{"id":6137,"date":"2017-11-13T09:37:47","date_gmt":"2017-11-13T09:37:47","guid":{"rendered":"http:\/\/www.erplybooks.com\/?page_id=6137\/"},"modified":"2018-03-22T12:29:40","modified_gmt":"2018-03-22T12:29:40","slug":"atgadinajumi-par-atvertiem-debitoru-paradiem-erply-books","status":"publish","type":"page","link":"https:\/\/www.erplybooks.com\/lv\/rokasgramatas\/atgadinajumi-par-atvertiem-debitoru-paradiem-erply-books\/","title":{"rendered":"Atg\u0101din\u0101jumi par atv\u0113rtiem debitoru par\u0101diem ERPLY Books"},"content":{"rendered":"<p>Atg\u0101din\u0101jumu nos\u016bt\u012b\u0161ana klientiem ar\u00a0 OPEN RECEIVABLES var b\u016bt laikietilp\u012bgs process, tom\u0113r ERPLY Books ir izdevies automatiz\u0113t \u0161o procesu liel\u0101 m\u0113rog\u0101 un padar\u012bt to maz\u0101k laikietilp\u012bgu. Izstr\u0101d\u0101jot \u0161o moduli, m\u0113s patur\u0113j\u0101m pr\u0101t\u0101 vair\u0101kus praktiskus apsv\u0113rumus, k\u0101 piem\u0113ram, s\u016btot atg\u0101din\u0101jumus visiem debitoriem uzreiz un atsevi\u0161\u0137iem debitoriem ar da\u017e\u0101diem datumiem, projektiem vai klientiem. Sekojot t\u0101l\u0101k aprakst\u012btajiem posmiem, \u0161is process aiz\u0146ems minim\u0101li daudz laika.<\/p>\n<h2>Nokav\u0113tie atv\u0113rtie debitori<\/h2>\n<p>Pirmais solis ir atrast r\u0113\u0137inus, kas ir nokav\u0113ti, un to var izdar\u012bt atverot paneli un uzklik\u0161\u0137inot uz Ie\u0146\u0113mumi \u00e0 Pirc\u0113ja p\u0101rskats.<\/p>\n<p>Uzklik\u0161\u0137inot uz \u201cPirc\u0113ja p\u0101rskats\u201d atveras modulis \u201cDebitori ar termi\u0146iem,\u201d kas par\u0101da nokav\u0113tos r\u0113\u0137inus. Ja nepiecie\u0161ams, J\u016bs varat specific\u0113t r\u0113\u0137inu sarakstu atlasot tos p\u0113c datuma, klienta vai projekta.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6138\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture21-300x98.png\" alt=\"\" width=\"818\" height=\"267\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture21-300x98.png 300w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture21-768x252.png 768w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture21-1024x336.png 1024w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture21.png 1295w\" sizes=\"auto, (max-width: 818px) 100vw, 818px\" \/><\/p>\n<p>Pirmk\u0101rt, Jums ir j\u0101atz\u012bm\u0113 tie klienti, ar kuriem v\u0113laties sazin\u0101ties<strong>, <\/strong>at\u0137eks\u0113jot atbalso\u0161os r\u0113\u0137inus.<\/p>\n<p>Atverot \u201cEksporta\u201d nolai\u017eamo sarakstu, programmat\u016bra pied\u0101v\u0101 izv\u0113l\u0113ties sekojo\u0161\u0101s iesp\u0113jas: e-pasts, HTML, PDF, Excel, CSV. Eksport\u0113jot atbilsto\u0161os r\u0113\u0137inus HTML vai PDF form\u0101t\u0101, tiek pied\u0101v\u0101ta iesp\u0113ja izdruk\u0101t p\u0101rskatu ar visiem nokav\u0113tajiem r\u0113\u0137iniem. Izv\u0113loties e-pastu ir iesp\u0113jams viegli nos\u016bt\u012bt p\u0101rskatu uz Excel. CSV eksports noz\u012bm\u0113, ka varat lejupiel\u0101d\u0113t p\u0101rskatu atbilsto\u0161ajos form\u0101tos (xlsx vai csv) sav\u0101 dator\u0101.<\/p>\n<p>Nospie\u017eot \u201cSaglab\u0101t &amp; S\u016bt\u012bt\u201d atver nolai\u017eamo sarakstu, kas satur \u0161\u0101das opcijas:<\/p>\n<ul>\n<li>PDF maks\u0101juma atg\u0101din\u0101jums &#8211; programmat\u016bra lejupiel\u0101d\u0113 PDF failu ar maks\u0101juma atg\u0101din\u0101jumu;<\/li>\n<li>PDF bilances pazi\u0146ojums &#8211; programmat\u016bra lejupiel\u0101d\u0113 PDF failu ar bilances pazi\u0146ojumu;<\/li>\n<li>Maks\u0101juma atg\u0101din\u0101jums e-past\u0101 \u2013 programmat\u016bra nos\u016bta klientam e-pastu ar maks\u0101juma atg\u0101din\u0101jumu;<\/li>\n<li>Bilances pazi\u0146ojums e-past\u0101 &#8211; programmat\u016bra nos\u016bta klientam e-pastu ar bilances pazi\u0146ojumu.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6139\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture22-300x161.png\" alt=\"\" width=\"866\" height=\"465\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture22-300x161.png 300w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture22-768x412.png 768w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture22-1024x550.png 1024w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2017\/11\/Capture22.png 1304w\" sizes=\"auto, (max-width: 866px) 100vw, 866px\" \/><\/p>\n<ul>\n<li>Noklik\u0161\u0137inot uz \u24d8 ikonas, atveras lodzi\u0146\u0161, kur J\u016bs varat izmain\u012bt vai pievienot ar klientu saist\u012bto inform\u0101ciju (visp\u0101r\u012bgu inform\u0101ciju, kontaktinform\u0101ciju, bankas inform\u0101ciju);<\/li>\n<li>Noklik\u0161\u0137inot uz t\u0101lru\u0146a ikonas, programmat\u016bra par\u0101da klienta t\u0101lru\u0146a numuru, un tur ar\u012b ir iesp\u0113jams veikt piez\u012bmes par zvanu, k\u0101 piem\u0113ram, vai klients atbild\u0113ja\/ neatbild\u0113ja vai ar\u012b apsol\u012bja samaks\u0101t uzreiz\/ned\u0113\u013cas laik\u0101;<\/li>\n<li>Noklik\u0161\u0137inot uz aploksn\u012btes, J\u016bs varat nos\u016bt\u012bt klientam konkr\u0113tu bilances pazi\u0146ojumu\/atg\u0101din\u0101jumu. Lai to izdar\u012btu Jums j\u0101b\u016bt saglab\u0101tam klienta e-pastam ERPLY Books, un viegl\u0101kais veids, k\u0101 to izdar\u012bt, ir nospie\u017eot uz \u24d8 ikonas pretim r\u0113\u0137inam. Ja neesat pievienoju\u0161i e-pastu klienta kontaktinform\u0101cijai, programmat\u016bra Jums pied\u0101v\u0101 iesp\u0113ju izdruk\u0101t bilances pazi\u0146ojumu\/atg\u0101din\u0101jumu, lai to nos\u016bt\u012btu pa pastu.<\/li>\n<\/ul>\n<h2>ERPLY Books iesp\u0113jams izveidot autom\u0101tiskus maks\u0101jumu atg\u0101din\u0101jumus lietojot atbilsto\u0161us uzst\u0101d\u012bjumus.<\/h2>\n<ul>\n<li>E-pasta virsraksts \u2013 ar \u0161o iestat\u012bjumu J\u016bs izveidosiet e-pasta virsrakstu. NB! Sist\u0113ma autom\u0101tiski pievienos komp\u0101nijas v\u0101rdu e-pasta beig\u0101s!<\/li>\n<li>E-pasta saturs \u2013 e-pasta saturs HTML form\u0101t\u0101.<\/li>\n<li>Atskaites tips \u2013 klienta bilance (bilances pazi\u0146ojums) vai atg\u0101din\u0101jums klientam (atg\u0101din\u0101jums par r\u0113\u0137inu).<\/li>\n<li>Nokav\u0113to dienu skaits \u2013 minim\u0101lais nokav\u0113t\u0101 r\u0113\u0137ina nokav\u0113juma dienu skaits. \u0160is dienu skaits tiks apr\u0113\u0137in\u0101ts p\u0113c sekojo\u0161\u0101s metodes:\n<ul>\n<li>ja klientam ir tikai viens nokav\u0113ts r\u0113\u0137ins, tad tiks uzr\u0101d\u012bts \u0161\u012b r\u0113\u0137ina nokav\u0113to dienu skaits;<\/li>\n<li>ja klientam ir vair\u0101ki nokav\u0113tie r\u0113\u0137ini, tad tiks uzr\u0101d\u012bts vismaz\u0101k nokav\u0113t\u0101 r\u0113\u0137ina nokav\u0113juma dienu skaits.<\/li>\n<\/ul>\n<\/li>\n<li>Kop\u0161 p\u0113d\u0113j\u0101 pazi\u0146ojuma pag\u0101ju\u0161o dienu skaits \u2013 J\u016bs varat iestat\u012bt laika posmu jauna pazi\u0146ojuma nos\u016bt\u012b\u0161anai. Piem\u0113ram, ja J\u016bs klientam nos\u016btat jaunu r\u0113\u0137inu katru dienu un klients nesamaks\u0101 nevienu no tiem, tad klients sa\u0146emtu jaunu pazi\u0146ojumu katru dienu (ar to pa\u0161u tekstu). \u0160\u0101d\u0101 gad\u012bjum\u0101, b\u016btu ieteicams iestat\u012bt \u201cnokav\u0113juma dienu\u201d interv\u0101lu vismaz +1 (diena), un t\u0101d\u0113j\u0101di klients nesa\u0146emtu jaunu pazi\u0146ojumu katru dienu. \u0160is ir \u013coti noz\u012bm\u012bgi, ja v\u0113laties klientam nos\u016bt\u012bt vismaz divus da\u017e\u0101dus atg\u0101din\u0101jumus.<\/li>\n<li>Blo\u0137\u0113jiet klientus \u2013 nospiediet \u201cj\u0101,\u201d ja v\u0113laties blo\u0137\u0113t klientus ERPLY POS &amp; Inventory.<\/li>\n<li>Minim\u0101lais par\u0101ds \u2013 ar \u0161o opciju J\u016bs izvair\u012bsieties nos\u016bt\u012bt pazi\u0146ojumu klientiem, kuru par\u0101ds ir zem noapa\u013cojam\u0101 daudzuma<strong>.<\/strong><\/li>\n<li>Nes\u016bt\u012bt pazi\u0146ojumus klientiem, kas veic priek\u0161apmaksu \u2013 iesp\u0113ja pievienot nosac\u012bjumu nes\u016bt\u012bt pazi\u0146ojumus klientiem, kuru priek\u0161apmaksas summa ir nevien\u0101da ar nulli, kas noz\u012bm\u0113, ka vispirms Jums nepiecie\u0161ams sak\u0101rtot klienta datus pirms programmat\u016bra klientam nos\u016bta pazi\u0146ojumu.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Atg\u0101din\u0101jumu nos\u016bt\u012b\u0161ana klientiem ar\u00a0 OPEN RECEIVABLES var b\u016bt laikietilp\u012bgs process, tom\u0113r ERPLY Books ir izdevies automatiz\u0113t \u0161o procesu liel\u0101 m\u0113rog\u0101 un padar\u012bt to maz\u0101k laikietilp\u012bgu. Izstr\u0101d\u0101jot \u0161o moduli, m\u0113s patur\u0113j\u0101m pr\u0101t\u0101 vair\u0101kus praktiskus apsv\u0113rumus, k\u0101 piem\u0113ram, s\u016btot atg\u0101din\u0101jumus visiem debitoriem uzreiz un atsevi\u0161\u0137iem debitoriem ar da\u017e\u0101diem datumiem, projektiem vai klientiem. Sekojot t\u0101l\u0101k aprakst\u012btajiem posmiem, \u0161is [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":6000,"menu_order":13,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-6137","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6137","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/comments?post=6137"}],"version-history":[{"count":0,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6137\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6000"}],"wp:attachment":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/media?parent=6137"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/categories?post=6137"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/tags?post=6137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}