{"id":8724,"date":"2021-06-09T20:08:57","date_gmt":"2021-06-09T13:08:57","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8724"},"modified":"2021-07-06T15:45:45","modified_gmt":"2021-07-06T08:45:45","slug":"crm-tinh-toan-loi-nhuan","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-tinh-toan-loi-nhuan\/","title":{"rendered":"[CRM] T\u00ednh to\u00e1n l\u1ee3i nhu\u1eadn"},"content":{"rendered":"
\n

\u0110\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c tr\u01b0\u1eddng trong bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM<\/h3>\n
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Nh\u1ea5p v\u00e0o CRM> C\u00e0i \u0111\u1eb7t> C\u00e0i \u0111\u1eb7t bi\u1ec3u m\u1eabu v\u00e0 b\u00e1o c\u00e1o> Tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh.<\/strong><\/div>\n
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\u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft – C\u00e1c tr\u01b0\u1eddng & bi\u1ec3u m\u1eabu t\u00f9y ch\u1ec9nh trong b\u1ea3n ghi CRM.<\/div>\n
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Nh\u1ea5p v\u00e0o n\u00fat Add field<\/b>\u00a0\u0111\u1ec3 t\u1ea1o c\u00e1c tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh cho giao d\u1ecbch.<\/div>\n
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T\u1ea1o hai tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh. \u0110\u1eb7t t\u00ean cho ch\u00fang l\u00e0 “Chi ph\u00ed” v\u00e0 “L\u1ee3i nhu\u1eadn”. Ch\u1ecdn lo\u1ea1i Number<\/b> cho c\u1ea3 hai tr\u01b0\u1eddng n\u00e0y.<\/p>\n

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Th\u00eam m\u1ed9t giao d\u1ecbch m\u1edbi v\u00e0 m\u1edf n\u00f3. Trong ph\u1ea7n Gi\u1edbi thi\u1ec7u v\u1ec1 giao d\u1ecbch, nh\u1ea5p v\u00e0o Select field<\/b>\u00a0> ch\u1ecdn tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh L\u1ee3i nhu\u1eadn<\/strong> v\u00e0 Chi ph\u00ed<\/strong>.<\/p>\n

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Nh\u1ea5p v\u00e0o n\u00fat b\u00e1nh r\u0103ng c\u01b0a<\/strong> b\u00ean c\u1ea1nh tr\u01b0\u1eddng Chi ph\u00ed<\/strong>> nh\u1ea5p v\u00e0o Ch\u1ec9nh s\u1eeda c\u00e0i \u0111\u1eb7t<\/strong>.<\/p>\n

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\u0110\u00e1nh d\u1ea5u tr\u01b0\u1eddng l\u00e0 “b\u1eaft bu\u1ed9c” b\u1eaft \u0111\u1ea7u v\u1edbi giai \u0111o\u1ea1n th\u1ee9 hai. L\u01b0u thay \u0111\u1ed5i.<\/p>\n

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\u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft – \u0110\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c tr\u01b0\u1eddng b\u1eaft bu\u1ed9c cho t\u1eebng giai \u0111o\u1ea1n.<\/div>\n

\u0110\u1ecbnh c\u1ea5u h\u00ecnh quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a<\/h2>\n
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Nh\u1ea5p v\u00e0o T\u1ef1 \u0111\u1ed9ng h\u00f3a<\/strong>.<\/div>\n
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Nh\u1ea5p v\u00e0o\u00a0Configure automation rules<\/b>> th\u00eam quy t\u1eafc Edit element<\/b> t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0o giai \u0111o\u1ea1n th\u1ecfa thu\u1eadn th\u1ee9 hai.<\/p>\n

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X\u00f3a tr\u01b0\u1eddng T\u00ean<\/strong>> ch\u1ecdn tr\u01b0\u1eddng L\u1ee3i nhu\u1eadn<\/strong>.<\/p>\n

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Nh\u1eadp =<\/strong> trong l\u1ee3i nhu\u1eadn> tr\u00ean n\u00fat menu b\u00ean c\u1ea1nh tr\u01b0\u1eddng> Giao d\u1ecbch> Thu nh\u1eadp<\/strong>. Sau \u0111\u00f3 g\u00f5 -> ch\u1ecdn tr\u01b0\u1eddng Chi ph\u00ed<\/strong>.<\/p>\n

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N\u1ebfu b\u1ea1n kh\u00f4ng m\u1eafc l\u1ed7i, gi\u00e1 tr\u1ecb tr\u01b0\u1eddng L\u1ee3i nhu\u1eadn s\u1ebd l\u00e0 ={{Income}}-{{Expenses}}<\/b>. L\u01b0u thay \u0111\u1ed5i.<\/p>\n

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C\u00e1ch th\u1ee9c ho\u1ea1t \u0111\u1ed9ng<\/h2>\n

Sau khi t\u1ea1o th\u1ecfa thu\u1eadn, h\u00e3y th\u00eam c\u00e1c s\u1ea3n ph\u1ea9m m\u00e0 kh\u00e1ch h\u00e0ng \u0111\u00e3 ch\u1ecdn.<\/p>\n

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Khi chuy\u1ec3n giao d\u1ecbch sang giai \u0111o\u1ea1n th\u1ee9 hai, b\u1ea1n c\u1ea7n th\u00eam th\u00f4ng tin v\u1ec1 c\u00e1c kho\u1ea3n chi ph\u00ed.<\/p>\n

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Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t v\u00e0 tr\u01b0\u1eddng L\u1ee3i nhu\u1eadn<\/strong> \u0111\u00e3 ho\u00e0n t\u1ea5t.<\/p>\n

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B\u1ea1n c\u00f3 th\u1ec3 ki\u1ec3m tra xem quy t\u1eafc T\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u00e3 \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t ch\u01b0a trong ph\u1ea7n Automation<\/b>:<\/p>\n

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B\u00e1o c\u00e1o l\u1ee3i nhu\u1eadn<\/h2>\n

Chuy\u1ec3n \u0111\u1ebfn ph\u1ea7n B\u00e1o c\u00e1o<\/strong>> nh\u1ea5p v\u00e0o Th\u00eam b\u00e1o c\u00e1o<\/strong>.<\/p>\n

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Th\u00eam c\u00e1c tr\u01b0\u1eddng Chi ph\u00ed<\/strong> v\u00e0 L\u1ee3i nhu\u1eadn<\/strong>. L\u01b0u thay \u0111\u1ed5i.<\/p>\n

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\u0110\u00f3 l\u00e0 c\u00e1ch b\u00e1o c\u00e1o s\u1ebd tr\u00f4ng nh\u01b0 th\u1ebf n\u00e0o:<\/p>\n

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<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

\u0110\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c tr\u01b0\u1eddng trong bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM Nh\u1ea5p v\u00e0o CRM> C\u00e0i \u0111\u1eb7t> C\u00e0i \u0111\u1eb7t bi\u1ec3u m\u1eabu v\u00e0 b\u00e1o c\u00e1o> Tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh. \u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft – C\u00e1c tr\u01b0\u1eddng & bi\u1ec3u m\u1eabu t\u00f9y ch\u1ec9nh trong b\u1ea3n ghi CRM. Nh\u1ea5p v\u00e0o n\u00fat Add field\u00a0\u0111\u1ec3 t\u1ea1o c\u00e1c tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh cho giao […]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8724","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8724","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8724"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8724\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8724"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8724"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}