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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 14:15, 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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|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 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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|Record that your purchase hase been sent to the vendor. | |||
|Click on "Make order", choose the method and Save. | |||
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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. | |||
Note that if you enabled the module Reception, an enhanced process is also available to follow your vendor deliveries. | |||
|Demo the flow for Classify Reception button. | |||
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|'''Purchase Orders - Module Features''' | |'''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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|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. | |You can make an sale 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. | |Perform the actions as in the voice over. | ||
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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. | ||