Differences

This shows you the differences between two versions of the page.

--- dolibarrconnectoruserguide [2014/07/28 15:22] – created fappels
+++ dolibarrconnectoruserguide [2023/04/14 14:40] (current) – [Activate module] fappels
@@ Line 1: / Line 1: @@
 ====== Dolibarr connector ======
+===== Installation =====
+==== Standard installation ====
+If you get the module in a zip file (like when downloading it from the market place [[https://www.dolistore.com|Dolistore]], go into
+menu **Home - Setup - Modules - Deploy external module** and upload the zip file.
+To connect the Mobilid application you need to select the Dolibarr Custom connector in the Mobilid setup.
+==== Root installation ====
+You can also use old Dolibarr root procedure.
+Place module_extdirect-1.0.x.zip file into dolibarr root directory on your server.
+Uncompress file with command:
+<code>unzip module_extdirect-1.0.x.zip</code>
+For this mode you need to select the Dolibarr Root connector in the Mobilid setup.
+==== Git clone installation ====
+The connector module files are located in the 'extdirect' subfolder of the git repo.
+You can clone the repo in your dolibarr custom folder, but you need to make a symbolic link to the 'extdirect' subfolder.
+For the community version [[https://github.com/fappels/dolibarrextdirect|dolibarrextdirect]] you need to run command:
+<code>ln -s dolibarrextdirect/extdirect extdirect</code>
+For the payed [[https://github.com/fappels/dolibarr-mobilid|dolibarr-mobilid]] you need to run command:
+<code>ln -s dolibarr-mobilid/extdirect extdirect</code>
+For this mode you need to select the Dolibarr Custom connector in the Mobilid setup.
+===== Module setup =====
+==== Activate module ====
+To use this module, you must first enable it.
+{{ :module_enable.png?nolink&640 |Activate module}}
+  - With an administrator account, go on page "Home - Setup - Modules".
+  - Choose the "interfaces modules" tab.
+  - Look for the "MOBILID CONNECTOR" or "EXTDIRECT" module.
+  - Then click on "Activate" toggle switch.
+  - 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.
+{{ :module_admin.png?nolink&640 |Module Auto assign}}
+  - Choose the authentication tab.
+  - Set Parameter 'Auto Assign' to 'yes' and click 'Modify'.
+  - Set 'Auto User' parameter to user which will be assigned to every Mobilid connection and click 'Modify'.
+  - Click 'Refresh' to see new connections.
+== 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.
+{{ :confirm_setup.png?nolink&640 |Controlled assignment}}
+  - Set Parameter 'AutoAsign' to 'No' and click 'Modify'.
+  - Connect Mobilid (Set URL and Indentification in Mobilid Settings and push back button) and click 'Refresh'.
+  - Select Dolibarr user to assign to the connection request.
+  - Click 'Save'.
+  - Tap 'Yes' in Mobilid to confirm the connection.
+  - When you 'Refresh' again you should see the 'Acknowledge' flag set.
+You can use this screen also to monitor which type and when a device was last connected. The list is sorted on last connection.
+After connecting you can change still change assigned Dolibarr user or the request identification in the Mobilid app.
+**Important, when adding a connection your need to tap the '+' button, only when moving your server you may change the connection URL**
+=== 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), the duration between start and finish is also shown.
+You can filter activities by dolibarr user, when filtered you will have links to the objects handled by an activity.
+===== 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. All stock related modules are compatible with the Dolibarr lot/serial module.
+==== Stock Inventory ====
+You must enable the 'Products' and 'stocks' modules to be able to use the Mobilid Inventory module. Check your stock value before start counting your stock qty, Mobilid will adjust qty immediately.The changes done by the module can be monitored in the 'Stock movements' list in Dolibarr.
+{{ :stock_monitor.png?nolink&640 |Stock movements}}
+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 ====
+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 to sign orders.
+==== Dispatch supplier order ====
+This is an optional module, please contact [[mailto:info@z-application.com|Z-Application]] for receiving a licence key.
+You need to activate the option 'Increment stock on Dispatch supplier order' in the 'Stock' module.