dolibarrconnectoruserguide
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dolibarrconnectoruserguide [2014/07/28 15:22] – created fappels | dolibarrconnectoruserguide [2014/08/02 11:43] – add module usage fappels | ||
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====== Dolibarr connector ====== | ====== Dolibarr connector ====== | ||
+ | ===== Installation ===== | ||
+ | Place module_dolibarrextdirect-1.0.x.zip file into dolibarr root directory on your server. | ||
+ | Uncompress file with command: | ||
+ | < | ||
+ | Module is ready to setup. | ||
+ | ===== Module setup ===== | ||
+ | ==== Activate module ==== | ||
+ | To use this module, you must first enable it. | ||
+ | {{ : | ||
+ | - With an administrator account, go on page "Home - Setup - Modules" | ||
+ | - Choose the " | ||
+ | - Look for the " | ||
+ | - Then click on " | ||
+ | - Click on module configuration icon to setup the connector. | ||
+ | |||
+ | ==== Module administration ==== | ||
+ | === Mobilid connect === | ||
+ | == Automatic assignment == | ||
+ | This mode will automatically connect Mobilid to your system, only use this mode for demo purposes. | ||
+ | |||
+ | {{ : | ||
+ | - Choose the authentication tab. | ||
+ | - Set Parameter 'Auto Assign' | ||
+ | - Set 'Auto User' parameter to user which will be assigned to every Mobilid connection and click ' | ||
+ | - Click ' | ||
+ | == Controlled assignment == | ||
+ | In this mode you need to confirm each new Mobilid connection, you can also remove (block) a connection. If you remove a connection in the settings screen of the Mobilid app, it will also be removed from the connector. | ||
+ | |||
+ | {{ : | ||
+ | - Set Parameter ' | ||
+ | - Connect Mobilid (Set URL and Indentification in Mobilid Settings and push back button) and click ' | ||
+ | - Select Dolibarr user to assign to the connection. | ||
+ | - Click ' | ||
+ | - Tap ' | ||
+ | - When you ' | ||
+ | You can use this screen also to monitor which type and when a device was last connected. The list is sorted on last connection. | ||
+ | === Activity tracking === | ||
+ | Choose the Activities tab to see all activities of the connected apps. You can see when a Mobilid module was started and finished (timetracking). | ||
+ | ===== Module update ===== | ||
+ | When an existing installation is updated, disable and re-enable module to update module database. | ||
+ | |||
+ | ===== Module usage ===== | ||
+ | This chapter gives you some tips on how to manage actions performed by Mobilid in the Dolibarr ERP System. | ||
+ | Give the Mobilid user the correct permissions to the modules used by Mobilid. | ||
+ | ==== Stock Inventory ==== | ||
+ | You must enable the ' | ||
+ | |||
+ | {{ : | ||
+ | - Select Products/ | ||
+ | - Select Stock movements. | ||
+ | - Check inventory changes. | ||
+ | - Check warehouse movements. | ||
+ | |||
+ | Tip: When you start using Dolibarr and you have an existing stock, first add all your products (width barcodes) into Dolibarr. Then go to your warehouse and enter the physical stock amounts using Mobilid. | ||
+ | ==== Order Picking ==== | ||
+ | Enable the Shipments module, the picking module will create draft shipments from the collected orders. You still need to validate end send the shipment using the Dolibarr system. | ||
+ | ==== Prospect contacting ==== | ||
+ | Enable the Agenda module, to be able to add events. | ||
+ | ==== Order creating ==== | ||
+ | The order module will create Draft orders, you can validate them in Dolibarr. If required, you can print the order to have it signed by the Customer. Mobilid has not yet the ability the sign orders. |
dolibarrconnectoruserguide.txt · Last modified: 2023/04/14 14:40 by fappels