Dolibarr ERP CRM Wiki

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Module Ultimatepdf EN (view source)

Revision as of 13:21, 23 July 2019

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[[fr:Module_Ultimatepdf_FR]]
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[[Category:Complementary modules]]
 
[[Category:Complementary modules]]
 
[[Category:Ultimatepdf]]
 
[[Category:Ultimatepdf]]
 
{{TemplateDocDevEn}}
 
{{TemplateDocDevEn}}
 
{{TemplateDocUser}}
 
{{TemplateDocUser}}
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<keywords content="Ultimatepdf, Dolibarr, models, design, interface, invoice, order, proposal, project" />
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<seo metak="Ultimatepdf, Dolibarr, models, design, interface, invoice, order, proposal, project" />
 
= Informations =
 
= Informations =
 
{{TemplateModuleInfo
 
{{TemplateModuleInfo
 
|modulename=UltimatePDF
 
|modulename=UltimatePDF
 
|editor=Atoo.Net
 
|editor=Atoo.Net
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|web=http://www.atoo-net.com
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|web=https://www.atoo-net.com
 
|webbuy={{LinkToPluginDownloadDoliStore|keyword=ultimatepdf}}
 
|webbuy={{LinkToPluginDownloadDoliStore|keyword=ultimatepdf}}
 
|status=stable
 
|status=stable
 
|prerequisites=
 
|prerequisites=
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|minversion=3.5.0
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|minversion=9.0.0 (for ultimatepdf 9) -10.0.0 (for ultimatepdf 10)
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|note=
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|note=Download the all document (in french) about Ultimatepdf : [[https://wiki.dolibarr.org/upload/1/19/Dolibarr_the_Book_10.0_FR-275-305.pdf]]
 
}}
 
}}
    
= Features =
 
= Features =
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This is the real Swiss knife 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!
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It's the real Swiss knife with '''more than 100 blades!''' which allows to customize your pdf documents, to grant them to the graphic charter of your company. You can choose the color of the font, borders, and backgrounds and choose to have continuous or dashed outline lines. Adds many features to documents:
 
Also adds many features to documents :
 
Also adds many features to documents :
 +
 +
* Concatenation of pdf documents on all types of documents (GTC, technical sheets ...),
 
  * bill of exchange (LCR) for invoices
 
  * bill of exchange (LCR) for invoices
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  * Independent references column  
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* Numbering column lines,
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  * Independent image column
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  * Independent references column,
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  * Signature block and stamp « Agreed and signed »
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  * Independent image column,
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  * Currency symbols displayed after the amounts
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  * Signature block and stamp « Agreed and signed »,
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  * Currency symbols displayed after or before the amounts.
 
  ...
 
  ...
    
= Prerequisites =
 
= Prerequisites =
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Dolibarr 3.5.x, 3.6.x, 3.7.x, 3.8.x  
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Dolibarr 9.0.x, 10.0.x
    
= Installation =
 
= Installation =
    
{{InstallModuleEn}}
 
{{InstallModuleEn}}
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'''! For those who already have an installed version, remember to disable it before replacing with the new version.'''
 
Verify you have this path : htdocs/custom/ultimatepdf
 
Verify you have this path : htdocs/custom/ultimatepdf
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{{ActivationModuleEn}}
 
{{ActivationModuleEn}}
 
You will now enable the "ultimate" models in all modules where they are present :
 
You will now enable the "ultimate" models in all modules where they are present :
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* ultimate_propal1 and ultimate_propal2 within Commercial proposal management models,
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* ultimate_propal1 and ultimate_propal2 within Commercial proposal management models,('''!since version 9.0, there is only one type of document: ultimate_propal, because all the columns can be activated or deactivated on the fly.''')
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* ultimate_order1, ultimate_order2, ultimate_proforma1, ultimate_proforma2 within Customer order management models,
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* ultimate_order1, ultimate_order2, ultimate_proforma1, ultimate_proforma2 within Customer order management models, ('''!since version 9.0, there is only one type of document: ultimate_order, because all the columns can be activated or deactivated on the fly.'''),
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* ultimate_invoice1 and ultimate_invoice2 within Invoice and credit note management for customers models, ('''!since version 9.0, there is only one type of document: ultimate_invoice, because all the columns can be activated or deactivated on the fly.'''),
 
* ultimate_inter within Intervention management models,
 
* ultimate_inter within Intervention management models,
 
* ultimate_shipment within Shipments and delivery order management models,
 
* ultimate_shipment within Shipments and delivery order management models,
 
* ultimate_receipt within Shipments and delivery order management models,
 
* ultimate_receipt within Shipments and delivery order management models,
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* 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_supplierinvoice within Invoice and credit note management for suppliers models,
 
* ultimate_project within Project management models.
 
* ultimate_project within Project management models.
   −
The module is now operational.  
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The module is now operational. ('''! You can go and test Ultimatepdf at this address : [[http://doliweb.com]]''')
 +
 
 +
'''! You can go to the wiki help related to the feature by clicking on the "?" placed at the top right'''
 +
(If you have not hidden the online help in Administration> Display)
    
== Setup models ==
 
== Setup models ==
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'''Own page configuration module:'''
 
'''Own page configuration module:'''
   −
[[File:Ultimatepdf_help-1.png|800px]]
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[[File:Ultimatepdf_help-en-01.png|800px]]
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* Example of realized model : [[https://wiki.dolibarr.org/upload/5/56/PR1604-0022_%285%29.pdf]]
    
In the configuration page dedicated to the module, two main tabs:
 
In the configuration page dedicated to the module, two main tabs:
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# Use the color picker to a border color.
 
# Use the color picker to a border color.
 
# Use the color picker to a text color.
 
# Use the color picker to a text color.
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# Display or not the background color of the address blocks independently of each other.
 
# Choose the look of your lines (Dotted or solid line).
 
# Choose the look of your lines (Dotted or solid line).
 
# Hide or not the column and the amount of VAT.
 
# Hide or not the column and the amount of VAT.
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# Show a background image on your models
 
# Show a background image on your models
   −
[[File:Ultimatepdf_help-2.png|800px]]
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[[File:Ultimatepdf_help-en-02.png|800px]]
    
#Possibility to use a different logo than that of your company (for thematic subsidiaries).
 
#Possibility to use a different logo than that of your company (for thematic subsidiaries).
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Now do not forget to select your template by clicking on the icon in the upper right menu.
 
Now do not forget to select your template by clicking on the icon in the upper right menu.
   −
[[File:Ultimatepdf1.jpg|400px]]
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[[File:Ultimatepdf_help-en-03.png|800px]]
    
Select the model from the dropdown list
 
Select the model from the dropdown list
   −
[[File:Ultimatepdf2.jpg|400px]]
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[[File:Ultimatepdf_help-en-04.png|800px]]
    
Online Training:[[http://www.youtube.com/watch?v=bw3a08poCmU]]
 
Online Training:[[http://www.youtube.com/watch?v=bw3a08poCmU]]
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== Options tab ==
 
== Options tab ==
   −
[[File:Ultimatepdf_help-6.png|800px]]
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[[File:Ultimatepdf_help-en-05.png|800px]]
    
Here you can manage the following features :
 
Here you can manage the following features :
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== Commercial proposals tab ==
 
== Commercial proposals tab ==
   −
[[File:Ultimatepdf_help-7.png|800px]]
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[[File:Ultimatepdf_help-en-06.png|800px]]
    
  - Settings can now be made independently in the commercial proposals
 
  - Settings can now be made independently in the commercial proposals
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== Orders tab ==
 
== Orders tab ==
   −
[[File:Ultimatepdf_help-8.png|800px]]
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[[File:Ultimatepdf_help-en-07.png|800px]]
    
  - Settings can now be made independently in the commercial orders
 
  - Settings can now be made independently in the commercial orders
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== Invoices tab ==
 
== Invoices tab ==
   −
[[File:Ultimatepdf_help-9.png|800px]]
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[[File:Ultimatepdf_help-en-08.png|800px]]
    
  - Settings can now be made independently in the invoices
 
  - Settings can now be made independently in the invoices
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== Shipments tab ==
 
== Shipments tab ==
   −
[[File:Ultimatepdf_help-10.png|800px]]
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[[File:Ultimatepdf_help-en-09.png|800px]]
    
  - Settings can now be made independently in the Shipments
 
  - Settings can now be made independently in the Shipments
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== Delivery Receipts tab ==
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[[File:Ultimatepdf_help-en-10.png|800px]]
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 +
- Settings can now be made independently in the Delivery Receipts
    
== Supplier orders tab ==
 
== Supplier orders tab ==
   −
[[File:Ultimatepdf_help-11.png|800px]]
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[[File:Ultimatepdf_help-en-11.png|800px]]
    
  - Settings can now be made independently in the supplier orders
 
  - Settings can now be made independently in the supplier orders
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== Supplier invoices tab ==
 
== Supplier invoices tab ==
   −
[[File:Ultimatepdf_help-12.png|800px]]
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[[File:Ultimatepdf_help-en-12.png|800px]]
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 +
- Settings can now be made independently in the Supplier invoices
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 +
== Price Request tab ==
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 +
[[File:Ultimatepdf_help-en-13.png|800px]]
   −
  - Settings can now be made independently in the les Supplier invoices
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  - Settings can now be made independently in the Price Request
    
== Contracts tab ==
 
== Contracts tab ==
   −
[[File:Ultimatepdf_help-13.png|800px]]
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[[File:Ultimatepdf_help-en-14.png|800px]]
    
Settings can now be made independently in the Contracts
 
Settings can now be made independently in the Contracts
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= Compatibility and Synergies =
 
= Compatibility and Synergies =
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 +
UltimatePdf supports:
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- Milestone/Jalon module
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- Purchase/Sell Units management module (Displays results within a units column for all models)
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- Incoterm module
    
= Development =
 
= Development =
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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 :
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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 Framasoft Git :
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https://doliforge.org/projects/ultimatepdf/
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https://git.framasoft.org/grandoc/ultimatepdf
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