30,909
edits
Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes: Difference between revisions
Jump to navigation
Jump to search
m
Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes (view source)
Revision as of 20:31, 28 June 2020
, 6 years agono edit summary
(Full script has been added) |
mNo edit summary Tag: 2017 source edit |
||
| Line 32: | Line 32: | ||
|Choose validity, payment terms, payment type and source. | |Choose validity, payment terms, payment type and source. | ||
|- | |- | ||
|Set the availability delay, shipping method and delivery date. | |Set the availability delay, shipping method and delivery date. If the module Project is enabled, you can also set a project. | ||
|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
|- | |- | ||
| Line 42: | Line 42: | ||
|- | |- | ||
|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 the product or service name along with a description. Choose a tax slab if relevant. Enter the net cost, quantity and any applicable discount. | ||
You can add multiple items to the proposal. | |||
|Add a service offering to the proposal. | |Add a service offering to the proposal. | ||
|- | |- | ||
| | |Use the linked files section to add any attachments to the proposal. | ||
| | |Upload a file to the proposal. | ||
|- | |- | ||
|'''Validating and Sending the Proposal''' | |'''Validating and Sending the Proposal''' | ||
| Line 65: | Line 66: | ||
| | | | ||
|- | |- | ||
|Use the "Clone" button to create a similar proposal with all the details pre-filled. | |Use the "Clone" button to create a similar proposal with all the details pre-filled, for example to create another version of the proposal. | ||
|Show the Clone button. | |Show the Clone button. | ||
|- | |||
|Depending on your workflow, you can convert your proposal into an order or directly into an invoice. | |||
|Show "Create order" and "Create invoice" 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. | |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. | ||