72
edits
Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes: Difference between revisions
Jump to navigation
Jump to search
Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes (view source)
Revision as of 07:19, 13 June 2020
, 6 years agoFull script has been added
(Created page with "{{TemplateAssoEn}} {{Draft}} Category:Video '''Story board for Module Commercial Proposals:''' '''Video Title:''' Commercial Proposals, Quotes in Dolibarr {| class="wiki...") Tag: 2017 source edit |
(Full script has been added) |
||
| Line 16: | Line 16: | ||
| | | | ||
|- | |- | ||
|Activate the module | |Activate the module "Proposals" from menu Home - Setup - Modules. You can also enable the "Vendor Commercial Proposals" module if you are going to deal with proposals for vendors. | ||
|Go on menu Home - Setup - Modules, scroll to | |Go on menu Home - Setup - Modules, scroll to CRM and enable the Proposals module and show you can switch on/off the module. Enable also the "Vendor Commercial Proposals" module. | ||
|- | |- | ||
|- | |||
|Grant permission on the Proposals module 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 Commercial Proposal''' | |||
| | |||
|- | |||
|Let's create a new commercial proposal. Choose the customer you are creating the proposal for. | |||
|Click on New Proposal. Choose the customer. | |||
|- | |||
|Choose the validity in number of days. Choose the payment terms, payment type and source. | |||
|Choose validity, payment terms, payment type and source. | |||
|- | |||
|Set the availability delay, shipping method and delivery date. Choose the project and currency. | |||
|Perform the actions as in the voice over. | |||
|- | |||
|Provide any notes that will be visible in the proposal, as well as any private notes that will by visible only to you. | |||
|Add notes. | |||
|- | |||
|Once created, the proposal is in the draft status. You can now start adding the actual product and pricing information to it. | |||
|Click create. | |||
|- | |||
|Add the product or service name along with a description. Choose a tax slab if relevant. Enter the net cost, quantity and any applicable discount. | |||
|Add a service offering to the proposal. | |||
|- | |||
|You can add multiple items to the proposal. Use the linked files section to add any attachments to the proposal. | |||
|Add another product or service to the proposal. | |||
|- | |||
|'''Validating and Sending the Proposal''' | |||
| | |||
|- | |||
|Once you are done, click on "Validate" to finalise the proposal and move it to the "Open" status. | |||
|Click on Validate. | |||
|- | |||
|Now, the proposal is ready to be sent to your customer or vendor. Click on the "Send Email" button. You can now fill in the receiver details. All other details in the proposal are automatically included. | |||
|Click on Send Email and fill in the receiver details. | |||
|- | |||
|Click on "Send Email" to send the proposal. | |||
|Show the email being sent. | |||
|- | |||
|Based on the response received from your customer or vendor, you can set the proposal to the "Accepted" or "Refused" status. | |||
|Show updating the status of the proposal. | |||
|- | |||
|'''Commercial Proposal - Module Features''' | |||
| | |||
|- | |||
|Use the "Clone" button to create a similar proposal with all the details pre-filled. | |||
|Show the Clone button. | |||
|- | |||
|Statistics gives a birds eye view of all the commercial proposals sent to your customers and vendors. Use the filters available to get more detailed statistics. | |||
|Show statistics. Demo the filters. | |||
|- | |||
|With the list views, you can view proposals based on their status such as Draft, Open, Accepted or Signed (which needs billing), Rejected or Not signed, and Billed. | |||
|Show the list views | |||
|- | |- | ||
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | |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). | |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). | ||
|} | |} | ||