Developing Workflow Customization in Dolibarr 18.x for Efficient Project Management
Maksettu toimituksen yhteydessä
Options for the Developer:
Development of a New Module:
Creation of a specific module to meet detailed requirements.
Adjustment of options as per specific needs.
Use of the Commercial Module as a Base:
Adaptation of the commercial module to the customized workflow.
Modification to meet the requirements of the workflow.
Reuse of Functionalities in Existing Modules:
Modification of existing modules (quotations, orders, invoicing, agendas, users, groups, third parties).
Adjustment to meet specific visualization and permission requirements.
Implementation of an Agenda:
Creation of an agenda to visualize assigned jobs in future and pending dates.
Integration for easy management by workers.
Ensuring Responsive Interface:
Development of an easy and responsive interface.
Allows workers with basic knowledge to use it from tablets or mobile phones.
The administrator can easily view it from mobile devices.
Workflow: Quotation to Invoicing
Create a quotation with a preview or draft option.
Validate and send by email obtained from the third-party module (clients).
Automatic notification via Telegram to the quotation channel (includes a button for manual resend).
Button to download the file.
Button to open WhatsApp (only open it based on the client's number).
Convert Quotation to Order:
Assign workers or groups clearly.
Automatic notification to the Telegram channel for workers (includes a button for manual notification).
When converting, specify the assignment of workers or groups to the order.
Order Converted to Service:
Clear visualization of assigned tasks.
Specific details of each task obtained from the services.
Option for additional notes.
Includes the address and link to open the address in Google Maps (optional OpenStreetMap).
Intuitive interface with visual buttons for actions.
Execution of the Job:
Workers mark the completion of the service (can specify the section of the service to finish).
Respond to a survey with photographic evidence.
The survey details if there are additional needs for additional quotations/proposals.
Automatic notification to the Telegram channel about the completed job or part of the completed service (The administrator must specify and/or modify in the module's configuration).
Examination and Closure:
Options to add unforeseen services or additional charges.
Button to close the order and generate an invoice.
Automatic notification to the Telegram channel (specified and/or modified in the module's configuration).
Projektin tunnus: #37463287