---
title: "Setup"
weight: 20
description: "Configuring the OfflinePropale module: mobile application, conversion, stock and permissions."
source_hash: "bbf8ebe2"
---

# 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](screenshots/configuration-pwa.webp)

## 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](screenshots/configuration-conversion.webp)

## 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](screenshots/configuration-doliproxy.webp)

## 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](screenshots/permissions.webp)

### 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.