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Table of Contents
Mobilid Android ERP/CRM client
Installation
Application download and installation
Search for ‘Mobilid’ in the Google Play application store on your device or click here. After installation you should find the Mobilid Icon on your device home screen or in the downloaded applications list. Tap the Icon to launch the application.
Application configuration
Connector setup
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. You can’t enter your personal user account of the used system. Instead you need to enter a name (for example your first name) to identify yourself to the server. The server administrator needs to assign a system user account to your identification. Only after this assignment you can access the server data. See Dolibarr connector documentation for instructions. You also need to provide this name when requesting your license key. You can share your device with multiple users or connect to multiple servers. Each user-server combination has its own application settings. 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.
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.
Bluetooth setup
If your device has bluetooth capability, you can configure an external bluetooth barcode scanner in the setup screen.
Following devices are supported:
- Microvision ROV
- Opticon OPN-2002
If you want to know if your device can be supported, contact: info@z-application.com
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 !).
connection ==== A demo connection is available at http://dolidemo.cloudapp.net/dolibarr. Use this URL in the 'provider' field and you can connect to the demo by entering any text in the 'indentification' field. If you want to add products or validate orders, you can login into the demo Dolibarr setup with login 'demo' and password 'demo'.
For trying inventory barcode scanning, there is a product available with barcode:
For trying customer barcode scanning, there is a customer available with barcode:
Scan customer barcode in customer search screen to add a new order for this customer in the order module.
Application usage
Home screen description
After app startup, the following screen will always be shown:
Almost ervery screen has its own menu, this is the main menu:
Inventory Module
Module to do products inventory.
Product search
When the inventory module is started you will get a product search screen.
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, you can move stock from current warehouse to selected warehouse.
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 barcode scanning
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 'all' warehouse, you will have to select a warehouse in the product screen before you can start counting your stock. If you set a specific warehouse location in the main screen, you can immediately start counting stock.
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:
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 scanner is available, simply scan the barcode and the picked count will be incremented.
You will get a visual and audio alert when Asked or system Stock limit is reached.
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), the lock symbol will also appear. In this case you won't get an alert when opening the order.
Prospect module
Module to contact prospects and make appointments.
Company search, fitler and sort
Prospect processing
View, edit or communicate with company.
Show and add Contacts
View, edit or communicate with contact.
Show and add Agenda events
Show, edit and add agenda events.
Order module
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/services to order. Tap the add product button to search and add a new product or service. Orders and order-lines are instantly created on the remote server. Order totals are calculated by the server.
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/services to order
Search, fitler and sort products, select product or service to add to order.
Adjust required quantity and discount and tap 'Add to order' or 'Save' if you are editing existing orderline.