Difference between revisions of "Module Ultimatepdf EN"
| Line 139: | Line 139: | ||
- Add and merge one or more pdf to your proposals, Invoices or Orders. | - Add and merge one or more pdf to your proposals, Invoices or Orders. | ||
| − | - Add and configure a | + | - Add and configure a specific line using dictionaries and extrafields |
= Usage = | = Usage = | ||
Revision as of 06:42, 3 April 2014
<keywords content="Ultimatepdf, Dolibarr, models, design, interface, invoice, order, proposal, project" />
Informations
| Module name | UltimatePDF |
| Editor / Editeur | Atoo.Net - http://www.atoo-net.com |
| Download or buy page / Page achat ou téléchargement | External module - www.dolistore.com |
| Status / Statut / Estado | Stable |
| Prerequisites / Prérequis |
Dolibarr min version: See on Dolistore Dolibarr max version: See on Dolistore |
| Last update date / Date mise à jour fiche / Fecha última actualización | 2014-04-3 |
| Note / Nota |
Features
Module that allows you to customize your commercial documents (order, shipment, invoice lcr, intervention, project, proposal, supplier invoice and order). In addition the administration module allows you to manage your own background colors for blocks, borders, tables and text using the colorpicker tool and change the font. Entire color palette available! Also adds many features to documents :
* bill of exchange (LCR) for invoices * References columns * Signature block and stamp « Agreed and signed » * Currency symbols displayed after the amounts ...
Prerequisites
Dolibarr 3.2.0, 3.3.0, 3.4.0., 3.5.0
Installation
From the application
- Download the archive file of module (.zip file)
- Go on menu Home -> Setup -> Modules -> Deploy external module and submit the file.
- Module is then visible into list of available modules (Home -> Setup -> Modules) and can be activated.
Manually
- Download the archive file of module (.zip file)
- Put the file into the root directory of Dolibarr.
- Uncompress the archive file, for example with command
unzip modulefile.zip
- Module is then visible into list of available modules (Home -> Setup -> Modules) and can be activated.
Verify you have this path : htdocs/custom/ultimatepdf
Setup
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
If a cog icon appears 
on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
You will now enable the "ultimate" models in all modules where they are present :
- ultimate_propal1 and ultimate_propal2 within Commercial proposal management models,
- ultimate_order1, ultimate_order2, ultimate_proforma1, ultimate_proforma2 within Customer order management models,
- ultimate_inter within Intervention management models,
- ultimate_shipment within Shipments and delivery order management models,
- ultimate_receipt within Shipments and delivery order management models,
- ultimate_invoice1 and ultimate_invoice2 within Invoice and credit note management for customers models,
- ultimate_supplierinvoice within Invoice and credit note management for suppliers models,
- ultimate_project within Project management models.
The module is now operational.
Setup Ultimatepdf
Own page configuration module:
In the configuration page dedicated to the module, two main tabs:
- Models tab
Here you can create and edit your models, for that purpose :
- Fill the text field to enter a name for your model.
- Use the color picker to a background color.
- Use the color picker to a border color.
- Use the color picker to a text color.
- Choose the look of your lines (Dotted or solid line).
- Display or not the reference column.
- Hide or not the column and the amount of VAT.
- Give a description of your model for easy retrieval (e.g.: My Blue model with VAT and References)
- Ability to use another logo that your company (for thematic subsidiaries).
- Possibility to use another font that one configured in the language file, e.g. "DejaVuSans".
- Change height of space reserved to output the free text (footer).
- Change font size of free text
- View the signature of the sale representative in charge in the public note block.
Now do not forget to select your template by clicking on the icon in the upper right menu.
Select the model from the dropdown list
Online Training:[[1]]
- Options Tabs
Here you can manage the following features :
Rules to forge address boxes:
- Show phone, fax and email if a contact address is used
- Hide VAT intra within addresses blocks
Rules to forge columns:
- Display the reference column.
- Hide the column and the amount of VAT.
- Hide the long description in the description column.
- Hide references in the description column.
- Hide all data in the columns following the description ( VAT, Public price, Qty, Discount, Total).
- Hide amount without tax
- Hide quantities.
- Hide VAT amounts.
miscellaneous Settings - The settings can now be done independently within proposals, orders, shipments and invoices
- Add a dotted line between lines of products/services.
- Display folding mark at third of page
- Display thumbnails photos of products in your Proposals
- Display thumbnails photos of products in your Orders
- Display thumbnails photos of products in your Invoices
- Do not repeat the header if there are multiple pages
- Display another logo that the company logo.
- Hide RIB part of the bank account.
- Change the height of the placeholder for free text block
- Displaying a background image on your documents.
- Show block: "Good for Agreement"
- View the signature of the representative in charge in the public block note.
- Display Thirdparty barcode within Proposals, Orders and Invoices.
- Display ThirdpartyQRcode within Proposals, Orders, Expeditions and Invoices.
- Display or mask LS and LR columns on expeditions.
- Add and merge one or more pdf to your proposals, Invoices or Orders.
- Add and configure a specific line using dictionaries and extrafields
Usage
Easy to use, with a few clicks all of your documents are at your own colors and each of your employees may have its personalized documents.
Development
Development of this module is not included inside the standard GIT repository of Dolibarr but inside a repository dedicated to modules not supported by the Dolibarr development team but supported by Atoo.Net on platform Doliforge : https://doliforge.org/projects/ultimatepdf/