Auto-Notes 11-12

Module version: auto
Publisher/Licence: Indelog (Maxime DEMAREST) / AGPL
User interface language: English
Help/Support: None

Contribute or report a bug: https://framagit.org/indelog/dolibarr-autonotes/

Prerequisites:

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

Features

Allows you to automatically add pre-recorded notes to the creation or editing of various document such as order, invoice, shipping and propal.

Other modules are available on Dolistore.com.

Installation

From the ZIP file and GUI interface

• If you get the module in a zip file (like when downloading it from the market place Dolistore), go into menu Home - Setup - Modules - Deploy external module and upload the zip file.

From a GIT repository

• Clone the repository in $dolibarr_main_document_root_alt/autonotes

cd ....../custom
git clone [email protected]:indelog/dolibarr-autonotes.git

Final steps

From your browser:

• Log into Dolibarr as a super-administrator
• Go to "Setup" -> "Modules"
• You should now be able to find and enable the module

Use

• Go to "Tools" -> "Manage automatic notes" and add new automatic note (which can be pubic or private)
• When creating new order, invoice, shipping or propal, you can add automatic notes by selectig it in "Public automatic note" or "Private automatic note" field.
  • You can add several automatic notes.
  • You can delete or add new automatic note after document creation by modifing "Public automatic note" or "Private automatic note" field.
  • You can editing normaly your notes when you use automatic notes module.