Draft:Video Presentation (Dolibarr features) - Contracts

(Draft page, no need to be translated)

(Draft page, no need to be translated)

Story board for Module Contracts / Subscriptions:

Video Title: Contracts, Subscriptions in Dolibarr

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 use the Contracts and Subscriptions module in Dolibarr.	Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)
Prerequisites
Activate the module "Contracts and Subscriptions" from menu Home - Setup - Modules. Note that you will also need to enable dependent modules such as Proposals, Invoices etc. in order to be able to use the relevant features.	Go on menu Home - Setup - Modules, scroll down and enable the Contracts and Subscriptions module. Show that the modules Proposals and Invoices have also been enabled.
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"	Show the module permissions and enable the permissions.
Creating a Contract
A contract is usually created from a commercial proposal or sales order that has been accepted by your customer. Navigate to the commercial proposal and click on the "Create Contract" button which is available only for commercial proposals that have been validated and accepted.	Navigate to the commercial proposals list view. Choose a proposal. Click on the "Create Contract" button.
In this case, the products or services defined in the proposal are copied into the contract automatically. For more details on how to work with commercial proposals and quotes, refer to the video about Commercial Proposals and Quotes.	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.	Perform the actions as in the voice over.
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.	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.	Perform the actions as in the voice over.
Validating and Sending the Contract
Once you are done, click on "Validate" to finalise the contract.	Click on Validate.
Now, the contract is ready to be sent to your customer or vendor. Click on the "Send Email" button. You can now fill in the receiver details. All other details in the contract are automatically included.	Click on Send Email and fill in the receiver details. Show the email being sent.
Contracts - Module Features
You can use the list view to view the list of contracts.	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.	Show the contacts tab.
Use the "linked files" section to add any file attachments to the contract.	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, etc.	Show the Events tab.
Use the "Clone" button to create a similar contract with all the details pre-filled.	Show the Clone button.
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.
Managing Services
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.	Show the appropriate buttons. Click them to show the popups.
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.
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.	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.
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).