dolibarrconnectoruserguide
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dolibarrconnectoruserguide [2014/08/01 22:34] – [Module administration] create content fappels | dolibarrconnectoruserguide [2017/05/18 12:50] – [Module administration] object links fappels | ||
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====== Dolibarr connector ====== | ====== Dolibarr connector ====== | ||
===== Installation ===== | ===== Installation ===== | ||
- | Place module_dolibarrextdirect-1.0.x.zip file into dolibarr root directory on your server. | + | Place module_extdirect-1.0.x.zip file into dolibarr root directory on your server. |
Uncompress file with command: | Uncompress file with command: | ||
- | < | + | < |
Module is ready to setup. | Module is ready to setup. | ||
+ | |||
+ | You can also install the module using the Dolibarr admin tools Upgrade/ | ||
===== Module setup ===== | ===== Module setup ===== | ||
==== Activate module ==== | ==== Activate module ==== | ||
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== Automatic assignment == | == Automatic assignment == | ||
This mode will automatically connect Mobilid to your system, only use this mode for demo purposes. | This mode will automatically connect Mobilid to your system, only use this mode for demo purposes. | ||
+ | |||
{{ : | {{ : | ||
- Choose the authentication tab. | - Choose the authentication tab. | ||
- | - Set Parameter 'AutoAsign' to ' | + | - Set Parameter 'Auto Assign' to ' |
- | - Set 'AutoUser' parameter to user which will be assigned to every Mobilid connection and click ' | + | - Set 'Auto User' parameter to user which will be assigned to every Mobilid connection and click ' |
- Click ' | - Click ' | ||
== Controlled assignment == | == 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. | 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 ' | - Set Parameter ' | ||
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- When you ' | - 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. | You can use this screen also to monitor which type and when a device was last connected. The list is sorted on last connection. | ||
+ | |||
+ | **Important, | ||
=== Activity tracking === | === 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). | + | Choose the Activities tab to see all activities of the connected apps. You can see when a Mobilid module was started and finished (timetracking), the duration between start and finish is also shown. |
+ | You can filter activities by dolibarr user, when filtered you will links to the objects handled by an activity. | ||
===== Module update ===== | ===== Module update ===== | ||
When an existing installation is updated, disable and re-enable module to update module database. | When an existing installation is updated, disable and re-enable module to update module database. | ||
===== Module usage ===== | ===== 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. All stock related modules are compatible with the Dolibarr lot/serial module. | ||
==== Stock Inventory ==== | ==== Stock Inventory ==== | ||
+ | You must enable the ' | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Tip: When you start using Dolibarr and you have an existing stock, first add all your products into Dolibarr. Then go to your warehouse and enter the physical stock amounts using Mobilid. | ||
==== Order Picking ==== | ==== 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 ==== | ==== Prospect contacting ==== | ||
+ | Enable the Agenda module, to be able to add events. | ||
==== Order creating ==== | ==== 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 to sign orders. | ||
+ | ==== Dispatch supplier order ==== | ||
+ | This is an optional module, please contact [[mailto: | ||
+ | You need to activate the option ' |
dolibarrconnectoruserguide.txt · Last modified: 2023/04/14 14:40 by fappels