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− | ===EASY TO CREATE NEW CATEGORIES=== | + | ===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. | | 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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− | ===JUST 2 STEPS - SET SELECTION CRITERIA AND CREATE CATEGORY=== | + | ===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: | | The possibilities for creating categories are endless, as the criteria are the fields of the Dolibarr database: |
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− | ====MORE...==== | + | ====More...==== |
| Easily create Third Party Tags, Products, Contacts, Financial Accounts, Projects, Users and Members in Dolibarr ERP / CRM. | | Easily create Third Party Tags, Products, Contacts, Financial Accounts, Projects, Users and Members in Dolibarr ERP / CRM. |
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| Step 1- On the Categories / Create Category Name and Criteria Page -> Click Create New Category, | | Step 1- On the Categories / Create Category Name and Criteria Page -> Click Create New Category, |
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− | 1-> '''Name the category''' -> Best Sellers 2019 | + | 1-> Name the category -> Best Sellers 2019 |
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| 2 -> In the Available Criteria Table -> In the "Invoices-Customer" field, fill in the fields as the picture, and | | 2 -> In the Available Criteria Table -> In the "Invoices-Customer" field, fill in the fields as the picture, and |
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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 | | 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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− | ===LINKS TO REPORTS NATIVE DOLIBARR CUSTOMIZED BY CATEGORIZEALL=== | + | ===Links To Reports Native Dolibarr Customized By Categorizeall=== |
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| ====Report 1 - View Sales Customer==== | | ====Report 1 - View Sales Customer==== |
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| ====Report 3 View List Of Third Parties==== | | ====Report 3 View List Of Third Parties==== |
| [[File:Print22 - Report.png|none|thumb|1147x1147px]]<br /> | | [[File:Print22 - Report.png|none|thumb|1147x1147px]]<br /> |
− | ===SIMPLE PRACTICAL EXAMPLE - CREATING THE CATEGORY "Customers from Brazil"=== | + | ===Simple Practical Example - Creating The Category "Customers From Brazil"=== |
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