CNG TY C PHN CNG NGH TRUYN THNG DTS

Ti liu hng dn s dng h thng ERP

DTS

Table of Contents
PHN I .Gii thiu v h thng WebERP.......................................................................................... 5
I.Gii thiu chung v h thng WebERP ........................................................................................ 5
II . Chi tit v cc module trong h thng ERP ............................................................................... 6
PHN II.HNG DN NG NHP VO H THNG............................................................... 9
I.NG NHP H THNG ......................................................................................................... 9
Phn III . Nhng d liu cn thit cho ERP ...................................................................................... 11
I.Cu trc cng ty v h thng ngi dng trong cng ty.............................................................. 11
II Dng phc v vic giao dch v bn l . .............................................................................. 11
1. Thm danh sch sn phm : ................................................................................................. 11
2. Thm danh sch cung ng vo danh sch a ch cc cng ty ............................................... 11
3. Thm danh sch khch hng vo danh sch a ch cc cng ty............................................ 11
4. Inventory (Hng trong kho ) ................................................................................................. 11
5. Cho php mua hng ............................................................................................................. 11
6.Cho php approver cc sale order......................................................................................... 12
7. Ch nh khch hng cho cc sales man ............................................................................... 12
8.Nhp gi bn cho sn phm .................................................................................................. 12
III .S dng cc d n .................................................................................................................. 12
Phn IV .Hng dn c th .............................................................................................................. 13
1.Nhp thng tin, s t chc cng ty: ...................................................................................... 13
2.To ngi dng: ....................................................................................................................... 18
3.Phn quyn: .............................................................................................................................. 20
4.Nhp sn phm: ........................................................................................................................ 21
Sn phm c phn theo ngnh hng, loi, nhm: ................................................................. 21
Danh sch ngnh hng: ............................................................................................................ 21
Danh sch loi hng: ................................................................................................................ 22
Danh sch nhm hng: ............................................................................................................. 23
Danh sch sn phm ................................................................................................................ 24
Nhp gi bn cho sn phm:..................................................................................................... 26
Danh sch nh cung cp ........................................................................................................... 28
Danh sch khch hng ............................................................................................................. 29
Danh sch ngi lin h ........................................................................................................... 30
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Phn V.S DNG CC TNH NNG C BN ............................................................................ 32
Cc bi ton thc t: .................................................................................................................... 32
a.

Mua hng ni a ............................................................................................................. 32

b.

Mua hng t nc ngoi ................................................................................................... 32

c.

Bn hng POS: ................................................................................................................. 32

d.

Bn hng: ......................................................................................................................... 32

e.

Qun l d n:.................................................................................................................. 32

f.

Tng tc cng vic: ........................................................................................................ 32

Qu trnh thc hin ...................................................................................................................... 33

Mua hng ni a ..................................................................................................................... 33
Mua hng t nc ngoi(nhp khu) ........................................................................................ 37
Bn hng POS: ........................................................................................................................ 50
Bn hng B to B : .................................................................................................................... 55
Qun l d n: ............................................................................................................................. 67
Hng dn s dng module project.............................................................................................. 67
Bc 1 : To quyn access vo module projec .................................................................... 68
Bc 2 : Thm quyn cho module filing .................................................................................. 69
Bc 3 .Thm quyn cho module BOQ .................................................................................... 70
Cch tin hnh to 1 d n .......................................................................................................... 70
Quy trnh lm 1 d n. ................................................................................................................. 75
CCH THC HIN ................................................................................................................... 77
Bc 1 : Add tt c cc item trc .......................................................................................... 77
Bc 2 : Add cc structure ri cn cc item tng ng vi tng structure ................................ 78
Bc 3: Thm chi ph vo BOQ ............................................................................................... 81
Bc 4: Chn cost ca nh cung cp ........................................................................................ 82
Bc 5: Nhp gi bn cho khch hng ..................................................................................... 84
Bc 6 : Lm Quotation .......................................................................................................... 85
Bc 7: To thnh mt hp ng giao cho khch hng : ...................................................... 87
Phn VI . Cc module h tr............................................................................................................ 90
1.Calendar.................................................................................................................................. 90
2.Module Filing .......................................................................................................................... 92
3.Module news ............................................................................................................................ 97
4.Times sheets ............................................................................................................................ 98
5.Task ....................................................................................................................................... 100
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7.Logs ....................................................................................................................................... 104
8. Send page by email .............................................................................................................. 105

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PHN I .Gii thiu v h thng WebERP

I.Gii thiu chung v h thng WebERP
Theo nh CEO ca Google ni : Cloud computing is the future . Cng ngh in ton m my s l tng lai ca th gii. Vi t cch l
mt cng ty dch v truyn thng , chng ti rt t ha v s mang n cho Vit Nam 1 cng ngh mi , 1 dch v mi . Dch v WebERP .
i vi 1 cng ty ti Vit Nam , trong qu trnh hi nhp pht trin v tn ti chc hn nhng v gim c khng khi au u xy dng 1
h thng thng tin qun l trong doanh nghip mnh l do : Lm nh th no l ph hp , chi ph bao nhiu l , cn mua nhng thit b g ?
v sau l mt s tin khng nh c mt h thng thng tin qun l cho cng ty mnh .
TI SAO CHNG TA PHI SUY NGH KHI C DCH V WEBERP?
VI WEBERP , ban c c 1 h thng qun tr doanh nghip vi 1 mc u t rt thp so vi thu mt nhn vin lp trnh v ti cng ty bn
v xy dng 1 h thng ERP ln n vi chc ngn thm ch vi trm ngn , vi triu . Khng cn phi tn chi ph mua hardware ,
software , khng cn phi thit lp , chi cn c trnh duyt web l
H thng ERP dnh cho doanh nghip da trn nn tng cng ngh cloud computing do bt c u v bt k thi gian no bn cng c th
lm vic , nm bt thi c v tn dng thi gian ca mnh mt cch tt nht
Bng bt c 1 cng c no c th kt ni vo Internet l bn c th s dng c ngay dch v ny ca chng ti . Bn c th s dng my
tnh bn, laptop, netbook, tablet , hay thm ch l chic in thoi di ng ca bn, bn vn c th lm vic nh bnh thng m khng cn
phi ci 1 phn mm no khc .

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II . Chi tit v cc module trong h thng ERP

H thng ERP c khong hn 800 chc nng phc v cho cc cng vic cc hot ng sn xut kinh doanh v c bit c th chnh sa
ph hp vi mc ch s dng ca doanh nghip
Sau y , chng ti mun gii thiu 1 s tnh nng chnh ca h thng ERP :
-

Phc v cho vic qun l cc hot ng sn xut kinh doanh ca doanh nghip.
Phc v cho vic qun l cc mi quan h kinh doanh ca doanh nghip.
Phc v cho vic qun l con ngi trong doanh nghip.
Phc v cho vic qun l d n.
Phc v cho cc hot ng h tr ( bo co , lu tr ti liu ).

1.Hot ng sn xut kinh doanh c cc module c lin quan sau:

-

Product : Qun l sn phm-cc loi sn phm khc nhau

Inventory : Qun l kho -cc hot ng xut nhp kho, hng tn kho
Purchase : Mua hng-lu tr cc thng tin lin quan n vic mua hng ha , dch v ca cng ty , gip theo di qu trnh mua hng ).
Sales va POS: Bn hng -phc v vic bn hng ha dch v ca cng ty bao gm c bn hng B to B v B to C.
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Production :Sn xut -phc v vic lp k hoch theo di qu trnh sn xut , module ny s c chnh sa phc v vi tng loi
hnh sn xut v phng thc sn xut ca cng ty.
Accounting : K ton-gip doanh nghip ghi nhn li cc hot ng pht sinh trong qu trnh sn xut kinh doanh ca mnh ng thi
tnh c doanh thu li l ca qu trnh kinh doanh ) .

2.Qun l cc mi quan h trong kinh doanh , h thng c cung cp cc module sau :

-

Customers : Qun l cc khch hng

Supplier : Qun l cc nh cung cp
Contact :cc lin lc
Companies : Cc cng ty
Location : a im
Chc nng qun l chm sc khch hng bng cch nhn v gi email ra bn ngoi h thng

3.Qun l con ngi trong cng ty :

-

Org chart : s t chc cng ty cc phng ban , b phn c th

Users : to cc users mi login vo s dng h thng
Personnel : thng tin c nhn
Access : phn quyn s dng h thng cho nhn vin
ttendence : ngy l, ngy ngh, chm cng , xin ngh php ca trc, gi lm vic ca nhn vin
Circulation : Group cc nhn vin thuc vo cc phng ban

4.Qun l d n :
C 1 module ring v d n tch hp nhng chc nng cn thit qun l 1 d n bao gm :
-

BOQ : bill of quantity

Filing : h thng h s
Drawing : Bn v
Task: Giao cng vic
Photos: Hnh nh lin quan
Notes : Ch
Calendar : Lch
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Cp nht cc qu trnh d n , cc gi cng vic , s gantt , tnh chi ph , tnh gi bn cho khch hng qua c th tnh c li v l ca d
n v tin trnh thc hin cng vic ca mnh.
5.Qun l cc hot ng h tr
-

Filing : h s
Notes: ch
Inbox : Hp th
News : Tin tc
IT
Task assignment : giao cng vic
Calendar : lch
Timesheet : thi gian
Form : lm cc form mu

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PHN II.HNG DN NG NHP VO H THNG.

I.NG NHP H THNG
1) Bc 1:
M trnh duyt web c th l Firefox , Internet Explorer, Google Chrome.
2) Bc 2:
Nhp a ch trang web trn
thanh a ch ca trnh
duyt:http://weberp.vn

3) Bc 3:

Username: netsoft
Password: netsoft

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a) Nhp username v password:

Username: netsoft
Password: netsoft
(Ti khon ng nhp ny c dng cho tt c
mi ngi trong cng ty).

4) Bc 4:

b) Nhp username v password:

c) (Mc nh username v password
l: tn + . + h)
d) V d: Bn Phan Quc Tho s
ng nhp vi:
Username : thao.phan
Password: thao.phan
(Sau khi ng nhp ln u bn nn i
li password)

5) Bc 5:
a) Nhn chut vo nt Login hon tt vic ng nhp
b) Giao din chnh s m ra nh hnh di:

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Phn III . Nhng d liu cn thit cho ERP

Trc khi login vo s dng h thng ERP , bn cn nhp nhng d liu c bn nh di y
I.Cu trc cng ty v h thng ngi dng trong cng ty
a. Cu trc cng ty
Main menu/+setup/+orgchart/+ edit company information
b. H thng ngi dng
Main menu/+setup/+users/+add users
II Dng phc v vic giao dch v bn l .
1. Thm danh sch sn phm :
Main Menu/+Inventory+/Products/Computer/desktop/CPU/Product Add (c th s dng
Migration tool di dng file excel)
2. Thm danh sch cung ng vo danh sch a ch cc cng ty
Main Menu/+Office+/Companies/Add Company/
Chn Supplier cho trong phn category(c th s dng Migration tool di dng file excel)
3. Thm danh sch khch hng vo danh sch a ch cc cng ty
Main Menu/+Office+/Companies/Add Company/
chn Customer trong Category field(c th s dng Migration tool di dng file excel)
hoc Main Menu/+Sales+/Sales Contact/Add a Customer
4. Inventory (Hng trong kho )
Khi bn to cng ty , trong kho hng ca bn khng c sn phm no ,bn cn phi thm s
lng cho mi sn phm
Bng cch s dng :
a.To mt Quick Purchase
Main Menu/+Purchase+/Purchase - Direct/Add Purchase Direct
b. To mt quy trnh mua hng hon chnh Purchase
Main Menu/+Purchase+/Purchase - List/desktop (1)/Add Purchase/Import
( Purchaser Requisition>Purchase >Authorization>Purchase Order>Shipments>Shipment
Arrival
Notice>Receiving>Stock Check-In )
c. Thm sn phm bng cch th cng bng s dng cng c Check In/Out
Main Menu/+Inventory+/Stock Check In/Out/Receive Stock
5. Cho php mua hng
Thm users vo nhm nhng ngi c php mua hng
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Main Menu/+Purchase+/Purchase - Authorization

6.Cho php approver cc sale order
Main Menu/+Setup/+Access/+ module sales order /+ sales order-approve
7. Ch nh khch hng cho cc sales man
Main Menu/+Sales /+ sales customer assignment
8.Nhp gi bn cho sn phm
Main Menu/+Sales+/Sales Prices/
III .S dng cc d n
1. Add Projects Thm d n : Main Menu/Projects/Add
2. Vo phn setup , nh du nhng phn thit nh :

Create project folder to filing module

Create project folder to calendar module
Email notification of automatic filing activity
3. Vo phn members :

Chn nhng users vo nh thnh vin d n v ch c nhng thnh vin ca d n mi c

tht thy thng tin v h s ca d n
4. n vo update

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Phn IV .Hng dn c th
1.Nhp thng tin, s t chc cng ty:

1.1 Cc bc vo trang chc

nng:
T menu bn tri, chn
Office Orgchart. Nh
hnh bn di.
Cun trang web xung di
cng v click v link Edit
company information nh
hnh di.

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Form mi m ra
nh hnh di
chnh sa thng
tin v s t
chc ca cng ty.

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in y thng tin vo form trn v click vo nt Update cp nht

thng tin.

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to cu trc
cc b phn,
phng ban trong
cng ty, click vo
link Division
list trong mc
Orgnization
hnh trn. Form
mi m ra nh
hnh di.

Form danh
sch cc b
phn s m ra
nh hnh di.

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Chn tn b
phn
xem danh
sch nhm
thuc b
phn

Chn nhm thm cc

nhm nh hn

C tip tc nhu vy ta to nn cu trc cng ty hon chnh

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2.To ngi dng:

Page 18 of 107

T menu bn tri chn

Setup User, s hin
mn hnh cha danh sch
nhn vin.
Click vo ID ca User
chnh sa.
Click vo Login ID
xem chi tit v nhn vin

Click Add thm nhn

vin mi.

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Nhp thng tin y cho user

v click Confirm.
Lu : cn nhp email ca
nhn vin phc v cho vic
send email vo h thng ERP

Click Confirm
xc nhn li ln na

3.Phn quyn:

Page 20 of 107

Sau khi to nhn vin, by gi ta gn quyn

cho user va mi to
H thng phn quyn chnh gm 2 loi:
1) Trn form: cho php user c thy form
no.
2) Chc nng trn form: xem danh sch, thm,
xa, sa.
3) Cc bc phn quyn cho user:
4) T menu bn tri chn Setup Access
nh hnh sau
Sau khi chn cc chc nng ri click OK
hon tt vic phn quyn.

4.Nhp sn phm:
Sn phm c phn theo ngnh hng, loi, nhm:
Danh sch ngnh hng:

Page 21 of 107

T menu bn tri chn

Inventory
Products, mn hnh
di hin ra.

Click vo
link
Products
xem danh
sch ngnh
hang
Click vo tn
ngnh hng
xem,

Danh sch loi hng:

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Click vo
tn nhm
hng
xem danh
sch nhm
hng
Click Add
Product
type
thm loi
hng

Danh sch nhm hng:

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Click vo tn nhm hng

thy danh sch sn phm thuc
nhm hng ny.
Click Add Product Category
thm nhm hng.

Danh sch sn phm

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Click vo M sn
phm chnh
sa(Edit) sn phm
Click vo tn sn
phm xem chi
tit v sn phn
Click Product
Add thm sn
phm mi

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in y
thng tin v
click Add
thm sn phm.

Nhp gi bn cho sn phm:

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Cc bc nhp gi cho sn
phm: t menu bn tri chn
Inventory Products
Prices nh hnh di
Click vo Prices nhp gi

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Ch n ngnh hng , lo i, nhm ,d ch

v v click nt search tm s n
ph m m i c p nh t gi
Tren form , ta c th a ra cc lo i
gi , ch n gi no l gi chnh th c ,
gi no l gi khuy n mi

Danh sch nh cung cp

Cc bc thm nh
cung cp:
T menu bn trn chn
Office
Companies,
xem danh sch nh
cung cp nh hnh
di
Click Add company
thm nh cung cp
mi.

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Nhp y
thng tin v ch
chn Category
l SUPPLIER.
Click Submit
thm mi nh
cung cp.

Danh sch khch hng

Tng t nh thm nh cung cp ch khc ch thay v chn Category l
SUPPLIER ta chn l CUSTOMER

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Danh sch ngi lin h

Cc bc thm, chn Office Contacts

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Click Add contact

thm mi ngi
lin h:

Page 31 of 107

in y
thng
tin v chn
ngi lin
h thuc
cng ty no
nh hnh
trn.

Phn V.S DNG CC TNH NNG C BN

Cc bi ton thc t:
a. Mua hng ni a
1. Tnh hung: cng ty mun mua hng trong nc s dng, hoc bn li.
2. Trng hp ny n gin l to yu cu mua hng, khng cn phi qua cc bc ch xc nhn, vn chuyn,
nhp kho
b. Mua hng t nc ngoi
1. Tnh hung: cng ty mua hng t nc ngoi v.
2. Trong trng hp ny ta to yu cu mua hng, ch xc nhn, cc bc vn chuyn, nhp kho
c. Bn hng POS:
1. Tnh hung: cng ty bn l sn phm v ch tr tn kho.
d. Bn hng:
1. Tnh hung: cng ty bn sn phm c lin quan n giao nhn, ha n
e. Qun l d n:
f. Tng tc cng vic:
1. Tin tc
2. Task
3. Lch lm vic
4.

Page 32 of 107

Qu trnh thc hin

Mua hng ni a

Page 33 of 107

Cc bc thc
hin: chn
Purchase
Purchase
Click Add Local
Purchase, mn
hnh sau s hin ra

Click vo
Product
Search
chn sn phm
cn bn:

Chn ngnh
hng, loi
hng, nhm
hng cn bn
v click vo
nt Search
tm sn
phm cn bn.

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Chn sn phm bn
v click OK

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Nh p tn nh cung c p
Nh p s l ng
Nh p n gi bn c a nh
cung c p
n complete hon t t

Mua hng t nc ngoi(nhp khu)

Page 37 of 107

Cc bc thc hin:
chn Purchase
Purchase
Click Add Import
Purchase, mn hnh
sau s hin ra

Page 38 of 107

Click vo Product
Search chn sn
phm cn bn:

Chn ngnh hng, loi

hng, nhm hng cn
bn v click vo nt
Search tm sn
phm cn bn.

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Chn sn phm
bn v click OK

Clic Click Request For

Approval gi yu cu
mua hng ti ngi duyt.

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Lc ny ngi c phn
quyn duyt yu cu mua hng
khi ng nhp vo h thng s
nhn c 1 email thng bo c
1 yu cu mua hng ang ch
duyt.

Page 42 of 107

Click vo yu cu xem chi tit

Click Aprove duyt yu cu mua
hng.
Sau khi yu cu mua hng c
duyt th b phn giao nhn s to v
theo di qu trnh giao nhn hng t nh
cung cp.
- To Shipping theo di vic giao
nhn.

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Chn m ca
yu cu mua
hng.

Click Add
Shipment

Click Shipping
to ra 1 qu trnh
giao nhn.

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Sau khi nh cung cp gi hng ti , th

ngi chu trach nhim v giao nhn s
thng bo cho b phn nhn hng bng vic
gi thng bo hng n nh form sau
Click Send Arrival Notice thng bo
hng v. Mt email s c gi ti
ngi ph trch nhn hng

Click vo email thng

bo

Click Receiving
xc nhn nhn hng,
mn hnh sau s hin ra

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n vo Check in

Page 48 of 107

n vo add
transaction
ti n hnh nh
hng v kho
Sau add
transaction

Sau khi check in hon t t , n close shipment

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Bn hng POS:
Thm a im t shop bn hng Main menu/+setup/+location

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Cc bc thc
hin: t menu bn
tri chn Sales
POS
chn v tr bn
nh hnh di.

Click Select
vo trang bn
hng cho
Location
chn trn.

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Click vo link
Sales

Click vo add transaction

bn hng

n m v ch ho c dng my
c , ho c c th search s n
ph m

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Chn ngnh hng, loi hng,

nhm hng. Chn List All
Location.
Click Search lc ra danh
sch sm phm.
Check sn phm cn bn v
click Add Item.

Nh p s l ng v click next d
ti p t c

Click Done hon tt

vic bn hng v in ra ha
n.

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Bn hng B to B :

Page 55 of 107

Cc bc thc
hin: t menu bn
tri chn Sales
Sales Order.

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Click add sales order

in y thng tin v
click Select Product
chn sn phm cn bn.

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Chn ngnh hng, loi hng,

nhm hng. Click Search
lc sn phm.

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Click chn sn
phm v click
OK quay v
nm hnh bn
hng.

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Nhp s lng v click Save

Sales Order
Lc ny trng thi ca
Sale Order l ang ch
duyt bi mt ngi
phn quyn.
ng nhp vi ti khon c
ngi duyt n bn hng:

Page 60 of 107

Trong inbox s c 1 thng

bo duy t n bn hng

Click chn thng bo

m form.

Click Approve xc nh
vic bn hng.
Lc ny Sale Order
ang trng thi
duyt.
Khi vic bn hng ph
thc hin vic chuy
hng cho khch hng th
ta thm qu trnh giao
hng theo di.
To qu trnh giao hng:

T menu bn tri chn

Sales Sales Delivery
Order.
Click Add Delivery Order

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Chn m s Sale Order. Click

Select Product Lot chn sn
phm cn i giao.

Nhp s lng v
click Select.

Click Save Delivery Order

hon tt vic to giao hng

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T menu bn tri chn

Sales Sales
Invoice, nh hnh di

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Click Issue Invoice.

Chn m s Sales
Order, ta s thy c
lnh giao hng ca
Sales Order ny.
Click Issue Invoice.
Sau ta c th xem l
v in ra ha n.

To ra bin nhn tin

thanh ton ca khch hng
T menu bn tri chn
Sales Sales Receipt
nh hnh sau
Click Receipt entry.

Chn Receipt for invoice.

Click Next

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Nhp y thng tin vo

form trn v chn m ha
n mun to bin nhn.
Click Save hon tt.

Qun l d n:
Module ny cho php ta to ra d n mi cng cc thnh phn nhm h tr d n:

Cc thnh phn
Photos: gm cc hnh nh lin quan n d n.
Filing: cha cc ti liu lin quan n d n
Tasks: giao, nhn cng vic.
Calendar: Lch lm vic
Notes: Cc thng bo lin quan n d n.
Contacts: Danh sch nhng ngi cn lin h trong d n

Hng dn s dng module project

Bc u tin phn quyn
Gn tt c cc quyn cn thit trong module project cho nhn vin mnh bao gm cc quyn trong module filing , cc quyn trong task , cc
quyn trong calendar , cc quyn trong BOQ , cc quyn trong , project
V d v phn quyn cho chc nng project :
To 1 user c tn l project staff (intranet) hon ton cha phn quyn . khi n vo module project s hin ra nh sau :

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Bc 1 : To quyn access vo module projec

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Main menu-> setup> access-> project r i

g n quy n.

Lc ny , user
project staff c
th access vo
module project:

Bc 2 : Thm quyn cho module filing

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Main menu-> setup->

access-> filg r i g n quy n.

Nh vy l c th access
vo filing

Bc 3 .Thm quyn cho module BOQ

Main menu-> setup-> access-> BOQ

r i g n quy n.

Nh vy l c th access vo
BOQ v lm vic
i vi cc nhn vin qun l c
th thm chc nng delete hoc
thm cho cc nhn vin qun l d
n nu thy cn thit

Cch tin hnh to 1 d n

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Main menu->projcct->add
S hi n ra f m d oi y

S ca d n ( cn lu
phn bit cc d
n vi nhau)

H thng t to

Tn d n

Miu t d n
Ngy lp d n
Ngi chu trch
nhim ca d n
Tnh trng hin
ti ca h
thng

To 1 folder d n
trong module lch

Dng to nhn
email gi vo d n

Nhng ngi tham

gia d n

Projce

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Main menu-> project -> click vo

tn d n-> project menu ->
BOQ

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Tn khch hng

Nhp cc thng tin c n

thit

File nh
km nu c

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Quy trnh lm 1 d n.
Item y l cc WBS ca d n m chng ta c th tnh gi ca cc WBS .
Structure : l cc bc thc hin d n . 1 d n ta c th chia nh ra tng phn khc nhau
d dng cho vic tnh gi d n
VD:
1. Xy chung c (structure)
1.1 . Lm h s d thu(structure)
1.1.1 . Mua h s d thu (WBS=item)
1.1.2 . Tuyn lut s t vn(WBS=item)
1.1.3 . Tnh ton d n (structure)
1.1.3.1 Tnh chi ph d n (WBS=item)
1.1.3.2 Tnh li ch t d n(WBS=item)
1.2 . Lm bn v k thut (structure)
1.2.1 La chn cng ty kin trc(WBS=item)
1.2.2 u gi cng ty thit k(WBS=item)
1.2.3 Chn cng ty thit k(WBS=item)
1.3 .Tuyn nhn cng(structure)
1.3.1 Qung co tuyn dng (WBS=item)
1.3.2 Phng vn tuyn i gim st
1.3.2.1 Phng vn ming(WBS=item)
1.3.2.2 Thc hnh(WBS=item)
1.3.2.3 Kin thc chuyn ngnh(WBS=item)

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Case menu

Main menu -> project project menu->

case menu

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CCH THC HIN

Bc 1 : Add tt c cc item trc

Case menu ->

item-> add item
Nh p cc s li u
c n thi t vo

Kt qu sau khi
add item

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Bc 2 : Add cc structure ri cn cc item tng ng vi tng structure

Add structure

Case menu-> structure

K t qu sau khi add structure

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Danh sch cc item c n add vo trong

structure

a item vo trong structure

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Kt qu sau khi add

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Bc 3: Thm chi ph vo BOQ

Case menu-> input cost

Kt qu sau khi
input cost

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Bc 4: Chn cost ca nh cung cp

Case menu-> cost -> cost comparison and selection

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Kt qu sau khi chn

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Ch n cost
Save select cost

Bc 5: Nhp gi bn cho khch hng

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Case menu->price
Nh p gi bn cho khch
hng
Save item price

Bc 6 : Lm Quotation

Sau khi nhp ht s

liu n vo add
quotation

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K t qu sau khi add qutatin

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Bc 7: To thnh mt hp ng giao cho khch hng :

Main menu->
project-> BOQQuotation
n vo create
contract

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in cc thng tin
cn thit vo, sau
n create
contract => hon
thnh

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K t qu sau khi hon

thnh

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Phn VI . Cc module h tr
1.Calendar

Main menu->office->calendar>add

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Thm cc thng tin c n thi t

n save

`
2.Module Filing
Bc 1

Main menu-> office->filing

Click vo ch n t p tin

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`
Bc 2 Sau khi hon tt nhn upload

n upload ln h th ng

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`
Bc 3 : Kt qu sau khi upload

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Lm theo th t nh trong
hnh
Hon t t n send

`
Bc 4 : Sau khi n upload

Click vo tn ti li u xem chi ti t

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Bc 5 : Sau khi n vo Title ca ti liu

Xem chi ti t ti li u , s a ch a , download

ti li u v my

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`
3.Module news

n add thm tin

m i
n types xc nh
l ai thng tin

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Nh p cc thng tin
c n thi t .
Ch n ng oi c quy n
duy t
Sau n submit

`
4.Times sheets

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Main menu -> office > time sheet -> add

times sheet
C p nh t cc thng
tin c n thi t
n submit

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Main menu -> office time sheet -> monthly

report
Nh p gi ti n
K t thc

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5.Task

Main menu -> office -> task-> add task

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Lm theo cc b c nhu trn

hnh , cc b c 4-5 c th
qua
Sau n send

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`
6.Notes

Lm cc b
trn hnh

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c nh

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Thm title
Thm n i dung
n submit

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7.Logs

Main menu -> log

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8. Send page by email

Cc bc tin hnh
Bc 1 : Click vo send page by email s hin ra 1 bng

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`
Bc 2 : Sau khi n select s hin ra bng nh sau bao gm tt c email ca nhn vin cng ty:

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`
Bc 3 : Chn select v kt qu s nh sau

Bc 4 : Email s c chuyn ti hp th ca ngi nhn v h s click vo link , ng nhp vo

ERP xem thng tin m mnh gi.

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