androidclientuserguide
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androidclientuserguide [2014/10/29 23:35] – [Order module] Add order tutorial fappels | androidclientuserguide [2021/06/09 18:02] (current) – [Application configuration] replace bad screenshot fappels | ||
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==== Application download and installation ==== | ==== Application download and installation ==== | ||
- | Search for ‘Mobilid’ in the Google Play application store on your device or click [[https:// | + | Search for ‘mobilid dolibarr’ in the Google Play application store on your device or click [[https:// |
---- | ---- | ||
==== Application configuration ==== | ==== Application configuration ==== | ||
- | === Connector setup === | + | === Connection configuration |
On first installation the application will show the setup screen by default, you can always change these settings. | On first installation the application will show the setup screen by default, you can always change these settings. | ||
- | To be able to connect to the ERP system server, you will need to set the server url and a name to identify yourself. | + | To be able to connect to the Dolibarr |
- | You can’t enter your personal user account | + | The default URL will the demo server URL, you can change to your own URL before connecting to demo. IMPORTANT, if you are already connected the demo server, do not change the Demo url, but first remove the Demo connection by tapping the ' |
- | You can share your device with multiple users or connect to multiple servers. Each user-server combination has its own application settings. | + | |
- | {{ :pasted:20141018-124836.png?nolink640 | + | == Field descriptions == |
+ | * The connector type select field allows you to choose how you installed the connector, standard custom or the unzip in dolibarr root installation. You also have a normal or slow version, the slow version has extended connection timeout (for example slow 3G connection or some slow background sync process on object updates, like sending email to customer). The slow mode also limits the pre-loaded object lists to 25 items. | ||
+ | * The URL text field is your Dolibarr url, the same you enter in your web navigator. Standard Mobilid only allows secure https connection. | ||
+ | * The identification test field is not your personal user account | ||
+ | * License text field for the add-key required for activation | ||
+ | |||
+ | {{ :pasted:20210609-180117.png?nolink& | ||
+ | |||
+ | == Toolbar description == | ||
+ | * With the back button you can confirm your configuration and return to the main screen. | ||
+ | * Bottom left scan button allows to scan an add-on key QR code into the license text field. If you have barcode reader which can scan QR code, you can also use device or Bluetooth barcode reader. | ||
+ | * With the bottom connection select field you can switch your server connection to another stored connection. You can have multiple connection to same server (to be able to switch user) or to multiple server (for switch between different Dolibarr). | ||
+ | * The plus button is used for adding a new connection. | ||
+ | * Trash button for deleting a connection. | ||
---- | ---- | ||
- | {{ : | + | |
On first connect, the server administrator has to assign a system user to your connection request. Tap ‘yes’ when assignment is done, if successful you will get a message with the assigned system user and will go to the Main application screen. | On first connect, the server administrator has to assign a system user to your connection request. Tap ‘yes’ when assignment is done, if successful you will get a message with the assigned system user and will go to the Main application screen. | ||
- | [[connecttutorial|Mobilid Connect Tutorial]] | + | {{: |
---- | ---- | ||
- | === Bluetooth setup === | ||
- | If your device has bluetooth capability, you can configure an external bluetooth barcode scanner in the setup screen. | + | [[connecttutorial|Mobilid Connect Tutorial]] |
- | Following devices are supported: | ||
- | * Microvision ROV | ||
- | * Opticon OPN-2002 | ||
- | |||
- | If you want to know if your device can be supported, contact: [[mailto: | ||
- | ---- | ||
- | {{ : | ||
- | ---- | ||
- | {{ : | ||
- | ---- | ||
- | {{ : | ||
- | When pairing a new bluetooth device you will need to enter a PIN code from the pairing device, for the OPN2002 you will need to enter the last 4 characters of the device name. If the characters contain alpha characters you need to enable Alpha-Numeric input mode. In this example you will need 4BEE (in uppercase !). | ||
---- | ---- | ||
- | | + | A demo connection is available at [[https:// |
- | A demo connection is available at [[http:// | + | |
If you want to add products or validate orders, you can login into the demo Dolibarr setup with login ' | If you want to add products or validate orders, you can login into the demo Dolibarr setup with login ' | ||
== For trying inventory barcode scanning, there is a product available with barcode: == | == For trying inventory barcode scanning, there is a product available with barcode: == | ||
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{{ : | {{ : | ||
Scan customer barcode in customer search screen to add a new order for this customer in the order module. | Scan customer barcode in customer search screen to add a new order for this customer in the order module. | ||
+ | == For selecting warehouse: == | ||
+ | {{ : | ||
+ | Scan barcode in warehouse select page. | ||
---- | ---- | ||
- | ===== Application usage ===== | + | === Bluetooth setup === |
- | ==== Home screen description ==== | + | If your device has Bluetooth capability, you can configure an external Bluetooth barcode scanner in the setup screen. You need to configure your scanner in SPP mode, in SPP mode you don't need to put focus on a field like HID mode requires. |
- | After app startup, the following | + | |
---- | ---- | ||
- | {{ :home_screen_resize.png?nolink800|Home screen}} | + | == Field descriptions == |
+ | * The Bluetooth slider button is for enabling the Bluetooth connectivity. When you enable you will be asked to scan for new to pair devices or to skip and when your device is already known for your Android device. When you do want to scan for new devices, be sure your devices is already in pairing mode. When pairing a new Bluetooth device you will need to enter a PIN code from the pairing device, for the OPN2002 you will need to enter the last 4 characters of the device name. If the characters contain alpha characters you need to enable Alpha-Numeric input mode. | ||
+ | * The device type select field defines scanner model, each model has it's own barcode string end (CR, LF, both or none). the ' | ||
+ | * The device select field lets you choose your connectable Bluetooth device. | ||
+ | {{ :pasted: | ||
---- | ---- | ||
- | {{ : | ||
- | Almost ervery screen has its own menu, this is the main menu: | ||
- | ---- | ||
- | ==== Inventory Module ==== | ||
- | Module to do products inventory. | + | == Tutorial video == |
- | [[inventorytutorial|Mobilid Inventory Tutorial]] | + | [[pairconnect|Pair bluetooth scanner]] |
- | === Product search === | + | [[pairedconnect|Connect Paired bluetooth scanner]] |
- | When the inventory module is started | + | If you are not sure your Barcode reader is supported, please send technical info to [[mailto: |
---- | ---- | ||
- | {{ : | ||
- | ---- | ||
- | {{ : | ||
- | Normally, when counting stock, you first select your current warehouse location in the main screen menu. If you don't select a specific warehouse, the product list will be grouped by available warehouses. | ||
- | ---- | ||
- | === Inventory module settings === | ||
- | ---- | ||
- | {{ : | ||
- | ---- | ||
- | === Product count === | ||
- | You can change the stock count by changing the stock field value or by the increment - decrement buttons. You can alter the step size for these buttons, to count for example rows of products on a pallet. | ||
- | ---- | ||
- | {{ : | ||
- | ---- | ||
- | === Move Stock === | ||
- | By changing the warehouse selectfield, | + | === Android Terminal |
- | ---- | + | |
- | {{ : | + | |
- | ---- | + | |
- | === Validate stock count === | + | |
- | ---- | + | |
- | {{ : | + | |
- | When you return from the inventory count screen, you will be asked to validate your stock count. If you should forget to return to the home screen, for example you switch to another app and Mobilid is stopped by the OS, your current changes are always stored and will be reloaded when starting the module again. | + | |
- | ---- | + | |
- | === Bluetooth | + | |
- | Scanning a barcode with a bluetooth scanner in the inventory module will do: | + | |
- | == Scan in main screen when inventory module active == | + | |
- | Product will be loaded if found in Dolibarr. When your location is ' | + | |
- | == Scan in product search list == | + | |
- | Same as scanning from main screen. | + | |
- | == Scan in product batch search list == | + | |
- | Product batch will be loaded for a scanned batch code, product code cannot be scanned. You must select a warehouse location in the main screen to be able to scan batch codes. | + | |
- | == Scan in product count screen == | + | |
- | Product count will be incremented by one, scanning a wrong barcode will give a warning signal. When product is batch managed you need to scan the batch code of the product. Remember to clear stock count to zero when counting from scratch. | + | |
- | ---- | + | |
- | ==== Order Picking Module ==== | + | |
- | Module to collect customer orders, select order from list: | + | Mobilid also can read barcodes |
- | [[pickingtutorial|Mobilid Picking Tutorial]] | + | == Field descriptions == |
- | ---- | + | * The Pda Scan mode select field is only available on the [[https:// |
- | {{ : | + | * Broadcast name barcode reader text field is for entering de Broadcast intent name. If your terminal supports reading barcode from a Broadcast indent you can enter the value here. Check your manual or ask your device supplier if the is available |
- | ---- | + | * Broadcast data key text field is a second value that should |
- | Pick product by tapping the product line and select the pick count, or pick one item by simply swiping the product line. If a barcode | + | * The Disable Camera scan checkbox will disable the soft scan button which actives the camera scanner, on a terminal |
- | ---- | + | |
- | {{ : | + | |
- | ---- | + | |
- | {{: | + | |
- | You will get a visual | + | |
- | ---- | + | |
- | {{ :screenshot_2013-11-08-22-40-43.png? | + | |
- | Multiple users can pick from the same order list. When an order is being picked by another user, there be a lock icon visible in the list. If you still do open the order, you will get an alert. If the order was not finished properly by yourself (no cancel or validation), | + | |
- | ---- | + | |
- | ==== Prospect module ==== | + | |
- | Module to contact prospects and make appointments. | + | {{ : |
- | === Company search, fitler and sort === | ||
---- | ---- | ||
- | {{ : | + | === Other configuration === |
- | ---- | + | == Field descriptions == |
- | {{ : | + | * The Language sync checkbox is to reload the language localization. When you change your system user-display language or if the connector is upgraded to a newer version, you will need to synchronize the display language. |
- | ---- | + | * The auto save checkbox will allow not to show confirmation popups when saving data to the server, be careful because pressing the back button will save you changes without any notification. |
- | {{ : | + | * The clear search |
- | ---- | + | * Chars for trigger select field sets number of chars to enter in search field before search will start. |
- | {{ : | + | * Show Photos checkbox will show product images and company logo in the lists and forms. |
- | ---- | + | * Allow editing when adding photos will add some basic photo editing like cropping before upload product photos to the server. |
- | === Prospect processing === | + | * With the Quality slider you can modify jpg quality of photo send to server. |
- | View, edit or communicate with company. | + | {{ :pasted: |
- | ---- | + | |
- | {{ :prospect_resize_resize.png? | + | * Barcode trim prefix and suffix numeric fields allow you to remove a number of characters from beginning |
- | ---- | + | * Version information fields are read only field containing info on application version, connector version, Dolibarr version and Dolibarr timezone. |
- | {{ : | + | |
- | ---- | + | {{ :pasted:20210607-210517.png? |
- | === Show and add Contacts === | + | ===== Application usage ===== |
- | View, edit or communicate with contact. | + | |
- | ---- | + | |
- | {{ :contact_search_resize.png? | + | |
- | ---- | + | |
- | {{ :contact_search_menu_resize.png? | + | |
- | ---- | + | |
- | {{ : | + | |
- | ---- | + | |
- | {{ : | + | |
- | ---- | + | |
- | === Show and add Agenda events | + | |
- | Show, edit and add agenda events. | + | ==== Home screen description ==== |
+ | After app startup, the following screen will always be shown: | ||
+ | {{ : | ||
+ | === Main screen === | ||
+ | * Main screen will show a list of your available modules. | ||
+ | * To open module you tap on the module. | ||
+ | * To disable/ | ||
+ | * If you return from a module, there will be an active sign. The module with the active sign will used to search object from scanned barcode. | ||
+ | * Top toolbar always shows the menu button on the right and the return button on the left. Also the module screens will have this button. The return button will always exit and save changes. The menu button will show a menu, main screen and module screens have there own menu. | ||
+ | * When you have a Bluetooth device connected to Mobilid, you will have a Bluetooth icon shown. | ||
+ | * Bottom toolbar always has scan button to open camera scanner. In main screen complete toolbar is scan button and show the connected Dolibarr user and the actual warehouse selected. | ||
+ | |||
+ | === Main menu === | ||
+ | {{ : | ||
+ | * Settings menu option will open the main settings screen. | ||
+ | * Location menu option will let you choose your actual warehouse location. If you select a warehouse here, only products located in this warehouse are shown. If you select the ' | ||
+ | {{ : | ||
+ | * Refresh option will reload all module and warehouse list. | ||
+ | * The dolibarr option will show an in-app window with your dolibarr. | ||
+ | {{ : | ||
---- | ---- | ||
- | {{ : | + | ===== Modules ===== |
- | ---- | + | ==== Standard modules ==== |
- | {{ : | + | == Module to do products inventory == |
- | ---- | + | [[inventorymodule|Inventory]] |
- | {{ : | + | == Module to collect customer orders == |
- | ---- | + | [[pickingmodule|Picking]] |
- | {{ : | + | == Module to create customer orders |
- | ---- | + | [[ordermodule|Order]] |
- | {{ : | + | == Module to contact and meet your prospects and customers |
- | ---- | + | [[prospectmodule|Prospect]] |
- | {{ : | + | |
- | ---- | + | |
- | ==== Order module | + | |
- | [[ordertutorial|Mobilid Order Tutorial]] | + | ==== Optional Add-On modules ==== |
+ | == Module to receive your supplier order goods == | ||
+ | [[dispatchmodule|Dispatch]] | ||
- | ---- | ||
- | === Select or create new draft order === | ||
- | ---- | ||
- | {{ : | ||
- | Select a draft order from lis to modify order or tap 'New order' button to create a new blank order. | ||
- | ---- | ||
- | {{ : | ||
- | === Module settings === | ||
- | ---- | ||
- | {{ : | ||
- | View order, change payment conditions or add products/ | ||
- | ---- | ||
- | {{ : | ||
- | Change or remove orderlines. Scan product barcode to add new product or increment existing order-line containing scanned product. | ||
- | ---- | ||
- | === Create new order === | ||
- | {{ : | ||
- | Search, filter and sort customers, select or create a new customer for creating a new order. | ||
- | ---- | ||
- | {{ : | ||
- | Change customer attributes if necessary by tapping the edit button from the menu. Entering country and state is not yet provided for a customer, you will have to change this in the ERP system. Tap the order button to create a new draft order for the customer. | ||
- | ---- | ||
- | === Add products/ | ||
- | {{ : | ||
- | Search, fitler and sort products, select product or service to add to order. | ||
- | ---- | ||
- | {{ : | ||
- | Adjust required quantity and discount and tap 'Add to order' or ' | ||
- | ---- |
androidclientuserguide.txt · Last modified: 2021/06/09 18:02 by fappels