https://wiki.dolibarr.org/api.php?action=feedcontributions&feedformat=atom&user=DolisupportDolibarr ERP CRM Wiki - User contributions [en]2026-10-22T05:17:28ZUser contributionsMediaWiki 1.39.17https://wiki.dolibarr.org/index.php?title=File:Dolisupport_blue_main_1.0_px90.png&diff=53806File:Dolisupport blue main 1.0 px90.png2022-06-01T08:04:18Z<p>Dolisupport: </p>
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<div></div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=53803Dolibarr suppliers Netherlands2022-05-31T20:59:50Z<p>Dolisupport: address</p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
partner=yes|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
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service_formation=no|<br />
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{{TemplateCompany|<br />
name=DOLISUPPORT.NL|<br />
partner=yes|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport is actief voor de stichting voor https://www.facebook.com/dolibarr.nl en werkt ook mee met de stichting aan de nieuwe bugfixes voor de volgende versie waar u meteen van meeprofiteert.<br />
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name=BOSMAN CONSULTANCY.NL|<br />
desc=Bosman Consultancy levert u alle diensten waar u behoefte aan hebt om uw onderneming effectief en efficient te besturen met Dolibarr. Jarenlange ervaring brengt u niet alleen een optimale Dolibarr inrichting, inclusief eventueel maatwerk, maar ook een sparringpartner om samen de beste oplossingen voor uw problemen te bereiken.<br />
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name=Paulo Oliveira|<br />
desc=Installing, configuring and customizing dolibarr. Dolibarr integration with other systems. Development of modules and UI improvements. I am the developer of customizeforms, customizeinterface, categorizeall and pixbrasil modules at dolistore|<br />
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}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50270Draft:Video Presentation (Dolibarr features) - Membership management2021-04-01T23:21:30Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
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<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Leden beheer in Dolibarr <br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren voor een stichting of vereniging met bijbehorende abonnementen.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op 'nieuw lid' in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de 'login-naam' aan en het 'wachtwoord'.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het type lidmaatschap en de aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe type leden kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geef aan of een gekoppeld abonnement of contributie verplicht is en of stemmen is toegestaan. De aan te geven duur geeft de looptijd van het type lidmaatschap aan.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
Click on the button to create the member.<br />
|Wanneer we teruggaan naar het aanmaakproces van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Klik op 'Creëer Lid' om het nieuwe lid aan te maken.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op de Valideerknop om het lid te valideren als nieuw lid.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|De status van het lid is nu veranderd naar "Gevalideerd, wachtend op abonnement".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Abonnement toevoegen voor het lid'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klik op de 'Abonnementen' tab en klik op de Creëer knop om een abonnement aan te maken.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Kies de begin- en einddatum van het abonnement en voer de hoeveelheid abonnementsgeld of contributie in. Kies vervolgens een bijbehorende actie om de inschrijving compleet te maken.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Merk op dat wanneer een lid is gekoppeld aan een relatie, de factuuropties beschikbaar zijn voor een abonnements betaling.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Wanneer het geen gekoppelde relatie betreft, kun je met de optie 'Aanmaken factuur en betaling in bankboek', de relevante betaal informatie invoeren.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Nieuwe leden kunnen ook zichzelf registreren en abonneren via de publieke abonneerpagina.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wanneer je een online betaalmodule hebt geactiveerd zoals Stripe of Paypal, kun je het systeem zodanig instellen dat het lid meteen de mogelijkheid heeft om de betaling voor het abonnementsgeld te voldoen na de registratie. Het nieuwe lid met ontvangen bedrag wordt vervolgens automatisch vastgelegd en het lid ontvangt hierover een email. De factuur kan ook automatisch als bijlage aan deze mail worden toegevoegd.<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|De gebeurtenissen/agenda tab houdt netjes alle gebeurtenissen bij van het betreffende lid.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wanneer je een lid wilt beëindigen, klik dan op de knop Afbreken.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Via het menu 'Lijstoverzicht' kunnen alle leden worden bekeken.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|De lijstweergave is ook beschikbaar met filters op de verschillende statussen van een lid, zoals concept, gevalideerde, bijgewerkte leden met abonnement, niet bijgewerkte leden met verlopen abonnement of verwijderde leden.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via de bijbehorende menu optie.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Kies hierbij het formaat en klik op de knop om de betreffende visitekaartjes in een PDF document aan te maken. Deze kan vervolgens naar een printer worden gestuurd om af te drukken.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Gebruik het 'Labels/categorieën' menu om leden in te delen naar verschillende categorieën.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Je kunt je eigen labels maken en deze toekennen aan de leden.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden van wie het abonnement is verlopen en moet worden verlengd.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die geconfigureerd staat voor de herinnerings-email.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Een lid krijgt zo de mogelijkheid om een betaling te doen door te klikken op de betaallink in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50269Draft:Video Presentation (Dolibarr features) - Membership management2021-04-01T23:17:38Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
<hr />
<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Leden beheer in Dolibarr <br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren voor een stichting of vereniging met bijbehorende abonnementen.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op 'nieuw lid' in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de 'login-naam' aan en het 'wachtwoord'.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het type lidmaatschap en de aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe type leden kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geef aan of een gekoppeld abonnement of contributie verplicht is en of stemmen is toegestaan. De aan te geven duur geeft de looptijd van het type lidmaatschap aan.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
Click on the button to create the member.<br />
|Wanneer we teruggaan naar het aanmaakproces van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Klik op 'Creëer Lid' om het nieuwe lid aan te maken.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op de Valideerknop om het lid te valideren als nieuw lid.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|De status van het lid is nu veranderd naar "Gevalideerd, wachtend op abonnement".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Abonnement toevoegen voor het lid'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klik op de 'Abonnementen' tab en klik op de Creëer knop om een abonnement aan te maken.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Kies de begin- en einddatum van het abonnement en voer de hoeveelheid abonnementsgeld of contributie in. Kies vervolgens een bijbehorende actie om de inschrijving compleet te maken.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Merk op dat wanneer een lid is gekoppeld aan een relatie, de factuuropties beschikbaar zijn voor een abonnements betaling.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Wanneer het geen gekoppelde relatie betreft, kun je met de optie 'Aanmaken factuur en betaling in bankboek', de relevante betaal informatie invoeren.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Nieuwe leden kunnen ook zichzelf registreren en abonneren via de publieke abonneerpagina.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wanneer je een online betaalmodule hebt geactiveerd zoals Stripe of Paypal, kun je het systeem zodanig instellen dat het lid meteen de mogelijkheid heeft om de betaling voor het abonnementsgeld te voldoen na de registratie. Het nieuwe lid met ontvangen bedrag wordt vervolgens automatisch vastgelegd en het lid ontvangt hierover een email. De factuur kan ook automatisch als bijlage aan deze mail worden toegevoegd.<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|De gebeurtenissen/agenda tab houdt netjes alle gebeurtenissen bij van het betreffende lid.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wanneer je een lid wilt beëindigen, klik dan op de knop Afbreken.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Via het menu 'Lijstoverzicht' kunnen alle leden worden bekeken.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|De lijstweergave is ook beschikbaar met filters op de verschillende statussen van een lid, zoals concept, gevalideerde, bijgewerkte leden met abonnement, niet bijgewerkte leden met verlopen abonnement of verwijderde leden.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via de bijbehorende menu optie.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Kies hierbij het formaat en klik op de knop om de betreffende visitekaartjes in een PDF document aan te maken. Deze kan vervolgens naar een printer worden gestuurd om af te drukken.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Gebruik het 'Labels/categorieën' menu om leden in te delen naar verschillende categorieën.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Je kunt je eigen labels maken en deze toekennen aan de leden.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden wiens abonnement is verlopen en moet worden verlengd.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die geconfigureerd staat voor de herinnerings-email.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Een lid wordt zo in staat gesteld om een betaling te doen door te klikken op de link in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50268Draft:Video Presentation (Dolibarr features) - Membership management2021-04-01T23:13:49Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
<hr />
<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Leden beheer in Dolibarr <br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren voor een stichting of vereniging met bijbehorende abonnementen.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op 'nieuw lid' in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de 'login-naam' aan en het 'wachtwoord'.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het type lidmaatschap en de aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe type leden kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geef aan of een gekoppeld abonnement of contributie verplicht is en of stemmen is toegestaan. De aan te geven duur geeft de looptijd van het type lidmaatschap aan.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
Click on the button to create the member.<br />
|Wanneer we teruggaan naar het aanmaakproces van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Klik op 'Creëer Lid' om het nieuwe lid aan te maken.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op de Valideerknop om het lid te valideren als nieuw lid.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|De status van het lid is nu veranderd naar "Gevalideerd, wachtend op abonnement".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Abonnement toevoegen voor het lid'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klik op de 'Abonnementen' tab en klik op de Creëer knop om een abonnement aan te maken.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Kies de begin- en einddatum van het abonnement en voer de hoeveelheid abonnementsgeld of contributie in. Kies vervolgens een bijbehorende actie om de inschrijving compleet te maken.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Merk op dat wanneer een lid is gekoppeld aan een relatie, de factuuropties beschikbaar zijn voor een abonnements betaling.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Wanneer het geen gekoppelde relatie betreft, kun je met de optie 'Aanmaken factuur en betaling in bankboek', de relevante betaal informatie invoeren.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Nieuwe leden kunnen ook zichzelf registreren en abonneren via de publieke abonneerpagina.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wanneer je een online betaalmodule hebt geactiveerd zoals Stripe of Paypal, kun je het systeem zodanig instellen dat het lid meteen de mogelijkheid heeft om de betaling voor het abonnementsgeld te voldoen na de registratie. Het nieuwe lid met ontvangen bedrag wordt vervolgens automatisch vastgelegd en het lid ontvangt hierover een email. De factuur kan ook automatisch worden bijgevoegd in de email.<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|De gebeurtenissen/agenda tab houdt netjes alle gebeurtenissen bij van het betreffende lid.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wanneer je een lid wilt beëindigen, klik dan op de knop Afbreken.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Via het menu 'Lijstoverzicht' kunnen alle leden worden bekeken.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|De lijstweergave is ook beschikbaar met filters op de verschillende statussen van een lid, zoals concept, gevalideerde, bijgewerkte leden met abonnement, niet bijgewerkte leden met verlopen abonnement of verwijderde leden.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via de bijbehorende menu optie.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Kies hierbij het formaat en klik op de knop om de betreffende visitekaartjes in een PDF document aan te maken. Deze kan vervolgens naar een printer worden gestuurd om af te drukken.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Gebruik het 'Labels/categorieën' menu om leden in te delen naar verschillende categorieën.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Je kunt je eigen labels maken en deze toekennen aan de leden.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden wiens abonnement is verlopen en moet worden verlengd.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die geconfigureerd staat voor de herinnerings-email.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Een lid wordt zo in staat gesteld om een betaling te doen door te klikken op de link in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50267Draft:Video Presentation (Dolibarr features) - Membership management2021-04-01T23:03:29Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
<hr />
<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Leden beheer in Dolibarr <br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren voor een stichting of vereniging met bijbehorende abonnementen.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op 'nieuw lid' in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de 'login-naam' aan en het 'wachtwoord'.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het type lidmaatschap en de aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe type leden kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geef aan of een gekoppeld abonnement of contributie verplicht is en of stemmen is toegestaan. De aan te geven duur geeft de looptijd van het type lidmaatschap aan.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
Click on the button to create the member.<br />
|Wanneer we teruggaan naar het aanmaakproces van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Klik op 'Creëer Lid' om het nieuwe lid aan te maken.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op de Valideerknop om het lid te valideren als nieuw lid.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|De status van het lid is nu veranderd naar "Gevalideerd, wachtend op abonnement".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Abonnement toevoegen voor het lid'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klik op de 'Abonnementen' tab en klik op de Creëer knop om een abonnement aan te maken.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Kies de begin- en einddatum van het abonnement en voer de hoeveelheid abonnementsgeld of contributie in. Kies vervolgens een bijbehorende actie om de inschrijving compleet te maken.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Merk op dat wanneer een lid is gekoppeld aan een relatie, de factuuropties beschikbaar zijn voor een abonnements betaling.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Wanneer het geen gekoppelde relatie betreft, kun je met de optie 'Aanmaken factuur en betaling in bankboek', de relevante betaal informatie invoeren.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Nieuwe leden kunnen ook zichzelf registreren en abonneren via de publieke abonneerpagina.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wanneer je een online betaalmodule hebt geactiveerd zoals Stripe of Paypal, kun je het zo instellen dat het lid de betaling voor het abonnement meteen na de registratie kan uitvoeren. Het nieuwe lid met abonnement wordt vervolgens automatisch vastgelegd en het lid ontvangt hierover een email. De factuur kan ook automatisch worden bijgevoegd in de email.<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|De gebeurtenissen/agenda tab houdt netjes alle gebeurtenissen bij van het betreffende lid.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wanneer je een lid wilt beëindigen, klik dan op de knop Afbreken.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Via het menu 'Lijstoverzicht' kunnen alle leden worden bekeken.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|De lijstweergave is ook beschikbaar met filters op de verschillende statussen van een lid, zoals concept, gevalideerde, bijgewerkte leden met abonnement, niet bijgewerkte leden met verlopen abonnement of verwijderde leden.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via de bijbehorende menu optie.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Kies hierbij het formaat en klik op de knop om de betreffende visitekaartjes in een PDF document aan te maken. Deze kan vervolgens naar een printer worden gestuurd om af te drukken.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Gebruik het 'Labels/categorieën' menu om leden in te delen naar verschillende categorieën.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Je kunt je eigen labels maken en deze toekennen aan de leden.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden wiens abonnement is verlopen en moet worden verlengd.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die geconfigureerd staat voor de herinnerings-email.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Een lid wordt zo in staat gesteld om een betaling te doen door te klikken op de link in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50266Draft:Video Presentation (Dolibarr features) - Membership management2021-04-01T22:41:30Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
<hr />
<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Leden beheer in Dolibarr <br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren voor een stichting of vereniging met bijbehorende abonnementen.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op 'nieuw lid' in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de 'login-naam' aan en het 'wachtwoord'.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het type lidmaatschap en de aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe type leden kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geef aan of een gekoppeld abonnement of contributie verplicht is en of stemmen is toegestaan. De aan te geven duur geeft de looptijd van het type lidmaatschap aan.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
Click on the button to create the member.<br />
|Wanneer we teruggaan naar het aanmaakproces van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Klik op 'Creëer Lid' om het nieuwe lid aan te maken.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op de Valideerknop om het lid te valideren als nieuw lid.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|De status verandert nu naar "Gevalideerd, wachtend op abonnement".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Abonnement toevoegen aan het lid'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klik op de 'Abonnementen' tab en klik op de Creëer knop om een abonnement aan te maken.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Kies de start van het abonnement en de einddatum en voer de hoeveelheid abonnementsgeld of contributie in. Kies een bijbehorende actie voor de inschrijving.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Merk op dat wanneer een lid is gekoppeld aan een relatie, de factuuropties beschikbaar zijn voor een abonnements betaling.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Wanneer het geen relatie is, kun je de relevante betaal informatie opnemen voor een abonnementsbetaling.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Nieuwe leden kunnen ook zichzelf registreren en abonneneren via de publieke abonneerpagina.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Als je een online betaalmodule hebt geactiveerd zoals Stripe of Paypal, kun je het zo instellen dat het lid de betaling voor het abonnement meteen na de registratie kan uitvoeren. Het nieuwe lid met abonnement worden automatisch vastgelegd en het lid ontvang een email. De factuur kan ook automatisch worden gekoppeld aan de email.<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|De gebeurtenissen/agenda tab houdt netjes alle gebeurtenissen bij van het betreffende lid.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wanneer je een lid wilt beëindigen, klik dan op de knop Afbreken.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Via het menu lijstoverzicht kunnen alle leden worden bekeken.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|De lijstweergave is ook beschikbaar met filters op de verschillende statussen van een lid, zoals concept, gevalideerde, bijgewerkte met abonnement, niet bijgewerkte of verwijderde leden.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en de abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via het betreffende menu.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Kies hierbij het formaat en klik op de knop om de betreffende visitekaartjes in een PDF document aan te maken, die vervolgens naar een printer kunnen worden gestuurd.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Gebruik het 'Labels/categorieën' menu om leden in te delen naar verschillende categorieën.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Je kunt je eigen labels maken en deze toekennen aan de leden.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden wiens abonnement is verlopen en moet worden verlengd.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die geconfigureerd staat voor de herinnerings-email.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Op die manier kan het lid een betaling maken door te klikken op de link in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50265Draft:Video Presentation (Dolibarr features) - Membership management2021-04-01T22:26:11Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
<hr />
<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Leden beheer in Dolibarr <br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren voor een stichting of vereniging en hun lidmaatschap.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op 'nieuw lid' in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de 'login-naam' aan en het 'wachtwoord'.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het soort lidmaatschap en de aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe type leden kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geef aan of een abonnement verplicht is en of stemmen is toegestaan. De duur geeft de looptijd van het abonnement aan.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
Click on the button to create the member.<br />
|Wanneer we teruggaan naar het aanmaakproces van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Click op 'Creëer Lid' om het nieuwe lid aan te maken.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op de Valideerknop om het lid te valideren als nieuw lid.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|De status verandert nu naar "Gevalideerd, wachtend op abonnement".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Abonnement toevoegen aan het lid'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klik op de 'Abonnementen' tab en klik op de Creëer knop om een abonnement aan te maken.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Kies de start van het abonnement en de einddatum en voer de hoeveelheid abonnementsgeld in. Kies een bijbehorende actie voor de inschrijving.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Merk op dat wanneer een lid is gekoppeld aan een relatie, de factuuropties beschikbaar zijn voor een abonnements betaling.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Wanneer het geen relatie is, kun je de relevante betaal informatie opnemen voor een abonnementsbetaling.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Nieuwe leden kunnen ook zichzelf registreren en abonneneren via de publieke abonneerpagina.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Als je een online betaalmodule hebt geactiveerd zoals Stripe of Paypal, kun je het zo instellen dat het lid de betaling voor het abonnement meteen na de registratie kan uitvoeren. Het nieuwe lid met abonnement worden automatisch vastgelegd en het lid ontvang een email. De factuur kan ook automatisch worden gekoppeld aan de email.<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|De gebeurtenissen/agenda tab houdt netjes alle gebeurtenissen bij van het betreffende lid.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wanneer je een lid wilt beëindigen, klik dan op de knop Afbreken.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Via het menu lijstoverzicht kunnen alle leden worden bekeken.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|De lijstweergave is ook beschikbaar met filters op de verschillende statussen van een lid, zoals concept, gevalideerde, bijgewerkte met abonnement, niet bijgewerkte of verwijderde leden.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en de abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via het betreffende menu.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Kies hierbij het formaat en klik op de knop om de betreffende visitekaartjes in een PDF document aan te maken, die vervolgens naar een printer kunnen worden gestuurd.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Gebruik het 'Labels/categorieën' menu om leden in te delen naar verschillende categorieën.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Je kunt je eigen labels maken en deze toekennen aan de leden.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden wiens abonnement is verlopen en moet worden verlengd.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die geconfigureerd staat voor de herinnerings-email.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Op die manier kan het lid een betaling maken door te klikken op de link in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50264Draft:Video Presentation (Dolibarr features) - Membership management2021-04-01T22:15:35Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
<hr />
<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Leden beheer in Dolibarr <br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren voor een stichting of vereniging en hun lidmaatschap.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op 'nieuw lid' in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de 'login-naam' aan en het 'wachtwoord'.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het soort lidmaatschap en de aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe type leden kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geef aan of een abonnement verplicht is en of stemmen is toegestaan. De duur geeft de looptijd van het abonnement aan.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
Click on the button to create the member.<br />
|Wanneer we teruggaan naar het aanmaken van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Click op 'Creeer Lid' om het nieuwe lid aan te maken.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op Valideer om het lid te valideren als nieuw lid.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|De status verandert nu naar "Gevalideerd, wachtend op abonnement".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Abonnement toevoegen aan het lid'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klik op de 'Abonnementen' tab en klik op de Creëer knop om een abonnement aan te maken.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Kies de start van het abonnement en de einddatum en voer de hoeveelheid abonnementsgeld in. Kies een bijbehorende actie voor de inschrijving.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Merk op dat wanneer een lid is gekoppeld aan een relatie, de factuuropties beschikbaar zijn voor een abonnements betaling.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Wanneer het geen relatie is, kun je de relevante betaal informatie opnemen voor een abonnementsbetaling.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Nieuwe leden kunnen ook zichzelf registreren en abonneneren via de publieke abonneerpagina.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Als je een online betaalmodule hebt gekoppeld zoals Stripe of Paypal, kun je het zo instellen dat het lid de betaling voor het abonnement meteen na de registratie kan uitvoeren. Het nieuwe lid met abonnement worden automatisch vastgelegd en het lid ontvang een email. De factuur kan ook automatisch worden gekoppeld aan de email.<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|De gebeurtenissen/agenda tab houdt netjes alle gebeurtenissen bij van het lid.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wanneer je een lid wilt beëindigen, klik dan op de knop Afbreken.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Via het menu lijstoverzicht kunnen alle leden worden bekeken.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|De lijstweergave is ook beschikbaar met filters op de verschillende statussen van een lid, zoals concept, gevalideerde, bijgewerkte met abonnement, niet bijgewerkte of verwijderde leden.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en de abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via het betreffende menu.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Kies hierbij het formaat en klik op de knop om de betreffende visitekaartjes in PDF aan te maken, die vervolgens naar een printer kunnen worden gestuurd.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Gebruik het 'Labels/categorieën' menu om leden in te delen naar verschillende categorieën.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Je kunt je eigen labels maken en deze toekennen aan leden.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden wiens abonnement is verlopen en moet worden verlengd.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die geconfigureerd staat voor de herinnerings-email.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Op die manier kan het lid een betaling maken door te klikken op de link in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50263Draft:Video Presentation (Dolibarr features) - Membership management2021-04-01T21:32:49Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
<hr />
<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Een nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren en hun abonnementen of lidmaatschap.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op nieuw lid in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de naam aan en het wachtwoord.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het soort of type lidmaatschap en aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe soorten van lidmaatschap kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geef aan of een abonnement verplicht is en of stemmen is toegestaan. De duur geeft de looptijd van het abonnement aan.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wanneer we teruggaan naar het aanmaken van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Click op Creeer op het nieuwe lid aan te maken. <br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op Valideer om het lid te valideren als definitief nieuw lid.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|De status verandert nu naar "Gevalideerd en in afwachting van abonnement".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Een abonnement voor een lid toevoegen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klik op het abonnementen tab en klik op de daartoe bestemde knop om een abonnement aan te maken.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Kies de start van het abonnement en de einddatum en voer het abonnementsgeld in. Kies de aanvullende actie.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Merk op dat wanneer een lid is gekoppeld aan een relatie, the factuuropties beschikbaar zijn voor een abonnements transactie.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Wanneer het geen relatie is, kun je de relevante betaal informatie opnemen voor een abonnementsbetaling.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Nieuwe leden kunnen ook zichzelf registreren en abonneneren via de publieke abonneerpagina.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Als je een online betaalmodule hebt gekoppeld zoals Stripe of Paypal, kun je het zo instellen dat het lid de betaling voor het abonnement meteen na de registratie kan uitvoeren. Het nieuwe lid met abonnement worden automatisch vastgelegd en het lid ontvang een email. De factuur kan ook automatisch worden gekoppeld aan de email.<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|De gebeurtenissen en agenda tab houdt netjes alle gebeurtenissen bij van het lid.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wanneer je een lid wilt beëindigen, klik dan op de beeindig knop.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Via het menu lijstoverzicht kunnen alle leden worden bekeken.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|De lijstwerergave is gebaseerd op de verschillende statussen van een lid, zoalas concept, gevalideerd, zonder abonnement, up to date, verlopen en beëindigd.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en de abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via het overeenkomende menu.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Kiez hierbij het formaat en klik op de knop om de betreffende visitekaartjes in PDF formaat aan te maken, die vervolgens naar de printer kunnen worden gestuurd.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Gebruik het Label menu om leden in te delen naar verschillende categorieën.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Je kunt je eigen labels maken en deze toekennen aan leden.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden wiens abonnement is verlopen en moet worden verlengd.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die je geconfigureerd hebt voor de herinneringsmail.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Op die manier kan het lid een betaling maken door te klikken op de link in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br />
<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Membership_management&diff=50226Draft:Video Presentation (Dolibarr features) - Membership management2021-03-31T22:13:22Z<p>Dolisupport: /* Storyboard for Membership Module */</p>
<hr />
<div>{{Draft}}<br />
[[Category:Video]]<br />
<br />
===='''Storyboard for Membership Module'''====<br />
'''Video Title:''' Membership Management in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, <br />
we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Show the standard intro animation with video title “Membership Management in Dolibarr”.<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Enable the Members module.<br />
|-<br />
|Grant permission on the “Members” module for your users. <br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Grant permissions on the “Members” module.<br />
|-<br />
|'''Creating a Member'''<br />
|<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription. <br />
Click on the appropriate menu link to add a new member.<br />
|From the Home dashboard, click on the Members menu. Click on New Member.<br />
|-<br />
|Provide a username and password.<br />
|Enter a username and password<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choose a member type<br />
|-<br />
|Note that you can create new member types from the Member types menu. <br />
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Click on Member types. Click on New and show the Member type creation screen.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address. <br />
Click on the button to create the member.<br />
|Transition back to Create Member screen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. <br />
The status now changes to “Validated and awaiting subscription”.<br />
|Perform the actions as in the voice over.<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. <br />
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Go on the public page (url is provided into setup of the module Member) and send a subscription.<br />
|-<br />
|'''Module Features'''<br />
|<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Click Upload Files tab and upload a file.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Click the tab and show the events.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Show clicking Terminate and show the resulting popup.<br />
|-<br />
|Click on the “List” menu to list all the members. <br />
The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”. <br />
|Show the list views.<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Show Statistics with filtering.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu. <br />
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Click and show the Members business cards menu.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags. <br />
You can create your own custom tags and map members to those tags.<br />
|Click the tags menu. Click on a tag to show the members listed for that tag.<br />
|-<br />
|'''Renewal of subscription'''<br />
|<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Enable the module and go into home setup - administration - scheduled task to show the task.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__<br />
that is inside the email template.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
You can also add your own custom fields and define default values or mandatory fields.<br />
|Show creating a custom field and show it available in the creation page.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Standard ending with text and animation.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
'''Video Title:''' Gestión de Afiliaciones en Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Requisitos Previos'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Conceda permisos en el módulo "Miembros" a sus usuarios.<br />
<br />
Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Crear un Miembro'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.<br />
|-<br />
|Provide a username and password.<br />
|Indique un nombre de usuario y una contraseña.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Elija un tipo de miembro y la naturaleza del mismo.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro.<br />
<br />
Haga clic en el botón para crear el miembro.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|El estado cambia a "Validado y en espera de suscripción".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Añadir una Afiliación para el Miembro'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Características del Módulo'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si desea dar de baja a un miembro, haga clic en el botón correspondiente.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Haga clic en el menú "Lista" para enumerar todos los miembros.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renovación de la Afiliación'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
<br />
'''Translation in French'''<br />
<br />
<br />
'''Video Title:''' Gestion d'association et adhérents avec Dolibarr<br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Pré-requis'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accordez des autorisations sur le module "Adhérents" à vos utilisateurs.<br />
<br />
Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Création d’un membre'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.<br />
|-<br />
|Provide a username and password.<br />
|Fournissez un nom d'utilisateur et un mot de passe.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Choisissez un type d'adhérent et la nature de l'adhérent.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent.<br />
<br />
Cliquez sur le bouton pour créer l'adhérent.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Le statut passe alors à "Validé et en attente de cotisation".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ajout d'une cotisation pour l'adhérent'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.<br />
|-<br />
|'''Module Features'''<br />
|'''Caractéristiques du module'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Cliquez sur le menu "Liste" pour lister tous les adhérents.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Renouvellement de l'adhésion'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in German'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voraussetzungen'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".<br />
|-<br />
|'''Creating a Member'''<br />
|'''Ein Mitglied erstellen'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.<br />
|-<br />
|Provide a username and password.<br />
|Geben Sie einen Benutzernamen und ein Passwort ein.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Ein Abonnement für ein Mitglied hinzufügen'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.<br />
|-<br />
|'''Module Features'''<br />
|'''Funktionen des Moduls'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Erneuerung des Abonnements'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.<br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
<br />
'''Translation in Dutch'''<br />
<br />
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr <br />
<br />
{| class="wikitable"<br />
|'''Voice Over in English'''<br />
|'''Voice Over in Translated Language Dutch'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.<br />
|-<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|Activate the module "Members" from the menu Home - Setup - Modules.<br />
|Activeer de module 'Leden' in het menu Home->Setup->Modules<br />
|-<br />
|Grant permission on the “Members” module for your users.<br />
<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''Creating a Member'''<br />
|'''Een nieuw lid aanmaken'''<br />
|-<br />
|The Members module can be used to manage the members of a foundation and their subscription.<br />
|De Leden module kan gebruikt worden om leden te beheren en hun abonnementen of lidmaatschap.<br />
|-<br />
|Click on the appropriate menu link to add a new member.<br />
|Klik op nieuw lid in het menu leden voor het aanmaken van een nieuw lid.<br />
|-<br />
|Provide a username and password.<br />
|Geef de naam aan en het wachtwoord.<br />
|-<br />
|Choose a member type and the nature of the member.<br />
|Kies het soort of type lidmaatschap en aard van het lid.<br />
|-<br />
|Note that you can create new member types from the Member types menu.<br />
|Merk op dat je nieuwe soorten van lidmaatschap kunt opvoeren in het ledentypes menu.<br />
|-<br />
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.<br />
|<br />
|-<br />
|Coming back to the member creation process, provide personal details such as the member’s name and address.<br />
<br />
Click on the button to create the member.<br />
|<br />
|-<br />
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.<br />
|<br />
|-<br />
|The status now changes to “Validated and awaiting subscription”.<br />
|<br />
|-<br />
|'''Adding a Subscription for the Member'''<br />
|'''Een abonnement voor een lid aanmaken'''<br />
|-<br />
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.<br />
|<br />
|-<br />
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.<br />
|<br />
|-<br />
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.<br />
|<br />
|-<br />
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.<br />
|<br />
|-<br />
|New members can also self-register and self-subscribe using the public self-subscription page.<br />
|<br />
|-<br />
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.<br />
|<br />
|-<br />
|'''Module Features'''<br />
|'''Module functies'''<br />
|-<br />
|You can upload any files for a particular member by using the appropriate menu.<br />
|<br />
|-<br />
|The Events and Agenda tab captures all the events related to the member.<br />
|<br />
|-<br />
|If you wish to terminate the member, click on the appropriate button.<br />
|<br />
|-<br />
|Click on the “List” menu to list all the members.<br />
|<br />
|-<br />
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.<br />
|<br />
|-<br />
|“Statistics” provides a birds-eye-view of all members and member subscriptions.<br />
|Statistieken geeft een mooi overzicht van alle leden en de abonnementen.<br />
|-<br />
|You can generate business cards for all members or specific members from the appropriate menu.<br />
|<br />
|-<br />
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.<br />
|<br />
|-<br />
|Use the “Tags” menu to categorize members based on tags.<br />
|<br />
|-<br />
|You can create your own custom tags and map members to those tags.<br />
|<br />
|-<br />
|'''Renewal of subscription'''<br />
|'''Verlengen van het abonnement'''<br />
|-<br />
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.<br />
|<br />
|-<br />
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.<br />
|<br />
|-<br />
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.<br />
|<br />
|-<br />
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven. <br />
|-<br />
|You can also add your own custom fields and define default values or mandatory fields.<br />
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}<br />
<br /><br />
[[Category:Video]]</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=49847Dolibarr suppliers Netherlands2021-02-25T13:49:50Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
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Kijk op [https://dolisupport.nl Dolisupport.nl] voor meer informatie. <br> [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupport.nl]]<br><br><br><br><br>|<br />
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name=BOSMAN CONSULTANCY.NL|<br />
desc=Bosman Consultancy levert u alle diensten waar u behoefte aan hebt om uw onderneming effectief en efficient te besturen met Dolibarr. Jarenlange ervaring brengt u niet alleen een optimale Dolibarr inrichting, inclusief eventueel maatwerk, maar ook een sparringpartner om samen de beste oplossingen voor uw problemen te bereiken.<br />
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}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Germany&diff=49729Dolibarr suppliers Germany2021-02-16T22:34:47Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibarr_Partner_DE}}<br />
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}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Leaves&diff=49712Draft:Video Presentation (Dolibarr features) - Leaves2021-02-11T23:23:11Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module Leaves:'''<br />
<br />
'''Video Title:''' Leave Requests<br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module Leaves from menu Home - Setup - Modules<br />
|Go on menu Home - Setup - Modules, scroll to Leave module and show you can switch on/off the module.<br />
<br /><br />
|-<br />
|Grant permission on the modules for the user.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Open the record of the current user, tab Permissions and show the list of permissions for the Leave module.<br />
|-<br />
| colspan="2" |'''Title Slide: Applying for Leave'''<br />
|-<br />
|The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees.<br />
|Click on the HRM menu. Click on the "Leave" menu to show the list view appearing.<br />
|-<br />
|Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module.<br />
|Click on the menu item.<br />
|-<br />
|The current leave balance is displayed at the top for your reference.<br />
|Zoom in and show the leave balance count.<br />
|-<br />
|Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate.<br />
|Choose the user.<br />
|-<br />
|Choose the type of leave that you want to apply for.<br />
|Choose the type. Note that you can define several types of leave from the setup pages of application.<br />
|-<br />
|Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave.<br />
|Choose the dates.<br />
|-<br />
|Choose the user who will approve your leave.<br />
|Choose the user.<br />
|-<br />
|You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request.<br />
|Fill in a description and submit the form.<br />
|-<br />
|The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button.<br />
|Click the linked files tab. Then, return to the main tab and click Validate and submit the leave request.<br />
|-<br />
| colspan="2" |'''Title Slide: Approval Workflow'''<br />
|-<br />
|Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Show the dashboard of the supervisor and click on the "Leave Request" which is awaiting action.<br />
|-<br />
|The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. Once a leave is approved, the remaining number of available days can be automatically updated.<br />
|Show the leave request which was created in the previous step being approved by the supervisor or administrator.<br />
|-<br />
| colspan="2" |'''Title Slide: Viewing Leaves & Updating the Leave Balance'''<br />
|-<br />
|Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as Draft, awaiting approval, approved, canceled and refused.<br />
|Show the list views of leaves.<br />
|-<br />
|Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance. Note that if you setup several types of leaves with different counters, you may have several columns with different values on this page.<br />
|Click on balance of leave. Show the leave balance being updated for an employee.<br />
|-<br />
|Monthly statement gives a graphical birds eye view of all the leaves based on a month and year of choice.<br />
|Click on Monthly statement and choose a month and year to view the report.<br />
|-<br />
|Change logs capture and provide details of any changes made to the leave balance of any employee.<br />
|Click on View Change logs and show the list.<br />
|-<br />
|There is a plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your leaves, define default or mandatory values, and you can use the export module to export the leaves database.<br />
|<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|}<br />
<br />
<br />
'''Storyboard in French: Gestion des congés'''<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the French Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le logiciel Dolibarr ERP et CRM. Dans cette vidéo, nous allons voir comment utiliser le module de gestion des congés dans Dolibarr.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Pré-requis<br />
|-<br />
|3<br />
|Activate the module Leaves from menu Home -> Setup -> Modules<br />
|Activer le module Congés du menu Accueil -> Configuration -> Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for the user. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accorder à l'utilisateur les autorisations sur le module. Pour des informations plus avancées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|5<br />
|Applying for Leave<br />
|Demander un congé<br />
|-<br />
|6<br />
|The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees.<br />
|Le module "Congé" est disponible sous le menu GRH et est utile pour gérer les demandes de congé des employés.<br />
|-<br />
|7<br />
|Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module.<br />
|Les employés peuvent demander des congés en cliquant sur le menu "Nouveau". L'option de menu est disponible à condition que l'utilisateur ait l'autorisation appropriée pour le module "Congé".<br />
|-<br />
|8<br />
|The current leave balance is displayed at the top for your reference.<br />
|Le solde de congés actuel est affiché en haut à titre de référence.<br />
|-<br />
|9<br />
|Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate.<br />
|Choisissez l'utilisateur pour lequel la demande de congé est déposée. Si vous êtes un chef d'équipe ou un administrateur, vous pourrez choisir un utilisateur qui est votre subordonné.<br />
|-<br />
|10<br />
|Choose the type of leave that you want to apply for.<br />
|Choisissez le type de congé pour lequel vous souhaitez déposer une demande.<br />
|-<br />
|11<br />
|Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave.<br />
|Choisissez une date de début et une date de fin ainsi que les demi-journées au cas où vous ne demanderiez pas un jour de congé complet.<br />
|-<br />
|12<br />
|Choose the user who will approve your leave.<br />
|Choisissez l'utilisateur qui approuvera votre congé parmi ceux autorisés.<br />
|-<br />
|13<br />
|You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request.<br />
|Vous pouvez utiliser le champ de description pour fournir toute information supplémentaire. Cliquez sur le bouton "Créer une demande de congé" pour enregistrer la demande de congé.<br />
|-<br />
|14<br />
|The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button.<br />
|La demande de congé est maintenant à l'état de brouillon. Le menu des "Fichiers joints" vous permet d'ajouter des pièces jointes si nécessaire. Une fois que vous avez terminé, soumettez votre demande de congé en cliquant sur le bouton "Valider".<br />
|-<br />
|15<br />
|Approval Workflow<br />
|Flux de travail d'approbation<br />
|-<br />
|16<br />
|Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Les demandes de congé ainsi créées et soumises pour approbation seront en attente d'une action dans le tableau de bord des responsables hiérarchiques ou de l'administrateur concernés.<br />
|-<br />
|17<br />
|The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. Once a leave is approved, the available leave is automatically updated.<br />
|Le supérieur hiérarchique ou l'administrateur peut maintenant examiner la demande de congé et prendre les mesures appropriées, telles que l'approbation ou le refus. Une fois qu'un congé est approuvé, le solde de congé disponible est automatiquement mis à jour.<br />
|-<br />
|18<br />
|Viewing Leaves & Updating the Leave Balance<br />
|Consultation des congés et mise à jour du solde des congés<br />
|-<br />
|19<br />
|Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as draft, awaiting approval, approved, canceled and refused.<br />
|Utilisez les menus appropriés pour consulter la liste des congés. Ils peuvent être révisés en fonction du statut de chaque congé, comme par exemple Brouillon, En attente d'approbation, Approuvé, Annulé et Refusé.<br />
|-<br />
|20<br />
|Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance.<br />
|Les administrateurs ou responsables RH peuvent cliquer sur "Solde des congés" pour examiner le solde des congés disponibles pour chaque employé. Pour mettre à jour manuellement le solde de congés de n'importe quel employé, il suffit de remplir les jours, d'ajouter une note si nécessaire et de cliquer sur "Mettre à jour" pour mettre à jour le solde de congés.<br />
|-<br />
|21<br />
|Note that if you setup several types of leaves with different counters, you may have several columns with different values on this page.<br />
|Notez que si vous configurez plusieurs types de congés avec des compteurs différents, vous pouvez avoir plusieurs colonnes avec des valeurs différentes sur cette page.<br />
|-<br />
|22<br />
|Monthly statement gives a graphical birds-eye view of all the leaves based on a month and year of choice.<br />
|Le relevé mensuel donne une vue d'ensemble graphique de tous les congés sur la base d'un mois et d'une année au choix.<br />
|-<br />
|23<br />
|Change logs capture and provide details of any changes made to the leave balance of any employee.<br />
|Le journal des modifications enregistre et fournit le détail de toute modification apportée au solde de congés de tout employé.<br />
|-<br />
|24<br />
|There is also plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your leaves, define default or mandatory values, and you can use the export module to export the leaves database.<br />
|De nombreuses autres fonctionnalités peuvent être activées à partir de la configuration. Ainsi, comme la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos congés, définir des valeurs par défaut ou obligatoires, et vous pouvez utiliser le module d'exportation pour exporter la base de données des congés.<br />
|-<br />
|25<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.<br />
|}<br />
'''Translation in Dutch'''<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Dutch Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Verlofaanvraag beheer' werkt.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Voorbereiding<br />
|-<br />
|3<br />
|Activate the module Leaves from menu Home -> Setup -> Modules<br />
|Activeer de module 'Verlofaanvraag beheer' in het menu Home->Setup->Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for the user. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|5<br />
|Applying for Leave<br />
|Verlof aanvragen<br />
|-<br />
|6<br />
|The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees.<br />
|De module 'Verlof aanvraag beheer' is beschikbaar onder het HRM menu en is handig om verlofaanvragen van medewerkers te beheren.<br />
|-<br />
|7<br />
|Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module.<br />
|Medewerkers kunnen verlof aanvragen door te kiezen voor 'Nieuw' in het menu. De menu optie is beschikbaar als aan de gebruiker deze rechten zijn toegekend om verlof te mogen aanvragen.<br />
|-<br />
|8<br />
|The current leave balance is displayed at the top for your reference.<br />
|Het huidige verlofsaldo wordt gepresenteerd boven aan de pagina ter referentie.<br />
|-<br />
|9<br />
|Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate.<br />
|Kies de gebruiker voor wie de verlofaanvraag van toepassing is. Als je een leidinggevende bent of beheerder, dan kun je een ondergeschikte gebruiker kiezen.<br />
|-<br />
|10<br />
|Choose the type of leave that you want to apply for.<br />
|Kies het type verlof dat je wilt aanvragen.<br />
|-<br />
|11<br />
|Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave.<br />
|Kies de begin en einddatum en eventuele dagdelen als je niet een hele dag vrij vraagt.<br />
|-<br />
|12<br />
|Choose the user who will approve your leave.<br />
|Kies de gebruiker die het verlof zal goedkeuren.<br />
|-<br />
|13<br />
|You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request.<br />
|Je kunt het omschrijvingsveld gebruiken om aanvullende informatie op te geven. Klik op 'Aanmaken verlofverzoek' om de verlofaanvraag op te slaan.<br />
|-<br />
|14<br />
|The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button.<br />
|Het verzoek voor verlof is nu in de concept status gekomen. Via gekoppelde bestanden kun je indien nodig bijlagen toevoegen. Hierna, kun je het verlof verzoek indienen door te klikken op de 'Valideer' knop.<br />
|-<br />
|15<br />
|Approval Workflow<br />
|Goedkeuringsproces<br />
|-<br />
|16<br />
|Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Verlofaanvragen die zijn aangemaakt en verstuurd voor goedkeuring zijn te vinden op het dashboard van de bijbehorende leidinggevende of beheerders dashboard.<br />
|-<br />
|17<br />
|The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. Once a leave is approved, the available leave is automatically updated.<br />
|De leidinggevende of beheerder kan nu de verlofaanvraag beoordelen en naar gelang van toepassing het goedkeuren of afwijzen. Indien het verlof wordt goedgekeurd, zal het beschikbare verlofsaldo automatisch worden bijgewerkt.<br />
|-<br />
|18<br />
|Viewing Leaves & Updating the Leave Balance<br />
|Inzien van verlofaanvragen en verlofsaldo muteren<br />
|-<br />
|19<br />
|Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as draft, awaiting approval, approved, canceled and refused.<br />
|Gebruik de beschikbare menu opties om een overzicht van de verlofaanvragen in te zien. Verlofaanvragen kunnen bekeken worden op basis van elke status, zoals concept, wachten op goedkeuring, goedgekeurd, geannuleerd en geweigerd.<br />
|-<br />
|20<br />
|Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance.<br />
|Beheerders kunnen klikken op 'Saldo van verlof' om het saldo van verlof van elke medewerker te bekijken. Om het saldo aan te passen van een medewerker, pas dan eenvoudig het aantal dagen aan, vul zonodig een notitie in en klik op 'Update' om het saldo aan te passen.<br />
|-<br />
|21<br />
|Note that if you setup several types of leaves with different counters, you may have several columns with different values on this page.<br />
|Merk op dat in de setup je verschillende type verlof met verschillende tellers kunt opvoeren. Het kan dus zijn dat er meerdere kolommen met verschillende waarden worden getoond op deze pagina.<br />
|-<br />
|22<br />
|Monthly statement gives a graphical birds-eye view of all the leaves based on a month and year of choice.<br />
|Het maandoverzicht geeft een mooi overzicht van alle verlofaanvragen per maand van het gekozen jaar en maand.<br />
|-<br />
|23<br />
|Change logs capture and provide details of any changes made to the leave balance of any employee.<br />
|Raadplegen log van wijzigingen, geeft een gedetailleerd overzicht van elke wijziging die gedaan is van het verlofsaldo van elke medewerker.<br />
|-<br />
|24<br />
|There is also plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your leaves, define default or mandatory values, and you can use the export module to export the leaves database.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup. In de meeste modules kun je ook gebruik maken van aanvullende attributen om je onkostendeclaraties uit te breiden en het is mogelijk om de onkostendeclaraties als databestand te exporteren.<br />
|-<br />
|25<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=49620Dolibarr suppliers Netherlands2021-02-02T19:41:40Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op om Dolibarr ERP/CRM of DoliMed eens te proberen.''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Klik HIER voor meer informatie] |<br />
profid=KvK 37135201|<br />
web=https://macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=DOLISUPPORT.NL|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 13 waar u meteen van meeprofiteert.</nowiki><br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupport.nl Dolisupport.nl] voor meer informatie. <br> [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupport.nl]]<br><br><br><br><br>|<br />
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<br />
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service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=BOSMAN CONSULTANCY.NL|<br />
desc=Bosman Consultancy levert u alle diensten waar u behoefte aan hebt om uw onderneming effectief en efficient te besturen met Dolibarr. Jarenlange ervaring brengt u niet alleen een optimale Dolibarr inrichting, inclusief eventueel maatwerk, maar ook een sparringpartner om samen de beste oplossingen voor uw problemen te bereiken.<br />
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Kijk op [https://fbosman.nl fbosman.nl] voor meer informatie. <br> <br />
profid=KvK 30152708|<br />
web=https://fbosman.nl|<br />
email=info@fbosman.nl|<br />
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town=Wijk bij Duurstede<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
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}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=49619Dolibarr suppliers Netherlands2021-02-02T19:41:06Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op om Dolibarr ERP/CRM of DoliMed eens te proberen.''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Klik HIER voor meer informatie] |<br />
profid=KvK 37135201|<br />
web=https://macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=DOLISUPPORT.NL|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 13 waar u meteen van meeprofiteert.</nowiki><br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupport.nl Dolisupport.nl] voor meer informatie. <br> [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupport.nl]]<br><br><br><br><br>|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
<nowiki>|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=BOSMAN CONSULTANCY.NL|<br />
desc=Bosman Consultancy levert u alle diensten waar u behoefte aan hebt om uw onderneming effectief en efficient te besturen met Dolibarr. Jarenlange ervaring brengt u niet alleen een optimale Dolibarr inrichting, inclusief eventueel maatwerk, maar ook een sparringpartner om samen de beste oplossingen voor uw problemen te bereiken.<br />
<br />
Kijk op [https://fbosman.nl fbosman.nl] voor meer informatie. <br> <br />
profid=KvK 30152708|<br />
web=https://fbosman.nl|<br />
email=info@fbosman.nl|<br />
zip=3962HH|<br />
town=Wijk bij Duurstede<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=49618Dolibarr suppliers Netherlands2021-02-02T19:39:43Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op om Dolibarr ERP/CRM of DoliMed eens te proberen.''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Klik HIER voor meer informatie] |<br />
profid=KvK 37135201|<br />
web=https://macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
<nowiki>{{TemplateCompany|<br />
name=DOLISUPPORT.NL|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 13 waar u meteen van meeprofiteert.</nowiki><br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupport.nl Dolisupport.nl] voor meer informatie. <br> [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupport.nl]]<br><br><br><br><br>|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
<nowiki>|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</nowiki><br />
<br />
{{TemplateCompany|<br />
name=BOSMAN CONSULTANCY.NL|<br />
desc=Bosman Consultancy levert u alle diensten waar u behoefte aan hebt om uw onderneming effectief en efficient te besturen met Dolibarr. Jarenlange ervaring brengt u niet alleen een optimale Dolibarr inrichting, inclusief eventueel maatwerk, maar ook een sparringpartner om samen de beste oplossingen voor uw problemen te bereiken.<br />
<br />
Kijk op [https://fbosman.nl fbosman.nl] voor meer informatie. <br> <br />
profid=KvK 30152708|<br />
web=https://fbosman.nl|<br />
email=info@fbosman.nl|<br />
zip=3962HH|<br />
town=Wijk bij Duurstede<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Third_Parties_(Customers,_Suppliers,_Partners)&diff=49611Draft:Video Presentation (Dolibarr features) - Third Parties (Customers, Suppliers, Partners)2021-02-01T00:14:07Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module Third Parties:'''<br />
<br />
'''Video Title:''' Third Parties in Dolibarr (Customers, Suppliers, Partners)<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Third Parties module in Dolibarr.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module Third Parties from the menu Home -> Setup -> Modules. Enable the module "Suppliers" as well.<br />
|Go on menu Home - Setup - Modules, scroll to Third Party module and show you can switch on/off the module. Enable also the module "Suppliers".<br />
|-<br />
|Grant permission on the Third Parties module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Demo the permissions being granted for the third parties module.<br />
|-<br />
|'''Creating a Third Party'''<br />
|<br />
|-<br />
|The "Third Parties" module allows you to manage your customers, prospects, suppliers or partners. Some pre-filtered lists are available to list prospects, customers and vendors. Note that a third party can appear in several of these lists.<br />
|Show the list views.<br />
|-<br />
|Let's look at how to create a "Third party". Provide a name and an alias. Note that this is usually the name of the business entity. You can add multiple people under the third party when you add "contacts" in the next step. Choose whether the third party is a prospect, customer or vendor. Provide the address, contact details and social media handles. Choose the type and legal entity type. Upload a logo if required.<br />
A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the module "Double party accounting" is used.<br />
Note that your third parties can also be easily imported using the Import module.<br />
|Demo the third party creation process.<br />
|-<br />
|'''Third Parties - Module Features'''<br />
|<br />
|-<br />
|Once the third party is created, you can navigate to the "Contacts" tab to add people who are representatives of the third party or an alternative address like another delivery address or the address of an accounting department.<br />
|Show the contacts tab and demo creating a contact.<br />
|-<br />
|You can attach files such as documents and photos under the "Linked files" menu.<br />
|Demo attaching a document under linked files menu.<br />
|-<br />
|If the module "Notification by Email" has been enabled, then in the "Notifications" tab, you can define people who must receive email notifications for specific Dolibarr events.<br />
|Demo configuring a notification.<br />
|-<br />
|If duplicate entries have been created for a third party, use the "Merge" button to merge the entries.<br />
|Show the merge button.<br />
|-<br />
|The tab "Payment information" can be used to enter bank information or electronic payment ID of your customers<br />
|Show the list of contacts<br />
|-<br />
|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the third-party, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.<br />
|Show the list of events<br />
|-<br />
|More tabs and buttons will be added on the Third-party view, providing more features like by the module "Commercial proposal", "Orders" and "Invoice". Additional information about these features is available in the relevant video tutorials of these modules.<br />
|<br />
|-<br />
|The "Contacts" list view shows all the contacts. The list view is separated into list of prospects, customers, vendors and others.<br />
|Show the list of contacts<br />
|-<br />
|'''Tags and Grouping'''<br />
|<br />
|-<br />
|You can create tags in order to group third parties. Tags maybe anything you want for grouping your customers such as sales region, type of customer, their importance such as VIP etc. Clicking on a tag will show all the third parties associated with it.<br />
|Click and show the tag hierarchy tree. Click on a tag to view all third parties associated with the tag.<br />
|-<br />
|To associate tags with a third party, navigate to the third party record and click on "Modify". Input the tag names in the appropriate field.<br />
Third-parties are one of the most important data of your company. If they are well qualified, it will be easy to use them with other modules to make your commercial proposals, orders, invoices, marketing emails, or to export them into CSV or Excel sheets with the module Export.<br />
|Show adding multiple tags to a third party.<br />
|-<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your customers or vendors, define default values or mandatory fields, and you can use the import or export module to load or export your third parties.<br />
|<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|}<br />
'''Translation in French'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''Voice Over'''<br />
|'''Translation'''<br />
|-<br />
|1<br />
|Third Parties in Dolibarr (Customers, Suppliers, Partners)<br />
|Tiers sur Dolibarr (clients, fournisseurs, partenaires)<br />
|-<br />
|2<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Third Parties module in Dolibarr.<br />
|Bienvenue à ce tutoriel vidéo sur le logiciel ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module Tiers.<br />
|-<br />
|'''3'''<br />
|'''Prerequisites'''<br />
|'''Prérequis'''<br />
|-<br />
|4<br />
|Activate the module Third Parties from the menu Home -> Setup -> Modules. Enable the module "Suppliers" as well.<br />
|Activez le module Tiers dans le menu Accueil -> Configuration -> Modules. Activez également le module "Fournisseurs".<br />
|-<br />
|5<br />
|Grant permission on the Third Parties module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Donnez les autorisations à vos utilisateurs sur le module Tiers. Pour des informations plus détaillées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''6'''<br />
|'''Creating a Third Party'''<br />
|'''Création d'un tiers'''<br />
|-<br />
|7<br />
|The "Third Parties" module allows you to manage your customers, prospects, suppliers or partners. Some pre-filtered lists are available to list prospects, customers and vendors.<br />
|Le module "Tiers" vous permet de gérer vos clients, prospects, fournisseurs ou partenaires. Certaines listes pré-filtrées sont disponibles pour répertorier ces prospects, clients et fournisseurs.<br />
|-<br />
|8<br />
|Note that a third party can appear in several of these lists.<br />
|Notez qu'un tiers peut figurer dans plusieurs de ces listes.<br />
|-<br />
|9<br />
|Let's look at how to create a "Third party". Provide a name and an alias. Note that this is usually the name of the business entity.<br />
|Voyons comment créer un "Tiers". Fournissez un nom et éventuellement un pseudonyme. Notez qu'il s'agit généralement du nom de l'entreprise.<br />
|-<br />
|10<br />
|You can add multiple people under the third party when you add "contacts" in the next step. Choose whether the third party is a prospect, customer or vendor.<br />
|Vous pourrez ajouter plusieurs personnes ou adresses sous le tiers lorsque vous ajouterez des "contacts" à l'étape suivante. Choisissez si le tiers est un prospect, un client ou un vendeur.<br />
|-<br />
|11<br />
|Provide the address, contact details and social media handles. Choose the type and legal entity type. Upload a logo if required.<br />
|Indiquez son adresse, ses coordonnées et autres caractéristiques comme le type et l'entité juridique. Téléversez un logo si nécessaire.<br />
|-<br />
|12<br />
|A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the module "Double party accounting" is used. Note that your third parties can also be easily imported using the Import module.<br />
|Un code client ou fournisseur peut être attribué automatiquement ou manuellement pour chaque nouveau tiers, tout comme le code de comptabilité si le module "Comptabilité double partie" est utilisé. Notez que vos tiers peuvent également être facilement importés à l'aide du module "Import".<br />
|-<br />
|'''13'''<br />
|'''Third Parties - Module Features'''<br />
|'''Tiers - Caractéristiques du module'''<br />
|-<br />
|14<br />
|Once the third party is created, you can navigate to the "Contacts" tab to add people who are representatives of the third party or an alternative address like another delivery address or the address of an accounting department.<br />
|Une fois le tiers créé, vous pouvez naviguer dans l'onglet "Contacts" pour ajouter des personnes qui sont des représentants du tiers ou des adresses alternatives comme une autre adresse de livraison ou l'adresse d'un service comptable.<br />
|-<br />
|15<br />
|You can attach files such as documents and photos under the "Linked files" menu.<br />
|Vous pouvez joindre des fichiers tels que des documents et des photos sous le menu "Fichiers liés".<br />
|-<br />
|16<br />
|If the module "Notification by Email" has been enabled, then in the "Notifications" tab, you can define people who must receive email notifications for specific Dolibarr events.<br />
|Si le module "Notification par email" a été activé, alors dans l'onglet "Notifications", vous pouvez définir les personnes qui doivent recevoir des notifications par email pour des événements Dolibarr spécifiques à ce tiers.<br />
|-<br />
|17<br />
|If duplicate entries have been created for a third party, use the "Merge" button to merge the entries.<br />
|Si doublons ont été créées pour un tiers, utilisez le bouton "Fusionner" pour fusionner les entrées.<br />
|-<br />
|18<br />
|The tab "Payment information" can be used to enter bank information or electronic payment ID of your customers<br />
|L'onglet "Informations de paiement" peut être utilisé pour saisir les informations bancaires ou les identifiants de paiement électronique de vos clients<br />
|-<br />
|19<br />
|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the third-party, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.<br />
|L'onglet "Événements ou agenda" vous donnera une liste complète de tous les événements passés et à venir liés au tiers, tels que la création, la mise à jour, la facturation, les e-mails envoyés, les appels téléphoniques, les réunions prévues, etc.<br />
|-<br />
|20<br />
|By activating mode modules, more tabs and buttons will be added on the Third-party view, providing more features like by the module "Commercial proposal", "Orders" and "Invoice". Additional information about these features is available in the relevant video tutorials of these modules.<br />
|En activant d'autres modules, d'autres onglets et boutons seront ajoutés à la page Tiers, offrant plus de fonctionnalités comme par exemple le module "Proposition commerciale", "Commandes" et "Facture". Des informations supplémentaires sur ces fonctionnalités sont disponibles dans les tutoriels vidéo correspondants de ces modules.<br />
|-<br />
|21<br />
|The "Contacts" list view shows all the contacts. The list view is separated into list of prospects, customers, vendors and others.<br />
|La page "Contacts" affiche la liste de tous les contacts ou adresses alternatives. La page de liste est divisée en liste de prospects, de clients, de fournisseurs et autres.<br />
|-<br />
|'''22'''<br />
|'''Tags and Grouping'''<br />
|'''Tags et regroupement'''<br />
|-<br />
|23<br />
|You can create tags in order to group third parties. Tags maybe anything you want for grouping your customers such as sales region, type of customer, their importance such as VIP etc. Clicking on a tag will show all the third parties associated with it.<br />
|Vous pouvez créer des tags afin de regrouper des tiers. Les tags peuvent être n'importe quoi pour regrouper vos clients comme la région de vente, le type de client, leur importance comme VIP etc. En cliquant sur un tag, vous verrez tous les tiers qui y sont associés.<br />
|-<br />
|24<br />
|To associate tags with a third party, navigate to the third party record and click on "Modify". Input the tag names in the appropriate field.<br />
|Pour associer des tags à un tiers, naviguez jusqu'à l'enregistrement du tiers et cliquez sur "Modifier". Saisissez les noms des tags dans le champ approprié.<br />
|-<br />
|25<br />
|Third-parties are one of the most important data of your company. If they are well qualified, it will be easy to use them with other modules to make your commercial proposals, orders, invoices, marketing emails, or to export them into CSV or Excel sheets with the module Export.<br />
|Les tiers sont l'une des données les plus importantes de votre entreprise. Si elles sont bien qualifiées, il sera facile de les utiliser avec d'autres modules pour faire vos propositions commerciales, commandes, factures, e-mails marketing, ou de les exporter en CSV ou en feuilles Excel avec le module Export.<br />
|-<br />
|26<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your customers or vendors, define default values or mandatory fields, and you can use the import or export module to load or export your third parties.<br />
|De nombreuses autres fonctionnalités peuvent également être activées à partir de la configuration. De plus, comme la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos clients ou fournisseurs, définir des valeurs par défaut ou des champs obligatoires, et vous pouvez utiliser le module d'importation ou d'exportation pour importer ou exporter vos tiers.<br />
|-<br />
|27<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir suivi ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''Voice Over'''<br />
|'''Translation'''<br />
|-<br />
|1<br />
|Third Parties in Dolibarr (Customers, Suppliers, Partners)<br />
|Terceros en Dolibarr (Clientes, Proveedores, Socios)<br />
|-<br />
|2<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Third Parties module in Dolibarr.<br />
|Bienvenido a este video tutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo Terceros en Dolibarr.<br />
|-<br />
|'''3'''<br />
|'''Prerequisites'''<br />
|Requisitos previos<br />
|-<br />
|4<br />
|Activate the module Third Parties from the menu Home -> Setup -> Modules. Enable the module "Suppliers" as well.<br />
|Activar el módulo Terceros desde el menú Inicio -> Configuración -> Módulos. Activa también el módulo "Proveedores".<br />
|-<br />
|5<br />
|Grant permission on the Third Parties module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Concede permiso al módulo "Terceros" para tus usuarios. Para obtener información más avanzada sobre cómo configurar los permisos de los usuarios, puedes ver nuestro video "Usuarios, Grupos y Permisos"<br />
|-<br />
|'''6'''<br />
|'''Creating a Third Party'''<br />
|Creación de un Tercero<br />
|-<br />
|7<br />
|The "Third Parties" module allows you to manage your customers, prospects, suppliers or partners. Some pre-filtered lists are available to list prospects, customers and vendors.<br />
|El módulo "Terceros" te permite gestionar tus clientes, clientes potenciales, proveedores o socios. Algunas listas prefiltradas están disponibles para listar clientes potenciales, clientes y proveedores.<br />
|-<br />
|8<br />
|Note that a third party can appear in several of these lists.<br />
|Ten en cuenta que un tercero puede aparecer en varias de estas listas.<br />
|-<br />
|9<br />
|Let's look at how to create a "Third party". Provide a name and an alias. Note that this is usually the name of the business entity.<br />
|Veamos cómo crear un "Tercero". Proporciona un nombre y un alias. Ten en cuenta que éste suele ser el nombre de la entidad comercial.<br />
|-<br />
|10<br />
|You can add multiple people under the third party when you add "contacts" in the next step. Choose whether the third party is a prospect, customer or vendor.<br />
|Puedes añadir varias personas a un tercero cuando añadas "contactos" en el siguiente paso. Elige si el tercero es un cliente potencial, un cliente o un proveedor.<br />
|-<br />
|11<br />
|Provide the address, contact details and social media handles. Choose the type and legal entity type. Upload a logo if required.<br />
|Introduzce la dirección, los datos de contacto y los datos de las redes sociales. Escoge el tipo y el tipo de entidad legal. Sube un logotipo si es necesario.<br />
|-<br />
|12<br />
|A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the module "Double party accounting" is used. Note that your third parties can also be easily imported using the Import module.<br />
|Se puede asignar un código de cliente o proveedor de forma automática o manual para cada nuevo tercero, como el código de contabilidad si se utiliza el módulo "Contabilidad (Doble Partida)". Ten en cuenta que sus terceros también pueden ser importados fácilmente utilizando el módulo "Importación de Datos".<br />
|-<br />
|'''13'''<br />
|'''Third Parties - Module Features'''<br />
|Terceros - Características del Módulo<br />
|-<br />
|14<br />
|Once the third party is created, you can navigate to the "Contacts" tab to add people who are representatives of the third party or an alternative address like another delivery address or the address of an accounting department.<br />
|Una vez creado el tercero, puedes navegar a la pestaña "Contactos" para añadir personas que sean representantes del tercero, o una dirección alternativa como otra dirección de entrega o la dirección de un departamento de contabilidad.<br />
|-<br />
|15<br />
|You can attach files such as documents and photos under the "Linked files" menu.<br />
|Puedes adjuntar archivos como documentos y fotos en el menú "Archivos vinculados".<br />
|-<br />
|16<br />
|If the module "Notification by Email" has been enabled, then in the "Notifications" tab, you can define people who must receive email notifications for specific Dolibarr events.<br />
|Si el módulo "Notificación Sobre Eventos" ha sido activado, entonces en la pestaña "Notificaciones", se pueden definir las personas que deben recibir las notificaciones por correo electrónico para los eventos específicos de Dolibarr.<br />
|-<br />
|17<br />
|If duplicate entries have been created for a third party, use the "Merge" button to merge the entries.<br />
|Si se han creado entradas duplicadas para un tercero, utiliza el botón "Fusión" para fusionar las entradas.<br />
|-<br />
|18<br />
|The tab "Payment information" can be used to enter bank information or electronic payment ID of your customers<br />
|La pestaña "Información del pago" puede utilizarse para introducir la información bancaria o el ID de pago electrónico de sus clientes<br />
|-<br />
|19<br />
|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the third-party, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.<br />
|La pestaña "Eventos/Agenda" te dará una lista completa de todos los eventos pasados y futuros relacionados con el tercero, como la creación, actualización, facturación, correos electrónicos enviados, llamadas telefónicas, reuniones planificadas, etc.<br />
|-<br />
|20<br />
|More tabs and buttons will be added on the Third-party view, providing more features like by the module "Commercial proposal", "Orders" and "Invoice". Additional information about these features is available in the relevant video tutorials of these modules.<br />
|Se añadirán más pestañas y botones en la vista de terceros, proporcionando más características como por ejemplo por el módulo "Presupuestos", "Pedidos" y "Factura". Se puede obtener información adicional sobre estas características en los correspondientes videotutoriales de estos módulos.<br />
|-<br />
|21<br />
|The "Contacts" list view shows all the contacts. The list view is separated into list of prospects, customers, vendors and others.<br />
|La vista de lista de "Contactos/Direcciones" muestra todos los contactos. La vista de lista está separada en la lista de prospectos, clientes, proveedores y otros.<br />
|-<br />
|'''22'''<br />
|'''Tags and Grouping'''<br />
|Etiquetas y Grupos<br />
|-<br />
|23<br />
|You can create tags in order to group third parties. Tags maybe anything you want for grouping your customers such as sales region, type of customer, their importance such as VIP etc. Clicking on a tag will show all the third parties associated with it.<br />
|Puedes crear etiquetas para agrupar a terceros. Etiquetas que pueden ser cualquier cosa que quieras para agrupar a tus clientes como la región de ventas, el tipo de cliente, su importancia como VIP, etc. Al hacer clic en una etiqueta se mostrarán todos los terceros asociados a ella.<br />
|-<br />
|24<br />
|To associate tags with a third party, navigate to the third party record and click on "Modify". Input the tag names in the appropriate field.<br />
|Para asociar etiquetas con un tercero, navega al registro de terceros y haz clic en "Modificar". Introduce los nombres de las etiquetas en el campo correspondiente.<br />
|-<br />
|25<br />
|Third-parties are one of the most important data of your company. If they are well qualified, it will be easy to use them with other modules to make your commercial proposals, orders, invoices, marketing emails, or to export them into CSV or Excel sheets with the module Export.<br />
|Los terceros son uno de los datos más importantes de su empresa. Si están bien clasificados, será fácil utilizarlos con otros módulos para hacer tus propuestas comerciales, pedidos, facturas, correos electrónicos de marketing, o para exportarlos a hojas CSV o Excel con el módulo Exportaciones de Datos.<br />
|-<br />
|26<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your customers or vendors, define default values or mandatory fields, and you can use the import or export module to load or export your third parties.<br />
|También hay muchas otras características que pueden ser habilitadas desde la configuración. Además, como la mayoría de los módulos de Dolibarr, también puedes añadir tus propios campos personalizados para describir a tus clientes o proveedores, definir valores por defecto o campos obligatorios, y puedes utilizar el módulo de importación o exportación para cargar o exportar tus terceros.<br />
|-<br />
|27<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visita www.dolibarr.org para obtener más información.<br />
|}<br />
<br />'''Translation in Dutch'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''Voice Over'''<br />
|'''Translation'''<br />
|-<br />
|1<br />
|Third Parties in Dolibarr (Customers, Suppliers, Partners)<br />
|Relaties in Dolbarr (Klanten, Leveranciers, Partners)<br />
|-<br />
|2<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Third Parties module in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Relaties' werkt.<br />
|-<br />
|'''3'''<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|4<br />
|Activate the module Third Parties from the menu Home -> Setup -> Modules. Enable the module "Suppliers" as well.<br />
|Activeer de module Relaties in het menu Home->Setup->Modules. Activeer ook de module 'Leveranciers'.<br />
|-<br />
|5<br />
|Grant permission on the Third Parties module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''6'''<br />
|'''Creating a Third Party'''<br />
|'''Een Relatie aanmaken'''<br />
|-<br />
|7<br />
|The "Third Parties" module allows you to manage your customers, prospects, suppliers or partners. Some pre-filtered lists are available to list prospects, customers and vendors.<br />
|Met de module 'Relaties' kun je klanten, prospects, leveranciers en partners beheren. Er zijn diverse overzichten met gedefinieerd filter beschikbaar voor prospects, klanten en leveranciers.<br />
|-<br />
|8<br />
|Note that a third party can appear in several of these lists.<br />
|Merk op dat een relatie in meerdere overzichten kan voorkomen.<br />
|-<br />
|9<br />
|Let's look at how to create a "Third party". Provide a name and an alias. Note that this is usually the name of the business entity.<br />
|Laten we kijken hoe we een 'Relatie' aanmaken. Vul een naam in en een alias. Merk op dat dit meestal de naam is van het bedrijf of organistatie.<br />
|-<br />
|10<br />
|You can add multiple people under the third party when you add "contacts" in the next step. Choose whether the third party is a prospect, customer or vendor.<br />
|Je kunt meedere personen opvoeren bij een relatie wanneer je een contactpersonen toevoegt in de volgende stap. Kies of een relatie een prospect is, een klant of een leverancier.<br />
|-<br />
|11<br />
|Provide the address, contact details and social media handles. Choose the type and legal entity type. Upload a logo if required.<br />
|Voorzie de relatie van een adres en contactgegevens en eventueel de social media informatie. Kies het type juridische entiteit en upload een logo indien gewenst.<br />
|-<br />
|12<br />
|A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the module "Double party accounting" is used. Note that your third parties can also be easily imported using the Import module.<br />
|Een klant of leveranciers code kan automatisch of handmatig worden toegekend voor elke nieuwe relatie, evenals een grootboekrekening wanneer de uitgebreide boekhoudingsmodule is geactiveerd. Merk op dat elke relatie ook eenvoudig kan worden geïmporteerd door middel van de Import module.<br />
|-<br />
|'''13'''<br />
|'''Third Parties - Module Features'''<br />
|'''Relaties - Module functies'''<br />
|-<br />
|14<br />
|Once the third party is created, you can navigate to the "Contacts" tab to add people who are representatives of the third party or an alternative address like another delivery address or the address of an accounting department.<br />
|Zodra een relatie is aangemaakt kun je navigereven naar de 'Contactpersonen' tab om personen toe te voegen die vertegenwoordigers zijn van de relatie of een alternatief adres zoals een apart leveradres of het adres voor de financiële administratie.<br />
|-<br />
|15<br />
|You can attach files such as documents and photos under the "Linked files" menu.<br />
|Bijlagen kunnen toegevoegd worden zoals documenten of fotos, onder het tabblad gekoppelde bestanden.<br />
|-<br />
|16<br />
|If the module "Notification by Email" has been enabled, then in the "Notifications" tab, you can define people who must receive email notifications for specific Dolibarr events.<br />
|Als de module voor e-mailmeldingen is geactiveerd, kan via de tab 'kennisgevingen', worden aangegeven wie een notificatie moet krijgen bij specifieke Dolibarr gebeurtenissen.<br />
|-<br />
|17<br />
|If duplicate entries have been created for a third party, use the "Merge" button to merge the entries.<br />
|Als er een duplicaat relatie is aangemaakt voor een relatie, gebruik dan de knop 'samenvoegen' om relaties samen te voegen.<br />
|-<br />
|18<br />
|The tab "Payment information" can be used to enter bank information or electronic payment ID of your customers<br />
|Het tabblad 'Betalingsinformatie' kan gebruikt worden om bankrekeningen van een relatie op te geven.<br />
|-<br />
|19<br />
|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the third-party, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.<br />
|De 'gebeurtenissen of agenda' tab geeft een compleet overzicht van alle gebeurtenissen die zijn geweest of nog aanstaande zijn zoals het aanmaken van de relatie of een wijziging, facturering, verstuurde emails, telefoongesprekken, geplande vergaderingen, etc.<br />
|-<br />
|20<br />
|By activating mode modules, more tabs and buttons will be added on the Third-party view, providing more features like by the module "Commercial proposal", "Orders" and "Invoice". Additional information about these features is available in the relevant video tutorials of these modules.<br />
|Bij activatie van de verschillende modules, verschijnen er meer tabbladen en knoppen in het overzicht van de relatie. Hierdoor is er meer functionaliteit beschikbaar, bijvoorbeeld in het geval van de "Zakelijke voorstellen", "Verkooporders" en "Facturen". Meer informatie over deze onderdelen is beschikbaar in de diverse tutorials van deze modules.<br />
|-<br />
|21<br />
|The "Contacts" list view shows all the contacts. The list view is separated into list of prospects, customers, vendors and others.<br />
|Het menu 'Contactpersonen / adressen' laat een overzicht zien van alle contactpersonen. Het lijstweergave menu is onderverdeeld in prospects, klanten, leveranciers en overig.<br />
|-<br />
|'''22'''<br />
|'''Tags and Grouping'''<br />
|'''Labels en groepering'''<br />
|-<br />
|23<br />
|You can create tags in order to group third parties. Tags maybe anything you want for grouping your customers such as sales region, type of customer, their importance such as VIP etc. Clicking on a tag will show all the third parties associated with it.<br />
|Je kunt labels aanmaken om hiermee relaties te groeperen. Labels kunnen van alles zijn naar hoe je het wilt groeperen voor je klanten zoals verkoopregio, type klant of belangrijkheid van de klant zoals VIP etc. Wanneer je klikt op een label, worden alle relaties die hiermee gelabeld zijn getoond.<br />
|-<br />
|24<br />
|To associate tags with a third party, navigate to the third party record and click on "Modify". Input the tag names in the appropriate field.<br />
|Om labels toe te voegen aan een relatie, ga naar de betreffende relatie en klik op 'Wijzigen'. Voer de labels in het daarvoor bestemde veld.<br />
|-<br />
|25<br />
|Third-parties are one of the most important data of your company. If they are well qualified, it will be easy to use them with other modules to make your commercial proposals, orders, invoices, marketing emails, or to export them into CSV or Excel sheets with the module Export.<br />
|Relaties vormen één van de belangrijkste data van je bedrijf. Als het goed wordt opgevoerd en bijgehouden, is het eenvoudig te gebruiken bij de andere modules om bijvoorbeeld offertes, verkoopordes, facturen, marketing emails te maken of om de relaties te exporteren naar CSV of een Excel sheet met de module Export.<br />
|-<br />
|26<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your customers or vendors, define default values or mandatory fields, and you can use the import or export module to load or export your third parties.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup. Zoals in de meeste modules kun je ook gebruik maken van aanvullende attributen om de informatie van je klanten of leveranciers uit te breiden met definiëring van default waarden of verplichte velden en het is mogelijk om de import en export module te gebruiken om relaties te laden of te exporteren.<br />
|-<br />
|27<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Third_Parties_(Customers,_Suppliers,_Partners)&diff=49610Draft:Video Presentation (Dolibarr features) - Third Parties (Customers, Suppliers, Partners)2021-01-31T23:58:38Z<p>Dolisupport: </p>
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<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module Third Parties:'''<br />
<br />
'''Video Title:''' Third Parties in Dolibarr (Customers, Suppliers, Partners)<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Third Parties module in Dolibarr.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module Third Parties from the menu Home -> Setup -> Modules. Enable the module "Suppliers" as well.<br />
|Go on menu Home - Setup - Modules, scroll to Third Party module and show you can switch on/off the module. Enable also the module "Suppliers".<br />
|-<br />
|Grant permission on the Third Parties module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Demo the permissions being granted for the third parties module.<br />
|-<br />
|'''Creating a Third Party'''<br />
|<br />
|-<br />
|The "Third Parties" module allows you to manage your customers, prospects, suppliers or partners. Some pre-filtered lists are available to list prospects, customers and vendors. Note that a third party can appear in several of these lists.<br />
|Show the list views.<br />
|-<br />
|Let's look at how to create a "Third party". Provide a name and an alias. Note that this is usually the name of the business entity. You can add multiple people under the third party when you add "contacts" in the next step. Choose whether the third party is a prospect, customer or vendor. Provide the address, contact details and social media handles. Choose the type and legal entity type. Upload a logo if required.<br />
A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the module "Double party accounting" is used.<br />
Note that your third parties can also be easily imported using the Import module.<br />
|Demo the third party creation process.<br />
|-<br />
|'''Third Parties - Module Features'''<br />
|<br />
|-<br />
|Once the third party is created, you can navigate to the "Contacts" tab to add people who are representatives of the third party or an alternative address like another delivery address or the address of an accounting department.<br />
|Show the contacts tab and demo creating a contact.<br />
|-<br />
|You can attach files such as documents and photos under the "Linked files" menu.<br />
|Demo attaching a document under linked files menu.<br />
|-<br />
|If the module "Notification by Email" has been enabled, then in the "Notifications" tab, you can define people who must receive email notifications for specific Dolibarr events.<br />
|Demo configuring a notification.<br />
|-<br />
|If duplicate entries have been created for a third party, use the "Merge" button to merge the entries.<br />
|Show the merge button.<br />
|-<br />
|The tab "Payment information" can be used to enter bank information or electronic payment ID of your customers<br />
|Show the list of contacts<br />
|-<br />
|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the third-party, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.<br />
|Show the list of events<br />
|-<br />
|More tabs and buttons will be added on the Third-party view, providing more features like by the module "Commercial proposal", "Orders" and "Invoice". Additional information about these features is available in the relevant video tutorials of these modules.<br />
|<br />
|-<br />
|The "Contacts" list view shows all the contacts. The list view is separated into list of prospects, customers, vendors and others.<br />
|Show the list of contacts<br />
|-<br />
|'''Tags and Grouping'''<br />
|<br />
|-<br />
|You can create tags in order to group third parties. Tags maybe anything you want for grouping your customers such as sales region, type of customer, their importance such as VIP etc. Clicking on a tag will show all the third parties associated with it.<br />
|Click and show the tag hierarchy tree. Click on a tag to view all third parties associated with the tag.<br />
|-<br />
|To associate tags with a third party, navigate to the third party record and click on "Modify". Input the tag names in the appropriate field.<br />
Third-parties are one of the most important data of your company. If they are well qualified, it will be easy to use them with other modules to make your commercial proposals, orders, invoices, marketing emails, or to export them into CSV or Excel sheets with the module Export.<br />
|Show adding multiple tags to a third party.<br />
|-<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your customers or vendors, define default values or mandatory fields, and you can use the import or export module to load or export your third parties.<br />
|<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|}<br />
'''Translation in French'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''Voice Over'''<br />
|'''Translation'''<br />
|-<br />
|1<br />
|Third Parties in Dolibarr (Customers, Suppliers, Partners)<br />
|Tiers sur Dolibarr (clients, fournisseurs, partenaires)<br />
|-<br />
|2<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Third Parties module in Dolibarr.<br />
|Bienvenue à ce tutoriel vidéo sur le logiciel ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module Tiers.<br />
|-<br />
|'''3'''<br />
|'''Prerequisites'''<br />
|'''Prérequis'''<br />
|-<br />
|4<br />
|Activate the module Third Parties from the menu Home -> Setup -> Modules. Enable the module "Suppliers" as well.<br />
|Activez le module Tiers dans le menu Accueil -> Configuration -> Modules. Activez également le module "Fournisseurs".<br />
|-<br />
|5<br />
|Grant permission on the Third Parties module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Donnez les autorisations à vos utilisateurs sur le module Tiers. Pour des informations plus détaillées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|'''6'''<br />
|'''Creating a Third Party'''<br />
|'''Création d'un tiers'''<br />
|-<br />
|7<br />
|The "Third Parties" module allows you to manage your customers, prospects, suppliers or partners. Some pre-filtered lists are available to list prospects, customers and vendors.<br />
|Le module "Tiers" vous permet de gérer vos clients, prospects, fournisseurs ou partenaires. Certaines listes pré-filtrées sont disponibles pour répertorier ces prospects, clients et fournisseurs.<br />
|-<br />
|8<br />
|Note that a third party can appear in several of these lists.<br />
|Notez qu'un tiers peut figurer dans plusieurs de ces listes.<br />
|-<br />
|9<br />
|Let's look at how to create a "Third party". Provide a name and an alias. Note that this is usually the name of the business entity.<br />
|Voyons comment créer un "Tiers". Fournissez un nom et éventuellement un pseudonyme. Notez qu'il s'agit généralement du nom de l'entreprise.<br />
|-<br />
|10<br />
|You can add multiple people under the third party when you add "contacts" in the next step. Choose whether the third party is a prospect, customer or vendor.<br />
|Vous pourrez ajouter plusieurs personnes ou adresses sous le tiers lorsque vous ajouterez des "contacts" à l'étape suivante. Choisissez si le tiers est un prospect, un client ou un vendeur.<br />
|-<br />
|11<br />
|Provide the address, contact details and social media handles. Choose the type and legal entity type. Upload a logo if required.<br />
|Indiquez son adresse, ses coordonnées et autres caractéristiques comme le type et l'entité juridique. Téléversez un logo si nécessaire.<br />
|-<br />
|12<br />
|A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the module "Double party accounting" is used. Note that your third parties can also be easily imported using the Import module.<br />
|Un code client ou fournisseur peut être attribué automatiquement ou manuellement pour chaque nouveau tiers, tout comme le code de comptabilité si le module "Comptabilité double partie" est utilisé. Notez que vos tiers peuvent également être facilement importés à l'aide du module "Import".<br />
|-<br />
|'''13'''<br />
|'''Third Parties - Module Features'''<br />
|'''Tiers - Caractéristiques du module'''<br />
|-<br />
|14<br />
|Once the third party is created, you can navigate to the "Contacts" tab to add people who are representatives of the third party or an alternative address like another delivery address or the address of an accounting department.<br />
|Une fois le tiers créé, vous pouvez naviguer dans l'onglet "Contacts" pour ajouter des personnes qui sont des représentants du tiers ou des adresses alternatives comme une autre adresse de livraison ou l'adresse d'un service comptable.<br />
|-<br />
|15<br />
|You can attach files such as documents and photos under the "Linked files" menu.<br />
|Vous pouvez joindre des fichiers tels que des documents et des photos sous le menu "Fichiers liés".<br />
|-<br />
|16<br />
|If the module "Notification by Email" has been enabled, then in the "Notifications" tab, you can define people who must receive email notifications for specific Dolibarr events.<br />
|Si le module "Notification par email" a été activé, alors dans l'onglet "Notifications", vous pouvez définir les personnes qui doivent recevoir des notifications par email pour des événements Dolibarr spécifiques à ce tiers.<br />
|-<br />
|17<br />
|If duplicate entries have been created for a third party, use the "Merge" button to merge the entries.<br />
|Si doublons ont été créées pour un tiers, utilisez le bouton "Fusionner" pour fusionner les entrées.<br />
|-<br />
|18<br />
|The tab "Payment information" can be used to enter bank information or electronic payment ID of your customers<br />
|L'onglet "Informations de paiement" peut être utilisé pour saisir les informations bancaires ou les identifiants de paiement électronique de vos clients<br />
|-<br />
|19<br />
|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the third-party, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.<br />
|L'onglet "Événements ou agenda" vous donnera une liste complète de tous les événements passés et à venir liés au tiers, tels que la création, la mise à jour, la facturation, les e-mails envoyés, les appels téléphoniques, les réunions prévues, etc.<br />
|-<br />
|20<br />
|By activating mode modules, more tabs and buttons will be added on the Third-party view, providing more features like by the module "Commercial proposal", "Orders" and "Invoice". Additional information about these features is available in the relevant video tutorials of these modules.<br />
|En activant d'autres modules, d'autres onglets et boutons seront ajoutés à la page Tiers, offrant plus de fonctionnalités comme par exemple le module "Proposition commerciale", "Commandes" et "Facture". Des informations supplémentaires sur ces fonctionnalités sont disponibles dans les tutoriels vidéo correspondants de ces modules.<br />
|-<br />
|21<br />
|The "Contacts" list view shows all the contacts. The list view is separated into list of prospects, customers, vendors and others.<br />
|La page "Contacts" affiche la liste de tous les contacts ou adresses alternatives. La page de liste est divisée en liste de prospects, de clients, de fournisseurs et autres.<br />
|-<br />
|'''22'''<br />
|'''Tags and Grouping'''<br />
|'''Tags et regroupement'''<br />
|-<br />
|23<br />
|You can create tags in order to group third parties. Tags maybe anything you want for grouping your customers such as sales region, type of customer, their importance such as VIP etc. Clicking on a tag will show all the third parties associated with it.<br />
|Vous pouvez créer des tags afin de regrouper des tiers. Les tags peuvent être n'importe quoi pour regrouper vos clients comme la région de vente, le type de client, leur importance comme VIP etc. En cliquant sur un tag, vous verrez tous les tiers qui y sont associés.<br />
|-<br />
|24<br />
|To associate tags with a third party, navigate to the third party record and click on "Modify". Input the tag names in the appropriate field.<br />
|Pour associer des tags à un tiers, naviguez jusqu'à l'enregistrement du tiers et cliquez sur "Modifier". Saisissez les noms des tags dans le champ approprié.<br />
|-<br />
|25<br />
|Third-parties are one of the most important data of your company. If they are well qualified, it will be easy to use them with other modules to make your commercial proposals, orders, invoices, marketing emails, or to export them into CSV or Excel sheets with the module Export.<br />
|Les tiers sont l'une des données les plus importantes de votre entreprise. Si elles sont bien qualifiées, il sera facile de les utiliser avec d'autres modules pour faire vos propositions commerciales, commandes, factures, e-mails marketing, ou de les exporter en CSV ou en feuilles Excel avec le module Export.<br />
|-<br />
|26<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your customers or vendors, define default values or mandatory fields, and you can use the import or export module to load or export your third parties.<br />
|De nombreuses autres fonctionnalités peuvent également être activées à partir de la configuration. De plus, comme la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos clients ou fournisseurs, définir des valeurs par défaut ou des champs obligatoires, et vous pouvez utiliser le module d'importation ou d'exportation pour importer ou exporter vos tiers.<br />
|-<br />
|27<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir suivi ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
<br />
'''Translation in Spanish'''<br />
<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''Voice Over'''<br />
|'''Translation'''<br />
|-<br />
|1<br />
|Third Parties in Dolibarr (Customers, Suppliers, Partners)<br />
|Terceros en Dolibarr (Clientes, Proveedores, Socios)<br />
|-<br />
|2<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Third Parties module in Dolibarr.<br />
|Bienvenido a este video tutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo Terceros en Dolibarr.<br />
|-<br />
|'''3'''<br />
|'''Prerequisites'''<br />
|Requisitos previos<br />
|-<br />
|4<br />
|Activate the module Third Parties from the menu Home -> Setup -> Modules. Enable the module "Suppliers" as well.<br />
|Activar el módulo Terceros desde el menú Inicio -> Configuración -> Módulos. Activa también el módulo "Proveedores".<br />
|-<br />
|5<br />
|Grant permission on the Third Parties module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Concede permiso al módulo "Terceros" para tus usuarios. Para obtener información más avanzada sobre cómo configurar los permisos de los usuarios, puedes ver nuestro video "Usuarios, Grupos y Permisos"<br />
|-<br />
|'''6'''<br />
|'''Creating a Third Party'''<br />
|Creación de un Tercero<br />
|-<br />
|7<br />
|The "Third Parties" module allows you to manage your customers, prospects, suppliers or partners. Some pre-filtered lists are available to list prospects, customers and vendors.<br />
|El módulo "Terceros" te permite gestionar tus clientes, clientes potenciales, proveedores o socios. Algunas listas prefiltradas están disponibles para listar clientes potenciales, clientes y proveedores.<br />
|-<br />
|8<br />
|Note that a third party can appear in several of these lists.<br />
|Ten en cuenta que un tercero puede aparecer en varias de estas listas.<br />
|-<br />
|9<br />
|Let's look at how to create a "Third party". Provide a name and an alias. Note that this is usually the name of the business entity.<br />
|Veamos cómo crear un "Tercero". Proporciona un nombre y un alias. Ten en cuenta que éste suele ser el nombre de la entidad comercial.<br />
|-<br />
|10<br />
|You can add multiple people under the third party when you add "contacts" in the next step. Choose whether the third party is a prospect, customer or vendor.<br />
|Puedes añadir varias personas a un tercero cuando añadas "contactos" en el siguiente paso. Elige si el tercero es un cliente potencial, un cliente o un proveedor.<br />
|-<br />
|11<br />
|Provide the address, contact details and social media handles. Choose the type and legal entity type. Upload a logo if required.<br />
|Introduzce la dirección, los datos de contacto y los datos de las redes sociales. Escoge el tipo y el tipo de entidad legal. Sube un logotipo si es necesario.<br />
|-<br />
|12<br />
|A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the module "Double party accounting" is used. Note that your third parties can also be easily imported using the Import module.<br />
|Se puede asignar un código de cliente o proveedor de forma automática o manual para cada nuevo tercero, como el código de contabilidad si se utiliza el módulo "Contabilidad (Doble Partida)". Ten en cuenta que sus terceros también pueden ser importados fácilmente utilizando el módulo "Importación de Datos".<br />
|-<br />
|'''13'''<br />
|'''Third Parties - Module Features'''<br />
|Terceros - Características del Módulo<br />
|-<br />
|14<br />
|Once the third party is created, you can navigate to the "Contacts" tab to add people who are representatives of the third party or an alternative address like another delivery address or the address of an accounting department.<br />
|Una vez creado el tercero, puedes navegar a la pestaña "Contactos" para añadir personas que sean representantes del tercero, o una dirección alternativa como otra dirección de entrega o la dirección de un departamento de contabilidad.<br />
|-<br />
|15<br />
|You can attach files such as documents and photos under the "Linked files" menu.<br />
|Puedes adjuntar archivos como documentos y fotos en el menú "Archivos vinculados".<br />
|-<br />
|16<br />
|If the module "Notification by Email" has been enabled, then in the "Notifications" tab, you can define people who must receive email notifications for specific Dolibarr events.<br />
|Si el módulo "Notificación Sobre Eventos" ha sido activado, entonces en la pestaña "Notificaciones", se pueden definir las personas que deben recibir las notificaciones por correo electrónico para los eventos específicos de Dolibarr.<br />
|-<br />
|17<br />
|If duplicate entries have been created for a third party, use the "Merge" button to merge the entries.<br />
|Si se han creado entradas duplicadas para un tercero, utiliza el botón "Fusión" para fusionar las entradas.<br />
|-<br />
|18<br />
|The tab "Payment information" can be used to enter bank information or electronic payment ID of your customers<br />
|La pestaña "Información del pago" puede utilizarse para introducir la información bancaria o el ID de pago electrónico de sus clientes<br />
|-<br />
|19<br />
|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the third-party, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.<br />
|La pestaña "Eventos/Agenda" te dará una lista completa de todos los eventos pasados y futuros relacionados con el tercero, como la creación, actualización, facturación, correos electrónicos enviados, llamadas telefónicas, reuniones planificadas, etc.<br />
|-<br />
|20<br />
|More tabs and buttons will be added on the Third-party view, providing more features like by the module "Commercial proposal", "Orders" and "Invoice". Additional information about these features is available in the relevant video tutorials of these modules.<br />
|Se añadirán más pestañas y botones en la vista de terceros, proporcionando más características como por ejemplo por el módulo "Presupuestos", "Pedidos" y "Factura". Se puede obtener información adicional sobre estas características en los correspondientes videotutoriales de estos módulos.<br />
|-<br />
|21<br />
|The "Contacts" list view shows all the contacts. The list view is separated into list of prospects, customers, vendors and others.<br />
|La vista de lista de "Contactos/Direcciones" muestra todos los contactos. La vista de lista está separada en la lista de prospectos, clientes, proveedores y otros.<br />
|-<br />
|'''22'''<br />
|'''Tags and Grouping'''<br />
|Etiquetas y Grupos<br />
|-<br />
|23<br />
|You can create tags in order to group third parties. Tags maybe anything you want for grouping your customers such as sales region, type of customer, their importance such as VIP etc. Clicking on a tag will show all the third parties associated with it.<br />
|Puedes crear etiquetas para agrupar a terceros. Etiquetas que pueden ser cualquier cosa que quieras para agrupar a tus clientes como la región de ventas, el tipo de cliente, su importancia como VIP, etc. Al hacer clic en una etiqueta se mostrarán todos los terceros asociados a ella.<br />
|-<br />
|24<br />
|To associate tags with a third party, navigate to the third party record and click on "Modify". Input the tag names in the appropriate field.<br />
|Para asociar etiquetas con un tercero, navega al registro de terceros y haz clic en "Modificar". Introduce los nombres de las etiquetas en el campo correspondiente.<br />
|-<br />
|25<br />
|Third-parties are one of the most important data of your company. If they are well qualified, it will be easy to use them with other modules to make your commercial proposals, orders, invoices, marketing emails, or to export them into CSV or Excel sheets with the module Export.<br />
|Los terceros son uno de los datos más importantes de su empresa. Si están bien clasificados, será fácil utilizarlos con otros módulos para hacer tus propuestas comerciales, pedidos, facturas, correos electrónicos de marketing, o para exportarlos a hojas CSV o Excel con el módulo Exportaciones de Datos.<br />
|-<br />
|26<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your customers or vendors, define default values or mandatory fields, and you can use the import or export module to load or export your third parties.<br />
|También hay muchas otras características que pueden ser habilitadas desde la configuración. Además, como la mayoría de los módulos de Dolibarr, también puedes añadir tus propios campos personalizados para describir a tus clientes o proveedores, definir valores por defecto o campos obligatorios, y puedes utilizar el módulo de importación o exportación para cargar o exportar tus terceros.<br />
|-<br />
|27<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visita www.dolibarr.org para obtener más información.<br />
|}<br />
<br />'''Translation in Dutch'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''Voice Over'''<br />
|'''Translation'''<br />
|-<br />
|1<br />
|Third Parties in Dolibarr (Customers, Suppliers, Partners)<br />
|Relaties in Dolbarr (Klanten, Leveranviers, Partners)<br />
|-<br />
|2<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Third Parties module in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Relaties' werkt.<br />
|-<br />
|'''3'''<br />
|'''Prerequisites'''<br />
|'''Voorbereiding'''<br />
|-<br />
|4<br />
|Activate the module Third Parties from the menu Home -> Setup -> Modules. Enable the module "Suppliers" as well.<br />
|Activeer de module Relaties in het menu Home->Setup->Modules. Activeer ook de module 'Leveranciers'.<br />
|-<br />
|5<br />
|Grant permission on the Third Parties module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|'''6'''<br />
|'''Creating a Third Party'''<br />
|'''Een relatie aanmaken'''<br />
|-<br />
|7<br />
|The "Third Parties" module allows you to manage your customers, prospects, suppliers or partners. Some pre-filtered lists are available to list prospects, customers and vendors.<br />
|Met de module 'Relaties' kun je klanten, prospects, leveranciers en partners beheren. Er zijn diverse overzichten met gedefinieerd filter beschikbaar voor prospects, klanten en leveranciers.<br />
|-<br />
|8<br />
|Note that a third party can appear in several of these lists.<br />
|Merk op dat een relatie in meerdere overzichten kan voorkomen.<br />
|-<br />
|9<br />
|Let's look at how to create a "Third party". Provide a name and an alias. Note that this is usually the name of the business entity.<br />
|Laat we kijken hoe we een 'Relatie' aanmaken. Vul een naam in en een alias. Merk op dat dit meestal de naam is van het bedrijf of organistatie.<br />
|-<br />
|10<br />
|You can add multiple people under the third party when you add "contacts" in the next step. Choose whether the third party is a prospect, customer or vendor.<br />
|Je kunt meedere personen opvoeren bij een relatie wanneer je een contactpersoon toevoegt in de volgende stap. Kies of een relatie een prospect is, een klant of een leverancier.<br />
|-<br />
|11<br />
|Provide the address, contact details and social media handles. Choose the type and legal entity type. Upload a logo if required.<br />
|Voorzie de relatie van een adres en contactgegevens en eventueel de social media informatie.<br />
|-<br />
|12<br />
|A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the module "Double party accounting" is used. Note that your third parties can also be easily imported using the Import module.<br />
|Een klant of leveranciers code kan automatisch of handmatig worden toegekend voor elke nieuwe relatie, evenals een grootboekrekening wanneer de uitgebreide boekhoudingsmodule wordt gebruikt. Merk op dat elke relatie ook eenvoudig kan worden geïmporteerd door middel van de Import module.<br />
|-<br />
|'''13'''<br />
|'''Third Parties - Module Features'''<br />
|'''Relaties - Module functies'''<br />
|-<br />
|14<br />
|Once the third party is created, you can navigate to the "Contacts" tab to add people who are representatives of the third party or an alternative address like another delivery address or the address of an accounting department.<br />
|Zodra een relatie is aangemaakt kun je navigereven naar de 'Contactpersonen' tab om personen toe te voegen die vertegenwoordigers zijn van de relatie of een alternatief adres zoals een apart leveradres of het adres voor de financiële administratie.<br />
|-<br />
|15<br />
|You can attach files such as documents and photos under the "Linked files" menu.<br />
|Bijlagen kunnen toegevoegd worden zoals documenten of fotos, onder het tabblad gekoppelde bestanden.<br />
|-<br />
|16<br />
|If the module "Notification by Email" has been enabled, then in the "Notifications" tab, you can define people who must receive email notifications for specific Dolibarr events.<br />
|Als de module voor e-mailmeldingen is geactiveerd, kan via de tab 'kennisgevingen', worden aangegeven wie een notificatie moet krijgen bij specifieke Dolibarr gebeurtenissen.<br />
|-<br />
|17<br />
|If duplicate entries have been created for a third party, use the "Merge" button to merge the entries.<br />
|Als er een duplicaat relatie is aangemaakt voor een relatie, gebruik dan de knop 'samenvoegen' om relaties samen te voegen.<br />
|-<br />
|18<br />
|The tab "Payment information" can be used to enter bank information or electronic payment ID of your customers<br />
|Het tabblad 'Betalingsinformatie' kan gebruikt worden om bankrekeningen van een relatie op te geven.<br />
|-<br />
|19<br />
|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the third-party, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.<br />
|De 'gebeurtenissen of agenda' tab geeft een compleet overzicht van alle gebeurtenissen die zijn geweest of nog aanstaande zijn zoals de aanmaak, een wijziging, factuur, verstuurde emails, telefoontjes, geplande vergaderingen, etc.<br />
|-<br />
|20<br />
|By activating mode modules, more tabs and buttons will be added on the Third-party view, providing more features like by the module "Commercial proposal", "Orders" and "Invoice". Additional information about these features is available in the relevant video tutorials of these modules.<br />
|Bij activatie van de verschillende modules, verschijnen er meer tabbladen en knoppen in het overzicht van de relatie. Hierdoor is er meer functionaliteit beschikbaar, bijvoorbeeld in het geval van de "Zakelijke voorstellen", "Verkooporders" en "Facturen". Meer informatie over deze onderdelen is beschikbaar in de diverse tutorials van deze modules.<br />
|-<br />
|21<br />
|The "Contacts" list view shows all the contacts. The list view is separated into list of prospects, customers, vendors and others.<br />
|Het menu 'Contactpersonen / adressen' laat een overzicht zien van alle contactpersoenen. De lijst weergave is beschikbaar voor prospects, klanten, leveranciers en overig.<br />
|-<br />
|'''22'''<br />
|'''Tags and Grouping'''<br />
|'''Labels en groepering'''<br />
|-<br />
|23<br />
|You can create tags in order to group third parties. Tags maybe anything you want for grouping your customers such as sales region, type of customer, their importance such as VIP etc. Clicking on a tag will show all the third parties associated with it.<br />
|Je kunt labels aanmaken om hiermee relaties te groeperen. Labels kunnen van alles zijn naar hoe je het wilt groeperen voor je klanten zoals verkoop regio, type klant, belangrijkheid van de klant zoals VIP etc. Wanneer je klikt op een label, worden alle relaties die hiermee gelabeld zijn getoond.<br />
|-<br />
|24<br />
|To associate tags with a third party, navigate to the third party record and click on "Modify". Input the tag names in the appropriate field.<br />
|Om een label toe voegen aan een relatie, ga naar de betreffende relatie en klik op 'Wijzigen'. Voer de labels in het daarvoor bestemde veld.<br />
|-<br />
|25<br />
|Third-parties are one of the most important data of your company. If they are well qualified, it will be easy to use them with other modules to make your commercial proposals, orders, invoices, marketing emails, or to export them into CSV or Excel sheets with the module Export.<br />
|Relaties vormen één van de belangrijkste data van je bedrijf. Als het goed wordt opgevoerd en bijgehouden, is het eenvoudig te gebruiken bij de andere modules om bijvoorbeeld offertes, verkoopordes, facturen, marketing emails te maken of om de relaties te exporteren naar CSV of een Excel sheer met de module Export.<br />
|-<br />
|26<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your customers or vendors, define default values or mandatory fields, and you can use the import or export module to load or export your third parties.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup. In de meeste modules kun je ook gebruik maken van aanvullende attributen om je onkostendeclaraties uit te breiden en het is mogelijk om de import en export module te gebruiken om relaties te laden of te exporteren.<br />
|-<br />
|27<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Leaves&diff=49609Draft:Video Presentation (Dolibarr features) - Leaves2021-01-30T23:33:02Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module Leaves:'''<br />
<br />
'''Video Title:''' Leave Requests<br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module Leaves from menu Home - Setup - Modules<br />
|Go on menu Home - Setup - Modules, scroll to Leave module and show you can switch on/off the module.<br />
<br /><br />
|-<br />
|Grant permission on the modules for the user.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Open the record of the current user, tab Permissions and show the list of permissions for the Leave module.<br />
|-<br />
| colspan="2" |'''Title Slide: Applying for Leave'''<br />
|-<br />
|The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees.<br />
|Click on the HRM menu. Click on the "Leave" menu to show the list view appearing.<br />
|-<br />
|Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module.<br />
|Click on the menu item.<br />
|-<br />
|The current leave balance is displayed at the top for your reference.<br />
|Zoom in and show the leave balance count.<br />
|-<br />
|Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate.<br />
|Choose the user.<br />
|-<br />
|Choose the type of leave that you want to apply for.<br />
|Choose the type. Note that you can define several types of leave from the setup pages of application.<br />
|-<br />
|Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave.<br />
|Choose the dates.<br />
|-<br />
|Choose the user who will approve your leave.<br />
|Choose the user.<br />
|-<br />
|You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request.<br />
|Fill in a description and submit the form.<br />
|-<br />
|The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button.<br />
|Click the linked files tab. Then, return to the main tab and click Validate and submit the leave request.<br />
|-<br />
| colspan="2" |'''Title Slide: Approval Workflow'''<br />
|-<br />
|Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Show the dashboard of the supervisor and click on the "Leave Request" which is awaiting action.<br />
|-<br />
|The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. Once a leave is approved, the remaining number of available days can be automatically updated.<br />
|Show the leave request which was created in the previous step being approved by the supervisor or administrator.<br />
|-<br />
| colspan="2" |'''Title Slide: Viewing Leaves & Updating the Leave Balance'''<br />
|-<br />
|Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as Draft, awaiting approval, approved, canceled and refused.<br />
|Show the list views of leaves.<br />
|-<br />
|Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance. Note that if you setup several types of leaves with different counters, you may have several columns with different values on this page.<br />
|Click on balance of leave. Show the leave balance being updated for an employee.<br />
|-<br />
|Monthly statement gives a graphical birds eye view of all the leaves based on a month and year of choice.<br />
|Click on Monthly statement and choose a month and year to view the report.<br />
|-<br />
|Change logs capture and provide details of any changes made to the leave balance of any employee.<br />
|Click on View Change logs and show the list.<br />
|-<br />
|There is a plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your leaves, define default or mandatory values, and you can use the export module to export the leaves database.<br />
|<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|}<br />
<br />
<br />
'''Storyboard in French: Gestion des congés'''<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the French Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le logiciel Dolibarr ERP et CRM. Dans cette vidéo, nous allons voir comment utiliser le module de gestion des congés dans Dolibarr.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Pré-requis<br />
|-<br />
|3<br />
|Activate the module Leaves from menu Home -> Setup -> Modules<br />
|Activer le module Congés du menu Accueil -> Configuration -> Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for the user. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Accorder à l'utilisateur les autorisations sur le module. Pour des informations plus avancées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|5<br />
|Applying for Leave<br />
|Demander un congé<br />
|-<br />
|6<br />
|The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees.<br />
|Le module "Congé" est disponible sous le menu GRH et est utile pour gérer les demandes de congé des employés.<br />
|-<br />
|7<br />
|Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module.<br />
|Les employés peuvent demander des congés en cliquant sur le menu "Nouveau". L'option de menu est disponible à condition que l'utilisateur ait l'autorisation appropriée pour le module "Congé".<br />
|-<br />
|8<br />
|The current leave balance is displayed at the top for your reference.<br />
|Le solde de congés actuel est affiché en haut à titre de référence.<br />
|-<br />
|9<br />
|Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate.<br />
|Choisissez l'utilisateur pour lequel la demande de congé est déposée. Si vous êtes un chef d'équipe ou un administrateur, vous pourrez choisir un utilisateur qui est votre subordonné.<br />
|-<br />
|10<br />
|Choose the type of leave that you want to apply for.<br />
|Choisissez le type de congé pour lequel vous souhaitez déposer une demande.<br />
|-<br />
|11<br />
|Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave.<br />
|Choisissez une date de début et une date de fin ainsi que les demi-journées au cas où vous ne demanderiez pas un jour de congé complet.<br />
|-<br />
|12<br />
|Choose the user who will approve your leave.<br />
|Choisissez l'utilisateur qui approuvera votre congé parmi ceux autorisés.<br />
|-<br />
|13<br />
|You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request.<br />
|Vous pouvez utiliser le champ de description pour fournir toute information supplémentaire. Cliquez sur le bouton "Créer une demande de congé" pour enregistrer la demande de congé.<br />
|-<br />
|14<br />
|The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button.<br />
|La demande de congé est maintenant à l'état de brouillon. Le menu des "Fichiers joints" vous permet d'ajouter des pièces jointes si nécessaire. Une fois que vous avez terminé, soumettez votre demande de congé en cliquant sur le bouton "Valider".<br />
|-<br />
|15<br />
|Approval Workflow<br />
|Flux de travail d'approbation<br />
|-<br />
|16<br />
|Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Les demandes de congé ainsi créées et soumises pour approbation seront en attente d'une action dans le tableau de bord des responsables hiérarchiques ou de l'administrateur concernés.<br />
|-<br />
|17<br />
|The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. Once a leave is approved, the available leave is automatically updated.<br />
|Le supérieur hiérarchique ou l'administrateur peut maintenant examiner la demande de congé et prendre les mesures appropriées, telles que l'approbation ou le refus. Une fois qu'un congé est approuvé, le solde de congé disponible est automatiquement mis à jour.<br />
|-<br />
|18<br />
|Viewing Leaves & Updating the Leave Balance<br />
|Consultation des congés et mise à jour du solde des congés<br />
|-<br />
|19<br />
|Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as draft, awaiting approval, approved, canceled and refused.<br />
|Utilisez les menus appropriés pour consulter la liste des congés. Ils peuvent être révisés en fonction du statut de chaque congé, comme par exemple Brouillon, En attente d'approbation, Approuvé, Annulé et Refusé.<br />
|-<br />
|20<br />
|Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance.<br />
|Les administrateurs ou responsables RH peuvent cliquer sur "Solde des congés" pour examiner le solde des congés disponibles pour chaque employé. Pour mettre à jour manuellement le solde de congés de n'importe quel employé, il suffit de remplir les jours, d'ajouter une note si nécessaire et de cliquer sur "Mettre à jour" pour mettre à jour le solde de congés.<br />
|-<br />
|21<br />
|Note that if you setup several types of leaves with different counters, you may have several columns with different values on this page.<br />
|Notez que si vous configurez plusieurs types de congés avec des compteurs différents, vous pouvez avoir plusieurs colonnes avec des valeurs différentes sur cette page.<br />
|-<br />
|22<br />
|Monthly statement gives a graphical birds-eye view of all the leaves based on a month and year of choice.<br />
|Le relevé mensuel donne une vue d'ensemble graphique de tous les congés sur la base d'un mois et d'une année au choix.<br />
|-<br />
|23<br />
|Change logs capture and provide details of any changes made to the leave balance of any employee.<br />
|Le journal des modifications enregistre et fournit le détail de toute modification apportée au solde de congés de tout employé.<br />
|-<br />
|24<br />
|There is also plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your leaves, define default or mandatory values, and you can use the export module to export the leaves database.<br />
|De nombreuses autres fonctionnalités peuvent être activées à partir de la configuration. Ainsi, comme la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos congés, définir des valeurs par défaut ou obligatoires, et vous pouvez utiliser le module d'exportation pour exporter la base de données des congés.<br />
|-<br />
|25<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.<br />
|}<br />
'''Translation in Dutch'''<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Dutch Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Leave Requests module in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Verlofaanvraag beheer' werkt.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Voorbereiding<br />
|-<br />
|3<br />
|Activate the module Leaves from menu Home -> Setup -> Modules<br />
|Activeer de module 'Verlofaanvraag beheer' in het menu Home->Setup->Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for the user. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|5<br />
|Applying for Leave<br />
|Verlof aanvragen<br />
|-<br />
|6<br />
|The "Leave" module is available under the HRM menu and is helpful in managing leave and leave requests of employees.<br />
|De module 'Verlof aanvraag beheer' is beschikbaar onder het HRM menu en is handig om verlofaanvragen van medewerkers te beheren.<br />
|-<br />
|7<br />
|Employees can apply for Leave by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to the leave module.<br />
|Medewerkers kunnen verlof aanvragen door te kiezen voor 'Nieuw' in het menu. De menu optie is beschikbaar als aan de gebruiker deze rechten zijn toegekend om verlof te mogen aanvragen.<br />
|-<br />
|8<br />
|The current leave balance is displayed at the top for your reference.<br />
|Het huidige verlofsaldo wordt gepresenteerd boven aan de pagina ter referentie.<br />
|-<br />
|9<br />
|Choose the user for whom the leave request is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate.<br />
|Kies de gebruiker voor wie de verlofaanvraag van toepassing is. Als je een leidinggevende bent of beheerder, dan kun je een ondergeschikte gebruiker kiezen.<br />
|-<br />
|10<br />
|Choose the type of leave that you want to apply for.<br />
|Kies het type verlof dat je wilt aanvragen.<br />
|-<br />
|11<br />
|Choose a start date and end date as well as the sessions in case you are not applying for a full day of leave.<br />
|Kies de begin en einddatum en eventuele dagdelen als je niet een hele dag vrij vraagt.<br />
|-<br />
|12<br />
|Choose the user who will approve your leave.<br />
|Kies de gebruiker die het verlof zal goedkeuren.<br />
|-<br />
|13<br />
|You can use the description field to provide any additional information. Click the "Create Leave Request" button to save the leave request.<br />
|Je kunt het omschrijvingsveld gebruiken om aanvullende informatie op te geven. Klik op 'Aanmaken verlofverzoek' om de verlofaanvraag op te slaan.<br />
|-<br />
|14<br />
|The leave request is now in the draft status. The linked files menu allows you to add any attachments if required. Once done, submit your leave request by clicking on the "Validate" button.<br />
|Het verzoek voor verlof is nu in de concept status gekomen. Via gekoppelde bestanden kun je indien nodig bijlagen toevoegen. Hierna, kun je het verlof verzoek indienen door te klikken op de 'Valdeer' knop.<br />
|-<br />
|15<br />
|Approval Workflow<br />
|Goedkeuringsproces<br />
|-<br />
|16<br />
|Leave Requests thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Verlofaanvragen die zijn aangemaakt en verstuurd voor goedkeuring zijn te vinden op het dashboard van de bijbehorende leidinggevende of beheerders dashboard.<br />
|-<br />
|17<br />
|The supervisor or administrator can now review the leave request and take appropriate action such as approval or refusal. Once a leave is approved, the available leave is automatically updated.<br />
|De leidinggevende of beheerder kan nu de verlofaanvraag beoordelen en naar gelang van toepassing het goedkeuren of afwijzen. Indien het verlof wordt goedgekeurd, zal het beschikbare verlofsaldo automatisch worden bijgewerkt.<br />
|-<br />
|18<br />
|Viewing Leaves & Updating the Leave Balance<br />
|Inzien van verlofaanvragen en verlofsaldo muteren <br />
|-<br />
|19<br />
|Use the appropriate menus to view the list of leaves. Leaves can be reviewed based on the status of each leave such as draft, awaiting approval, approved, canceled and refused.<br />
|Gebruik de beschikbare menu opties om een overzicht van de verlofaanvragen in te zien. Verlofaanvragen kunnen bekeken worden op basis van elke status, zoals concept, wachten op goedkeuring, goedgekeurd, geannuleerd en geweigerd. <br />
|-<br />
|20<br />
|Administrators can click on "Balance of Leave" to review the available leave balance for each employee. To update the leave balance of any employee, simply fill in the days, add a note if required and click on "Update" to update the leave balance.<br />
|Beheerders kunnen klikken op 'Saldo van verlof' om het saldo van verlof van elke medewerker te bekijken. Om het saldo aan te passen van een medewerker, pas dan eenvoudig het aantal dagen aan, vul zonodig een notitie in en klik op 'Update' om het saldo aan te passen.<br />
|-<br />
|21<br />
|Note that if you setup several types of leaves with different counters, you may have several columns with different values on this page.<br />
|Merk op dat in de setup je verschillende type verlof met verschillende tellers kunt opvoeren. Het kan dus zijn dat er meerdere kolommen met verschillende waarden worden getoond op deze pagina.<br />
|-<br />
|22<br />
|Monthly statement gives a graphical birds-eye view of all the leaves based on a month and year of choice.<br />
|Het maandoverzicht geeft een mooi overzicht van alle verlofaanvragen per maand van het gekozen jaar en maand.<br />
|-<br />
|23<br />
|Change logs capture and provide details of any changes made to the leave balance of any employee.<br />
|Raadplegen log van wijzigingen, geeft een gedetailleerd overzicht van elke wijziging die gedaan is van het verlofsaldo van elke medewerker.<br />
|-<br />
|24<br />
|There is also plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add your own custom fields to describe your leaves, define default or mandatory values, and you can use the export module to export the leaves database.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup. In de meeste modules kun je ook gebruik maken van aanvullende attributen om je onkostendeclaraties uit te breiden en het is mogelijk om de onkostendeclaraties als databestand te exporteren.<br />
|-<br />
|25<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Expense_Reports&diff=49596Draft:Video Presentation (Dolibarr features) - Expense Reports2021-01-29T22:41:34Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module Expense Report:'''<br />
<br />
'''Video Title:''' Expense Reports<br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module Expense Report from menu Home - Setup - Modules<br />
|Go on menu Home - Setup - Modules, scroll to Expense Report module and show you can switch on/off the module.<br />
|-<br />
|Grant permission on the modules for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Open the record of the current user, tab Permissions and show the list of permissions for the Expense reports module.<br />
|-<br />
| colspan="2" |'''Title Slide: Creating an Expense Report'''<br />
|-<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Click on the HRM menu. Click on the "Expense Reports" menu to show the dashboard view of the same.<br />
|-<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Click on the menu item.<br />
|-<br />
|Provide a start date and end date for the expense report.<br />
|Fill in a start and end date.<br />
|-<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Choose the user.<br />
|-<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Choose the approval user.<br />
|-<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Fill in information into the notes fields.<br />
|-<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed. Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Add an entry and click "Add".<br />
|-<br />
|You can upload documents such as scanned bills or receipts.<br />
|Show document upload (upload an image file of a restaurant note for example).<br />
|-<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the expected approver.<br />
|Click on the button and confirm to submit for approval.<br />
|-<br />
| colspan="2" |'''Title Slide: Approval Workflow'''<br />
|-<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Show the dashboard of the supervisor and click on the "Expense Report" which is awaiting action.<br />
|-<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automaticaly sent to the requester to inform him of choice.<br />
|Show the expense report which was created in the previous step being approved by the supervisor or administrator.<br />
|-<br />
|Users can also modify expense reports. To create a new expense report based on an existing one, use the clone option.<br />
|Show the modify and clone buttons.<br />
|-<br />
| colspan="2" |'''Title Slide: Viewing Expense Reports and Statistics'''<br />
|-<br />
|Use the appropriate menus to view the list of expense reports. Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Show the list views of expense reports.<br />
|-<br />
|Statistics gives a graphical birds eye view of all the expense reports. Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Show the search fields filled in and the statistics being shown.<br />
|-<br />
|There is a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|-<br />
|}<br />
<br />
<br />
'''Storyboard in French: Notes de Frais'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the French Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser les notes de frais dans Dolibarr.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Pré-requis<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Activez le module Note de frais à partir du menu Accueil -> Configuration -> Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Autorisez vos utilisateurs à utiliser le module. Pour des informations plus détaillées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Création d'une note de frais<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Les notes de frais sont disponibles dans le menu GRH et constituent un outil essentiel pour saisir les dépenses des projets.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Les notes de frais peuvent être créées en cliquant sur le menu "Nouveau". L'option de menu est disponible à condition que l'utilisateur ait la permission appropriée pour créer des notes de frais.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Indiquez une date de début et une date de fin pour la note de frais.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Si vous êtes un chef d'équipe ou un administrateur, vous pourrez choisir un utilisateur qui est votre subordonné, sinon, l'utilisateur sera automatiquement renseigné pour vous-même.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Vous devez également choisir l'utilisateur qui est responsable de l'approbation de la note de frais. Pour les employés, il sera automatiquement attribué au supérieur hierarchique de l'utilisateur.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Vous pouvez utiliser les champs de notes pour saisir toute information supplémentaire, publique ou privée.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Une fois créée, vous pouvez ajouter les dépenses réelles à la note de frais. Choisissez une date et éventuellement le projet sur lequel imputer les frais.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Choisissez le type, saisissez une description et entrez le montant. Choisissez la quantité et cliquez sur "Ajouter".<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Vous pouvez téléverser des documents tels que des factures ou des reçus scannés.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Notez que vous pouvez ajouter plusieurs lignes dans la même note de frais, de sorte que vous ne pouvez faire qu'une seule note de frais globale par semaine ou par mois.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Une fois la note de frais créée, cliquez sur "Valider et soumettre pour approbation" pour soumettre la note de frais pour approbation. Notez qu'un courriel est automatiquement envoyé à l'approbateur.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Processus d'approbation<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Les notes de frais ainsi créées et soumises pour approbation seront en attente d'action dans le tableau de bord du supérieur ou de l'administrateur concerné.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|Le supérieur ou l'administrateur peut maintenant examiner la note de frais et prendre les mesures appropriées, telles que l'approbation ou le rejet. Notez qu'un courriel sera automatiquement envoyé au demandeur pour l'informer du choix.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Les utilisateurs peuvent également modifier les notes de frais.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Pour créer une nouvelle note de frais à partir d'une note de frais existante, utilisez l'option de clonage.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Visualisation des notes de frais et des statistiques<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Utilisez les menus appropriés pour consulter la liste des notes de frais.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Les notes de frais peuvent être examinées en fonction de l'état de chaque note, par exemple : brouillon, validé, approuvé, payé, annulé et refusé.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|Les statistiques donnent une vue d'ensemble graphique de toutes les notes de frais.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Remplissez les filtres requis si vous recherchez des notes de frais spécifiques. Vous pouvez consultez les statistiques sous forme de tableau ou de graphique.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|De nombreuses autres fonctionnalités peuvent être activées à partir de la configuration. Ainsi, comme dans la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos notes de frais et vous pourrez exporter votre base de données de notes de frais.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.<br />
|}<br />
'''German Translation'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the German Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video sehen wir uns an, wie Spesenabrechnungen in Dolibarr verwendet werden.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Voraussetzungen<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Aktivieren Sie das Modul Spesenabrechnung über das Menü Startseite -> Einstellungen -> Module<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für die Module. Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video „Benutzer, Gruppen und Berechtigungen“.<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Spesenabrechnung erstellen<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Spesenabrechnungen sind im Personnel-Menü verfügbar und ein wichtiges Werkzeug zur Erfassung von Projektkosten.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Spesenabrechnungen können durch Klicken auf die Menüoption „Neu" erstellt werden. Die Menüoption ist verfügbar, solange der Benutzer über die entsprechende Berechtigung zum Erstellen von Spesenabrechnungen verfügt.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Geben Sie ein Start- und Enddatum für die Spesenabrechnung an.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Wenn Sie ein Vorgesetzter oder Administrator sind, können Sie einen Benutzer auswählen, der Ihnen untergeordnet ist. Wenn nicht, wird der Benutzer automatisch als Sie selbst befüllt.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Sie müssen auch den Benutzer auswählen, der für die Genehmigung der Spesenabrechnung verantwortlich ist. Für Mitarbeiter wird es automatisch auf den Vorgesetzten des Benutzers eingestellt.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Sie können die Notizfelder verwenden, um zusätzliche öffentliche oder private Informationen zu erfassen.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Nach der Erstellung können Sie die Ausgaben zu dem Bericht hinzufügen. Wählen Sie ein Datum und das Projekt, zu dem die Rechnung gehört.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Wählen Sie Typ, geben Sie eine Beschreibung ein und geben Sie den Betrag ein. Wählen Sie die Menge und klicken Sie auf „Hinzufügen".<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Sie können Dokumente wie gescannte Rechnungen oder Quittungen hochladen.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Beachten Sie, dass Sie in derselben Spesenabrechnung mehrere Zeilen hinzufügen können, sodass Sie nur eine Spesenabrechnung pro Woche oder Monat erstellen können.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Klicken Sie nach dem Erstellen der Spesenabrechnung auf „Validieren und zur Genehmigung einreichen", um die Spesenabrechnung zur Genehmigung einzureichen. Beachten Sie, dass eine E-Mail automatisch an den Genehmigenden gesendet wird.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Genehmigungsworkflow<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Auf diese Weise erstellte und zur Genehmigung eingereichte Spesenabrechnungen warten im entsprechenden Dashboard des Vorgesetzten oder Administrators auf die entsprechenden Maßnahmen.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|Der Vorgesetzte oder Administrator kann jetzt die Spesenabrechnung überprüfen und geeignete Maßnahmen wie Genehmigung oder Ablehnung ergreifen. Beachten Sie, dass automatisch eine E-Mail an den Anforderer gesendet wird, um ihn über die Genehmigung oder Ablenkung zu informieren.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Benutzer können Spesenabrechnungen auch ändern.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Verwenden Sie die Option Duplizieren, um eine neue Spesenabrechnung basierend auf einer Vorhandenen zu erstellen.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Anzeigen von Spesenabrechnungen und Statistiken<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Verwenden Sie die entsprechenden Menüs, um die Liste der Spesenabrechnungen anzuzeigen.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Spesenabrechnungen können basierend auf dem Status jedes Berichts überprüft werden, z. B. Entwurf, Validiert, Genehmigt, Bezahlt, Storniert und Abgelehnt.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|Die Statistik bietet eine grafische Vogelperspektive aller Spesenabrechnungen.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Wählen Sie die erforderlichen Filter aus, wenn Sie nach bestimmten Spesenabrechnungen suchen. Sie können die Statistiken sowohl in tabellarischer als auch in grafischer Form anzeigen lassen.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|Es gibt auch viele andere Funktionen, die über das Einstellungen aktiviert werden können. Wie bei den meisten Dolibarr-Modulen können Sie auch eigene benutzerdefinierte Felder hinzufügen, um Ihre Spesenabrechnungen zu beschreiben. Sie können Ihre Spesenabrechnungsdatenbanken außerdem exportieren.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
'''DutchTranslation'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Dutch Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Onkostendeclaraties' werkt.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Voorbereiding<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Activeer de module Onkostendeclaraties in het menu Home->Setup->Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Declaratie aanmaken<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|De module onkostendeclaraties is beschikbaar onder het HRM menu en is het belangrijkste middel voor het vastleggen van onkosten voor een project.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Declaraties kunnen worden gemaakt door te klikken op 'Nieuw' in het menu Declaraties. De menu optie is beschikbaar als aan de gebruiker deze rechten zijn toegekend om declaraties te mogen indienen.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Geef een start en einddatum aan voor de declaratie.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Wanneer je een leidinggevende bent of beheerder, kun je een ondergeschikte medewerker slecteren. Als je dat niet selecteert, zal het systeem jezelf als gebruiker aanmerken.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Vervolgens kun je aangeven welke gebruiker verantwoordelijk is voor het goedkeuren van de declaratie. Voor medewerkers zal dat automatisch de leidinggevende zijn van de gebruiker.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Het is mogelijk om een notitie in te voeren voor aanvullende informatie, publiek of privé.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Zodra de declaratie aangemaakt is, kun je de eigenlijke onkosten opvoeren. Kies een datum en project waarvoor de onkosten kunnen worden opgevoerd.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Kies een type, vul de omschrijving in en het bedrag. Kies de hoeveelheid en vervolgens op 'Toevoegen'.<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Je kunt documenten bijvoegen zoals gescande rekeningen of bonnetjes.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Merk op dat je meedere regels kwijt kunt op één onkostendeclaratie. Daarmee kun je dus een onkostendecratie maken voor een hele week of maand.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Zodra de onkostendeclaratie is ingevuld, klik je op 'Valideren en indienen voor goedkeuring' om de onkostendeclaratie voor goedkeuring te versturen. Merk op dat er automatisch een email wordt verzonden naar de goedkeurder.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Goedkeuringsproces<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Onkostendeclaraties die zijn aangemaakt en verstuurd voor goedkeuring zijn te vinden op het dashboard van de bijbehorende leidinggevende of beheerders dashboard.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|De leidinggevende of beheerder kan nu de onkostendecalaratie beoordelen en naar gelang van toepassing het goedkeuren of afwijzen. Merk op dat er automatisch een email wordt verzonden naar de aanvrager om hem of haar te informeren.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Gebruikers kunnen ook onkostendeclaraties aanpassen.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Om een nieuwe declaratie op basis van een reeds aangemaakte declaratie te maken, klik dan op de 'Klonen' optie.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Overzicht van declaraties en statistieken<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Gebruik de beschikbare menu opties om een overzicht van de onkostendeclaraties in te zien.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Onkostendeclaraties kunnen bekeken worden op basis van elke status van een declaratie, zoals concept, gevalideerd, goedgekeurd, betaald, geannuleerd en geweigerd.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|Onder het menu Statistieken is een mooi grafisch overzicht te zien van alle declaraties.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Vul de betreffende zoekcriteria in als je bepaalde declaraties zoekt. De statistieken worden vervolgens weergeven in tabelvorm en in staafdiagrammen.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup. In de meeste modules kun je ook gebruik maken van aanvullende attributen om je onkostendeclaraties uit te breiden en het is mogelijk om de onkostendeclaraties als databestand te exporteren.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Expense_Reports&diff=49595Draft:Video Presentation (Dolibarr features) - Expense Reports2021-01-29T22:23:20Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module Expense Report:'''<br />
<br />
'''Video Title:''' Expense Reports<br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module Expense Report from menu Home - Setup - Modules<br />
|Go on menu Home - Setup - Modules, scroll to Expense Report module and show you can switch on/off the module.<br />
|-<br />
|Grant permission on the modules for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Open the record of the current user, tab Permissions and show the list of permissions for the Expense reports module.<br />
|-<br />
| colspan="2" |'''Title Slide: Creating an Expense Report'''<br />
|-<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Click on the HRM menu. Click on the "Expense Reports" menu to show the dashboard view of the same.<br />
|-<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Click on the menu item.<br />
|-<br />
|Provide a start date and end date for the expense report.<br />
|Fill in a start and end date.<br />
|-<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Choose the user.<br />
|-<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Choose the approval user.<br />
|-<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Fill in information into the notes fields.<br />
|-<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed. Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Add an entry and click "Add".<br />
|-<br />
|You can upload documents such as scanned bills or receipts.<br />
|Show document upload (upload an image file of a restaurant note for example).<br />
|-<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the expected approver.<br />
|Click on the button and confirm to submit for approval.<br />
|-<br />
| colspan="2" |'''Title Slide: Approval Workflow'''<br />
|-<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Show the dashboard of the supervisor and click on the "Expense Report" which is awaiting action.<br />
|-<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automaticaly sent to the requester to inform him of choice.<br />
|Show the expense report which was created in the previous step being approved by the supervisor or administrator.<br />
|-<br />
|Users can also modify expense reports. To create a new expense report based on an existing one, use the clone option.<br />
|Show the modify and clone buttons.<br />
|-<br />
| colspan="2" |'''Title Slide: Viewing Expense Reports and Statistics'''<br />
|-<br />
|Use the appropriate menus to view the list of expense reports. Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Show the list views of expense reports.<br />
|-<br />
|Statistics gives a graphical birds eye view of all the expense reports. Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Show the search fields filled in and the statistics being shown.<br />
|-<br />
|There is a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|-<br />
|}<br />
<br />
<br />
'''Storyboard in French: Notes de Frais'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the French Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser les notes de frais dans Dolibarr.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Pré-requis<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Activez le module Note de frais à partir du menu Accueil -> Configuration -> Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Autorisez vos utilisateurs à utiliser le module. Pour des informations plus détaillées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Création d'une note de frais<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Les notes de frais sont disponibles dans le menu GRH et constituent un outil essentiel pour saisir les dépenses des projets.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Les notes de frais peuvent être créées en cliquant sur le menu "Nouveau". L'option de menu est disponible à condition que l'utilisateur ait la permission appropriée pour créer des notes de frais.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Indiquez une date de début et une date de fin pour la note de frais.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Si vous êtes un chef d'équipe ou un administrateur, vous pourrez choisir un utilisateur qui est votre subordonné, sinon, l'utilisateur sera automatiquement renseigné pour vous-même.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Vous devez également choisir l'utilisateur qui est responsable de l'approbation de la note de frais. Pour les employés, il sera automatiquement attribué au supérieur hierarchique de l'utilisateur.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Vous pouvez utiliser les champs de notes pour saisir toute information supplémentaire, publique ou privée.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Une fois créée, vous pouvez ajouter les dépenses réelles à la note de frais. Choisissez une date et éventuellement le projet sur lequel imputer les frais.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Choisissez le type, saisissez une description et entrez le montant. Choisissez la quantité et cliquez sur "Ajouter".<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Vous pouvez téléverser des documents tels que des factures ou des reçus scannés.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Notez que vous pouvez ajouter plusieurs lignes dans la même note de frais, de sorte que vous ne pouvez faire qu'une seule note de frais globale par semaine ou par mois.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Une fois la note de frais créée, cliquez sur "Valider et soumettre pour approbation" pour soumettre la note de frais pour approbation. Notez qu'un courriel est automatiquement envoyé à l'approbateur.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Processus d'approbation<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Les notes de frais ainsi créées et soumises pour approbation seront en attente d'action dans le tableau de bord du supérieur ou de l'administrateur concerné.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|Le supérieur ou l'administrateur peut maintenant examiner la note de frais et prendre les mesures appropriées, telles que l'approbation ou le rejet. Notez qu'un courriel sera automatiquement envoyé au demandeur pour l'informer du choix.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Les utilisateurs peuvent également modifier les notes de frais.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Pour créer une nouvelle note de frais à partir d'une note de frais existante, utilisez l'option de clonage.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Visualisation des notes de frais et des statistiques<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Utilisez les menus appropriés pour consulter la liste des notes de frais.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Les notes de frais peuvent être examinées en fonction de l'état de chaque note, par exemple : brouillon, validé, approuvé, payé, annulé et refusé.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|Les statistiques donnent une vue d'ensemble graphique de toutes les notes de frais.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Remplissez les filtres requis si vous recherchez des notes de frais spécifiques. Vous pouvez consultez les statistiques sous forme de tableau ou de graphique.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|De nombreuses autres fonctionnalités peuvent être activées à partir de la configuration. Ainsi, comme dans la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos notes de frais et vous pourrez exporter votre base de données de notes de frais.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.<br />
|}<br />
'''German Translation'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the German Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video sehen wir uns an, wie Spesenabrechnungen in Dolibarr verwendet werden.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Voraussetzungen<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Aktivieren Sie das Modul Spesenabrechnung über das Menü Startseite -> Einstellungen -> Module<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für die Module. Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video „Benutzer, Gruppen und Berechtigungen“.<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Spesenabrechnung erstellen<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Spesenabrechnungen sind im Personnel-Menü verfügbar und ein wichtiges Werkzeug zur Erfassung von Projektkosten.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Spesenabrechnungen können durch Klicken auf die Menüoption „Neu" erstellt werden. Die Menüoption ist verfügbar, solange der Benutzer über die entsprechende Berechtigung zum Erstellen von Spesenabrechnungen verfügt.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Geben Sie ein Start- und Enddatum für die Spesenabrechnung an.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Wenn Sie ein Vorgesetzter oder Administrator sind, können Sie einen Benutzer auswählen, der Ihnen untergeordnet ist. Wenn nicht, wird der Benutzer automatisch als Sie selbst befüllt.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Sie müssen auch den Benutzer auswählen, der für die Genehmigung der Spesenabrechnung verantwortlich ist. Für Mitarbeiter wird es automatisch auf den Vorgesetzten des Benutzers eingestellt.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Sie können die Notizfelder verwenden, um zusätzliche öffentliche oder private Informationen zu erfassen.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Nach der Erstellung können Sie die Ausgaben zu dem Bericht hinzufügen. Wählen Sie ein Datum und das Projekt, zu dem die Rechnung gehört.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Wählen Sie Typ, geben Sie eine Beschreibung ein und geben Sie den Betrag ein. Wählen Sie die Menge und klicken Sie auf „Hinzufügen".<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Sie können Dokumente wie gescannte Rechnungen oder Quittungen hochladen.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Beachten Sie, dass Sie in derselben Spesenabrechnung mehrere Zeilen hinzufügen können, sodass Sie nur eine Spesenabrechnung pro Woche oder Monat erstellen können.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Klicken Sie nach dem Erstellen der Spesenabrechnung auf „Validieren und zur Genehmigung einreichen", um die Spesenabrechnung zur Genehmigung einzureichen. Beachten Sie, dass eine E-Mail automatisch an den Genehmigenden gesendet wird.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Genehmigungsworkflow<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Auf diese Weise erstellte und zur Genehmigung eingereichte Spesenabrechnungen warten im entsprechenden Dashboard des Vorgesetzten oder Administrators auf die entsprechenden Maßnahmen.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|Der Vorgesetzte oder Administrator kann jetzt die Spesenabrechnung überprüfen und geeignete Maßnahmen wie Genehmigung oder Ablehnung ergreifen. Beachten Sie, dass automatisch eine E-Mail an den Anforderer gesendet wird, um ihn über die Genehmigung oder Ablenkung zu informieren.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Benutzer können Spesenabrechnungen auch ändern.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Verwenden Sie die Option Duplizieren, um eine neue Spesenabrechnung basierend auf einer Vorhandenen zu erstellen.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Anzeigen von Spesenabrechnungen und Statistiken<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Verwenden Sie die entsprechenden Menüs, um die Liste der Spesenabrechnungen anzuzeigen.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Spesenabrechnungen können basierend auf dem Status jedes Berichts überprüft werden, z. B. Entwurf, Validiert, Genehmigt, Bezahlt, Storniert und Abgelehnt.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|Die Statistik bietet eine grafische Vogelperspektive aller Spesenabrechnungen.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Wählen Sie die erforderlichen Filter aus, wenn Sie nach bestimmten Spesenabrechnungen suchen. Sie können die Statistiken sowohl in tabellarischer als auch in grafischer Form anzeigen lassen.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|Es gibt auch viele andere Funktionen, die über das Einstellungen aktiviert werden können. Wie bei den meisten Dolibarr-Modulen können Sie auch eigene benutzerdefinierte Felder hinzufügen, um Ihre Spesenabrechnungen zu beschreiben. Sie können Ihre Spesenabrechnungsdatenbanken außerdem exportieren.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
'''DutchTranslation'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Dutch Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Onkostendeclaraties' werkt.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Voorbereiding<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Activeer de module Onkostendeclaraties in het menu Home->Setup->Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Declaratie aanmaken<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|De module onkostendeclaraties is beschikbaar onder het HRM menu en is het belangrijkste middel voor het vastleggen van onkosten voor een project.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Declaraties kunnen worden gemaakt door te klikken op 'Nieuw' in het menu. De menu optie is beschikbaar als aan de gebruiker deze rechten zijn toegekend om declaraties in te dienen.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Geef een start en einddatum aan voor de declaratie.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Wanneer je een leidinggevende bent of beheerder, kun je een ondergeschikte medewerker slecteren. Als je dat niet selecteert, zal het systeem jezelf als gebruiker aanmerken.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Vervolgens kun je aangeven welke gebruiker verantwoordelijk is voor het goedkeuren van de declaratie. Voor medewerkers zal dat automatisch de leidinggevende zijn van de gebruiker.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Het is mogelijk om een notitie in te voeren voor aanvullende informatie, publiek of privé.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Zodra het aangemaakt is, kun je de eigenlijke onkosten opvoeren. Kies een datum en project waarvoor de onkosten kunnen worden opgevoerd.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Kies een type, vul de omschrijving in en het bedrag. Kies de hoeveelheid en vervolgens op 'Toevoegen'.<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Je kunt documenten bijvoegen zoals gescande rekeningen of bonnetjes.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Merk op dat je meedere regels kwijt kunt op een onkostendeclaratie. Daarmee kun je dus een onkostendecratie maken voor een hele week of maand.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Zodra de onkostendeclaratie is ingevuld, klik je op 'Valideren en indienen voor goedkeuring' om de onkostendeclaratie voor goedkeuring in te dienen. Merk op dat er automatisch een email wordt verzonden naar de goedkeurder.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Goedkeuringsproces<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Onkostendeclaraties die zijn aangemaakt en verstuurd voor goedkeuring zijn te vinden op het dashboard van de aangewezen leidinggevende of beheerders dashboard.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|De leidinggevende of beheerder kan nu de onkostendecalaratie evalueren en naar gelang van toepassing het goedkeuren of afwijzen. Merk op dat ook dan een email automatisch wordt verzonden door de indiener om hem of haar te infomeren.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Gebruikers kunnen ook onkostendeclaraties aanpassen.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Om een nieuwe declaratie op basis van een reeds aangemaakte declaratie te maken, klik dan op de 'Klonen' optie.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Bekijken van onkostendeclaraties en statistieken<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Gebruik het beschikbare menu om een overzicht van de onkostendeclaraties in te zien.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Onkostendeclaraties kunnen bekeken worden op basis van elke status van een declaratie, zoals concept, gevalideerd, goedgekeurd, betaald, geannuleerd en geweigerd.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|Statistieken geeft een mooi grafisch overzicht over alle onkostendeclaraties.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Vul de betreffende zoekcriteria in als je bepaalde onkostendeclaraties zoekt. Je kan de rapportages inzien als een tabel maar ook als een staafdiagram.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup. In de meeste modules kun je ook gebruik maken van 'custom' velden om je onkostendeclaraties uit te breiden en het is mogelijk om de onkostendeclaraties als databestand te exporteren.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Expense_Reports&diff=49594Draft:Video Presentation (Dolibarr features) - Expense Reports2021-01-29T22:05:49Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module Expense Report:'''<br />
<br />
'''Video Title:''' Expense Reports<br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|'''Prerequisites'''<br />
|<br />
|-<br />
|Activate the module Expense Report from menu Home - Setup - Modules<br />
|Go on menu Home - Setup - Modules, scroll to Expense Report module and show you can switch on/off the module.<br />
|-<br />
|Grant permission on the modules for your users.<br />
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Open the record of the current user, tab Permissions and show the list of permissions for the Expense reports module.<br />
|-<br />
| colspan="2" |'''Title Slide: Creating an Expense Report'''<br />
|-<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Click on the HRM menu. Click on the "Expense Reports" menu to show the dashboard view of the same.<br />
|-<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Click on the menu item.<br />
|-<br />
|Provide a start date and end date for the expense report.<br />
|Fill in a start and end date.<br />
|-<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Choose the user.<br />
|-<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Choose the approval user.<br />
|-<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Fill in information into the notes fields.<br />
|-<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed. Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Add an entry and click "Add".<br />
|-<br />
|You can upload documents such as scanned bills or receipts.<br />
|Show document upload (upload an image file of a restaurant note for example).<br />
|-<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the expected approver.<br />
|Click on the button and confirm to submit for approval.<br />
|-<br />
| colspan="2" |'''Title Slide: Approval Workflow'''<br />
|-<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Show the dashboard of the supervisor and click on the "Expense Report" which is awaiting action.<br />
|-<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automaticaly sent to the requester to inform him of choice.<br />
|Show the expense report which was created in the previous step being approved by the supervisor or administrator.<br />
|-<br />
|Users can also modify expense reports. To create a new expense report based on an existing one, use the clone option.<br />
|Show the modify and clone buttons.<br />
|-<br />
| colspan="2" |'''Title Slide: Viewing Expense Reports and Statistics'''<br />
|-<br />
|Use the appropriate menus to view the list of expense reports. Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Show the list views of expense reports.<br />
|-<br />
|Statistics gives a graphical birds eye view of all the expense reports. Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Show the search fields filled in and the statistics being shown.<br />
|-<br />
|There is a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|-<br />
|}<br />
<br />
<br />
'''Storyboard in French: Notes de Frais'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the French Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser les notes de frais dans Dolibarr.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Pré-requis<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Activez le module Note de frais à partir du menu Accueil -> Configuration -> Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Autorisez vos utilisateurs à utiliser le module. Pour des informations plus détaillées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Création d'une note de frais<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Les notes de frais sont disponibles dans le menu GRH et constituent un outil essentiel pour saisir les dépenses des projets.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Les notes de frais peuvent être créées en cliquant sur le menu "Nouveau". L'option de menu est disponible à condition que l'utilisateur ait la permission appropriée pour créer des notes de frais.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Indiquez une date de début et une date de fin pour la note de frais.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Si vous êtes un chef d'équipe ou un administrateur, vous pourrez choisir un utilisateur qui est votre subordonné, sinon, l'utilisateur sera automatiquement renseigné pour vous-même.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Vous devez également choisir l'utilisateur qui est responsable de l'approbation de la note de frais. Pour les employés, il sera automatiquement attribué au supérieur hierarchique de l'utilisateur.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Vous pouvez utiliser les champs de notes pour saisir toute information supplémentaire, publique ou privée.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Une fois créée, vous pouvez ajouter les dépenses réelles à la note de frais. Choisissez une date et éventuellement le projet sur lequel imputer les frais.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Choisissez le type, saisissez une description et entrez le montant. Choisissez la quantité et cliquez sur "Ajouter".<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Vous pouvez téléverser des documents tels que des factures ou des reçus scannés.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Notez que vous pouvez ajouter plusieurs lignes dans la même note de frais, de sorte que vous ne pouvez faire qu'une seule note de frais globale par semaine ou par mois.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Une fois la note de frais créée, cliquez sur "Valider et soumettre pour approbation" pour soumettre la note de frais pour approbation. Notez qu'un courriel est automatiquement envoyé à l'approbateur.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Processus d'approbation<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Les notes de frais ainsi créées et soumises pour approbation seront en attente d'action dans le tableau de bord du supérieur ou de l'administrateur concerné.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|Le supérieur ou l'administrateur peut maintenant examiner la note de frais et prendre les mesures appropriées, telles que l'approbation ou le rejet. Notez qu'un courriel sera automatiquement envoyé au demandeur pour l'informer du choix.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Les utilisateurs peuvent également modifier les notes de frais.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Pour créer une nouvelle note de frais à partir d'une note de frais existante, utilisez l'option de clonage.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Visualisation des notes de frais et des statistiques<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Utilisez les menus appropriés pour consulter la liste des notes de frais.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Les notes de frais peuvent être examinées en fonction de l'état de chaque note, par exemple : brouillon, validé, approuvé, payé, annulé et refusé.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|Les statistiques donnent une vue d'ensemble graphique de toutes les notes de frais.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Remplissez les filtres requis si vous recherchez des notes de frais spécifiques. Vous pouvez consultez les statistiques sous forme de tableau ou de graphique.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|De nombreuses autres fonctionnalités peuvent être activées à partir de la configuration. Ainsi, comme dans la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos notes de frais et vous pourrez exporter votre base de données de notes de frais.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.<br />
|}<br />
'''German Translation'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the German Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video sehen wir uns an, wie Spesenabrechnungen in Dolibarr verwendet werden.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Voraussetzungen<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Aktivieren Sie das Modul Spesenabrechnung über das Menü Startseite -> Einstellungen -> Module<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Erteilen Sie Ihren Benutzern die Berechtigung für die Module. Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video „Benutzer, Gruppen und Berechtigungen“.<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Spesenabrechnung erstellen<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|Spesenabrechnungen sind im Personnel-Menü verfügbar und ein wichtiges Werkzeug zur Erfassung von Projektkosten.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Spesenabrechnungen können durch Klicken auf die Menüoption „Neu" erstellt werden. Die Menüoption ist verfügbar, solange der Benutzer über die entsprechende Berechtigung zum Erstellen von Spesenabrechnungen verfügt.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Geben Sie ein Start- und Enddatum für die Spesenabrechnung an.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Wenn Sie ein Vorgesetzter oder Administrator sind, können Sie einen Benutzer auswählen, der Ihnen untergeordnet ist. Wenn nicht, wird der Benutzer automatisch als Sie selbst befüllt.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Sie müssen auch den Benutzer auswählen, der für die Genehmigung der Spesenabrechnung verantwortlich ist. Für Mitarbeiter wird es automatisch auf den Vorgesetzten des Benutzers eingestellt.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Sie können die Notizfelder verwenden, um zusätzliche öffentliche oder private Informationen zu erfassen.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Nach der Erstellung können Sie die Ausgaben zu dem Bericht hinzufügen. Wählen Sie ein Datum und das Projekt, zu dem die Rechnung gehört.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Wählen Sie Typ, geben Sie eine Beschreibung ein und geben Sie den Betrag ein. Wählen Sie die Menge und klicken Sie auf „Hinzufügen".<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Sie können Dokumente wie gescannte Rechnungen oder Quittungen hochladen.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Beachten Sie, dass Sie in derselben Spesenabrechnung mehrere Zeilen hinzufügen können, sodass Sie nur eine Spesenabrechnung pro Woche oder Monat erstellen können.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Klicken Sie nach dem Erstellen der Spesenabrechnung auf „Validieren und zur Genehmigung einreichen", um die Spesenabrechnung zur Genehmigung einzureichen. Beachten Sie, dass eine E-Mail automatisch an den Genehmigenden gesendet wird.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Genehmigungsworkflow<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Auf diese Weise erstellte und zur Genehmigung eingereichte Spesenabrechnungen warten im entsprechenden Dashboard des Vorgesetzten oder Administrators auf die entsprechenden Maßnahmen.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|Der Vorgesetzte oder Administrator kann jetzt die Spesenabrechnung überprüfen und geeignete Maßnahmen wie Genehmigung oder Ablehnung ergreifen. Beachten Sie, dass automatisch eine E-Mail an den Anforderer gesendet wird, um ihn über die Genehmigung oder Ablenkung zu informieren.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Benutzer können Spesenabrechnungen auch ändern.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Verwenden Sie die Option Duplizieren, um eine neue Spesenabrechnung basierend auf einer Vorhandenen zu erstellen.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Anzeigen von Spesenabrechnungen und Statistiken<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Verwenden Sie die entsprechenden Menüs, um die Liste der Spesenabrechnungen anzuzeigen.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Spesenabrechnungen können basierend auf dem Status jedes Berichts überprüft werden, z. B. Entwurf, Validiert, Genehmigt, Bezahlt, Storniert und Abgelehnt.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|Die Statistik bietet eine grafische Vogelperspektive aller Spesenabrechnungen.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Wählen Sie die erforderlichen Filter aus, wenn Sie nach bestimmten Spesenabrechnungen suchen. Sie können die Statistiken sowohl in tabellarischer als auch in grafischer Form anzeigen lassen.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|Es gibt auch viele andere Funktionen, die über das Einstellungen aktiviert werden können. Wie bei den meisten Dolibarr-Modulen können Sie auch eigene benutzerdefinierte Felder hinzufügen, um Ihre Spesenabrechnungen zu beschreiben. Sie können Ihre Spesenabrechnungsdatenbanken außerdem exportieren.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
'''DutchTranslation'''<br />
<br /><br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Dutch Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Onkostendeclaraties' werkt.<br />
|-<br />
|2<br />
|Prerequisites<br />
|Voorbereiding<br />
|-<br />
|3<br />
|Activate the module Expense Report from menu Home -> Setup -> Modules<br />
|Activeer de module Onkostendecalraties in het menu Home->Setup->Modules<br />
|-<br />
|4<br />
|Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"<br />
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toezijwen van rechten voor de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.<br />
|-<br />
|5<br />
|Creating an Expense Report<br />
|Onkostendeclaratie aanmaken<br />
|-<br />
|6<br />
|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.<br />
|De module onkostendeclaraties is beschikbaar onder het HRM menu en is het belangrijkste middel voor het vastleggen van onkosten voor een project.<br />
|-<br />
|7<br />
|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.<br />
|Onkostendeclaraites kunnen worden gemaakt door te klikken op 'Nieuw' in het menu. De menu optie is beschikbaar als aan de gebruiker deze rechten zijn toegekend om onkostendeclaraties te maken.<br />
|-<br />
|8<br />
|Provide a start date and end date for the expense report.<br />
|Geef een start en einddatum aan voor de onkostendeclaratie.<br />
|-<br />
|9<br />
|If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself.<br />
|Wanneer je een leidinggevende bent of beheerder, kun je een ondergeschikte medewerker slecteren. Als je dat niet selecteert, zal het systeem jezelf als gebruiker aanmerken.<br />
|-<br />
|10<br />
|You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user.<br />
|Vervolgens kun je aangeven welke gebruiker verantwoordelijk is voor het goedkeuren van de onkostendeclaratie. Voor medewerkers zal dat automatisch de leidinggevend zijn van de gebruiker.<br />
|-<br />
|11<br />
|You can use the notes fields to capture any additional information, public or private.<br />
|Het is mogelijk om een notitie in te voeren voor aanvullende informatie, publiek of privé.<br />
|-<br />
|12<br />
|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.<br />
|Zodra het aangemaakt is, kun je de eigenlijke onkosten toevoegen. Kies een datum en project waarvoor de onkosten kunnen worden opgevoerd.<br />
|-<br />
|13<br />
|Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".<br />
|Kies een type, vul de omschrijving in en het bedrag. Kies de hoeveelheid en vervolgens op toevoegen.<br />
|-<br />
|14<br />
|You can upload documents such as scanned bills or receipts.<br />
|Je kunt documenten bijvoegen zoals gescande rekeningen of bonnetjes.<br />
|-<br />
|15<br />
|Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.<br />
|Merk op dat je meedere regels kwijt kunt op een onkostendeclaratie. Daarmee kun je dus een onkostendecratie maken voor een hele week of maand.<br />
|-<br />
|16<br />
|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the approver.<br />
|Zodra de onkostendeclaratie is ingevuld, klik je op Valideren en verzenden voor goedkeuering' om de onkostendeclaratie voor goedkeuring in te dienen. Merk op dat er automatisch een email wordt verzonden naar de goedkeurder.<br />
|-<br />
|17<br />
|Approval Workflow<br />
|Goedkeuringsproces<br />
|-<br />
|18<br />
|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.<br />
|Onkostendeclaraties die zijn aangemaakt en verstuurd voor goedkeuring zijn te vinden op het dashboard van de aangewezen leidinggevende of beheerdersdashboard.<br />
|-<br />
|19<br />
|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automatically sent to the requester to inform him of choice.<br />
|De leidinggevende of beheerder kan nu de onkostendecalaratie evalueren en naar gelang van toepassing het goedkeuren of afwijzen. Merk op dat ook dan een email automatisch wordt verzonden door de indiener om hem of haar te infomeren.<br />
|-<br />
|20<br />
|Users can also modify expense reports.<br />
|Gebruikers kunnen ook onkostendeclaraties aanpassen.<br />
|-<br />
|21<br />
|To create a new expense report based on an existing one, use the clone option.<br />
|Om een reeds aangemaakte onkostendeclaratie te hergebruiken, klik dan op de 'Kloon' optie.<br />
|-<br />
|22<br />
|Viewing Expense Reports and Statistics<br />
|Bekijken van onkostendeclaraties en rapportage<br />
|-<br />
|23<br />
|Use the appropriate menus to view the list of expense reports.<br />
|Gebruik het beschikbare menu om een overzicht van de onkostendeclaraties in te zien.<br />
|-<br />
|24<br />
|Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.<br />
|Onkostendeclaraties kunnen bekeken worden op basis van elke status van een declaratie, zoals concept, gevalideerd, goedgekeurd, uitgekeerd, geannuleerd en gewijgerd.<br />
|-<br />
|25<br />
|Statistics gives a graphical birds-eye view of all the expense reports.<br />
|De rapportage geeft een mooi grafisch overzicht over alle onkostendeclaraties.<br />
|-<br />
|26<br />
|Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.<br />
|Vul de betreffende zoekcriteria in als je bepaalde onkostendeclaraties zoekt. Je kan de rapportages inzien als een tabel maar ook als een staafdiagram.<br />
|-<br />
|27<br />
|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can also add you own custom fields to describe your expense reports and you will be able to export your expense report database.<br />
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup. In de meeste modules kun je ook gebruik maken van 'custom' velden om je onkostendeclaraties uit te brieden en het is mogelijk om de onkostendeclaraties als databestand te exporteren.<br />
|-<br />
|28<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Users_and_Groups&diff=49553Draft:Video Presentation (Dolibarr features) - Users and Groups2021-01-28T22:29:39Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module User and Groups:'''<br />
<br />
'''Video Title:''' Users and Groups<br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system. In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners. Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled. Let's look at the the common features.<br />
|Show the "Users and Groups" module and click on the various menu options to show the screens.<br />
|-<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Show the login screen.<br />
|-<br />
| colspan="2" |'''Title Slide: Employer or Administrator'''<br />
|-<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Show login with admin account.<br />
|-<br />
|Click on the 'Users and Groups' menu to access the user module. Click on 'List of Users' to review the list of existing employees or users.<br />
|Click the appropriate menu items and show the screens.<br />
|-<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|Show the hierarchy view. Click on the “+” buttons to expand and show the nested hierarchy.<br />
|-<br />
| colspan="2" |'''Title Slide: Creating an Employee or User'''<br />
|-<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system. Fill out the required fields. If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours.<br />
<br />
You can also upload documents, and record bank information on user record.<br />
<br />
Note: If user has been set as an "External" User, he will be able to view only its invoice, order, proposal, etc, and not any other record. This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Show the user creation process, choosing of supervisor, insisting on the "internal or external user" flag, and filling in of the job details.<br />
Show also how to fill optionally bank information of the employee.<br />
|-<br />
| colspan="2" |'''Title slide: Access Control & Permissions'''<br />
|-<br />
|Administrators are able to configure access control permissions for modules and module actions. For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. This also applies to all other modules in the Dolibarr system.<br />
|As an administrator, show the permissions for these two modules after navigating to Permissions under the user card.<br />
|-<br />
|You can use groups to map users with permissions. Under the "Users and Groups" menu, click on "Add Group". Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group. Users added to the group will now inherit all the permissions assigned to the group.<br />
|Create a group. Add a set of permissions to the group. Assign users to the group.<br />
|-<br />
| colspan="2" |'''Title Slide: Employee features'''<br />
|-<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Show the newly created user logging in.<br />
Show how user can set its own email signature.<br />
|-<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Click the menu HRM and highlight the leave balance.<br />
|-<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module. <br />
|Click the menu HRM and open one Expense Report of an employee.<br />
|-<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
The complete process of creation of timesheets is presented into the Video about the "Project" module. <br />
|Click the menu HRM - Time spent.<br />
Select on task and make assign so we can see we can add time on this task. Add another task if there is enough time (if speaking text is not too short)<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|}<br />
<br />
<br />
==Translated text in German==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Willkommen zum Video-Tutorial über Dolibarr ERP und das CRM-System.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|In diesem Video werden wir uns Nutzer, Gruppen und Erlaubnismodule genauer anschauen.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Das „Nutzer, Gruppen und Erlaubnis“-Modul ermöglicht es dir Nutzer des Dolibarr-Systems zu kreieren und zu verwalten.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|In den meisten Fällen sind es die Mitarbeiter, aber es können auch externe Benutzerkonten für den Buchhalter oder andere Partner sein.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Deine Mitarbeiter können sich auch beim System anmelden und ihr Konto, ihre Aktivitäten, Feiertage und viele andere Dinge verwalten, je nachdem, für welche Anwendungen sie aktiviert wurden.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Schauen wir uns die allgemeinen Funktionen an.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Es gibt zwei Benutzerflüsse zum Modul „Benutzer und Gruppen" - einen als Arbeitgeber oder Administrator und einen als Mitarbeiter oder externen Benutzer.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Arbeitgeber oder Administrator'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Betrachten wir zunächst den Benutzerfluss des Administrators oder Arbeitgebers. Melde dich auf deinem Konto, mit Administratorzugriff an.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Klicke auf das Menü ‚Benutzer und Gruppen', um auf das Benutzermodul zugreifen zu können.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Klicke auf die „Benutzerliste", um die Liste der vorhandenen Mitarbeiter oder Benutzer anzeigen zu lassen.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|Die „Hierarchische Ansicht“ bietet eine Vogelperspektive auf die Mitarbeiterhierarchie in der Organisation.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Erstellen eines Mitarbeiters oder Benutzers'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Klicke auf "Neuer Benutzer", um dem System einen neuen Mitarbeiter - einen internen Benutzer innerhalb der Organisation - hinzuzufügen.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Fülle die erforderlichen Felder aus.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Wenn der Benutzer ein externer Benutzer ist: ein Kunde oder ein Lieferant, kannst du ihm die Eigenschaft „externer Benutzer“ zuordnen, so dass dem Benutzer nur Informationen zu der eigenen Person angezeigt werden.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Wähle aus ob ein Benutzer ein Mitarbeiter ist, sowie wer sein Vorgesetzter ist, um die Hierarchie für Verwaltung der Urlaubsanträge und Spesenabrechnungen des Benutzers festzulegen.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Gib zusätzliche Jobdetails wie Vergütung und wöchentliche Arbeitszeit ein.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Man kann auch Dokumente hochladen und Bankinformationen im Benutzerdatensatz abspeichern.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Hinweis: Wenn der Benutzer als „externer" Benutzer festgelegt wurde, kann er nur seine Rechnung, Bestellung, sein Angebot usw. ansehen, keine anderen Datensätze.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Dies gilt nur, wenn man dem Benutzer die Berechtigung erteilt, „alle" anzeigen zu lassen, z. B. für den externen Buchhalter.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Zugriffskontrolle und Berechtigungen'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Administratoren können Zugriffsberechtigungen für Module und Modulaktionen konfigurieren.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Hier findet man beispielsweise die Liste der Aktionen, die für die Zugriffskonfiguration in Bezug auf die Module Spesenabrechnungen und Urlaubsanfrageverwaltung verfügbar sind.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Dies gilt auch für alle anderen Module im Dolibarr-System.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Man kann Gruppen verwenden, um Benutzer mit Berechtigungen zuzuordnen.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Klicke im Menü „Benutzer und Gruppen" auf „Gruppe hinzufügen".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Klicke nach dem Erstellen der Gruppe auf die Registerkarte „Gruppenberechtigungen", um der Gruppe die gewünschten Berechtigungen zuzuweisen.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Benutzer, die der Gruppe hinzugefügt wurden, erben jetzt alle der Gruppe zugewiesenen Berechtigungen.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Mitarbeiterfunktionen'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Sobald der Benutzer erstellt und Berechtigungen definiert wurden, kann sich der Mitarbeiter beim System anmelden und abhängig von den erteilten Berechtigungen Informationen bearbeiten oder nicht bearbeiten.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Wenn die Anwendung "Urlaub" aktiviert wurde, kann man auf das Menü der Registerkarte HRM klicken, um den Urlaubssaldo anzuzeigen.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Der gesamte Prozess der Erstellung, Genehmigung und Beratung von Blättern wird im Video zum Modul „Urlaub" angezeigt.<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Wenn das Modul "Spesenabrechnungen" aktiviert wurde, können Spesenabrechnungen über das jeweilige Menü erstellt werden.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Auf diese Weise erstellte Spesenabrechnungen können vom zuständigen Vorgesetzten genehmigt oder abgelehnt werden.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Der gesamte Prozess der Erstellung, Genehmigung und Konsultation von Spesenabrechnungen wird im Video zum Modul „Spesenabrechnung" dargestellt.<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Wenn das Modul „Projekt und Arbeitszeittabellen" aktiviert wurde, kann eine Verwendung der Arbeitszeittabellen auch über das Menü „Zeitaufwand" eingeben.<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Der vollständige Prozess der Erstellung von Arbeitszeittabellen wird im Video zum Modul „Projekt" vorgestellt.<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank dafür, dass du dir die Zeit genommen hast, dir das Tutorial zum Modul "Benutzer, Gruppen und Berechtigungen" anzusehen. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
==Translated text in French==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Bienvenue dans ce tutoriel vidéo à propos du système ERP et CRM Dolibarr.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|Dans cette vidéo, nous allons voir comment travailler avec le module Utilisateurs, Groupes et Permissions.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Le module "Utilisateurs, Groupes et Permissions" permet de créer et de gérer les utilisateurs sur le système Dolibarr.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|Dans la plupart des cas, il s'agit des employés mais il peut aussi s'agir de comptes d'utilisateurs externes pour votre comptable ou d'autres partenaires.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Vos employés peuvent également se connecter au système et gérer leur compte, activité, vacances et bien d'autres choses en fonction des applications que vous avez activées.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Examinons les caractéristiques communes.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Il y a deux flux d'utilisation dans le module "Utilisateurs et groupes" - l'un en tant qu'employeur ou administrateur et l'autre en tant qu'employé ou utilisateur externe.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Employeur ou administrateur'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Examinons d'abord le flux pour l'administrateur ou de l'employeur. Connectez-vous avec un compte qui a un accès d'administrateur.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Cliquez sur le menu "Utilisateurs et groupes" pour accéder au module utilisateur.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Cliquez sur "Liste des utilisateurs" pour consulter la liste des employés ou des utilisateurs existants.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|La "Vue hiérarchique" donne un aperçu global de la hiérarchie des employés dans l'organisation.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Création d'un employé ou d'un utilisateur'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Cliquez sur "Nouvel utilisateur" pour ajouter un nouvel employé - un utilisateur interne à votre organisation - au système.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Remplissez les champs obligatoires.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Si l'utilisateur est un utilisateur externe : un client ou un fournisseur, vous pouvez définir la propriété "Utilisateur externe" de sorte que l'utilisateur ne voit que les informations relatives à son compte.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Vous pouvez choisir si l'utilisateur est un employé et également choisir un superviseur pour définir la hiérarchie de gestion des demandes de congé et des notes de frais de l'utilisateur.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Complétez les détails de l'emploi tels que la rémunération et les heures de travail hebdomadaire.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Vous pouvez également télécharger des documents et enregistrer des informations bancaires dans le dossier de l'utilisateur.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Note : Si l'utilisateur a été défini comme un utilisateur "externe", il ne pourra consulter que ses factures, ses commandes, ses propositions, etc, et aucun autre enregistrement.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Ceci à moins que vous ne donniez à l'utilisateur la permission de tout voir, comme par exemple, pour votre comptable externe.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Contrôle d'accès et autorisations'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Les administrateurs sont en mesure de configurer les autorisations de contrôle d'accès aux modules et aux actions des modules.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Par exemple, voici la liste des actions disponibles pour la configuration de l'accès en ce qui concerne les modules Notes de Frais et Gestion des demandes de congé.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Ceci s'applique également à tous les autres modules du système Dolibarr.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Vous pouvez utiliser des groupes pour cartographier les utilisateurs ayant des autorisations.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Dans le menu "Utilisateurs et groupes", cliquez sur "Ajouter un groupe".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Une fois le groupe créé, cliquez sur l'onglet "Autorisations du groupe" pour attribuer les autorisations souhaitées au groupe.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Les utilisateurs ajoutés au groupe auront désormais toutes les autorisations attribuées au groupe.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Caractéristiques des employés'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Une fois l'utilisateur créé et les autorisations définies, l'employé peut se connecter au système et, en fonction des autorisations accordées, il peut modifier ou non les informations.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Si l'application "Congé" a été activée, vous pouvez cliquer sur le menu de l'onglet HRM pour consulter le solde des congés.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Le processus complet de création, d'approbation et de consultation des congés est présenté dans la vidéo sur le module "Congé".<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Si le module "Notes de frais" a été activé, les notes de frais peuvent être créées à partir du menu correspondant.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Les notes de frais ainsi créées peuvent être approuvées ou rejetées par le superviseur concerné.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Le processus complet de création, d'approbation et de consultation des notes de frais est présenté dans la vidéo du module "Notes de frais".<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Si le module "Projet et feuilles de temps" a été activé, un utilisateur peut également saisir ses feuilles de temps à partir du menu "Temps passé".<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Le processus complet de création des feuilles de temps est présenté dans la vidéo du module "Projet".<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
==Translated text in spanish==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Bienvenido a este video tutorial sobre el sistema ERP y CRM Dolibarr.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|En este vídeo, veremos cómo trabajar con el módulo Usuarios y Grupos.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|El módulo "Usuarios y Grupos" le permite crear y gestionar usuarios en el sistema Dolibarr.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|En la mayoría de los casos, se tratará de empleados, pero también pueden ser cuentas de usuarios externos para su contable u otros socios.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Sus empleados también pueden conectarse al sistema y gestionar su cuenta, actividad y vacaciones y muchas otras cosas en función de las aplicaciones que haya habilitado.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Veamos las características principales.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Hay dos tipos de usuarios en el módulo "Usuarios y Grupos" - el empleador o administrador y el empleado o usuario externo.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|Empleador o Administrador<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Veamos primero el funcionamiento del administrador o del empleador. Inicie sesión con una cuenta que tenga acceso de administrador.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Haga clic en el menú "Usuarios y grupos" para acceder al módulo de usuarios.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Haga clic en "Listado de usuarios" para examinar la lista de empleados o usuarios existentes.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|La "Vista Jerárquica" da una visión general de la jerarquía de los empleados en la organización.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|Creación de un empleado o usuario<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Haga clic en "Nuevo usuario" para añadir un nuevo empleado - un usuario interno de su organización - al sistema.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Rellene los campos obligatorios.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Si el usuario es un usuario externo: un cliente o un proveedor, puede seleccionar la opción "Externo" para que el usuario sólo vea la información relacionada con su cuenta.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Puede elegir si el usuario es un empleado y también elegir un supervisor para definir la jerarquía para gestionar las solicitudes de vacaciones y los informes de gastos del usuario.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Rellene los detalles adicionales del puesto de trabajo, como la remuneración y las horas de trabajo semanales.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|También puede subir documentos y registrar la información bancaria en el registro del usuario.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Nota: Si el usuario ha sido configurado como un usuario "Externo", podrá ver sólo sus facturas, pedidos, presupuestos, etc., y ningún otro dato.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Esto es así a menos que le dé permiso al usuario para ver "todo”, como por ejemplo, a su contable externo.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|Control de acceso y permisos<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Los administradores pueden configurar los permisos de control de acceso para los módulos y las acciones de los módulos.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Por ejemplo, aquí está la lista de acciones disponibles para la configuración de acceso con respecto a los módulos de Informes de gastos y Gestión de solicitudes de permisos.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Esto también es aplicable a los demás módulos del sistema Dolibarr.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Puede utilizar los grupos para asignar permisos a los usuarios.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|En el menú "Usuarios y Grupos", haga clic en "Nuevo grupo".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Una vez creado el grupo, haga clic en la pestaña "Permisos de grupo" para asignar los permisos deseados a dicho grupo.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Los usuarios añadidos al grupo heredarán todos los permisos asignados al grupo.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|Características de los empleados<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Una vez creado el usuario y definidos los permisos, el empleado puede acceder al sistema y, dependiendo de los permisos concedidos, puede editar o no la información.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Si la opción "Gestión de días libres" ha sido activada, puede hacer clic en el RRHH del menú para ver el estado de los mismos.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|El proceso completo de creación, aprobación y consulta de vacaciones se explicará en el vídeo sobre el módulo "RRHH".<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Si el módulo "Informes de gastos" ha sido activado, los informes de gastos pueden crearse desde el respectivo menú.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Los informes de gastos creados de esta manera pueden ser aprobados o rechazados por el supervisor correspondiente.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|El proceso completo de creación, aprobación y consulta de los informes de gastos se presentará en el vídeo sobre el módulo "Informe de Gastos".<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Si se ha habilitado el módulo Proyectos u Oportunidades", un usuario también puede introducir sus hojas de tiempo desde el menú "Tiempo dedicado".<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|El proceso completo de creación de hojas de presencia se explicará en el vídeo sobre el módulo "Proyectos u Oportunidades".<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
==Translated text in Dutch / Netherlands==<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language: Dutch / Netherlands'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|In deze video laten we zien hoe de module 'Gebruikers en groepen' werkt.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Met de 'Gebruikers en groepen' module kun je gebruikers aanmaken en beheren voor het Dolibarr systeem.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|Meestal gaat het om het opvoeren van werknemers, maar het kan ook gaan om externe gebruikers zoals bijvoorbeeld voor een boekhouder of andere relaties.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Werknemers kunnen ook zelf inloggen en hun gebruikersaccount beheren, zoals agenda items aanmaken, vakantieperiode aangeven en een heleboel andere zaken, afhankelijk van de geactiveerde modules en de rechten die ze hebben.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Laten we nu kijken naar de algemene functionaliteit.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|De 'Gebruikers en groepen' module is ingedeeld in twee type gebruikers. De ene is van het type werkgever of beheerder en de andere van het type werknemer of externe gebruiker.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Werkgever of beheerder'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Laten we eerst kijken naar de functie van beheerder of werkgever. Login met een account met beheerrechten, bijvoorbeeld admin.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Klik op het menu 'Gebruikers & groepen' om naar de betreffende module te gaan.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Klik op de 'Lijst van gebruikers' om een overzicht van de bestaande werknemers en gebruikers te bekijken.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|De 'Hiërarchische schema' weergave geeft een mooi overzicht van de werknemers in de hiërarchische organisatie.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Aanmaken van een werknemer of gebruiker'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Klik op 'Nieuwe gebruiker' om een nieuwe werknemer toe te voegen - een interne gebruiker in uw organisatie - in het systeem.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Vul de gevraagde velden in.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Als de gebruiker een externe gebruiker is zoals een klant of een leverancier, dan kun je de eigenschap "Externe gebruiker" aangeven zodat de gebruiker alleen de informatie ziet die voor hem of haar relevant is.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Je kunt aangeven of de gebruiker een werknemer is en daarbij dan ook de hiëarchisch leidinggevende voor het managen van de gebruikers verlofaanvragen en onkostendeclaraties.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Vul de aanvullende functiedetails in zoals salarisvergoeding en gewerkte uren per week.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Je kunt ook documenten uploaden en de bankinformatie voor elke gebruiker opvoeren.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Let op: Als de gebruiker is aangemerkt als 'externe' gebruiker, kan de gebruiker alleen zijn of haar eigen factuur, order of offerte, enzovoorts inzien en dus niet dat van anderen.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Tenzij je deze gebruiker expliciet de rechten geeft om "alles" te zien, bijvoorbeeld voor een externe boekhouder.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Gebruikersrechten en machtigingen'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Beheerders kunnen de rechten aanpassen voor het mogen gebruiken van modules of van modulefuncties.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Bijvoorbeeld, hier is een lijst van functies die beschikbaar zijn als mogelijke gebruikersrechten voor de onkostendeclaraties en verlofaanvraag beheer modules.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Dit geldt ook voor alle andere modules in het Dolibarr systeem.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Je kunt groepen gebruiken om gebruikers te clusteren met deze rechten.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Onder het 'Gebruikers en groepen' menu, klik op 'Nieuwe groep'.<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Zodra de groep is aangemaakt, klikt u op de tab 'Groepsrechten' om de gewenste rechten toe te kennen aan de groep.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Gebruikers die aan de groep worden toegekend erven nu alle rechten die gekoppeld zijn aan de betreffende groep.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Werknemer functies'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Zodra een gebruiker is aangemaakt en de rechten zijn toegekend, kan de gebruiker inloggen in het systeem en afhankelijk van zijn toegekende rechten, bepaalde gegevens aanpassen of juist niet.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Als de module voor 'Verlofaanvraag beheer' is geactiveerd, kun je op het 'HRM' tab menu klikken om het verlofsaldo te bekijken.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Om het hele proces van aanmaak, goedkeuring en afstemming van verlofaanvragen te bekijken, kijk dan de video over de 'Verlofaanvraag beheer' module.<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Als de module 'Onkostendeclaraties' is geactiveerd, kunnen declaraties ingediend worden in het betreffende menu.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Declaraties die zijn ingediend kunnen goedgekeurd of afgewezen worden door de toegekende leidinggevende.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Het hele proces van indienen, goedkeuring en afstemming van declaraties kunt u bekijken in de video over de 'Onkostendeclaraties' module.<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Als de module 'Projecten' is geactiveerd, kan een gebruiker ook zijn urenstaat invullen via het menu 'Bestede tijd'.<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Het hele proces van invullen van bestede tijd is te zien in de video over de 'Projecten' module.<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Users_and_Groups&diff=49545Draft:Video Presentation (Dolibarr features) - Users and Groups2021-01-28T21:21:06Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module User and Groups:'''<br />
<br />
'''Video Title:''' Users and Groups<br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system. In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners. Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled. Let's look at the the common features.<br />
|Show the "Users and Groups" module and click on the various menu options to show the screens.<br />
|-<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Show the login screen.<br />
|-<br />
| colspan="2" |'''Title Slide: Employer or Administrator'''<br />
|-<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Show login with admin account.<br />
|-<br />
|Click on the 'Users and Groups' menu to access the user module. Click on 'List of Users' to review the list of existing employees or users.<br />
|Click the appropriate menu items and show the screens.<br />
|-<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|Show the hierarchy view. Click on the “+” buttons to expand and show the nested hierarchy.<br />
|-<br />
| colspan="2" |'''Title Slide: Creating an Employee or User'''<br />
|-<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system. Fill out the required fields. If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours.<br />
<br />
You can also upload documents, and record bank information on user record.<br />
<br />
Note: If user has been set as an "External" User, he will be able to view only its invoice, order, proposal, etc, and not any other record. This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Show the user creation process, choosing of supervisor, insisting on the "internal or external user" flag, and filling in of the job details.<br />
Show also how to fill optionally bank information of the employee.<br />
|-<br />
| colspan="2" |'''Title slide: Access Control & Permissions'''<br />
|-<br />
|Administrators are able to configure access control permissions for modules and module actions. For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. This also applies to all other modules in the Dolibarr system.<br />
|As an administrator, show the permissions for these two modules after navigating to Permissions under the user card.<br />
|-<br />
|You can use groups to map users with permissions. Under the "Users and Groups" menu, click on "Add Group". Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group. Users added to the group will now inherit all the permissions assigned to the group.<br />
|Create a group. Add a set of permissions to the group. Assign users to the group.<br />
|-<br />
| colspan="2" |'''Title Slide: Employee features'''<br />
|-<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Show the newly created user logging in.<br />
Show how user can set its own email signature.<br />
|-<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Click the menu HRM and highlight the leave balance.<br />
|-<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module. <br />
|Click the menu HRM and open one Expense Report of an employee.<br />
|-<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
The complete process of creation of timesheets is presented into the Video about the "Project" module. <br />
|Click the menu HRM - Time spent.<br />
Select on task and make assign so we can see we can add time on this task. Add another task if there is enough time (if speaking text is not too short)<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|}<br />
<br />
<br />
==Translated text in German==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Willkommen zum Video-Tutorial über Dolibarr ERP und das CRM-System.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|In diesem Video werden wir uns Nutzer, Gruppen und Erlaubnismodule genauer anschauen.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Das „Nutzer, Gruppen und Erlaubnis“-Modul ermöglicht es dir Nutzer des Dolibarr-Systems zu kreieren und zu verwalten.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|In den meisten Fällen sind es die Mitarbeiter, aber es können auch externe Benutzerkonten für den Buchhalter oder andere Partner sein.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Deine Mitarbeiter können sich auch beim System anmelden und ihr Konto, ihre Aktivitäten, Feiertage und viele andere Dinge verwalten, je nachdem, für welche Anwendungen sie aktiviert wurden.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Schauen wir uns die allgemeinen Funktionen an.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Es gibt zwei Benutzerflüsse zum Modul „Benutzer und Gruppen" - einen als Arbeitgeber oder Administrator und einen als Mitarbeiter oder externen Benutzer.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Arbeitgeber oder Administrator'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Betrachten wir zunächst den Benutzerfluss des Administrators oder Arbeitgebers. Melde dich auf deinem Konto, mit Administratorzugriff an.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Klicke auf das Menü ‚Benutzer und Gruppen', um auf das Benutzermodul zugreifen zu können.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Klicke auf die „Benutzerliste", um die Liste der vorhandenen Mitarbeiter oder Benutzer anzeigen zu lassen.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|Die „Hierarchische Ansicht“ bietet eine Vogelperspektive auf die Mitarbeiterhierarchie in der Organisation.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Erstellen eines Mitarbeiters oder Benutzers'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Klicke auf "Neuer Benutzer", um dem System einen neuen Mitarbeiter - einen internen Benutzer innerhalb der Organisation - hinzuzufügen.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Fülle die erforderlichen Felder aus.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Wenn der Benutzer ein externer Benutzer ist: ein Kunde oder ein Lieferant, kannst du ihm die Eigenschaft „externer Benutzer“ zuordnen, so dass dem Benutzer nur Informationen zu der eigenen Person angezeigt werden.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Wähle aus ob ein Benutzer ein Mitarbeiter ist, sowie wer sein Vorgesetzter ist, um die Hierarchie für Verwaltung der Urlaubsanträge und Spesenabrechnungen des Benutzers festzulegen.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Gib zusätzliche Jobdetails wie Vergütung und wöchentliche Arbeitszeit ein.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Man kann auch Dokumente hochladen und Bankinformationen im Benutzerdatensatz abspeichern.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Hinweis: Wenn der Benutzer als „externer" Benutzer festgelegt wurde, kann er nur seine Rechnung, Bestellung, sein Angebot usw. ansehen, keine anderen Datensätze.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Dies gilt nur, wenn man dem Benutzer die Berechtigung erteilt, „alle" anzeigen zu lassen, z. B. für den externen Buchhalter.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Zugriffskontrolle und Berechtigungen'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Administratoren können Zugriffsberechtigungen für Module und Modulaktionen konfigurieren.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Hier findet man beispielsweise die Liste der Aktionen, die für die Zugriffskonfiguration in Bezug auf die Module Spesenabrechnungen und Urlaubsanfrageverwaltung verfügbar sind.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Dies gilt auch für alle anderen Module im Dolibarr-System.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Man kann Gruppen verwenden, um Benutzer mit Berechtigungen zuzuordnen.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Klicke im Menü „Benutzer und Gruppen" auf „Gruppe hinzufügen".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Klicke nach dem Erstellen der Gruppe auf die Registerkarte „Gruppenberechtigungen", um der Gruppe die gewünschten Berechtigungen zuzuweisen.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Benutzer, die der Gruppe hinzugefügt wurden, erben jetzt alle der Gruppe zugewiesenen Berechtigungen.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Mitarbeiterfunktionen'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Sobald der Benutzer erstellt und Berechtigungen definiert wurden, kann sich der Mitarbeiter beim System anmelden und abhängig von den erteilten Berechtigungen Informationen bearbeiten oder nicht bearbeiten.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Wenn die Anwendung "Urlaub" aktiviert wurde, kann man auf das Menü der Registerkarte HRM klicken, um den Urlaubssaldo anzuzeigen.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Der gesamte Prozess der Erstellung, Genehmigung und Beratung von Blättern wird im Video zum Modul „Urlaub" angezeigt.<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Wenn das Modul "Spesenabrechnungen" aktiviert wurde, können Spesenabrechnungen über das jeweilige Menü erstellt werden.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Auf diese Weise erstellte Spesenabrechnungen können vom zuständigen Vorgesetzten genehmigt oder abgelehnt werden.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Der gesamte Prozess der Erstellung, Genehmigung und Konsultation von Spesenabrechnungen wird im Video zum Modul „Spesenabrechnung" dargestellt.<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Wenn das Modul „Projekt und Arbeitszeittabellen" aktiviert wurde, kann eine Verwendung der Arbeitszeittabellen auch über das Menü „Zeitaufwand" eingeben.<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Der vollständige Prozess der Erstellung von Arbeitszeittabellen wird im Video zum Modul „Projekt" vorgestellt.<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank dafür, dass du dir die Zeit genommen hast, dir das Tutorial zum Modul "Benutzer, Gruppen und Berechtigungen" anzusehen. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
==Translated text in French==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Bienvenue dans ce tutoriel vidéo à propos du système ERP et CRM Dolibarr.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|Dans cette vidéo, nous allons voir comment travailler avec le module Utilisateurs, Groupes et Permissions.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Le module "Utilisateurs, Groupes et Permissions" permet de créer et de gérer les utilisateurs sur le système Dolibarr.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|Dans la plupart des cas, il s'agit des employés mais il peut aussi s'agir de comptes d'utilisateurs externes pour votre comptable ou d'autres partenaires.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Vos employés peuvent également se connecter au système et gérer leur compte, activité, vacances et bien d'autres choses en fonction des applications que vous avez activées.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Examinons les caractéristiques communes.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Il y a deux flux d'utilisation dans le module "Utilisateurs et groupes" - l'un en tant qu'employeur ou administrateur et l'autre en tant qu'employé ou utilisateur externe.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Employeur ou administrateur'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Examinons d'abord le flux pour l'administrateur ou de l'employeur. Connectez-vous avec un compte qui a un accès d'administrateur.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Cliquez sur le menu "Utilisateurs et groupes" pour accéder au module utilisateur.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Cliquez sur "Liste des utilisateurs" pour consulter la liste des employés ou des utilisateurs existants.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|La "Vue hiérarchique" donne un aperçu global de la hiérarchie des employés dans l'organisation.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Création d'un employé ou d'un utilisateur'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Cliquez sur "Nouvel utilisateur" pour ajouter un nouvel employé - un utilisateur interne à votre organisation - au système.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Remplissez les champs obligatoires.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Si l'utilisateur est un utilisateur externe : un client ou un fournisseur, vous pouvez définir la propriété "Utilisateur externe" de sorte que l'utilisateur ne voit que les informations relatives à son compte.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Vous pouvez choisir si l'utilisateur est un employé et également choisir un superviseur pour définir la hiérarchie de gestion des demandes de congé et des notes de frais de l'utilisateur.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Complétez les détails de l'emploi tels que la rémunération et les heures de travail hebdomadaire.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Vous pouvez également télécharger des documents et enregistrer des informations bancaires dans le dossier de l'utilisateur.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Note : Si l'utilisateur a été défini comme un utilisateur "externe", il ne pourra consulter que ses factures, ses commandes, ses propositions, etc, et aucun autre enregistrement.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Ceci à moins que vous ne donniez à l'utilisateur la permission de tout voir, comme par exemple, pour votre comptable externe.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Contrôle d'accès et autorisations'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Les administrateurs sont en mesure de configurer les autorisations de contrôle d'accès aux modules et aux actions des modules.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Par exemple, voici la liste des actions disponibles pour la configuration de l'accès en ce qui concerne les modules Notes de Frais et Gestion des demandes de congé.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Ceci s'applique également à tous les autres modules du système Dolibarr.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Vous pouvez utiliser des groupes pour cartographier les utilisateurs ayant des autorisations.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Dans le menu "Utilisateurs et groupes", cliquez sur "Ajouter un groupe".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Une fois le groupe créé, cliquez sur l'onglet "Autorisations du groupe" pour attribuer les autorisations souhaitées au groupe.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Les utilisateurs ajoutés au groupe auront désormais toutes les autorisations attribuées au groupe.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Caractéristiques des employés'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Une fois l'utilisateur créé et les autorisations définies, l'employé peut se connecter au système et, en fonction des autorisations accordées, il peut modifier ou non les informations.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Si l'application "Congé" a été activée, vous pouvez cliquer sur le menu de l'onglet HRM pour consulter le solde des congés.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Le processus complet de création, d'approbation et de consultation des congés est présenté dans la vidéo sur le module "Congé".<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Si le module "Notes de frais" a été activé, les notes de frais peuvent être créées à partir du menu correspondant.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Les notes de frais ainsi créées peuvent être approuvées ou rejetées par le superviseur concerné.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Le processus complet de création, d'approbation et de consultation des notes de frais est présenté dans la vidéo du module "Notes de frais".<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Si le module "Projet et feuilles de temps" a été activé, un utilisateur peut également saisir ses feuilles de temps à partir du menu "Temps passé".<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Le processus complet de création des feuilles de temps est présenté dans la vidéo du module "Projet".<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
==Translated text in spanish==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Bienvenido a este video tutorial sobre el sistema ERP y CRM Dolibarr.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|En este vídeo, veremos cómo trabajar con el módulo Usuarios y Grupos.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|El módulo "Usuarios y Grupos" le permite crear y gestionar usuarios en el sistema Dolibarr.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|En la mayoría de los casos, se tratará de empleados, pero también pueden ser cuentas de usuarios externos para su contable u otros socios.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Sus empleados también pueden conectarse al sistema y gestionar su cuenta, actividad y vacaciones y muchas otras cosas en función de las aplicaciones que haya habilitado.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Veamos las características principales.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Hay dos tipos de usuarios en el módulo "Usuarios y Grupos" - el empleador o administrador y el empleado o usuario externo.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|Empleador o Administrador<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Veamos primero el funcionamiento del administrador o del empleador. Inicie sesión con una cuenta que tenga acceso de administrador.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Haga clic en el menú "Usuarios y grupos" para acceder al módulo de usuarios.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Haga clic en "Listado de usuarios" para examinar la lista de empleados o usuarios existentes.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|La "Vista Jerárquica" da una visión general de la jerarquía de los empleados en la organización.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|Creación de un empleado o usuario<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Haga clic en "Nuevo usuario" para añadir un nuevo empleado - un usuario interno de su organización - al sistema.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Rellene los campos obligatorios.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Si el usuario es un usuario externo: un cliente o un proveedor, puede seleccionar la opción "Externo" para que el usuario sólo vea la información relacionada con su cuenta.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Puede elegir si el usuario es un empleado y también elegir un supervisor para definir la jerarquía para gestionar las solicitudes de vacaciones y los informes de gastos del usuario.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Rellene los detalles adicionales del puesto de trabajo, como la remuneración y las horas de trabajo semanales.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|También puede subir documentos y registrar la información bancaria en el registro del usuario.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Nota: Si el usuario ha sido configurado como un usuario "Externo", podrá ver sólo sus facturas, pedidos, presupuestos, etc., y ningún otro dato.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Esto es así a menos que le dé permiso al usuario para ver "todo”, como por ejemplo, a su contable externo.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|Control de acceso y permisos<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Los administradores pueden configurar los permisos de control de acceso para los módulos y las acciones de los módulos.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Por ejemplo, aquí está la lista de acciones disponibles para la configuración de acceso con respecto a los módulos de Informes de gastos y Gestión de solicitudes de permisos.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Esto también es aplicable a los demás módulos del sistema Dolibarr.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Puede utilizar los grupos para asignar permisos a los usuarios.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|En el menú "Usuarios y Grupos", haga clic en "Nuevo grupo".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Una vez creado el grupo, haga clic en la pestaña "Permisos de grupo" para asignar los permisos deseados a dicho grupo.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Los usuarios añadidos al grupo heredarán todos los permisos asignados al grupo.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|Características de los empleados<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Una vez creado el usuario y definidos los permisos, el empleado puede acceder al sistema y, dependiendo de los permisos concedidos, puede editar o no la información.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Si la opción "Gestión de días libres" ha sido activada, puede hacer clic en el RRHH del menú para ver el estado de los mismos.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|El proceso completo de creación, aprobación y consulta de vacaciones se explicará en el vídeo sobre el módulo "RRHH".<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Si el módulo "Informes de gastos" ha sido activado, los informes de gastos pueden crearse desde el respectivo menú.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Los informes de gastos creados de esta manera pueden ser aprobados o rechazados por el supervisor correspondiente.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|El proceso completo de creación, aprobación y consulta de los informes de gastos se presentará en el vídeo sobre el módulo "Informe de Gastos".<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Si se ha habilitado el módulo Proyectos u Oportunidades", un usuario también puede introducir sus hojas de tiempo desde el menú "Tiempo dedicado".<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|El proceso completo de creación de hojas de presencia se explicará en el vídeo sobre el módulo "Proyectos u Oportunidades".<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
==Translated text in dutch==<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|In deze video laten we zien hoe de module "GEBRUIKERS & GROEPEN" werkt.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Met de "GEBRUIKERS & GROEPEN" module kun je gebruikers aanmaken en beheren voor het Dolibarr systeem.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|Meestal gaat het om het opvoeren van werknemers, maar het kan ook gaan om externe gebruikers zoals bijvoorbeeld voor een boekhouder of andere relaties.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Werknemers kunnen ook zelf inloggen en hun gebruikersaccount beheren, zoals agenda items aanmaken, vakantieperiode aangeven en een heleboel andere zaken, afhankelijk van de geactiveerde modules en de rechten die ze hebben.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Laten we nu kijken naar de algemene functionaliteit.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|De "GEBRUIKERS & GROEPEN" module is ingedeeld in twee type gebruikers. Aan de ene kant heb je de werkgever of beheerder en aan de andere kant de werknemer en of externe gebruiker.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Werkgever of beheerder'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Laten we eerst kijken naar de functie van beheerder of werkgever. Login met een account met beheerrechten. (admin is ok!)<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Klik op menu 'Gebruikers & groepen' om toegang te verkrijgen tot de gebruikersmodule.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Klik op de lijst van gebruikers om de lijst van bestaande werknerms en gebruikers te zien<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|De hiëarchische weergave geeft een overzicht van de werknemers hiëarchie in de organisatie.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Aanmaken van een werknemer of gebruiker'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Klik op 'Nieuwe gebruiker' om een nieuwe werknemer toe te voegen - een interne gebruiker in uw organisatie - in het systeem.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Vul de gevraagde velden in.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Als de gebruiker een exteren gebruiker is: een klant of een leverancier, kun je de eigenschap "Externe gebruiker"zo dat de gebruiker alleen informatie ziet die relevant is to zijn of haar eigen account.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Je kan aangeven of the gebruiker een werknemer is en dan ook de leidinggevende voor de hiëarchie voor het managen van de gebruikers vrlofaanvragen en onkostendeclaraties<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Vul in aanvullende baan details zoals vergoeding en gewerkte uren per week.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Je kan ook documenten uploaden en bankinformatie per gebruiker opgeven.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|let op: als de gebruikers is aangemerkt als externe gebruiker, kan de gebruiker alleen zijn of haar eigen factuur, order of voorstel enz inzien en geen enkele andere zaken.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Tenzij je de gebruiker de rechten geeft om alles te zien , bijvoorbeeld voor een externe boekhouder.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Gebruikersrechten en toestemming'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Beheerders zijn in staat om de rechten aan te passen voor het mogen gebruiken van hele modules of individuele module functies<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Bijvoorbeeld, hier is een lijst van functies die beschikbaar zijn als gebruikersrechten voor onkosten vergoedingen en verlof aanvragen beheer modules<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Dit geldt ook voor alle andere modules in het Dolibarr systeem<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Je kunt groepen gebruiken om gebruikers te clusteren met deze rechten.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Onder het "Gebruikers en groepen"menu, klik op "Groep toevoegen".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Zodra de groep is aangemaakt, klik op de groep rechten tab om de gewenste rechten toe te kennen aan de groep.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Gebruikers die aan de groep worden toegekend erven alle rechten die gekoppeld zijn aan de groep.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Werknemer functies'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Zodra een gebruiker is aangemaakt en de rechten zijn toegekend, kan de gebruiker inloggen in het syusteem en afhankelijk van zijn rechten, gegevens aanpassen of juist niet.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Als de module voor verlof is geativeerd, kun je op de HRM tab menu klikken om de verlof status te bekijken.,<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Om het proces van aanmaak, goedkeuring en raadpleging van verlof te bekijken zie daarvoor de video over de Verlof module.<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Als de module onkomenstvergoeding is geactiveerd, kunnen onkosten vergoedings overzichten gemaakt worden van het onkostenmenu.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Declaraties die zijn ingediend kunnen goedgekeurd of afgewezen worden door de toegekende leidinggevende.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Het hele proces van indienen, goedkeuring en afstemming van declaraties kunt u bekijken in de video over de onkosten module.<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Als de module project en timesheets is geactiveerd, kan een gebruiker ook zijn urenstaat in de urensheet menu invullen.<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Het hele proces van invullen van bestede tijd is te zien in de videu over de project module.<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Bedankt voor het bekijken van deze video tutorial. Ga naar www.dolibar.org om meer te leren over Dolibarr.<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Draft:Video_Presentation_(Dolibarr_features)_-_Users_and_Groups&diff=49544Draft:Video Presentation (Dolibarr features) - Users and Groups2021-01-28T21:06:16Z<p>Dolisupport: </p>
<hr />
<div>{{TemplateAssoEn}}<br />
{{Draft}}<br />
[[Category:Video]]<br />
<br />
'''Story board for Module User and Groups:'''<br />
<br />
'''Video Title:''' Users and Groups<br />
<br />
{| class="wikitable"<br />
|'''Voice Over'''<br />
|'''Visuals in the Video'''<br />
|-<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)<br />
|-<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system. In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners. Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled. Let's look at the the common features.<br />
|Show the "Users and Groups" module and click on the various menu options to show the screens.<br />
|-<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Show the login screen.<br />
|-<br />
| colspan="2" |'''Title Slide: Employer or Administrator'''<br />
|-<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Show login with admin account.<br />
|-<br />
|Click on the 'Users and Groups' menu to access the user module. Click on 'List of Users' to review the list of existing employees or users.<br />
|Click the appropriate menu items and show the screens.<br />
|-<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|Show the hierarchy view. Click on the “+” buttons to expand and show the nested hierarchy.<br />
|-<br />
| colspan="2" |'''Title Slide: Creating an Employee or User'''<br />
|-<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system. Fill out the required fields. If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours.<br />
<br />
You can also upload documents, and record bank information on user record.<br />
<br />
Note: If user has been set as an "External" User, he will be able to view only its invoice, order, proposal, etc, and not any other record. This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Show the user creation process, choosing of supervisor, insisting on the "internal or external user" flag, and filling in of the job details.<br />
Show also how to fill optionally bank information of the employee.<br />
|-<br />
| colspan="2" |'''Title slide: Access Control & Permissions'''<br />
|-<br />
|Administrators are able to configure access control permissions for modules and module actions. For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. This also applies to all other modules in the Dolibarr system.<br />
|As an administrator, show the permissions for these two modules after navigating to Permissions under the user card.<br />
|-<br />
|You can use groups to map users with permissions. Under the "Users and Groups" menu, click on "Add Group". Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group. Users added to the group will now inherit all the permissions assigned to the group.<br />
|Create a group. Add a set of permissions to the group. Assign users to the group.<br />
|-<br />
| colspan="2" |'''Title Slide: Employee features'''<br />
|-<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Show the newly created user logging in.<br />
Show how user can set its own email signature.<br />
|-<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Click the menu HRM and highlight the leave balance.<br />
|-<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu. Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module. <br />
|Click the menu HRM and open one Expense Report of an employee.<br />
|-<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
The complete process of creation of timesheets is presented into the Video about the "Project" module. <br />
|Click the menu HRM - Time spent.<br />
Select on task and make assign so we can see we can add time on this task. Add another task if there is enough time (if speaking text is not too short)<br />
|-<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).<br />
|}<br />
<br />
<br />
==Translated text in German==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Willkommen zum Video-Tutorial über Dolibarr ERP und das CRM-System.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|In diesem Video werden wir uns Nutzer, Gruppen und Erlaubnismodule genauer anschauen.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Das „Nutzer, Gruppen und Erlaubnis“-Modul ermöglicht es dir Nutzer des Dolibarr-Systems zu kreieren und zu verwalten.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|In den meisten Fällen sind es die Mitarbeiter, aber es können auch externe Benutzerkonten für den Buchhalter oder andere Partner sein.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Deine Mitarbeiter können sich auch beim System anmelden und ihr Konto, ihre Aktivitäten, Feiertage und viele andere Dinge verwalten, je nachdem, für welche Anwendungen sie aktiviert wurden.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Schauen wir uns die allgemeinen Funktionen an.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Es gibt zwei Benutzerflüsse zum Modul „Benutzer und Gruppen" - einen als Arbeitgeber oder Administrator und einen als Mitarbeiter oder externen Benutzer.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Arbeitgeber oder Administrator'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Betrachten wir zunächst den Benutzerfluss des Administrators oder Arbeitgebers. Melde dich auf deinem Konto, mit Administratorzugriff an.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Klicke auf das Menü ‚Benutzer und Gruppen', um auf das Benutzermodul zugreifen zu können.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Klicke auf die „Benutzerliste", um die Liste der vorhandenen Mitarbeiter oder Benutzer anzeigen zu lassen.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|Die „Hierarchische Ansicht“ bietet eine Vogelperspektive auf die Mitarbeiterhierarchie in der Organisation.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Erstellen eines Mitarbeiters oder Benutzers'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Klicke auf "Neuer Benutzer", um dem System einen neuen Mitarbeiter - einen internen Benutzer innerhalb der Organisation - hinzuzufügen.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Fülle die erforderlichen Felder aus.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Wenn der Benutzer ein externer Benutzer ist: ein Kunde oder ein Lieferant, kannst du ihm die Eigenschaft „externer Benutzer“ zuordnen, so dass dem Benutzer nur Informationen zu der eigenen Person angezeigt werden.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Wähle aus ob ein Benutzer ein Mitarbeiter ist, sowie wer sein Vorgesetzter ist, um die Hierarchie für Verwaltung der Urlaubsanträge und Spesenabrechnungen des Benutzers festzulegen.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Gib zusätzliche Jobdetails wie Vergütung und wöchentliche Arbeitszeit ein.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Man kann auch Dokumente hochladen und Bankinformationen im Benutzerdatensatz abspeichern.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Hinweis: Wenn der Benutzer als „externer" Benutzer festgelegt wurde, kann er nur seine Rechnung, Bestellung, sein Angebot usw. ansehen, keine anderen Datensätze.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Dies gilt nur, wenn man dem Benutzer die Berechtigung erteilt, „alle" anzeigen zu lassen, z. B. für den externen Buchhalter.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Zugriffskontrolle und Berechtigungen'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Administratoren können Zugriffsberechtigungen für Module und Modulaktionen konfigurieren.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Hier findet man beispielsweise die Liste der Aktionen, die für die Zugriffskonfiguration in Bezug auf die Module Spesenabrechnungen und Urlaubsanfrageverwaltung verfügbar sind.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Dies gilt auch für alle anderen Module im Dolibarr-System.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Man kann Gruppen verwenden, um Benutzer mit Berechtigungen zuzuordnen.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Klicke im Menü „Benutzer und Gruppen" auf „Gruppe hinzufügen".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Klicke nach dem Erstellen der Gruppe auf die Registerkarte „Gruppenberechtigungen", um der Gruppe die gewünschten Berechtigungen zuzuweisen.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Benutzer, die der Gruppe hinzugefügt wurden, erben jetzt alle der Gruppe zugewiesenen Berechtigungen.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Mitarbeiterfunktionen'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Sobald der Benutzer erstellt und Berechtigungen definiert wurden, kann sich der Mitarbeiter beim System anmelden und abhängig von den erteilten Berechtigungen Informationen bearbeiten oder nicht bearbeiten.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Wenn die Anwendung "Urlaub" aktiviert wurde, kann man auf das Menü der Registerkarte HRM klicken, um den Urlaubssaldo anzuzeigen.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Der gesamte Prozess der Erstellung, Genehmigung und Beratung von Blättern wird im Video zum Modul „Urlaub" angezeigt.<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Wenn das Modul "Spesenabrechnungen" aktiviert wurde, können Spesenabrechnungen über das jeweilige Menü erstellt werden.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Auf diese Weise erstellte Spesenabrechnungen können vom zuständigen Vorgesetzten genehmigt oder abgelehnt werden.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Der gesamte Prozess der Erstellung, Genehmigung und Konsultation von Spesenabrechnungen wird im Video zum Modul „Spesenabrechnung" dargestellt.<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Wenn das Modul „Projekt und Arbeitszeittabellen" aktiviert wurde, kann eine Verwendung der Arbeitszeittabellen auch über das Menü „Zeitaufwand" eingeben.<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Der vollständige Prozess der Erstellung von Arbeitszeittabellen wird im Video zum Modul „Projekt" vorgestellt.<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank dafür, dass du dir die Zeit genommen hast, dir das Tutorial zum Modul "Benutzer, Gruppen und Berechtigungen" anzusehen. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}<br />
<br />
==Translated text in French==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Bienvenue dans ce tutoriel vidéo à propos du système ERP et CRM Dolibarr.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|Dans cette vidéo, nous allons voir comment travailler avec le module Utilisateurs, Groupes et Permissions.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Le module "Utilisateurs, Groupes et Permissions" permet de créer et de gérer les utilisateurs sur le système Dolibarr.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|Dans la plupart des cas, il s'agit des employés mais il peut aussi s'agir de comptes d'utilisateurs externes pour votre comptable ou d'autres partenaires.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Vos employés peuvent également se connecter au système et gérer leur compte, activité, vacances et bien d'autres choses en fonction des applications que vous avez activées.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Examinons les caractéristiques communes.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Il y a deux flux d'utilisation dans le module "Utilisateurs et groupes" - l'un en tant qu'employeur ou administrateur et l'autre en tant qu'employé ou utilisateur externe.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Employeur ou administrateur'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Examinons d'abord le flux pour l'administrateur ou de l'employeur. Connectez-vous avec un compte qui a un accès d'administrateur.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Cliquez sur le menu "Utilisateurs et groupes" pour accéder au module utilisateur.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Cliquez sur "Liste des utilisateurs" pour consulter la liste des employés ou des utilisateurs existants.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|La "Vue hiérarchique" donne un aperçu global de la hiérarchie des employés dans l'organisation.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Création d'un employé ou d'un utilisateur'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Cliquez sur "Nouvel utilisateur" pour ajouter un nouvel employé - un utilisateur interne à votre organisation - au système.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Remplissez les champs obligatoires.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Si l'utilisateur est un utilisateur externe : un client ou un fournisseur, vous pouvez définir la propriété "Utilisateur externe" de sorte que l'utilisateur ne voit que les informations relatives à son compte.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Vous pouvez choisir si l'utilisateur est un employé et également choisir un superviseur pour définir la hiérarchie de gestion des demandes de congé et des notes de frais de l'utilisateur.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Complétez les détails de l'emploi tels que la rémunération et les heures de travail hebdomadaire.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Vous pouvez également télécharger des documents et enregistrer des informations bancaires dans le dossier de l'utilisateur.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Note : Si l'utilisateur a été défini comme un utilisateur "externe", il ne pourra consulter que ses factures, ses commandes, ses propositions, etc, et aucun autre enregistrement.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Ceci à moins que vous ne donniez à l'utilisateur la permission de tout voir, comme par exemple, pour votre comptable externe.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Contrôle d'accès et autorisations'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Les administrateurs sont en mesure de configurer les autorisations de contrôle d'accès aux modules et aux actions des modules.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Par exemple, voici la liste des actions disponibles pour la configuration de l'accès en ce qui concerne les modules Notes de Frais et Gestion des demandes de congé.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Ceci s'applique également à tous les autres modules du système Dolibarr.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Vous pouvez utiliser des groupes pour cartographier les utilisateurs ayant des autorisations.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Dans le menu "Utilisateurs et groupes", cliquez sur "Ajouter un groupe".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Une fois le groupe créé, cliquez sur l'onglet "Autorisations du groupe" pour attribuer les autorisations souhaitées au groupe.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Les utilisateurs ajoutés au groupe auront désormais toutes les autorisations attribuées au groupe.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Caractéristiques des employés'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Une fois l'utilisateur créé et les autorisations définies, l'employé peut se connecter au système et, en fonction des autorisations accordées, il peut modifier ou non les informations.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Si l'application "Congé" a été activée, vous pouvez cliquer sur le menu de l'onglet HRM pour consulter le solde des congés.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Le processus complet de création, d'approbation et de consultation des congés est présenté dans la vidéo sur le module "Congé".<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Si le module "Notes de frais" a été activé, les notes de frais peuvent être créées à partir du menu correspondant.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Les notes de frais ainsi créées peuvent être approuvées ou rejetées par le superviseur concerné.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Le processus complet de création, d'approbation et de consultation des notes de frais est présenté dans la vidéo du module "Notes de frais".<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Si le module "Projet et feuilles de temps" a été activé, un utilisateur peut également saisir ses feuilles de temps à partir du menu "Temps passé".<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Le processus complet de création des feuilles de temps est présenté dans la vidéo du module "Projet".<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.<br />
|}<br />
<br />
==Translated text in spanish==<br />
<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Bienvenido a este video tutorial sobre el sistema ERP y CRM Dolibarr.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|En este vídeo, veremos cómo trabajar con el módulo Usuarios y Grupos.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|El módulo "Usuarios y Grupos" le permite crear y gestionar usuarios en el sistema Dolibarr.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|En la mayoría de los casos, se tratará de empleados, pero también pueden ser cuentas de usuarios externos para su contable u otros socios.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Sus empleados también pueden conectarse al sistema y gestionar su cuenta, actividad y vacaciones y muchas otras cosas en función de las aplicaciones que haya habilitado.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Veamos las características principales.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|Hay dos tipos de usuarios en el módulo "Usuarios y Grupos" - el empleador o administrador y el empleado o usuario externo.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|Empleador o Administrador<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Veamos primero el funcionamiento del administrador o del empleador. Inicie sesión con una cuenta que tenga acceso de administrador.<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Haga clic en el menú "Usuarios y grupos" para acceder al módulo de usuarios.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Haga clic en "Listado de usuarios" para examinar la lista de empleados o usuarios existentes.<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|La "Vista Jerárquica" da una visión general de la jerarquía de los empleados en la organización.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|Creación de un empleado o usuario<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Haga clic en "Nuevo usuario" para añadir un nuevo empleado - un usuario interno de su organización - al sistema.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Rellene los campos obligatorios.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Si el usuario es un usuario externo: un cliente o un proveedor, puede seleccionar la opción "Externo" para que el usuario sólo vea la información relacionada con su cuenta.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Puede elegir si el usuario es un empleado y también elegir un supervisor para definir la jerarquía para gestionar las solicitudes de vacaciones y los informes de gastos del usuario.<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Rellene los detalles adicionales del puesto de trabajo, como la remuneración y las horas de trabajo semanales.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|También puede subir documentos y registrar la información bancaria en el registro del usuario.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|Nota: Si el usuario ha sido configurado como un usuario "Externo", podrá ver sólo sus facturas, pedidos, presupuestos, etc., y ningún otro dato.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Esto es así a menos que le dé permiso al usuario para ver "todo”, como por ejemplo, a su contable externo.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|Control de acceso y permisos<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Los administradores pueden configurar los permisos de control de acceso para los módulos y las acciones de los módulos.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Por ejemplo, aquí está la lista de acciones disponibles para la configuración de acceso con respecto a los módulos de Informes de gastos y Gestión de solicitudes de permisos.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Esto también es aplicable a los demás módulos del sistema Dolibarr.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Puede utilizar los grupos para asignar permisos a los usuarios.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|En el menú "Usuarios y Grupos", haga clic en "Nuevo grupo".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Una vez creado el grupo, haga clic en la pestaña "Permisos de grupo" para asignar los permisos deseados a dicho grupo.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Los usuarios añadidos al grupo heredarán todos los permisos asignados al grupo.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|Características de los empleados<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Una vez creado el usuario y definidos los permisos, el empleado puede acceder al sistema y, dependiendo de los permisos concedidos, puede editar o no la información.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Si la opción "Gestión de días libres" ha sido activada, puede hacer clic en el RRHH del menú para ver el estado de los mismos.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|El proceso completo de creación, aprobación y consulta de vacaciones se explicará en el vídeo sobre el módulo "RRHH".<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Si el módulo "Informes de gastos" ha sido activado, los informes de gastos pueden crearse desde el respectivo menú.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Los informes de gastos creados de esta manera pueden ser aprobados o rechazados por el supervisor correspondiente.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|El proceso completo de creación, aprobación y consulta de los informes de gastos se presentará en el vídeo sobre el módulo "Informe de Gastos".<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Si se ha habilitado el módulo Proyectos u Oportunidades", un usuario también puede introducir sus hojas de tiempo desde el menú "Tiempo dedicado".<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|El proceso completo de creación de hojas de presencia se explicará en el vídeo sobre el módulo "Proyectos u Oportunidades".<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.<br />
|}<br />
<br />
== Translated text in dutch ==<br />
{| class="wikitable"<br />
|'''SNO'''<br />
|'''English Text'''<br />
|'''Translation in the Foreign Language'''<br />
|-<br />
|1<br />
|Welcome to this video tutorial about the Dolibarr ERP and CRM system.<br />
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem.<br />
|-<br />
|2<br />
|In this video, we will look at how to work with the Users, Groups and Permissions module.<br />
|In deze video laten we zien hoe de module "GEBRUIKERS & GROEPEN" werkt.<br />
|-<br />
|3<br />
|The "Users, Groups and Permissions" module allows you to create and manage users on the Dolibarr system.<br />
|Met de "GEBRUIKERS & GROEPEN" module kun je gebruikers aanmaken en beheren voor het Dolibarr systeem.<br />
|-<br />
|4<br />
|In most cases, it would be the employees but it can also be external user accounts for your bookkeeper or other partners.<br />
|Meestal gaat het om het opvoeren van werknemers, maar het kan ook gaan om externe gebruikers zoals bijvoorbeeld voor een boekhouder of andere relaties.<br />
|-<br />
|5<br />
|Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on the applications you have enabled.<br />
|Werknemers kunnen ook zelf inloggen en hun gebruikersaccount beheren, zoals agenda items aanmaken, vakantieperiode aangeven en een heleboel andere zaken, afhankelijk van de geactiveerde modules en de rechten die ze hebben.<br />
|-<br />
|6<br />
|Let's look at the the common features.<br />
|Laten we nu kijken naar de algemene functionaliteit.<br />
|-<br />
|7<br />
|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.<br />
|De "GEBRUIKERS & GROEPEN" module is ingedeeld in twee type gebruikers. Aan de ene kant heb je de werkgever of beheerder en aan de andere kant de werknemer en of externe gebruiker.<br />
|-<br />
|8<br />
|'''Employer or Administrator'''<br />
|'''Werkgever of beheerder'''<br />
|-<br />
|9<br />
|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.<br />
|Laten we eerst kijken naar de functie van beheerder of werkgever. Login met een account met beheerrechten. (admin is ok!)<br />
|-<br />
|10<br />
|Click on the 'Users and Groups' menu to access the user module.<br />
|Klik op menu 'Gebruikers & groepen' om toegang te verkrijgen tot de gebruikersmodule.<br />
|-<br />
|11<br />
|Click on 'List of Users' to review the list of existing employees or users.<br />
|Klik op de lijst van gebruikers om de lijst van bestaande werknerms en gebruikers te zien<br />
|-<br />
|12<br />
|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.<br />
|De hiëarchische weergave geeft een overzicht van de werknemers hiëarchie in de organisatie.<br />
|-<br />
|13<br />
|'''Creating an Employee or User'''<br />
|'''Aanmaken van een werknemer of gebruiker'''<br />
|-<br />
|14<br />
|Click on 'New User' to add a new employee – an internal user in your organization - to the system.<br />
|Klik op 'Nieuwe gebruiker' om een nieuwe werknemer toe te voegen - een interne gebruiker in uw organisatie - in het systeem.<br />
|-<br />
|15<br />
|Fill out the required fields.<br />
|Vul de gevraagde velden in.<br />
|-<br />
|16<br />
|If the user is an external user: a customer or a provider, you can set the property "External user" so that the user will only see information related to his or her account.<br />
|Als de gebruiker een exteren gebruiker is: een klant of een leverancier, kun je de eigenschap "Externe gebruiker"zo dat de gebruiker alleen informatie ziet die relevant is to zijn of haar eigen account.<br />
|-<br />
|17<br />
|You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports.<br />
|Je kan aangeven of the gebruiker een werknemer is en dan ook de leidinggevende voor de hiëarchie voor het managen van de gebruikers vrlofaanvragen en onkostendeclaraties<br />
|-<br />
|18<br />
|Fill in additional job details such as remuneration and weekly work hours.<br />
|Vul in aanvullende baan details zoals vergoeding en gewerkte uren per week.<br />
|-<br />
|19<br />
|You can also upload documents, and record bank information on user record.<br />
|Je kan ook documenten uploaden en bankinformatie per gebruiker opgeven.<br />
|-<br />
|20<br />
|Note: If user has been set as an "External" User, he or she will be able to view only their invoice, order, proposal, etc, and not any other record.<br />
|let op: als de gebruikers is aangemerkt als externe gebruiker, kan de gebruiker alleen zijn of haar eigen factuur, order of voorstel enz inzien en geen enkele andere zaken.<br />
|-<br />
|21<br />
|This is unless you give the user permission to view "all", like for example, for your external bookkeeper.<br />
|Tenzij je de gebruiker de rechten geeft om alles te zien , bijvoorbeeld voor een externe boekhouder.<br />
|-<br />
|22<br />
|'''Access Control & Permissions'''<br />
|'''Zugriffskontrolle und Berechtigungen'''<br />
|-<br />
|23<br />
|Administrators are able to configure access control permissions for modules and module actions.<br />
|Administratoren können Zugriffsberechtigungen für Module und Modulaktionen konfigurieren.<br />
|-<br />
|24<br />
|For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules.<br />
|Hier findet man beispielsweise die Liste der Aktionen, die für die Zugriffskonfiguration in Bezug auf die Module Spesenabrechnungen und Urlaubsanfrageverwaltung verfügbar sind.<br />
|-<br />
|25<br />
|This also applies to all other modules in the Dolibarr system.<br />
|Dies gilt auch für alle anderen Module im Dolibarr-System.<br />
|-<br />
|26<br />
|You can use groups to map users with permissions.<br />
|Man kann Gruppen verwenden, um Benutzer mit Berechtigungen zuzuordnen.<br />
|-<br />
|27<br />
|Under the "Users and Groups" menu, click on "Add Group".<br />
|Klicke im Menü „Benutzer und Gruppen" auf „Gruppe hinzufügen".<br />
|-<br />
|28<br />
|Once the group is created, click on the "Group Permissions" tab to assign the desired permissions to the group.<br />
|Klicke nach dem Erstellen der Gruppe auf die Registerkarte „Gruppenberechtigungen", um der Gruppe die gewünschten Berechtigungen zuzuweisen.<br />
|-<br />
|29<br />
|Users added to the group will now inherit all the permissions assigned to the group.<br />
|Benutzer, die der Gruppe hinzugefügt wurden, erben jetzt alle der Gruppe zugewiesenen Berechtigungen.<br />
|-<br />
|30<br />
|'''Employee features'''<br />
|'''Mitarbeiterfunktionen'''<br />
|-<br />
|31<br />
|Once the user is created and permissions are defined, the employee can login to the system, and depending on the permissions granted, can edit or not edit information.<br />
|Sobald der Benutzer erstellt und Berechtigungen definiert wurden, kann sich der Mitarbeiter beim System anmelden und abhängig von den erteilten Berechtigungen Informationen bearbeiten oder nicht bearbeiten.<br />
|-<br />
|32<br />
|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.<br />
|Wenn die Anwendung "Urlaub" aktiviert wurde, kann man auf das Menü der Registerkarte HRM klicken, um den Urlaubssaldo anzuzeigen.<br />
|-<br />
|33<br />
|The complete process of creation, approval and consultation of leaves is presented into the Video about the "Leave" module.<br />
|Der gesamte Prozess der Erstellung, Genehmigung und Beratung von Blättern wird im Video zum Modul „Urlaub" angezeigt.<br />
|-<br />
|34<br />
|If the module "Expense reports" has been enabled, Expense reports can be created from the respective menu.<br />
|Wenn das Modul "Spesenabrechnungen" aktiviert wurde, können Spesenabrechnungen über das jeweilige Menü erstellt werden.<br />
|-<br />
|35<br />
|Expense reports thus created can be approved or rejected by the appropriate supervisor.<br />
|Auf diese Weise erstellte Spesenabrechnungen können vom zuständigen Vorgesetzten genehmigt oder abgelehnt werden.<br />
|-<br />
|36<br />
|The complete process of creation, approval and consultation of expense reports is presented into the Video about the "Expense Report" module.<br />
|Der gesamte Prozess der Erstellung, Genehmigung und Konsultation von Spesenabrechnungen wird im Video zum Modul „Spesenabrechnung" dargestellt.<br />
|-<br />
|37<br />
|If the module "Project and timesheets" has been enabled, a user can also enter its Timesheets from the “Time Spent” menu.<br />
|Wenn das Modul „Projekt und Arbeitszeittabellen" aktiviert wurde, kann eine Verwendung der Arbeitszeittabellen auch über das Menü „Zeitaufwand" eingeben.<br />
|-<br />
|38<br />
|The complete process of creation of timesheets is presented into the Video about the "Project" module.<br />
|Der vollständige Prozess der Erstellung von Arbeitszeittabellen wird im Video zum Modul „Projekt" vorgestellt.<br />
|-<br />
|39<br />
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.<br />
|Vielen Dank dafür, dass du dir die Zeit genommen hast, dir das Tutorial zum Modul "Benutzer, Gruppen und Berechtigungen" anzusehen. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.<br />
|}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48523Dolibarr suppliers Netherlands2020-10-08T22:15:05Z<p>Dolisupport: </p>
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{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=DOLISUPPORT.NL|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl Dolisupport.nl] voor meer informatie. <br> [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl Dolisupport.nl]]<br><br><br><br><br>|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48520Dolibarr suppliers Netherlands2020-10-08T22:10:11Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=DOLISUPPORT.NL|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl Dolisupport.nl] voor meer informatie. <br> [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]<br><br><br><br><br>|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48519Dolibarr suppliers Netherlands2020-10-08T22:08:59Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=DOLISUPPORT.NL|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. <br> [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]<br><br><br><br><br>|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48518Dolibarr suppliers Netherlands2020-10-08T22:07:20Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. <br> [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]<br><br><br><br><br>|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48517Dolibarr suppliers Netherlands2020-10-08T22:06:34Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]<br><br><br><br><br><br><br>|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48516Dolibarr suppliers Netherlands2020-10-08T22:05:55Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. <br><br><br><br><br><br><br>[[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48515Dolibarr suppliers Netherlands2020-10-08T22:05:20Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]|<br />
<br><br><br><br><br><br><br>profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48514Dolibarr suppliers Netherlands2020-10-08T22:01:35Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna<br />
<br />
|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48513Dolibarr suppliers Netherlands2020-10-08T22:01:07Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl<br />
<br />
|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48512Dolibarr suppliers Netherlands2020-10-08T22:00:19Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48511Dolibarr suppliers Netherlands2020-10-08T21:59:20Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|center|thumb|[https://dolisupprt.nl]Dolisupport.nl]]|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48510Dolibarr suppliers Netherlands2020-10-08T21:58:53Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|right|thumb|[https://dolisupprt.nl]Dolisupport.nl]]|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48509Dolibarr suppliers Netherlands2020-10-08T21:57:34Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op [https://dolisupprt.nl]Dolisupport.nl] voor meer informatie. [[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48508Dolibarr suppliers Netherlands2020-10-08T21:56:31Z<p>Dolisupport: </p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op Dolisupport.nl voor meer informatie.<br />
[[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]<br />
<br />
<br />
|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48507Dolibarr suppliers Netherlands2020-10-08T21:54:10Z<p>Dolisupport: update</p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op Dolisupport.nl voor meer informatie.<br />
[[File:Dolisupport blue main 1.0.png|alt=NL support voor Dolibarr|left|thumb|[https://dolisupprt.nl]Dolisupport.nl]]<br />
|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=File:Dolisupport_blue_main_1.0.png&diff=48506File:Dolisupport blue main 1.0.png2020-10-08T21:51:53Z<p>Dolisupport: </p>
<hr />
<div>Dolisupport.nl</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48505Dolibarr suppliers Netherlands2020-10-08T21:36:05Z<p>Dolisupport: update</p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft. Dolisupport heeft recent de aanvraag voor preferred partner ingediend bij de stichting.<br />
<br />
Kijk op Dolisupport.nl voor meer informatie.|<br />
profid=KvK 78412927|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48504Dolibarr suppliers Netherlands2020-10-08T21:29:54Z<p>Dolisupport: aanvulling</p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft.<br />
<br />
Kijk op Dolisupport.nl voor meer informatie.|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
zip=1761AR|<br />
town=Anna Paulowna|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=yes|<br />
}}</div>Dolisupporthttps://wiki.dolibarr.org/index.php?title=Dolibarr_suppliers_Netherlands&diff=48503Dolibarr suppliers Netherlands2020-10-08T21:25:18Z<p>Dolisupport: Toegevoegd</p>
<hr />
<div>{{Dolibar_partners_list}}<br />
<br />
{{TemplateCompany|<br />
name=Macrorom ICT-services|<br />
desc=Macrorom ICT – Services verzorgt uw complete ICT behoefte, van hosting tot beheerdiensten en van internet tot consultancy. Het werkt nou eenmaal prettiger als u één aanspreekpunt heeft, of u nu een storing, beveiligingsprobleem of gewoon een vraag met betrekking tot automatisering heeft. Onze diensten bestaan o.a. uit: systeembeheer, maatwerk software, website design en Search Engine Optimalisation (SEO), E-commerce oplossingen, Content Management Systemen (CMS), web hosting, Cloud- en Virtualisatie diensten, Exchange hosting, internettoegang, netwerkoplossingen, hardware, en nog veel meer. SaaS hosting van Dolibarr, DoliMed en andere Open Source producten.<br />
'''Neem vrijblijvend contact met ons op voor een gratis 30-dagen evaluatie van Dolibarr of DoliMed ERP-CRM!''' [https://macrorom.nl/cloud-services-2/dolibarr-erpcrm/ Company site] |<br />
profid=KvK 37135201|<br />
web=https://www.macrorom.nl|<br />
email=info@macrorom.nl|<br />
zip=1735KB|<br />
town='t Veld|<br />
country=nl|<br />
service_hosting=yes|<br />
service_onlinesupport=yes|<br />
service_emailsupport=yes|<br />
service_dev=yes|<br />
service_local=yes|<br />
service_formation=no|<br />
}}<br />
<br />
{{TemplateCompany|<br />
name=Dolisupport|<br />
desc=Dolisupport levert u de laatste stabiele versie van Dolibarr.org in de cloud met uw eigen klant login. Dolisupport werkt mee met de stichting aan de nieuwe bugfixes in versie 12 waar u meteen van meeprofiteert.<br />
<br />
Vanuit een bedrijfskundig perspectief verzorgen we IT implementaties. Het doel is niet IT, maar een optimale bedrijfsvoering. Met 20 jaar ervaring in de IT sector en altijd vanuit een bedrijfskunde achtergrond bent u aan het goede adres voor bedrijfsautomatisering. No nonsens, realistisch en professioneel.<br />
<br />
We geloven dat software niet duur hoeft te zijn door gebruik te maken van een community (interessegroep) van gebruikers en ontwikkelaars die staan voor betaalbare en bruikbare software die aanpasbaar is voor elke bedrijfstak. <br />
<br />
Door gebruik te maken van betrouwbare datacenters in Europa kunt u er zeker van zijn dat uw data veilig, betrouwbaar en GDPR proof is. Het pakket kunt u flexibel inrichten en u kunt direct emailen vanuit uw bedrijfssoftware. U houdt altijd zelf de controle over uw bedrijfsproces. Mocht u een specifieke aanpassing willen heeft Dolisupport de expertise in huis om het pakket te maken naar wat ú nodig heeft.<br />
<br />
Kijk op Dolisupport.nl voor meer informatie.|<br />
web=https://dolisupport.nl|<br />
email=info@dolisupport.nl|<br />
country=nl|<br />
}}</div>Dolisupport