Fluxograma no Microsoft Visio Parte 1

Introduction and Channel Overview

The video begins with the host introducing himself as Jr and explaining that his channel covers various topics related to Microsoft Office, including Excel, PowerPoint, Power BI, and Visio. He expresses gratitude for the support from viewers and emphasizes the goal of providing helpful content for work, school, and other activities.

Milestone - 50th Video

The host acknowledges reaching the milestone of 50 videos and thanks viewers for their support through sharing, liking, and engaging with the content.

Introduction to Creating a Sales and Logistics Process Flowchart in Microsoft Visio

The host introduces the topic of creating a flowchart for a sales and logistics process using Microsoft Visio. He explains that the flowchart will cover steps from customer purchase to product delivery.

Benefits of Using Microsoft Visio for Flowchart Creation

The host highlights the advantages of using Microsoft Visio for creating flowcharts. He mentions that it offers detailed tools specifically designed for this purpose and recommends it as a suitable program for flowchart creation.

Starting a New Diagram in Microsoft Visio

The host demonstrates how to start a new diagram in Microsoft Visio by selecting "Blank Drawing" from the available templates. He adjusts the page orientation to landscape mode to provide more space for creating the flowchart.

Choosing Flowchart Shapes in Microsoft Visio

The host explains that there are different types of flowchart shapes available in Microsoft Visio. He shows three categories: Basic Flowchart, Cross-Functional Flowchart, and Workflow Diagram. He suggests using the Basic Flowchart shapes for simplicity but mentions that additional shapes can be added for more detailed flowcharts.

Understanding the Process Before Creating a Flowchart

The host emphasizes the importance of understanding the process before creating a flowchart. He shares his background in logistics and programming and highlights the need to have a clear understanding of the process from start to finish.

Starting with Customer Purchase as the Beginning of the Process

The host explains that for this particular flowchart, they will begin with customer purchase as the starting point. He demonstrates how to add a shape representing this step and renames it as "Sales."

Adding Additional Steps and Functions to the Flowchart

The host continues adding steps to the flowchart by adding shapes representing different functions or processes involved in sales and logistics. He explains how to connect these shapes using arrows to indicate their sequence.

Adding Start Shape and Changing its Color

The host adds a start shape at the beginning of the flowchart to represent its initiation. He changes its color and labels it as "Start" for clarity.

Renaming Shapes and Adjusting Function Labels

The host renames some of the shapes in the flowchart, specifically changing one shape's label from "Process" to "Sales." This helps provide clearer descriptions for each step in the process.

These are key points from each section of the transcript, organized chronologically with relevant timestamps provided.

Process Flowchart Creation

In this section, the speaker discusses the process of creating a flowchart and its importance in identifying process flaws and errors.

Creating the First Process - Client Selection

• The first step is to create the first process, which is client selection.

• The decision of who chooses the product is made here.

• The product chosen by the client leads to the next step.

Connecting Client Selection to Payment

• After the client selects a product on the website, a connection needs to be established between these two steps.

• A connector is used to create this connection by dragging it from one step to another.

Payment Process

• Once the client has selected a product, they proceed with making payment.

• The payment can be made through various methods such as credit card or bank transfer.

Importance of Creating a Flowchart

• Creating a flowchart helps identify flaws and errors in the process.

• By analyzing each step in detail, it becomes easier to pinpoint where delays or mistakes are occurring.

• For example, if there is a delay between client selection and payment, it can be identified and addressed.

Decision Icon - Confirmation of Payment Method

• The decision icon represents a question or decision point in the process flowchart.

• In this case, it represents confirming the payment method chosen by the client.

• Examples of questions that can be asked include whether payment was made via credit card or bank transfer.

Confirmation of Payment Method - Credit Card or Bank Transfer

• If payment was made via credit card, it leads to immediate confirmation of purchase.

• If payment was made via bank transfer (boleto bancário), confirmation may take up to 2 business days.

Next Step - Confirmation of Purchase

• After confirmation of purchase, there is another decision point regarding how quickly confirmation occurs.

• If payment was made via credit card, confirmation is immediate.

• If payment was made via bank transfer, confirmation may take up to 2 business days.

Handling Non-Confirmation Scenarios

• If there is no confirmation of purchase, the order is canceled.

• Non-confirmation scenarios include cases where the client's credit card is blocked or if they do not pay the boleto bancário.

The transcript has been summarized and organized into sections based on the content.

New Section

This section discusses the cancellation of an order and the process of creating a small document.

Order Cancellation and Document Creation

• E aí: The conversation starts with a greeting.

• é cancelado: The speaker mentions that something is canceled.

• E aí o pedido cancelado E se sim a gente pode inserir aqui um objeto vamos mexer aqui na nossas formas o objeto: There is a discussion about canceling an order and inserting an object into a document.

• e vão criar esse documento aqui pequenininho fazer para cá: They talk about creating a small document.

• e deixar ele aqui e como colocar aqui uma outra forma também E se sim o pedido: They discuss leaving the document in place and adding another form if necessary.

• é gerada o ou podemos deixar assim direto acho que foi melhor que né vamos limpar aqui: They mention generating something or leaving it as it is, deciding to clean up.

• ó e aqui é o clipe com direito a editar texto escrevo pedido gerado um: They mention editing text related to the generated request.

• Ah tá e observe que a arraia que tá saindo fora então você puxa ela para baixo tá arrastar aqui ó: They explain how to move an element downwards in the document.

• e pronto E aí E aí o pedido gerado pedido cancelado do pedido cancelado que que a gente pode escrever ainda pode colocar aqui um outro ícone: They mention the generated request and canceled order, discussing adding another icon.

• a mulher cone de e-mail deixa eu ver qual que é aqui: They talk about an email-related icon.

• web correio esse daqui nós vamos colocar esse daqui se representa por exemplo um e-mail E aí e Vamos conectar Lu: They discuss connecting an email-related icon.

• o quê: Someone asks a question.

• Oh e vamos escrever aqui: They mention writing something.

• E aí o e-mail é de cancelamento: They discuss the cancellation email.

• G1 não enviado: They mention something related to G1 not being sent.

• e ao cliente: They mention something related to the customer.

• o homem tá aqui ó só bóia nós vamos trazer ficará para cá Ah tá Observe que é muito fácil você alinhar aqui no vídeo seu fluxograma você vai arrastando os ícones e vai tendo as suas setas aqui as minhas né pontilhadas verde que mostra o alinhamento: There is a discussion about aligning elements in a video using icons and arrows.

New Section

This section reviews the process discussed earlier and introduces the confirmation of purchase.

Reviewing the Process

• é legal então vamos revisar aqui nosso processo então iniciamos o cliente escolhe o produto pagamento o pagamento é via cartão de crédito se sim a confirmação é na hora senão o pagamento via boleto bancário a confirmação de compra em até 2 dias úteis Ok vamos para o próximo a parte que a confirmação de compra: They review the process, starting with the customer choosing a product and discussing payment options and confirmation of purchase.

New Section

This section concludes the discussion on order cancellation and email notifications.

Order Cancellation and Email Notifications

• Ah tá ok se sim pedido a gerado senão o pedido é cancelado e o e-mail de cancelamento enviado ao cliente é isso então foi a nossa primeira parte aqui no nosso da nossa série aqui sobre fluxograma tá então a próxima nos próximos vídeos daremos continuidade espero que estejam gostando do tema caso tenha ficado com alguma dúvida: They conclude the discussion on order cancellation, mentioning that if an order is generated, an email notification is sent to the customer. They also mention that this is part one of their series on flowcharts.