DoliSmart/en

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.

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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