Saltar al contenido principal

Contratos (Membresías)

Los contratos en Zauru representan las membresías de su entidad con los diferentes planes y aplicaciones contratados. Cada contrato define qué aplicaciones (módulos) tiene disponibles su entidad y por cuánto tiempo.

Planes Disponibles

Zauru ofrece diferentes planes que agrupan conjuntos de aplicaciones:

  • Servicios: Incluye Control de Acceso, Configuraciones, Contabilidad, Inventarios y Ventas.
  • Distribución: Incluye además de lo anterior, Compras.

Crear o Renovar un Contrato

Dependiendo de su membresía actual, Zauru le mostrará las opciones de:

  • Renovar: Si su membresía está por expirar.
  • Mejorar (Upgrade): Si desea agregar más aplicaciones.
  • Rebajar (Downgrade): Si desea reducir las aplicaciones.

Los pasos para crear o renovar un contrato son:

  1. Ir a "Control de Acceso".
  2. Seleccionar "Contratos".

Listado de contratos de la entidad en Zauru

  1. Seleccionar "Nuevo Contrato".
  2. Elegir el plan deseado y presionar el botón correspondiente.

Exportar Contratos

Zauru le permite exportar su historial de contratos en formato CSV o XLS. Para exportar:

  1. Ir a "Control de Acceso".
  2. Seleccionar "Contratos".
  3. Seleccionar el formato de exportación deseado (CSV o XLS).

Opciones de exportación de contratos en CSV o XLS

API (llamadas desde sistemas externos)

Obtener listado de contratos

curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
https://app.zauru.com/access_control/contracts.json

Esto devolverá un JSON similar a este:

[
{
"id": "10830",
"zid": "54",
"document_type": "1",
"reference": null,
"taxable": false,
"entity_id": "717",
"active": true,
"payee_id": "545676",
"infinite": false,
"start_date": "2020-11-19",
"fees": "8",
"current_fee": "8",
"periodicity": "14",
"periodicity_measure": "1",
"interest_rate": null,
"interest_rate_periodicity_measure": "1",
"total_amount": "1500.00",
"upfront_payment": "0.00",
"responsible_id": "5316",
"arrears_active": false,
"arrears_item_id": null,
"arrears_detailed": false,
"arrears_starts_in_days": "0",
"arrears_amount": null,
"arrears_interest_rate": null,
"arrears_interest_rate_periodicity_measure": "4",
"arrears_formula_id": null,
"arrears_periodicity": "1",
"arrears_periodicity_measure": "1",
"running": false,
"runner_id": "1601",
"running_since": "2021-02-04 00:00:00",
"autogenerated_documents_count": "8",
"closed": true,
"closer_id": "1601",
"closed_since": "2021-03-11 11:00:50",
"updater_id": "1601",
"image": null,
"pdf": null,
"memo": null,
"payment_term_id": "1891",
"charge_term_id": null,
"extra_splits_accounts": null,
"extra_splits_accounts_amounts": null,
"extra_splits_accounts_amounts_formula": null,
"created_at": "2021-02-04 03:42:00.840953",
"updated_at": "2021-03-11 11:00:50.630916",
"symptom": null,
"serial_id": null,
"courtesy": false,
"warranty": false,
"discount": null,
"advanced_fees": "0",
"voided": false,
"voider_id": null,
"voided_at": null,
"start_fee": "0",
"initial_foreign_fees": "0",
"crm_url": null,
"not_included_vat": null,
"external_image_url": null,
"interest_rate_2": null,
"interest_rate_periodicity_measure_2": "4",
"total_amount_2": null,
"id_number": null,
"import": false,
"historical_fees": "0",
"needs_payment": false,
"payment_method_id": null,
"payment_after_days": "0"
}
]

Obtener detalle de un contrato

curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
https://app.zauru.com/access_control/contracts/1.json

Esto devolverá un JSON similar a este:

{
"id": "10830",
"zid": "54",
"document_type": "1",
"reference": null,
"taxable": false,
"entity_id": "717",
"active": true,
"payee_id": "545676",
"infinite": false,
"start_date": "2020-11-19",
"fees": "8",
"current_fee": "8",
"periodicity": "14",
"periodicity_measure": "1",
"interest_rate": null,
"interest_rate_periodicity_measure": "1",
"total_amount": "1500.00",
"upfront_payment": "0.00",
"responsible_id": "5316",
"arrears_active": false,
"arrears_item_id": null,
"arrears_detailed": false,
"arrears_starts_in_days": "0",
"arrears_amount": null,
"arrears_interest_rate": null,
"arrears_interest_rate_periodicity_measure": "4",
"arrears_formula_id": null,
"arrears_periodicity": "1",
"arrears_periodicity_measure": "1",
"running": false,
"runner_id": "1601",
"running_since": "2021-02-04 00:00:00",
"autogenerated_documents_count": "8",
"closed": true,
"closer_id": "1601",
"closed_since": "2021-03-11 11:00:50",
"updater_id": "1601",
"image": null,
"pdf": null,
"memo": null,
"payment_term_id": "1891",
"charge_term_id": null,
"extra_splits_accounts": null,
"extra_splits_accounts_amounts": null,
"extra_splits_accounts_amounts_formula": null,
"created_at": "2021-02-04 03:42:00.840953",
"updated_at": "2021-03-11 11:00:50.630916",
"symptom": null,
"serial_id": null,
"courtesy": false,
"warranty": false,
"discount": null,
"advanced_fees": "0",
"voided": false,
"voider_id": null,
"voided_at": null,
"start_fee": "0",
"initial_foreign_fees": "0",
"crm_url": null,
"not_included_vat": null,
"external_image_url": null,
"interest_rate_2": null,
"interest_rate_periodicity_measure_2": "4",
"total_amount_2": null,
"id_number": null,
"import": false,
"historical_fees": "0",
"needs_payment": false,
"payment_method_id": null,
"payment_after_days": "0"
}

Eliminar un contrato

curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
-X DELETE \
https://app.zauru.com/access_control/contracts/1.json

En caso de exito, retorna un codigo HTTP 204 No Content (sin cuerpo).

Exportar contratos

curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
https://app.zauru.com/access_control/contracts/export.csv

¿Le fue útil esta guía?