Tutorial 8 - EN - Contracts and subscriptions of services in Dolibarr ERP CRM скачать в хорошем качестве

Tutorial 8 - EN - Contracts and subscriptions of services in Dolibarr ERP CRM

Manage your contracts and subscriptions of services with Dolibarr ERP CRM - English version A contract is usually created from a commercial proposal or sales order that has been accepted by your customer or vendor. In this scenario, the products or services defined in the commercial proposal are copied into the contract automatically. Note that the goal of a contract is to track if a service is active or has expired and to renew the service if required. Therefore, defining the price in the contract is not mandatory, although doing so will be helpful to raise invoices when payment is due. Once created, a contract enters an approval workflow. Services that are part of a contract are in the inactive, running, expired, or closed state. You can activate or close all the services that are part of a contract. To renew a service listed in a contract, you can update the end date of the service. You can create an invoice or sales order from the contract. Dolibarr's main dashboard alerts you with an orange flag when at least one service has expired. Dolibarr allows you to configure the number of days before or after the expiration date at which point the flag should be shown. Introduction: (0:00) Prerequisites: (0:14) Creating a Contract: (0:54) Validating & Sending the Contract: (3:00) Contracts - Module Features: (3:30) Managing Services: (4:51) Expiry Alerts: (5:36) Adding Custom Fields: (6:03) Conclusion: (6:18) #dolibarr #erp #crm #contracts #subscriptions