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).

Translation in French

SNO English Text Translation
1 Products and Services in Dolibarr Produits et Services sur Dolibarr
2 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. Bienvenue à ce tutoriel vidéo sur le système ERP et CRM de Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module Produits et Services sur Dolibarr.
3 Prerequisites Prérequis
4 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. Activez le module Produits à partir du menu Accueil - Configuration - Modules. Vous pouvez également activer le module Services. Vous pouvez debolus activer le module "Variante" si vous avez besoin de définir des variantes comme la couleur et la taille pour des produits comme les chemises.
5 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" Donnez des autorisations à vos utilisateurs sur les modules Produits et Services. Pour plus d'informations sur la façon de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".
6 Creating a Product or Service Créer un produit ou un service
7 Products are material goods that you stock and sell to your customers or buy from your suppliers. Les produits sont des biens matériels que vous pouvez stocker et vendez à vos clients ou achetez auprès de vos fournisseurs.
8 Services are offerings provided to customers that can be realized without stocking or shipment. Les services sont des offres fournies aux clients ou par les fournisseurs qui peuvent être réalisées sans stockage ni expédition.
9 Let's create a product. Provide a reference number and label for the product. Créons un produit. Donnez un numéro de référence et un libellé pour le produit.
10 Choose whether the product is for sale or purchase. Specify if you will be using lot or serial numbers. Choisissez si le produit est à vendre ou à acheter. Précisez si vous utiliserez des numéros de lot ou de série.
11 If you use barcodes, then choose a barcode type and enter the barcode. Si vous utilisez des codes-barres, choisissez un type de code-barres et entrez le code-barres.
12 Provide a description. Fournissez une description.
13 Choose a default warehouse where the product is usually stocked. Choisissez un entrepôt par défaut où le produit est habituellement stocké.
14 Specify a stock limit if you want to be notified when the stock limit is reached. Précisez une limite de stock si vous souhaitez être alerté lorsque la limite de stock est atteinte.
15 You can specify the desired quantity you want to get when doing automatic replenishment. Vous pouvez indiquer la quantité souhaitée que vous souhaitez obtenir lors de réapprovisionnement automatique.
16 Input other aspects of your product such as weight and dimensions in the case of products. Saisissez d'autres caractéristiques de votre produit tels que le poids et les dimensions.
17 Set pricing and tax details. Finally, choose the appropriate accounting codes if accounting module is enabled. Click on "Create" to add the product. Définissez les détails relatifs à la tarification et aux taxes. Enfin, choisissez les codes comptables appropriés si le module Comptabilité est activé. Cliquez sur "Créer" pour ajouter le produit.
18 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. De même, vous pouvez créer un service à partir du menu approprié. Un service diffère d'un produit dans la mesure où il ne peut être stocké ou expédié. De plus, les attributs spécifiques aux produits tels que le poids, les dimensions et le code de marchandise ne sont pas disponibles pour les services.
19 Products and Services - Module Features Produits et services - Caractéristiques du module
20 Use the "Clone" button to create a similar product or service without having to re-enter all the information. Utilisez le bouton "Cloner" pour créer un produit ou un service similaire sans avoir à saisir à nouveau toutes les informations.
21 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. Utilisez l'onglet "Prix de vente" si le produit est "En vente" ou "Prix d'achat" si le produit est "En achat". Pour le prix de vente, vous pouvez configurer l'application pour avoir 1 prix de vente, 1 prix de vente par segment de clients, ou 1 prix de vente pour chaque client.
22 For buying price, you can define different prices for each supplier too. Pour le prix d'achat, vous pouvez également définir des prix différents pour chaque fournisseur.
23 If the module "Variant" is enabled, you can define variants like color and size for products like shirts. Si le module "Variante" est activé, vous pouvez définir des variantes telles que la couleur et la taille pour des produits comme les chemises.
24 You can also define a relative price or weight impact for the variant when compared to the price and weight of the main product. Vous pouvez également définir un prix relatif ou un impact de poids pour la variante par rapport au prix et au poids du produit principal.
25 "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. Le menu "Statistiques" donne une vue d'ensemble de la performance du produit ou du service en suivant les propositions, les commandes, les bons de commande, les factures et les contrats.
26 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. Vous pouvez créer des tags afin de regrouper des produits ou des services tels que la qualité, l'édition limitée, etc. En cliquant sur un tag, tous les produits ou services qui lui sont associés s'affichent.
27 Warehouses are locations where products are received at or stocked and shipped from. Les entrepôts sont des lieux où les produits sont reçus ou stockés et d'où ils sont expédiés.
28 Stock movements and mass stock transfer can also be tracked and recorded. Les mouvements de stock et les transferts de stock en masse peuvent également être suivis et enregistrés.
29 "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. La fonction "réapprovisionnement" liste tous les produits dont le stock est inférieur au stock souhaité. Choisissez un produit en cochant la case (ou tous) afin de créer les commandes d'achat pour combler la différence. Le processus complet de création de commande d'achat est présenté dans la vidéo correspondante sur les commandes d'achat.
30 You can also add and track shipments and deliveries for the products. Vous pouvez également ajouter et suivre les expéditions, livraisons et réceptions des produits.
31 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. De nombreuses autres fonctionnalités peuvent être activées depuis la configuration, par exemple si vous avez besoin de gérer des produits ou des kits virtuels. De plus, comme la plupart des autres modules de Dolibarr, vous pouvez ajouter vos propres champs personnalisés pour décrire votre produit, définir des valeurs par défaut ou des champs obligatoires et vous pouvez utiliser les modules Import ou Export pour importer ou exporter votre base de données de produits.
32 Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. Merci d'avoir regardé ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.


Translation in Spanish

SNO English Text Translation
1 Products and Services in Dolibarr Productos y Servicios en Dolibarr
2 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. Bienvenido a este video tutorial sobre el sistema ERP y CRM  Dolibarr. En este vídeo, veremos cómo utilizar el módulo Productos y Servicios de Dolibarr.
3 Prerequisites Requisitos previos
4 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. Activar el módulo Productos desde el menú Inicio - Configuración - Módulos. También necesitas activar el módulo Servicios. También puedes activar el módulo "Variantes de Productos" si necesitas definir variantes como el color y la talla para productos como las camisas.
5 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" Concede el permiso para los módulos de Productos y Servicios para tus usuarios. Para obtener información más avanzada sobre cómo configurar los permisos de los usuarios, puede ver nuestro video "Usuarios, Grupos y Permisos".
6 Creating a Product or Service Creación de un Producto o Servicio
7 Products are material goods that you stock and sell to your customers or buy from your suppliers. Los productos son bienes materiales que se almacenan y se venden a los clientes o se compran a los proveedores.
8 Services are offerings provided to customers that can be realized without stocking or shipment. Los servicios son ofertas a los clientes que pueden realizarse sin almacenamiento o envío.
9 Let's create a product. Provide a reference number and label for the product. Vamos a crear un producto. Ponga un número de referencia y una etiqueta para el producto.
10 Choose whether the product is for sale or purchase. Specify if you will be using lot or serial numbers. Selecciona si el producto está en venta o en compra. Especifica si utilizarás números de lote o de serie.
11 If you use barcodes, then choose a barcode type and enter the barcode. Si usas códigos de barras, elige un tipo de código de barras e introduce el código de barras.
12 Provide a description. Proporciona una descripción.
13 Choose a default warehouse where the product is usually stocked. Elige un almacén predeterminado en el que se almacene normalmente el producto.
14 Specify a stock limit if you want to be notified when the stock limit is reached. Defina un límite de existencias si desea que se le notifique cuando se alcance el límite de existencias.
15 Specify the desired quantity you want to get when doing automatic replenishment. Especifica la cantidad deseada que deseas obtener al hacer el reaprovisionamiento automático.
16 Input other aspects of your product such as weight and dimensions in the case of products. Introduce otros aspectos de tu producto como el peso y las dimensiones en el caso de los productos.
17 Set pricing and tax details. Finally, choose the appropriate accounting codes and click on "Create" to add the product. Establece los detalles de precios e impuestos. Finalmente, selecciona los códigos de contabilidad apropiados y haz clic en "Crear" para añadir el producto.
18 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. Del mismo modo, puedes crear un servicio desde el menú apropiado. Un servicio difiere de un producto en que no puede ser almacenado o enviado. Además, los atributos específicos de los productos, como el peso, las dimensiones y el código de producto, no están disponibles para los servicios.
19 Products and Services - Module Features Productos y servicios - Características del Módulo
20 Use the "Clone" button to create a similar product or service without having to re-enter all the information. Utiliza el botón "Clonar" para crear un producto o servicio similar sin tener que volver a introducir toda la información.
21 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. Utiliza la pestaña "Precios de venta" si el producto está "En venta" o "Precios de compra" si el producto está "En compra". Para el precio de venta, puedes configurar la aplicación para que tenga un precio de venta, un precio de venta para cada segmento de clientes o un precio de venta para cada cliente.
22 For buying price, you can define different prices for each supplier too. Para el precio de compra, también puedes definir diferentes precios para cada proveedor.
23 If the module "Variant" is enabled, you can define variants like color and size for products like shirts. Si el módulo "Variantes de Productos" está activado, puedes definir variantes como el color y la talla para productos como camisas.
24 You can also define a relative price or weight impact for the variant when compared to the price and weight of the main product. También puedes definir un precio relativo o impacto de peso para la variante cuando se compara con el precio y el peso del producto principal.
25 "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. "Estadísticas" ofrece una visión general del rendimiento del producto o servicio mediante el seguimiento de las propuestas, pedidos de venta, pedidos de compra, facturas y contratos.
26 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. Se pueden crear etiquetas para agrupar productos o servicios como calidad, edición limitada, etc. Al hacer clic en una etiqueta se mostrarán todos los productos o servicios asociados a ella.
27 Warehouses are locations where products are received at or stocked and shipped from. Los almacenes son lugares donde se reciben o almacenan los productos y desde donde se envían.
28 Stock movements and mass stock transfer can also be tracked and recorded. Los movimientos de existencias y el traslado masivo de existencias también pueden ser controlados y registrados.
29 "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. "Reabastecimiento" es una lista de todos los productos que tienen existencias inferiores a las deseadas. Selecciona un producto marcando la casilla de verificación para crear un pedido de compra que complete la diferencia. El proceso completo de creación de pedidos de compra se explica en el vídeo correspondiente sobre los pedidos de compra.
30 You can also add and track shipments and deliveries for the products. También puedes añadir y hacer un seguimiento de los envíos y entregas de los productos.
31 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. También hay muchas otras características que pueden ser activadas desde la configuración, como por ejemplo si necesitas gestionar productos o kits virtuales. Además, como la mayoría de los otros módulos de Dolibarr, es posible añadir tus propios campos personalizados para describir su producto, definir valores por defecto o campos obligatorios y puedes utilizar los módulos de importación o exportación para importar o exportar tu base de datos de productos.
32 Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. Gracias por ver este video tutorial. Visita www.dolibarr.org para obtener más información.