{"id":49856,"date":"2023-10-30T12:20:59","date_gmt":"2023-10-30T11:20:59","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=49856"},"modified":"2025-11-27T13:17:13","modified_gmt":"2025-11-27T12:17:13","slug":"exportul-documentelor-din-modulele-de-ofertare-facturare-comenzi-aviz-de-insotire-a-marfii-fisa-de-servicii-proces-verbal-de-primire-a-marfii","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/exportul-documentelor-din-modulele-de-ofertare-facturare-comenzi-aviz-de-insotire-a-marfii-fisa-de-servicii-proces-verbal-de-primire-a-marfii\/","title":{"rendered":"Exportul documentelor din modulele de Ofertare\/ Facturare\/ Comenzi \/ Aviz de \u00eenso\u021bire a m\u0103rfii\/ Fi\u0219\u0103 de servicii\/ Proces verbal de primire a m\u0103rfii"},"content":{"rendered":"<div class=\"alert alert-danger\" style=\"text-align: justify;\">Ca s\u0103 ai acces la aceast\u0103 func\u021bionalitate, trebuie fie s\u0103 ai rol de <strong>administrator<\/strong> \u00een sistem, fie s\u0103 ai <strong>drepturi de export<\/strong> conferite prin add-on-ul <a href=\"https:\/\/www.youtube.com\/watch?v=rtJsfaAYn2k\">Drepturile utilizatorilor<\/a>.<\/div>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/1CtnnCGrw9Y?si=7ozecVnFC2W__4JD\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>Documentele din modulele Ofertare\/ Facturare\/ Comenzi\/ Avize\/ Fi\u0219\u0103 de servicii\/ Proces verbal de primire pot fi exportate \u00een mas\u0103 din doar c\u00e2teva click-uri.<\/p>\n<p>\u00cen exemplul de mai jos, ne afl\u0103m \u00eentr-un modul de <strong>Ofertare<\/strong>, \u00een care doar c\u00e2teva dintre oferte sunt emise (cele cu denumire oficial\u0103, \u00eens\u0103 nu \u0219i cele cu denumirea <em>\u201eDe emis\u201d<\/em>). \u00cen exportul pe care urmeaz\u0103 s\u0103 \u00eel facem, va fi obligatoriu ca toate ofertele ce se vor a fi exportate s\u0103 fie deja \u00eentr-un stadiu de <strong>Emis<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54189 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.23.54.png\" alt=\"\" width=\"2832\" height=\"1354\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.23.54.png 2832w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.23.54-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.23.54-1024x490.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.23.54-768x367.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.23.54-1536x734.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.23.54-2048x979.png 2048w\" sizes=\"auto, (max-width: 2832px) 100vw, 2832px\" \/><\/p>\n<p>Primul pas pentru export va fi s\u0103 cre\u0103m un filtru.<\/p>\n<p>\u00cen acest sens, click pe butonul de <em><strong>Filtru<\/strong><\/em> din dreapta sus, <strong><em>Adaug\u0103 filtru<\/em><\/strong>, \u0219i selecteaz\u0103 ca prim\u0103 condi\u021bie <strong>Statusul<\/strong>. Aici, asigur\u0103-te c\u0103 bifezi <strong>doar statusurile \u00een care documentele tale sunt emise<\/strong>. Altfel, cele ne-emise \u00eenc\u0103 nu vor fi exportate.<\/p>\n<p>\u00cen exemplul de mai jos, nu am mai ad\u0103ugat \u0219i alte condi\u021bii, \u00eens\u0103 tu po\u021bi ad\u0103uga oric\u00e2t de multe ai nevoie &#8211; de exemplu, un criteriu \u00een func\u021bie de care po\u021bi filtra este <strong>Data emiterii <\/strong>(pe care o g\u0103se\u0219ti \u00een categoria de <strong>Ofert\u0103<\/strong>).<\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Nu te baza pe variabila de <strong>\u201eData emiterii\u201d<\/strong> \u00een locul celei de <strong>\u201eStatus\u201d<\/strong> pentru a identifica doar documentele emise. <strong>\u201eData emiterii\u201d<\/strong> este un c\u00e2mp care se completeaz\u0103 automat (\u00een mod provizoriu), cu data zilei curente pentru toate documentele pe care le ai \u00een baza ta de date, p\u00e2n\u0103 \u00een momentul emiterii. Dac\u0103 vei intra pe oricare dintre documentele tale (cele ne-emise) o s\u0103 vezi c\u0103 acest c\u00e2mp e deja completat dup\u0103 cum am descris.<\/div>\n<p>C\u00e2t prive\u0219te Vederea Tabelar\u0103, acolo po\u021bi selecta toate informa\u021biile extra pe care vrei s\u0103 le vezi despre documentele din baza ta de date astfel segmentat\u0103.<\/p>\n<p>La finalul exportului, vei primi acest tabel pe e-mail.<\/p>\n<p>Salveaz\u0103 filtrul \u0219i d\u0103-i o denumire sugestiv\u0103.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54192 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.28.55.png\" alt=\"\" width=\"2810\" height=\"1350\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.28.55.png 2810w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.28.55-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.28.55-1024x492.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.28.55-768x369.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.28.55-1536x738.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.28.55-2048x984.png 2048w\" sizes=\"auto, (max-width: 2810px) 100vw, 2810px\" \/><\/p>\n<p>Odat\u0103 salvat filtrul, d\u0103 click pe butonul de <strong>Export\u0103<\/strong> \u0219i alege ce-a de-a doua variant\u0103 &#8211; de exemplu, <em><strong>Export\u0103 Oferte<\/strong><\/em>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-54195\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.29.59-1024x494.png\" alt=\"\" width=\"1024\" height=\"494\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.29.59-1024x494.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.29.59-300x145.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.29.59-768x371.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.29.59-1536x742.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2024-09-19-at-13.29.59-2048x989.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Apoi, sistemul te va anun\u021ba c\u0103 desc\u0103rcarea fi\u0219ierelor poate varia \u00een func\u021bie de num\u0103rul \u0219i dimensiunea lor. Click \u00eenc\u0103 odat\u0103 pe <strong>Export\u0103<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49868 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.17.36.png\" alt=\"\" width=\"627\" height=\"256\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.17.36.png 627w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.17.36-300x122.png 300w\" sizes=\"auto, (max-width: 627px) 100vw, 627px\" \/><\/p>\n<p>&#8230; \u0219i, imediat ce exportul e gata, vei primi un link de download pe e-mail al unei arhive zip, care con\u021bine toate documentele exportate, distribuite pe anii \u00een care au fost emise.<\/p>\n<p>La final, vei g\u0103si \u0219i un Excel cu tabelul pe care l-ai creat din Vederea Tabelar\u0103.<\/p>\n<p>Click pe link, iar arhiva \u00ee\u021bi va fi desc\u0103rcat\u0103 \u00een calculator<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49871 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.19.36.png\" alt=\"\" width=\"2080\" height=\"1140\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.19.36.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.19.36-300x164.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.19.36-1024x561.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.19.36-768x421.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.19.36-1536x842.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.19.36-2048x1122.png 2048w\" sizes=\"auto, (max-width: 2080px) 100vw, 2080px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ca s\u0103 ai acces la aceast\u0103 func\u021bionalitate, trebuie fie s\u0103 ai rol de administrator \u00een sistem, fie s\u0103 ai drepturi de export conferite prin add-on-ul Drepturile utilizatorilor. \ufeff Documentele din modulele Ofertare\/ Facturare\/ Comenzi\/ Avize\/ Fi\u0219\u0103 de servicii\/ Proces verbal de primire pot fi exportate \u00een mas\u0103 din doar c\u00e2teva click-uri. \u00cen exemplul de mai [&hellip;]<\/p>\n","protected":false},"author":108,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2527,2521],"tags":[],"class_list":["post-49856","post","type-post","status-publish","format-standard","hentry","category-export-salvare-date","category-introducere-si-descarcare-de-date"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - 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