« CustomLine/en » : historique des versions

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Légende : (actu) = différence avec la dernière version, (diff) = différence avec la version précédente, m = modification mineure.

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5 mars 2025

  • actudiff 14:305 mars 2025 à 14:30Liam discussion contributions 12 074 octets −56 Page créée avec « 300px »
  • actudiff 14:295 mars 2025 à 14:29Liam discussion contributions 12 130 octets −63 Page créée avec « In the import settings, you must enter the name of the field in the file to be imported. |<strong>Based on the position of the field</strong> »
  • actudiff 14:285 mars 2025 à 14:28Liam discussion contributions 12 193 octets −63 Page créée avec « Please note that some fields are mandatory. |<strong>Based on field name</strong> »
  • actudiff 14:285 mars 2025 à 14:28Liam discussion contributions 12 256 octets −75 Page créée avec « You must use the name of the columns in the import file and define the fields present in it. »
  • actudiff 14:275 mars 2025 à 14:27Liam discussion contributions 12 331 octets −56 Page créée avec « 300px »
  • actudiff 14:275 mars 2025 à 14:27Liam discussion contributions 12 387 octets −87 Page créée avec « <strong>Imported fields settings</strong><br>Selection of the fields that will be imported, knowing that some fields are already mandatory. |} === Column identification mode management === It is possible to define 3 methods to define the content of the columns to be imported: {| class="wikitable" |- style="vertical-align:top;" |<strong>Based on the field label</strong> »
  • actudiff 14:275 mars 2025 à 14:27Liam discussion contributions 12 474 octets −247 Page créée avec « <strong>Import Settings</strong><br>Choose the settings to define for the import. * Allow import - (Yes / No) * Column identification mode ** Based on field label ** Based on field name ** Based on field order * Row where column names are - indicates the rows where the columns are (usually 1 in a csv) * Separator used in the CSV file - You can use the default separator or change it specifically for this import. * String framing - Usually use quotes, single quotes... »
  • actudiff 14:265 mars 2025 à 14:26Liam discussion contributions 12 721 octets −147 Page créée avec « ===Import Configuration=== {| class="wikitable" |- style="vertical-align:top;" | 600px | <strong>Parameters</strong><br>ImportCsvSeparator (ByDefault) - In this field you must indicate the type of separator that will be accepted in the CSV document. »
  • actudiff 14:265 mars 2025 à 14:26Liam discussion contributions 12 868 octets −80 Page créée avec « ===Management of access authorizations=== CustomLine allows you to manage access authorizations when entering line fields. {| class="wikitable" |- style="vertical-align:top;" | 600px | For each user or group, it is possible to define * the presence or absence of the mass entry tab * the access authorizations to the entry fields of the lines of the elements, namely: ** The amount excluding tax ** The quantity ** The VAT r... »
  • actudiff 14:245 mars 2025 à 14:24Liam discussion contributions 12 948 octets −130 Page créée avec « * Use of margin coefficient Sale price = (PCTMARGE * PAHT) / DISCOUNT * TXVAT »
  • actudiff 14:245 mars 2025 à 14:24Liam discussion contributions 13 078 octets −136 Page créée avec « ==== Determining the sale price according to the margin ==== If the native margin module of dolibarr is activated, it is possible to activate a function to update the calculation of the sale price from the cost price. The calculation is carried out from several values: * the purchase price or cost price excluding tax (noted here PAHT) * the discount rate if it is entered (noted here DISCOUNT) * the VAT rate (noted here VAT) * an entered or predetermined value (no... »
  • actudiff 14:235 mars 2025 à 14:23Liam discussion contributions 13 214 octets −315 Page créée avec « == Module configuration == {| class="wikitable" |- style="vertical-align:top;" | 850px | The module configuration is done from the modules administration page accessible via the Home > Configuration > Modules menus by clicking on the icon at the end of the line. |} ===Main module configuration page=== {| class="wikitable" |- style="vertical-align:top;" | 800px | The administration allows... »
  • actudiff 14:235 mars 2025 à 14:23Liam discussion contributions 13 529 octets −127 Page créée avec « {| class="wikitable" ! style="vertical-align:top;width: 200px" |Elements ! style="vertical-align:top;width: 100px" |row blocking ! style="vertical-align:top;width: 100px" |row field blocking ! style="vertical-align:top;width: 100px" |mass editing ! style="vertical-align:top;width: 100px" |File import ! style="vertical-align:top;width: 100px" |Category filtering |- | Customer sales proposal | X | X | X | X | X |- | Customer order | X | X | X | X | X |- | Customer... »
  • actudiff 14:225 mars 2025 à 14:22Liam discussion contributions 13 656 octets −59 Page créée avec « ==Presentation== CustomLine allows you to improve and simplify the entry of lines for the different parts of Dolibarr »
  • actudiff 14:225 mars 2025 à 14:22Liam discussion contributions 13 715 octets −87 Page créée avec « {| class="wikitable" |- style="vertical-align:top;" | File:CustomLine250x250.png | This Module improves the entry of detail lines of Dolibarr elements. * By selecting a single type of entry * By filtering the list of products according to their category * By defining the enterable fields for the entry lines (quantity, discount, amount excluding tax, ...) * By allowing the mass modification of the entered lines and their deletion * By importing a file or a pro... »
  • actudiff 14:225 mars 2025 à 14:22Liam discussion contributions 13 802 octets +13 802 Page créée avec « CustomLine »
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