Draft:Video Presentation (Dolibarr features) - Products and Services

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Story board for Module Products and Services:

Video Title: Products and Services in Dolibarr

Voice Over Visuals in the Video
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Products and Services module in Dolibarr. 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)
Prerequisites
Activate the module Products from menu Home - Setup - Modules. You also need to activate the module Services. You can also activate the module "Variant" if you need to define variants like color and size for products like shirts. Go on menu Home - Setup - Modules, scroll to Products module and show you can switch on/off the module. Enable also the module "Services" and "Variant".
Grant permission on the Products and Services modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions" Show the module permissions and enable the permissions.
Creating a Product or Service
Products are material goods that you stock and sell to your customers or buy from your suppliers. Services are offerings provided to customers that can be realized without stocking or shipment. Show the list views or products and services.
Let's create a product. Provide a reference number and label for the product. Choose whether the product is for sale or purchase. Specify if you will be using lot or serial numbers. Demo product creation.
If you use barcodes, then choose a barcode type and enter the barcode. Provide a description. Choose a default warehouse where the product is usually stocked. Specify a stock limit if you want to be notified when the stock limit is reached. Specify the desired quantity you want to get when doing automatic replenishment. Demo product creation.
Input other aspects of your product such as weight and dimensions in the case of products. Set pricing and tax details. Finally, choose the appropriate accounting codes and click on "Create" to add the product. Demo product creation.
Similarly, you can create a service from the appropriate menu. A service differs from a product such that it cannot be stocked or shipped. Also, attributes specific to products such as weight, dimensions and commodity code are not available for services. Demo service creation.
Products and Services - Module Features
Use the "Clone" button to create a similar product or service without having to re-enter all the information. Show the clone button.
Use the tab "Selling prices" if the product is "On sale" or "Buying prices" if the product is "On Purchase". For selling price, you can setup the application to have 1 selling price, 1 selling price per segment of customers or 1 selling price for each customer. For buying price, you can define different prices for each supplier too. Show the tab "Selling prices" or "Buying prices"
If the module "Variant" is enabled, you can define variants like color and size for products like shirts. You can also define a relative price or weight impact for the variant when compared to the price and weight of the main product. Create a variant of a product.
"Statistics" gives a bird eye view of how the product or service is performing by tracking the proposals, sales orders, purchase orders, invoices and contracts. Show the statistics and graphs.
You can create tags in order to group products or services such as quality, limited edition etc. Clicking on a tag will show all the products or services associated with it. Show tags and products grouped based on tags.
Warehouses are locations where products are received at or stocked and shipped from. Show the list of warehouses.
Stock movements and mass stock transfer can also be tracked and recorded. Show mass stock transfer. Click on record transfer and demo the feature.
"Replenishment" is a list of all products having stock that is lower than the desired stock. Choose a product by ticking the checkbox in order to create a purchase order to fill the difference. The complete process for creating purchase orders is presented in the respective video about Purchase Orders. Demo the replenishment feature.
You can also add and track shipments and deliveries for the products. Show the shipment list view.
There are also plenty of other features that can be enabled from the setup like if you need to manage virtual products or kits. Also, like most other Dolibarr modules, you can add your own custom fields to describe your product, define default values or mandatory fields and you can use the import or export modules to import or export your product database.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. 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).