{"id":57058,"date":"2021-06-09T10:02:55","date_gmt":"2021-06-09T10:02:55","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=57058"},"modified":"2025-09-11T06:58:39","modified_gmt":"2025-09-11T06:58:39","slug":"how-to-work-with-items-in-jobs-2","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/manual\/how-to-work-with-items-in-jobs-2\/","title":{"rendered":"Jak pracovat s polo\u017ekami v zak\u00e1zce"},"content":{"rendered":"\n\n[et_pb_section fb_built=“1″ _builder_version=“3.22″][et_pb_row column_structure=“3_4,1_4″ module_class=“ et_pb_row_fullwidth“ _builder_version=“3.25″ width=“89%“ width_tablet=“80%“ width_phone=““ width_last_edited=“on|desktop“ max_width=“89%“ max_width_tablet=“80%“ max_width_phone=““ max_width_last_edited=“on|desktop“ custom_padding=“27px|0px|27px|0|false|false“ make_fullwidth=“on“][et_pb_column type=“3_4″ _builder_version=“3.25″ custom_padding=“|||“ custom_padding__hover=“|||“][et_pb_text _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“]

Jak pracovat s polo\u017ekami v zak\u00e1zce<\/h3>[\/et_pb_text][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“ hover_enabled=“0″ sticky_enabled=“0″]

Je velmi d\u016fle\u017eit\u00e9 v\u011bd\u011bt, jak pracovat s polo\u017ekami v zak\u00e1zce. Polo\u017eky p\u0159edstavuj\u00ed extern\u00ed n\u00e1klady nebo pracovn\u00ed hodiny pro klienta. <\/span>Jednou z nejv\u011bt\u0161\u00edch v\u00fdhod polo\u017eek v zak\u00e1zce je, \u017ee m\u016f\u017eete sledovat stav ka\u017ed\u00e9 polo\u017eky zvl\u00e1\u0161\u0165. M\u016f\u017eete zkontrolovat, zda byly vy\u00fa\u010dtov\u00e1ny extern\u00ed n\u00e1klady, nebo zda byly v\u0161echny pracovn\u00ed hodiny klienta spr\u00e1vn\u011b vyfakturov\u00e1ny. <\/strong><\/p>\n

Pozn\u00e1mka: Polo\u017eky v zak\u00e1zce jsou ve v\u00fdchoz\u00edm nastaven\u00ed vypnut\u00e9, pokud je chcete aktivovat \u2013 kontaktujte lok\u00e1ln\u00edho partnera nebo podporu.<\/em><\/p>\n

Poj\u010fme se pod\u00edvat na dva r\u016fzn\u00e9 zp\u016fsoby, jak vytvo\u0159it nov\u00e9 polo\u017eky v zak\u00e1zce a jak sp\u00e1rovat jakoukoli objedn\u00e1vku, fakturu nebo jin\u00fd dokument se spr\u00e1vnou polo\u017ekou.<\/b><\/p>[\/et_pb_text][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

Prvn\u00ed metoda – vytvo\u0159en\u00ed polo\u017eek z klientsk\u00e9ho rozpo\u010dtu<\/strong><\/p>[\/et_pb_text][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

Jakmile vytvo\u0159\u00edte zak\u00e1zku, vytvo\u0159te nov\u00fd klientsk\u00fd rozpo\u010det p\u0159\u00edmo z pohledu zak\u00e1zky.<\/strong><\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-9.58.02.png“ title_text=“new-sales-quotation“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|253px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

V klientsk\u00e9m rozpo\u010dtu p\u0159ejd\u011bte do tabulky a vypl\u0148te informace o polo\u017ek\u00e1ch. Ve sloupci \u2013 N\u00e1le\u017e\u00ed k \u2026 nezapome\u0148te p\u0159et\u00e1hnout \u0159\u00e1dek s n\u00e1zvem z\u00e1kazky do ostatn\u00edch polo\u017eek. <\/strong>Tato funkce je podobn\u00e1 jako u excelovsk\u00fdch tabulek.<\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-3-5.gif“ title_text=“work-with-table“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

P\u0159ed ulo\u017een\u00edm<\/strong> uvid\u00edte ve sloupci – N\u00e1le\u017e\u00ed k … pouze \u010d\u00edslo zak\u00e1zky, polo\u017eky je\u0161t\u011b nejsou vytvo\u0159eny. Na obr\u00e1zku m\u016f\u017eete vid\u011bt, \u017ee ka\u017ed\u00e1 polo\u017eka m\u00e1 identick\u00e9 \u010d\u00edslo – JOB-00063.<\/strong><\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-10.22.58.png“ title_text=“work-with-table“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

Po ulo\u017een\u00ed vid\u00edte, \u017ee ka\u017ed\u00e1 polo\u017eka v tabulce z\u00edsk\u00e1 konkr\u00e9tn\u00ed \u010d\u00edslo, kter\u00e9 p\u0159edstavuje jednotlivou polo\u017eku. Jak vid\u00edte, ka\u017ed\u00e1 polo\u017eka dostala jin\u00e9 \u010d\u00edslo. Bannery maj\u00ed \u010d\u00edslo – JOB-00063.1, Let\u00e1ky – JOB-00063.2, Noviny – JOB-00063.3 a tak d\u00e1le.<\/strong><\/p>\n

Pozn\u00e1mka: Pokud m\u00e1te nastaven\u00fd schvalovac\u00ed proces u klientsk\u00e9ho rozpo\u010dtu, polo\u017eky see vytvo\u0159\u00ed a\u017e po jeho schv\u00e1len\u00ed.<\/em><\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-10.26.15.png“ title_text=“work-with-table-items“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

V pohledu zak\u00e1zky m\u016f\u017eete vid\u011bt v\u0161echny vytvo\u0159en\u00e9 polo\u017eky. Pot\u00e9 m\u016f\u017eete jednodu\u0161e pracovat s polo\u017ekami a vytv\u00e1\u0159et na n\u011b objedn\u00e1vky, faktury atd.<\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-13.08.58.png“ title_text=“job-view“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

Poj\u010fme se pod\u00edvat na to, jak vytvo\u0159it novou dodavatelskou objedn\u00e1vku a jak j\u00ed nap\u00e1rovat na polo\u017eky.<\/strong><\/p>\n

Jakmile vypln\u00edte v\u0161echny informace o p\u0159edm\u011btech v objedn\u00e1vce, ve sloupci Nale\u017e\u00ed k … – m\u016f\u017eete jednodu\u0161e vybrat konkr\u00e9tn\u00ed polo\u017eku, se kterou bude p\u0159edm\u011bt objedn\u00e1vky sp\u00e1rov\u00e1n. Pod\u00edvejte se na GIF n\u00ed\u017ee.<\/strong><\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-5-5.gif“ title_text=“pair-items“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

M\u016f\u017eete si tak\u00e9 vybrat polo\u017eky a p\u0159\u00edmo ze zak\u00e1zky vytvo\u0159it objedn\u00e1vku, fakturu nebo jin\u00fd dokument. <\/strong>Jakmile vyberete polo\u017eky z tabulky zak\u00e1zky, data se automaticky zkop\u00edruj\u00ed do nov\u011b vytvo\u0159en\u00e9 objedn\u00e1vky, faktury atd. Pod\u00edvejte se na GIF n\u00ed\u017ee.<\/strong><\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-6-4.gif“ title_text=“job-items“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

D\u016fle\u017eit\u00e9 informace o pr\u00e1ci s klientsk\u00fdm rozpo\u010dtem<\/b><\/span><\/p>\n

1.<\/strong> Zm\u011bny v klientsk\u00e9m rozpo\u010dtu ovlivn\u00ed pouze hodnoty polo\u017eek v zak\u00e1zkov\u00e9 tabulce.<\/strong> Pokud chcete zm\u011bnit n\u00e1zev polo\u017eky, mus\u00edte jej zm\u011bnit p\u0159\u00edmo z pohledu zak\u00e1zky v tabulce.<\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-8-2.gif“ title_text=“change-job-items“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

2. Pokud chcete p\u0159idat nov\u00e9 polo\u017eky v klientsk\u00e9m rozpo\u010dtu<\/strong>, p\u0159idejte nov\u00fd \u0159\u00e1dek<\/strong> do tabulky, vypl\u0148te informace<\/strong> a ve sloupci N\u00e1le\u017e\u00ed k … vyberte pouze n\u00e1zev zak\u00e1zky<\/strong> a po ulo\u017een\u00ed syst\u00e9m automaticky vytvo\u0159\u00ed nov\u00e9 polo\u017eky v tabulce zak\u00e1zky.<\/strong> Pod\u00edvejte se na GIF n\u00ed\u017ee.<\/strong><\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-9-4.gif“ title_text=“new-job-items“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

Druh\u00e1 metoda – vytvo\u0159en\u00ed polo\u017eek p\u0159\u00edmo z tabulky zak\u00e1zky<\/strong><\/p>[\/et_pb_text][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

Jakmile vytvo\u0159\u00edte zak\u00e1zku, p\u0159ejd\u011bte na tabulku zak\u00e1zky a klikn\u011bte na – P\u0159idat novou polo\u017eku. Do pole – Jm\u00e9no – vypl\u0148te n\u00e1zev polo\u017eky. <\/strong><\/p>\n

Pozn\u00e1mka: \u0158\u00e1dek NULA nechte nevypln\u011bn\u00fd.<\/strong><\/em><\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-08-v-11.44.06.png“ title_text=“job-items-table“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″]

Cht\u011bli byste pohybovat \u0159\u00e1dkem v tabulce?<\/b><\/em><\/p>\n

Nen\u00ed probl\u00e9m.<\/i><\/p>\n

<\/i><\/p>\n

<\/i><\/p>[\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ custom_margin=“|40px|40px|||“]

Vytvo\u0159te tolik polo\u017eek, kolik chcete, a stiskn\u011bte tla\u010d\u00edtko Ulo\u017eit. Po ulo\u017een\u00ed m\u00e1te vytvo\u0159en\u00e9 nov\u00e9 polo\u017eky v zak\u00e1zce<\/strong> a m\u016f\u017eete na n\u011b vytv\u00e1\u0159et dokumenty. Pod\u00edvejte se na GIF n\u00ed\u017ee.<\/strong><\/p>[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-7-4.gif“ title_text=“job-table“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“ box_shadow_style=“preset2″]

Cht\u011bli byste pohybovat \u0159\u00e1dkem v tabulce?<\/b><\/em><\/p>\n

Nen\u00ed probl\u00e9m.<\/i><\/p>\n

<\/i><\/p>\n

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Jak pracovat s polo\u017ekami v zak\u00e1zceJe velmi d\u016fle\u017eit\u00e9 v\u011bd\u011bt, jak pracovat s polo\u017ekami v zak\u00e1zce. Polo\u017eky p\u0159edstavuj\u00ed extern\u00ed n\u00e1klady nebo pracovn\u00ed hodiny pro klienta. Jednou z nejv\u011bt\u0161\u00edch v\u00fdhod polo\u017eek v zak\u00e1zce je, \u017ee m\u016f\u017eete sledovat stav ka\u017ed\u00e9 polo\u017eky zvl\u00e1\u0161\u0165. M\u016f\u017eete zkontrolovat, zda byly vy\u00fa\u010dtov\u00e1ny extern\u00ed n\u00e1klady, nebo zda byly v\u0161echny pracovn\u00ed hodiny klienta spr\u00e1vn\u011b vyfakturov\u00e1ny. […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-57058","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t