Module CategorizeAll: Difference between revisions

Jump to navigation Jump to search
dd
(dd)
Line 84: Line 84:
   
   
*In this example, we click on the '''Home Page''' in the '''Product-Service''' entitie.
*In this example, we click on the '''Home Page''' in the '''Product-Service''' entitie.
*'''Avaliable Criteria area -''' This area display all fields of the entitie (Product-Service in example) with values that have already been set in Dolibarr.
*'''Avaliable Criteria area -''' This area display all fields of the entitie (Product-Service in example) with values that have already been set in Dolibarr.
*Extrafields that were created for this module will be inserted automatically when you open the page.
*Extrafields that were created for this module will be inserted automatically when you open the page.
*To view helps tap in ( i )
*To view helps tap in ( i )
Line 110: Line 110:
      2.1 -> Click on Created Category or  (1)Tag Button;
      2.1 -> Click on Created Category or  (1)Tag Button;


* To '''clone''' this Criteria, click in pencil icon, rename and save;
*To '''clone''' this Criteria, click in pencil icon, rename and save;
* To '''delete''' this Criteria,  click in ( x ) icon;
*To '''delete''' this Criteria,  click in ( x ) icon;


<br />[[File:Page 2 Step 3.png|none|thumb|1141x1141px]]
<br />[[File:Page 2 Step 3.png|none|thumb|1141x1141px]]
Line 126: Line 126:
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


* To '''access''' the '''Report 1 - View Sales Customer''', click in dollar icon;
*To '''access''' the '''Report 1 - View Sales (Customer/Product-Service)''', click in dollar icon;
* To '''access''' the '''Report 2 - View Categorie''', click in doc icon;
*To '''access''' the '''Report 2 - View Categorie''', click in doc icon;
* To '''access''' the '''Report 3 - View List Of Third Parties''', click in search icon;
*To '''access''' the '''Report 3 - View List Of Third Parties''', click in search icon;
* To '''view''' this Criteria, click in tag icon;
*To '''view''' this Criteria, click in tag icon;
* To '''delete''' this Criteria,  click in ( x ) icon;
*To '''delete''' this Criteria,  click in ( x ) icon;


===Links To Reports Native Dolibarr Customized By Categorizeall===
===Links To Reports Native Dolibarr Customized By Categorizeall===


====Report 1 - View Sales Customer====
====Report 1 - View Sales '''(Customer/Product-Service)'''====
[[File:Print21- Report.png|none|thumb|1145x1145px]]
[[File:Print21- Report.png|none|thumb|1145x1145px]]


202

edits

Navigation menu