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Module CategorizeAll: Difference between revisions
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=== | ===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=== | ||
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...==== | ||
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, | ||
1-> | 1-> Name the category -> Best Sellers 2019 | ||
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 | ||
=== | ===Links To Reports Native Dolibarr Customized By Categorizeall=== | ||
====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"=== | ||