« MoreActionList/en » : différence entre les versions
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| [[File: | | [[File:ModuleMoreActionList_Config3_en.png |400px]] | ||
| The MoreActionList module adds additional actions to the bulk action menu: | | The MoreActionList module adds additional actions to the bulk action menu: | ||
* Generating summary tables | * Generating summary tables | ||
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| [[File: | | [[File:ModuleMoreActionList_Config1_en.png |850px]] | ||
| To activate the module, simply click the button and configure the module. | | To activate the module, simply click the button and configure the module. | ||
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| [[File: | | [[File:ModuleMoreActionList_Config2_en.png |800px]] | ||
|If you wish to enable the PDF generation option, simply activate the PDF template; the function will then be presented in the bulk actions dropdown menu. | |If you wish to enable the PDF generation option, simply activate the PDF template; the function will then be presented in the bulk actions dropdown menu. | ||
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| [[File: | | [[File:ModuleMoreActionList_Config6_en.png |850px]] | ||
| To generate reports, click the checkboxes associated with the desired sales proposals, orders, and/or invoices.<br> Once you have done this, a field will appear at the top of the list with the report options that can be generated. These are: Generate Summary PDF and Generate Summary Table. | | To generate reports, click the checkboxes associated with the desired sales proposals, orders, and/or invoices.<br> Once you have done this, a field will appear at the top of the list with the report options that can be generated. These are: Generate Summary PDF and Generate Summary Table. | ||
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| [[File: | | [[File:ModuleMoreActionList_Config5_en.png |850px]] | ||
|Generating a Summary PDF.<br> Simply select the files you need to create the report and click "Confirm". The report will be generated and displayed as in the example. | |Generating a Summary PDF.<br> Simply select the files you need to create the report and click "Confirm". The report will be generated and displayed as in the example. | ||
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|Generating a Summary Table. | |Generating a Summary Table. | ||
Dernière version du 5 novembre 2025 à 18:17
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The MoreActionList module allows you to generate two types of reports from a selection of items within the native document list (quotes, orders, invoices).
It is possible to generate a Summary Table or a PDF from the list. It is finally possible to perform bulk cloning of invoices and supplier orders. |
Overview
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The MoreActionList module adds additional actions to the bulk action menu:
Added actions appear with an orange icon to differentiate them from other native actions. |
Settings
Activation
To activate the module, open the module list page from the menus Home > Configuration > Modules/Applications > Patas-Tools > MoreActionList.
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To activate the module, simply click the button and configure the module. |
Configuration
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If you wish to enable the PDF generation option, simply activate the PDF template; the function will then be presented in the bulk actions dropdown menu.
Also check the Default box if you want to enable the generation of the Summary PDF. The first additional parameter enables the bulk cloning function for customer invoices and supplier orders. The other parameters allow you to define:
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In Practice
The MoreActionList module can be accessed via: Sales Proposal, Invoice, and Orders.
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To generate reports, click the checkboxes associated with the desired sales proposals, orders, and/or invoices. Once you have done this, a field will appear at the top of the list with the report options that can be generated. These are: Generate Summary PDF and Generate Summary Table. |
Generating Lists
Simply select the files you need to create the report and click "Confirm." The report will be generated and displayed as shown in the examples.
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Generating a Summary PDF. Simply select the files you need to create the report and click "Confirm". The report will be generated and displayed as in the example. |
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Generating a Summary Table. |
Bulk Cloning
Thanks to the moreActionList module, it is possible to duplicate several items at once, without having to go to the details page to perform this operation.
This operation is extremely useful if you regularly need to create the same orders to suppliers or the same regular invoices (for example, as part of a maintenance contract).
To do this, simply select the parts you wish to clone, and start the cloning operation.