{"id":2718,"date":"2025-12-06T08:38:57","date_gmt":"2025-12-06T08:38:57","guid":{"rendered":"https:\/\/docs.quantri.online\/?docs=users-guide\/core-modules\/bm_quotes"},"modified":"2026-07-13T10:29:52","modified_gmt":"2026-07-13T10:29:52","slug":"bm_quotes","status":"publish","type":"docs","link":"https:\/\/docs.quantri.online\/?docs=users-guide\/core-modules\/bm_quotes","title":{"rendered":"B\u00e1o gi\u00e1"},"content":{"rendered":"\n

Module B\u00e1o Gi\u00e1 (Quotes) trong h\u1ec7 th\u1ed1ng CRM \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 qu\u1ea3n l\u00fd v\u00e0 theo d\u00f5i c\u00e1c b\u00e1o gi\u00e1 g\u1eedi cho kh\u00e1ch h\u00e0ng. H\u1ec7 th\u1ed1ng h\u1ed7 tr\u1ee3 3 lo\u1ea1i b\u00e1o gi\u00e1 ch\u00ednh:\u00a0B\u00e1o gi\u00e1 B\u00e1n h\u00e0ng<\/strong>,\u00a0B\u00e1o gi\u00e1 Cho thu\u00ea (Rental)<\/strong>\u00a0v\u00e0\u00a0B\u00e1o gi\u00e1 Thu\u00ea Gi\u00e1 \u1ea4n (TGA)<\/strong>.<\/p>\n\n\n\n

1. Ph\u00e2n lo\u1ea1i B\u00e1o gi\u00e1<\/h2>\n\n\n\n
    \n
  • B\u00e1o gi\u00e1 B\u00e1n h\u00e0ng:<\/strong>\u00a0D\u00e0nh cho vi\u1ec7c b\u00e1n c\u00e1c s\u1ea3n ph\u1ea9m, v\u1eadt t\u01b0, thi\u1ebft b\u1ecb v\u1edbi c\u00e1c th\u00f4ng tin s\u1ed1 l\u01b0\u1ee3ng, \u0111\u01a1n gi\u00e1, chi\u1ebft kh\u1ea5u, thu\u1ebf VAT.<\/li>\n\n\n\n
  • B\u00e1o gi\u00e1 Thu\u00ea (Rental):<\/strong>\u00a0D\u00e0nh cho d\u1ecbch v\u1ee5 cho thu\u00ea m\u00e1y m\u00f3c, thi\u1ebft b\u1ecb. C\u1ea5u tr\u00fac gi\u00e1 bao g\u1ed3m ph\u00ed thu\u00ea c\u1ed1 \u0111\u1ecbnh, ti\u1ec1n c\u1ecdc v\u00e0 ph\u00ed b\u1ea3n ch\u1ee5p (click charge) cho c\u00e1c b\u1ea3n in v\u01b0\u1ee3t m\u1ee9c ho\u1eb7c mi\u1ec5n ph\u00ed.<\/li>\n\n\n\n
  • B\u00e1o gi\u00e1 Thu\u00ea Gi\u00e1 \u1ea4n (TGA):<\/strong>\u00a0D\u00e0nh cho m\u00f4 h\u00ecnh t\u00ednh ti\u1ec1n theo b\u1ea3n in (Click charge) thu\u1ea7n t\u00fay ho\u1eb7c c\u00f3 k\u1ebft h\u1ee3p ph\u00ed c\u1ed1 \u0111\u1ecbnh, h\u1ed7 tr\u1ee3 chi ti\u1ebft c\u00e1c lo\u1ea1i b\u1ea3n in (\u0111en tr\u1eafng\/m\u00e0u), ph\u00ed v\u01b0\u1ee3t tr\u1ed9i, ph\u1ea7n tr\u1ea3 tr\u01b0\u1edbc, s\u1ed1 th\u00e1ng mi\u1ec5n ph\u00ed, v.v.<\/li>\n<\/ul>\n\n\n\n

    2. C\u00e1ch t\u1ea1o m\u1edbi B\u00e1o gi\u00e1<\/h2>\n\n\n\n

    Ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 t\u1ea1o c\u00e1c lo\u1ea1i b\u00e1o gi\u00e1 t\u01b0\u01a1ng \u1ee9ng t\u1eeb thanh Menu c\u1ee7a Module ho\u1eb7c trong m\u00e0n h\u00ecnh Qu\u1ea3n l\u00fd B\u00e1o gi\u00e1:<\/p>\n\n\n\n

      \n
    • Nh\u1ea5p v\u00e0o\u00a0T\u1ea1o B\u00e1o gi\u00e1<\/strong>\u00a0\u0111\u1ec3 l\u00e0m b\u00e1o gi\u00e1 b\u00e1n ti\u00eau chu\u1ea9n.<\/li>\n\n\n\n
    • Nh\u1ea5p v\u00e0o\u00a0T\u1ea1o B\u00e1o gi\u00e1 Thu\u00ea<\/strong>\u00a0\u0111\u1ec3 l\u00e0m b\u00e1o gi\u00e1 cho thu\u00ea thi\u1ebft b\u1ecb.<\/li>\n\n\n\n
    • Nh\u1ea5p v\u00e0o\u00a0T\u1ea1o B\u00e1o gi\u00e1 TGA<\/strong>\u00a0\u0111\u1ec3 l\u00e0m b\u00e1o gi\u00e1 theo m\u00f4 h\u00ecnh TGA.<\/li>\n<\/ul>\n\n\n\n

      2.1. C\u1eadp nh\u1eadt Th\u00f4ng tin chung (Quote Information)<\/h3>\n\n\n\n

      Ph\u1ea7n n\u00e0y \u00e1p d\u1ee5ng cho m\u1ecdi lo\u1ea1i b\u00e1o gi\u00e1:<\/p>\n\n\n\n

        \n
      • T\u00ean b\u00e1o gi\u00e1:<\/strong>\u00a0\u0110\u1eb7t t\u00ean m\u00f4 t\u1ea3 ng\u1eafn g\u1ecdn (VD: B\u00e1o gi\u00e1 m\u00e1y in Ricoh ABC).<\/li>\n\n\n\n
      • Giai \u0111o\u1ea1n b\u00e1o gi\u00e1 (Stage):<\/strong>\u00a0Tr\u1ea1ng th\u00e1i hi\u1ec7n t\u1ea1i c\u1ee7a b\u00e1o gi\u00e1 (B\u1ea3n nh\u00e1p, \u0110\u00e3 g\u1eedi, \u0110\u00e3 ch\u1ed1t, H\u1ee7y, …).<\/li>\n\n\n\n
      • Ng\u00e0y b\u00e1o gi\u00e1:<\/strong>\u00a0Ng\u00e0y l\u1eadp t\u00e0i li\u1ec7u b\u00e1o gi\u00e1.<\/li>\n\n\n\n
      • C\u00f3 hi\u1ec7u l\u1ef1c \u0111\u1ebfn \/ Ng\u00e0y k\u1ebft th\u00fac:<\/strong>\u00a0Th\u1eddi h\u1ea1n c\u1ee7a b\u00e1o gi\u00e1 n\u00e0y.<\/li>\n\n\n\n
      • Lo\u1ea1i b\u00e1o gi\u00e1:<\/strong>\u00a0Ph\u00e2n lo\u1ea1i h\u1ec7 th\u1ed1ng (B\u00e1n, Thu\u00ea, TGA).<\/li>\n\n\n\n
      • \u0110i\u1ec1u kho\u1ea3n thanh to\u00e1n & Ph\u01b0\u01a1ng th\u1ee9c thanh to\u00e1n:<\/strong>\u00a0C\u00e1c r\u00e0ng bu\u1ed9c v\u1ec1 thanh to\u00e1n v\u1edbi kh\u00e1ch.<\/li>\n<\/ul>\n\n\n\n

        2.2. C\u1eadp nh\u1eadt Th\u00f4ng tin Kh\u00e1ch h\u00e0ng (Account Information)<\/h3>\n\n\n\n
          \n
        • Kh\u00e1ch h\u00e0ng:<\/strong>\u00a0Ch\u1ecdn t\u1eeb c\u01a1 s\u1edf d\u1eef li\u1ec7u kh\u00e1ch h\u00e0ng (Accounts). Khi ch\u1ecdn, h\u1ec7 th\u1ed1ng s\u1ebd t\u1ef1 \u0111\u1ed9ng \u0111i\u1ec1n c\u00e1c th\u00f4ng tin:\u00a0M\u00e3 KH, MST, \u0110\u1ecba ch\u1ec9, S\u0110T, Email, Fax<\/em>.<\/li>\n\n\n\n
        • Li\u00ean h\u1ec7:<\/strong>\u00a0Ng\u01b0\u1eddi tr\u1ef1c ti\u1ebfp nh\u1eadn b\u00e1o gi\u00e1 (c\u00f3 th\u1ec3 ch\u1ecdn Li\u00ean h\u1ec7 c\u00f3 s\u1eb5n ho\u1eb7c g\u00f5 v\u00e0o \u00f4 “K\u00ednh g\u1eedi”).<\/li>\n\n\n\n
        • Li\u00ean k\u1ebft nghi\u1ec7p v\u1ee5:<\/strong>\u00a0C\u00f3 th\u1ec3 ch\u1ecdn li\u00ean k\u1ebft b\u00e1o gi\u00e1 n\u00e0y v\u1edbi\u00a0C\u01a1 h\u1ed9i (Opportunity)<\/strong>,\u00a0Cu\u1ed9c g\u1ecdi (Call)<\/strong>\u00a0ho\u1eb7c\u00a0Cu\u1ed9c g\u1eb7p (Meeting)<\/strong>\u00a0n\u1ebfu c\u00f3, gi\u00fap d\u1ec5 d\u00e0ng theo d\u00f5i ngu\u1ed3n g\u1ed1c c\u1ee7a b\u00e1o gi\u00e1.NOTEKhi b\u00e1o gi\u00e1 \u0111\u01b0\u1ee3c li\u00ean k\u1ebft v\u1edbi m\u1ed9t C\u01a1 h\u1ed9i, x\u00e1c su\u1ea5t th\u1ea5t b\u1ea1i c\u1ee7a C\u01a1 h\u1ed9i \u0111\u00f3 s\u1ebd \u0111\u01b0\u1ee3c h\u1ec7 th\u1ed1ng t\u1ef1 \u0111\u1ed9ng tr\u1ea3 v\u1ec1 0%.<\/li>\n<\/ul>\n\n\n\n

          2.3. C\u1eadp nh\u1eadt Th\u00f4ng tin K\u1ef9 thu\u1eadt (Technical Information)<\/h3>\n\n\n\n

          Khu v\u1ef1c n\u00e0y th\u01b0\u1eddng \u00e1p d\u1ee5ng cho b\u00e1o gi\u00e1 Thu\u00ea, TGA ho\u1eb7c d\u1ecbch v\u1ee5 s\u1eeda ch\u1eefa:<\/p>\n\n\n\n

            \n
          • Model \/ S\u1ed1 S\/N:<\/strong>\u00a0Thi\u1ebft b\u1ecb, m\u00e1y m\u00f3c li\u00ean quan.<\/li>\n\n\n\n
          • K\u1ef9 thu\u1eadt vi\u00ean \/ T\u1ed5 k\u1ef9 thu\u1eadt:<\/strong>\u00a0Ng\u01b0\u1eddi ph\u1ee5 tr\u00e1ch ki\u1ec3m tra, gi\u00e1m \u0111\u1ecbnh t\u00ecnh tr\u1ea1ng thi\u1ebft b\u1ecb.<\/li>\n\n\n\n
          • Li\u00ean k\u1ebft v\u1edbi c\u00e1c ch\u1ee9ng t\u1eeb b\u1ed5 sung:\u00a0H\u1ee3p \u0111\u1ed3ng, Phi\u1ebfu DVKT, Phi\u1ebfu Nh\u1eadn-Tr\u1ea3 m\u00e1y, Ng\u00e0y gi\u00e1m \u0111\u1ecbnh, S\u1ed1 Meter<\/em>.<\/li>\n<\/ul>\n\n\n\n

            3. Chi ti\u1ebft B\u00e1o gi\u00e1 (Line Items)<\/h2>\n\n\n\n

            C\u00e1ch nh\u1eadp li\u1ec7u ph\u1ea7n chi ti\u1ebft ph\u1ee5 thu\u1ed9c v\u00e0o lo\u1ea1i b\u00e1o gi\u00e1:<\/p>\n\n\n\n

            3.1. \u0110\u1ed1i v\u1edbi B\u00e1o gi\u00e1 B\u00e1n h\u00e0ng<\/h3>\n\n\n\n
              \n
            • B\u1ea5m th\u00eam d\u00f2ng \u0111\u1ec3 ch\u1ecdn S\u1ea3n ph\u1ea9m.<\/li>\n\n\n\n
            • Nh\u1eadp\u00a0S\u1ed1 l\u01b0\u1ee3ng<\/strong>,\u00a0\u0110\u01a1n gi\u00e1<\/strong>, h\u1ec7 th\u1ed1ng s\u1ebd t\u1ef1 \u0111\u1ed9ng t\u00ednh to\u00e1n\u00a0Th\u00e0nh ti\u1ec1n<\/strong>.<\/li>\n\n\n\n
            • C\u00f3 th\u1ec3 nh\u1eadp th\u00eam\u00a0% Gi\u1ea3m gi\u00e1<\/strong>,\u00a0VAT<\/strong>, ho\u1eb7c th\u00f4ng tin v\u1ec1\u00a0Bottomline<\/strong>\u00a0(chi\u1ebft kh\u1ea5u n\u1ed9i b\u1ed9 \/ gi\u00e1 v\u1ed1n) \u0111\u1ec3 theo d\u00f5i l\u1ee3i nhu\u1eadn.<\/li>\n<\/ul>\n\n\n\n

              3.2. \u0110\u1ed1i v\u1edbi B\u00e1o gi\u00e1 Thu\u00ea (Rental) & TGA<\/h3>\n\n\n\n
                \n
              • Th\u00f4ng tin thi\u1ebft b\u1ecb:<\/strong>\u00a0Ch\u1ecdn thi\u1ebft b\u1ecb cho thu\u00ea v\u00e0 s\u1ed1 l\u01b0\u1ee3ng.<\/li>\n\n\n\n
              • Ti\u1ec1n c\u1ecdc & Ph\u00ed thu\u00ea t\u1ed1i thi\u1ec3u:<\/strong>\u00a0Thi\u1ebft l\u1eadp chi ph\u00ed ban \u0111\u1ea7u\/h\u00e0ng th\u00e1ng.<\/li>\n\n\n\n
              • C\u1ea5u h\u00ecnh Click Charge (Ph\u00ed b\u1ea3n ch\u1ee5p):<\/strong>\n
                  \n
                • M\u1ee9c b\u1ea3n in mi\u1ec5n ph\u00ed (\u0110en tr\u1eafng \/ M\u00e0u).<\/li>\n\n\n\n
                • \u0110\u01a1n gi\u00e1 cho m\u1ed7i b\u1ea3n in v\u01b0\u1ee3t m\u1ee9c (Surpass charge) cho \u0110en tr\u1eafng v\u00e0 M\u00e0u.<\/li>\n\n\n\n
                • Ph\u00ed t\u1ed1i thi\u1ec3u h\u00e0ng th\u00e1ng (Minimum charge).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                • Th\u00f4ng tin n\u00e2ng cao (\u0111\u1eb7c tr\u01b0ng cho b\u00e1o gi\u00e1 TGA):<\/strong>\n
                    \n
                  • T\u00edch h\u1ee3p t\u00ednh n\u0103ng t\u00ednh Ph\u00ed TGA tr\u1ea3 tr\u01b0\u1edbc ho\u1eb7c TGA mi\u1ec5n ph\u00ed.<\/li>\n\n\n\n
                  • S\u1ed1 th\u00e1ng mi\u1ec5n ph\u00ed (G\u1ed9p v\u00e0o \u0111\u01a1n gi\u00e1 ho\u1eb7c C\u00f4ng ty t\u1eb7ng cho kh\u00e1ch).<\/li>\n\n\n\n
                  • T\u1ef7 l\u1ec7 gi\u1ea3m tr\u1eeb, Bottomline k\u1ef9 thu\u1eadt.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

                    4. C\u00e1c ti\u1ec7n \u00edch & Thao t\u00e1c chuy\u1ec3n \u0111\u1ed5i<\/h2>\n\n\n\n

                    Sau khi b\u00e1o gi\u00e1 \u0111\u01b0\u1ee3c l\u01b0u v\u00e0 kh\u00e1ch h\u00e0ng ch\u1ea5p thu\u1eadn, h\u1ec7 th\u1ed1ng h\u1ed7 tr\u1ee3 c\u00e1c t\u00ednh n\u0103ng chuy\u1ec3n \u0111\u1ed5i nhanh (Convert) \u0111\u1ec3 \u0111\u1ea9y nhanh lu\u1ed3ng quy tr\u00ecnh nghi\u1ec7p v\u1ee5:<\/p>\n\n\n\n

                      \n
                    • T\u1ea1o H\u1ee3p \u0111\u1ed3ng (Create Contract):<\/strong>\u00a0Chuy\u1ec3n to\u00e0n b\u1ed9 th\u00f4ng tin B\u00e1o gi\u00e1 (Kh\u00e1ch h\u00e0ng, Thi\u1ebft b\u1ecb, Gi\u00e1 thu\u00ea, Click charge) th\u00e0nh H\u1ee3p \u0111\u1ed3ng ch\u00ednh th\u1ee9c.<\/li>\n\n\n\n
                    • T\u1ea1o H\u00f3a \u0111\u01a1n (Convert to Invoice):<\/strong>\u00a0L\u1eadp h\u00f3a \u0111\u01a1n\/\u0111\u1ec1 ngh\u1ecb thanh to\u00e1n tr\u1ef1c ti\u1ebfp t\u1eeb c\u00e1c h\u1ea1ng m\u1ee5c c\u1ee7a b\u00e1o gi\u00e1.<\/li>\n\n\n\n
                    • T\u1ea1o C\u01a1 h\u1ed9i (Create Opportunity):<\/strong>\u00a0Trong tr\u01b0\u1eddng h\u1ee3p b\u00e1o gi\u00e1 \u0111\u01b0\u1ee3c l\u1eadp m\u1edbi m\u00e0 ch\u01b0a qua C\u01a1 h\u1ed9i, c\u00f3 th\u1ec3 t\u1ea1o ng\u01b0\u1ee3c l\u1ea1i C\u01a1 h\u1ed9i \u0111\u1ec3 theo d\u00f5i doanh thu (Pipeline).<\/li>\n<\/ul>\n\n\n\n

                      TIP<\/p>\n\n\n\n

                      Vi\u1ec7c s\u1eed d\u1ee5ng c\u00e1c ch\u1ee9c n\u0103ng Convert n\u00e0y gi\u00fap ti\u1ebft ki\u1ec7m th\u1eddi gian nh\u1eadp li\u1ec7u l\u1ea1i t\u1eeb \u0111\u1ea7u, \u0111\u1ed3ng th\u1eddi \u0111\u1ea3m b\u1ea3o t\u00ednh \u0111\u1ed3ng nh\u1ea5t d\u1eef li\u1ec7u tuy\u1ec7t \u0111\u1ed1i gi\u1eefa B\u00e1o gi\u00e1, H\u1ee3p \u0111\u1ed3ng v\u00e0 H\u00f3a \u0111\u01a1n.<\/p>\n\n\n\n

                      5. L\u01b0u \u00fd chung<\/h2>\n\n\n\n

                      IMPORTANT<\/p>\n\n\n\n

                        \n
                      • C\u00e1c tr\u01b0\u1eddng c\u00f3 d\u1ea5u sao (*) m\u00e0u \u0111\u1ecf l\u00e0 tr\u01b0\u1eddng b\u1eaft bu\u1ed9c, c\u1ea7n \u0111i\u1ec1n \u0111\u1ea7y \u0111\u1ee7 th\u00f4ng tin tr\u01b0\u1edbc khi ch\u1ecdn\u00a0L\u01b0u<\/strong>.<\/li>\n\n\n\n
                      • C\u1ea5u h\u00ecnh m\u1ee9c\u00a0Click Charge<\/strong>\u00a0\u1edf c\u00e1c b\u00e1o gi\u00e1 Thu\u00ea\/TGA s\u1ebd l\u00e0 tham s\u1ed1 r\u1ea5t quan tr\u1ecdng \u0111\u1ec3 h\u1ec7 th\u1ed1ng t\u00ednh to\u00e1n chi ph\u00ed B\u1ea3n in h\u00e0ng th\u00e1ng v\u00e0 ch\u1ed1t s\u1ed1 li\u1ec7u sau n\u00e0y. Vui l\u00f2ng r\u00e0 so\u00e1t l\u1ea1i k\u1ef9 c\u00e1c \u0111\u1ecbnh m\u1ee9c\u00a0B\u1ea3n in mi\u1ec5n ph\u00ed<\/strong>,\u00a0Gi\u00e1 v\u01b0\u1ee3t m\u1ee9c<\/strong>\u00a0v\u00e0\u00a0Ph\u00ed t\u1ed1i thi\u1ec3u<\/strong>\u00a0\u0111\u1ec3 tr\u00e1nh sai s\u00f3t doanh thu.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                        Module B\u00e1o Gi\u00e1 (Quotes) trong h\u1ec7 th\u1ed1ng CRM \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 qu\u1ea3n l\u00fd v\u00e0 theo d\u00f5i c\u00e1c b\u00e1o gi\u00e1 g\u1eedi cho kh\u00e1ch h\u00e0ng. H\u1ec7 th\u1ed1ng h\u1ed7 tr\u1ee3 3 lo\u1ea1i b\u00e1o gi\u00e1 ch\u00ednh:\u00a0B\u00e1o gi\u00e1 B\u00e1n h\u00e0ng,\u00a0B\u00e1o gi\u00e1 Cho thu\u00ea (Rental)\u00a0v\u00e0\u00a0B\u00e1o gi\u00e1 Thu\u00ea Gi\u00e1 \u1ea4n (TGA). 1. Ph\u00e2n lo\u1ea1i B\u00e1o gi\u00e1 2. C\u00e1ch t\u1ea1o m\u1edbi B\u00e1o […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":305,"menu_order":21,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-2718","docs","type-docs","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs\/2718","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2718"}],"version-history":[{"count":5,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs\/2718\/revisions"}],"predecessor-version":[{"id":3288,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs\/2718\/revisions\/3288"}],"up":[{"embeddable":true,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs\/305"}],"wp:attachment":[{"href":"https:\/\/docs.quantri.online\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2718"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=2718"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}