Charline Crugnola

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Recent activity by Charline Crugnola Recent activity Votes
  • How to follow the status of a sent sales contract

    In Winner Bizz, users can follow the status of the a sent sales contract.   Sales contract Go to Sales. Select Projects tab. Put a filter on the alternative related to the contract in the project ...

  • Winner Bizz 12.0e1 - What's New

    Summary GDPR BI connector - pilot phase New report - Incoming payments Third Party Integration Supplier order - via Web page or Web service Sign-On with OpenID Alternative JSON V2.0 - New fields ...

  • How to send a sales contract with an e-signature

    In Winner Bizz, users can send a sales contract with an e-signature. To do so, users must add an email address to the customer's contact details and have an e-signature set up. For more information...

  • BI scopes - After-sales (After-sales)

    Name of the table: BIAfterSales Field namesDescriptionPK_BIAfterSalesIDInternal unique referenceFK_BIAlternativeIDInternal unique referenceDateCreationDate of creation of the after salesAfterSalesC...

  • Winner Bizz 12.0d1 - What's New

    Summary Tradeplace New accountancy export - Quadra/CSV file Web page/service Help Centre   Tradeplace Tradeplace is B2B electronic marketplace for European retailers and manufacturers of househol...

  • BI scopes -Payments (Financial)

    Name of the table: BIPaymentsField namesDescriptionPK_BIPaymentIDInternal unique referenceFK_BIAlternativeIDInternal unique referenceDatePaymentDate of paymentAlternativeDateOrderDate of sending th...

  • Winner Bizz 12.0c1 - What's New

    Summary Better management of the reserve amount - Building project function Export of the analytical part - Cost accounting Export of customer invoices - VAT types Block functionalities when amend...

  • API key authentication

    During the creation of a customized step in the workflow, users can chose to connect to a Web service using the API key.     To do so, select Web service in the type configuration of the customize...

  • Export of cost accounting data

    In Winner Bizz, users can define booking codes in Financial > Financial settings > Accounting settings. Users can also add booking code for cost accounting at the company, customer or alternative l...

  • BI scopes - Invoices (Financial)

    Name of the table: BIInvoicesField namesDescriptionPK_BICustomerInvoiceIDInternal unique referenceFK_BICompanyIDInternal unique referenceFK_BIAlternativeIDInternal unique referenceDateInvoiceInvoic...