Draft:Video Presentation (Dolibarr features) - Revision history

Eldy at 09:25, 5 April 2021

2021-04-05T09:25:06Z

← Older revision		Revision as of 09:25, 5 April 2021
Line 2:		Line 2:
	{{Draft}}		{{Draft}}
	[[Category:Video]]		[[Category:Video]]

	This page is a description of project we are looking to have basic presentations of Dolibarr ERP-CRM.		This page is a description of project we are looking to have basic presentations of Dolibarr ERP-CRM.
	See also page [[Draft:Basic Presentation Video (Show room)]] for a video for show rooms.		See also page [[Draft:Basic Presentation Video (Show room)]] for a video for show rooms.

Eldy at 11:22, 7 July 2020

2020-07-07T11:22:20Z

← Older revision		Revision as of 11:22, 7 July 2020
Line 56:		Line 56:

	'''Story board for Tutorial 6 - Module Commercial Proposals, Quotes:''': [[Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes]]		'''Story board for Tutorial 6 - Module Commercial Proposals, Quotes:''': [[Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes]]



	~~Later ...~~

	'''Story board for Tutorial 7 - Module Sale Orders:''': [[Draft:Video Presentation (Dolibarr features) - Sale Orders]]		'''Story board for Tutorial 7 - Module Sale Orders:''': [[Draft:Video Presentation (Dolibarr features) - Sale Orders]]

Eldy at 11:22, 7 July 2020

2020-07-07T11:22:04Z

← Older revision		Revision as of 11:22, 7 July 2020
Line 63:		Line 63:
	'''Story board for Tutorial 7 - Module Sale Orders:''': [[Draft:Video Presentation (Dolibarr features) - Sale Orders]]		'''Story board for Tutorial 7 - Module Sale Orders:''': [[Draft:Video Presentation (Dolibarr features) - Sale Orders]]

	'''Story board for Tutorial 8 - Module ~~Contract~~:''': [[Draft:Video Presentation (Dolibarr features) - Contracts]]		'''Story board for Tutorial 8 - Module Contracts:''': [[Draft:Video Presentation (Dolibarr features) - Contracts]]

	'''Story board for Tutorial 9 - Module MRP (BOM and MO):''': [[Draft:Video Presentation (Dolibarr features) - MRP (BOM and MO)]]		'''Story board for Tutorial 9 - Module MRP (BOM and MO):''': [[Draft:Video Presentation (Dolibarr features) - MRP (BOM and MO)]]
Line 75:		Line 75:
	'''Story board for Tutorial 13 - Module TakePOS:''': [[Draft:Video Presentation (Dolibarr features) - TakePOS‎‎]]		'''Story board for Tutorial 13 - Module TakePOS:''': [[Draft:Video Presentation (Dolibarr features) - TakePOS‎‎]]

	'''Story board for Tutorial 14 - Module Project:''': [[Draft:Video Presentation (Dolibarr features) - ~~Projects‎‎~~]]		'''Story board for Tutorial 14 - Module Project:''': [[Draft:Video Presentation (Dolibarr features) - Project‎‎]]

			'''Story board for Tutorial 15 - Module Purchase Orders:''': [[Draft:Video Presentation (Dolibarr features) - Purchase Orders]]

			'''Story board for Tutorial 16 - Module Accounting:''': [[Draft:Video Presentation (Dolibarr features) - Accounting]]

			'''Story board for Tutorial 17 - Module Supplier invoices:''': [[Draft:Video Presentation (Dolibarr features) - Supplier invoices]]

			'''Story board for Tutorial 18 - Module Membership management:''': [[Draft:Video Presentation (Dolibarr features) - Membership management]]

Eldy at 20:59, 28 June 2020

2020-06-28T20:59:27Z

← Older revision		Revision as of 20:59, 28 June 2020
Line 65:		Line 65:
	'''Story board for Tutorial 8 - Module Contract:''': [[Draft:Video Presentation (Dolibarr features) - Contracts]]		'''Story board for Tutorial 8 - Module Contract:''': [[Draft:Video Presentation (Dolibarr features) - Contracts]]

	'''Story board for Module ~~Invoices~~ and ~~Payments~~:''': [[Draft:Video Presentation (Dolibarr features) - ~~Invoices~~ and ~~Payments~~]]		'''Story board for Tutorial 9 - Module MRP (BOM and MO):''': [[Draft:Video Presentation (Dolibarr features) - MRP (BOM and MO)]]

	'''Story board for Module ~~Recurring~~ Invoices:''': [[Draft:Video Presentation (Dolibarr features) - ~~Recurring invoices~~]]		'''Story board for Tutorial 10 - Module Invoices and Payments:''': [[Draft:Video Presentation (Dolibarr features) - Invoices and Payments]]

	'''Story board for Module ~~Stock~~:''': [[Draft:Video Presentation (Dolibarr features) - ~~Stock~~]]		'''Story board for Tutorial 11 - Module Recurring Invoices:''': [[Draft:Video Presentation (Dolibarr features) - Recurring invoices]]

	'''Story board for Module ~~MRP (BOM and MO)~~:''': [[Draft:Video Presentation (Dolibarr features) - ~~MRP (BOM and MO)~~]]		'''Story board for Tutorial 12 - Module Stock:''': [[Draft:Video Presentation (Dolibarr features) - Stock]]

	'''Story board for Module Project:''': [[Draft:Video Presentation (Dolibarr features) - Projects‎‎]]		'''Story board for Tutorial 13 - Module TakePOS:''': [[Draft:Video Presentation (Dolibarr features) - TakePOS‎‎]]

			'''Story board for Tutorial 14 - Module Project:''': [[Draft:Video Presentation (Dolibarr features) - Projects‎‎]]

Eldy at 11:22, 7 June 2020

2020-06-07T11:22:33Z

← Older revision		Revision as of 11:22, 7 June 2020
Line 40:		Line 40:

	Some resources for images/logo are available here:		Some resources for images/logo are available here:
	* https://github.com/Dolibarr/dolibarr-foundation/blob/develop/logo-cliparts/~~dolibarr_124x124_color~~.svg		* https://github.com/Dolibarr/dolibarr-foundation/blob/develop/logo-cliparts/dolibarr_256x256_color.svg
	* https://github.com/Dolibarr/dolibarr-foundation/blob/develop/logo-cliparts/dolibarr_logo.svg		* https://github.com/Dolibarr/dolibarr-foundation/blob/develop/logo-cliparts/dolibarr_logo.svg
	* https://github.com/Dolibarr/dolibarr-foundation/blob/develop/logo-cliparts/~~dolibarr_124x124_white~~.svg		* https://github.com/Dolibarr/dolibarr-foundation/blob/develop/logo-cliparts/dolibarr_256x256_white.svg

Eldy at 11:21, 7 June 2020

2020-06-07T11:21:55Z

@@ Line 45: / Line 45: @@
-'''Story board for Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]
+'''Story board for Tutorial 1 - Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]
-'''Story board for Module Expense Reports:''': [[Draft:Video Presentation (Dolibarr features) - Expense Reports]]
+'''Story board for Tutorial 2 - Module Expense Reports:''': [[Draft:Video Presentation (Dolibarr features) - Expense Reports]]
-'''Story board for Module Leaves:''': [[Draft:Video Presentation (Dolibarr features) - Leaves]]
+'''Story board for Tutorial 3 - Module Leaves:''': [[Draft:Video Presentation (Dolibarr features) - Leaves]]
 '''Story board for Module Project:''': [[Draft:Video Presentation (Dolibarr features) - Projects‎‎]]

Eldy at 23:45, 28 March 2020

2020-03-28T23:45:26Z

← Older revision		Revision as of 23:45, 28 March 2020
Line 49:		Line 49:
	'''Story board for Module Expense Reports:''': [[Draft:Video Presentation (Dolibarr features) - Expense Reports]]		'''Story board for Module Expense Reports:''': [[Draft:Video Presentation (Dolibarr features) - Expense Reports]]

	'''Story board for Module Leaves:''': [[Draft:Video Presentation (Dolibarr features) - ~~Leave~~]]		'''Story board for Module Leaves:''': [[Draft:Video Presentation (Dolibarr features) - Leaves]]

	'''Story board for Module Project:''': [[Draft:Video Presentation (Dolibarr features) - Projects‎‎]]		'''Story board for Module Project:''': [[Draft:Video Presentation (Dolibarr features) - Projects‎‎]]

Eldy at 17:22, 28 March 2020

2020-03-28T17:22:25Z

← Older revision		Revision as of 17:22, 28 March 2020
Line 46:		Line 46:

	'''Story board for Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]		'''Story board for Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]

			'''Story board for Module Expense Reports:''': [[Draft:Video Presentation (Dolibarr features) - Expense Reports]]

			'''Story board for Module Leaves:''': [[Draft:Video Presentation (Dolibarr features) - Leave]]

			'''Story board for Module Project:''': [[Draft:Video Presentation (Dolibarr features) - Projects‎‎]]

Eldy at 11:24, 26 March 2020

2020-03-26T11:24:46Z

← Older revision		Revision as of 11:24, 26 March 2020
Line 46:		Line 46:

	'''Story board for Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]		'''Story board for Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]
	~~More to come...~~

Eldy at 11:24, 26 March 2020

2020-03-26T11:24:33Z

← Older revision		Revision as of 11:24, 26 March 2020
Line 45:		Line 45:


	'''Story board for Module User and Groups:'''		'''Story board for Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]
			More to come...
	~~'''Video Title~~:~~''' Users and Groups~~
	~~<br />~~
	~~{\| class="wikitable"~~
	~~\|'''Voice Over'''~~
	~~\|'''Visuals in the~~ Video~~'''~~
	\|-
	~~\|Welcome to this video tutorial about the~~ Dolibarr ~~ERP and CRM system. In this video, we will look at how to work with the Users, Groups and Permissions module.~~
	~~\|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom.~~
	\|-
	\|The "Users and Groups" module allows you to create and manage users on the Dolibarr system. In most cases, it would be the employees but it can also be external user account for your bookkeeper or other partners. Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on other applications you enabled. Let's see the common features.
	~~\|Show the "Users and Groups" module and click on the various menu options to show the screens.~~
	\|-
	~~\|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.~~
	~~\|Show the login screen.~~
	\|-
	~~\| colspan="2" \|Title Slide: Employer or Administrator~~
	\|-
	~~\|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.~~
	~~\|Show login with admin account.~~
	\|-
	~~\|Click on the '~~Users and Groups~~' menu to access the user module. Click on 'List of Users' to review the list of existing employees or users.~~
	~~\|Click the appropriate menu items and show the screens.~~
	\|-
	~~\|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.~~
	~~\|Show the hierarchy view. Click on the “+” buttons to expand and show the nested hierarchy.~~
	\|-
	~~\| colspan="2" \|Title Slide: Creating an Employee or User~~
	\|-
	\|Click on 'New User' to add a new employee – an internal user in your organisation - to the system. Fill out the required fields. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours.
	~~\|Show the user creation process, choosing of supervisor, and filling in of the job details.~~
	~~Show also how to fill optionally bank information of the employee.~~
	\|-
	~~\| colspan="2" \|Title slide: Access Control & Permissions~~
	\|-
	\|Note that administrators are able to configure access control permissions for modules and module actions. For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. This also applies to all other modules in the Dolibarr system.
	~~\|As an administrator, show the permissions for these two modules after navigating to Permissions under the user card.~~
	~~TODO Add section to show how to create a "Group of permission", set some permission and assign a user to the group~~
	\|-
	~~\| colspan="2" \|Title Slide: Employee applying for Leave~~
	\|-
	~~\|Once created and permissions defined, the employee can login to the system, and depending on permissions granted to him, can edit or not its information.~~
	~~\|Show the newly created user logging in.~~
	~~Show how user can set its own email signature.~~
	\|-
	~~\|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.~~
	~~\|Click the menu and highlight the leave balance.~~
	\|-
	~~\|Click on “New” to apply for leave. Fill in the appropriate fields and click on “Create Leave Request”.~~
	~~\|Show applying for leave.~~
	\|-
	~~\|The appropriate supervisor as per the hierarchy will now be able to login and approve or reject the leave request.~~
	~~\|Show the supervisor being able to approve or reject the leave application.~~
	\|-
	~~\|The “Monthly statement” gives a statistical view of the leave taken by employees in any given month.~~
	~~\|Show the monthly report.~~
	\|-
	~~\|Change logs capture and provide details of any changes made to the leave balance of any employee.~~
	~~\|Show change logs.~~
	\|-
	~~\| colspan="2" \|Title slide: Expense Reports~~
	\|-
	~~\|If the module Expense reports has been enabled, Expense reports can be created from the respected menu. Expense reports thus created can be approved or rejected by the appropriate supervisor~~
	~~\|Show an expense report being created by the employee.~~
	\|-
	~~\|The list of expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.~~
	~~\|Show the list view based on each status.~~
	\|-
	~~\|Statistics gives a graphical birds eye view of the expense reports pertaining~~ to ~~an employee~~.
	~~\|Show the statistics~~.
	\|-
	~~\| colspan="2" \|Title slide: Timesheets~~
	\|-
	~~\|If the module "Project and timesheets" has been enabled, Timesheets can be entered from the “Time Spent” menu~~.
	~~\|Click the menu.~~
	\|-
	~~\|If you are an employee, assign a particular task to yourself if your supervisor hasn't already assigned it to you.~~
	~~\|Show assigning a task to self.~~
	\|-
	~~\|Once a task is assigned, you will be able to enter hours for the task on a monthly, weekly or daily basis.~~
	~~\|Click on the appropriate tab menus such as “Input per month” etc.~~
	\|-
	~~\|Here's how you can fill out the hours spent for this task on a daily basis.~~
	~~\|Fill in the hours on a daily basis.~~
	\|-
	~~\|And here's how you would fill in the hours on a weekly basis.~~
	~~\|Fill in the hours on a weekly basis.~~
	\|-
	~~\|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.~~
	~~\|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom.~~
	\|}
	~~<br />~~

← Older revision		Revision as of 11:24, 26 March 2020
Line 45:		Line 45:


	'''Story board for Module User and Groups:'''		'''Story board for Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]
			More to come...
	~~'''Video Title~~:~~''' Users and Groups~~
	~~<br />~~
	~~{\| class="wikitable"~~
	~~\|'''Voice Over'''~~
	~~\|'''Visuals in the~~ Video~~'''~~
	\|-
	~~\|Welcome to this video tutorial about the~~ Dolibarr ~~ERP and CRM system. In this video, we will look at how to work with the Users, Groups and Permissions module.~~
	~~\|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom.~~
	\|-
	\|The "Users and Groups" module allows you to create and manage users on the Dolibarr system. In most cases, it would be the employees but it can also be external user account for your bookkeeper or other partners. Your employees can also login to the system and manage their account, activity and holidays and a lot of other things depending on other applications you enabled. Let's see the common features.
	~~\|Show the "Users and Groups" module and click on the various menu options to show the screens.~~
	\|-
	~~\|There are two user flows to the "Users and Groups" module – one as the employer or administrator and the other as the employee or external user.~~
	~~\|Show the login screen.~~
	\|-
	~~\| colspan="2" \|Title Slide: Employer or Administrator~~
	\|-
	~~\|Let us first look at the administrator or employer user flow. Login with an account that has administrator access.~~
	~~\|Show login with admin account.~~
	\|-
	~~\|Click on the '~~Users and Groups~~' menu to access the user module. Click on 'List of Users' to review the list of existing employees or users.~~
	~~\|Click the appropriate menu items and show the screens.~~
	\|-
	~~\|The “Hierarchical View” gives a birds eye view of the employee hierarchy in the organisation.~~
	~~\|Show the hierarchy view. Click on the “+” buttons to expand and show the nested hierarchy.~~
	\|-
	~~\| colspan="2" \|Title Slide: Creating an Employee or User~~
	\|-
	\|Click on 'New User' to add a new employee – an internal user in your organisation - to the system. Fill out the required fields. You can choose whether the user is an employee and also pick a supervisor to set the hierarchy for managing the user's leave requests and expense reports. Fill in additional job details such as remuneration and weekly work hours.
	~~\|Show the user creation process, choosing of supervisor, and filling in of the job details.~~
	~~Show also how to fill optionally bank information of the employee.~~
	\|-
	~~\| colspan="2" \|Title slide: Access Control & Permissions~~
	\|-
	\|Note that administrators are able to configure access control permissions for modules and module actions. For example, here are the list of actions available for access configuration with respect to the Expense Reports and Leave Request Management modules. This also applies to all other modules in the Dolibarr system.
	~~\|As an administrator, show the permissions for these two modules after navigating to Permissions under the user card.~~
	~~TODO Add section to show how to create a "Group of permission", set some permission and assign a user to the group~~
	\|-
	~~\| colspan="2" \|Title Slide: Employee applying for Leave~~
	\|-
	~~\|Once created and permissions defined, the employee can login to the system, and depending on permissions granted to him, can edit or not its information.~~
	~~\|Show the newly created user logging in.~~
	~~Show how user can set its own email signature.~~
	\|-
	~~\|If the application "Leave" has been enabled, you can click on the HRM tab menu to view the leave balance.~~
	~~\|Click the menu and highlight the leave balance.~~
	\|-
	~~\|Click on “New” to apply for leave. Fill in the appropriate fields and click on “Create Leave Request”.~~
	~~\|Show applying for leave.~~
	\|-
	~~\|The appropriate supervisor as per the hierarchy will now be able to login and approve or reject the leave request.~~
	~~\|Show the supervisor being able to approve or reject the leave application.~~
	\|-
	~~\|The “Monthly statement” gives a statistical view of the leave taken by employees in any given month.~~
	~~\|Show the monthly report.~~
	\|-
	~~\|Change logs capture and provide details of any changes made to the leave balance of any employee.~~
	~~\|Show change logs.~~
	\|-
	~~\| colspan="2" \|Title slide: Expense Reports~~
	\|-
	~~\|If the module Expense reports has been enabled, Expense reports can be created from the respected menu. Expense reports thus created can be approved or rejected by the appropriate supervisor~~
	~~\|Show an expense report being created by the employee.~~
	\|-
	~~\|The list of expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.~~
	~~\|Show the list view based on each status.~~
	\|-
	~~\|Statistics gives a graphical birds eye view of the expense reports pertaining~~ to ~~an employee~~.
	~~\|Show the statistics~~.
	\|-
	~~\| colspan="2" \|Title slide: Timesheets~~
	\|-
	~~\|If the module "Project and timesheets" has been enabled, Timesheets can be entered from the “Time Spent” menu~~.
	~~\|Click the menu.~~
	\|-
	~~\|If you are an employee, assign a particular task to yourself if your supervisor hasn't already assigned it to you.~~
	~~\|Show assigning a task to self.~~
	\|-
	~~\|Once a task is assigned, you will be able to enter hours for the task on a monthly, weekly or daily basis.~~
	~~\|Click on the appropriate tab menus such as “Input per month” etc.~~
	\|-
	~~\|Here's how you can fill out the hours spent for this task on a daily basis.~~
	~~\|Fill in the hours on a daily basis.~~
	\|-
	~~\|And here's how you would fill in the hours on a weekly basis.~~
	~~\|Fill in the hours on a weekly basis.~~
	\|-
	~~\|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.~~
	~~\|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom.~~
	\|}
	~~<br />~~