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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 14:52, 23 August 2020
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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 has been sent to the vendor. | |Record that your purchase has been sent to the vendor. 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. Note that if you enabled the module Reception, an enhanced process is also available to follow your vendor deliveries. | |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. | ||
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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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|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. | ||