Draft:Video Presentation (Dolibarr features) - Purchase Orders
(Draft page, no need to be translated)
Story board for Module Purchase Orders:
Video Title: Purchase 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 Purchase 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 "Vendors" from menu Home - Setup - Modules. Note that you may be interested in enabling other modules that interact with the Vendors module such as the modules Vendor Commercial Proposals, Invoices, etc, even if these are not required. | Go on menu Home - Setup - Modules, scroll down and enable the Vendors module. Enable also the Vendor Commercial Proposals and Invoices modules. |
Grant permission on the "Vendors" 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 Purchase Order | |
A Purchase Order is usually created from a vendor proposal that has been accepted by your vendor. Navigate to the vendor proposal and click on the "Create Order" button which is available only for vendor proposals that have been validated and accepted. | Navigate to the vendor proposals list view. Choose a proposal. Click on the "Create Order" button. |
In this case, the products or services defined in the vendor proposal are copied into the Purchase Order automatically. | Highlight and show that the products have been copied over into the Purchase Order. |
When a purchase order is created from a vendor proposal, like any other object created from another one in Dolibarr, the purchase order and the vendor proposal remain linked with each other. You can switch at any time from the Purchase order to the vendor 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 Purchase Order from scratch by clicking on "New Order" and entering all the details manually. | Perform the actions as in the voice over. |
Choose the vendor for whom you are creating the Purchase Order. Choose the payment terms, payment type and planned date of delivery. If the module "Project" is enabled, you can choose a project. Choose a currency. Add any public or private notes. Click the "create" button to create the Purchase Order. | Perform the actions as in the voice over. |
You can now start adding the actual product or service and pricing information to your Purchase 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 Purchase Order. | Perform the actions as in the voice over. |
Validating, Approving and Sending the Purchase Order | |
Once you are done, click on "Validate" to finalise the Purchase Order. | Click on Validate with an account that has no permission to approve purchase order (button must be 'Validate' and not 'Validate and approve') |
Now, the Purchase Order can be approved. Approval must be done by a user with the permission for Purchase order approval. Note that if the user creating the purchase order has the permission to approve, the validation and approval will be in the same step. | Click on Approve. |
Now, the Purchase Order is ready to be sent to your vendor. A default template is used for the generated PDF file. | Show the PDF file. |
Click on the "Send Email" button. You can now fill in the receiver details. All other details in the Purchase Order are automatically included. | Click on Send Email and fill in the receiver details. Show the email being sent. |
Record that your purchase has been sent to the vendor. Click on the appropriate button, fill in the order date, order method and enter any comments to change the purchase order to the "Ordered" status. | Perform the actions as in the voice over. |
For recording receivables, use the appropriate button and provide the delivery date, the relevant delivery status and any comments to change the status of delivery corresponding to the purchase order. Note that if you enabled the module Reception, an enhanced process is also available to follow your vendor deliveries. | Demo the flow for Classify Reception button. |
Purchase Orders - Module Features | |
You can use the list view to view the list of Purchase Orders. The list is categorized based on the status of the Purchase Orders such as Draft, Validated, Approved, Ordered, Partially Received, All products received, Canceled and Refused. | Show the list of POs. Show the various list views. Click on a PO to open the detailed view. |
The Contacts and Addresses tab can be used to define explicit contacts - either business entities or people - to the Purchase Order, but this is optional. | Show the contacts tab. Add a contact. |
The "Item Receipts" tab lists all the items dispatched and received as part of the purchase order. | Show the tab. |
Use the "Linked files" section to add any file attachments to the Purchase Order. | 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 purchase order, such as creation, update, reception, etc. | Show the events tab. |
Use the "Clone" button to create a similar Purchase Order with all the details pre-filled. | Show the Clone button. |
You can create a reception or invoice from the purchase order by clicking on the appropriate buttons. Invoices are covered in detail in the video tutorial 'Vendor invoices'. | Show the appropriate buttons. Click on one of them to show the invoice creation screen. |
You must decide, based to your own internal workflow, the order of events according to which you make the reception from the purchase order, you create and send the invoice, and you set the purchase order as billed. Like most other Dolibarr modules, the Dolibarr process can be customized to work according to how your existing company process works. So, you need not change your company process according to Dolibarr! | Show a purchase order being fulfilled. |
"Statistics" gives a bird eye view of how the purchase orders are being fulfilled. Use the filters such as Company and Vendor 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 Purchase Order is mentioned, an orange flag alerts you when a Purchase 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 PO 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 purchase order validation or to set a Purchase order automatically to the paid status when an invoice is generated thanks to the Workflow module or to add a second approver if the amount is higher than a certain value. | Navigate to the module settings for Purchase Orders. |
Also, like most Dolibarr modules, you can add your own custom fields to describe your Purchase Orders, define default values or mandatory fields and you can use the export module to export your database of Purchase Orders. | Show adding a custom field on a purchase 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). |
FRENCH TRANSLATION:
Video Title: Purchase Orders in Dolibarr
Translated Video Title:
SNO | Voice Over | Translated Voice Over |
1 | Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Purchase Orders module in Dolibarr. |
|
2 | Prerequisites |
Pré-requis |
3 | Activate the module "Vendors" from menu Home - Setup - Modules. Note that you may be interested in enabling other modules that interact with the Vendors module such as the modules Vendor Commercial Proposals, Invoices, etc, even if these are not required. |
|
4 | Grant permission on the "Vendors" module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions" |
|
5 | Creating a Purchase Order |
Création d'une commande |
6 | A Purchase Order is usually created from a vendor proposal that has been accepted by your vendor. Navigate to the vendor proposal and click on the "Create Order" button which is available only for vendor proposals that have been validated and accepted. |
|
7 | In this case, the products or services defined in the vendor proposal are copied into the Purchase Order automatically. |
|
8 | When a purchase order is created from a vendor proposal, like any other object created from another one in Dolibarr, the purchase order and the vendor proposal remain linked with each other. You can switch at any time from the Purchase order to the vendor proposal by using the links visible in the section "Related Objects". |
|
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. |
|
10 | You can also create a Purchase Order from scratch by clicking on "New Order" and entering all the details manually. |
|
11 | Choose the vendor for whom you are creating the Purchase Order. Choose the payment terms, payment type and planned date of delivery. If the module "Project" is enabled, you can choose a project. Choose a currency. Add any public or private notes. Click the "create" button to create the Purchase Order. |
|
12 | You can now start adding the actual product or service and pricing information to your Purchase 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 Purchase Order. |
|
13 | Validating, Approving and Sending the Purchase Order |
Validation, approbation et envoi de la commande |
14 | Once you are done, click on "Validate" to finalise the Purchase Order. |
|
15 | Now, the Purchase Order can be approved. Approval must be done by a user with the permission for Purchase order approval. Note that if the user creating the purchase order has the permission to approve, the validation and approval will be in the same step. |
|
16 | Now, the Purchase Order is ready to be sent to your vendor. A default template is used for the generated PDF file. |
|
17 | Click on the "Send Email" button. You can now fill in the receiver details. All other details in the Purchase Order are automatically included. |
|
18 | Record that your purchase has been sent to the vendor. Click on the appropriate button, fill in the order date, order method and enter any comments to change the purchase order to the "Ordered" status. |
|
19 | For recording receivables, use the appropriate button and provide the delivery date, the relevant delivery status and any comments to change the status of delivery corresponding to the purchase order. Note that if you enabled the module Reception, an enhanced process is also available to follow your vendor deliveries. |
|
20 | Purchase Orders - Module Features |
Commandes - Caractéristiques du module |
21 | You can use the list view to view the list of Purchase Orders. The list is categorized based on the status of the Purchase Orders such as Draft, Validated, Approved, Ordered, Partially Received, All products received, Canceled and Refused. |
|
22 | The Contacts and Addresses tab can be used to define explicit contacts - either business entities or people - to the Purchase Order, but this is optional. |
|
23 | The "Item Receipts" tab lists all the items dispatched and received as part of the purchase order. |
|
24 | Use the "Linked files" section to add any file attachments to the Purchase Order. |
|
25 | The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the purchase order, such as creation, update, reception, etc. |
|
26 | Use the "Clone" button to create a similar Purchase Order with all the details pre-filled. |
|
27 | You can create a reception or invoice from the purchase order by clicking on the appropriate buttons. Invoices are covered in detail in the video tutorial 'Vendor invoices'. |
|
28 | You must decide, based to your own internal workflow, the order of events according to which you make the reception from the purchase order, you create and send the invoice, and you set the purchase order as billed. Like most other Dolibarr modules, the Dolibarr process can be customized to work according to how your existing company process works. So, you need not change your company process according to Dolibarr! |
Selon votre propre flux de travail interne, il vous faut décider l'ordre des événements selon lequel vous effectuez la réception à partir de la commande, vous créez et envoyez la facture et avoir, et vous définissez la commande comme étant facturée. Comme la plupart des autres modules Dolibarr, le processus Dolibarr peut être personnalisé pour fonctionner selon le fonctionnement de votre processus d'entreprise existant. Ainsi, vous n'avez pas besoin de modifier votre processus d'entreprise selon Dolibarr ! |
29 | "Statistics" gives a bird eye view of how the purchase orders are being fulfilled. Use the filters such as Company and Vendor to view detailed statistics. |
|
30 | In any page of the application, for example on the main dashboard, when the reference of a Purchase Order is mentioned, an orange flag alerts you when a Purchase 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. |
|
31 | There are also plenty of other features that can be enabled from the setup, for example, to generate an invoice automatically on purchase order validation or to set a Purchase order automatically to the paid status when an invoice is generated thanks to the Workflow module or to add a second approver if the amount is higher than a certain value. |
Il existe également de nombreuses autres fonctionnalités qui peuvent être activées à partir de la configuration, par exemple, pour générer automatiquement une facture et avoir lors de la validation de la commande ou pour mettre automatiquement une commande à l'état payé lorsqu'une facture et avoir est générée grâce au module de flux de travail ou pour ajouter un second approbateur si le montant est supérieur à une certaine valeur. |
32 | Also, like most Dolibarr modules, you can add your own custom fields to describe your Purchase Orders, define default values or mandatory fields and you can use the export module to export your database of Purchase Orders. |
|
33 | Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. | Nous vous remercions de regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus. |
SPANISH TRANSLATION:
Video Title: Purchase Orders in Dolibarr
SNO | Voice Over | Translated Voice Over |
1 | Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Purchase 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 Compra en Dolibarr. |
2 | Prerequisites | Requisitos Previos |
3 | Activate the module "Vendors" from menu Home - Setup - Modules. Note that you may be interested in enabling other modules that interact with the Vendors module such as the modules Vendor Commercial Proposals, Invoices, etc, even if these are not required. | Activar el módulo "Proveedores " en el menú Inicio - Configuración - Módulos. Tenga en cuenta que podría ser interesante habilitar otros módulos que interactúan con el módulo "Proveedores" como los módulos "Presupuestos de Proveedores", "Facturas y Abonos", etc., aunque no sean necesarios. |
4 | Grant permission on the "Vendors" 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 "Proveedores" 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 Purchase Order | Creación de un Pedido de Compra |
6 | A Purchase Order is usually created from a vendor proposal that has been accepted by your vendor. Navigate to the vendor proposal and click on the "Create Order" button which is available only for vendor proposals that have been validated and accepted. | Un pedido de compra suele crearse a partir de un presupuesto de proveedor que ha sido aceptado por su proveedor. Navegue hasta el presupuesto de proveedor y haga clic en el botón "Crear Pedido", que sólo está disponible para presupuestos de proveedores que hayan sido validados y aceptados. |
7 | In this case, the products or services defined in the vendor proposal are copied into the Purchase Order automatically. | En este caso, los productos o servicios definidos en el presupuesto de proveedor se copian automáticamente en el pedido a proveedor. |
8 | When a purchase order is created from a vendor proposal, like any other object created from another one in Dolibarr, the purchase order and the vendor proposal remain linked with each other. You can switch at any time from the Purchase order to the vendor proposal by using the links visible in the section "Related Objects". | Cuando se crea un pedido a proveedor a partir de un presupuesto de proveedor, como cualquier otro objeto creado a partir de otro en Dolibarr, el pedido a proveedor y el presupuesto de proveedor permanecen vinculados entre sí. Puede pasar en cualquier momento del Pedido al presupuesto de proveedor 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 manualmente algunos enlaces con cualquier otro objeto utilizando el menú "Enlazar a..." y seleccionando el tipo de objeto y el objeto con el que se debe crear el enlace. |
10 | You can also create a Purchase Order from scratch by clicking on "New Order" and entering all the details manually. | También puede crear una Pedido desde cero haciendo clic en "Nuevo Pedido" e introduciendo todos los detalles manualmente. |
11 | Choose the vendor for whom you are creating the Purchase Order. Choose the payment terms, payment type and planned date of delivery. If the module "Project" is enabled, you can choose a project. Choose a currency. Add any public or private notes. Click the "create" button to create the Purchase Order. | Seleccione el proveedor para el que está creando el Pedido de Proveedor. Seleccione las condiciones de pago, la clase de pago y la fecha de entrega prevista. Si el módulo "Proyecto" está activado, puede elegir un proyecto. Elija una moneda. Añada cualquier nota pública o privada. Haga clic en el botón "crear" para crear el Pedido de Proveedor. |
12 | You can now start adding the actual product or service and pricing information to your Purchase 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 Purchase Order. | Ahora puede comenzar a añadir el producto o servicio real y la información de precios a su Pedido de Proveedor. Añada el nombre del servicio o elija uno de sus servicios predefinidos. Elija una tabla de impuestos si es pertinente. Introduzca el precio unitario, la cantidad y cualquier descuento correspondiente. Puede añadir varios productos o servicios al Pedido de Proveedor. |
13 | Validating, Approving and Sending the Purchase Order | Validación, Aprobación y Envío del Pedido de Proveedor |
14 | Once you are done, click on "Validate" to finalise the Purchase Order. | Una vez que haya terminado, haga clic en "Validar" para finalizar el Pedido de Proveedor. |
15 | Now, the Purchase Order can be approved. Approval must be done by a user with the permission for Purchase order approval. Note that if the user creating the purchase order has the permission to approve, the validation and approval will be in the same step. | Ahora, el Pedido de Proveedor puede ser aprobado. La aprobación debe ser hecha por un usuario con permiso para la aprobación de Pedido de Proveedor. Tenga en cuenta que si el usuario que crea el pedido de proveedor tiene el permiso para aprobar, la validación y la aprobación se harán en el mismo paso. |
16 | Now, the Purchase Order is ready to be sent to your vendor. A default template is used for the generated PDF file. | Ahora, el Pedido de Proveedor está lista para ser enviada a su proveedor. Se utiliza una plantilla predeterminada para el archivo PDF generado. |
17 | Click on the "Send Email" button. You can now fill in the receiver details. All other details in the Purchase Order are automatically included. | Haga clic en el botón "Enviar E-mail". Ahora puede rellenar los datos del receptor. Todos los demás detalles del Pedido de Proveedor se incluyen de forma automática. |
18 | Record that your purchase has been sent to the vendor. Click on the appropriate button, fill in the order date, order method and enter any comments to change the purchase order to the "Ordered" status. | Registre que su pedido ha sido enviado al proveedor. Haga clic en el botón apropiado, rellene la fecha de pedido, el método de pedido e introduzca cualquier comentario para cambiar la orden de compra al estado "Pedido". |
19 | For recording receivables, use the appropriate button and provide the delivery date, the relevant delivery status and any comments to change the status of delivery corresponding to the purchase order. Note that if you enabled the module Reception, an enhanced process is also available to follow your vendor deliveries. | Para registrar los pedidos recibidos, utilice el botón apropiado e indique la fecha de entrega, el estado de entrega pertinente y cualquier comentario para cambiar el estado de entrega correspondiente al pedido de compra. Tenga en cuenta que si habilitó el módulo Recepción, también está disponible un proceso mejorado para seguir las entregas de su proveedor. |
20 | Purchase Orders - Module Features | Pedidos de Proveedor - Características del Módulo |
21 | You can use the list view to view the list of Purchase Orders. The list is categorized based on the status of the Purchase Orders such as Draft, Validated, Approved, Ordered, Partially Received, All products received, Canceled and Refused. | Puede utilizar la vista de lista para ver la lista de Pedidos de Proveedor. La lista se clasifica en función del estado de los Pedidos de Proveedor, como Borrador, Validado, Aprobado, Pedido, Recibido parcialmente, Todos los productos recibidos, Anulado y Rechazado. |
22 | The Contacts and Addresses tab can be used to define explicit contacts - either business entities or people - to the Purchase Order, but this is optional. | La pestaña Contactos/Direcciones se puede utilizar para definir contactos explícitos - ya sea entidades comerciales o personas - para el Pedido de Proveedor, pero esto es opcional. |
23 | The "Item Receipts" tab lists all the items dispatched and received as part of the purchase order. | La pestaña "Recepción de Productos" enumera todos los artículos enviados y recibidos como parte de la orden de compra. |
24 | Use the "Linked files" section to add any file attachments to the Purchase Order. | Utilice la sección "Documentos" para agregar cualquier archivo adjunto al Pedido de Proveedor. |
25 | The "Events or Agenda" tab will give you a complete list of all past and upcoming events related to the purchase order, such as creation, update, reception, etc. | La pestaña "Eventos" le ofrecerá una lista completa de todos los eventos pasados y futuros relacionados conel Pedido de Proveedor, tales como la creación, actualización, recepción, etc. |
26 | Use the "Clone" button to create a similar Purchase Order with all the details pre-filled. | Utilice el botón "Copiar" para crear un Pedido de Proveedor similar con todos los detalles ya rellenados. |
27 | You can create a reception or invoice from the purchase order by clicking on the appropriate buttons. Invoices are covered in detail in the video tutorial 'Vendor invoices'. | Puede crear una recepción o factura a partir del Pedido de Proveedor haciendo clic en los botones correspondientes. Las facturas se tratan en detalle en el video tutorial "Facturas de Proveedores". |
28 | You must decide, based to your own internal workflow, the order of events according to which you make the reception from the purchase order, you create and send the invoice, and you set the purchase order as billed. Like most other Dolibarr modules, the Dolibarr process can be customized 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 el cual realiza la recepción desde el Pedido de Proveedor, crea y envía la factura, y establece un Pedido de Proveedor como facturado. Como la mayoría de los otros módulos de Dolibarr, el procedimiento de Dolibarr puede ser personalizado para funcionar según el funcionamiento del proceso de su empresa. Por lo tanto, ¡no necesita cambiar su proceso de empresa de acuerdo a Dolibarr! |
29 | "Statistics" gives a bird eye view of how the purchase orders are being fulfilled. Use the filters such as Company and Vendor to view detailed statistics. | Las "estadísticas" permiten ver a simple vista cómo se realizan los Pedido de Proveedor. Utilice los filtros como Empresa y Proveedor para ver las estadísticas detalladas. |
30 | In any page of the application, for example on the main dashboard, when the reference of a Purchase Order is mentioned, an orange flag alerts you when a Purchase 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 tablero principal, cuando se menciona la referencia de un pedido de compra, una bandera naranja le avisa cuando un pedido de compra se retrasa. Puede configurar una compensación - el número de días antes o después de la fecha de vencimiento - para decidir cuándo debe mostrarse la alerta visual de "Retraso". |
31 | There are also plenty of other features that can be enabled from the setup, for example, to generate an invoice automatically on purchase order validation or to set a Purchase order automatically to the paid status when an invoice is generated thanks to the Workflow module or to add a second approver if the amount is higher than a certain value. | También hay muchas otras funciones que pueden activarse desde la configuración, por ejemplo, para generar una factura automáticamente al validar un pedido de proveedor o para establecer un pedido de proveedor automáticamente al estado pagado cuando se genera una factura gracias al módulo de flujo de trabajo o para añadir un segundo autorizador si el importe es superior a un valor determinado. |
32 | Also, like most Dolibarr modules, you can add your own custom fields to describe your Purchase Orders, define default values or mandatory fields and you can use the export module to export your database of Purchase Orders. | Además, como la mayoría de los módulos de Dolibarr, puede añadir sus propios campos personalizados para describir sus Pedidos de Proveedor, definir valores por defecto o campos obligatorios y puede utilizar el módulo de exportación para exportar su base de datos de Pedidos de Proveedor. |
33 | 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. |