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Dolitemplate Module: Difference between revisions
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Dolitemplate is a module that you can add to your Dolibarr. The module contains many different templates that include substitution variables in order to adapt the content of your emails depending on the subject. | Dolitemplate is a module that you can add to your Dolibarr. The module contains many different templates that include substitution variables in order to adapt the content of your emails depending on the subject. | ||
This module was created to help you with the writing of your emails in Dolibarr, it allows you to gain time as your emails will be prefilled with your information. | This module was created to help you with the writing of your emails in Dolibarr, it allows you to gain time as your emails will be prefilled with your information. | ||
=Installing from dolistore= | |||
*Download the module (.zip) file from www.dolistore.com | |||
*Move the module folder to the '''custom''' directory in Dolibarr: | |||
**In Dolibarr, go to '''Home - Setup - Modules - Install an external module''' | |||
**Download the file. PS: if it doesn't work, you can manually unzip the file in the '''custom''' directory with this command line: ''git clone <nowiki>https://github.com/Eoxia/dolitemplate.git</nowiki>'' | |||
*Your module is now ready to be activated. | |||
=Installing from GitHub= | |||
[[File:Exemple-git.png|left|659x659px|alt=|thumb|Go to GitHub, then on[https://github.com/Eoxia/dolitemplate Eoxia/dolitemplate] and click on the green button ''Code.'']]<br> | |||
[[File:Exemple-zip.png|left|362x362px|alt=|thumb|Click on ''Download ZIP'']]<br> | |||
<br />[[File:Exemple-dolibarr.png|alt=televerser|left|639x639px|thumb|Open your Dolibarr and go to Setup/Modules-Applications/Install an external app-module and you can upload your ZIP.]] | |||
[[File:Exemple-module.png|alt=module|left|400x400px|thumb|Now you should have the ''Dolitemplate'' module and you can activate it. (Pour cela, allez à '''Setup-Modules/Applications-Installed modules''')]]<br> | |||
[[File:Exemple-module.png|alt=module|left|400x400px|thumb|Now you should have the ''Dolitemplate'' module and you can activate it. (Pour cela, allez à ''' | |||
= | =How to use it= | ||
[[File:Exemple-email.png|alt=email|left|700x700px|thumb|Now that you installed your Dolitemplate, you can create for example a proposal, once it's created you should have a send email button, click on it and you can choose between the different templates available for this section.]] | [[File:Exemple-email.png|alt=email|left|700x700px|thumb|Now that you installed your Dolitemplate, you can create for example a proposal, once it's created you should have a send email button, click on it and you can choose between the different templates available for this section.]] | ||
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= | =Available templates= | ||
==== | ====Product And Services Area==== | ||
* | *Sending email on Delivery receipt supplier | ||
==== | ====Projects Area==== | ||
* | *Sending email on project recap | ||
* | *Sending email on project summary | ||
==== | ====Commerce - Commercial Proposals Area==== | ||
* | *Sending email on commercial proposal | ||
* | *Sending email on proposal relaunch | ||
* | *Sending email on second proposal relaunch | ||
* | *Sending email on end of proposal | ||
==== | ====Commerce - Sales Orders Area==== | ||
* | *Sending email on shipping of order | ||
* | *Sending email on delivery receipt | ||
* | *Sending email on order billing | ||
==== | ====Commerce - Vendor Proposals Area==== | ||
* | *Sending email on commercial ask | ||
* | *Sending email on relaunch commercial ask | ||
* | *Sending email on commercial ask accepted | ||
* | *Sending email on end of commercial ask | ||
==== | ====Commerce - Purchase Orders Area==== | ||
* | *Sending email on supplier order | ||
* | *Sending email on supplier order relaunch | ||
==== | ====Billing And Payment - Vendor Invoices Area==== | ||
* | *Sending Email On supplier billing | ||
* | *Sending email on relaunch supplier billing | ||
==== | ====Billing And Payment - Customer Invoices Area==== | ||
* | *Sending email on bill | ||
* | *Sending email on relaunch billing | ||
* | *Sending email on second relaunch billing | ||
* | *Sending email on relaunch before contentious | ||
* | *Sending email on relaunch contentious | ||
==== | ====Ticket Area==== | ||
* | *Sending email on new ticket | ||
* | *Sending email on ticket updated | ||
* | *Sending email on ticket closed | ||
= | =Developpement= | ||
GIT Repository Eoxia : [https://github.com/Eoxia/dolitemplate/issues git-dolitemplate] | |||