DoliPlus Business Management From quote to payments Module 1.20 DoliPlus Training

Training objectives

Understand the role of a management software in an organization.
Learn how to configure the DoliPlus application according to your needs.
Use the software’s common functions.

Prerequisites

This training requires no prior knowledge.

Target audience

All audiences

Teaching methods

Active methods based on solving the participants’ issues.
Theoretical inputs linked to the participants’ experience.
Practical examples and case studies help participants master the software.
Resources: Video projection. One computer per participant.

Duration

7 hours

DoliPlus Business Management Training Plan

Commercial offers

• Customizing documents
• Creating a document
• Managing contacts and dependencies
• Adding photos and technical documents as attachments
• Alert system: follow-up on quotes or invoices
• The workflow and its configuration
• Formatting and printing documents
• Storing other related information in the document library
• Payment terms
• Delivery deadlines
• Delivery address
• Closing a proposal and converting it into an order or invoice
• Managing follow-ups and success probabilities
• Statistical reports

Customer orders

• Creating customer orders
• The workflow and its configuration
• Managing contacts and dependencies
• Checking stock and preparing shipments
• Preparing production
• Statistical reports

Customer invoices

1. Standard invoices
2. Advance invoices
3. Credit notes
4. Predefined and replacement invoices
5. Chasing invoices: Creating personalized email messages
6. Managing contacts and dependencies
7. Management views
8. Reports, statistics

Service contracts

• Opening a contract
• Billing a contract
• Contract lifecycle management

Revenue management

• Managing bank transfers
• Managing bank accounts
• VAT
• Bank

Evaluation

Quiz

Summary and questions

Summary, questions and oral final review