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Draft:Video Presentation (Dolibarr features) - Sale Orders: Difference between revisions
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Draft:Video Presentation (Dolibarr features) - Sale Orders (view source)
Revision as of 18:38, 23 June 2020
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|"Statistics" gives a bird eye view of how the orders are being fulfilled. Use the filters such as Company and Customer to view detailed statistics. | |"Statistics" gives a bird eye view of how the orders are being fulfilled. Use the filters such as Company and Customer to view detailed statistics. | ||
|Show the Statistics and fill in a filter. | |Show the Statistics and fill in a filter. | ||
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|At any page of the application, for example on the main dashboard, when the reference of a Sales Order is mentioned, you can also have an orange flag to alert you when at least one Sales Order is delayed. You can setup an offset that is the number of days before or after expiration date to decide when the visual "Late" alert must be shown. | |||
|Go on main My dashboard page to show the widget "Orders" to show a contract with the exclamation flag and put the mouse on the flag so the tooltip "Late" appears. | |||
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|There is also 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 Sales Orders, define default values or mandatory fields and you can use the export module to export your database of Sales Orders. | |There is also 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 Sales Orders, define default values or mandatory fields and you can use the export module to export your database of Sales Orders. | ||