Draft:Video Presentation (Dolibarr features): Difference between revisions

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{{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.
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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
 
 
'''Story board for Tutorial 1 - Module User and Groups:''': [[Draft:Video Presentation (Dolibarr features) - Users and Groups]]
 
'''Story board for Tutorial 2 - Module Expense Reports:''': [[Draft:Video Presentation (Dolibarr features) - Expense Reports]]
 
'''Story board for Tutorial 3 - Module Leaves:''': [[Draft:Video Presentation (Dolibarr features) - Leaves]]
 
'''Story board for Tutorial 4 - Module Third parties:''': [[Draft:Video Presentation (Dolibarr features) - Third Parties (Customers, Suppliers, Partners)]]
 
'''Story board for Tutorial 5 - Module Products or Services:''': [[Draft:Video Presentation (Dolibarr features) - Products and Services]]
 
'''Story board for Tutorial 6 - Module Commercial Proposals, Quotes:''': [[Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes]]
 
'''Story board for Tutorial 7 - Module Sale Orders:''': [[Draft:Video Presentation (Dolibarr features) - Sale Orders]]
 
'''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 10 - Module Invoices and Payments:''': [[Draft:Video Presentation (Dolibarr features) - Invoices and Payments]]
 
'''Story board for Tutorial 11 - Module Recurring Invoices:''': [[Draft:Video Presentation (Dolibarr features) - Recurring invoices]]
 
'''Story board for Tutorial 12 - Module Stock:''': [[Draft:Video Presentation (Dolibarr features) - Stock]]
 
'''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) - 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 Module User and Groups:'''
'''Story board for Tutorial 17 - Module Supplier invoices:''': [[Draft:Video Presentation (Dolibarr features) - Supplier invoices]]


'''Video Title:''' Users and Groups
'''Story board for Tutorial 18 - Module Membership management:''': [[Draft:Video Presentation (Dolibarr features) - Membership management]]
<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.
|Show the newly created user logging in.
|-
|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 />

Latest revision as of 09:25, 5 April 2021


Back to home page of
the Dolibarr foundation

(Draft page, no need to be translated)

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.


Duration | Goal:

Between 3mn and 15mn.

Goal: Objectif is to have videos to show quickly each main module|application of Dolibarr ERP CRM. We can add such videos at the end of page that presents each module|application on web site.


Format:

AVI - MKV - MPEG

Sources (project file of tool, samples, screenshots, SVG) must be provided if possible.


Contact for Video collaboration:

eldy@destailleur.fr


Content | Storyboard

The video + voice must show a module: 1 module|application = 1 video:

List of modules|applications are the one described on website dolibarr.org in the section "Features": https://www.dolibarr.org/#features

The StoryBoard can follow the path of the page dedicated to each module|application.

Text used for voice must be validated by Dolibarr team.

Exemple of video done by competitor: https://www.youtube.com/watch?v=Q4cgtp_BsdY (for Sales application), https://www.youtube.com/watch?v=8Gs2kJkrfMM (for the module|application Purchase Orders), etc...

Video must contains en entry and exit sequence/screen. Example of good entry sequence (the 3 first seconds): https://www.youtube.com/watch?v=4jlhqKQSpP4 (the entry and exit sequence must be same for all videos)

Some resources for images/logo are available here:


Story board for Tutorial 1 - Module User and Groups:: Draft:Video Presentation (Dolibarr features) - Users and Groups

Story board for Tutorial 2 - Module Expense Reports:: Draft:Video Presentation (Dolibarr features) - Expense Reports

Story board for Tutorial 3 - Module Leaves:: Draft:Video Presentation (Dolibarr features) - Leaves

Story board for Tutorial 4 - Module Third parties:: Draft:Video Presentation (Dolibarr features) - Third Parties (Customers, Suppliers, Partners)

Story board for Tutorial 5 - Module Products or Services:: Draft:Video Presentation (Dolibarr features) - Products and Services

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

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

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 10 - Module Invoices and Payments:: Draft:Video Presentation (Dolibarr features) - Invoices and Payments

Story board for Tutorial 11 - Module Recurring Invoices:: Draft:Video Presentation (Dolibarr features) - Recurring invoices

Story board for Tutorial 12 - Module Stock:: Draft:Video Presentation (Dolibarr features) - Stock

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) - 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

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