Autosell (Autogenerate)

c24601d20220204123804

New

This module simplifies Dolibarr workflow for the creation of customer orders and related documents (expedition, BOL, invoice) with just a few clicks. PDF generation and PDF merge included with custom number of pages/include for each document Install the module, adjust its settings and click "AUTOSELL GENERATE" on the customer order page. Order validation is not necessary.

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96,00 €

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## Features

This module simplifies Dolibarr workflow for the creation of customer orders and related documents (expedition, BOL, invoice) with just a few clicks. PDF generation and PDF merge included with custom number of pages/include for each document

Install the module, adjust its settings and click "AUTOSELL GENERATE" on the customer order page. Order validation is not necessary (the module will validate it by itself).

## Options
- Generate shipment (expedition)
- Generate BOL
- Generate invoice
- Validate all documents, including the customer order
- Generate PDF's for all generated documents

## Users who will use the module
- Users who will only view the generated documents: can have only read rights for the module
- Users who will create the documents:
- must have "write" permissions for the module
- must have "create" permissions for ALL related documents (customer order, expedition, delivery, invoice) and
"Validatate persmisions" if you have the global option MAIN_USE_ADVANCED_PERMS set to 1.

## Usage
- Default options are taken from module settings
- On the first page you can change these settings for the current process
- You have the ability to save:
- ONLY the common settings for the current customer
- ONLY the PDF settings for the current customer
- BOTH common and pdf settings for the current customer

## About "Do not ask me again for Autosell settings for this thirdparty" option
- If you set this to YES and DO NOT save the options for the customer, you won't see this page again for this customer
and module settings will always be used. PDF documents will be generated with default language and template
- If you set this to YES and SAVE both COMMON and PDF settings to customer, you won't see this page again for this customer
and saved settings will always be used.
- If you need to adjust particular customer settings:
- Go to this customer card and uncheck the option "Do not ask me again for Autosell settings for this thirdparty".
On next usage of autosell adjust the settings and proceed as above

OR

- (NOT RECOMMENDED!) edit the extrafields named "autosellcommonsettings" and "autosellpdfsettings" in database table
"llxlj_societe_extrafields"

## Result
- All documents generated using the module will have custom option(noneditable field) called "Auto generated" with
value "Yes"
- Autogenerated documents can be filtered in respective list or viewed at once on the module's Documents list page
- If any change is made to one of the documents, on the Documents list page you can merge again the pdf files.

 

Module version: auto
Publisher/Licence: Milen Karaganski / GPL-v3
User interface language: English
Help/Support: mail to: [email protected]
Prerequisites:

  • Dolibarr min version: auto
  • Dolibarr max version: auto

Install (For Dolibarr v9+):

  • Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
  • Module or skin is then available and can be activated.

Install (For Dolibarr v8-):

  • Download the archive file of module (.zip file) from web site DoliStore.com
  • Put the file into the root directory of Dolibarr.
  • Uncompress the zip file, for example with command  unzip module_autosell-1.0.zip
  • Module or skin is then available and can be activated.