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General information on usage: Difference between revisions
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Ajout de l'e-mail comme support de login.
Tag: 2017 source edit |
m (Ajout de l'e-mail comme support de login.) |
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{{TemplateDocUser}} | {{TemplateDocUser}} | ||
= Starting the application: = | =Starting the application:= | ||
To begin, launch the application, either by clicking on the icon installed on your desktop by the installation package or by typing appropriate URL in your web browser (The URL can be of the form http://localhost/dolibarr/ for local installation but can be different in the case of a manual installation, in that case it will depend on the configuration of your Web server). | To begin, launch the application, either by clicking on the icon installed on your desktop by the installation package or by typing appropriate URL in your web browser (The URL can be of the form http://localhost/dolibarr/ for local installation but can be different in the case of a manual installation, in that case it will depend on the configuration of your Web server). | ||
After launching application, you should see the login page with at least 2 fields: | After launching application, you should see the login page with at least 2 fields: | ||
* '''Login''': the login of user to connect. If this is a first usage, it is the user entered at last step of the installation (eg admin) | *'''Login''': the login of user to connect. If this is a first usage, it is the user entered at last step of the installation (eg admin). It can also be the e-mail of the super admin. | ||
* '''Password''': the password of user to connect. If this is a first usage, it is the password entered at last step of the installation (eg changeme) | *'''Password''': the password of user to connect. If this is a first usage, it is the password entered at last step of the installation (eg changeme) | ||
[[File:identification.jpg|360px|center]] | [[File:identification.jpg|360px|center]] | ||
= Homepage = | =Homepage= | ||
Once logged in, you see the home page. It contains menu bars (one horizontal bar and one vertical bar) and more informations in the center: | Once logged in, you see the home page. It contains menu bars (one horizontal bar and one vertical bar) and more informations in the center: | ||
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*In the lower part, there may be other information boxes. The list depends upon boxes activated via the menu '''Home->Setup->Boxes'''. | *In the lower part, there may be other information boxes. The list depends upon boxes activated via the menu '''Home->Setup->Boxes'''. | ||
= Using the menus = | =Using the menus= | ||
Each menu in the horizontal bar is related to one module. When a module is activated its associated menu appears in the horizontal menu bar. The menu entry of a module does not appear in the menus until the module has been activated. To activate a module, see page [[First_setup]]. | Each menu in the horizontal bar is related to one module. When a module is activated its associated menu appears in the horizontal menu bar. The menu entry of a module does not appear in the menus until the module has been activated. To activate a module, see page [[First_setup]]. | ||
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Note that the organization of the menus depends on the choice of menu manager configured in '''Home->Setup->Menus'''. | Note that the organization of the menus depends on the choice of menu manager configured in '''Home->Setup->Menus'''. | ||
= Objects = | =Objects= | ||
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, ... | 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, ... | ||
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Symbol/signage of status depends on object and its options defined in the module setup dedicated to object management. | Symbol/signage of status depends on object and its options defined in the module setup dedicated to object management. | ||
Current definition and symbol/signage of status are (with default theme "eldy") : | Current definition and symbol/signage of status are (with default theme "eldy") : | ||
* [[Image:statut0.png]] Draft Status - Object is not yet validated (White color, no action can be taken on object) | |||
* [[Image:statut1.png]] Validated Status - Object is validated and some actions are now expected on the object (Yellow color). | *[[Image:statut0.png]] Draft Status - Object is not yet validated (White color, no action can be taken on object) | ||
* [[Image:statut3.png]] More advanced status than Validated - Some actions have been taken on the object, but still some action(s) are expected on it (Color is partially yellow) | *[[Image:statut1.png]] Validated Status - Object is validated and some actions are now expected on the object (Yellow color). | ||
* [[Image:statut4.png]] Processed, Active or Enabled Status - No particular action is expected for the object any more, although some event may still occur (Green color, means everything is ok currently) | *[[Image:statut3.png]] More advanced status than Validated - Some actions have been taken on the object, but still some action(s) are expected on it (Color is partially yellow) | ||
* [[Image:statut5.png]] Cancelled Status - No specific action can occur for this object (White color with Cross, white means "no action can be taken" and the cross means "anymore") | *[[Image:statut4.png]] Processed, Active or Enabled Status - No particular action is expected for the object any more, although some event may still occur (Green color, means everything is ok currently) | ||
* [[Image:statut8.png]] Error Status - This status means that there is a critical problem to fix for the object (red color means error) | *[[Image:statut5.png]] Cancelled Status - No specific action can occur for this object (White color with Cross, white means "no action can be taken" and the cross means "anymore") | ||
*[[Image:statut8.png]] Error Status - This status means that there is a critical problem to fix for the object (red color means error) | |||
Note that with other themes, meaning of status will not differ, but color code may change (for example a theme may decide that good color for cancel symbol is "orange" and not "white crossed". | Note that with other themes, meaning of status will not differ, but color code may change (for example a theme may decide that good color for cancel symbol is "orange" and not "white crossed". | ||
= Features = | =Features= | ||
Each feature is provided by a module. All modules are documented in the module documentation. For a complete list of modules and their documentation, see the following pages: | Each feature is provided by a module. All modules are documented in the module documentation. For a complete list of modules and their documentation, see the following pages: | ||
*The list of standard modules is defined in page [[:Category:List_of_Modules]] | *The list of standard modules is defined in page [[:Category:List_of_Modules]] | ||
*The list of external modules (add-ons not provided by default) is set in the complementary modules page [[:Category:Complementary_modules]] | *The list of external modules (add-ons not provided by default) is set in the complementary modules page [[:Category:Complementary_modules]] | ||