Draft:Video Presentation (Dolibarr features) - Sale Orders

Back to home page of
the Dolibarr foundation

(Draft page, no need to be translated)

Story board for Module Sales Orders

English

Video Title: Sales Orders

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 Sales Orders 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 "Sales Orders" from menu Home - Setup - Modules. Note that you may be interested in enabling other modules that interact with the sales order module such as the modules Proposals, Invoices, etc, even if these are not required.	Go on menu Home - Setup - Modules, scroll down and enable the Sales Orders module. Enable also the Proposals and Invoices modules.
Grant permission on the "Sales Orders" 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 Sales Order
A Sales Order is usually created from a commercial proposal that has been accepted by your customer or from a contract. Navigate to the commercial proposal and click on the "Create Order" 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 Order" button.
In this case, the products or services defined in the proposal are copied into the Sales Order 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 products have been copied over into the Sales Order.
When a sales order is created from a proposal, like any other object created from another one in Dolibarr, the sales order and the commercial proposal remain linked with each other. You can switch at any time from the sales order to the proposal by using the links visible in the section "Related Objects".	Show the automatically generated link under "Related Objects".
You can also make some links manually with any other object by using the "Link to" menu and choosing the object type and object to which the link must be created.	Create a link manually.
You can also create a Sales Order from scratch by clicking on "New Order" and entering all the details manually.	Perform the actions as in the voice over.
Provide the customer reference. Choose the third party for whom you are creating the Sales Order. Choose the planned date of delivery, payment terms, payment type, availability delay, shipping method, acquisition channel, project. Add any public or private notes. Click the "create" button to create the Sales Order.	Perform the actions as in the voice over.
You can now start adding the actual product or service and pricing information to your Sales Order. 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 products or services to the Sales Order.	Perform the actions as in the voice over.
Validating and Sending the Sales Order
Once you are done, click on "Validate" to finalise the Sales Order.	Click on Validate.
Now, the Sales Order is ready to be sent to your customer. Click on the "Send Email" button. You can now fill in the receiver details. All other details in the Sales Order are automatically included.	Click on Send Email and fill in the receiver details. Show the email being sent.
Sales Orders - Module Features
You can use the list view to view the list of Sales Orders. The list is categorized based on the status of the Sales Orders such as Draft, Validated, In Process, Delivered and Cancelled	Show the list of Sales Orders. Show the various list views. Click on a Sales Order to open the detailed view.
The Contacts and Addresses tab can be used to define explicit contacts - either business entities or people - to the Sale Order, but this is optional.	Show the contacts tab. Add a contact.
Use the "Shipments" tab to choose a source warehouse and send shipments to your customers.	Click and demo the shipments tab and create shipment.
Use the "Linked files" section to add any file attachments to the Sales Order.	Show the linked files tab and upload an attachment.
Use the "Clone" button to create a similar Sales Order with all the details pre-filled.	Show the Clone button.
You can create a contract, shipment or invoice from the sales order by clicking on the appropriate buttons. Contracts and Invoices are covered in detail in the relevant video tutorials of these modules.	Show the appropriate buttons. Click on one of them to show the contract or invoice creation screen.
You must decide, based to your own internal workflow, the order of events according to which you make the shipment from the order, you create and send the invoice, and you set the order as delivered. Like most other Dolibarr modules, the Dolibarr process can be customised to work according to how your existing company process works. So, you need not change your company process according to Dolibarr!	Show an Invoice, shipment for the same and the order being marked as delivered.
Note that the generated invoice can also be a recurring invoice. For example, for a Sales Order that need monthly payments for 1 year, an invoice will be generated automatically each month, 12 times. More information on the invoicing process is covered in the videos about Invoices and Recurring Invoices.	Show a recurring invoice.
"Statistics" gives a bird eye view of how the orders are being fulfilled. Use the filters such as Company and Customer to view detailed statistics.	Show the Statistics and fill in a filter.
In any page of the application, for example on the main dashboard, when the reference of a Sales Order is mentioned, an orange flag alerts you when a Sales Order is delayed. You can setup an offset - 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 "Orders" to show a contract with the exclamation flag and put the mouse on the flag so the tooltip "Late" appears.
There are also plenty of other features that can be enabled from the setup, for example, to generate an invoice automatically on order validation or to set a Sales order automatically to the paid status when an invoice is generated thanks to the Workflow module.	Navigate to the module settings for Sales Orders.
Also, like most Dolibarr modules, you can add your own custom fields to describe your Sales Orders, define default values or mandatory fields and you can use the export module to export your database of Sales Orders.	Show adding a custom field on sale order
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).

Translation in French

Video Title Translation: Commandes clients dans Dolibarr

SNO	Voice Over in English	Voice Over Translation
1	Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Sales Orders module in Dolibarr.	Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Cette vidéo explique comment utiliser le module "Commandes Clients" de Dolibarr.
2	Prerequisites	Pré-requis
3	Activate the module "Sales Orders" from menu Home - Setup - Modules. Note that you may be interested in enabling other modules that interact with the sales order module such as the modules Proposals, Invoices, etc, even if these are not required.	Activez le module "Commandes" à partir du menu Accueil - Configuration - Modules. Vous pouvez aussi être intéressé par l'activation d'autres modules qui entrent en interaction avec le module "Commandes", tels que les modules "Propositions", "Factures et Avoirs", etc, même si ceux-ci ne sont pas nécessaires.
4	Grant permission on the "Sales Orders" module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"	Accordez à vos utilisateurs les autorisations sur le module "Commandes". Pour plus d'informations sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".
5	Creating a Sales Order	Création d'une commande
6	A Sales Order is usually created from a commercial proposal that has been accepted by your customer or from a contract. Navigate to the commercial proposal and click on the "Create Order" button which is available only for commercial proposals that have been validated and accepted.	Une commande est souvent créée sur la base d'une proposition commerciale qui a été acceptée par votre client ou d'un contrat. Accédez à la proposition commerciale, ou contrat, et cliquez sur le bouton "Créer une commande" qui n'est disponible que pour les propositions commerciales ou contrats qui ont été validés et acceptés.
7	In this case, the products or services defined in the proposal are copied into the Sales Order automatically. For more details on how to work with commercial proposals and quotes, refer to the video about Commercial Proposals and Quotes.	Dans ce cas, les produits ou services définis dans la proposition ou le contrat sont automatiquement copiés dans la commande. Pour plus de détails sur la manière de travailler avec les propositions commerciales, ou les contrats, regardez les vidéos correspondantes.
8	When a sales order is created from a proposal, like any other object created from another one in Dolibarr, the sales order and the commercial proposal remain linked with each other. You can switch at any time from the sales order to the proposal by using the links visible in the section "Related Objects".	Lors de la création d'une commande client à partir d'une proposition, comme tout autre objet créé à partir d'un autre dans Dolibarr, la commande client et la proposition commerciale restent liées entre elles. Vous pouvez basculer à tout moment de la commande client à la proposition commerciale en utilisant les liens visibles dans la section "Objets liés".
9	You can also make some links manually with any other object by using the "Link to" menu and choosing the object type and object to which the link must be created.	Il est également possible de créer vous-même des liens avec tout autre objet en utilisant le lien "Lier à" et en choisissant le type d'objet et l'objet vers lequel le lien doit être créé.
10	You can also create a Sales Order from scratch by clicking on "New Order" and entering all the details manually.	Il est aussi possible de créer une commande à partir de zéro en cliquant sur "Nouvelle commande" et en entrant tous les détails manuellement.
11	Provide the customer reference. Choose the third party for whom you are creating the Sales Order. Choose the planned date of delivery, payment terms, payment type, availability delay, shipping method, acquisition channel, project. Add any public or private notes. Click the "create" button to create the Sales Order.	Indiquez la référence du client. Choisissez le tiers client pour lequel vous créez la commande client. Saisissez les autres informations comme la date de livraison prévue, les conditions de paiement, le type de paiement, le délai de disponibilité, le mode d'expédition, le canal d'acquisition, le projet. Ajoutez toutes notes publiques ou privées. Cliquez sur le bouton "Créer" pour créer la commande client.
12	You can now start adding the actual product or service and pricing information to your Sales Order. 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 products or services to the Sales Order.	Vous pouvez maintenant commencer à ajouter les produit ou services vendus et leur tarifs à votre commande. Ajoutez le nom du service ou choisissez l'un de vos services prédéfinis. Choisissez le taux de taxe, le cas échéant. Saisissez la quantité et toute remise applicable. Il vous est possible d'ajouter plusieurs produits ou services à la commande.
13	Validating and Sending the Sales Order	Validation et envoi de la commande
14	Once you are done, click on "Validate" to finalise the Sales Order.	Une fois que vous avez terminé, cliquez sur "Valider" pour finaliser la commande.
15	Now, the Sales Order is ready to be sent to your customer. Click on the "Send Email" button. You can now fill in the receiver details. All other details in the Sales Order are automatically included.	Maintenant, la commande est prête à être envoyée à votre client. Cliquez sur le bouton "Envoyer par email". Vous pouvez maintenant remplir les détails du ou des destinataires. Les autres information relatives à la commande sont automatiquement incluses.
16	Sales Orders - Module Features	Commandes - Autres fonctions du module
17	You can use the list view to view the list of Sales Orders. The list is categorized based on the status of the Sales Orders such as Draft, Validated, In Process, Delivered and Cancelled	Vous pouvez utiliser la vue en liste pour afficher la liste des commandes. La liste peut être classée en fonction du statut des commandes clients, par exemple : brouillon, validé, en cours de traitement, livré et annulé
18	The Contacts and Addresses tab can be used to define explicit contacts - either business entities or people - to the Sale Order, but this is optional.	L'onglet Contacts et adresses peut être utilisé pour définir des contacts explicites - soit des entités commerciales, soit des personnes - sur la commande, mais cela est facultatif.
19	Use the "Shipments" tab to choose a source warehouse and send shipments to your customers.	Utilisez l'onglet "Expéditions" pour choisir un entrepôt source et noter les expéditions vers vos clients.
20	Use the "Linked files" section to add any file attachments to the Sales Order.	Utilisez la section "Fichiers liés" pour ajouter tout fichier joint à la commande.
21	Use the "Clone" button to create a similar Sales Order with all the details pre-filled.	Utilisez le bouton "Cloner" pour créer une commande similaire avec tous les détails pré-remplis à l'identique.
22	You can create a contract, shipment or invoice from the sales order by clicking on the appropriate buttons. Contracts and Invoices are covered in detail in the relevant video tutorials of these modules.	A partir d'une commande client, vous pouvez créer un contrat, une expédition ou une facture en cliquant sur les boutons qui conviennent. Les contrats et les factures sont traités en détail dans les tutoriels vidéo correspondants de ces modules.
23	You must decide, based to your own internal workflow, the order of events according to which you make the shipment from the order, you create and send the invoice, and you set the order as delivered. Like most other Dolibarr modules, the Dolibarr process can be customised to work according to how your existing company process works. So, you need not change your company process according to Dolibarr!	En fonction de votre propre flux de travail interne, vous devez décider l'ordre des événements selon lequel vous effectuez l'expédition à partir de la commande, vous créez et envoyez la facture, et vous définissez la commande comme livrée. Comme la plupart des autres modules Dolibarr, le process Dolibarr peut être personnalisé pour fonctionner selon le fonctionnement de votre processus d'entreprise existant. Aussi, vous n'avez pas besoin de changer votre processus d'entreprise!
24	Note that the generated invoice can also be a recurring invoice. For example, for a Sales Order that need monthly payments for 1 year, an invoice will be generated automatically each month, 12 times. More information on the invoicing process is covered in the videos about Invoices and Recurring Invoices.	Notez que la facture générée peut également être une facture récurrente. Par exemple, pour une commande qui nécessite des paiements mensuels pendant 1 an, une facture générée automatiquement chaque mois, 12 fois. Pour plus d'informations sur le processus de facturation, regardez les vidéos sur les factures et avoirs et les factures récurrentes.
25	"Statistics" gives a bird eye view of how the orders are being fulfilled. Use the filters such as Company and Customer to view detailed statistics.	Les "Statistiques" offrent une vue d'ensemble de la manière dont les commandes sont traitées. Utilisez les filtres tels que "Société" ou "Tags Client" pour afficher des statistiques détaillées.
26	In any page of the application, for example on the main dashboard, when the reference of a Sales Order is mentioned, an orange flag alerts you when a Sales Order is delayed. You can setup an offset - the number of days before or after the expiration date - to decide when the visual "Late" alert must be shown.	Dans n'importe quelle page de l'application, par exemple sur le tableau de bord principal, lorsque la référence d'une commande est mentionnée, on vous signale par un drapeau orange qu'une commande est en retard.
27	There are also plenty of other features that can be enabled from the setup, for example, to generate an invoice automatically on order validation or to set a Sales order automatically to the paid status when an invoice is generated thanks to the Workflow module.	Vous pouvez définir un décalage - à savoir le nombre de jours avant ou après la date d'expiration - pour décider quand l'alerte visuelle "Retard" doit être affichée.
28	Also, like most Dolibarr modules, you can add your own custom fields to describe your Sales Orders, define default values or mandatory fields and you can use the export module to export your database of Sales Orders.	De plus, comme la plupart des modules Dolibarr, vous pouvez ajouter vos propres champs personnalisés pour décrire vos Commandes, définir des valeurs par défaut ou des champs obligatoires et vous pouvez utiliser le module d'exportation pour exporter votre base de données de Commandes.
29	Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.	Nous vous remercions d'avoir suivi ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.

Translation in Spanish

Video Title in Spanish: ???

SNO	Voice Over in English	Voice Over Translation
1	Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Sales Orders module in Dolibarr.	Bienvenido a este video tutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo de Pedidos de Venta en Dolibarr.
2	Prerequisites	Requisitos previos
3	Activate the module "Sales Orders" from menu Home - Setup - Modules. Note that you may be interested in enabling other modules that interact with the sales order module such as the modules Proposals, Invoices, etc, even if these are not required.	Activar el módulo "Pedidos" del menú Inicio - Configuración - Módulos. Tenga en cuenta que podría ser interesante activar otros módulos que interactúan con el módulo de pedidos, como los módulos Presupuestos, Facturas y Abonos, etc., aunque no sean necesarios.
4	Grant permission on the "Sales Orders" module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"	Conceda permiso al módulo "Pedidos" a sus usuarios. Para obtener información más avanzada sobre cómo configurar los permisos de los usuarios, puede ver nuestro video "Usuarios, Grupos y Permisos".
5	Creating a Sales Order	Creación de un Pedido
6	A Sales Order is usually created from a commercial proposal that has been accepted by your customer or from a contract. Navigate to the commercial proposal and click on the "Create Order" button which is available only for commercial proposals that have been validated and accepted.	Un pedido se crea normalmente a partir de un presupuesto aceptado por el cliente o de un contrato. Navegue hasta el presupuesto y haga clic en el botón "Crear pedido", que sólo está disponible para las propuestas comerciales que han sido validadas y aceptadas.
7	In this case, the products or services defined in the proposal are copied into the Sales Order automatically. For more details on how to work with commercial proposals and quotes, refer to the video about Commercial Proposals and Quotes.	En este caso, los productos o servicios definidos en la propuesta se copian automáticamente en el Pedido. Para más detalles sobre cómo trabajar con prespuestos y cotizaciones, consulte el video sobre Presupuestos y Cotizaciones.
8	When a sales order is created from a proposal, like any other object created from another one in Dolibarr, the sales order and the commercial proposal remain linked with each other. You can switch at any time from the sales order to the proposal by using the links visible in the section "Related Objects".	Cuando se crea un pedido a partir de un presupuesto, como cualquier otro objeto creado a partir de otro en Dolibarr, el pedido y el presupuesto  permanecen unidos entre sí. Puede pasar en cualquier momento del pedido de venta a la propuesta utilizando los enlaces visibles en la sección "Objetos relacionados".
9	You can also make some links manually with any other object by using the "Link to" menu and choosing the object type and object to which the link must be created.	También puede realizar algunos enlaces manualmente con cualquier otro objeto utilizando el menú "Enlazar a..." y eligiendo el tipo de objeto y el objeto con el que se debe crear el enlace.
10	You can also create a Sales Order from scratch by clicking on "New Order" and entering all the details manually.	También puede crear un pedido desde cero haciendo clic en "Nuevo pedido" e introduciendo todos los detalles manualmente.
11	Provide the customer reference. Choose the third party for whom you are creating the Sales Order. Choose the planned date of delivery, payment terms, payment type, availability delay, shipping method, acquisition channel, project. Add any public or private notes. Click the "create" button to create the Sales Order.	Proporcione la referencia del cliente. Elija el tercero para el cual está creando el Pedido. Seleccione la fecha prevista de entrega, las condiciones de pago, el tipo de pago, el tiempo de entrega, el método de envío, el canal de adquisición, el proyecto. Añada cualquier nota pública o privada. Haga clic en el botón "Crear borrador" para crear el Pedido.
12	You can now start adding the actual product or service and pricing information to your Sales Order. 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 products or services to the Sales Order.	Ahora puede comenzar a agregar los productos o servicios reales y la información de precios a su Pedido. Añada el nombre del servicio o elija uno de sus servicios predefinidos. Elija una tabla de impuestos si es pertinente. Ingrese el precio unitario, la cantidad y cualquier descuento correspondiente. Puede agregar varios productos o servicios al pedido.
13	Validating and Sending the Sales Order	Validación y Envío del Pedido
14	Once you are done, click on "Validate" to finalise the Sales Order.	Una vez que haya terminado, haga clic en "Validar" para finalizar el pedido.
15	Now, the Sales Order is ready to be sent to your customer. Click on the "Send Email" button. You can now fill in the receiver details. All other details in the Sales Order are automatically included.	Ahora, el Pedido está listo para ser enviado a su cliente. Haga clic en el botón "Enviar e-mail". Ahora puede rellenar los datos del receptor. Todos los demás detalles del Pedido se incluyen de forma automática.
16	Sales Orders - Module Features	Pedidos - Características del módulo
17	You can use the list view to view the list of Sales Orders. The list is categorized based on the status of the Sales Orders such as Draft, Validated, In Process, Delivered and Cancelled	Puede utilizar la vista de lista para ver la lista de pedidos de venta. La lista se clasifica en función del estado de los pedidos de cliente, como Borrador, Validado, Expedición en curso, Emitido y Anulado.
18	The Contacts and Addresses tab can be used to define explicit contacts - either business entities or people - to the Sale Order, but this is optional.	La pestaña Contactos/Direcciones puede ser usada para definir contactos explícitos - ya sea entidades comerciales o personas - para el Pedido, pero esto es opcional.
19	Use the "Shipments" tab to choose a source warehouse and send shipments to your customers.	Utilice la pestaña "Envíos" para elegir un almacén de origen y enviar los pedidos a sus clientes.
20	Use the "Linked files" section to add any file attachments to the Sales Order.	Utilice la sección "Documentos" para añadir cualquier archivo adjunto al Pedido.
21	Use the "Clone" button to create a similar Sales Order with all the details pre-filled.	Utilice el botón "Copiar" para crear un Pedido de Venta similar con todos los detalles prellenados.
22	You can create a contract, shipment or invoice from the sales order by clicking on the appropriate buttons. Contracts and Invoices are covered in detail in the relevant video tutorials of these modules.	Puede crear un contrato, un envío o una factura a partir del pedido haciendo clic en los botones correspondientes. Los contratos y las facturas se tratan en detalle en los correspondientes video tutoriales de estos módulos.
23	You must decide, based to your own internal workflow, the order of events according to which you make the shipment from the order, you create and send the invoice, and you set the order as delivered. Like most other Dolibarr modules, the Dolibarr process can be customised to work according to how your existing company process works. So, you need not change your company process according to Dolibarr!	Debe decidir, en función de su propio flujo de trabajo interno, el orden de los eventos según los cuales realiza el envío desde el pedido, crea y envía la factura y establece el pedido como entregado. Como la mayoría de los otros módulos de Dolibarr, el proceso Dolibarr puede ser personalizado para funcionar según el funcionamiento interno de su empresa. Por lo tanto, ¡no es necesario que cambie su proceso de empresa según Dolibarr!
24	Note that the generated invoice can also be a recurring invoice. For example, for a Sales Order that need monthly payments for 1 year, an invoice will be generated automatically each month, 12 times. More information on the invoicing process is covered in the videos about Invoices and Recurring Invoices.	Tenga en cuenta que la factura generada también puede ser una factura recurrente. Por ejemplo, para un pedido de venta que necesita pagos mensuales durante 1 año, se generará una factura automáticamente cada mes, 12 veces. Más información sobre el proceso de facturación en los vídeos sobre Facturas y Facturas Recurrentes.
25	"Statistics" gives a bird eye view of how the orders are being fulfilled. Use the filters such as Company and Customer to view detailed statistics.	"Estadísticas" da una visión a vista de pájaro de cómo están evolucionando los pedidos. Utilice los filtros como Tercero y Cliente para ver las estadísticas detalladas.
26	In any page of the application, for example on the main dashboard, when the reference of a Sales Order is mentioned, an orange flag alerts you when a Sales Order is delayed. You can setup an offset - the number of days before or after the expiration date - to decide when the visual "Late" alert must be shown.	En cualquier página de la aplicación, por ejemplo en el Panel Principal, cuando se menciona la referencia de un Pedido, una bandera naranja le avisa cuando un Pedido se retrasa. Puede configurar un aviso - el número de días antes o después de la fecha de vencimiento - para decidir cuándo debe mostrarse la alerta visual de "Tardío".
27	There are also plenty of other features that can be enabled from the setup, for example, to generate an invoice automatically on order validation or to set a Sales order automatically to the paid status when an invoice is generated thanks to the Workflow module.	También hay muchas otras características que se pueden activar desde la configuración, por ejemplo, generar una factura automáticamente al validar un pedido o poner un Pedido automáticamente en estado pagado cuando se genera una factura gracias al módulo Flujo de Trabajo.
28	Also, like most Dolibarr modules, you can add your own custom fields to describe your Sales Orders, define default values or mandatory fields and you can use the export module to export your database of Sales Orders.	Además, como la mayoría de los módulos Dolibarr, puede añadir sus propios campos personalizados para describir sus Pedidos, definir los valores por defecto o los campos obligatorios y puede utilizar el módulo de exportación para exportar su base de datos de Pedidos.
29	Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.	Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.