Contributions de Liam

De Liam discuter journal des blocages téléversements journaux
Un utilisateur avec 3 524 modifications. Compte créé le 15 janvier 2025.
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5 mars 2025

  • 14:335 mars 2025 à 14:33 diff hist −146‎ CustomLine/en ‎ Page créée avec « These two steps are carried out at the same level of the tab of the 'Mass import' element. »
  • 14:335 mars 2025 à 14:33 diff hist +90‎ N Translations:CustomLine/36/en ‎ Page créée avec « These two steps are carried out at the same level of the tab of the 'Mass import' element. »
  • 14:335 mars 2025 à 14:33 diff hist +190‎ N Translations:CustomLine/35/en ‎ Page créée avec « ==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 » actuelle
  • 14:335 mars 2025 à 14:33 diff hist −74‎ CustomLine/en ‎ Page créée avec « A video is available explaining how filtering works »
  • 14:335 mars 2025 à 14:33 diff hist +228‎ N Translations:CustomLine/34/en ‎ Page créée avec « {| class="wikitable" | 600px | style="vertical-align:top;" | Click on the Validate button to save your changes. The sheet of your commercial document will then display the modified data |} »
  • 14:335 mars 2025 à 14:33 diff hist −273‎ CustomLine/en ‎ Page créée avec « {| class="wikitable" | 600px | style="vertical-align:top;" | 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. |} {{Note| * The checkboxes next to the VAT rates allow you to apply VAT to all... »
  • 14:335 mars 2025 à 14:33 diff hist +788‎ N Translations:CustomLine/33/en ‎ Page créée avec « {| class="wikitable" | 600px | style="vertical-align:top;" | 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. |} {{Note| * The checkboxes next to the VAT rates allow you to apply VAT to all... »
  • 14:335 mars 2025 à 14:33 diff hist +439‎ N Translations:CustomLine/32/en ‎ Page créée avec « ==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) {| class="wikitable" | 600px | style="vertical-align:top;" | Once your products/services are added to a commercial document, click on the Mass editing tab |} »
  • 14:335 mars 2025 à 14:33 diff hist −127‎ CustomLine/en ‎ Page créée avec « 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 »
  • 14:325 mars 2025 à 14:32 diff hist +30‎ N Translations:CustomLine/31/en ‎ Page créée avec « <youtube>LDDi8TxupJA</youtube> » actuelle
  • 14:325 mars 2025 à 14:32 diff hist +51‎ N Translations:CustomLine/30/en ‎ Page créée avec « A video is available explaining how filtering works » actuelle
  • 14:325 mars 2025 à 14:32 diff hist −120‎ CustomLine/en ‎ Page créée avec « 700px »
  • 14:325 mars 2025 à 14:32 diff hist +154‎ N Translations:CustomLine/29/en ‎ Page créée avec « 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 » actuelle
  • 14:325 mars 2025 à 14:32 diff hist +51‎ N Translations:CustomLine/28/en ‎ Page créée avec « 700px »
  • 14:315 mars 2025 à 14:31 diff hist −142‎ CustomLine/en ‎ Page créée avec « === Filtering by product categories === »
  • 14:305 mars 2025 à 14:30 diff hist +102‎ N Translations:CustomLine/27/en ‎ Page créée avec « Once the function is activated, a filter icon appears to select or not one or more product categories. » actuelle
  • 14:305 mars 2025 à 14:30 diff hist +46‎ N Translations:CustomLine/26/en ‎ Page créée avec « 700px »
  • 14:305 mars 2025 à 14:30 diff hist −5‎ CustomLine/en ‎ Page créée avec « Here you have to define the position of the field in the list, the name of the column is not used |} »
  • 14:305 mars 2025 à 14:30 diff hist +39‎ N Translations:CustomLine/25/en ‎ Page créée avec « === Filtering by product categories === » actuelle
  • 14:305 mars 2025 à 14:30 diff hist −160‎ CustomLine/en ‎ Page créée avec « ==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: {| class="wikitable" |- style="vertical-align:top;" | 600px | Selection of predefined products/services only |- style="vertical-align:top;" | 600px | Selection of free products/services onl... »
  • 14:305 mars 2025 à 14:30 diff hist +635‎ N Translations:CustomLine/24/en ‎ Page créée avec « ==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: {| class="wikitable" |- style="vertical-align:top;" | 600px | Selection of predefined products/services only |- style="vertical-align:top;" | 600px | Selection of free products/services onl... »
  • 14:305 mars 2025 à 14:30 diff hist +100‎ N Translations:CustomLine/23/en ‎ Page créée avec « Here you have to define the position of the field in the list, the name of the column is not used |} » actuelle
  • 14:305 mars 2025 à 14:30 diff hist −56‎ CustomLine/en ‎ Page créée avec « 300px »
  • 14:295 mars 2025 à 14:29 diff hist +52‎ N Translations:CustomLine/22/en ‎ Page créée avec « 300px »
  • 14:295 mars 2025 à 14:29 diff hist −63‎ CustomLine/en ‎ Page créée avec « In the import settings, you must enter the name of the field in the file to be imported. |<strong>Based on the position of the field</strong> »
  • 14:295 mars 2025 à 14:29 diff hist +141‎ N Translations:CustomLine/21/en ‎ Page créée avec « In the import settings, you must enter the name of the field in the file to be imported. |<strong>Based on the position of the field</strong> » actuelle
  • 14:285 mars 2025 à 14:28 diff hist −63‎ CustomLine/en ‎ Page créée avec « Please note that some fields are mandatory. |<strong>Based on field name</strong> »
  • 14:285 mars 2025 à 14:28 diff hist +81‎ N Translations:CustomLine/19/en ‎ Page créée avec « Please note that some fields are mandatory. |<strong>Based on field name</strong> » actuelle
  • 14:285 mars 2025 à 14:28 diff hist −75‎ CustomLine/en ‎ Page créée avec « You must use the name of the columns in the import file and define the fields present in it. »
  • 14:275 mars 2025 à 14:27 diff hist +92‎ N Translations:CustomLine/18/en ‎ Page créée avec « You must use the name of the columns in the import file and define the fields present in it. » actuelle
  • 14:275 mars 2025 à 14:27 diff hist −56‎ CustomLine/en ‎ Page créée avec « 300px »
  • 14:275 mars 2025 à 14:27 diff hist +51‎ N Translations:CustomLine/17/en ‎ Page créée avec « 300px »
  • 14:275 mars 2025 à 14:27 diff hist −87‎ CustomLine/en ‎ Page créée avec « <strong>Imported fields settings</strong><br>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: {| class="wikitable" |- style="vertical-align:top;" |<strong>Based on the field label</strong> »
  • 14:275 mars 2025 à 14:27 diff hist +371‎ N Translations:CustomLine/16/en ‎ Page créée avec « <strong>Imported fields settings</strong><br>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: {| class="wikitable" |- style="vertical-align:top;" |<strong>Based on the field label</strong> »
  • 14:275 mars 2025 à 14:27 diff hist −247‎ CustomLine/en ‎ Page créée avec « <strong>Import Settings</strong><br>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... »
  • 14:275 mars 2025 à 14:27 diff hist +569‎ N Translations:CustomLine/15/en ‎ Page créée avec « <strong>Import Settings</strong><br>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... »
  • 14:265 mars 2025 à 14:26 diff hist −147‎ CustomLine/en ‎ Page créée avec « ===Import Configuration=== {| class="wikitable" |- style="vertical-align:top;" | 600px | <strong>Parameters</strong><br>ImportCsvSeparator (ByDefault) - In this field you must indicate the type of separator that will be accepted in the CSV document. »
  • 14:265 mars 2025 à 14:26 diff hist +150‎ N Translations:CustomLine/14/en ‎ Page créée avec « <strong>Element</strong><br>Choose the type of element into which the data will be imported (Commercial Proposals, Orders, Invoices, Supplier Orders). » actuelle
  • 14:265 mars 2025 à 14:26 diff hist +282‎ N Translations:CustomLine/13/en ‎ Page créée avec « ===Import Configuration=== {| class="wikitable" |- style="vertical-align:top;" | 600px | <strong>Parameters</strong><br>ImportCsvSeparator (ByDefault) - In this field you must indicate the type of separator that will be accepted in the CSV document. »
  • 14:265 mars 2025 à 14:26 diff hist −80‎ CustomLine/en ‎ Page créée avec « ===Management of access authorizations=== CustomLine allows you to manage access authorizations when entering line fields. {| class="wikitable" |- style="vertical-align:top;" | 600px | 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 r... »
  • 14:255 mars 2025 à 14:25 diff hist +538‎ N Translations:CustomLine/12/en ‎ Page créée avec « ===Management of access authorizations=== CustomLine allows you to manage access authorizations when entering line fields. {| class="wikitable" |- style="vertical-align:top;" | 600px | 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 r... »
  • 14:245 mars 2025 à 14:24 diff hist −130‎ CustomLine/en ‎ Page créée avec « * Use of margin coefficient Sale price = (PCTMARGE * PAHT) / DISCOUNT * TXVAT »
  • 14:245 mars 2025 à 14:24 diff hist +151‎ N Translations:CustomLine/11/en ‎ Page créée avec « 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. »
  • 14:245 mars 2025 à 14:24 diff hist +213‎ N Translations:CustomLine/10/en ‎ Page créée avec « 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 » actuelle
  • 14:245 mars 2025 à 14:24 diff hist −136‎ CustomLine/en ‎ Page créée avec « ==== 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 (no... »
  • 14:245 mars 2025 à 14:24 diff hist +80‎ N Translations:CustomLine/9/en ‎ Page créée avec « * Using a margin percentage Selling price = PAHT * (1 + PCTMARGE/100) / DISCOUNT » actuelle
  • 14:245 mars 2025 à 14:24 diff hist +77‎ N Translations:CustomLine/8/en ‎ Page créée avec « * Use of margin coefficient Sale price = (PCTMARGE * PAHT) / DISCOUNT * TXVAT » actuelle
  • 14:235 mars 2025 à 14:23 diff hist −315‎ CustomLine/en ‎ Page créée avec « == Module configuration == {| class="wikitable" |- style="vertical-align:top;" | 850px | 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=== {| class="wikitable" |- style="vertical-align:top;" | 800px | The administration allows... »
  • 14:235 mars 2025 à 14:23 diff hist +604‎ N Translations:CustomLine/7/en ‎ Page créée avec « ==== 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 (no... » actuelle
  • 14:235 mars 2025 à 14:23 diff hist +116‎ N Translations:CustomLine/6/en ‎ Page créée avec « It is also possible to activate the filtering function by category of the product list with the associated switch |} » actuelle
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