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en:gui5:handbuch:kapitel_2:2.01.13_basic_-_kontakt [2020/02/07 10:56] peter [Address & Communication] |
en:gui5:handbuch:kapitel_2:2.01.13_basic_-_kontakt [2021/11/30 15:04] (current) alexandra [Misc] |
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| [[..:kapitel_2:2.01.12_key_-_fahrzeug|{{|Back}}]] [[..:handbuch|{{|Home}}]] [[..:kapitel_2:2.01.14_basic_-_kampagne|{{|Next}}]] | [[..:kapitel_2:2.01.12_key_-_fahrzeug|{{|Back}}]] [[..:handbuch|{{|Home}}]] [[..:kapitel_2:2.01.14_basic_-_kampagne|{{|Next}}]] | ||
| - | ====== 2.01.12 Contact ====== | + | ====== 2.01.12 Company ====== |
| - | The mask **contact** manages the business contacts. All information about the contact's company, such as name, address and communication possibilities are stored here. For a clear structuring of the business contacts and for a better analysis, information regarding the category, reference, contact type as well as the corresponding branch can be stored for each business contact. In addition, the currency and the charge rate are managed for customers. This data is required when projects are created and for orders and incoming invoices. | + | The mask **company** manages the business contacts. All information about the contact's company, such as name, address and communication possibilities are stored here. For a clear structuring of the business contacts and for a better analysis, information regarding the category, reference, contact type as well as the corresponding branch can be stored for each business contact. In addition, the currency and the charge rate are managed for customers. This data is required when projects are created and for orders and incoming invoices. |
| The mask consists of the following elements: | The mask consists of the following elements: | ||
| - | ===== Master Sheet ===== | + | ===== General Data ===== |
| - | {{:gui5:handbuch:kapitel_2:2.01.12-01-a.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_10.55.45.png|}} |
| - | {{:gui5:handbuch:kapitel_2:2.01.12-01-b.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_10.56.07.png|}} |
| * **Basic Information:** | * **Basic Information:** | ||
| Line 16: | Line 16: | ||
| * **Category:** In the category field, you can assign defined types of contact (for example, customer, prospect, and so on) in the Collections (see Administration Guide). | * **Category:** In the category field, you can assign defined types of contact (for example, customer, prospect, and so on) in the Collections (see Administration Guide). | ||
| * **Company Name and Old Company Name:** These alphanumeric fields describe the current company name and, if applicable, the old company name. | * **Company Name and Old Company Name:** These alphanumeric fields describe the current company name and, if applicable, the old company name. | ||
| - | * **Locked, Lock Reason:** This check mark can be set if the customer is no longer to be used as the [[..:kapitel_a:glossar#Auftraggeber|sold-to party]] for a [[..:kapitel_a:glossar#Projekt|project]]. The reason for the blockage (insolvency, payment behaviour, ...) can be entered in the next field. | + | * **Blocked, Reason for Blocking:** This check mark can be set if the customer is no longer to be used as the [[..:kapitel_a:glossar#Auftraggeber|sold-to party]] for a [[..:kapitel_a:glossar#Projekt|project]]. The reason for the blockage (insolvency, payment behaviour, ...) can be entered in the next field. |
| - | * **Comment:** This field allows you to enter comments about the contact. | + | * **Note:** This field allows you to enter comments about the contact. |
| * **Structure:** | * **Structure:** | ||
| Line 24: | Line 24: | ||
| * **Contact Person:** This field identifies the contact person at the customer (see mask [[..:kapitel_2:2.01.21_basic_-_ansprechpartner|contact person]]). | * **Contact Person:** This field identifies the contact person at the customer (see mask [[..:kapitel_2:2.01.21_basic_-_ansprechpartner|contact person]]). | ||
| - | * **Logo:** At this point a company logo can be uploaded for this contact. | + | |
| ===== Marketing (Sample Implementation) ===== | ===== Marketing (Sample Implementation) ===== | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.12-02.png?|}} | + | {{:en:gui5:handbuch:kapitel_2:companymarketing.png?|}} |
| - | * **Criteria & int. Contact Person:** | + | * **SelectionCriterions:** |
| * **Type:** Hier kann der Kontakttyp gewählt werden. | * **Type:** Hier kann der Kontakttyp gewählt werden. | ||
| * **Industry and Foundation:** Here you can enter the branch of the contact and the date of foundation. The industry can be defined in the collections (see administration guide). | * **Industry and Foundation:** Here you can enter the branch of the contact and the date of foundation. The industry can be defined in the collections (see administration guide). | ||
| - | * **Initial Contact:** The type of initial contact (internet, campaign, cold calling, partner, ...) can be entered here. | + | * **First Contact:** The type of initial contact (internet, campaign, cold calling, partner, ...) can be entered here. |
| * **Partner:** Sales partners can be entered here. | * **Partner:** Sales partners can be entered here. | ||
| - | * **Number of Employees and Revenue (or Revenue Class):** The number of employees and the turnover of the contact can be stored here. These fields can be used as selection criteria (for example, for direct mailings). | + | * **Number of Employees and Sales Category:** The number of employees and the turnover of the contact can be stored here. These fields can be used as selection criteria (for example, for direct mailings). |
| * **KAM:** The key account manager can be added here. | * **KAM:** The key account manager can be added here. | ||
| * **Representation:** Here you can enter the customer advisors. These employee(s) are responsible for the contact. | * **Representation:** Here you can enter the customer advisors. These employee(s) are responsible for the contact. | ||
| - | * **Known Contacts:** Any contacts can be assigned to the defined contact here. | + | * **Related Companies:** Any contacts can be assigned to the defined contact here. |
| * **Campaigns:** Here the campaigns concerning this contact are listed. | * **Campaigns:** Here the campaigns concerning this contact are listed. | ||
| - | ===== Sales & Distribution (Sample Implementation) ===== | + | ===== Sales (Sample Implementation) ===== |
| - | {{:gui5:handbuch:kapitel_2:2.01.12-03.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.23.31.png|}} |
| - | {{:gui5:handbuch:kapitel_2:konta5.png|}} | + | |
| * **Opportunities:** All [[..:kapitel_2:2.01.16_basic_-_verkaufstrichter|sales funnels]] for the customer are listed here. | * **Opportunities:** All [[..:kapitel_2:2.01.16_basic_-_verkaufstrichter|sales funnels]] for the customer are listed here. | ||
| * **Key Figures:** | * **Key Figures:** | ||
| - | * **Estimated Order Value:** The estimated order value is determined taking into account the order probability. | + | * **Assumed Order Backlog:** The estimated order value is determined taking into account the order probability. |
| - | * **Order and Invoice Value:** Here the system lists the order value as the sum of all order confirmations and the invoice value as the sum of all completed invoices of all projects of the customer. | + | * **Order Backlog and Invoice Value:** Here the system lists the order value as the sum of all order confirmations and the invoice value as the sum of all completed invoices of all projects of the customer. |
| * **Meetings:** This field defines and notes meetings that have already been held with the customer. | * **Meetings:** This field defines and notes meetings that have already been held with the customer. | ||
| * **Actions:** This field lists all actions that concern the customer. | * **Actions:** This field lists all actions that concern the customer. | ||
| Line 56: | Line 55: | ||
| ===== Address & Communication ===== | ===== Address & Communication ===== | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.12-04.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.18.44.png|}} |
| * **Address & Communication:** | * **Address & Communication:** | ||
| Line 64: | Line 63: | ||
| * **e-mail Address, Web:** These fields indicate the customer's e-mail address and URL (Internet address). Clicking on the e-mail address opens the user's default e-mail program with the e-mail address entered and the link to the Web field opens the default browser with the corresponding URL. | * **e-mail Address, Web:** These fields indicate the customer's e-mail address and URL (Internet address). Clicking on the e-mail address opens the user's default e-mail program with the e-mail address entered and the link to the Web field opens the default browser with the corresponding URL. | ||
| | | ||
| - | * **other Addresses:** Additional addresses of the customer can be entered here. If the billing address/delivery address differs from the company address, this can be noted here. These addresses are managed in the [[..:kapitel_2:2.01.20_basic_-_adresse|address]] mask. | + | * **Additional Addresses:** Additional addresses of the customer can be entered here. If the billing address/delivery address differs from the company address, this can be noted here. These addresses are managed in the [[..:kapitel_2:2.01.20_basic_-_adresse|address]] mask. |
| - | ===== Finances ===== | + | ===== Financial Data ===== |
| - | {{:gui5:handbuch:kapitel_2:2.01.12-05.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.20.33.png|}} |
| - | * **Finanzbuchhaltung:** | + | * **Accounting:** |
| - | * **Debitoren-/Kreditorennummer:** Hier können für die Fibu-Schnittstelle die Debitorennummer (Kunden) und/oder Kreditorennummer (Lieferanten) hinterlegt werden. | + | * **Customer/Vendor Number:** The customer number (customer) and/or vendor number (vendor) can be stored here for the financial accounting interface. |
| | | ||
| - | * **Rechnungsdaten:** | + | * **Invoice Data:** |
| - | * **Umsatzsteuer:** In diesem Feld wird die Umsatzsteuer als Vorbelegung aus dem Auswahlmenü eingetragen. Standardmäßig ist dieses Feld mit dem Steuersatz desjenigen Landes vorbelegt, das in der Maske [[gui5:handbuch:kapitel_2:2.01.01_system_-_konfiguration|Konfiguration]] zugewiesen worden ist. Die Umsatzsteuer kann in der Maske [[gui5:handbuch:kapitel_2:2.01.08_key_-_umsatzsteuer|Umsatzsteuer]] definiert und geändert werden. Bei der Angebots- und Rechnungsstellung wird dieser Wert als Vorbelegung verwendet. | + | * **Value Added Tax:** In this field you enter the tax on sales/purchases as a default value from the selection menu. By default, this field is preset with the tax rate of the country that was assigned in the [[..:kapitel_2:2.01.01_system_-_konfiguration|configuration]] mask. The VAT can be defined and changed in the [[..:kapitel_2:2.01.08_key_-_umsatzsteuer|sales tax]] mask. This value is used as default for offers and invoices. |
| - | * **Umsatzsteuer-ID und Steuernummer:** Hier können die Umsatzsteuer-ID und Steuernummer (relevant für die Rechnungsstellung) hinterlegt werden. | + | * **VAT ID and Tax Number:** The VAT ID and tax number (relevant for invoicing) can be defined here. |
| - | * **Zahlungsmodalitäten, Zahlungsziel:** Diese Felder kennzeichnet das Zahlungsziel und die Zahlungsmodalitäten des Kunden. | + | * **Payment Terms and Payment Target:** These fields indicate the payment target and the payment terms of the customer. |
| - | * **Skonto:** In diesem Feld kann vermerkt werden, ob es einen Preisnachlass gibt, wenn der Kunde sofort bezahlt. | + | * **Cash Discount:** In this field you can indicate whether there is a discount if the customer pays immediately. |
| - | * **Rabatt:** In diesem Feld kann ein Rabatt eingetragen werden. | + | * **Discount:** A discount can be entered in this field. |
| - | * **Eigene Lieferanten-Nr.:** Hier kann die eigene Lieferantennummer beim definierten Kunden angegeben werden. Diese Nummer kann beim Erzeugen der Rechnungsnummern verwendet werden. | + | * **Own Supplier Number:** Here you can enter the own supplier no. of the defined customer. This number can be used when creating the invoice numbers. |
| - | * **Währung:** Dieses Feld kennzeichnet die generelle Kundenwährung. Diese Währung gilt standardmäßig für alle Projekte für diesen Kunden. Sie kann aber von der Projektwährung außer Kraft gesetzt werden. Die Währungen können in der Maske [[gui5:handbuch:kapitel_2:2.01.06_key_-_waehrung|Währung]] definiert und geändert werden. | + | * **Currency:** This field indicates the general customer currency. By default, this currency applies to all projects for this customer. However, it can be overridden by the project currency. Currencies can be defined and changed in the [[..:kapitel_2:2.01.06_key_-_waehrung|currency]] mask. |
| - | * **Externer Stundensatz:** Dieses Feld definiert den Betrag, der dem Kunden gewöhnlich für eine Stunde Projektarbeit berechnet wird. Dieser Betrag ist nur relevant bei Festpreisprojekten oder bei Rahmenverträgen und kann durch einen projektbezogenen Stundensatz überschrieben werden. Der Projektstundensatz wird in der Maske [[gui5:handbuch:kapitel_2:2.02.02_projekt|Projekt]] festgelegt; tätigkeitsbezogene Stundensätze können in der Maske [[gui5:handbuch:kapitel_2:2.01.23_basic_-_taetigkeit|Tätigkeit]] definiert werden (siehe auch [[gui5:handbuch:kapitel_a:glossar#Preisfindung|Preisfindung]]). | + | * **External Hourly Rate:** This field defines the amount usually charged to the customer for one hour of project work. This amount is only relevant for fixed price projects or for outline agreements and can be overwritten by a project-related hourly rate. The project hourly rate is defined in the [[..:kapitel_2:2.02.02_projekt|project]] mask; task-related hourly rates can be defined in the [[..:kapitel_2:2.01.23_basic_-_taetigkeit|task]] mask (see also [[..:kapitel_a:glossar#Preisfindung|pricing]]). |
| | | ||
| - | * **Konteninformation:** | + | * **Account Data:** |
| - | * **Bankverbindung (Kontonummer, BLZ, Name der Bank, IBAN, BIC):** Diese Felder kennzeichnen die Bankverbindung des Kunden. | + | * **Bank Details (Account Number, Bank Code, Name of Bank, IBAN, BIC):** These fields indicate the customer's bank details. |
| - | ===== Miscellaneous ===== | + | ===== Misc ===== |
| - | {{:gui5:handbuch:kapitel_2:2.01.12-06.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.20.54.png|}} |
| - | {{:gui5:handbuch:kapitel_2:konta9.png|}} | + | |
| - | * **Kundenbudgets:** Hier können Kundenbudgets bspw. für Rahmenaufträge (wie oben im Beispiel) hinterlegt werden | + | * **Customer Budgets:** Here you can store customer budgets, for example for blanket orders (as in the example above). |
| - | * **Lieferantenbewertung:** Hier können Lieferantenbewertungen für den Kontakt hinterlegt werden. | + | * **Supplier Evaluations:** Here you can store supplier ratings for the contact. |
| | | ||
| - | * **technische Einstellungen & Details:** | + | * **Tickets:** |
| - | * **Nummer:** Dies ist eine automatisch generierte Nummer, welche den Kontakt eindeutig im System identifiziert. | + | * **Send Mail at Status Change in Ticket:** Here you can select whether the customer should be informed by e-mail when the ticket status changes. |
| - | * **Senden einer E-Mail bei Statuswechsel Ticket:** Hier kann markiert werden, ob bei einem Ticketstatuswechsel der Kunde per E-Mail informiert werden soll. | + | * **Email Address when tickets state change:** Here you can specify the e-mail to which the notification should be sent. |
| - | * **E-Mail bei Statuswechsel Ticket:** An dieser Stelle wird die E-Mail hinterlegt, an die die Benachrichtigung gesendet werden soll. | + | * **Target Ticket State:** Part of the optional ticket system. |
| - | * **Zielstatus Änderungsantrag:** Bestandteil des optionalen Ticketsystems. | + | |
| + | * **Logo:** At this point a company logo can be uploaded for this contact. | ||
| ===== Actions===== | ===== Actions===== | ||
| - | Der Dokumenttyp beinhaltet folgende Aktionen | + | This document class contains the following actions: |
| - | * **Kundenbeschreibung:** Mit Hilfe dieser Aktion können alle definierten Mitarbeiter mit ihrer Anschrift und Aktionen angezeigt werden. | + | * **Customer Description:** With the help of this action all defined employees can be displayed with their address and actions. |
| - | * **Kundenweise Mitarbeitersätze anlegen:** Mit Hilfe dieser Aktion können die kundenbezogenen Mitarbeitersätze definiert werden. | + | * **Create customer-specific Employee Records:** This action can be used to define the customer-related employee records. |
| - | * **Kundenweise Mitarbeitersätze anzeigen:** Mit Hilfe dieser Aktion werden alle definierten kundenweisen Mitarbeitersätze angezeigt. | + | * **Display customer-specific Employee Records:** With the help of this action, all defined customer-related employee records are displayed. |
| - | * **Kundenweise Ressourcen anlegen:** Mit Hilfe dieser Aktion werden die Ressourcen kundenbezogen definiert. | + | * **Create customer-specific Resources:** This action is used to define the resources on a customer basis. |
| - | * **Kundenweise Ressourcen anzeigen:** Mit Hilfe dieser Aktion können alle definierten kundenweisen Ressourcen angezeigt werden. | + | * **Display Resources by Customer:** This action displays all defined customer-specific resources. |
| - | * **Kundenweise Tätigkeiten anlegen:** Mit Hilfe dieser Aktion können Preistabellen für die Tätigkeiten kundenbezogen definiert werden (siehe auch [[gui5:handbuch:kapitel_a:glossar#Preisfindung|Preisfindung]]). | + | * **Create customer-specific Activities:**With the help of this action, price tables for the activities can be defined customer-related (see also [[..:kapitel_a:glossar#Preisfindung|pricing]]). |
| - | * **Kundenweise Tätigkeiten anzeigen:** Mit Hilfe dieser Aktion werden alle definierten kundenweisen Tätigkeiten angezeigt. | + | * **Display Activities by Customer:** With the help of this action, all defined customer-specific activities can be displayed. |
| - | * **Ticket aus dem Kunden erzeugen:** Mit Hilfe dieser Aktion können Tickets mit der entsprechenden Kundenbeschreibung aus dem Kunden heraus erzeugt werden. | + | * **Create Ticket from Customer:** This action can be used to create tickets with the corresponding customer description from within the customer. |
en/gui5/handbuch/kapitel_2/2.01.13_basic_-_kontakt.1581069386.txt.gz · Last modified: 2020/02/07 10:56 by peter
