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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 12:14, 4 July 2020
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|Activate the module "Sales Orders" from menu Home - Setup - Modules. Note that you may be interested in enabling other modules that interact with the sales order module such as modules Proposals, Invoices etc, even if this is not required. | |Activate the module "Sales Orders" from menu Home - Setup - Modules. Note that you may be interested in enabling other modules that interact with the sales order module such as modules Proposals, Invoices, etc, even if this is not required. | ||
|Go on menu Home - Setup - Modules, scroll down and enable the Sales Orders module. Show that the modules Proposals and Invoices have also been enabled. | |Go on menu Home - Setup - Modules, scroll down and enable the Sales Orders module. Show that the modules Proposals and Invoices have also been enabled. | ||
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|A Sales Order is usually created from a commercial proposal that has been accepted by your customer. Navigate to the commercial proposal and click on the "Create Order" button which is available only for commercial proposals that have been validated and accepted. | |A Sales Order is usually created from a commercial proposal that has been accepted by your customer or from a contract. Navigate to the commercial proposal and click on the "Create Order" button which is available only for commercial proposals that have been validated and accepted. | ||
|Navigate to the commercial proposals list view. Choose a proposal. Click on the "Create Order" button. | |Navigate to the commercial proposals list view. Choose a proposal. Click on the "Create Order" button. | ||
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|In this case, the products or services defined in the proposal are copied into the Sales Order automatically. For more details on how to work with commercial proposals and quotes, refer to the video about Commercial Proposals and Quotes. | |In this case, the products or services defined in the proposal are copied into the Sales Order automatically. For more details on how to work with commercial proposals and quotes, refer to the video about Commercial Proposals and Quotes. | ||
|Highlight and show that the products have been copied over into the Sales Order. | |Highlight and show that the products have been copied over into the Sales Order. | ||
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|When a sale order is created from a proposal, like any other object created from another one in Dolibarr, the sale order and the commercial proposal remains linked each other so you can switch at any time from the order to the proposal by using the links visible in the section "Object linked". You can also make some links manually with any other object of the same third party. | |||
|Create a link manually. | |||
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|You can also create a Sales Order from scratch by clicking on "New Order" and entering all the details manually. | |You can also create a Sales Order from scratch by clicking on "New Order" and entering all the details manually. | ||
|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
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|Provide the customer reference. Choose the third party for whom you are creating the Sales Order. Choose the planned date of delivery, payment terms, payment type, availability delay, shipping method, channel, project | |Provide the customer reference. Choose the third party for whom you are creating the Sales Order. Choose the planned date of delivery, payment terms, payment type, availability delay, shipping method, acquisition channel, project. Add any public or private notes. Click the "create" button to create the Sales Order. | ||
|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
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|Show the list of Sales Orders. Show the various list views. Click on a Sales Order to open the detailed view. | |Show the list of Sales Orders. Show the various list views. Click on a Sales Order to open the detailed view. | ||
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|The Contacts and Addresses tab | |The Contacts and Addresses tab can be used to define explicit contacts (business entities or people) or the Sale Order, but this is optional. | ||
|Show the contacts tab. | |Show the contacts tab. | ||
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|Show the Clone button. | |Show the Clone button. | ||
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|You can create a contract, shipment or invoice from the sales order by clicking on the appropriate buttons. Contracts and Invoices are covered in detail in the relevant video tutorials of these modules. | |You can create a contract, shipment or invoice from the sales order by clicking on the appropriate buttons. Contracts and Invoices are covered in detail in the relevant video tutorials of these modules. | ||
|Show the appropriate buttons. Click on one of them to show the contract or invoice creation screen. | |Show the appropriate buttons. Click on one of them to show the contract or invoice creation screen. | ||
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|Note that invoice can also be a recurring invoice, for example for a Sales Order that need a monthly payments for 1 year, so an invoice will be generated automatically each month, 12 times. | |You decide, by your own internal workflow, in which order you make the shipment from the order, you make and send the invoice, you set the order as delivered. Like most Dolibarr modules, it is how your existing company process works that decides how the Dolibarr process must be used, and not the opposite. | ||
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|Note that generated invoice can also be a recurring invoice, for example for a Sales Order that need a monthly payments for 1 year, so an invoice will be generated automatically each month, 12 times. More information on invoicing process is covered by the Video on Invoice and Recurring invoices. | |||
|Show a recurring invoice. | |Show a recurring invoice. | ||
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|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 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 a 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. | |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, for example to generate invoice automatically on order validation or set Sale order as paid automatically when invoice is generated. 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. | ||
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