General information on usage: Difference between revisions

Jump to navigation Jump to search
m
Line 35: Line 35:


= Objects =
= Objects =
Objects are the generic term to speak about records managed by the application. It can be for example: a customer, a supplier, an invoice, an order, a proposal, an agenda event, a user, ...
Objects are the generic terms to speak about records managed by the application. It can be for example: a customer, a supplier, an invoice, an order, a proposal, an agenda event, a user, ...


Each object is managed by a Dolibarr module. According to module you enabled or not, some objects may appears or not into application.
Each object is managed by a Dolibarr module. According to module you enabled or not, some objects may appear or not in the application.
Dolibarr policy is to use a common way of working for each managed modules or objects.
Dolibarr policy is to use a common way of working for each managed modules or objects.
So, for each object, you will find a menu entry to Create (menu will be called "New Object") and a menu entry to list all objects (menu will be called "List").
So, for each object, you will find a menu entry to Create (menu is called "New Object") and a menu entry to list all objects (menu is called "List").
Then when clicking on an object found into a list, you can read all properties of an object dispatched into several tabs. A button "Modify" is visible by allowed user to edit object.
Then clicking on an object found in a list, you can read all properties of the object arranged in several tabs. A button "Modify" is visible to the allowed user to edit the object.


For example, this is a view of left menu to manage third-parties, and card of a selected third-party (click to enlarge):
For example, this is a view of left menu to manage third-parties, and card of a selected third-party (click to enlarge):
Line 46: Line 46:
[[Image:Screenshot thirdparty.png|480px]]
[[Image:Screenshot thirdparty.png|480px]]


Also, each object may have different status to define where object is in workflow. Status of object is always visible into last column of list of object.
Also, each object may have different status to define where object is in workflow. Status of object is always visible in the last column of list of object.
Number of status will depends on object and options defined into the module setup dedicated to object management.
Number of status will depends on object and options defined in the module setup dedicated to object management.
Current definition and signage of status are (with default theme "eldy") :
Current definition and signage of status are (with default theme "eldy") :
* [[Image:statut0.png]] Draft - Status when object is not yet validated (white color means "don't take care of me" yet)
* [[Image:statut0.png]] Draft - Status when object is not yet validated (white color means "don't take care of me" yet)
304

edits

Navigation menu