DoliSmart

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. Some features, such as searching for an invoice based on the third-party name, may not work on versions prior to V22.

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.

Search List Options	Display Options

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.

Detail Page Selection	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

Icons are used consistently across multiple sections of the app.

Details Screen Icons Icon Function Description Number (Number) Number of sales Excl. Tax (Excluding Tax) Calculated amount excluding tax Incl. Tax (Including All Taxes) Final billable amount including tax Address / Google Maps Clickable link to Google Maps with the address entered Phone Makes a call if a number is entered (on mobile) Mail (native app) Opens the phone's messaging app Customer Designates a confirmed customer Prospect Third party in the sales prospecting phase Supplier Designates a supplier (purchasing, logistics, etc.) All elements View of all elements Annual Calendar Filtered or sorted view by year Quarter Group by quarter (Q1, Q2, etc.)

Space Screen Icons Icon Meaning Description Calendar Overview of events associated with the third party (tasks, appointments, etc.) Mail via Dolibarr Sends an email via the integrated Dolibarr messaging interface Documents / Attachments Access linked files & upload files Action Action associated with the item (signature, status update, etc.)

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: Access the item's information sheet 4: Access the information sheet of the third party attached to the item (if a third party is associated) 5: 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.

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

Section Commerce (Espace Devis et Commandes Client)

Espace Proposition commercial	Détails Devis Clients
Zone de recherche des propositions. Tableau des devis clients par trimestre avec filtrage (Nb, Montant HT et TTC). Graphique mensuel Liste des dernières propositions	Bandeau d'information Popup Évènements Popup Documents Ligne de détail

Espace Commandes	Détails Commande
Zone de recherche des commande Tableau des commandes par trimestre avec filtrage (Nb, Montant HT et TTC) Graphique mensuel des commande Liste des dernières commandes	Tableau d'information de la Commande Client Popup Évènements liés au devis Popup Documents liés au devis Ligne de détail

Section Engagement (Espace Contrats et Interventions)

Cette section, se trouvant dans Dolibarr parmi celle du Commerce, a été séparée pour plus de lisibilité

Espace Contrats	Détails Contrat
Zone de recherche des contrats Tableau des contrats par trimestre avec filtrage (Nb, Ouvert, Fermer) Graphique mensuel des contrats Liste des dernières contrats	Tableau d'information du Contrat Popup Évènements liés au contrat Popup Documents liés au contrat Ligne de détail

Espace Interventions	Détails Intervention
Zone de recherche des interventions Tableau des interventions par trimestre avec filtrage (Nb, Nb d'heur, Nb jours) Graphique mensuel des interventions Liste des dernières interventions	Tableau d'information de l'Intervention Popup Évènements liés à l'intervention Popup Documents liés à l'intervention Popup Signature liés à l'intervention Ligne de détail

Section Facture (Espace Factures et Règlements)

Espace Factures	Détails Facture
Zone de recherche des factures Tableau des factures par trimestre avec filtrage (Nb, HT, TTC) Graphique mensuel des factures Liste des dernières factures	Tableau d'information de Facture Popup Évènements liés de facture Popup Documents liés de facture Ligne de détail

Espace Règlements	Détails Règlement
Zone de recherche des règlements Tableau des règlements par trimestre avec filtrage (Nb & Montant) Graphique mensuel des règlements Liste des derniers règlements	Tableau d'information de l'Intervention Popup Évènements liés à l'intervention Ligne de détail

Section Banque (Espace Comptes et Ecritures)

Espace Comptes	Détails Compte
Zone de recherche des comptes Liste des comptes Tableau des écritures comptable par trimestre avec filtrage (A, D, C) Graphique mensuel des comptes Liste des dernières interventions	Tableau d'information du Compte Popup Documents liés à l'intervention Ligne de détail

Espace Ecritures	Détails Ecritures
Zone de recherche des écritures Tableau des écritures par trimestre avec filtrage (A, D, C) Graphique mensuel des écritures Liste des dernières écritures	Tableau d'information de l'Ecriture Ligne de détail

Section Calendrier (Liste évènements et Vue Agenda)

Dans l'espace Calendrier, vous trouverez les onglet :

Liste des évènements
Zone de recherche d'un évènement Liste des dernier évènements

Détails évènement
Tableau d'information de l'Intervention Popup Documents liés à l'intervention Ligne de détail

Vue Agenda
Calendrier avec filtrage (Jour, Semaine, Mois)

Section Ticket (Espace Ticket et Base de connaissance)

Espace Ticket	Détails Ticket
Zone de recherche des tickets Tableau des ticket par trimestre Graphique mensuel des ticket Liste des dernier ticket	Tableau d'information du Ticket Popup Évènements liés au ticket Popup Documents liés au ticket Ligne de détail

Espace Base de Connaissance	Détails Base de Conaissance
Zone de recherche d'article Tableau des articles par trimestre Graphique mensuel des articles Liste des derniers articles	Tableau d'information de l'Ecriture Popup Évènements liés à l'article Popup Documents liés à l'article Ligne de détail