{"id":230,"date":"2025-01-29T08:21:44","date_gmt":"2025-01-29T08:21:44","guid":{"rendered":"https:\/\/support.atlas-premium.eu\/?post_type=docs&#038;p=230"},"modified":"2025-01-29T09:34:49","modified_gmt":"2025-01-29T09:34:49","password":"","slug":"customer-management-guidelines","status":"publish","type":"docs","link":"https:\/\/support.atlas-premium.eu\/lv\/docs\/customer-management-guidelines\/","title":{"rendered":"Klientu p\u0101rvald\u012bbas vadl\u012bnijas"},"content":{"rendered":"<h4 class=\"wp-block-heading\"><strong>1.\u00a0Pievienojiet klientu<\/strong><\/h4>\n\n\n\n<p>Lai pievienotu jaunu klientu, dodieties uz <strong>Klienti<\/strong> sada\u013cu un atlasiet <strong>Pievienot klientu<\/strong>. Aizpildiet \u0161\u0101du inform\u0101ciju:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pamatinform\u0101cija<\/strong>: ietver t\u0101dus laukus k\u0101 uz\u0146\u0113muma nosaukums, pasta indekss, adrese, pilnvarot\u0101 kontaktinform\u0101cija, nodok\u013cu inform\u0101cija un tirdzniec\u012bbas licences aug\u0161upiel\u0101de.<\/li>\n\n\n\n<li><strong>Pieteik\u0161an\u0101s inform\u0101cija<\/strong>: iestatiet klienta pieteik\u0161an\u0101s e-pastu un paroli.<\/li>\n\n\n\n<li><strong>Papildu opcijas<\/strong>: Nor\u0101diet s\u016bt\u012bjuma dokumentus, v\u0113lamo val\u016btu, \u012bpa\u0161\u0101s iepako\u0161anas pras\u012bbas utt.<\/li>\n<\/ul>\n\n\n\n<p>Kad visi lauki ir aizpild\u012bti, noklik\u0161\u0137iniet uz <strong>Izveidot kontu<\/strong> lai gl\u0101btu jauno klientu.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>2. Skat\u012bt klientus<\/strong><\/h4>\n\n\n\n<p>In <strong>Skat\u012bt klientus<\/strong> sada\u013c\u0101 varat redz\u0113t eso\u0161o klientu sarakstu ar galveno inform\u0101ciju, piem\u0113ram, v\u0101rdu, valsti, pils\u0113tu, kontaktpersonu un t\u0101lru\u0146a numuru.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Katram klientam pieejam\u0101s darb\u012bbas:<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Atjauniniet klienta profilu<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Mainiet vai atjauniniet klienta inform\u0101ciju, piem\u0113ram, adresi, kontaktinform\u0101ciju un citu pamatinform\u0101ciju.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Klientu pirkuma pas\u016bt\u012bjumi<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Skatiet un p\u0101rvaldiet visus ar klientu saist\u012btos pirkuma pas\u016bt\u012bjumus.<\/li>\n\n\n\n<li><strong>S\u012bk\u0101ka inform\u0101cija<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Skatiet pas\u016bt\u012bjuma atsauci, klienta v\u0101rdu, pas\u016bt\u012bjuma datumu, maks\u0101juma kan\u0101lu, veidu un statusu.<\/li>\n\n\n\n<li>Pievienojiet jaunus pirkuma pas\u016bt\u012bjumus tie\u0161i no \u0161\u012bs sada\u013cas.<\/li>\n\n\n\n<li>Detaliz\u0113tus nor\u0101d\u012bjumus skatiet rakst\u0101 par jaunu pirkuma pas\u016bt\u012bjumu izveidi.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Atbalsta bi\u013cetes<\/strong>:\n<ul class=\"wp-block-list\">\n<li>P\u0101rvaldiet klientu zi\u0146ot\u0101s probl\u0113mas un vaic\u0101jumus.<\/li>\n\n\n\n<li><strong>S\u012bk\u0101ka inform\u0101cija<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Piek\u013c\u016bstiet atv\u0113rto un atrisin\u0101to bi\u013ce\u0161u sarakstam ar t\u0101diem laukiem k\u0101 bi\u013cetes ID, t\u0113ma, izveides datums un statuss.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Finanses un r\u0113\u0137ini<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Piek\u013c\u016bstiet visiem finan\u0161u dar\u012bjumiem un r\u0113\u0137iniem, kas saist\u012bti ar klientu.<\/li>\n\n\n\n<li><strong>S\u012bk\u0101ka inform\u0101cija<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Filtr\u0113jiet r\u0113\u0137inus p\u0113c veida, gada un m\u0113ne\u0161a.<\/li>\n\n\n\n<li>Skatiet r\u0113\u0137ina numuru, datumu, izpildes datumu un statusu.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Atjaunin\u0101t licenci<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Pievienojiet vai nomainiet klienta licenci, aug\u0161upiel\u0101d\u0113jot jaunu licences att\u0113lu.<\/li>\n\n\n\n<li><strong>So\u013ci<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Noklik\u0161\u0137iniet uz \u201cIzv\u0113l\u0113ties failu\u201d, lai aug\u0161upiel\u0101d\u0113tu licenci.<\/li>\n\n\n\n<li>Saglab\u0101jiet izmai\u0146as.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Aptur\u0113t klientu<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Uz laiku aptur\u0113t klientu.<\/li>\n\n\n\n<li><strong>So\u013ci<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Lauk\u0101 \u201cAptur\u0113\u0161anas iemesls\u201d nor\u0101diet darb\u012bbas aptur\u0113\u0161anas iemeslu.<\/li>\n\n\n\n<li>Noklik\u0161\u0137iniet <strong>Aptur\u0113t klientu<\/strong> lai apstiprin\u0101tu.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>S\u016bt\u012bjuma dokumenti<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Skatiet un aug\u0161upiel\u0101d\u0113jiet klientam specifiskus s\u016bt\u012bjumu sertifik\u0101tus.<\/li>\n\n\n\n<li><strong>S\u012bk\u0101ka inform\u0101cija<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Piek\u013c\u016bstiet t\u0101diem dokumentiem k\u0101 r\u0113\u0137ini, izcelsmes sertifik\u0101ti un iepakojuma saraksti.<\/li>\n\n\n\n<li>Aug\u0161upiel\u0101d\u0113jiet vai skatiet eso\u0161os failus.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u012apa\u0161as eti\u0137etes<\/strong>:\n<ul class=\"wp-block-list\">\n<li>P\u0101rvaldiet klientam rakstur\u012bg\u0101s piel\u0101got\u0101s eti\u0137etes.<\/li>\n\n\n\n<li><strong>S\u012bk\u0101ka inform\u0101cija<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Skatiet piepras\u012bt\u0101s eti\u0137etes vai pieprasiet jaunas eti\u0137etes, noklik\u0161\u0137inot uz <strong>Piepras\u012bt \u012bpa\u0161o eti\u0137eti<\/strong>.<\/li>\n\n\n\n<li>Ievadiet inform\u0101ciju, piem\u0113ram, eti\u0137etes nosaukumu, produktus un pielikumu.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u012apa\u0161s iepakojums<\/strong>:\n<ul class=\"wp-block-list\">\n<li>P\u0101rvaldiet \u012bpa\u0161\u0101s iepako\u0161anas pras\u012bbas.<\/li>\n\n\n\n<li><strong>S\u012bk\u0101ka inform\u0101cija<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Skatiet vai pieprasiet \u012bpa\u0161o iepakojumu, noklik\u0161\u0137inot <strong>Pieprasiet \u012bpa\u0161o iepakojumu<\/strong>.<\/li>\n\n\n\n<li>Nor\u0101diet iepakojuma inform\u0101ciju un iesniedziet piepras\u012bjumu.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>P\u0101rvaldiet vair\u0101kas pieg\u0101des adreses<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Pievienojiet, redi\u0123\u0113jiet vai dz\u0113siet vair\u0101kas klienta pieg\u0101des adreses.<\/li>\n\n\n\n<li>P\u0101rliecinieties, ka tiek saglab\u0101ta prec\u012bza pieg\u0101des inform\u0101cija.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Pievienot jaunu pirkuma pas\u016bt\u012bjumu<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Tie\u0161i izveidojiet jaunus pirkuma pas\u016bt\u012bjumus klientam.<\/li>\n\n\n\n<li>Skatiet uz <strong>K\u0101 izveidot jaunu pirkuma pas\u016bt\u012bjumu<\/strong> sada\u013c\u0101 soli pa solim sniegts ce\u013cvedis.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>3. Pirkuma pas\u016bt\u012bjumu p\u0101rvald\u012bba<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Skat\u012bt pas\u016bt\u012bjuma inform\u0101ciju<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Ietver inform\u0101ciju par klientu, inform\u0101ciju par pieg\u0101di un nor\u0113\u0137iniem, inform\u0101ciju par produktu un kop\u0113jo cenu.<\/li>\n\n\n\n<li>Pieejams caur <em>acu ikona<\/em> pirk\u0161anas pas\u016bt\u012bjumu sarakst\u0101.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Avansa maks\u0101juma inform\u0101cija<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Pievienojiet vai atjauniniet maks\u0101juma procentus vai fiks\u0113t\u0101s summas.<\/li>\n\n\n\n<li>Piez\u012bmju lauks, lai nor\u0101d\u012btu ar maks\u0101jumu saist\u012btus koment\u0101rus.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Pas\u016bt\u012bjuma statuss<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Atjauniniet pas\u016bt\u012bjuma pa\u0161reiz\u0113jo statusu (piem\u0113ram, Apstiprin\u0101t vai Gaida).<\/li>\n\n\n\n<li>Pievienojiet piez\u012bmes statusa atjaunin\u0101jumiem.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Kopsavilkums<\/strong><\/h3>\n\n\n\n<p>Veicot \u0161\u012bs darb\u012bbas un darbpl\u016bsmas, varat efekt\u012bvi p\u0101rvald\u012bt klientu profilus, vi\u0146u pirkumu pas\u016bt\u012bjumus un saist\u012bt\u0101s darb\u012bbas.<\/p>","protected":false},"excerpt":{"rendered":"<p>1. Add Customer To add a new customer, navigate to the Customers section and select Add Customer. Fill in the [&hellip;]<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[34],"doc_tag":[],"class_list":["post-230","docs","type-docs","status-publish","hentry","doc_category-customer-management"],"year_month":"2026-04","word_count":481,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Atlas Premium","author_nicename":"atlassystem","author_url":"https:\/\/support.atlas-premium.eu\/lv\/author\/atlassystem\/"},"doc_category_info":[{"term_name":"Customer Management","term_url":"https:\/\/support.atlas-premium.eu\/lv\/docs-category\/customer-management\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/docs\/230","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/comments?post=230"}],"version-history":[{"count":5,"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/docs\/230\/revisions"}],"predecessor-version":[{"id":243,"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/docs\/230\/revisions\/243"}],"wp:attachment":[{"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/media?parent=230"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/doc_category?post=230"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/support.atlas-premium.eu\/lv\/wp-json\/wp\/v2\/doc_tag?post=230"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}