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| =<small>Logo</small>= | | =<small>Logo</small>= |
− | [[Image:Logotipo500.jpg|200px|Logo]] | + | [[File:Logotipocategorizeall2.png|200x200px|Logo]] |
| =<small>Features</small>= | | =<small>Features</small>= |
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− | '''Customize Forms''' allows you to create new features in 24 dolibarr forms ( + 430 standard fields and + all extra fields)
| + | CategorizeAll allows the management of categories in Dolibarr. Create and apply categories (tags) to all items with just a few clicks. |
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− | 1- Hide fields;
| + | For customers and products, you can also categorize quantities and values for budgets, orders, and invoices. Centralizes access to Reports and Category Lists. |
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− | 2- Make fields as mandatory (Javascript);
| + | Allows you to access sales reports and category lists in the same environment. |
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− | 3- Disable fields;
| + | CategorizeAll makes it easy to select items in reports, listings, mailing submissions and all system operations, as well as providing a simple method of identifying and analyzing the system database. |
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− | 4- Create Custom Header and Footer;
| + | CategorizeAll is a module that helps add one more label to your Dolibarr ERP / CRM. It is the acronym ECR - Efficient Consumer Response, which is a broad strategy of adding value to companies' products and services. One of the key processes for implementing this continuous improvement is "Category Management" which, in short, proposes a broad categorization of business information and its use in all business processes. CategorizeAll facilitates category management in Dolibarr by centralizing the creation and access to sales lists and reports. |
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− | 5- Define default values for fields (texts, lists, html, selection and categories);
| + | <br /> |
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− | 6- Create tooltip with instructions on the fields;
| + | ==== EASY TO CREATE NEW CATEGORIES ==== |
| + | To create categories in Dolibarr, you must register each category and go to each record to link the category. With the CategorizeAll module just a few clicks to create the category and link across all items. |
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− | 7- Create auxiliary lists of preformatted texts and phrases to easily insert into the fields (text, html);
| + | CategorizeAll presents all table fields that have categories (Third Party, Products, Contacts, Financial Accounts, Projects, Users and Members) and allows to use as selection criteria in the search of the items. |
| + | <br /> |
| + | |
| + | ==== '''JUST 2 STEPS - SET SELECTION CRITERIA AND CREATE CATEGORY''' ==== |
| + | The possibilities for creating categories are endless, as the criteria are the fields of the Dolibarr database: |
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| + | In the text fields it allows searching by word or phrase through the Contain / Not Contain operations; |
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| + | In the selection and checkbox fields, the system options are available to perform the search through Equal / Different operations; |
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| + | In the value and date fields, the value and date range fields are available for searching through the Interval / Out of Interval operations; |
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| + | In the budget, order, and invoice fields, you make available the types (values or quantities), value and quantity range fields, date range fields, and situations (draft, validated, signed, paid, and canceled) to perform the search via of operations In Range / Out of Range / With records in table / No records in table; |
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| + | <nowiki>*</nowiki> CategorizeAll allows recursive use of categories, ie a new category can use other existing categories as criteria. |
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| + | <nowiki>*</nowiki> Criteria may be combined. |
| + | <br /> |
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| + | ==== '''SIMPLE PRACTICAL EXAMPLE - CREATING THE CATEGORY "Customers from Brazil"''' ==== |
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| + | For example, to create a "Third Party" category of type "Customers from Brazil", simply: |
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| + | Step 0- On Home -> Click on Third Party Form |
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| + | Step 1- On the Categories / Create Category Name and Criteria Page -> Click Create New Category, |
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| + | 1.1 -> Name the category -> Customers from Brazil |
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| + | 1.2 -> In the Available Criteria Table -> In the "Country" field select -> Brazil and click on the Arrow -> (Insert) |
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| + | 1.3 -> Click on -> Submit (Defined Criteria) |
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| + | Step 2- On the Categories / Check Criteria Page and Create or Update Category -> Click -> Criteria List, |
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| + | 2.1 -> Click on Created Category or Tag Button |
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| + | 2.2 -> In the field "Result" -> Check Selected Items Match |
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| + | 2.3 -> [If Third Party Form] -> In the "Category Type" -> Inform if you are a customer or supplier. |
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| + | 2.4 -> In the field "Color" -> Define a color for this category |
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| + | 2.5 -> Click on the "Create New Category" button (Created Category) |
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| + | 2.6 -> Click on the "Category List" button -> The category is created and links to reports and lists are available to access. |
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| + | ===== MORE... ===== |
| + | Easily create Third Party Tags, Products, Contacts, Financial Accounts, Projects, Users and Members in Dolibarr ERP / CRM. |
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| + | For third parties and products, you can also categorize quantities and values in budgets, orders, and invoices from Customers and Suppliers. |
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| + | Access Customer and Product / Service sales reports in one click! |
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| + | Access the Categorized Item lists in one click! |
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| + | In just a few clicks you can create and update all categories. |
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− | 8- Change the presented names of the fields without changing the translations;
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| =<small>Install</small>= | | =<small>Install</small>= |
| 1- To Install the module, simply unzip the files and place in the '''custom''' folder of the Dolibarr directory and then '''Activate''' the module. | | 1- To Install the module, simply unzip the files and place in the '''custom''' folder of the Dolibarr directory and then '''Activate''' the module. |
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− | 2- The module is installed in the '''Tools''' menu of Dolibarr, click on the menu and on the left will appear the link Customize Forms. | + | 2- The module is installed in the '''Tools''' menu of Dolibarr, click on the menu and on the left will appear the link '''CategorizeAll'''. |
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− | 3- Click on the '''Customize Forms''' link and you will be taken to the system home page. | + | 3- Click on the '''CategorizeAll''' link and you will be taken to the system home page. |
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| =<small>Permissions:</small>= | | =<small>Permissions:</small>= |
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| =<small>Pages</small>= | | =<small>Pages</small>= |
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− | The '''Customize Forms''' Module is very simple to configure, has only 3 control pages: | + | The '''CategorizeAll''' Module is very simple to configure, has only 3 control pages: |
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| ==<small>Page 1 - Home Page - List Forms</small>== | | ==<small>Page 1 - Home Page - List Forms</small>== |
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− | *The Home Page lists all 24 Dolibarr forms that can be configured by Customizeforms. | + | *The Home Page lists all 7 Dolibarr entities that can be create categories by '''CategorizeAll:''' |
− | *The Qty column tells you how many fields can be set on each form. | + | *#Third Party Tags, |
− | *To '''Customize''' a Form, just click the pencil on the right form. | + | *#Products, |
| + | *#Contacts, |
| + | *#Financial Accounts, |
| + | *#Projects, |
| + | *#Users, |
| + | *#Members |
| + | *The '''Qty Criteria''' column tells you how many criteria can be config to select on each entities. |
| + | *The '''Qty Categories''' column tells you how many categories had created on each entities |
| + | *To '''Create Categorie''' a entitie, just click the pencil on the right form. |
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− | [[Image:Pagina1.png|800px|HomePage]] | + | [[File:HomePage.png|800x800px|HomePage]] |
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− | ==<small>Page 2 - List All Form Fields to Customize</small>== | + | ==<small>Page 2 - List All Criteria to Create Categorie</small>== |
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− | *In this example, we click on the '''Home Page''' in the '''New Commercial Proposal - Customer''' form. | + | *In this example, we click on the '''Home Page''' in the '''Product-Service''' entitie. |
− | *This page only displays fields with default values that have already been set. All fields of the form are displayed on this page. | + | *This page only displays fields with default values that have already been set in Dolibarr. All fields of the entitie are displayed on this page. |
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| 1 - '''Extrafields''' that were created for this module will be inserted automatically when you open the page. | | 1 - '''Extrafields''' that were created for this module will be inserted automatically when you open the page. |
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− | 2 - The '''Header''' and '''footer''' fields are options that can be added to the form.
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| [[Image:Pagina2.png|800px|Form]] | | [[Image:Pagina2.png|800px|Form]] |