Tutorial 7 - EN - Sales Orders in Dolibarr ERP CRM

Manage your Sales Orders with Dolibarr ERP CRM - English version

In Dolibarr, a Sales Order is usually created from a commercial proposal or a contract that has been accepted by your customer. In this scenario, all the information defined in the commercial proposal or contract such as the customer details, products, and services is copied into the Sales Order automatically.

Dolibarr links the Sales Order with the commercial proposal or contract from which it was created, thus allowing for easy traceability. Once the Sales Order is created, it enters into an approval workflow. For easy navigation, Dolibarr provides list views based on the status of the Sales Orders such as Draft, Validated, In Process, Delivered, and Cancelled.

You must decide, based on your own internal workflow, the order of events according to which you make the shipment from a sales order. Like most other Dolibarr modules, the Sales Order module can be customized to work according to your company's existing process.

If you need custom fields to capture any additional information in the sales order, you can use the custom fields option to add any number of fields to the sales order (See 6:01 for an illustration)

Introduction: (0:00)
Prerequisites: (0:13)
Creating a Sales Order: (0:54)
Validating and Sending the Sales Order: (3:07)
Sales Orders - Module Features: (3:34)
Expiry Alerts: (5:42)
Adding Custom Fields: (6:01)
Conclusion: (6:33)

#dolibarr #erp #crm #salesorders #so

[YogeshPatil-ipfy]

i want to add one extra column in description box (i.e Total Inc. Tax) . How to add it?