{"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":"ideja-kaip-konfiguruoti-citatu-siuntima","status":"publish","type":"post","link":"https:\/\/masterbase.com\/lt\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"Id\u0117ja, kaip konfig\u016bruoti citat\u0173 siuntim\u0105"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tProdukto ar paslaugos u\u017esakymas yra bene vienas i\u0161 da\u017eniausi\u0173 ir daugel\u012f sri\u010di\u0173 apiman\u010di\u0173 veiksm\u0173 asmeniniame gyvenime, kai mums reikia atlikti remont\u0105 namuose, \u012fsigyti prietais\u0105 arba profesionaliai u\u017esisakyti paslaug\u0105.\n\nTai rei\u0161kia, kad visada atsiras \u017emogus, kuriam reik\u0117s pateikti pasi\u016blym\u0105. Kad gal\u0117tum\u0117te patenkinti \u0161\u012f poreik\u012f ir kad ir kokio dyd\u017eio b\u016bt\u0173 j\u016bs\u0173 \u012fmon\u0117, turite tur\u0117ti greit\u0105 ir veiksming\u0105 mechanizm\u0105, kuris leist\u0173 pateikti j\u016bs\u0173 auditorijai reikalingas citatas.\n\nProgramoje MasterBase\u00ae galite automatizuoti esam\u0173 citat\u0173, kurias galite sukurti pagal \u0161ablon\u0105, siuntim\u0105 ir steb\u0117jim\u0105. Kiekvienas k\u016br\u0117jas gali pritaikyti \u0161ablon\u0105 pagal savo tikslus. Toliau ap\u017evelkime vien\u0105 i\u0161 daugelio galimybi\u0173.\n

Vienas i\u0161 b\u016bd\u0173 konfig\u016bruoti MasterBase\u00ae.<\/h3>\nPirmiausia reikia nepamir\u0161ti, kad MasterBase\u00ae turi s\u0105sajas, vadinamas vedliais (Wizards), kurie palengvina form\u0173 vaizd\u0173, lenteli\u0173 ir prieigos ta\u0161k\u0173 konfig\u016bravim\u0105 ir leid\u017eia naudoti \u012frankius automatizuotuose procesuose. Tokiu b\u016bdu jums nereikia b\u016bti skaitmenini\u0173 technologij\u0173 ekspertu, kad gal\u0117tum\u0117te sukonfig\u016bruoti savo Sprendimus.\n\n\u0160iame pavyzdyje darysime prielaid\u0105, kad jau turime savo pasi\u016blym\u0105 PDF formatu ir mums reikia tik i\u0161si\u0173sti j\u012f klientams bei imtis tolesni\u0173 veiksm\u0173.\n\nTaigi, mums reikia:\n
    \n \t
  1. Naudodamiesi \"FormBuilder\" vedliu, sukurkite \u012fvesties form\u0105, \u012f kuri\u0105 gal\u0117sime \u012fkelti pasi\u016blym\u0105 ir gav\u0117j\u0173 klient\u0173 duomenis. Formoje gali b\u016bti, pavyzd\u017eiui, tokie laukai kaip citatos numeris, detal\u0117, i\u0161siuntimo data, pavadinimas, gav\u0117j\u0173 el. pa\u0161to adresai ir pan.<\/li>\n \t
  2. Sujunkite form\u0105 su duomen\u0173 baze, kad b\u016bt\u0173 galima saugoti kiekvien\u0105 operacij\u0105. Ry\u0161ys u\u017emezgamas naudojant duomen\u0173 baz\u0117s apkeitimo rakt\u0105 arba slapta\u017eod\u012f.<\/li>\n \t
  3. GridForm vedlyje sukonfig\u016bruokite lentel\u0119, kurioje bus rodomi visi sandoriai, t. y. citatos su formoje apibr\u0117\u017etais laukais. Vedlio pagalba galite nuspr\u0119sti, kuriuos laukus norite matyti ir kokia tvarka. Kad viskas b\u016bt\u0173 susieta, lentel\u0117je taip pat naudojamas tos pa\u010dios duomen\u0173 baz\u0117s, kuri buvo \u012fvesta formoje, apikey.<\/li>\n \t
  4. Sukurkite prieigos ta\u0161kus, kad gal\u0117tum\u0117te vizualizuoti prisijungimo form\u0105 ir lentel\u0119 su visomis operacijomis - tai padarysime naudodami piktogram\u0173 vedl\u012f, kuris leid\u017eia pasirinkti spalvas, vaizd\u0105 ir nustatyti ry\u0161\u012f tarp formos vaizdo 1 ta\u0161ke ir lentel\u0117s 3 ta\u0161ke. Tada gal\u0117sime suteikti prieig\u0105 \u017emon\u0117ms, kuriems norime naudoti \u0161\u012f sprendim\u0105, kad jie gal\u0117t\u0173 si\u0173sti pasi\u016blymus. Pavyzd\u017eiui, visai \u012fmon\u0117s pardavimo komandai.\n

    Automatizuokime proces\u0105<\/h3>\nJau turime reikiamus elementus, kad gal\u0117tume i\u0161samiai nustatyti proces\u0105 ir automatai gal\u0117t\u0173 atlikti darb\u0105 u\u017e mus.<\/li>\n \t
  5. Procesas turi prasid\u0117ti nuo naudotojo paskyros, jos domeno ir duomen\u0173 baz\u0117s, kurioje bus saugomos visos operacijos, apikey nustatymo. Tai pasiekiama naudojant \"SmartData\" \u012frank\u012f.<\/li>\n \t
  6. Tada turime sukonfig\u016bruoti naujo \u012fra\u0161o, t. y. \u012f m\u016bs\u0173 form\u0105 \u012fkelto pasi\u016blymo pateikimo, pri\u0117mim\u0105. Tam naudojame specialiai MasterBase\u00ae duomen\u0173 baz\u0117ms skirt\u0105 RDS \u012frank\u012f.<\/li>\n \t
  7. Dabar, kai jau turime registracij\u0105, turime j\u0105 i\u0161si\u0173sti su pritaikytu el. lai\u0161ko turiniu, o pasi\u016blym\u0105 - kaip pried\u0105. Nor\u0117dami tai padaryti, turime naudoti dvi priemones. Pirmiausia, naudodami \"Download\", ie\u0161kosime HTML, kur\u012f naudosime kaip el. lai\u0161ko k\u016bn\u0105, o naudodami \"UniqueMail\" j\u012f suasmeninsime ir i\u0161si\u0173sime kartu su prisegta PDF formato citata.\n

    Kaip \u0161is sprendimas gali augti?<\/h3>\nD\u0117l MasterBase\u00ae ir Configware lankstumo procesai ir sprendimai gali b\u016bti ple\u010diami, tobulinami ar kei\u010diami nepradedant nuo nulio. Tur\u0117dami visa tai, kas i\u0161d\u0117styta pirmiau, galime klientui nusi\u0173sti jau esam\u0105 pasi\u016blym\u0105. Ta\u010diau gal\u0117tume \u017eengti dar giliau ir automatizuoti dar daugiau, tame pa\u010diame procese sukurdami pasi\u016blym\u0105 ir \u012fjungdami pakartotin\u012f siuntim\u0105, jei aptiktume, kad m\u016bs\u0173 el. lai\u0161kas nebuvo atidarytas.\n

    Pasi\u016blym\u0173 rengimas ir tolesni veiksmai<\/h3>\n<\/li>\n \t
  8. Galime papra\u0161yti \u017einiatinklio dizainerio sukurti HTML \u0161ablon\u0105 su m\u016bs\u0173 pasi\u016blymo dizainu. Tai padarius, belieka tik \u012f \u0161ablon\u0105 \u012fvesti kelius su formos laukais, kad automatai atlikt\u0173 pasi\u016blymo u\u017epildymo darb\u0105. Tie patys formos laukai: citatos numeris, detal\u0117, i\u0161siuntimo data, vardas, pavard\u0117, gav\u0117jo el. pa\u0161tas ir t. t.<\/li>\n \t
  9. Galime sukonfig\u016bruoti konkret\u0173 proces\u0105 taip, kad automatai kiekvienai naujai citatai priskirt\u0173 atitinkam\u0105 numer\u012f.<\/li>\n \t
  10. Nor\u0117dami u\u017etikrinti tinkam\u0105 tolesn\u012f steb\u0117jim\u0105, galime nustatyti tok\u012f proces\u0105, kad automatai tre\u010di\u0105 dien\u0105 i\u0161 naujo i\u0161si\u0173st\u0173 pasi\u016blym\u0105, jei gav\u0117jas jo neatidar\u0117. Pakartotin\u012f siuntim\u0105 galima konfig\u016bruoti tiek kart\u0173, kiek manome, kad reikia, net ir su kitokiu HTML kodu nei pirmojo siuntimo metu, kad gal\u0117tume pasiekti geresn\u012f rezultat\u0105.<\/li>\n<\/ol>\nTai tik dar viena id\u0117ja ir pavyzdys, k\u0105 galite sukurti naudodami MasterBase\u00ae, jo \u012frankius ir automatus. Kvie\u010diame suteikti skaitmenin\u0119 form\u0105 savo id\u0117joms.\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\"vaizdo\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":"

    Produkto ar paslaugos u\u017esakymas yra bene vienas i\u0161 da\u017eniausi\u0173 ir daugel\u012f sri\u010di\u0173 apiman\u010di\u0173 veiksm\u0173 asmeniniame gyvenime, kai mums reikia atlikti remont\u0105 namuose, \u012fsigyti prietais\u0105 arba profesionaliai u\u017esisakyti paslaug\u0105.<\/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\/lt\/ideja-kaip-konfiguruoti-citatu-siuntima\/pagrindine-duomenu-baze\/\" \/>\n<meta property=\"og:locale\" content=\"lt_LT\" \/>\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\/lt\/ideja-kaip-konfiguruoti-citatu-siuntima\/pagrindine-duomenu-baze\/\" \/>\n<meta property=\"og:site_name\" content=\"MasterBase\u00ae\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-27T19:43:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-22T15:45:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/masterbase.com\/wp-content\/uploads\/2023\/12\/new-jan-02.png?fit=1024%2C681&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"681\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Alejandro Dur\u00e1n\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alejandro Dur\u00e1n\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minut\u0117s\" \/>\n<script type=\"application\/ld+json\" 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