{"id":9768,"date":"2023-02-06T08:00:00","date_gmt":"2023-02-06T07:00:00","guid":{"rendered":"https:\/\/money.cz\/novinky-a-tipy\/?p=9768"},"modified":"2024-04-17T10:30:06","modified_gmt":"2024-04-17T08:30:06","slug":"dulezitost-evidence-zakazniku-a-obchodnich-pripadu","status":"publish","type":"post","link":"https:\/\/money.cz\/novinky-a-tipy\/podnikani\/dulezitost-evidence-zakazniku-a-obchodnich-pripadu\/","title":{"rendered":"N\u00e1vod: Jak na evidenci z\u00e1kazn\u00edk\u016f a obchodn\u00edch p\u0159\u00edpad\u016f"},"content":{"rendered":"<p>Abyste tuto situaci nemuseli slo\u017eit\u011b \u0159e\u0161it, dbejte na <strong>pr\u016fb\u011b\u017enou evidenci z\u00e1kazn\u00edk\u016f<\/strong>. Pokud jste velk\u00e1 firma se stovkami klient\u016f, zamyslete, jestli nevyu\u017eijete specializovan\u00fd software na spr\u00e1vu obchodn\u00edch p\u0159\u00edle\u017eitost\u00ed. Pou\u017e\u00edv\u00e1 se pro n\u011bj ozna\u010den\u00ed CRM.<\/p>\n<p>Naopak pro men\u0161\u00ed firmy je to zbyte\u010dn\u011b robustn\u00ed a drah\u00e9 \u0159e\u0161en\u00ed. Na veden\u00ed adres\u00e1\u0159e se v\u0161emi d\u016fle\u017eit\u00fdmi kontakty a stru\u010dnou histori\u00ed spolupr\u00e1ce jim <strong>sta\u010d\u00ed <\/strong><a href=\"https:\/\/money.cz\/\"><strong>\u00fa\u010detn\u00ed program<\/strong><\/a>.<\/p>\n<h2>Jak\u00e9 informace evidovat v adres\u00e1\u0159i kontakt\u016f<\/h2>\n<p>V adres\u00e1\u0159i evidujete faktura\u010dn\u00ed informace, hlavn\u00ed kontaktn\u00ed osobu a jej\u00ed telefon a e-mail. \u0160ikovn\u00fd \u00fa\u010detn\u00ed program umo\u017e\u0148uje p\u0159idat i <strong>v\u00edce kontaktn\u00edch osob<\/strong>. To je dost u\u017eite\u010dn\u00e9 \u2013 s n\u00e1kup\u010d\u00edm vy\u0159e\u0161\u00edte detaily nab\u00eddky, s vedouc\u00edm logistiky term\u00edn dod\u00e1n\u00ed a tak d\u00e1le.<\/p>\n<p>V\u0161echny kontakty m\u00e1te v adres\u00e1\u0159i na jednom m\u00edst\u011b. Pokud zam\u011bstnanec, kter\u00fd m\u00e1 zak\u00e1zku na starosti, onemocn\u00ed nebo je na dovolen\u00e9, <strong>snadno ho zastoup\u00ed kolega<\/strong>.<\/p>\n<p>Obchodn\u00edci dost oce\u0148uj\u00ed mo\u017enost <strong>\u0161t\u00edtkov\u00e1n\u00ed kontakt\u016f<\/strong>. Libovoln\u011b si je ozna\u010d\u00ed, nap\u0159\u00edklad jim p\u0159idaj\u00ed \u0161t\u00edtek VIP klient. Ke kontakt\u016f si tak\u00e9 nap\u00ed\u0161\u00ed intern\u00ed pozn\u00e1mku, nap\u0159. \u0161patn\u00e1 platebn\u00ed mor\u00e1lka.<\/p>\n<p>\u00da\u010detn\u00ed syst\u00e9m umo\u017e\u0148uje i <strong>spr\u00e1vu kontakt\u016f<\/strong>. Vyfiltrujete si je podle r\u016fzn\u00fdch krit\u00e9ri\u00ed nebo mezi nimi vyhled\u00e1vate.<\/p>\n<h2>Import a export kontakt\u016f<\/h2>\n<p>Pokud jste zat\u00edm k evidenci kontakt\u016f <strong>vyu\u017e\u00edvali excelovou tabulku<\/strong>, snadno si ji do \u00fa\u010detn\u00edho programu importujete. Nebo si naopak kontakty z \u00fa\u010detn\u00edho programu exportujete a st\u00e1hnete do po\u010d\u00edta\u010de.<\/p>\n<figure id=\"attachment_9770\" aria-describedby=\"caption-attachment-9770\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-9770\" src=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2023\/02\/pexels-picjumbocom-225232-1024x683.jpg\" alt=\"\" width=\"1024\" height=\"683\" srcset=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2023\/02\/pexels-picjumbocom-225232-1024x683.jpg 1024w, https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2023\/02\/pexels-picjumbocom-225232-300x200.jpg 300w, https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2023\/02\/pexels-picjumbocom-225232-768x512.jpg 768w, https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2023\/02\/pexels-picjumbocom-225232-1536x1024.jpg 1536w, https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2023\/02\/pexels-picjumbocom-225232.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-9770\" class=\"wp-caption-text\">Kontakty si z\u00e1lohujte \u2013 pokud je m\u00e1te jen v telefonu a nikde jinde, snadno o n\u011b m\u016f\u017eete p\u0159ij\u00edt.<\/figcaption><\/figure>\n<h2>Evidence obchodn\u00edch p\u0159\u00edpad\u016f<\/h2>\n<p>Do adres\u00e1\u0159e v \u00fa\u010detn\u00edm programu m\u016f\u017eete zad\u00e1vat i <strong>historii komunikace s klientem<\/strong>. Tedy nap\u0159\u00edklad aktivity jako:<\/p>\n<ul>\n<li>telefon\u00e1t,<\/li>\n<li>sch\u016fzka,<\/li>\n<li>zasl\u00e1n\u00ed nab\u00eddky.<\/li>\n<\/ul>\n<p>M\u016f\u017eete tak\u00e9 vytvo\u0159it nov\u00e9 aktivity, p\u0159id\u011blit je jako <strong>\u00fakol konkr\u00e9tn\u00edmu zam\u011bstnanci <\/strong>a pak zkontrolovat, jestli dan\u00fd \u00fakol splnil.<\/p>\n<h2>Adres\u00e1\u0159 v Money S3 je velk\u00fd pomocn\u00edk<\/h2>\n<p>\u00da\u010detn\u00ed program Money S3 obsahuje u\u017e v z\u00e1kladu modul <a href=\"https:\/\/money.cz\/vlastnosti\/adresar-s3\/\">Adres\u00e1\u0159<\/a>. D\u00edky n\u011bmu nepot\u0159ebujete CRM, ale v\u011bt\u0161inu \u010dinnost\u00ed zvl\u00e1dnete p\u0159\u00edmo v Money S3, nap\u0159\u00edklad:<\/p>\n<ul>\n<li><strong>import a export kontakt\u016f<\/strong>,<\/li>\n<li>evidence v\u00edce kontaktn\u00edch osob u jednoho klienta,<\/li>\n<li>\u0161t\u00edtky ke kontakt\u016fm (v Money S3 se naz\u00fdvaj\u00ed adresn\u00ed kl\u00ed\u010de),<\/li>\n<li>intern\u00ed pozn\u00e1mky ke kontakt\u016fm,<\/li>\n<li><strong>evidence obchodn\u00edch aktivit<\/strong> (nap\u0159. sch\u016fzky a hovory),<\/li>\n<li>p\u0159id\u011blov\u00e1n\u00ed \u00fakol\u016f zam\u011bstnanc\u016fm,<\/li>\n<li>zobrazen\u00ed v\u0161ech <a href=\"https:\/\/money.cz\/novinky-a-tipy\/ucetnictvi-2\/ucetni-a-danove-doklady-rozdily-druhy-a-nalezitosti\/\">doklad\u016f<\/a> dan\u00e9ho klienta.<\/li>\n<\/ul>\n<p>Obchodn\u00edci na Money S3 oce\u0148uj\u00ed rychl\u00e9 zobrazen\u00ed doklad\u016f p\u0159\u00edmo z adres\u00e1\u0159e. D\u00edky tomu ihned <strong>vid\u00ed n\u00e1kupn\u00ed historii klienta<\/strong> \u2013 co posledn\u011b nakoupil a za kolik. Snadno se tak\u00e9 pod\u00edvaj\u00ed, co dan\u00fd klient nakupoval loni touto dobou a proaktivn\u011b mu t\u0159eba p\u0159iprav\u00ed nab\u00eddku.<\/p>\n<p>Dal\u0161\u00ed u\u017eite\u010dnou funkc\u00ed je <strong>okam\u017eit\u00e1 tvorba nab\u00eddek \u010di objedn\u00e1vek<\/strong>. Vyu\u017eijete ji v situaci, kdy v\u00e1m vol\u00e1 klient s urgentn\u00ed popt\u00e1vkou \u010di objedn\u00e1vkou. V Money S3 si otev\u0159ete jeho kartu a p\u0159ejdete na z\u00e1lo\u017eku Produkty. \u0158ekne v\u00e1m, o co m\u00e1 z\u00e1jem a vy rovnou produkty z katalogu vkl\u00e1d\u00e1te do ko\u0161\u00edku. Z n\u011bj pak vygenerujete nab\u00eddku, objedn\u00e1vku nebo rovnou fakturu. Kdy\u017e se s klientem rozlou\u010d\u00edte, m\u00e1te u\u017e p\u0159ipraven\u00e9 v\u0161echny podklady a obratem mu je pos\u00edl\u00e1te e-mailem.<\/p>\n<link rel=\"stylesheet\" href=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/form.min.css\" \/>\n<script type=\"text\/javascript\">\n    var smFormInterval = null;\n\n    jQuery(document).ready(function() {\n        jQuery(\".shortcode-smartmailing-form .fheader p a.info\").click(function(e) {  \n            e.preventDefault();\n\n            \/*if (jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").is(\":visible\"))\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").hide();\n            }\n            else\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").show();\n            }*\/\n\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm\").submit(function(e) {\n            e.preventDefault();\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm button[type='submit']\").click(function(e) {\n            e.preventDefault();\n            \n            var email = jQuery(\"#shortcodeSmartmailingForm_email\").val();\n\n            if (email.length == 0)\n            {\n                alert(\"Pros\u00edm zadejte v\u00e1\u0161 e-mail.\");\n                return false;\n            }\n            if (!shortcodeSmartmailingForm_validateEmail(email))\n            {\n                alert(\"Zadan\u00fd e-mail m\u00e1 neplatn\u00fd form\u00e1t.\");\n                return false;\n            }\n\n            jQuery.ajax({\n                url: \"\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/service.php\",\n                type: \"POST\",\n                dataType: \"text\",\n                cache: false,\n                data: {\n                    \"email\": email,\n                    \"stdc\": jQuery(\"#shortcodeSmartmailingForm_stdc\").val(),\n                    \"current_url\": jQuery(\"#shortcodeSmartmailingForm_url\").val(),\n                    \"current_referrer\": jQuery(\"#shortcodeSmartmailingForm_referrer\").val()\n                }\n            }).done(function (response, textStatus, jqXHR)\n            {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n\t\t\t\tdataLayer.push({'event': 'newsletterSubscription', 'newsletterPosition': 'intext'});\n            }).fail(function( jqXHR, textStatus, errorThrown ) {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n            });\n\n            return false;\n        });\n    });\n\n    function shortcodeSmartmailingForm_validateEmail(email)\n    {\n        var re = \/^(([^<>()[\\]\\\\.,;:\\s@\\\"]+(\\.[^<>()[\\]\\\\.,;:\\s@\\\"]+)*)|(\\\".+\\\"))@((\\[[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\])|(([a-zA-Z\\-0-9]+\\.)+[a-zA-Z]{2,}))$\/;\n        return re.test(email);\n    }\n<\/script>\n<form method=\"post\" id=\"shortcodeSmartmailingForm\" class=\"shortcode-smartmailing-form\" action=\"\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/9768\">\n\n    <div>\n        <div class=\"fheader\">\n            <h3>\n                Podnikejte bez omyl\u016f - z\u00edskejte tipy z na\u0161eho blogu            <\/h3>\n            <div class=\"se-text\">\n                <p>\n                    P\u0159ihlaste se k e-mailov\u00e9mu seri\u00e1lu a z\u00edskejte to nejlep\u0161\u00ed z blogu Money.cz.                    <a class=\"info\" title=\"E-maily v\u00e1m budou zas\u00edl\u00e1ny maxim\u00e1ln\u011b dvakr\u00e1t do m\u011bs\u00edce. Z odb\u011bru se m\u016f\u017eete kdykoliv odhl\u00e1sit.\">info<\/a>\n                <\/p>\n            <\/div>\n        <\/div>\n\n        <div class=\"ffooter\">\n            <div class=\"se-body\">\n                <input type=\"text\" id=\"shortcodeSmartmailingForm_email\" placeholder=\"Zadejte v\u00e1\u0161 e-mail\" \/>\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_stdc\" value=\"T6\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_url\" value=\"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/9768\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_referrer\" value=\"\">\n\n                <div class=\"se-submit\">\n                    <button type=\"submit\" id=\"shortcodeSmartmailingForm_submit\" value=\"Chci b\u00fdt v obraze\">Chci b\u00fdt v obraze<\/button>\n                                          <p class=\"mlctr success\" style=\"display: none;\">D\u011bkujeme, <strong>zkontrolujte Va\u0161i e-mailovou schr\u00e1nku<\/strong> pro potvrzen\u00ed odb\u011bru.<\/p>\n                                    <\/div>\n            <\/div>\n                          <p class=\"smart-disclaimer\">Odesl\u00e1n\u00edm souhlas\u00edte s na\u0161imi\n                <a href=\"https:\/\/money.cz\/ochrana-osobnich-udaju\/#zzvou\" target=\"_blank\">z\u00e1sadami pro zpracov\u00e1n\u00ed osobn\u00edch \u00fadaj\u016f<\/a>.\n              <\/p>\n                    <\/div>\n    <\/div>\n<\/form>\n<h2>Ov\u011b\u0159en\u00ed spolehlivosti kontakt\u016f<\/h2>\n<p>Money S3 pom\u016f\u017ee i s ov\u011b\u0159ov\u00e1n\u00ed kontakt\u016f. Pokud jste <a href=\"https:\/\/money.cz\/novinky-a-tipy\/dane\/od-jakeho-obratu-se-stavate-platcem-dph-registraci\/\">pl\u00e1tci DPH<\/a>, prim\u00e1rn\u011b v\u00e1s zaj\u00edm\u00e1, jestli je v\u00e1\u0161 prot\u011bj\u0161ek <strong>spolehliv\u00fdm pl\u00e1tcem DPH<\/strong>. V p\u0159\u00edpad\u011b, \u017ee ne a vy s n\u00edm p\u0159esto obchodujete, vystavujete se riziku, \u017ee DPH neodvede a vy ji pak <a href=\"https:\/\/money.cz\/novinky-a-tipy\/dane\/ruceni-za-dph-optikou-nejvyssiho-spravniho-soudu\/\">zaplat\u00edte ze sv\u00e9ho<\/a>.<\/p>\n<p>Informaci o ne\/spolehliv\u00fdch pl\u00e1tc\u00edch najdete v <a href=\"https:\/\/money.cz\/novinky-a-tipy\/dane\/registr-platcu-dph-vyhnete-se-nespolehlivym-platcum\/\">registru pl\u00e1tc\u016f DPH<\/a>. Jako u\u017eivatel\u00e9 Money ale m\u00e1te tu v\u00fdhodu, \u017ee <strong>p\u0159\u00edmo u kontaktu v \u00fa\u010detn\u00edm programu vid\u00edte<\/strong>, jestli je, nebo nen\u00ed spolehliv\u00fdm pl\u00e1tcem DPH.<\/p>\n<p>D\u00e1l v\u00e1s zaj\u00edm\u00e1, jestli obchodn\u00ed partner nen\u00ed ve finan\u010dn\u00edm probl\u00e9mech \u2013 v tom p\u0159\u00edpad\u011b hroz\u00ed, \u017ee <strong>p\u016fjde o neplati\u010de<\/strong>. Abychom v\u00e1m prov\u011b\u0159ov\u00e1n\u00ed usnadnili, Money S3 je prvn\u00ed \u010desk\u00fd \u00fa\u010detn\u00ed program napojen\u00fd na slu\u017ebu CRIBIS, kter\u00e1 toto ov\u011b\u0159en\u00ed zaji\u0161\u0165uje.<\/p>\n<p>Pokud <strong>u kontaktu sv\u00edt\u00ed zelen\u00e1<\/strong>, sta\u010d\u00ed v\u00e1m b\u011b\u017en\u00e1 opatrnost. Jestli\u017ee je semafor oran\u017eov\u00fd, zpozorn\u011bte a partnera d\u016fkladn\u011bji prov\u011b\u0159te. V p\u0159\u00edpad\u011b, \u017ee sv\u00edt\u00ed \u010derven\u00e1, obchodu se rad\u011bji vyhn\u011bte, nebo bu\u010fte mimo\u0159\u00e1dn\u011b opatrn\u00ed.<\/p>\n<p>Money S3 jsme tak\u00e9 propojili s dal\u0161\u00ed podobnou slu\u017ebou CreditCheck \u2013 slou\u017e\u00ed jako alternativa ke CRIBISU. Mezi slu\u017ebami si p\u0159\u00edmo v Money p\u0159epnete a <strong>zkontrolujete, jestli se jejich hodnocen\u00ed shoduj\u00ed<\/strong>.<\/p>\n<p><a href=\"https:\/\/money.cz\/cenik-s3\/vyzkouset-money-s3\/\">Vyzkou\u0161ejte si zdarma<\/a> \u00fa\u010detn\u00ed program Money S3 v\u010detn\u011b Adres\u00e1\u0159e. Pokud v\u00e1m bude software vyhovovat, pozd\u011bji m\u016f\u017eete p\u0159ej\u00edt na placenou verzi.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Abyste tuto situaci nemuseli slo\u017eit\u011b \u0159e\u0161it, dbejte na pr\u016fb\u011b\u017enou evidenci z\u00e1kazn\u00edk\u016f. Pokud jste velk\u00e1 firma se stovkami klient\u016f, zamyslete, jestli nevyu\u017eijete specializovan\u00fd software na spr\u00e1vu &#8230;<\/p>\n","protected":false},"author":2,"featured_media":9769,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","inline_featured_image":false,"footnotes":""},"categories":[5,25,387],"tags":[384,372,58,145],"class_list":["post-9768","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podnikani","category-rozvoj-podnikani","category-vse-co-potrebujete-vedet-o-money-s3","tag-adresar-v-money-s3","tag-funkce-ucetniho-programu","tag-money-s3","tag-rust-firmy"],"acf":[],"_links":{"self":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/9768","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/comments?post=9768"}],"version-history":[{"count":3,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/9768\/revisions"}],"predecessor-version":[{"id":13476,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/9768\/revisions\/13476"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media\/9769"}],"wp:attachment":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media?parent=9768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/categories?post=9768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/tags?post=9768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}