29,055
edits
Changes
Draft:Video Presentation (Dolibarr features) - Contracts (view source)
Revision as of 08:42, 23 June 2020
, 4 years agono edit summary
Line 30:
Line 30:
|-
|Highlight and show that the services have been copied over into the contract.
|Highlight and show that the services have been copied over into the contract.
|-
|-
−|You can also create a contract by clicking on "New Contract / Subscription" and entering all the details manually.
+|You can also create a contract by clicking on "New Contract / Subscription" and entering all the details manually.
|Perform the actions as in the voice over.
|Perform the actions as in the voice over.
|-
|-
Line 36:
Line 36:
|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.
+|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.
|Perform the actions as in the voice over.
|Perform the actions as in the voice over.
|-
|-
Line 54:
Line 54:
|Show the list of contracts. Click on a contract to open the detailed view.
|Show the list of contracts. Click on a contract to open the detailed view.
|-
|-
−|The Contacts and Addresses tab captures all the relevant business entities and people involved in the contract.
+|The Contacts and Addresses tab captures all the relevant business entities and people involved in the contract.
|Show the contacts tab.
|Show the contacts tab.
|-
|-
Line 60:
Line 60:
|Show the linked files tab and upload an attachment.
|Show the linked files tab and upload an attachment.
|-
|-
−|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the contract, such as creation, update, invoicing, emails sent, phone calls, planned meetings etc.
+|The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the contract, such as creation, update, invoicing, emails sent, phone calls, etc.
|Show the Events tab.
|Show the Events tab.
|-
|-
Line 67:
Line 67:
|-
|-
|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.
|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.
−|'''Managing Services'''
|'''Managing Services'''
|
|
Line 77:
Line 77:
|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 when you are on the "Prospect/Customer" tab of a third party or on the main dashboard, when the reference of a contract is mentioned, you can also have an orange flag to alert you when a service is expired. You can setup an offset that is the number of days before or after expiration date to decide when the visual alert must be shown.
+|Show the tab "Prospect/Customer" of a thirdparty with a contract expired since a long delay to show a contract with the exclamation flag.
|-
|-
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.
|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 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).
|}
|}