Draft:Video Presentation (Dolibarr features) - Contracts - Revision history

Eldy at 23:54, 12 June 2023

2023-06-12T23:54:16Z

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Eldy at 09:40, 5 April 2021

2021-04-05T09:40:38Z

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Eldy at 09:40, 5 April 2021

2021-04-05T09:40:12Z

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Guenter.Lukas at 21:41, 15 March 2021

2021-03-15T21:41:09Z

← Older revision		Revision as of 21:41, 15 March 2021
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	'''Story board for Module Contracts / Subscriptions:'''		'''Story board for Module Contracts / Subscriptions:'''

	=== ENGLISH ===		===ENGLISH===

	'''Video Title:''' Contracts, Subscriptions in Dolibarr		'''Video Title:''' Contracts, Subscriptions in Dolibarr
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	\|}		\|}

	=== GERMAN TRANSLATION ===		===GERMAN TRANSLATION===

	'''Translated Video Title: Laufende Verträge und Abonnements in Dolibarr'''		'''Translated Video Title: Laufende Verträge und Abonnements in Dolibarr'''
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	\|Grant permission on the "Contracts and Subscriptions" module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"		\|Grant permission on the "Contracts and Subscriptions" module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"
	\|		\|

	Gewähren Sie Ihren Benutzern die Berechtigung für das Modul "Verträge und Abonnements". Weitere Informationen zum Konfigurieren von Benutzerberechtigunge finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".		Gewähren Sie Ihren Benutzern die Berechtigung für das Modul "Verträge und Abonnements". Weitere Informationen zum Konfigurieren von Benutzerberechtigunge finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".
	\|-		\|-
	\|'''5'''		\|'''5'''
	\|'''Creating a Contract'''		\|'''Creating a Contract'''
	\|		\|

	'''Erstellen eines Vertrags'''		'''Erstellen eines Vertrags'''
	\|-		\|-
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	\|Provide the customer or vendor reference. Choose the third party for whom you are creating the contract. Choose the sales representatives who will follow up on the contract and sign the contract. Choose the contract date and project. Enter notes, both public and private. Click the "create" button to create the contract.		\|Provide the customer or vendor reference. Choose the third party for whom you are creating the contract. Choose the sales representatives who will follow up on the contract and sign the contract. Choose the contract date and project. Enter notes, both public and private. Click the "create" button to create the contract.
	\|		\|
	Geben Sie die Referenz des Kunden- oder Lieferantenvertrags an. Wählen Sie den ~~Partner~~ aus, für den Sie den Vertrag erstellen möchten. Wählen Sie die möglichen Außendienstmitarbeiter aus, die sich an den Vertrag halten und ihn unterschreiben werden. Wählen Sie das Vertragsdatum und das Projekt. Sie können auch Notizen eingeben, entweder öffentlich (möglicherweise vom Kunden/Lieferanten gesehen) oder privat. Klicken Sie auf die Schaltfläche "Erstellen", um den Vertrag anzulegen.		Geben Sie die Referenz des Kunden- oder Lieferantenvertrags an. Wählen Sie den Geschäftspartner aus, für den Sie den Vertrag erstellen möchten. Wählen Sie die möglichen Außendienstmitarbeiter aus, die sich an den Vertrag halten und ihn unterschreiben werden. Wählen Sie das Vertragsdatum und das Projekt. Sie können auch Notizen eingeben, entweder öffentlich (möglicherweise vom Kunden/Lieferanten gesehen) oder privat. Klicken Sie auf die Schaltfläche "Erstellen", um den Vertrag anzulegen.
	\|-		\|-
	\|10		\|10
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	\|'''11'''		\|'''11'''
	\|'''Validating and Sending the Contract'''		\|'''Validating and Sending the Contract'''
	\|		\|

	'''Bestätigen und Versenden des Vertrags'''		'''Bestätigen und Versenden des Vertrags'''
	\|-		\|-
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	\|'''14'''		\|'''14'''
	\|'''Contracts - Module Features'''		\|'''Contracts - Module Features'''
	\|		\|

	'''Verträge - Modulfunktionen'''		'''Verträge - Modulfunktionen'''
	\|-		\|-
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	Im Register "Kontakte und Adressen" können Sie auf alle ~~expliziten~~ Kontakte zugreifen, die den Vertrag betreffen.		Im Register "Kontakte und Adressen" können Sie auf alle Kontakte zugreifen, die den Vertrag betreffen.
	\|-		\|-
	\|17		\|17
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	Verwenden Sie die Schaltfläche "~~Klonen~~", um einen ähnlichen Vertrag mit allen identisch vorausgefüllten Details zu generieren.		Verwenden Sie die Schaltfläche "Duplizieren", um einen ähnlichen Vertrag mit allen identisch vorausgefüllten Details zu generieren.
	\|-		\|-
	\|20		\|20
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	=== FRENCH TRANSLATION ===		===FRENCH TRANSLATION===

	'''Video Title in English:''' Contracts & Subscriptions in Dolibarr		'''Video Title in English:''' Contracts & Subscriptions in Dolibarr
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	\|'''5'''		\|'''5'''
	\|'''Creating a Contract'''		\|'''Creating a Contract'''
	\|		\|

	'''Création d'un contrat'''		'''Création d'un contrat'''
	\|-		\|-
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	\|'''11'''		\|'''11'''
	\|'''Validating and Sending the Contract'''		\|'''Validating and Sending the Contract'''
	\|		\|

	'''Validation et envoi du contrat'''		'''Validation et envoi du contrat'''
	\|-		\|-
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	\|'''14'''		\|'''14'''
	\|'''Contracts - Module Features'''		\|'''Contracts - Module Features'''
	\|		\|

	'''Contrats - Fonctions du module'''		'''Contrats - Fonctions du module'''
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	\|You can create an invoice or sales order from the contract by clicking on the appropriate buttons. Invoices and Sales Orders are covered in detail in the relevant video tutorials of these modules.Note that an invoice can also be a recurring invoice, for example, for a yearly contract that needs monthly payments, so an invoice will be generated automatically each month, 12 times.		\|You can create an invoice or sales order from the contract by clicking on the appropriate buttons. Invoices and Sales Orders are covered in detail in the relevant video tutorials of these modules.Note that an invoice can also be a recurring invoice, for example, for a yearly contract that needs monthly payments, so an invoice will be generated automatically each month, 12 times.
	\|		\|

	Vous pouvez créer une facture ou une commande à partir du contrat en cliquant sur les boutons qui conviennent. Il faut savoir qu'une facture peut également être une facture récurrente, par exemple, pour un contrat annuel nécessitant des paiements mensuels, de sorte qu'une facture sera générée automatiquement chaque mois, 12 fois.		Vous pouvez créer une facture ou une commande à partir du contrat en cliquant sur les boutons qui conviennent. Il faut savoir qu'une facture peut également être une facture récurrente, par exemple, pour un contrat annuel nécessitant des paiements mensuels, de sorte qu'une facture sera générée automatiquement chaque mois, 12 fois.
	\|-		\|-
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	\|}		\|}

	=== SPANISH TRANSLATION ===		===SPANISH TRANSLATION===

	'''Video Title in English:''' Contracts & Subscriptions in Dolibarr		'''Video Title in English:''' Contracts & Subscriptions in Dolibarr

Gschratzer at 10:49, 10 March 2021

2021-03-10T10:49:09Z

Show changes

Eldy: /* FRENCH TRANSLATION */

2021-01-09T14:47:02Z

FRENCH TRANSLATION

Show changes

Eldy at 22:57, 2 January 2021

2021-01-02T22:57:17Z

← Older revision		Revision as of 22:57, 2 January 2021
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	'''Story board for Module Contracts / Subscriptions:'''		'''Story board for Module Contracts / Subscriptions:'''

			=== ENGLISH ===

	'''Video Title:''' Contracts, Subscriptions in Dolibarr		'''Video Title:''' Contracts, Subscriptions in Dolibarr
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	\|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).		\|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).
	\|}		\|}
	~~'''FRENCH TRANSLATION'''~~

			=== FRENCH TRANSLATION ===

	'''Video Title in English:''' Contracts & Subscriptions in Dolibarr		'''Video Title in English:''' Contracts & Subscriptions in Dolibarr

	'''Translated Video Title: ??'''		'''Translated Video Title: Contrats et abonnements récurrents dans Dolibarr'''

	{\| class="wikitable"		{\| class="wikitable"
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	~~'''~~SPANISH TRANSLATION~~'''~~		=== SPANISH TRANSLATION ===


	'''Video Title in English:''' Contracts & Subscriptions in Dolibarr		'''Video Title in English:''' Contracts & Subscriptions in Dolibarr

Pradeepv: Added FR and ES translations

2020-12-28T17:05:05Z

Added FR and ES translations

Show changes

Pradeepv: Language changes

2020-06-23T18:47:33Z

Language changes

Eldy at 10:43, 23 June 2020

2020-06-23T10:43:28Z

← Older revision		Revision as of 10:43, 23 June 2020
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	\|Go on main My dashboard page to show the widget "Latest 5 contracted products" or "Latest 5 modified contract" to show a contract 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 "Latest 5 contracted products" or "Latest 5 modified contract" to show a contract with the exclamation flag and put the mouse on the flag so the tooltip "Late" appears.
	\|-		\|-
	\|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your contracts, define default or mandatory fields and you can use the export module to export your contract database.		\|There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your contracts, define default values or mandatory fields and you can use the export module to export your contract database.
	\|		\|
	\|-		\|-

← Older revision		Revision as of 18:47, 23 June 2020
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	\|Perform the actions as in the voice over.		\|Perform the actions as in the voice over.
	\|-		\|-
	\|You can now start adding the actual service and pricing information to your contract. Add the service name or choose from one of your pre-defined services. Choose a tax slab if relevant. Enter the net cost, quantity and any applicable discount. You can add multiple services to the contract. Note that the goal of contract is above all to follow if a service is active or expired to renew it, so price is not mandatory. But if it is already defined in contract, it will save you time if you ~~ask~~ payment later for your contract.		\|You can now start adding the actual service and pricing information to your contract. Add the service name or choose from one of your pre-defined services. Choose a tax slab if relevant. Enter the net cost, quantity and any applicable discount. You can add multiple services to the contract. Note that the goal of the contract is above all to follow if a service is active or expired and to renew the service, so the price is not mandatory. But if it is already defined in the contract, it will save you time if you request payment at a later time for your contract.
	\|Perform the actions as in the voice over.		\|Perform the actions as in the voice over.
	\|-		\|-
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	\|-		\|-
	\|You can create an invoice or sales order from the contract by clicking on the appropriate buttons. Invoices and Sales Orders are covered in detail in the relevant video tutorials of these modules.		\|You can create an invoice or sales order from the contract by clicking on the appropriate buttons. Invoices and Sales Orders are covered in detail in the relevant video tutorials of these modules.
	Note that invoice can also be a recurring invoice, for example for a yearly contract that ~~need a~~ monthly ~~payment~~, so an invoice will be generated automatically each month, 12 times.		Note that an invoice can also be a recurring invoice, for example, for a yearly contract that needs monthly payments, so an invoice will be generated automatically each month, 12 times.
	\|Show the appropriate buttons. Click on one of them to show the invoice or sales order creation screen.		\|Show the appropriate buttons. Click on one of them to show the invoice or sales order creation screen.
	\|-		\|-
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	\|-		\|-
	\|Services that are part of your contract are in the inactive, running, expired or closed state. Click the appropriate buttons to activate or close all the services that are part of the contract.		\|Services that are part of your contract are in the inactive, running, expired or closed state. Click the appropriate buttons to activate or close all the services that are part of the contract.
	To renew a service of a contract, just update the end date of service.		To renew a service of a contract, just update the end date of the service.
	\|Show the appropriate buttons. Click them to show the popups.		\|Show the appropriate buttons. Click them to show the popups. Show updating the end date.
	\|-		\|-
	\|Click on the "Services" list view to view the list of services associated with your contracts. You can view the list of services based on their current status such as inactive, running, expired and closed.		\|Click on the "Services" list view to view the list of services associated with your contracts. You can view the list of services based on their current status such as inactive, running, expired and closed.
	\|Show the list views.		\|Show the list views.
	\|-		\|-
	\|At any ~~place~~ of application, for example on the main dashboard, when the reference of a contract is mentioned, you can also have an orange flag to alert you when at least one service is expired. You can setup an offset that is the number of days before or after expiration date to decide when the visual "Late" alert must be shown.		\|In any page of the application, for example, on the main dashboard, when the reference of a contract is mentioned, you can also have an orange flag to alert you when at least one service has expired. You can setup an offset that is the number of days before or after the expiration date to decide when the visual "Late" alert must be shown.
	\|Go on main My dashboard page to show the widget "Latest 5 contracted products" or "Latest 5 modified contract" to show a contract 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 "Latest 5 contracted products" or "Latest 5 modified contract" to show a contract with the exclamation flag and put the mouse on the flag so the tooltip "Late" appears.
	\|-		\|-