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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 14:49, 22 August 2020
, 6 years agoLanguage Changes
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|Click on Validate with an account that has no permission to approve purchase order (button must be 'Validate' and not 'Validate and approve') | |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 | |Now, the Purchase Order can be approved. Approval must be done by a user with the permission for Purchase order approval. Note that if the user creating the purchase order has the permission to approve, the validation and approval will be in the same step. | ||
|Click on Approve. | |Click on Approve. | ||
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|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 | |Record that your purchase has been sent to the vendor. | ||
|Click on "Make order", choose the method and Save. | |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. | |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. | ||
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. | |Demo the flow for Classify Reception button. | ||
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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 | |You can make a 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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|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 or to add a second | |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 approver if the 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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