« MoreActionList/en » : différence entre les versions
Aller à la navigation
Aller à la recherche
Aucun résumé des modifications |
Aucun résumé des modifications |
||
| Ligne 11 : | Ligne 11 : | ||
[[File:ModuleMoreActionList_Config3.png |850px]] | [[File:ModuleMoreActionList_Config3.png |850px]] | ||
== | == Settings == | ||
=== Activation === | === Activation === | ||
To activate the module, open the module list page from the menus <strong>Home > Configuration > Modules/Applications > Patas-Tools > MoreActionList</strong>.<br> | |||
{| class="wikitable" | {| class="wikitable" | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| [[File:ModuleMoreActionList_Config1_en.png |850px]] | | [[File:ModuleMoreActionList_Config1_en.png |850px]] | ||
| | |To activate the module, simply click the button and configure the module. | ||
|} | |} | ||
=== Configuration === | === Configuration === | ||
{| class="wikitable" | {| class="wikitable" | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| [[File:ModuleMoreActionList_Config2_en.png |850px]] | | [[File:ModuleMoreActionList_Config2_en.png |850px]] | ||
|If you want to activate the PDF generation option, simply click on the option described as follows: Default PDF template for the moreActionList module, and also select the "Default" option. <br><br>For Additional Settings to activate:<br> - Group by items (sales proposals, orders, invoices)<br> - Group by products, Group by third party<br> - Select the amount type to display (including tax, excluding tax, VAT)<br> - Select the product type to display (Products and Services, Products only, Services only) | |||
|} | |||
== In practice == | |||
The MoreActionList module can be accessed via: Sales Proposal, Invoice, and Orders. | |||
{| class="wikitable" | |||
|- style="vertical-align:top;" | |||
| [[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 appears at the top of the list with the report options that can be generated. They are: Generate Summary PDF and Generate Summary Table. | |||
|} | |} | ||
== | |||
=== Display === | |||
{| class="wikitable" | |||
|- style="vertical-align:top;" | Simply select the files you need to create the report and click "Confirm". The report will be generated and displayed as in the examples. | ||
| [[ | |||
| | {| class="wikitable" | ||
|- style="vertical-align:top;" | |||
| [[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. | |||
|} | |} | ||
{| class="wikitable" | |||
|- style="vertical-align:top;" | |||
| [[File:ModuleMoreActionList_Config4_en.png |850px]] | |||
|Generating a Summary Table. | |||
{| class="wikitable" | |||
|- style="vertical-align:top;" | |||
| [[ | |||
| | |||
|} | |} | ||
Version du 5 novembre 2025 à 18:01
|
The MoreActionList module allows you to generate two types of reports from a selection of items in the native document list (quotes, orders, invoices).
It is possible to generate a Summary Table or a PDF from the list. |
Presentation
Settings
Activation
To activate the module, open the module list page from the menus Home > Configuration > Modules/Applications > Patas-Tools > MoreActionList.
|
To activate the module, simply click the button and configure the module. |
Configuration
|
If you want to activate the PDF generation option, simply click on the option described as follows: Default PDF template for the moreActionList module, and also select the "Default" option. For Additional Settings to activate: - Group by items (sales proposals, orders, invoices) - Group by products, Group by third party - Select the amount type to display (including tax, excluding tax, VAT) - Select the product type to display (Products and Services, Products only, Services only) |
In practice
The MoreActionList module can be accessed via: Sales Proposal, Invoice, and Orders.
|
To generate reports, click the checkboxes associated with the desired sales proposals, orders, and/or invoices. Once you have done this, a field appears at the top of the list with the report options that can be generated. They are: Generate Summary PDF and Generate Summary Table. |
Display
Simply select the files you need to create the report and click "Confirm". The report will be generated and displayed as in the examples.
|
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. |
|
Generating a Summary Table. |