Setup

Setup

Reaching the setup page

  1. Log in to Dolibarr as an administrator
  2. Go to Home > Setup > Modules/Applications > OfflinePropale (gear icon)

The setup page is split into several sections.

Mobile application (PWA)

Virtual host

Enter the URL the mobile application is served from. This setting is required for the PWA to work properly.

  • Direct hosting: https://your-dolibarr.com/custom/offlinepropale/pwa/
  • Through DoliProxy: the URL supplied during provisioning

Application name

The name shown on the smartphone home screen once the user installs the PWA. "OfflinePropale" by default. You can replace it with your company name or a business-oriented wording (for instance "Field quotes").

Application icon

Upload a square PNG or JPEG image, at least 512x512 pixels. This icon is shown on the smartphone home screen. The image is automatically resized to the required sizes (512px, 192px, 64px).

PWA setup page with the virtual host, name and icon fields

Conversion behaviour

These settings control what happens when a synced offer is turned into a Dolibarr proposal from the back office.

Setting Description Default
Automatic conversion Automatically converts the offer into a Dolibarr proposal as soon as it is synced Disabled
Force the reference Uses the offer reference as the Dolibarr proposal reference Disabled
Copy documents Copies the photos and attachments of the offer to the proposal Enabled
Link documents Creates a link between the offer and the proposal in the linked documents Enabled
Disabled modules Modules to disable temporarily during the conversion (for instance ecotax) ecotax, ecotaxdeee

Setup page for the conversion to proposal settings

Stock management

These settings control how stock levels are shown in the mobile application.

Setting Description Default
Show stock Shows stock levels on product sheets Disabled
Out-of-stock policy Behaviour for products that are out of stock Show normally

Three policies are available for out-of-stock products:

  • Show normally: the product stays visible with no specific marking
  • Grey out: the product is greyed out to signal the shortage
  • Hide: the product no longer appears in the mobile catalogue

DoliProxy (secure hosting)

The DoliProxy tab configures secure hosting of the mobile application through the DoliProxy service. This service acts as a proxy between the mobile application and your Dolibarr, with advanced security features.

Provisioning

Enter your email address and the URL of your Dolibarr to create a DoliProxy instance. An authentication token is assigned to you.

Security settings

  • Geographic restriction: limit access by country (allow list or block list)
  • Rate limiting: maximum number of requests per second
  • Connection limiting: maximum number of simultaneous connections
  • Bot filtering: block robots by category
  • Scanner detection: automatic blocking of scanning attempts

DoliProxy setup page with the security settings

Extra fields

The SmartMaker tab configures which extra fields are visible and editable in the mobile application.

For each element, select the extra fields to display and decide whether they are read-only or read/write.

Managing permissions

Reaching the permissions

  1. Go to Home > Users & Groups > Users
  2. Select the user to configure
  3. Click the Permissions tab
  4. Find the OfflinePropale section

Available permissions

Permission Description
Read pre-proposals See your own offers
Read all pre-proposals See the offers of every user
Create/Modify pre-proposals Create and modify offers
Create/Modify all pre-proposals Create and modify the offers of every user
Delete pre-proposals Delete your own draft offers
Delete all pre-proposals Delete the draft offers of every user

OfflinePropale permissions in the Dolibarr user sheet

Recommended setup per profile

Field salesperson:

  • Read pre-proposals: yes
  • Create/Modify pre-proposals: yes
  • Delete pre-proposals: yes

Sales manager:

  • Read all pre-proposals: yes
  • Create/Modify all pre-proposals: yes
  • Delete all pre-proposals: yes

Administrator:

  • All permissions

SmartAuth configuration

For synchronisation to work, every mobile user must have API access configured in SmartAuth.

  1. Go to the SmartAuth setup
  2. Check that the user has a valid access token

Important: Without valid SmartAuth access, the user can neither log in to the mobile application nor synchronise their data.

Configuration Configuration