{"id":2306,"date":"2016-10-14T17:29:53","date_gmt":"2016-10-14T14:29:53","guid":{"rendered":"http:\/\/www.erplybooks.com\/?page_id=2306"},"modified":"2023-07-04T13:00:12","modified_gmt":"2023-07-04T13:00:12","slug":"automaatsed-saldoteatised","status":"publish","type":"page","link":"https:\/\/www.erplybooks.com\/et\/juhendid\/automaatsed-saldoteatised\/","title":{"rendered":"Automaatsed saldoteatised ja maksemeenutused"},"content":{"rendered":"<h1>Automaatsed saldoteated<\/h1>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Saada ERPLY Books&#8217;iga automaatsed saldoteated ja maksemeenutused.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Selle seadistamiseks kirjuta pealehe otsingusse <b>\u201cAutomaatsed saldoteated\u201d<\/b>. Avanenud moodulis saad t\u00e4ita j\u00e4rgnevad lahtrid:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><b>E-maili pealkiri<\/b> &#8211; vastavalt sellele m\u00e4\u00e4ratakse e-maili pealkiri. Ettev\u00f5tte nimi m\u00e4\u00e4ratakse emaili l\u00f5ppu automaatselt.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><b>Emaili sisu<\/b> &#8211; html kujul e-maili sisu<\/span>\n<ul>\n<li>N\u00e4iteks: Tere!&lt;br&gt;&lt;br&gt;Saadame saldoteatise&lt;br&gt;&lt;br&gt;Heade soovidega<\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><b>Aruande t\u00fc\u00fcp<\/b> &#8211; customerBalance (saldoteatis) v\u00f5i customerReminder (meeldetuletus)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><b>\u00dcle t\u00e4htaja p\u00e4evi<\/b> &#8211; minimaalne p\u00e4evade arv, mis peab olema arvel \u00fcle t\u00e4htaja<\/span><\/li>\n<\/ul>\n<ol>\n<li><span style=\"font-weight: 400;\">kui kliendil on \u00fcks arve \u00fcle t\u00e4htaja, siis v\u00f5etakse selle arve \u00fcle t\u00e4htaja olnud p\u00e4evade arv<\/span><\/li>\n<li><span style=\"font-weight: 400;\">kui kliendil on mitu arvet \u00fcle t\u00e4htaja, siis v\u00f5etakse arve, mis on v\u00e4him p\u00e4evi olnud \u00fcle t\u00e4htaja<\/span><\/li>\n<\/ol>\n<ul>\n<li><span style=\"font-weight: 400;\"><b>P\u00e4evi m\u00f6\u00f6das viimasest saatmisest<\/b> &#8211; saad m\u00e4\u00e4rata, milline peab olema ajavahemik, mille jooksul uusi teateid kliendile ei saadetaks. N\u00e4iteks kui saadad kliendile iga p\u00e4ev uue arve ja ta ei maksa neist \u00fchtegi \u00e4ra, siis ta saaks iga p\u00e4ev sama tekstiga uue meeldetuletuse. Sellises olukorras on m\u00f5istlik m\u00e4rkida \u201c\u00fcle t\u00e4htaja p\u00e4evade arv\u201d v\u00e4hemalt + 1 p\u00e4eva ja klient ei saa iga p\u00e4ev uut meeldetuletust. See \u00e4\u00e4rmiselt vajalik, kui soovid saata kliendile v\u00e4hemalt kaks erisugust meeldetuletust.<\/span><\/li>\n<li><span style=\"font-weight: 400;\"><b>Lukusta kliente<\/b> &#8211; jah, kui soovid ERPLY lao poolel kliente lukustada<\/span><\/li>\n<li><span style=\"font-weight: 400;\"><b>Min v\u00f5lg<\/b> &#8211; saab v\u00e4ltida kirja saatmist klientidele, kelle v\u00f5lg on alla m\u00e4\u00e4ratud summa<\/span><\/li>\n<li><span style=\"font-weight: 400;\"><b>\u00c4ra saada ettemaksuga klientidele<\/b> &#8211; saab v\u00e4ltida kirja saatmist klientidele, kellel on nullist erinev ettemaks \u00fcleval. Juhul, kui ettemaksuga kliendil on \u00fcleval ka tasumata arveid, siis peaksid eelnevalt selle kliendi andmed korrastama, et programm talle meeldetuletuse saadaks.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Lisades antud moodulisse uue rea, kontrollib programm iga \u00f6\u00f6, kas peab saatma kellelegi automaatse meeldetuletuse &#8211; reeglid koostatakse pidevaks arvestuseks, mitte ei tehta seda korra kuus.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2>1. Maksemeenutuse automaatne saatmine<\/h2>\n<p>&nbsp;<\/p>\n<p>Automaatse maksemeenutuse lisamisel tuleb <strong>&#8221;Aruande t\u00fc\u00fcp&#8221;<\/strong> lahtrisse lisada <strong>&#8221;customerReminder&#8221;.\u00a0<\/strong><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\"><strong>N\u00e4ide:<\/strong> Soovid, et maksemeenutuse protsess oleks kolmeetapiline:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">N\u00e4dal \u00fcle t\u00e4htaja \u2013 meeldetuletus<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kaks n\u00e4dalat \u00fcle t\u00e4htaja \u2013 korduv meeldetuletus<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kuu aega \u00fcle t\u00e4htaja \u2013 hoiatuskiri, teade ka mulle endale, et antud kliendiga tuleb tegeleda.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-23129 \" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2021\/08\/Screenshot-2021-08-05-at-12.39.39.png\" alt=\"Automaatsed saldoteated\" width=\"1113\" height=\"161\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2021\/08\/Screenshot-2021-08-05-at-12.39.39.png 1113w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2021\/08\/Screenshot-2021-08-05-at-12.39.39-980x142.png 980w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2021\/08\/Screenshot-2021-08-05-at-12.39.39-480x69.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1113px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Pildilt on n\u00e4ha, et esimene kiri saadetakse v\u00e4lja, kui \u00fcle t\u00e4htaja p\u00e4evi on 7. <strong>\u201cP\u00e4evi m\u00f6\u00f6da viimasest\u201d<\/strong> 7 t\u00e4hendab, et j\u00e4rgmist kirja ei saadeta enne, kui 7 p\u00e4eva on m\u00f6\u00f6dunud viimasest saadetud kirjast. Kui klient pole v\u00f5lga tasunud, siis saadetakse korduv meeldetuletus 15 p\u00e4eval. Ja j\u00e4llegi m\u00e4\u00e4ratakse p\u00e4evi m\u00f6\u00f6da viimasest saatmisest 7 p\u00e4eva. Viimane korduv meeldetuletus (hoiatuskiri) saadetakse 30 p\u00e4eval. Siis lukustatakse ka klient ERPLY laos.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2>2. Saldoteatise automaatne saatmine<\/h2>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\">Kui soovid lisada automaatset saldoteatise saatmist, siis selle seadistamise p\u00f5him\u00f5te on sama, kuid Aruande t\u00fc\u00fcbi lahtrisse tuleb lisada <strong>customerBalance<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-28618 \" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-20-at-15.32.34.png\" alt=\"\" width=\"921\" height=\"177\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Kui Sa ei soovi kliendile enam teavitusi saata, kirjuta pealehele <b>\u201cKliendi atribuudid\u201d<\/b>. Avanenud moodulis vali klient ja nime lahtrisse kirjuta\u00a0<b>ATTRIBUTE_CUSTOMER_DONT_SEND_REMINDER<\/b> ning salvesta. Sellega m\u00e4\u00e4ratakse, et edaspidi ei saadeta antud kliendile enam teavitusi.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3>Kliendi nime kuvamine emaili pealkirjas v\u00f5i sisus<\/h3>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Automaatsetes maksemeenutustes ja saldoteatistes saab m\u00e4\u00e4rata pealkirja ja sisu juurde kliendi nime.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Kui soovid, et automaatse maksemeenutuse v\u00f5i saldoteatise pealkirjas v\u00f5i sisus kuvatakse kliendi nimi, siis tuleb kumbagi lahtrisse lisada <\/span><b>|CUSTOMER|<\/b><span style=\"font-weight: 400;\"> ning see asendatakse kliendi nimega.\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-29676 size-full\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/01\/Screenshot-2023-01-05-at-10.32.04.png\" alt=\"\" width=\"1850\" height=\"162\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/01\/Screenshot-2023-01-05-at-10.32.04.png 1850w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/01\/Screenshot-2023-01-05-at-10.32.04-1280x112.png 1280w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/01\/Screenshot-2023-01-05-at-10.32.04-980x86.png 980w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/01\/Screenshot-2023-01-05-at-10.32.04-480x42.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1850px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Kui lisad pealkirja lahtrisse <\/span><b>|NO_ORG_NAME|<\/b><span style=\"font-weight: 400;\">, siis organisatsiooni nimi eemaldatakse ja nime ei kuvata emaili teate pealkirjas (vastasel juhul on pealkirja l\u00f5pus alati saatja nimi)<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Kuidas seadistada, et maksemeenutust saadetakse enne t\u00e4htp\u00e4eva?<\/span><\/h3>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Selleks, et maksemeenutust saadetaks n\u00e4iteks 3 p\u00e4eva varem enne uue arve v\u00e4lja saatmist, tuleb <\/span><b>\u201c\u00dcle t\u00e4htaja p\u00e4evi\u201d <\/b><span style=\"font-weight: 400;\">lahtrisse lisada<\/span><b> -3<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-28234 size-full\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2022\/08\/image1-6.png\" alt=\"\" width=\"1058\" height=\"135\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2022\/08\/image1-6.png 1058w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2022\/08\/image1-6-980x125.png 980w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2022\/08\/image1-6-480x61.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1058px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>NB! Kui Sul on valitud <strong>&#8220;Komplekteeri ise&#8221;<\/strong> pakett, siis peavad olema hinnakirja alt (S\u00e4tted &gt; Hinnakiri &gt; Lisafeatuurid) valitud <strong>Saada e-mail<\/strong>, <strong>Automaatsed saldoteated ja Kliendi raport<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25111 size-full\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2022\/03\/moodulid.png\" alt=\"\" width=\"569\" height=\"569\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2022\/03\/moodulid.png 569w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2022\/03\/moodulid-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 569px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>Maksemeenutuse seadistamine \u00fcle t\u00e4htaja arvetele<\/h3>\n<div class=\"sc-eXNvrr WinTy\">\n<div class=\"flow-message sc-kQsIoO bYbycy\" data-nr=\"594\">\n<div class=\"message\">\n<div class=\"sc-laTMn gkzICp\">\n<p>&nbsp;<\/p>\n<div class=\"sc-hGoxap eNRIs\">\n<div class=\"sc-jwKygS message-content kQZTxC\">\n<p>Kui oled seadistanud maksemeenutuste saatmise, siis vaikimisi saadetakse maksemeenutused kliendile v\u00e4lja k\u00f5ikide arvete puhul. See t\u00e4hendab, et meenutused saadetakse arvetele, mis on \u00fcle t\u00e4htaja v\u00f5i ka need maksmata arved, mille t\u00e4htaeg veel \u00fcle pole. Kui soovid aga, et maksemeenutused saadetakse vaid nende arvete puhul, mis on \u00fcle t\u00e4htaja, siis tuleb selleks lisada eraldi reegel.<\/p>\n<p>Reegli lisamiseks mine <strong>Globaalsete Atribuutide<\/strong> alla (Otsi pealehe otsingukastist Globaalsed Atribuudid) ja lisa uus reegel:<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><strong>Nimi<\/strong>:\u00a0GLOBAL_REMINDER_SEND_ONLY_OVERDUE<\/p>\n<p><strong>V\u00e4\u00e4rtus<\/strong>: true<\/p>\n<\/div>\n<p><span style=\"font-weight: 400;\">Peale reegli lisamist salvesta muudatused ja seadistuste rakendumiseks logige programmist v\u00e4lja ning uuesti sisse.<\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Automaatsed saldoteated &nbsp; Saada ERPLY Books&#8217;iga automaatsed saldoteated ja maksemeenutused. Selle seadistamiseks kirjuta pealehe otsingusse \u201cAutomaatsed saldoteated\u201d. Avanenud moodulis saad t\u00e4ita j\u00e4rgnevad lahtrid: E-maili pealkiri &#8211; vastavalt sellele m\u00e4\u00e4ratakse e-maili pealkiri. Ettev\u00f5tte nimi m\u00e4\u00e4ratakse emaili l\u00f5ppu automaatselt. Emaili sisu &#8211; html kujul e-maili sisu N\u00e4iteks: Tere!&lt;br&gt;&lt;br&gt;Saadame saldoteatise&lt;br&gt;&lt;br&gt;Heade soovidega Aruande t\u00fc\u00fcp &#8211; customerBalance (saldoteatis) v\u00f5i customerReminder [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3312,"menu_order":17,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[453],"tags":[664,665,667,666],"class_list":["post-2306","page","type-page","status-publish","hentry","category-nouded-ja-volad","tag-automaatne","tag-saldo","tag-saldoteatis","tag-teatis"],"_links":{"self":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/2306","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/comments?post=2306"}],"version-history":[{"count":0,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/2306\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/3312"}],"wp:attachment":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/media?parent=2306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/categories?post=2306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/tags?post=2306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}