Draft:Video Presentation (Dolibarr features) - Sale Orders: Difference between revisions

|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.

|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.

|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.

|Use the "linked files" section to add any file attachments to the Sales Order.

|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 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.

|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.

|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.

|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 thanks to the Workflow module. 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.