Dolitemplate Module: Difference between revisions
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=What is dolitemplate ?= | =What is dolitemplate ?= | ||
Dolitemplate is a module that you can add to your Dolibarr. | Dolitemplate is a module that you can add to your Dolibarr. This module contains many different templates that include substitution variables in order to adapt the content of your emails depending on the subject. It was created to help you with the writing of your emails in Dolibarr and it allows you to gain time as your emails will be prefilled with your information. | ||
=Installing from dolistore= | =Installing from dolistore= | ||
*Download the module (. | *Download the module (.ZIP) file from www.dolistore.com | ||
*Move the module folder to the '''custom''' directory in Dolibarr: | *Move the module folder to the '''custom''' directory in Dolibarr: | ||
**In Dolibarr, go to '''Home - Setup - Modules - Install an external module''' | **In Dolibarr, go to '''Home - Setup - Modules - Install an external module''' | ||
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=Installing from GitHub= | =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-git.png|left|659x659px|alt=|thumb|'''<u>Step 1:</u>''' 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| | [[File:Exemple-zip.png|left|523x523px|alt=|thumb|Click on ''Download ZIP'']]<br> | ||
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<br /> | <br /> | ||
[[File:Capture d’écran 2021-05-17 à 10.06.19.png|alt=upload|left|thumb|632x632px|'''<u>Step 2:</u>''' Open your Dolibarr and go to Setup/Modules-Applications/Install an external app-module and you can upload your ZIP.]] | |||
[[File:Module.png|alt=module|left|thumb|637x637px|'''<u>Step 3:</u>''' Now you should have the ''Dolitemplate'' module and you can activate it. (To find it go to '''Setup-Modules/Applications-Installed modules,''' the module will be at the bottom of the page)]] | |||
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[[File: | |||
=How to use it= | =How to use it= | ||
[[File:Exemple-email.png|alt=email|left| | [[File:Exemple-email.png|alt=email|left|644x644px|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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*Sending email on project summary | *Sending email on project summary | ||
====Commerce - Commercial Proposals Area==== | |||
*Sending email on commercial proposal | *Sending email on commercial proposal | ||
Revision as of 08:24, 17 May 2021
Informations
| Module name | dolitemplate |
| Editor / Editeur | Eoxia - www.eoxia.com |
| Download or buy page / Page achat ou téléchargement | External module - www.dolistore.com |
| Status / Statut / Estado | |
| 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 | 2021-05-17 |
| Note / Nota | Vos emails transactionnels pré rédigés avec le maximum d'informations et de variables de substitutions |
What is dolitemplate ?
Dolitemplate is a module that you can add to your Dolibarr. This module contains many different templates that include substitution variables in order to adapt the content of your emails depending on the subject. It was created to help you with the writing of your emails in Dolibarr and 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 https://github.com/Eoxia/dolitemplate.git
- Your module is now ready to be activated.
Installing from GitHub
Step 1: Go to GitHub, then on Eoxia/dolitemplate and click on the green button Code.
How to use it
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 : git-dolitemplate