CustomLine/en

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 product/service reference series directly into the element

Presentation

CustomLine allows you to improve and simplify the entry of lines for the different parts of Dolibarr

Elements	row blocking	row field blocking	mass editing	File import	Category filtering
Customer sales proposal	X	X	X	X	X
Customer order	X	X	X	X	X
Customer invoice	X	X	X	X	X
Supplier order	X		Partial*	Partial*
Supplier invoice	X
Intervention sheet			X
Warehouse				X
Bom			X

Module configuration

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

The administration allows you to configure the input modes of the native element lines in multiple ways: Standard operation (native) Only free input of products and services Only selection of predefined products and services Only free input of products Only free input of services Free input of products by default Free input of services by default Page principale de configuration du module L'administration permet de paramétrer les modes de saisie des lignes d'éléments natif de multiples manières : L'administration permet de paramétrer les modes de saisie des lignes d'éléments natif de multiples manières : Le Fonctionnement standard (natif) Seulement la saisie libre des produits et services Seulement la sélection des produit et service prédéfinis Seulement la saisie libre des produits Seulement la saisie libre des services Saisie libre des produits par défaut Saisie libre des services par défaut It also allows you to place the creation of a new line at the beginning of the list by activating the switch at the end of the line It is also possible to activate the filtering function by category of the product list with the associated switch 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 (noted here PCTMARGE) We can configure 3 calculation modes: Use of the Mark rate: Sale price = (- PAHT / ((PCTMARGE / 100) -1)) / DISCOUNT Use of margin coefficient Sale price = (PCTMARGE * PAHT) / DISCOUNT * TXVAT Using a margin percentage Selling price = PAHT * (1 + PCTMARGE/100) / DISCOUNT The value used for the calculation is determined from the values ​​already entered for each line and inverse calculation the value contained in the additional attribute associated with the selected product Une fois cette valeur modifié, il est possible de conserver ou non le nouveau prix de vente déterminé soit pour tout les clients soit en fonction de chaque client. Once this value has been modified, it is possible to keep or not the new sales price determined either for all customers or according to each customer. Management of access authorizations CustomLine allows you to manage access authorizations when entering line fields. 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 rate The discount Import Configuration Parameters ImportCsvSeparator (ByDefault) - In this field you must indicate the type of separator that will be accepted in the CSV document. Configuration de l'importation Paramètres ImportCsvSeparator (ByDefault) - Dans ce champ, vous devez indiquer le type de séparateur qui sera accepté dans le document CSV. Element Choose the type of element into which the data will be imported (Commercial Proposals, Orders, Invoices, Supplier Orders). Import Settings 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, etc. Imported date format - Choose the date representation (DD/MM/YY, DD/MM/YYYY, YYYY/MM,DD, ...) Imported fields settings 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: Based on the field label You must use the name of the columns in the import file and define the fields present in it. Please note that some fields are mandatory. Based on field name In the import settings, you must enter the name of the field in the file to be imported. Based on the position of the field Here you have to define the position of the field in the list, the name of the column is not used Operation predefined mode of selections Depending on the parameters applied (see section "Configuring the module's functionalities" below), for each of the elements, you will have: Selection of predefined products/services only Selection of free products/services only Selection of predefined and free products/services - native operation of Dolibarr Filtering by product categories Once the function is activated, a filter icon appears to select or not one or more product categories. Once the selection is validated, the list of products is then limited to associated products, it is possible to select several categories at the same time A video is available explaining how filtering works Mass editing of commercial document lines CustomLine adds the Mass editing tab to the commercial document files listed in the module settings. Access to these tabs is done by managing the native authorizations of dolibarr (see above) Once your products/services are added to a commercial document, click on the Mass editing tab CustomLine then offers you the possibility to modify all the constituent elements of the lines of the document such as the wording of the products/services, their price, their quantity and a discount. Also, you can modify the VAT rate for each of the products or even delete them. The checkboxes next to the VAT rates allow you to apply VAT to all lines in a single click! The same goes for deletion. To access the features of the Mass Edition tab, your commercial document must be in a status allowing its modification. if you have many lines to modify, you may reach a limit of php fields, you will then have to increase the variable max_input_vars Les cases à cocher à coté des titres des colonnes permettent de sélectionner toutes les lignes en un seul clic ! Pour avoir accès aux fonctionnalités de l'onglet Édition en masse, votre document commercial doit être à un statut permettant sa modification (brouillon). si vous avez de nombreuses lignes à modifier, vous pouvez arriver à une limite de champs de PHP, il faudra alors augmenter la variable max_input_vars dans le paramétrage de celui ci Click on the Validate button to save your changes. The sheet of your commercial document will then display the modified data Importing lines from commercial documents The import is done in two steps: 1 First, the recovery of the data file on the server 2 Then, the launch of the import of the data from the file These two steps are carried out at the same level of the tab of the 'Mass import' element. The file recovery is done on the first part of the screen. You must select a file and then validate the import The import is launched by pressing the icon at the end of the line. Once the lines have been imported. It is possible to delete the imported file from the server by pressing the trash can icon. other features Hiding the margin table of document cards CustomLine adds access permissions to the margin information present on the document cards: Default permissions hiding the margin table also removes access to the field allowing to enter (and view) the cost price of the product... The default permissions apply to any user created after the module is installed if they are not added to a group whose permissions are already defined. If the permission is enabled, the document cards will not display the margin data. Only the document total and payment information will be accessible. If the permission is disabled, the document cards will display the margin data