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<youtube>75ECrxNu_3Y</youtube>
<youtube>75ECrxNu_3Y</youtube>
==Overview==
==Overview==
This entire solution is divided into three parts:
This entire solution is divided into three parts :


* A module to install in your Dolibarr (like any other module) allowing you to customize the displays in the second part. This module can be ordered from the Dolistore and gives you access to updates for this module for 3 years: https://www.dolistore.com/product.php?id=2464
* A module to install in your Dolibarr (like any other module) allowing you to customize the displays in the second part. This module can be ordered from the Dolistore and gives you access to updates for this module for 3 years: https://www.dolistore.com/product.php?id=2464
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== Dolibarr Update/Corechange ==
== Dolibarr Update/Corechange ==
DoliSmart has been compatible with Dolibarr since version 18, but for versions prior to V22, you must update your Dolibarr with the files in the Corechange folder located in the module directories.
DoliSmart has been compatible with Dolibarr since version 18, but for versions prior to V22, you must update your Dolibarr with the files in the Corechange folder located in the module directories.
Some features, such as searching for an invoice based on the third-party name, may not work on versions prior to V22.
 
To do this, copy the files present in the corechange folder of the application directly into the htdocs folder of your dolibarr.
 
Some features, such as searching for an invoice based on the third party's name, may not work on a version prior to 22.


{{Note|After each update of the '''Dolismart''' module, it is necessary to '''deactivate and then reactivate it''' to ensure its proper functioning.}}
{{Note|After each update of the '''Dolismart''' module, it is necessary to '''deactivate and then reactivate it''' to ensure its proper functioning.}}
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{| class="wikitable" style="text-align:center"
{| class="wikitable" style="text-align:center"
! style="vertical-align:top; width:600px;" | '''Search List Options'''
! style="vertical-align:top; width:600px;" | '''Display Options'''
! style="vertical-align:top; width:600px;" | '''Display Options'''
! style="vertical-align:top; width:600px;" | '''Display Example'''
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
[[file:dolismart_para_page_liste_de_détail.png|600px]]
[[file:dolismart_para_page_liste_de_recherche-01.png|600px]]
| style="vertical-align:top;" |
| style="vertical-align:top;" |
[[file:dolismart_para_page_liste_de_détail-01.png|600px]]
[[file:dolismart_exemple_liste_de_recherche.gif]]
|}
|}


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{| class="wikitable" style="text-align:center"
{| class="wikitable" style="text-align:center"
! style="vertical-align:top; width:600px;" | '''Detail Page Selection'''
! style="vertical-align:top; width:600px;" | '''Display options'''
! style="vertical-align:top; width:600px;" | '''Display Options'''
|-
|-
| style="vertical-align:top;" |
[[file:dolismart_para_page_page_de_détail.png|600px]]
| style="vertical-align:top;" |
| style="vertical-align:top;" |
[[file:dolismart_para_page_page_de_détail-01.png|600px]]
[[file:dolismart_para_page_page_de_détail-01.png|600px]]
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=== Icons present in the DoliSmart application ===
=== Icons present in the DoliSmart application ===


=== Icons present in the DoliSmart application ===
The '''DoliSmart app''' integrates icons into various menus to simplify navigation, improve readability, and enable quick actions. These visual icons serve as reference points to represent functions, data types, or shortcuts to frequently used interactions.


Icons are used consistently across multiple sections of the app.
Icons are used consistently across multiple sections of the app.
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| style="vertical-align:top; width:50%" |
| style="vertical-align:top; width:50%" |


<div lang="fr" dir="ltr" class="mw-content-ltr">
<div class="mw-translate-fuzzy">
====Icônes d'écran de détails====
====Screen Space Icons====
{| class="wikitable" style="text-align:center; width:100%"
{| class="wikitable" style="text-align:center; width:100%"
! Icône !! Fonction !! Description
! Icon !! Function !! Description
|-
|-
| [[File:app_icons_014.png|40px]] || NB (Nombre) || Nombre de vente
| [[File:app_icons_014.png|40px]] || NB (Number) || Number of sales
|-
|-
| [[File:app_icons_015.png|40px]] || HT (Hors Taxes) || Montant calculé hors taxes
| [[File:app_icons_015.png|40px]] || Excl. VAT || Calculated amount excluding VAT
|-
|-
| [[File:app_icons_016.png|40px]] || TTC (Toutes Taxes Comprises) || Montant final facturable avec taxes
| [[File:app_icons_016.png|40px]] || Incl. VAT || Final billable amount including tax
|-
|-
| [[File:app_icons_005.png|40px]] || Adresse / Google Maps || Lien cliquable vers Google Maps avec l’adresse renseignée
| [[File:app_icons_005.png|40px]] || Address / Google Maps || Clickable link to Google Maps with the entered address
|-
|-
| [[File:app_icons_006.png|40px]] || Téléphone || Lance un appel si un numéro est renseigné (sur mobile)
| [[File:app_icons_006.png|40px]] || Phone || Makes a call if a number is entered (on mobile)
|-
|-
| [[File:app_icons_007.png|40px]] || Mail (application native) || Ouvre l’application de messagerie du téléphone
| [[File:app_icons_007.png|40px]] || Mail (native application) || Opens the phone's messaging application
|-
|-
| [[File:app_icons_008.png|40px]] || Client || Désigne un client confirmé
| [[File:app_icons_008.png|40px]] || Client || Designates a confirmed client
|-
|-
| [[File:app_icons_009.png|40px]] || Prospect || Tiers en phase de prospection commerciale
| [[File:app_icons_009.png|40px]] || Prospect || Third party in the sales prospecting phase
|-
|-
| [[File:app_icons_010.png|40px]] || Fournisseur || Désigne un fournisseur (achat, logistique…)
| [[File:app_icons_010.png|40px]] || Supplier || Designates a supplier (purchasing, logistics, etc.)
|-
|-
| [[File:app_icons_011.png|40px]] || Totalité des éléments || Vue de la totalité des éléments
| [[File:app_icons_011.png|40px]] || All items || View of all items
|-
|-
| [[File:app_icons_012.png|40px]] || Calendrier annuel || Vue filtrée ou triée par année
| [[File:app_icons_012.png|40px]] || Annual Calendar || Filtered or sorted view by year
|-
|-
| [[File:app_icons_013.png|40px]] || Trimestre || Regroupement par trimestre (Q1, Q2, etc.)
| [[File:app_icons_013.png|40px]] || Quarter || Grouping by quarter (Q1, Q2, etc.)
|-
| [[File:app_icons_filtres.png|40px]] || Filter Status & Period || Drafts; Signed; Year; Quarter; etc...
|-
| [[File:app_icons_creation_intervention.png|40px]] || Creating an intervention || Tier; Customer ref & Description
|-
| [[File:app_icons_recherche.png|40px]] || Search area || Search header linked to the space you are in
|}
|}
| style="vertical-align:top; width:50%" |
| style="vertical-align:top; width:50%" |
</div>
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
====Detail Screen Icons====
====Icônes d'écran d'espace====
{| class="wikitable" style="text-align:center; width:100%"
{| class="wikitable" style="text-align:center; width:100%"
! Icône !! Signification !! Description
! Icon !! Meaning !! Description
|-
| [[File:app_icons_001.png|40px]] || Calendar || Preview of events associated with the third party (events, tasks, appointments…)
|-
| [[File:app_icons_contact.png|40px]] || Contact || Manage contacts/addresses, users, and contacts associated with the item
|-
| [[File:app_icons_002.png|40px]] || Mail via Dolibarr || Sends an email via the integrated Dolibarr messaging interface (pending)
|-
| [[File:app_icons_document.png|40px]] || Documents / Attachments || Access to linked files & file upload
|-
| [[File:app_icons_notes.png|40px]] || Notes || Access and edit public and private notes (if selected and edit allowed)
|-
| [[File:app_icons_actionburger.png|40px]] || Action || Action associated with the item (signature, update status, etc.)
|-
|-
| [[File:app_icons_001.png|40px]] || Calendrier || Aperçu des événements associés au tiers (tâches, rendez-vous…)
| [[File:app_icons_actions.png|40px]] || Actions || Action on the item in question (Clone, Validation, Edit depending on status)
|-
|-
| [[File:app_icons_002.png|40px]] || Mail via Dolibarr || Envoie un email via l’interface de messagerie Dolibarr intégrée
| [[File:app_icons_ajout_ligne.png|40px]] || Add Actions || Add action (Start Date, Duration, Description)
|-
|-
| [[File:app_icons_003.png|40px]] || Documents / Pièces jointes || Accès aux fichiers liés & upload de fichier
| [[File:app_icons_modif_ligne.png|40px]] || Edit Actions || Edit action (Start Date, Duration, Description)
|-
|-
| [[File:app_icons_004.png|40px]] || Action || Action associée à l'élément (signature, mise à jour status,...)
| [[File:app_icons_vue_de_ligne.png|40px]] || Details || Opens the details of the line in question
|}
|}
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
These icons are also visible in other contexts such as purchase orders, invoices or sales reports.
Ces icônes sont également visibles dans d'autres contextes comme les bons de commande, les factures ou les rapports commerciaux.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
----
----
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
''The visual uniformity of the icons in DoliSmart allows for efficient navigation, while reducing the learning curve of the application.''
''L’uniformité visuelle des icônes dans DoliSmart permet de naviguer efficacement, tout en réduisant le temps d’apprentissage de l’application.''
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
=== Element Space Screens ===
=== Ecrans d'espace d'un élément ===
The space screens all have the same format.
Les écrans d'espace se présentent tous avec le meme format  
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:300px;" | '''Screen example'''
! style="vertical-align:top; width:300px;" | '''Exemple d'écran'''
! style="vertical-align:top; width:600px;" | '''Elements present in a space screen'''
! style="vertical-align:top; width:600px;" | '''Elements présent dans un écran d'espace'''
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
[[File:dolismart_app_page_element.png|300px]]
[[File:dolismart_app_page_element.png|300px]]
<br />
<br />
Le menu de '''DoliSmart''' est organisé en sections, reprenant la structure de Dolibarr : espace des tiers, des produits, des factures, etc.
The '''DoliSmart''' menu is organized into sections, following the Dolibarr structure: third-party space, products, invoices, etc.
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* 1 : Retour au home page de Dolismart
* 1: Return to the Dolismart home page
* 2 : Zone de recherche des éléments
* 2: Element search area
* 3 : Zone de filtrage d'un tableau incluant le graphique
* 3: Table filter area including the graph
* 4 : Zone de filtrage d'un tableau par période (tous, année, trimestre)
* 4: Table filter area by period (all, year, quarter)
* 5 : Éléments clickable pour accéder à son détail
* 5: Clickable elements to access their details
* 6 : Navigation sur les autres éléments du menu
* 6: Navigation on other menu items
<br />
<br />
Comme mentionné précédemment, l'écran des espaces s'adaptent en fonction du paramétrage définie dans le module DoliSmart.
As mentioned previously, the spaces screen adapts according to the settings defined in the DoliSmart module.
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
===Search Screens===
===Ecrans de recherche===
The search screens all have the same format.
Les écrans de recherche se présentent tous avec le meme format  
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:300px;" | '''Example of a search screen'''
! style="vertical-align:top; width:300px;" | '''Exemple d'écran de recherche'''
! style="vertical-align:top; width:600px;" | '''Elements present in a search screen'''
! style="vertical-align:top; width:600px;" | '''Elements présent dans un écran de recherche'''
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
[[File:dolismart_app_page_recherche.png|300px]]
[[File:dolismart_app_page_recherche.png|300px]]
<br />
<br />
Le menu de '''DoliSmart''' est organisé en sections, reprenant la structure de Dolibarr : espace des tiers, des produits, des factures, etc.
The '''DoliSmart''' menu is organized into sections, mirroring the Dolibarr structure: third-party, products, invoices, etc.
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* 1 : Retour au home page de Dolismart
* 1: Return to the Dolismart home page
* 2 : Zone de recherche des éléments
* 2: Item search area
* 3 : Accès à la Fiche de l'élément
* 3: Filter icon & options
* 4 : Accès à la Fiche du tiers attaché à l'élément (si un tiers est associé)
* 4: Access the item's page
* 5 : Navigation sur les autres éléments du menu
* 5: Access the page of the third party attached to the item (if a third party is associated)
</div>
* 6: Navigate to other menu items


<div lang="fr" dir="ltr" class="mw-content-ltr">
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
===Element Detail Screens===
===Ecrans de détail d'un élément ===
The detail screens all have the same format.
Les écrans de détails se présentent tous avec le meme format  
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:300px;" | '''Example of a detail screen'''
! style="vertical-align:top; width:300px;" | '''Exemple d'écran de détails'''
! style="vertical-align:top; width:600px;" | '''Elements present in a detail screen'''
! style="vertical-align:top; width:600px;" | '''Elements présent dans un écran de détails'''
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
[[File:dolismart_app_page_détails.png|300px]]
[[File:dolismart_app_page_détails.png|300px]]
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* 1 : Retour au home page de Dolismart
* 1: Return to the Dolismart home page
* 2 : Retour à la page précédente
* 2: Return to the previous page
* 3 : Popup correspondant aux Onglets de l'éléments (ici agenda et documents joints)  
* 3: Pop-up corresponding to the item tabs (here, calendar and attached documents)
* 4 : État de l'éléments
* 4: Item status
* 5 : Fiche du Tier liée
* 5: Linked Tier sheet
* 6 : Fiche produit
* 6: Product sheet
* 7 : Fiche service
* 7: Service sheet
* 8 : Icone d'apperçue
* 8: Preview icon
* 9 : Fiche règlement
* 9: Payment sheet
* 10 : Navigation sur les autres éléments du menu
* 10: Navigation to other menu items
<br />
<br />
Comme mentionné précédemment, l'écran de détails s'adapte en fonction des '''droits d'accès de l'utilisateur'''. Chaque utilisateur voit uniquement les modules et informations auxquels il est autorisé à accéder.
As mentioned previously, the details screen adapts based on the user's access rights. Each user only sees the modules and information they are authorized to access.
|}
 
====Element Action Buttons====
Depending on the element displayed AND the user's rights, there is an action button that opens a menu with a set of available actions.
 
The first part of the menu triggers a direct action, the second opens a second action window (to sign the intervention, for example).
{| class="wikitable"
! style="vertical-align:top; width:300px;" | '''Elements'''
! style="vertical-align:top; width:600px;" | '''Available Action(s)'''
|-
| style="vertical-align:top;" |
Interventions
| style="vertical-align:top;" |
* Validate - Reopen - Close
* Sign
|-
| style="vertical-align:top;" |
Contract
| style="vertical-align:top;" |
* Validate - Close
|-
| style="vertical-align:top;" |
Quote
| style="vertical-align:top;" |
* Validate - Close - Return to draft - Filed Invoiced
* Accepted - Rejected
|-
| style="vertical-align:top;" |
Order
| style="vertical-align:top;" |
* Validate - Reopen - Close - Return to draft - Filed Invoiced
|-
| style="vertical-align:top;" |
Invoice
| style="vertical-align:top;" |
* Validate - Return to draft
* Pay
|-
| style="vertical-align:top;" |
Shipments
| style="vertical-align:top;" |
* Validate - Close
* Sign
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
== DoliSmart Sections ==
== Sections de DoliSmart==
=== Third Party Section (Third Party Area and Contacts) ===
=== Section des Tiers (Espace Tiers et Contacts)===
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
This section contains both the Dolibarr Third Parties and their contacts.
Cette section contient à la fois les Tiers de Dolibarr mais aussi leurs contacts.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:400px;text-align:center"| Third-Party Space
! style="vertical-align:top; width:400px;text-align:center"| Espace Tiers
! style="vertical-align:top; width:300px;" | '''Third-Party Details'''
! style="vertical-align:top; width:300px;" | '''Détails des Tiers'''
! style="vertical-align:top; width:400px;" | '''Elements present in a Third-Party Details screen'''
! style="vertical-align:top; width:400px;" | '''Elements présent dans un écran de détails des Tiers'''
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des tiers
* Third-Party Search Box
* Tableau trimestriels des nouveaux tiers
* Quarterly Table of New Third-Parties
** bouton de sélection par client, prospect ou fournisseur
** Selection Button by Customer, Prospect, or Supplier
* graphique mensuel des nouveaux tiers
* Monthly Chart of New Third-Parties
* Top clients
* Top Customers
** bouton de sélection par totalité de la période, l'année ou le trimestre en cours
** Selection Button by the Entire Period, Year, or Current Quarter
* Derniers clients mis à jour
* Latest Updated Customers
* Encours Clients
* Outstanding Customers
| style="vertical-align:top;" |
| style="vertical-align:top;" |
[[File:dolismart_app_tiers_page_tiers_03.png|300px]]
[[File:dolismart_app_tiers_page_tiers_03.png|300px]]
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* 1 : Retour au home page de Dolismart
* 1: Return to the Dolismart home page
* 2 : Retour à la page précédente
* 2: Return to the previous page
* 3 : Popup correspondant aux Onglets de l'éléments (ici agenda et documents joints)  
* 3: Popup corresponding to the item tabs (here, calendar and attached documents)
* 4 : Coordonné du Tier (adresse ; telephone ; email accessible depuis le smartphone)
* 4: Tier contact information (address; telephone number; email address accessible from the smartphone)
* 5 : État de l'éléments
* 5: Item status
* 6 : tableau d'éléments associé à l'élément (ici les contacts du Tiers)
* 6: Table of items associated with the item (here, the Third Party's contacts)
* 7 : Contact/Adress du Tier
* 7: Tier contact/address
* 8 : Facture associé au Tier
* 8: Invoice associated with the Tier
* 9 : Navigation sur les autres éléments du menu
* 9: Navigation to other menu items
<br />
<br />
Comme mentionné précédemment, l'écran de détails s'adapte en fonction des '''droits d'accès de l'utilisateur'''. Chaque utilisateur voit uniquement les modules et informations auxquels il est autorisé à accéder.
As mentioned previously, the details screen adapts based on the user's access rights. Each user only sees the modules and information they are authorized to access.
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Contact Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Contact
! style="vertical-align:top; width:450px;text-align:center"| Contact Details
! style="vertical-align:top; width:450px;text-align:center"| Détail Contact
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des contacts
* Contact search area
* Tableau trimestriels des nouveaux contacts
* Quarterly table of new contacts
* Graphique mensuel des nouveaux contacts
* Monthly graph of new contacts
* Derniers contacts mis à jour avec la fiche contact et leur tier associé.
* Latest contacts updated with the contact record and their associated tier.
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information du Contact
* Contact information table
** Popup Évènements
** Events popup
** Popup Documents
** Documents popup
* Ligne de détail
* Detail row
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
<span id="Section_des_Produits_(Espaces_Produits_et_Services)"></span>
===Section des Produits (Espaces Produits et Services)===
===Products Section (Product and Services Areas)===
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
This section groups together both products and services.
Cette section regroupe à la fois les produits et les services.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
Please note that inventory and shipping management, which can be found in the Dolibarr product menu, is located in another area of ​​DoliSmart.
Attention la gestion des stocks et des expéditions que l'on retrouve dans le menu produits de Dolibarr se trouve dans un autre espace de DoliSmart
</div>




<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Product Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Produits
! style="vertical-align:top; width:450px;text-align:center"| Product Details
! style="vertical-align:top; width:450px;text-align:center"| Détail Produit
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des produits.
* Product search area.
* Tableau des dernier produits mis à jours.
* Table of the most recently updated products.
* Tableau des top produits.
* Table of the top products.
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Bandeau d'information
* Information banner
** Popup Évènements
** Events Popup
** Popup Documents
** Documents Popup
* Ventes facturés du produit par trimestre (nombre de vente, quantités vendues, montant ttc)
* Invoiced sales of the product by quarter (number of sales, quantity sold, amount including tax)
* Graphique mensuel des ventes du produit.
* Monthly sales graph of the product.
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Services Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Services
! style="vertical-align:top; width:450px;text-align:center"| Service Details
! style="vertical-align:top; width:450px;text-align:center"| Détail Service
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des services.
* Services search area.
* Tableau des dernier services mis à jours.
* Table of the most recently updated services.
* Tableau des top services.
* Table of the top services.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Bandeau d'information
* Information banner
** Popup Évènements
** Events popup
** Popup Documents
** Documents popup
* Nombre de vente facturé du produit par trimestre (nombre, quantité, montant ttc)
* Number of invoiced product sales per quarter (number, quantity, amount including tax)
* Graphique mensuel des ventes du service.
* Monthly service sales graph.
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
<span id="Section_Entrepôts_(Espace_des_Entrepôts_et_des_Expéditions)"></span>
===Section Entrepôts (Espace des Entrepôts et des Expéditions)===
===Warehouses Section (Warehouse and Shipping Area)===
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
This section, located in Dolibarr among the products section, has been separated for better readability
Cette section, se trouvant dans Dolibarr parmi celle des produits, a été séparée pour plus de lisibilité
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Warehouse Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Entrepôt
! style="vertical-align:top; width:450px;text-align:center"| Warehouse Detail
! style="vertical-align:top; width:450px;text-align:center"| Détail Entrepôt
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des entrepôts.
* Warehouse search area.
* Liste des dernier entrepôts mis à jours.
* List of the most recently updated warehouses.
* Tableau de mouvement de stock par trimestre avec filtrage.
* Quarterly inventory movement table with filtering.
** Par nombre.
** By number.
** Par quantité.
** By quantity.
** Par montant de la valeur mouvement.
** By movement value amount.
* Graphique mensuel des mouvement de stock
* Monthly inventory movement graph
* Tableau des top produits.
* Top products table.
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de l'entrepôt.
* Warehouse information table.
* Popup Évènements
* Events popup
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
* Quarterly warehouse inventory movement chart, filterable by number of movements, quantity, and valuation.
* Tableau de mouvement de stock de l'entrepôt par trimestre avec filtrable par le nombre de mouvement, quantité et valorisation.
* Monthly warehouse inventory movement chart.
* Graphique mensuel des mouvement de stock de l'entrepôt.
* Warehouse product chart.
* Tableau des produits dans l'entrepôt .
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Shipments Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Expéditions
! style="vertical-align:top; width:450px;text-align:center"| Shipment Sheet
! style="vertical-align:top; width:450px;text-align:center"| Fiche d'une Expédition
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des expéditions
* Shipment search area
* Tableau des expéditions par trimestre avec filtrage
* Shipment table by quarter with filtering
** Par nombre.
** By number.
** Par quantité.
** By quantity.
** Par valorisation.
** By valuation.
* Graphique mensuel des mouvement de stock
* Monthly stock movement graph
* Tableau des dernière expéditions avec filtrage
* Table of latest shipments with filtering
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de l'expédition
* Shipment Information Table
** Popup Évènements
** Events Popup
** Popup Documents
** Documents Popup
** Popup Signature
** Signature Popup
* Liste de différent produit liée à l'expédition (avec infos en liste)
* List of various products linked to the shipment (with information in the list)
* Tableau des objets liés
* Table of linked items
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
<span id="Section_Commerce_(Espace_Devis_et_Commandes_Client)"></span>
===Section Commerce (Espace Devis et Commandes Client)===
===Commerce Section (Quote and Customer Order Area)===
</div>




<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"
! style="vertical-align:top; width:450px;text-align:center"| Commercial Proposal Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Proposition commercial
! style="vertical-align:top; width:450px;text-align:center"| Proposal Search
! style="vertical-align:top; width:450px;text-align:center"| Détails Devis Clients
! style="vertical-align:top; width:450px;text-align:center"| Customer Quote Details
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des propositions.
* Proposal search area.
* Tableau des devis clients par trimestre avec filtrage (Nb, Montant HT et TTC).
* Customer quote table by quarter with filtering (number, amount excluding and including tax).
* Graphique mensuel
* Monthly chart
* Liste des dernières propositions
* List of latest proposals
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Bandeau d'information
* Status filter
** Popup Évènements
[Draft | Approved | Signed | Unsigned]
** Popup Documents
* Filter by commercial proposal date
* Ligne de détail
[Year | Quarter | Month | Week]
* Commercial proposal scrolling list
| style="vertical-align:top;" |
* Information banner
** Events popup
** Documents popup
* Detail line
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"
! style="vertical-align:top; width:450px;text-align:center"| Order Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Commandes
! style="vertical-align:top; width:450px;text-align:center"| Order Search
! style="vertical-align:top; width:450px;text-align:center"| Détails Commande
! style="vertical-align:top; width:450px;text-align:center"| Order Details
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des commande
* Order search area
* Tableau des commandes par trimestre avec filtrage (Nb, Montant HT et TTC)
* Quarterly order table with filtering (Number, Amount excluding and including VAT)
* Graphique mensuel des commande
* Monthly order chart
* Liste des dernières commandes
* List of recent orders
</div>
| style="vertical-align:top;" |
* Status filter
[Draft | Validated | Closed]
* Order search date filter
[Year | Quarter | Month | Week]
* Order scrolling list


<div lang="fr" dir="ltr" class="mw-content-ltr">
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de la Commande Client
* Customer Order Information Table
** Popup Évènements liés au devis
** Quote Events Popup
** Popup Documents liés au devis
** Quote Documents Popup
* Ligne de détail
* Detail Line
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
<span id="Section_Engagement_(Espace_Contrats_et_Interventions)"></span>
===Section Engagement (Espace Contrats et Interventions)===
===Commitment Section (Contracts and Interventions Area)===
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
This section, located in Dolibarr among the Commerce section, has been separated for better readability
Cette section, se trouvant dans Dolibarr parmi celle du Commerce, a été séparée pour plus de lisibilité
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Contracts Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Contrats
! style="vertical-align:top; width:450px;text-align:center"| Contract Details
! style="vertical-align:top; width:450px;text-align:center"| Détails Contrat
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des contrats
* Tableau des contrats par trimestre avec filtrage (Nb, Ouvert, Fermer)
* Graphique mensuel des contrats
* Liste des dernières contrats
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
* [[File:app_icons_recherche.png|30px]] '''Contract Search Area'''
* [[File:app_icons_filtres.png|30px]] '''Status & Period Filter'''
* '''Table of Contracts by Quarter''' with filtering:
 
(Number, Open, Closed)
* '''Monthly Graph''' of Contracts
* '''List of Recent Contracts'''
 
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information du Contrat
* Head icons:
** Popup Évènements liés au contrat
** [[File:app_icons_contact.png|30px]] '''Contact'''
** Popup Documents liés au contrat
** [[File:app_icons_001.png|30px]] '''Calendar'''
* Ligne de détail
** [[File:app_icons_document.png|30px]] '''Documents / Attachments'''
** [[File:app_icons_notes.png|30px]] '''Notes'''
** [[File:app_icons_actions.png|30px]] '''Actions'''
 
Scroll down the page:
* '''Contract Information Table'''
* '''Detail Line''' of the selected contract & view [[File:app_icons_vue_de_ligne.png|30px]]
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"
! style="vertical-align:top; width:450px;text-align:center"| Interventions Space
! style="vertical-align:top; width:450px;text-align:center"| Espace Interventions
! style="vertical-align:top; width:450px;text-align:center"| Research Intervention
! style="vertical-align:top; width:450px;text-align:center"| Détails Intervention
! style="vertical-align:top; width:450px;text-align:center"| Intervention Details
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des interventions
* [[File:app_icons_recherche.png|30px]] '''Intervention Search Area'''
* Tableau des interventions par trimestre avec filtrage (Nb, Nb d'heur, Nb jours)
* [[File:app_icons_filtres.png|30px]] '''Status & Period Filter'''
* Graphique mensuel des interventions
* [[File:app_icons_creation_intervention.png|30px]] '''Creating an Intervention'''
* Liste des dernières interventions
* '''Table of Interventions by Quarter''' with filtering:
</div>
 
(Number, Number of Hours, Number of Days)
* '''Monthly Graph''' of Interventions
* '''List of Recent Interventions'''
| style="vertical-align:top;" |
 
* [[File:app_icons_recherche.png|30px]] '''Intervention Search Area'''
* [[File:app_icons_filtres.png|30px]] '''Status & Period Filter'''
 
(Draft, Validated, Closed)
 
(Draft, Validated, Closed)
 
(Signed, Unsigned)
 
(Year, Quarter, Month, Week)
* '''List of Interventions'''


<div lang="fr" dir="ltr" class="mw-content-ltr">
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de l'Intervention
* Head icons:
** Popup Évènements liés à l'intervention
** [[File:app_icons_contact.png|30px]] '''Contact'''
** Popup Documents liés à l'intervention
** [[File:app_icons_001.png|30px]] '''Calendar'''
** Popup Signature liés à l'intervention
** [[File:app_icons_document.png|30px]] '''Documents / Attachments'''
* Ligne de détail
** [[File:app_icons_notes.png|30px]] '''Notes'''
** [[File:app_icons_actions.png|30px]] '''Actions''' 
 
Page layout:
* '''Intervention information table'''
* '''Detail line''' of the selected intervention & visualization [[File:app_icons_vue_de_ligne.png|30px]]
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
<span id="Section_Facture_(Espace_Factures_et_Règlements)"></span>
===Section Facture (Espace Factures et Règlements)===
===Invoice Section (Invoices and Payments Area)===
</div>




<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"
! style="vertical-align:top; width:450px;text-align:center"| Invoice Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Factures
! style="vertical-align:top; width:450px;text-align:center"| Invoice Search
! style="vertical-align:top; width:450px;text-align:center"| Détails Facture
! style="vertical-align:top; width:450px;text-align:center"| Invoice Details
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des factures
* Invoice search area
* Tableau des factures par trimestre avec filtrage (Nb, HT, TTC)
* Quarterly invoice table with filtering (number, excluding VAT, including VAT)
* Graphique mensuel des factures
* Monthly invoice graph
* Liste des dernières factures
* List of latest invoices
| style="vertical-align:top;" |
* Status filter
[Draft | Validated | Closed]
* Proposal date filter
[Year | Quarter | Month | Week]
* Invoice scrolling list
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de Facture
* Invoice Information Table
** Popup Évènements liés de facture
** Invoice Related Events Popup
** Popup Documents liés de facture
** Invoice Related Documents Popup
* Ligne de détail
* Detail Line
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Settlements Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Règlements
! style="vertical-align:top; width:450px;text-align:center"| Settlement Details
! style="vertical-align:top; width:450px;text-align:center"| Détails Règlement
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des règlements
* Settlement search area
* Tableau des règlements par trimestre avec filtrage (Nb & Montant)
* Quarterly settlement table with filtering (Number & Amount)
* Graphique mensuel des règlements
* Monthly settlement graph
* Liste des derniers règlements
* List of latest settlements
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de l'Intervention
* Intervention information table
** Popup Évènements liés à l'intervention
** Intervention-related events popup
* Ligne de détail
* Detail line
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
<span id="Section_Banque_(Espace_Comptes_et_Ecritures)"></span>
===Section Banque (Espace Comptes et Ecritures)===
===Bank Section (Accounts and Entries Area)===
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Accounts Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Comptes
! style="vertical-align:top; width:450px;text-align:center"| Account Details
! style="vertical-align:top; width:450px;text-align:center"| Détails Compte
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des comptes
* Account search area
* Liste des comptes
* List of accounts
* Tableau des écritures comptable par trimestre avec filtrage (A, D, C)
* Quarterly accounting entries table with filtering (A, D, C)
* Graphique mensuel des comptes
* Monthly account chart
* Liste des dernières interventions
* List of recent transactions
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information du Compte
* Account Information Table
** Popup Documents liés à l'intervention
** Intervention Documents Popup
* Ligne de détail
* Detail Line
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Entries Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Ecritures
! style="vertical-align:top; width:450px;text-align:center"| Entries Details
! style="vertical-align:top; width:450px;text-align:center"| Détails Ecritures
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des écritures
* Entries search area
* Tableau des écritures par trimestre avec filtrage (A, D, C)
* Quarterly entries table with filtering (A, D, C)
* Graphique mensuel des écritures
* Monthly entries graph
* Liste des dernières écritures
* List of recent entries
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de l'Ecriture
* Scripture Information Table
* Ligne de détail
* Detail Line
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
<span id="Section_Calendrier_(Liste_évènements_et_Vue_Agenda)"></span>
===Section Calendrier (Liste évènements et Vue Agenda)===
===Calendar Section (Event List and Agenda View)===
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
In the '''Calendar''' area, you will find the tabs:
Dans l'espace '''Calendrier''', vous trouverez les onglet :
</div>




<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px; text-align:center"| List of Events
! style="vertical-align:top; width:450px;text-align:center"| Liste des évènements
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche d'un évènement
* Event Search Box
* Liste des dernier évènements
* List of Latest Events
|}
|}
{| class="wikitable"  
{| class="wikitable"
! style="vertical-align:top; width:450px;text-align:center"| Détails évènement
! style="vertical-align:top; width:450px; text-align:center"| Event Details
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de l'Intervention
* Intervention Information Table
** Popup Documents liés à l'intervention
** Intervention Documents Popup
* Ligne de détail
* Detail Line
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px; text-align:center"| Calendar View
! style="vertical-align:top; width:450px;text-align:center"| Vue Agenda
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Calendrier avec filtrage (Jour, Semaine, Mois)
* Calendar with filtering (Day, Week, Month)
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
===Ticket Section (Ticket Area and Knowledge Base)===
===Section Ticket (Espace Ticket et Base de connaissance)===
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Ticket Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Ticket
! style="vertical-align:top; width:450px;text-align:center"| Ticket Details
! style="vertical-align:top; width:450px;text-align:center"| Détails Ticket
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche des tickets
* Ticket Search Box
* Tableau des ticket par trimestre
* Quarterly Ticket Chart
* Graphique mensuel des ticket
* Monthly Ticket Chart
* Liste des dernier ticket
* Latest Ticket List
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information du Ticket
* Ticket Information Table
** Popup Évènements liés au ticket
** Ticket Events Popup
** Popup Documents liés au ticket
** Ticket Documents Popup
* Ligne de détail
* Detail Row
|}
|}
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
{| class="wikitable"
{| class="wikitable"  
! style="vertical-align:top; width:450px;text-align:center"| Knowledge Base Area
! style="vertical-align:top; width:450px;text-align:center"| Espace Base de Connaissance
! style="vertical-align:top; width:450px;text-align:center"| Knowledge Base Details
! style="vertical-align:top; width:450px;text-align:center"| Détails Base de Conaissance
|-
|-
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Zone de recherche d'article
* Article search area
* Tableau des articles par trimestre
* Quarterly article chart
* Graphique mensuel des articles
* Monthly article chart
* Liste des derniers articles
* List of latest articles
</div>


<div lang="fr" dir="ltr" class="mw-content-ltr">
| style="vertical-align:top;" |
| style="vertical-align:top;" |
* Tableau d'information de l'Ecriture
* Scripture Information Table
** Popup Évènements liés à l'article
** Article Events Popup
** Popup Documents liés à l'article
** Article Documents Popup
* Ligne de détail
* Detail Line
|}
|}
</div>

Dernière version du 5 novembre 2025 à 18:22

Autres langues :
DoliSmart allows you to access your Dolibarr data from a smartphone (iOS or Android).

The data displayed on your smartphone is customizable:

  • Widget selection on the main screens,
  • Column selection on the search lists based on the screen width
  • Field selection on the detail screens and customization (label changes, highlighting, bolding)

Data is accessible not only based on native permissions defined for users but also specifically for each field and other widgets

The interface is intuitive and allows you to navigate between Dolibarr elements (linked clickable elements), to access documents associated with the parts using ergonomics adapted to a smartphone.

It is finally possible to enter notes associated with an item, to sign interventions and shipments, to send an email from dolibarr (or the smartphone)

Overview

This entire solution is divided into three parts :

  • A module to install in your Dolibarr (like any other module) allowing you to customize the displays in the second part. This module can be ordered from the Dolistore and gives you access to updates for this module for 3 years: https://www.dolistore.com/product.php?id=2464
  • A smartphone application (iOS or Android) allowing you to access your Dolibarr data according to the user's permissions identified in the application and the settings defined in the module. The applications are available on Apple and Android platforms.
  • An annual subscription can be ordered from our store: https://dolismart.com/index.php/boutique/

If you need multiple licenses, you can contact us for a preferential volume rate.

Communications between the two elements are done via Dolibarr's native APIs but also specific APIs present in the module.

The Smartphone application retrieves the native dolibarr theme or the one you have defined on your environment.

It is finally possible to access several Dolibarrs (or the same Dolibarr with several user profiles) from the same interface. Please note that this feature is limited to 3 environments/profiles.

Settings in Dolibarr

To allow Dolibarr to communicate with the mobile application, it is necessary to activate the native API modules.

The DoliSmart module also provides a set of APIs necessary for the mobile application, which should also be activated.

User Settings

To allow a user to access the DoliSmart application from their smartphone, a set of actions must be carried out on the user's account

Generating an API key for the user

Once the REST API management module is enabled, you must select the user you wish to use to log in from the mobile application and generate an identification token for them.

User Authorization Management

Access to user authorizations is done from the permissions tab of their file

It is advisable to check several authorizations for use, namely:

  • access to his/her authorizations

  • access to the GED to allow him to both access documents, but also to upload documents from the smartphone into the element


Dolibarr Update/Corechange

DoliSmart has been compatible with Dolibarr since version 18, but for versions prior to V22, you must update your Dolibarr with the files in the Corechange folder located in the module directories.

To do this, copy the files present in the corechange folder of the application directly into the htdocs folder of your dolibarr.

Some features, such as searching for an invoice based on the third party's name, may not work on a version prior to 22.

After each update of the Dolismart module, it is necessary to deactivate and then reactivate it to ensure its proper functioning.

Dolismart Module Configuration

In the Dolismart settings, you will find four tabs:

General Configuration

This is a tab dedicated to all the elements of the mobile application, mainly the number of records displayed or a default selection.

Home Page Configuration

Similar to the spaces in dolibarr, the doliSmart application has a page grouping information specific to a single element (third-party space, products, invoices, etc.).

This home page contains a search box and a set of widgets that you can choose to display or not.

This selection is made from the home pages configuration.

You must first select the element you wish to configure, then activate or deactivate the widgets.

It is also possible to only allow access to a widget to a set of people (individual selection) or to a user group defined in dolibarr.

Please note that managing access authorizations requires saving the line with the green save icon at the end of the line.

Indexing choice for the home page Display options

Search List Configuration

You can configure the fields that will be displayed during searches on the Dolismart application screen, based on the selected index page.

As well as the display setting (IF ACTIVE FIELD: Rename the field / choice of alignment & width / positioning).

Access Grant Users and User Group.

If you make a change to it, remember to save the change at the end of the line.

Display Options Display Example

Configuring Detail Pages

You can configure the fields that will be displayed on the Dolismart application screen based on the selected index page.

As well as the display setting (IF ACTIVE FIELD: Rename field / Bold text / Color).

Access Grant Users and User Group.

If you make a change to it, remember to save the change at the end of the line.

Display options

Mobile App Screens

Home Screen

Structured Main Menu Customized Access Based on User Rights Customizable Visual Interface


The DoliSmart menu is organized into sections, mirroring the Dolibarr structure: third-party, products, invoices, etc.


As mentioned previously, the home screen adapts based on the user's access rights. Each user only sees the modules and information they are authorized to access.


The interface colors automatically adjust based on the visual customization of your Dolibarr instance, ensuring consistency with your usual environment.

Settings Screen

Settings Menu Account Details Account Details


The DoliSmart settings menu allows you to view the currently active session or connect to a new Dolibarr instance.


This tab allows you to view recorded sessions (maximum 3), delete them, add new ones, or modify existing ones.


This tab displays information related to the selected account: the custom name (or the default one), the Dolibarr instance connection URL, and the login credentials (username and password).

Icons present in the DoliSmart application

The DoliSmart app integrates icons into various menus to simplify navigation, improve readability, and enable quick actions. These visual icons serve as reference points to represent functions, data types, or shortcuts to frequently used interactions.

Icons are used consistently across multiple sections of the app.

Screen Space Icons

Icon Function Description
NB (Number) Number of sales
Excl. VAT Calculated amount excluding VAT
Incl. VAT Final billable amount including tax
Address / Google Maps Clickable link to Google Maps with the entered address
Phone Makes a call if a number is entered (on mobile)
Mail (native application) Opens the phone's messaging application
Client Designates a confirmed client
Prospect Third party in the sales prospecting phase
Supplier Designates a supplier (purchasing, logistics, etc.)
All items View of all items
Annual Calendar Filtered or sorted view by year
Quarter Grouping by quarter (Q1, Q2, etc.)
Filter Status & Period Drafts; Signed; Year; Quarter; etc...
Creating an intervention Tier; Customer ref & Description
Search area Search header linked to the space you are in

Detail Screen Icons

Icon Meaning Description
Calendar Preview of events associated with the third party (events, tasks, appointments…)
Contact Manage contacts/addresses, users, and contacts associated with the item
Mail via Dolibarr Sends an email via the integrated Dolibarr messaging interface (pending)
Documents / Attachments Access to linked files & file upload
Notes Access and edit public and private notes (if selected and edit allowed)
Action Action associated with the item (signature, update status, etc.)
Actions Action on the item in question (Clone, Validation, Edit depending on status)
Add Actions Add action (Start Date, Duration, Description)
Edit Actions Edit action (Start Date, Duration, Description)
Details Opens the details of the line in question

These icons are also visible in other contexts such as purchase orders, invoices or sales reports.

The visual uniformity of the icons in DoliSmart allows for efficient navigation, while reducing the learning curve of the application.

Element Space Screens

The space screens all have the same format.

Screen example Elements present in a space screen


The DoliSmart menu is organized into sections, following the Dolibarr structure: third-party space, products, invoices, etc.

  • 1: Return to the Dolismart home page
  • 2: Element search area
  • 3: Table filter area including the graph
  • 4: Table filter area by period (all, year, quarter)
  • 5: Clickable elements to access their details
  • 6: Navigation on other menu items


As mentioned previously, the spaces screen adapts according to the settings defined in the DoliSmart module.

Search Screens

The search screens all have the same format.

Example of a search screen Elements present in a search screen


The DoliSmart menu is organized into sections, mirroring the Dolibarr structure: third-party, products, invoices, etc.

  • 1: Return to the Dolismart home page
  • 2: Item search area
  • 3: Filter icon & options
  • 4: Access the item's page
  • 5: Access the page of the third party attached to the item (if a third party is associated)
  • 6: Navigate to other menu items

Element Detail Screens

The detail screens all have the same format.

Example of a detail screen Elements present in a detail screen

  • 1: Return to the Dolismart home page
  • 2: Return to the previous page
  • 3: Pop-up corresponding to the item tabs (here, calendar and attached documents)
  • 4: Item status
  • 5: Linked Tier sheet
  • 6: Product sheet
  • 7: Service sheet
  • 8: Preview icon
  • 9: Payment sheet
  • 10: Navigation to other menu items


As mentioned previously, the details screen adapts based on the user's access rights. Each user only sees the modules and information they are authorized to access.

Element Action Buttons

Depending on the element displayed AND the user's rights, there is an action button that opens a menu with a set of available actions.

The first part of the menu triggers a direct action, the second opens a second action window (to sign the intervention, for example).

Elements Available Action(s)

Interventions

  • Validate - Reopen - Close
  • Sign

Contract

  • Validate - Close

Quote

  • Validate - Close - Return to draft - Filed Invoiced
  • Accepted - Rejected

Order

  • Validate - Reopen - Close - Return to draft - Filed Invoiced

Invoice

  • Validate - Return to draft
  • Pay

Shipments

  • Validate - Close
  • Sign

DoliSmart Sections

Third Party Section (Third Party Area and Contacts)

This section contains both the Dolibarr Third Parties and their contacts.

Third-Party Space Third-Party Details Elements present in a Third-Party Details screen
  • Third-Party Search Box
  • Quarterly Table of New Third-Parties
    • Selection Button by Customer, Prospect, or Supplier
  • Monthly Chart of New Third-Parties
  • Top Customers
    • Selection Button by the Entire Period, Year, or Current Quarter
  • Latest Updated Customers
  • Outstanding Customers

  • 1: Return to the Dolismart home page
  • 2: Return to the previous page
  • 3: Popup corresponding to the item tabs (here, calendar and attached documents)
  • 4: Tier contact information (address; telephone number; email address accessible from the smartphone)
  • 5: Item status
  • 6: Table of items associated with the item (here, the Third Party's contacts)
  • 7: Tier contact/address
  • 8: Invoice associated with the Tier
  • 9: Navigation to other menu items


As mentioned previously, the details screen adapts based on the user's access rights. Each user only sees the modules and information they are authorized to access.

Contact Area Contact Details
  • Contact search area
  • Quarterly table of new contacts
  • Monthly graph of new contacts
  • Latest contacts updated with the contact record and their associated tier.
  • Contact information table
    • Events popup
    • Documents popup
  • Detail row

Products Section (Product and Services Areas)

This section groups together both products and services.

Please note that inventory and shipping management, which can be found in the Dolibarr product menu, is located in another area of ​​DoliSmart.


Product Area Product Details
  • Product search area.
  • Table of the most recently updated products.
  • Table of the top products.
  • Information banner
    • Events Popup
    • Documents Popup
  • Invoiced sales of the product by quarter (number of sales, quantity sold, amount including tax)
  • Monthly sales graph of the product.
Services Area Service Details
  • Services search area.
  • Table of the most recently updated services.
  • Table of the top services.
  • Information banner
    • Events popup
    • Documents popup
  • Number of invoiced product sales per quarter (number, quantity, amount including tax)
  • Monthly service sales graph.

Warehouses Section (Warehouse and Shipping Area)

This section, located in Dolibarr among the products section, has been separated for better readability

Warehouse Area Warehouse Detail
  • Warehouse search area.
  • List of the most recently updated warehouses.
  • Quarterly inventory movement table with filtering.
    • By number.
    • By quantity.
    • By movement value amount.
  • Monthly inventory movement graph
  • Top products table.
  • Warehouse information table.
  • Events popup
  • Quarterly warehouse inventory movement chart, filterable by number of movements, quantity, and valuation.
  • Monthly warehouse inventory movement chart.
  • Warehouse product chart.
Shipments Area Shipment Sheet
  • Shipment search area
  • Shipment table by quarter with filtering
    • By number.
    • By quantity.
    • By valuation.
  • Monthly stock movement graph
  • Table of latest shipments with filtering
  • Shipment Information Table
    • Events Popup
    • Documents Popup
    • Signature Popup
  • List of various products linked to the shipment (with information in the list)
  • Table of linked items

Commerce Section (Quote and Customer Order Area)

Commercial Proposal Area Proposal Search Customer Quote Details
  • Proposal search area.
  • Customer quote table by quarter with filtering (number, amount excluding and including tax).
  • Monthly chart
  • List of latest proposals
  • Status filter

[Draft | Approved | Signed | Unsigned]

  • Filter by commercial proposal date

[Year | Quarter | Month | Week]

  • Commercial proposal scrolling list
  • Information banner
    • Events popup
    • Documents popup
  • Detail line
Order Area Order Search Order Details
  • Order search area
  • Quarterly order table with filtering (Number, Amount excluding and including VAT)
  • Monthly order chart
  • List of recent orders
  • Status filter

[Draft | Validated | Closed]

  • Order search date filter

[Year | Quarter | Month | Week]

  • Order scrolling list
  • Customer Order Information Table
    • Quote Events Popup
    • Quote Documents Popup
  • Detail Line

Commitment Section (Contracts and Interventions Area)

This section, located in Dolibarr among the Commerce section, has been separated for better readability

Contracts Area Contract Details
  • Contract Search Area
  • Status & Period Filter
  • Table of Contracts by Quarter with filtering:

(Number, Open, Closed)

  • Monthly Graph of Contracts
  • List of Recent Contracts
  • Head icons:
    • Contact
    • Calendar
    • Documents / Attachments
    • Notes
    • Actions

Scroll down the page:

  • Contract Information Table
  • Detail Line of the selected contract & view
Interventions Space Research Intervention Intervention Details
  • Intervention Search Area
  • Status & Period Filter
  • Creating an Intervention
  • Table of Interventions by Quarter with filtering:

(Number, Number of Hours, Number of Days)

  • Monthly Graph of Interventions
  • List of Recent Interventions
  • Intervention Search Area
  • Status & Period Filter

(Draft, Validated, Closed)

(Draft, Validated, Closed)

(Signed, Unsigned)

(Year, Quarter, Month, Week)

  • List of Interventions
  • Head icons:
    • Contact
    • Calendar
    • Documents / Attachments
    • Notes
    • Actions

Page layout:

  • Intervention information table
  • Detail line of the selected intervention & visualization

Invoice Section (Invoices and Payments Area)

Invoice Area Invoice Search Invoice Details
  • Invoice search area
  • Quarterly invoice table with filtering (number, excluding VAT, including VAT)
  • Monthly invoice graph
  • List of latest invoices
  • Status filter

[Draft | Validated | Closed]

  • Proposal date filter

[Year | Quarter | Month | Week]

  • Invoice scrolling list
  • Invoice Information Table
    • Invoice Related Events Popup
    • Invoice Related Documents Popup
  • Detail Line
Settlements Area Settlement Details
  • Settlement search area
  • Quarterly settlement table with filtering (Number & Amount)
  • Monthly settlement graph
  • List of latest settlements
  • Intervention information table
    • Intervention-related events popup
  • Detail line

Bank Section (Accounts and Entries Area)

Accounts Area Account Details
  • Account search area
  • List of accounts
  • Quarterly accounting entries table with filtering (A, D, C)
  • Monthly account chart
  • List of recent transactions
  • Account Information Table
    • Intervention Documents Popup
  • Detail Line
Entries Area Entries Details
  • Entries search area
  • Quarterly entries table with filtering (A, D, C)
  • Monthly entries graph
  • List of recent entries
  • Scripture Information Table
  • Detail Line

Calendar Section (Event List and Agenda View)

In the Calendar area, you will find the tabs:


List of Events
  • Event Search Box
  • List of Latest Events
Event Details
  • Intervention Information Table
    • Intervention Documents Popup
  • Detail Line
Calendar View
  • Calendar with filtering (Day, Week, Month)

Ticket Section (Ticket Area and Knowledge Base)

Ticket Area Ticket Details
  • Ticket Search Box
  • Quarterly Ticket Chart
  • Monthly Ticket Chart
  • Latest Ticket List
  • Ticket Information Table
    • Ticket Events Popup
    • Ticket Documents Popup
  • Detail Row
Knowledge Base Area Knowledge Base Details
  • Article search area
  • Quarterly article chart
  • Monthly article chart
  • List of latest articles
  • Scripture Information Table
    • Article Events Popup
    • Article Documents Popup
  • Detail Line
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