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Draft:Video Presentation (Dolibarr features) - Contracts: Difference between revisions
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Draft:Video Presentation (Dolibarr features) - Contracts (view source)
Revision as of 18:47, 23 June 2020
, 6 years agoLanguage changes
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|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
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|You can now start adding the actual service and pricing information to your contract. Add the service name or choose from one of your pre-defined services. Choose a tax slab if relevant. Enter the net cost, quantity and any applicable discount. You can add multiple services to the contract. Note that the goal of contract is above all to follow if a service is active or expired to renew | |You can now start adding the actual service and pricing information to your contract. Add the service name or choose from one of your pre-defined services. Choose a tax slab if relevant. Enter the net cost, quantity and any applicable discount. You can add multiple services to the contract. Note that the goal of the contract is above all to follow if a service is active or expired and to renew the service, so the price is not mandatory. But if it is already defined in the contract, it will save you time if you request payment at a later time for your contract. | ||
|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
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|You can create an invoice or sales order from the contract by clicking on the appropriate buttons. Invoices and Sales Orders are covered in detail in the relevant video tutorials of these modules. | |You can create an invoice or sales order from the contract by clicking on the appropriate buttons. Invoices and Sales Orders are covered in detail in the relevant video tutorials of these modules. | ||
Note that invoice can also be a recurring invoice, for example for a yearly contract that | Note that an invoice can also be a recurring invoice, for example, for a yearly contract that needs monthly payments, so an invoice will be generated automatically each month, 12 times. | ||
|Show the appropriate buttons. Click on one of them to show the invoice or sales order creation screen. | |Show the appropriate buttons. Click on one of them to show the invoice or sales order creation screen. | ||
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|Services that are part of your contract are in the inactive, running, expired or closed state. Click the appropriate buttons to activate or close all the services that are part of the contract. | |Services that are part of your contract are in the inactive, running, expired or closed state. Click the appropriate buttons to activate or close all the services that are part of the contract. | ||
To renew a service of a contract, just update the end date of service. | To renew a service of a contract, just update the end date of the service. | ||
|Show the appropriate buttons. Click them to show the popups. | |Show the appropriate buttons. Click them to show the popups. Show updating the end date. | ||
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|Click on the "Services" list view to view the list of services associated with your contracts. You can view the list of services based on their current status such as inactive, running, expired and closed. | |Click on the "Services" list view to view the list of services associated with your contracts. You can view the list of services based on their current status such as inactive, running, expired and closed. | ||
|Show the list views. | |Show the list views. | ||
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| | |In any page of the application, for example, on the main dashboard, when the reference of a contract is mentioned, you can also have an orange flag to alert you when at least one service has expired. You can setup an offset that is the number of days before or after the expiration date to decide when the visual "Late" alert must be shown. | ||
|Go on main My dashboard page to show the widget "Latest 5 contracted products" or "Latest 5 modified contract" to show a contract with the exclamation flag and put the mouse on the flag so the tooltip "Late" appears. | |Go on main My dashboard page to show the widget "Latest 5 contracted products" or "Latest 5 modified contract" to show a contract with the exclamation flag and put the mouse on the flag so the tooltip "Late" appears. | ||
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