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Iqembu lezinhlelo: Ukuzenzakalelayo kwebhizinisi
Inhlangano yokubalwa kwezimali kwezokuthutha
- I-copyright ivikela izindlela ezihlukile zokuzenzakalela kwebhizinisi ezisetshenziswa ezinhlelweni zethu.
I-copyright - Singabashicileli besofthiwe abaqinisekisiwe. Lokhu kuboniswa ohlelweni lokusebenza uma usebenzisa izinhlelo zethu nezinguqulo zedemo.
Umshicileli oqinisekisiwe - Sisebenza nezinhlangano emhlabeni wonke kusukela kwamabhizinisi amancane kuya kwamakhulu. Inkampani yethu ifakiwe kurejista yamazwe ngamazwe yezinkampani futhi inophawu lwe-electronic trust.
Uphawu lokuthembela
Ushintsho olusheshayo.
Yini ofuna ukuyenza manje?
Uma ufuna ukujwayelana nohlelo, indlela eshesha kakhulu ukuqala ukubuka ividiyo egcwele, bese ulanda inguqulo yedemo yamahhala bese usebenza nayo ngokwakho. Uma kunesidingo, cela isethulo kwabesekela lobuchwepheshe noma ufunde imiyalelo.
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Phakathi namahora ebhizinisi ngokuvamile siphendula phakathi kweminithi elingu-1
Ungaluthenga kanjani uhlelo?
Buka isithombe-skrini sohlelo
Buka ividiyo mayelana nohlelo
Landa inguqulo yedemo
Qhathanisa ukucushwa kohlelo
Bala izindleko zesofthiwe
Bala izindleko zefu uma udinga iseva yefu
Ubani umthuthukisi?
Isithombe-skrini sohlelo
Isithombe-skrini isithombe sesofthiwe esebenzayo. Kusuka kuyo ungakwazi ukuqonda ngokushesha ukuthi uhlelo lwe-CRM lubukeka kanjani. Senze isixhumi esibonakalayo sewindi esisekelwa idizayini ye-UX/UI. Lokhu kusho ukuthi ukusebenzelana komsebenzisi kusekelwe eminyakeni yolwazi lomsebenzisi. Isenzo ngasinye sitholakala lapho kulunge khona kakhulu ukusenza. Ngenxa yale ndlela enekhono, ukukhiqiza kwakho kuzoba okuphezulu. Chofoza esithombeni esincane ukuze uvule isithombe-skrini ngosayizi ogcwele.
Uma uthenga isistimu ye-USU CRM ngokucushwa okungenani kokuthi "Okujwayelekile", uzoba nokukhetha kwemiklamo evela kuzifanekiso ezingaphezu kwamashumi amahlanu. Umsebenzisi ngamunye wesoftware uzoba nethuba lokukhetha ukwakheka kohlelo ukuze kuhambisane nokuthanda kwabo. Zonke izinsuku zomsebenzi kufanele zilethe injabulo!
Inhlangano yokubalwa kwezimali kwezokuthuthwa yi-USU Software ‘iku-References block’ - esinye sezigaba ezintathu ezakha imenyu yohlelo lokuzenzekelayo yamabhizinisi agxile kwezokuthutha. Amanye amabhulokhi amabili, 'amaModyuli' kanye 'namaReport', enza imisebenzi ehlukile. Owokuqala wabo uyasebenza, lapho kwenziwa ukubalwa kwangempela kwemali nokuhlelwa kwezinto zokuhamba. Okwesibili kuyahlolwa, lapho kuhlaziywa khona zombili inhlangano uqobo kanye nokubalwa kwezokuthutha.
Uma sibheka ukuhlelwa kokubalwa kwezimali kwezokuthutha ku-Directory block, kufanele kuqashelwe ukuthi kuqala ngokubekwa kolwazi mayelana nenhlangano uqobo, esebenza kwezokuthutha, kufaka phakathi imininingwane ngezimpahla zayo, ezingaphatheki neziphathekayo, itafula labasebenzi, amagatsha , izinqolobane, imithombo yemali engenayo, izinto ezisetshenziswayo, amakhasimende a-oda izinto zokuhamba, abathwali abahambisa izinto zokuhamba, nabanye. Ngokuya ngalolu lwazi, ukulawulwa kwezinqubo zomsebenzi kusungulwa ebhlokhi futhi sekuvele kuyicubungula, inhlangano yokubalwa kwezimoto yenziwa. Ngamanye amagama, isigaba sabaphathi bezinqubo zokubalwa kwemali sinqunywa. Indlela yokubala kanye nohlobo lokubala kukhethiwe, okwenziwa ngokuzenzakalela kuhlelo.
Ukuqinisekisa ukubalwa okuzenzakalelayo, isisekelo sokulawula nesethenjwa sakhiwe esigabeni seZikhombo, esiqukethe zonke izinhlinzeko nemithethonqubo yomkhakha, izinkambiso, kanye nemithetho yokwenza imisebenzi ephathelene nenhlangano yezokuthutha, ngokuya ngesibalo esihlelwe kanjalo njengesilinganiso sezindleko zomsebenzi ngamunye, okukuvumela ukuthi ubole inqubo yokukhiqiza ibe yizinto eziyisisekelo, noma imisebenzi enezindleko ezithile. Lapho uhlela ukubalwa, kufaka phakathi ukubalwa kwemali ekhokhwayo kubasebenzi kanye nezindleko zemizila, inkomba yokugcina izoba yisamba sezindleko zalokho kusebenza okufakiwe kumthamo womsebenzi lapho kugcinwa khona ukubalwa kwezimali kanye nezibalo ezihlobene.
Ubani umthuthukisi?
Akulov Nikolay
Uchwepheshe kanye nomklami omkhulu obambe iqhaza ekwakhiweni nasekuthuthukisweni kwale software.
2026-01-12
Ividiyo yokuhlelwa kwezezimali kwezokuthutha
Le vidiyo ingesiNgisi. Kodwa ungazama ukuvula imibhalo engezansi ngolimi lwakho lwendabuko.
Ukuhlelwa kokubalwa kwezimali kwezokuthutha kudinga ukwakheka kwemininingwane yolwazi ukwenza imisebenzi yezinto nezinto ezingabahlanganyeli kwezokuthutha noma ezihlobene nenhlangano yazo. Isibonelo, inhlangano yokubalwa kwezimpahla nempahla elungiselelwe ukuthuthwa iyasetshenziswa ngesibizo, lapho zonke izinto ezifakwe kuhlu zinezinombolo zazo zamagama. Ukuhamba kwabo kuqoshwa ngama-invoice kwimodi ezenzakalelayo, nayo eyakha isisekelo sayo. Ukuhlela ukubalwa kwamakhasimende, kunikezwa uhlelo lweCRM, oluqukethe idatha yabo yomuntu siqu neyokuxhumana. Umlando wokuxhumana ungasindiswa, futhi umsebenzi uhlelelwe iklayenti ngalinye. Ngokuhlela ukubalwa kwezokuthutha, i-database ebaluleke kunazo zonke i-database ye-oda, lapho yonke imiyalo eyake yamukelwa evela kumakhasimende igxila. Ukuhlela le database, izinhlelo zokusebenza zibhaliswa kusetshenziswa ifomu elikhethekile elibizwa ngewindi le-oda.
Kumele kuqashelwe ukuthi ukusebenza ezinqolobaneni sekuvele kudluliselwe kumaModyuli block ngoba umsebenzi wamanje uyisihloko semisebenzi yokusebenza, kuyilapho i-Directory block kungamasethingi nedatha yesethenjwa kuphela, kucatshangelwa ukuthi iyiphi inqubo yenqubo yokukhiqiza eyenzekayo. Ukubalwa kwemali nokuhlelwa kwezinto zokuhamba kwenziwa kumaModyuli, futhi iwindi le-oda lilungiselelwe ukuhlelelwa kokuhamba ngokulandela isicelo seklayenti. Iwindi le-oda linefomethi ekhethekile. Onke amafomu kagesi ahloselwe ukufaka imininingwane, eyinhloko noma yamanje, anale fomethi.
Isici sohlelo lwenhlangano yokubalwa kwezimali ukuthi ukufakwa kwedatha akwenziwa ngekhibhodi kepha inketho ehambelana nohlelo lokusebenza ikhethwa ebhokisini lohlu lokudonsela phansi futhi imininingwane eyinhloko kuphela ethayiphwa ngesandla. Le ndlela yokufaka imininingwane ikuvumela ukuthi ugweme amaphutha lapho ucacisa imingcele ebalulekile futhi ngoba ukugcwalisa ifomu elinjalo kunikeza lonke iphakethe lemibhalo ehambisana nalo elenziwa ngokuzenzakalela lenhlangano yezokuthutha. Kusobala ukuthi iqinisekisa imibhalo efanelekile futhi ikuvumela ukuthi ukwenze ngaphandle kwezinkinga ngokuhamba.
Landa inguqulo yedemo
Lapho uqala uhlelo, ungakhetha ulimi.
Ungalanda inguqulo yedemo mahhala. Futhi usebenze ohlelweni amasonto amabili. Olunye ulwazi seluvele lufakiwe lapho ukuze lucaciselwe.
Ubani umhumushi?
Ukubalwa kwezimali kanye nokuhlelwa kwezinto zokuhamba kufanele kuhlolwe kahle ukuthola noma iziphi 'izingqinamba' ngesikhathi njengoba kuthinta kabi ukusebenza kwenhlangano. Ngalokhu, kwethulwa imibiko, lapho kwenziwa khona ukuhlaziywa okuzenzakalelayo kwayo yonke imisebenzi yenhlangano futhi kwenziwa ukubikwa kwangaphakathi, lapho ungathola khona izinto eziningi eziwusizo nezihehayo ezibalulekile ekuthuthukiseni inhlangano. Ukubikwa kwethulwa ngendlela efundeka kalula - eyetafula kanye neyokuqhafaza, lapho ungabona khona masinyane ukubamba iqhaza kwenkomba ngayinye yokusebenza ekwakhiweni kwenzuzo nasekusebenziseni imali. Khomba izitayela ezintsha kumandla ezinguquko zazo: ukukhula noma ukwehla. Sungula izizathu zokuchezukelwa kwezindleko zangempela kusuka ezinhlelweni ezihleliwe. Ukuhlaziywa kusiza ukukhomba ukushiyeka enhlanganweni ye-accounting accounting futhi kutholakale izinsizakusebenza ezengeziwe ukukhulisa inzuzo yenhlangano, ukuhlola ukusebenza kwabasebenzi, ukukhomba imizila enenzuzo enkulu, kanye nesiphathi esikahle kunazo zonke.
Ukubalwa kwezimpahla nezimpahla okwamukelwe ukugcina kugcinwa kusetshenziswa igama lesibizo. Izinto zezimpahla ezethulwe lapho zinenombolo kanye nemingcele yokuhweba ngayinye. Izinto zempahla esiqeshini segama zihlukaniswe ngezigaba, ngokwekhathalogi enamathiselwe enokwehlukaniswa okujwayelekile. Lokhu kusheshisa inqubo yokukhiqiza amanothi ezimpahla. Ukwakhiwa kwama-invoyisi, kanye neminye imibhalo, kuyazenzakalela. Isizindalwazi se-invoyisi sehlukaniswe izikhundla, okukhombisa uhlobo lwazo. Isimo ngasinye sinombala othile. Ukwenza i-invoyisi, umsebenzi ukhombisa igama nobuningi bezimpahla. Idokhumenti eqediwe inefomu elamukelwe ngokusemthethweni.
Isisekelo samakhasimende sibuye sihlukaniswe ngezigaba, kepha kulokhu, sikhethwa yinkampani. Ikhathalogi inamathiselwe, elula futhi ikuvumela ukuthi usebenze ngamaqembu akhonjiwe. Uhlelo lweCRM luyaqhubeka nokuqapha amakhasimende ngezinsuku zakamuva zoxhumana nabo futhi lwakha uhlelo lokusebenza lwansuku zonke lomphathi ngamunye, olulawula ukusetshenziswa kwalo.
Oda inhlangano yokubalwa kwezimali kwezokuthutha
Ukuthenga uhlelo, vele usishayele noma usibhalele. Ochwepheshe bethu bazovumelana nawe ekucushweni kwesofthiwe efanele, balungise inkontileka kanye ne-invoyisi ukuze ukhokhe.
Ungaluthenga kanjani uhlelo?
Thumela imininingwane yenkontileka
Senza isivumelwano neklayenti ngalinye. Inkontileka iyisiqinisekiso sakho sokuthi uzothola lokho kanye okudingayo. Ngakho-ke, okokuqala udinga ukusithumelela imininingwane yebhizinisi elisemthethweni noma umuntu. Lokhu ngokuvamile akuthathi imizuzu engaphezu kwemi-5
Yenza inkokhelo kusengaphambili
Ngemva kokukuthumelela amakhophi askeniwe enkontileka kanye ne-invoyisi ukuze ukhokhe, kudingeka ukukhokha kusengaphambili. Sicela uqaphele ukuthi ngaphambi kokufaka uhlelo lwe-CRM, kwanele ukukhokha inani eliphelele, kodwa ingxenye kuphela. Izindlela zokukhokha ezahlukahlukene ziyasekelwa. Cishe imizuzu engu-15
Uhlelo luzofakwa
Ngemva kwalokhu, usuku oluthile lokufakwa kanye nesikhathi kuzovunyelwana ngakho nawe. Lokhu kuvame ukwenzeka ngosuku olufanayo noma ngakusasa ngemva kokuqedwa kwamaphepha. Ngokushesha ngemva kokufaka uhlelo lwe-CRM, ungacela ukuqeqeshwa komsebenzi wakho. Uma uhlelo luthengelwa umsebenzisi ongu-1, ngeke kuthathe isikhathi esingaphezu kwehora elingu-1
Jabulela umphumela
Jabulela umphumela ngokungapheli :) Okujabulisa kakhulu akuyona nje ikhwalithi isofthiwe eye yathuthukiswa ngayo ukuze isebenze ngokuzenzakalelayo umsebenzi wansuku zonke, kodwa futhi nokuntuleka kokuncika ngendlela yemali yokubhalisa yanyanga zonke. Phela, uzokhokha kanye kuphela ngohlelo.
Thenga uhlelo eselenziwe ngomumo
Futhi unga-oda ukuthuthukiswa kwesoftware yangokwezifiso
Uma unezidingo ezikhethekile zesofthiwe, oda ukuthuthukiswa ngokwezifiso. Khona-ke ngeke kudingeke uvumelane nohlelo, kodwa uhlelo luzolungiselelwa izinqubo zebhizinisi lakho!
Inhlangano yokubalwa kwezimali kwezokuthutha
Uhlelo luhlinzeka ngokuhlelwa komsebenzi ngumsebenzisi ngamunye. Abaphathi baluthatha uhlelo ngaphansi kolawulo lwabo, babheke ikhwalithi nesikhathi sokwenza, futhi bangeze imisebenzi emisha. Ukucishwa kwezimpahla nomthwalo kusuka kubhalansi yenkampani kwenziwa ngokuzenzakalela lapho kudluliswa, ngokwe-invoyisi ekhiqizwe kulolu hlelo ngokushesha nje lapho ibhalisiwe kuyo. Amakhasimende aziswa ngendawo yezimpahla ngokuzenzakalela ngokuxhumana ngogesi ngendlela ye-SMS kanye ne-imeyili uma amakhasimende eqinisekise imvume yawo esazisweni.
Abasebenzisi basebenza ohlelweni besebenzisa ukungena kwabo ngemvume namaphasiwedi ukufaka uhlelo, olubavumela ukuthi basebenze nemininingwane yesevisi ngaphakathi kwamakhono abo. Ukwabelana ngokufinyelela kunikeza izingodo zomsebenzi womuntu siqu, okuholela ekuzibophezeleni komuntu siqu ukuqinisekisa ikhwalithi yolwazi nokubhaliswa kokuthengiselana okuqediwe.
Uhlelo luhlangana nemishini yokugcina impahla, lokhu kuthuthukisa ikhwalithi yokusebenza endaweni yokugcina izinto njengokufuna nokukhishwa kwempahla, ukusheshiswa kwempahla, futhi ikuvumela ukuthi ubhalise izimpahla.
Abasebenzisi bangasebenza ngasikhathi sinye ngaphandle kwengxabano yokonga idatha, ngenxa yokuba khona kwesixhumi esibonakalayo sabasebenzisi abaningi esixazulula le nkinga ingunaphakade. Uhlelo aluhlinzeki ngemali yenyanga futhi lunezindleko ezihleliwe, ezinqunywa inani lemisebenzi nezinsizakalo ezingangezelelwa ngemali ekhokhwayo njalo. I-interface iza nezinketho zokuklanywa kwemibala engaphezulu kwama-50 ezingakhethwa ngokushesha ngevili lokuhambisa ukwenza indawo yakho yomsebenzi ibe ngeyakho.