\u00e1s\u00e1t. Ehhez a kifejezetten az MasterBase\u00ae adatb\u00e1zisokhoz tervezett RDS eszk\u00f6zt haszn\u00e1ljuk.<\/li>\n \t
  7. Most, hogy megvan a regisztr\u00e1ci\u00f3, el kell k\u00fclden\u00fcnk azt egy testreszabott e-mail testtel \u00e9s az aj\u00e1nlatot csatolm\u00e1nyk\u00e9nt. Ehhez k\u00e9t eszk\u00f6zt kell haszn\u00e1lnunk. El\u0151sz\u00f6r a Let\u00f6lt\u00e9s seg\u00edts\u00e9g\u00e9vel megkeress\u00fck azt a HTML-t, amelyet az e-mail testek\u00e9nt fogunk haszn\u00e1lni, majd az UniqueMail seg\u00edts\u00e9g\u00e9vel szem\u00e9lyre szabjuk \u00e9s elk\u00fcldj\u00fck az e-mailben csatolt PDF form\u00e1tum\u00fa id\u00e9zettel egy\u00fctt.\n

    Hogyan n\u00f6vekedhet ez a megold\u00e1s?<\/h3>\nAz MasterBase\u00ae \u00e9s az Configware rugalmass\u00e1g\u00e1nak k\u00f6sz\u00f6nhet\u0151en a folyamatok \u00e9s megold\u00e1sok b\u0151v\u00edthet\u0151k, fejleszthet\u0151k vagy m\u00f3dos\u00edthat\u00f3k an\u00e9lk\u00fcl, hogy a null\u00e1r\u00f3l kellene kezdeni. A fentiekkel egy\u00fctt k\u00e9pesek vagyunk egy megl\u00e9v\u0151 \u00e1raj\u00e1nlatot elk\u00fcldeni egy \u00fcgyf\u00e9lnek. De m\u00e9g m\u00e9lyebbre mehetn\u00e9nk \u00e9s m\u00e9g jobban automatiz\u00e1lhatn\u00e1nk, ha ugyanabban a folyamatban l\u00e9trehozn\u00e1nk az \u00e1raj\u00e1nlatot, \u00e9s \u00fajrak\u00fcld\u00e9st ind\u00edtan\u00e1nk el, ha azt \u00e9szlelj\u00fck, hogy az e-mailt nem nyitott\u00e1k meg.\n

    Aj\u00e1nlatk\u00e9sz\u00edt\u00e9s \u00e9s nyomon k\u00f6vet\u00e9s<\/h3>\n<\/li>\n \t
  8. Megk\u00e9rhet\u00fcnk egy webdesignert, hogy k\u00e9sz\u00edtsen egy HTML-sablont az \u00e1raj\u00e1nlatunk diz\u00e1jnj\u00e1val. Ezzel m\u00e1r csak annyi a dolgunk, hogy a sablonba be\u00edrjuk az \u0171rlapmez\u0151kkel ell\u00e1tott el\u00e9r\u00e9si utakat, hogy az automat\u00e1k elv\u00e9gezz\u00e9k az \u00e1raj\u00e1nlat kit\u00f6lt\u00e9s\u00e9nek munk\u00e1j\u00e1t. Az \u0171rlap azonos mez\u0151i: az \u00e1raj\u00e1nlat sz\u00e1ma, r\u00e9szletei, a k\u00fcld\u00e9s d\u00e1tuma, neve, a c\u00edmzett e-mail c\u00edmei stb.<\/li>\n \t
  9. Be\u00e1ll\u00edthatunk egy adott folyamatot \u00fagy, hogy az automat\u00e1k minden \u00faj \u00e1raj\u00e1nlathoz hozz\u00e1rendeljenek egy korrelat\u00edv sz\u00e1mot.<\/li>\n \t
  10. A megfelel\u0151 nyomon k\u00f6vet\u00e9s biztos\u00edt\u00e1sa \u00e9rdek\u00e9ben be\u00e1ll\u00edthatunk egy olyan folyamatot, hogy az automat\u00e1k a harmadik napon \u00fajra elk\u00fcldik az aj\u00e1nlatot, felt\u00e9ve, hogy azt a c\u00edmzett nem nyitotta meg. Az ism\u00e9telt k\u00fcld\u00e9st annyiszor \u00e1ll\u00edthatjuk be, ah\u00e1nyszor csak sz\u00fcks\u00e9gesnek tartjuk, ak\u00e1r az els\u0151 k\u00fcld\u00e9st\u0151l elt\u00e9r\u0151 HTML-sel is, \u00edgy jobb eredm\u00e9nyt \u00e9rhet\u00fcnk el.<\/li>\n<\/ol>\nEz csak egy \u00fajabb \u00f6tlet, \u00e9s egy p\u00e9lda mindarra, amit az MasterBase\u00ae, az eszk\u00f6zei \u00e9s az \u00d6n sz\u00e1m\u00e1ra m\u0171k\u00f6d\u0151 automat\u00e1k seg\u00edts\u00e9g\u00e9vel l\u00e9trehozhat. Megh\u00edvjuk \u00d6nt, hogy adjon digit\u00e1lis form\u00e1t \u00f6tleteinek.\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\"vide\u00f3\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":"

    Egy term\u00e9k vagy szolg\u00e1ltat\u00e1s \u00e1raj\u00e1nlatk\u00e9r\u00e9se tal\u00e1n az egyik leggyakoribb \u00e9s leg\u00e1tfog\u00f3bb m\u0171velet a szem\u00e9lyes \u00e9letben, amikor egy otthoni jav\u00edt\u00e1st vagy egy k\u00e9sz\u00fcl\u00e9ket kell elv\u00e9gezn\u00fcnk, vagy szakmailag kell szerz\u0151d\u00e9st k\u00f6tn\u00fcnk egy szolg\u00e1ltat\u00e1sra.<\/p>","protected":false},"author":239642484,"featured_media":7204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"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\/hu\/otlet-az-arajanlatok-kuldesenek-konfiguralasahoz\/masterbase\/\" \/>\n<meta property=\"og:locale\" content=\"hu_HU\" \/>\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\/hu\/otlet-az-arajanlatok-kuldesenek-konfiguralasahoz\/masterbase\/\" \/>\n<meta property=\"og:site_name\" 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