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androidclientuserguide [2015/02/17 13:46] – Add Dispatch module fappelsandroidclientuserguide [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://play.google.com/store/apps/details?id=net.zapplica.mobilid|here]]. After installation you should find the Mobilid Icon {{:icon.png?nolink&20|}} on your device home screen or in the downloaded applications list. Tap the Icon to launch the application.+Search for ‘mobilid dolibarr’ in the Google Play application store on your device or click [[https://play.google.com/store/apps/details?id=net.zapplica.mobilid|here]]. After installation you should find the Mobilid Icon {{:icon.png?nolink&20|}} on your device home screen or in the downloaded applications list. Tap the Icon to launch the application.
 ---- ----
 ==== 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 system server, you will need to set the server type, 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 serverThe server administrator needs to assign a system user account to your identification. Only after this assignment you can access the server data. See [[dolibarrconnectoruserguide|Dolibarr connector documentation]] for instructions. You also need to provide this name when requesting your license key. +The default URL will the demo server URL, you can change to your own URL before connecting to demoIMPORTANT, if you are already connected the demo server, do not change the Demo urlbut first remove the Demo connection by tapping the 'trash' button.
-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 versionyou will need to synchronize the display language. +
-{{ :pasted:20141018-124836.png?nolink640 |Connector Setup}} +
----- +
-{{ :screenshot_2013-11-08-19-00-28.png?nolink&240|Assignment Confirmation}} +
-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]]+== 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. You can download a less secure APK version [[downloads|here]] for connecting to your http server. You also need to enter explicit http, because Mobilid will default try https. Only if you move your server you can change the provider URL, you can't connect to another server by changing the provider URL. 
 +  * The identification test field is not your personal user account Dolibarr, 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 [[dolibarrconnectoruserguide|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. 
 +  * License text field for the add-key required for activation the additional modules. 
 + 
 +{{ :pasted:20210609-180117.png?nolink&320 |Connector Setup}} 
 + 
 +== 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.
  
-If you want to connect to multiple servers, you must tap the '+' button. Mobilid will setup a new connection to this server. You can switch between connections using the connection selector at the bottom. Only if you move your sever you can change the provider URL, you can't connect to another server by changing the provider URL. 
 ---- ----
-=== Bluetooth setup === 
  
-If your device has bluetooth capability, you can configure an external bluetooth barcode scanner in the setup screen.+On first connect, the server administrator has to assign a system user to your connection request. Tap ‘yes’ when assignment is doneif successful you will get a message with the assigned system user and will go to the Main application screen.
  
-[[pairconnect|Pair bluetooth scanner]]+{{:pasted:20210607-212817.png?nolink&320 |Assignment Confirmation}} {{ :pasted:20210607-212857.png?nolink&320|Assignment Confirmated}}
  
-[[pairedconnect|Connect Paired bluetooth scanner]]+----
  
-Following devices are supported: +[[connecttutorial|Mobilid Connect Tutorial]]
-  * Microvision ROV +
-  * Opticon OPN Data collector series+
  
-If you want to know if your device can be supported, contact: [[mailto:info@z-application.com?subject=Please%20support%20new%20barcode-scanner|info@z-application.com]] 
 ---- ----
-{{ :bluetooth_setp_resize.png?nolink&800|Bluetooth setup}} +A demo connection is available at [[https://dolidemo.zapplica.net/dolibarr]]. Use this URL in the 'provider' field and you can connect to the demo by entering any text in the 'indentification' field.
----- +
-{{ :bluetooth_srch_resize.png?nolink&750|Bluetooth search}} +
----- +
-{{ :pasted:20141017-212801.png?nolink&250|Bluetooth pair}} +
-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'. 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 inventory barcode scanning, there is a product available with barcode: ==
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 {{ :pasted:20141019-234024.png }} {{ :pasted:20141019-234024.png }}
 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: ==
 +{{ :barcode_warehouse.png |}}
 +Scan barcode in warehouse select page.
 ---- ----
-===== Application usage =====+=== Bluetooth setup ===
  
-==== Home screen description ==== +If your device has Bluetooth capabilityyou 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 screen will always be shown:+
 ---- ----
-{{ :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 'Opticon' type covers most models. See [[androidclientspecs|Mobilid Android client specifications]] for list of tested devices and which type to select. 
 +  * The device select field lets you choose your connectable Bluetooth device. 
 +{{ :pasted:20210607-165954.png?nolink&320 |Bluetooth setup}}
 ---- ----
-{{ :main_menu_resize.png?700|Main menu}} 
-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 you will get a product search screen+If you are not sure your Barcode reader is supported, please send technical info to [[mailto:info@z-application.com?subject=Please%20support%20new%20bluetooth-barcode-scanner|info@z-application.com]]
 ---- ----
-{{ :inventory_search_resize.png?nolink&800|Inventory search}} 
----- 
-{{ :multi_warehouse_search_resize.png?nolink&700|Multi warehouse search}} 
-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 === 
----- 
-{{ :inventory_settings_resize.png?nolink&800 |Inventory 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. 
----- 
-{{ :inventory_cnt_resize.png?nolink&800 |Inventory count}} 
----- 
-=== Move Stock === 
  
-By changing the warehouse selectfield, you can move stock from current warehouse to selected warehouse. +=== Android Terminal barcode readers ===
----- +
-{{ :move_stk_resize.png?nolink&800 |Move stock}} +
----- +
-=== Validate stock count === +
----- +
-{{ :screenshot_2013-11-08-22-22-37.png?nolink&240|Validate inventory}} +
-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 === +
-[[inventoryscan|Inventory bluetooth scanning]]+
  
-Scanning a barcode with a bluetooth scanner in the inventory module will do: +Mobilid also can read barcodes from Android terminal with build in barcode readers.
-== 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:+== Field descriptions ==
  
-[[pickingtutorial|Mobilid Picking Tutorial]]+  * The Pda Scan mode select field is only available on the [[https://buy.mobilid.eu/shop/en/android-terminals/2-pda401-1d-barcode-terminal.html|PDA401 device]]. You can select the scan time, timed (stop after 3 seconds), stop after valid code read or read continuous (no need to tap scan button for new read, will use more battery power). Other Terminal can have this setting in a device specific barcode reader configuration app. 
 +  * 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 on your device. Some Terminal do not have a Broadcast intent, for these devices some specific code is included in Mobilid and the devices are auto-detected at application startup. See [[androidclientspecs|Mobilid Android client specifications]] for list of supported devices and which is auto detected or needs Broadcast name configuration. If your device is not in list or has no broadcast intend please contact: [[mailto:info@z-application.com?subject=Please%20support%20new%20pda-barcode-scanner|info@z-application.com]] 
 +  * Broadcast data key text field is a second value that should be provided with the broadcast name. After entering these values you need to restart the Mobilid Application because the barcode reader process is only started at application startup. 
 +  * The Disable Camera scan checkbox will disable the soft scan button which actives the camera scanner, on a terminal you probably do not need the camera scanner and can be annoying when accidental opening camera-scanner. 
  
-[[pickingscan|Picking bluetooth scanning]]+{{ :pasted:20210607-181412.png?nolink&320 |Terminal configuration}}
  
 ---- ----
-{{ :picking_search_resize.png?nolink&800 |Picking Search}} +=== Other configuration === 
----- +== Field descriptions == 
-Pick product by tapping the product line and select the pick countor pick one item by simply swiping the product lineIf a barcode scanner is availablesimply scan the barcode and the picked count will be incremented+  * 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 versionyou will need to synchronize the display language. 
----- +  * The auto save checkbox will allow not to show confirmation popups when saving data to the serverbe careful because pressing the back button will save you changes without any notification
-{{ :pickingws.png?nolink&800 |Picking}} +  * The clear search fields checkbox is for clearing the list search fields after each search. Un-checked will remember last search value
----- +  * Chars for trigger select field sets number of chars to enter in search field before search will start
-{{:screenshot_2013-11-08-20-57-10.png?nolink&240 |Picking notify}} +  * Show Photos checkbox will show product images and company logo in the lists and forms. 
-You will get a visual and audio alert when Asked or system Stock limit is reached. +  * Allow editing when adding photos will add some basic photo editing like cropping before upload product photos to the server. 
----- +  * With the Quality slider you can modify jpg quality of photo send to server.
-{{ :screenshot_2013-11-08-22-40-43.png?nolink&240|Multi picking}} +
-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 listIf you still do open the order, you will get an alertIf 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.+{{ :pasted:20210607-205926.png?nolink&320 |Search and photo setting fields}}
  
-[[prospecttutorial|Mobilid Prospect Tutorial]]+  * Barcode trim prefix and suffix numeric fields allow you to remove a number of characters from beginning and end all barcode readings. 
 +  * Version information fields are read only field containing info on application version, connector version, Dolibarr version and Dolibarr timezone.
  
-=== Company search, fitler and sort === +{{ :pasted:20210607-210517.png?nolink&320 |Barcode and version fields}} 
----- +===== Application usage =====
-{{ :prospect_search_resize_resize.png?nolink&800 | Prospect search}} +
----- +
-{{ :prospect_search_menu_resize.png?nolink&800 | Prospect search menu}} +
----- +
-{{ :prospect_settings_resize.png?nolink&800 Prospect settings}} +
----- +
-{{ :prospect_filter_resize.png?nolink&800 | Prospect filter}} +
----- +
-=== Prospect processing ===+
  
-Viewedit or communicate with company. +==== Home screen description ==== 
----- +After app startupthe following screen will always be shown: 
-{{ :prospect_resize_resize.png?nolink&800 |Prospect}} +{{ :pasted:20210608-105951.png?nolink&320 |main screen}} 
----- +=== Main screen === 
-{{ :prospect_menu_resize.png?nolink&800 |Prospect menu}} +  * Main screen will show a list of your available modules
----- +  * To open module you tap on the module. 
-=== Show and add Contacts === +  * To disable/enable module you tap and hold the module. Once disabled, no more data will be loaded for this module. You can use this to reduce data usage. When a module has a Dolibarr permission error, it will be auto disabled
-View, edit or communicate with contact+  * If you return from a module, there will be an active signThe 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 leftAlso 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. 
-{{ :contact_search_resize.png?nolink&800 |Contact search}} +  * 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.
-{{ :contact_search_menu_resize.png?nolink&800 |Contact search menu}} +
----- +
-{{ :contct_resize.png?nolink&800 |Contact}} +
----- +
-{{ :contact_menu_resize.png?nolink&700 |Contact menu}} +
----- +
-=== Show and add Agenda events ===+
  
-Showedit and add agenda events.+=== Main menu === 
 +{{ :pasted:20210608-110052.png?nolink&320 | 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 hereonly products located in this warehouse are shown. If you select the 'All' warehouse you see all products. If you use many warehouse for detailed product locations like shelves, you always set to 'All' here. 
 +{{ :pasted:20210608-110139.png?nolink&320 | location list}} 
 +  * Refresh option will reload all module and warehouse list. 
 +  * The dolibarr option will show an in-app window with your dolibarr. 
 +{{ :pasted:20210608-110248.png?nolink&320 | in-app dolibarr}}
 ---- ----
-{{ :agenda_search_resize_resize.png?nolink&800 |Agenda search}} +===== Modules ===== 
----- +==== Standard modules ==== 
-{{ :agenda_search_mnu_resize.png?nolink&800 |Agenda search menu}} +== Module to do products inventory == 
----- +[[inventorymodule|Inventory]] 
-{{ :agenda_resize_resize.png?nolink&800 |Agenda}} +== Module to collect customer orders == 
----- +[[pickingmodule|Picking]] 
-{{ :agenda_menu_resize.png?nolink&800 |Agenda menu}} +== Module to create customer orders == 
----- +[[ordermodule|Order]] 
-{{ :agenda_mnth_resize.png?nolink&800 |Agenda month}} +== Module to contact and meet your prospects and customers == 
----- +[[prospectmodule|Prospect]]
-{{ :agenda_day_resize.png?nolink&750 |Agenda day}} +
----- +
-==== Order module ====+
  
-[[ordertutorial|Mobilid Order Tutorial]]+==== Optional Add-On modules ==== 
 +== Module to receive your supplier order goods == 
 +[[dispatchmodule|Dispatch]]
  
-[[orderscan|Order bluetooth scanning]] 
- 
----- 
-=== Select or create new draft order === 
----- 
-{{ :order_search.png?nolink&540|Order search}} 
-Select a draft order from lis to modify order or tap 'New order' button to create a new blank order. 
----- 
-{{ :ordersettings.png?nolink&550|Order settings}} 
-=== Module settings === 
----- 
-{{ :order.png?nolink&550|Order}} 
-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. 
----- 
-{{ :orderlinews.png?nolink&570|Order lines}} 
-Change or remove orderlines. Scan product barcode to add new product or increment existing order-line containing scanned product. 
----- 
-=== Create new order === 
-{{ :customer_search.png?nolink&550|Customer search}} 
-Search, filter and sort customers, select or create a new customer for creating a new order. 
----- 
-{{ :customer.png?nolink&550|Customer}} 
-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 === 
-{{ :product_search.png?nolink&550|Product search}} 
-Search, fitler and sort products, select product or service to add to order. 
----- 
-{{ :product.png?nolink&550|Product}} 
-Adjust required quantity and discount and tap 'Add to order' or 'Save' if you are editing existing orderline. 
----- 
-==== Dispatch module ==== 
- 
-[[dispatchtutorial|Mobilid Dispatch Tutorial]] 
- 
----- 
-=== Select supplier order === 
----- 
-{{ :dispatchsearch.png?nolink&540|Order search}} 
-Select a waiting to receive or a partially received supplier order from list to dispatch the order to your warehouse(s). 
----- 
-{{dispatchsetting.png?nolink&800|Dispatch settings}} 
-=== Module settings === 
----- 
-=== Receive the order === 
-{{ :dispatchline.png?nolink&550|Order}} 
-View supplier order content, Tap the orderline to dispatch the ordered product(s). 
----- 
-{{ :Dispatch.png?nolink&800|Order lines}} 
-Receive the product, you can change the ordered product count if not products are delivered. 
-Return to supplier order to receive the product(s). 
----- 
-=== Finish order dispatch === 
-To finish receiving the order, return to the order list. You will be optionally asked to enter a comment on the dispatch. You leaving the comment line blank, no comment will be added. The supplier will automatically set to partially received or completely received. Completely received orders will be removed from the list. 
----- 
-=== Barcode scanning === 
-Scanning a barcode with a bluetooth or camera scanner in the Dispatch module will do: 
-== Scan in supplier order list == 
-  * Scanning a product barcode: All orders containing product will be listed, if only one order, order will be loaded. 
-  * Scanning internal order reference number or supplier reference number, order will be loaded. 
-== Scan in Order == 
-  * Scanning product barcode: Dispatch screen for product will be loaded. 
-== Scan in Poduct Dispatch == 
-  * Scanning product barcode: Dispatch count will be incremented. You can set the default count value to zero in stead of the ordered qty, in the dispatch settings. 
-  * If no barcode is set for the product, the scanned barcode will be set in the barcode field and stored into ERP after validation. You can change the default barcode type. 
----- 
androidclientuserguide.1424177200.txt.gz · Last modified: 2015/02/17 13:46 by fappels