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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 14:09, 22 August 2020
, 6 years agono edit summary
mNo edit summary Tag: 2017 source edit |
mNo edit summary Tag: 2017 source edit |
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|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
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|'''Validating and Sending the Purchase Order''' | |'''Validating, Approving and Sending the Purchase Order''' | ||
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|Once you are done, click on "Validate" to finalise the Purchase Order. | |Once you are done, click on "Validate" to finalise the Purchase Order. | ||
|Click on Validate. | |Click on Validate with an account that has no permission to approve purchase order (button must be 'Validate' and not 'Validate and approve') | ||
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|Now, the Purchase Order can be approved. Approval must be done by a user that has permission for Purchase order approval. Note that if user creating the purchase has permission to approve, the validation and approval will be in same step. | |||
|Click on Approve. | |||
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|Now, the Purchase Order is ready to be sent to your vendor. A default template is used for the generated PDF file. | |Now, the Purchase Order is ready to be sent to your vendor. A default template is used for the generated PDF file. | ||
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|Demo the flow for Classify Reception button. | |Demo the flow for Classify Reception button. | ||
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|The Contacts and Addresses tab can be used to define explicit contacts | |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 linked files tab and upload an attachment. | |Show the linked files tab and upload an attachment. | ||
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|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the purchase order, such as creation, update, | |The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the purchase order, such as creation, update, reception, etc. | ||
|Show the events tab. | |Show the events tab. | ||
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|Show the Clone button. | |Show the Clone button. | ||
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|You can create a | |You can create a reception or invoice from the purchase order by clicking on the appropriate buttons. Invoices are covered in detail in the video tutorial 'Vendor invoices'. | ||
|Show the appropriate buttons. Click on one of them to show the invoice creation screen. | |Show the appropriate buttons. Click on one of them to show the invoice creation screen. | ||
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|You must decide, based to your own internal workflow, the order of events according to which you make the | |You must decide, based to your own internal workflow, the order of events according to which you make the reception from the purchase order, you create and send the invoice, and you set the purchase order as billed. Like most other Dolibarr modules, the Dolibarr process can be customized to work according to how your existing company process works. So, you need not change your company process according to Dolibarr! | ||
|Show a purchase order being fulfilled. | |Show a purchase order being fulfilled. | ||
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|Go on main My dashboard page to show the widget "Orders" to show a PO 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 PO with the exclamation flag and put the mouse on the flag so the tooltip "Late" appears. | ||
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|There are also plenty of other features that can be enabled from the setup, for example, to generate an invoice automatically on purchase order validation or to set a Purchase order automatically to the paid status when an invoice is generated thanks to the Workflow module. | |There are also plenty of other features that can be enabled from the setup, for example, to generate an invoice automatically on purchase order validation or to set a Purchase order automatically to the paid status when an invoice is generated thanks to the Workflow module or to add a second approuver if amount is higher than a certain value. | ||
|Navigate to the module settings for Purchase Orders. | |Navigate to the module settings for Purchase Orders. | ||
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