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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 15:36, 20 July 2020
, 6 years agoAdded some more features
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|You can use the list view to view the list of Purchase Orders. The list is categorized based on the status of the Purchase Orders such as Draft, Validated, Approved, Ordered, Partially Received, All products received, Canceled and Refused. | |You can use the list view to view the list of Purchase Orders. The list is categorized based on the status of the Purchase Orders such as Draft, Validated, Approved, Ordered, Partially Received, All products received, Canceled and Refused. | ||
|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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|You can make an order from a purchase order. Click on the appropriate button, fill in the order date, order method and enter any comments to change the purchase order to the "Ordered" status. | |||
|Perform the actions as in the voice over. | |||
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|For recording receivables, use the appropriate button and provide the delivery date, the relevant delivery status and any comments to change the status of delivery corresponding to the purchase order. | |||
|Demo the flow for Classify Reception button. | |||
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|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. | |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. | ||