{"id":4564,"date":"2021-11-08T14:11:27","date_gmt":"2021-11-08T14:11:27","guid":{"rendered":"https:\/\/katanasystem.sk\/?p=4564"},"modified":"2023-02-08T12:39:39","modified_gmt":"2023-02-08T12:39:39","slug":"akcie-nad-kontaktami-alebo-zautomatizujte-odosielanie-dokumentov-a-inych-notifikacii","status":"publish","type":"post","link":"https:\/\/katanasystem.sk\/en\/akcie-nad-kontaktami-alebo-zautomatizujte-odosielanie-dokumentov-a-inych-notifikacii\/","title":{"rendered":"Akcie nad kontaktami a automatiz\u00e1cia odosielania dokumentov z Katany"},"content":{"rendered":"<p>Mus\u00edte po predaji na fakt\u00faru ru\u010dne odosla\u0165 fakt\u00faru na mail z\u00e1kazn\u00edkovi? Chceli by ste o\u00a0prijat\u00ed objedn\u00e1vky automaticky upozorni\u0165 z\u00e1kazn\u00edka SMS spr\u00e1vou? Potrebujete o\u00a0zmene stavu objedn\u00e1vky odosla\u0165 upozornenie do extern\u00e9ho skladu? \u0160ikovn\u00e9 mo\u017enosti funkcie <strong>akcia nad kontaktom<\/strong> v\u00e1m umo\u017enia <span style=\"font-weight: normal !msorm;\"><strong>automatizova\u0165 komunik\u00e1ciu<\/strong><\/span><strong>,<\/strong> \u010di u\u017e intern\u00fa alebo extern\u00fa, <span style=\"font-weight: normal !msorm;\"><strong>od prijatia objedn\u00e1vky a\u017e po dodanie tovaru<\/strong><\/span> alebo slu\u017eby.<\/p>\n<p><strong>Akcia nad kontaktom<\/strong> <strong>je<\/strong> v\u00a0aplik\u00e1cii Katana <strong>automatizovan\u00fd proces<\/strong> (zv\u00e4\u010d\u0161a sa jedn\u00e1 o\u00a0odosielanie e-mailu alebo SMS spr\u00e1vy), ktor\u00fd sa vykon\u00e1 po tom \u010do pou\u017e\u00edvate\u013e v\u00a0aplik\u00e1cii sprav\u00ed vopred ur\u010den\u00fa akciu &#8211; napr\u00edklad vystavenie skladov\u00e9ho dokladu alebo fakt\u00fary. Jedn\u00e1 sa teda o\u00a0procesy ako\u00a0<strong> odoslanie fakt\u00fary na mail<\/strong> z\u00e1kazn\u00edkovi alebo <strong>SMS notifik\u00e1ciu o\u00a0zmene stavu objedn\u00e1vky.<\/strong><\/p>\n<p>Ka\u017ed\u00fd z\u00e1kazn\u00edk alebo <strong>obchodn\u00fd partner m\u00f4\u017ee ma\u0165 v\u00a0aplik\u00e1cii evidovan\u00fdch viacero kontaktov<\/strong>. Kontakty m\u00f4\u017eu by\u0165 r\u00f4znych typov \u2013 email, mobil, pevn\u00e1 linka alebo web. Ku ka\u017ed\u00e9mu typu je samozrejme mo\u017en\u00e9 priradi\u0165 viac ne\u017e jeden kontakt. Znamen\u00e1 to, \u017ee <strong>pre jedn\u00e9ho obchodn\u00e9ho partnera m\u00f4\u017eete ma\u0165 v\u00a0aplik\u00e1ci\u00ed zaevidovan\u00e9 r\u00f4zne emailov\u00e9 adresy<\/strong>. Napr\u00edklad emailov\u00fa adresu pre obchodne oddelenie, \u010fal\u0161iu pre sklad a\u00a0posledn\u00fa pre z\u00e1kazn\u00edcku podporu. Pre ka\u017ed\u00fa jednu z\u00a0t\u00fdchto adries m\u00f4\u017eete nastavi\u0165 jedine\u010dn\u00fa akciu, <strong>priradi\u0165\u00a0 akciu nad kontakt, ktor\u00e1 sa vykon\u00e1 napr\u00edklad pri<\/strong><\/p>\n<ul>\n<li>z\u00e1po\u010dte fakt\u00fary &#8211; automatick\u00e9 <strong>odoslanie fakt\u00fary na e-mail<\/strong><\/li>\n<li>realiz\u00e1cii objedn\u00e1vky (z\u00e1kazn\u00edckej) &#8211; <strong>SMS notifik\u00e1cia<\/strong> na telef\u00f3nne \u010d\u00edslo<\/li>\n<li>z\u00e1po\u010dte skladov\u00e9ho dokladu &#8211; <strong>automatick\u00e9 odosielanie dodacieho listu<\/strong> na e-mail<\/li>\n<li>vytvoren\u00ed objedn\u00e1vky pre dod\u00e1vate\u013ea \u2013 automatick\u00e9 odoslanie objedn\u00e1vky na e-mail<\/li>\n<\/ul>\n<p>Obsiahle mo\u017enosti akci\u00ed nad kontaktami tak pon\u00fakaj\u00fa \u0161irok\u00fa \u0161k\u00e1lu nastaven\u00ed pre automatick\u00e9 upozornenia, \u010di u\u017e odoslan\u00fdch z\u00e1kazn\u00edkovi alebo na \u00fa\u010dely internej komunik\u00e1cie. <strong>Akcie nad kontaktami n\u00e1jdu svoje vyu\u017eitie po\u010das cel\u00e9ho \u017eivotn\u00e9ho cyklu tovaru od n\u00e1kupu cez objedn\u00e1vku a\u017e po fakt\u00faru<\/strong>.<\/p>\n<p>Obsah odosielan\u00fdch spr\u00e1v, \u010di u\u017e e-mailov alebo SMS spr\u00e1v je toti\u017e mo\u017en\u00e9 upravova\u0165. Umo\u017e\u0148ujeme t\u00fdm jednoduch\u00e9 pou\u017eitie akcii nad kontaktami aj pre <strong>intern\u00e9\u00a0notifik\u00e1cie oh\u013eadom prebiehaj\u00facich z\u00e1kazk\u00e1ch<\/strong>. Okrem av\u00edza o\u00a0n\u00e1kupe z\u00e1kazn\u00edkovi na e-mailov\u00fa adresu, m\u00f4\u017ee aplik\u00e1cia automaticky odosla\u0165 aj\u00a0inform\u00e1ciu o\u00a0predaji, napr\u00edklad do extern\u00e9ho skladu, kde u\u017e m\u00f4\u017eu skladn\u00edci za\u010da\u0165 pripravova\u0165 tovar. <strong>Minimalizuje sa tak n\u00e1ro\u010dnos\u0165 predaja, \u010dasov\u00e1 strata alebo pr\u00edpadn\u00e1 chybovos\u0165 sp\u00f4soben\u00e1 \u013eudsk\u00fdm faktorom<\/strong>.<\/p>\n<p>Od av\u00edza o\u00a0n\u00e1kupe z\u00e1kazn\u00edkovi, SMS notifik\u00e1ci\u00e1ch o\u00a0stave objedn\u00e1vky. Odosielanie fakt\u00far a\u00a0dodac\u00edch listov na mail a\u017e po intern\u00e9 notifik\u00e1cie oh\u013eadom jednotliv\u00fdch pohyboch. V\u010faka akci\u00e1m nad kontaktami je <strong>v \u00a0aplik\u00e1cii Katana je mo\u017en\u00e9 zautomatizova\u0165 zna\u010dn\u00fa va\u0161ej \u010das\u0165 obchodnej komunik\u00e1cie.<\/strong><\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>Mus\u00edte po predaji na fakt\u00faru ru\u010dne odosla\u0165 fakt\u00faru na mail z\u00e1kazn\u00edkovi? Chceli by ste o\u00a0prijat\u00ed objedn\u00e1vky automaticky upozorni\u0165 z\u00e1kazn\u00edka SMS spr\u00e1vou? Potrebujete o\u00a0zmene stavu objedn\u00e1vky odosla\u0165 upozornenie do extern\u00e9ho skladu? \u0160ikovn\u00e9 mo\u017enosti funkcie akcia nad kontaktom v\u00e1m umo\u017enia automatizova\u0165 komunik\u00e1ciu, \u010di u\u017e intern\u00fa alebo extern\u00fa, od prijatia objedn\u00e1vky a\u017e po dodanie tovaru alebo slu\u017eby.<\/p>","protected":false},"author":4,"featured_media":2362,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[116],"tags":[159,145,174,176,177,152,175],"class_list":["post-4564","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-navody","tag-automatizacia","tag-ekonomicky-softver","tag-fakturacia","tag-notifikacia","tag-notifikacie","tag-online-ekonomicky-system","tag-optimalizacia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ 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