# Relaciones con proveedores Manual de operación de relaciones con proveedores en español # Introducción VRM dashboard can be found under "Work" menu [![Hhqhome-vrm-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Hhqhome-vrm-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Hhqhome-vrm-es.png) # Panel de control Following is an example dashboard There are several major sections; Supplier, Quote, Order/Return, Inbound-booking, Picking-list, Charge, Inventory, Report, Tool. Some sections may not be available from customization [![vrm-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-es.png) # Proveedor # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-supplier-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-supplier-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-supplier-es.png) # Crear Proveedor Click "New supplier" on upper right corner of Supplier/Staff table [![finance-employee-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/lLifinance-employee-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/lLifinance-employee-es.png) Enter supplier data, then click "Create". [![supplier-new-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-new-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-new-modal-es.png) # Actualizar Proveedor Click "Update" button on the right of supplier [![finance-employee-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/jHnfinance-employee-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/jHnfinance-employee-es.png) Update information, then click "Update". [![supplier-update-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-update-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-update-modal-es.png) # Ver Proveedor Click "View" button on the right of supplier [![finance-employee-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/lKifinance-employee-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/lKifinance-employee-es.png) Supplier modal appears [![supplier-view-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-view-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-view-modal-es.png) # Rendimiento de los Proveedores # Cotización # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-quote-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-quote-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-quote-es.png) # Crear cotización Click "New quote" on upper right corner of quote table [![vrm-quote-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-quote-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-quote-es.png) Enter quote data. Click "+ Add line" if needed. Click "Submit" when done. [![purchase-quote-modal-new-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/purchase-quote-modal-new-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/purchase-quote-modal-new-es.png) # Actualizar cotización Click "Update" button on right of the quote [![vrm-quote-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/eyyvrm-quote-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/eyyvrm-quote-es.png) Update quote data, then click "Update" Click "+ Add line" if needed [![purchase-quote-modal-update-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/purchase-quote-modal-update-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/purchase-quote-modal-update-es.png) # Ver cotización Click "View" button on right of the quote [![vrm-quote-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/f1kvrm-quote-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/f1kvrm-quote-es.png) Quote modal appears [![vrm-quote-modal-view-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-quote-modal-view-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-quote-modal-view-es.png) # Aprobar cotización Click "Approve" button on the right of quote [![vrm-quote-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/e24vrm-quote-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/e24vrm-quote-es.png) When quote modal appears, click "Approve" or "Disapprove" button to confirm [![vrm-quote-modal-approve-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-quote-modal-approve-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-quote-modal-approve-es.png) # Orden # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-order-es.png) # Crear Orden Click "New entry", and select order or return [![new-po-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/new-po-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/new-po-es.png) Enter order/return data, then click "Submit" Click "+ Add line" if needed [![po-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/po-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/po-modal-es.png) # Actualizar Orden Click "Update" button on right of the order/return [![vrm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/r6dvrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/r6dvrm-order-es.png) Update order/return data, then click "Update" Click "+ Add line" if needed [![update-po-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/update-po-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/update-po-modal-es.png) # Ver Orden Click "View" button on right of the order/return [![vrm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/mKtvrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/mKtvrm-order-es.png) Order/return modal appears [![view-po-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/view-po-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/view-po-modal-es.png) # Aprobar Orden Click "Approve" button to right of the order/return [![vrm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/BF3vrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/BF3vrm-order-es.png) When order/return modal appears, click "Approve" or "Disapprove" button to confirm [![approve-po-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/approve-po-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/approve-po-modal-es.png) # Soltar Orden Click "Release" button to right of the order/return An email with order/return attachment is sent to vendor [![vrm-order-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Nqdvrm-order-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Nqdvrm-order-es.png) # Reserva entrante # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-booking-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-booking-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-booking-es.png) # Ver orden Click "View" button on the right of order [![vrm-booking-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/vrm-booking-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/vrm-booking-es.png) Order modal appears [![vrm-picking-view-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/vrm-picking-view-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/vrm-picking-view-es.png) # Procesar orden Click "Process" button on the right of order [![vrm-booking-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/thWvrm-booking-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/thWvrm-booking-es.png) Enter order data and then click "Update" [![inbound-process-modal-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/inbound-process-modal-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/inbound-process-modal-es.png) # Lista de selección # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-picking-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-picking-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-picking-es.png) # Ver lista de selección Click "View" button on the right of order [![vrm-picking-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/vrm-picking-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/vrm-picking-es.png) Order modal appears [![picking-view-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/picking-view-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/picking-view-es.png) # Procesar lista de selección Click "Process" button on the right of order [![vrm-picking-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/xANvrm-picking-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/xANvrm-picking-es.png) Enter order data and then click "Update" [![picking-process-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/picking-process-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/picking-process-es.png) # Gasto # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-expense-es.png) # Crear Gasto Click "New expense" on upper right corner of expense table [![expense-new-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-es.png) When expense modal appears, enter all information and click "Create" button. Click "+ Add line" if needed [![expense-new-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-expense-es.png) # Actualizar Gasto Click "Update" button on the right of expense If no "Update" button, the expense can not be updated. [![expense-update-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-es.png) when expense modal appears, update expense data and click "Update" button Click "+ Add line" if needed [![expense-update-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-expense-es.png) # Ver Gasto Click "View" button on the right of expense [![expense-view-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-es.png) Expense modal appears [![expense-view-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-expense-es.png) # Enviar Gasto Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submitted. [![expense-submit-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-es.png) When expense modal appears, click "Submit" button to confirm submission [![expense-submit-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-expense-es.png) # Retraer Gasto Click "Retract" button on the right of expense If no "Retract" button, the expense can not be retracted. [![expense-retract-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-es.png) When expense modal appears, click "Retract" button to confirm retraction [![expense-retract-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-expense-es.png) # Aprobar Gasto Click "Approve" button on the right of expense [![expense-approve-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-es.png) When expense modal appears, click "Approve" or "Disapprove" button to confirm [![expense-approve-expense-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-expense-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-expense-es.png) # Inventario # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-inventory-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-inventory-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-inventory-es.png) # Inventorio Click "View" button on the right of inventory item [![warehouse-inventory-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/CaZwarehouse-inventory-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/CaZwarehouse-inventory-es.png) inventory transaction modal of the item appears [![inventory-transaction-modal-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/inventory-transaction-modal-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/inventory-transaction-modal-es.png) # Informe # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-report-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-report-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-report-es.png) # Utensil # Introducción Following shows a sample window. The chapter describes features available within the window. [![vrm-tool-es.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-tool-es.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-tool-es.png) # Alerta de inventario Click "Inventory alert" in tool window [![vrm-tool-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-tool-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-tool-es.png) Select product & location; enter lower/upper limit, and validity. Click "+ Add line" if more alert is needed. Click "Update" when done. [![vrm-tool-alert-es.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-tool-alert-es.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-tool-alert-es.png)