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Draft:Video Presentation (Dolibarr features) - Purchase Orders: Difference between revisions
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Draft:Video Presentation (Dolibarr features) - Purchase Orders (view source)
Revision as of 15:27, 20 July 2020
, 6 years agoCorrected spell errors
(Added EN Storyboard for Purchase Order) |
m (Corrected spell errors) |
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|Highlight and show that the products have been copied over into the Purchase Order. | |Highlight and show that the products have been copied over into the Purchase Order. | ||
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|When a purchase order is created from a vendor proposal, like any other object created from another one in Dolibarr, the purchase order and the vendor proposal remain linked with each other. You can switch at any time from the | |When a purchase order is created from a vendor proposal, like any other object created from another one in Dolibarr, the purchase order and the vendor proposal remain linked with each other. You can switch at any time from the Purchase order to the vendor proposal by using the links visible in the section "Related Objects". | ||
|Show the automatically generated link under "Related Objects". | |Show the automatically generated link under "Related Objects". | ||
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|Show the PDF file. | |Show the PDF file. | ||
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|Click on the "Send Email" button. You can now fill in the receiver details. All other details in the | |Click on the "Send Email" button. You can now fill in the receiver details. All other details in the Purchase Order are automatically included. | ||
|Click on Send Email and fill in the receiver details. Show the email being sent. | |Click on Send Email and fill in the receiver details. Show the email being sent. | ||
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|''' | |'''Purchase Orders - Module Features''' | ||
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|Show the list of POs. Show the various list views. Click on a PO to open the detailed view. | |Show the list of POs. Show the various list views. Click on a PO to open the detailed view. | ||
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|The Contacts and Addresses tab can be used to define explicit contacts - either business entities or people - to the | |The Contacts and Addresses tab can be used to define explicit contacts - either business entities or people - to the Purchase Order, but this is optional. | ||
|Show the contacts tab. Add a contact. | |Show the contacts tab. Add a contact. | ||
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|Show the tab. | |Show the tab. | ||
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|Use the "Linked files" section to add any file attachments to the | |Use the "Linked files" section to add any file attachments to the Purchase Order. | ||
|Show the linked files tab and upload an attachment. | |Show the linked files tab and upload an attachment. | ||
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|Show a recurring invoice. | |Show a recurring invoice. | ||
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|"Statistics" gives a bird eye view of how the | |"Statistics" gives a bird eye view of how the purchase orders are being fulfilled. Use the filters such as Company and Vendor to view detailed statistics. | ||
|Show the Statistics and fill in a filter. | |Show the Statistics and fill in a filter. | ||
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