We recently purchased the DoliSmart mobile application and successfully integrated it with our Dolibarr website. Our main objective was to provide our field-based clients and users with a more convenient and efficient way to navigate and manage sales and other business activities while working in the field.
However, during our testing and use of the application, we have identified several technical issues and areas where we believe improvements are necessary. We have outlined them below for your review:
-
Sales Orders / Third Parties
Under the Trade/Sales section, we expected to see a list of all sales orders that have already been created. However, the orders are not being displayed.
When navigating to Weekly Orders, the application indicates that orders exist, but the actual orders are not displayed.
When creating a sales order, we believe the Third Party field should provide a dropdown list of available customers, together with a search option. This would make selecting customers much easier, especially when there are many third parties in the system.
Similarly, when adding products to a sales order, having to manually search for each product is not very user-friendly. We recommend having a dropdown list with a search option so that users can quickly select products.
After selecting the products and quantities, the total order amount is not automatically calculated or displayed. This makes it difficult for the user to know the total amount the customer is expected to pay.
We are currently unable to validate/confirm a sales order from the app.
There is also no option to create an invoice or receipt directly from the sales order. -
Number and Currency Formatting
We have noticed that some figures are displayed using a comma and additional decimal figures. For example:
50,000.00
is sometimes displayed as:
50,000,00
We would appreciate it if the number and currency formatting could be corrected to display figures consistently and appropriately.
- Invoices
In the Invoice section, we have encountered the following issues:
Previously created invoices are not displayed.
We are unable to record or make a payment against an invoice.
We are unable to download an invoice.
We are unable to send an invoice directly to the client vai email or whatsapp that has been intergated in the website just like we can with the website.
We would also like clarification on whether it is possible to create a credit note from the application.
4. Tickets
The application currently does not appear to allow users to create a ticket. We would like to know whether this functionality can be enabled or added.
- Agenda / Calendar and Deliveries
The Agenda section does not appear to be available in the application.
We are also unsure whether the Calendar section represents the Agenda functionality. If so, although scheduled deliveries are displayed, the user does not appear to have an option to update the status of a delivery.
For field users, the ability to update delivery status would be very important.
- Expense Reports
Users are currently unable to:
Create an expense report from the mobile application.
View or access expense reports that have already been created in Dolibarr.
This functionality would be very useful for users who are working in the field and need to record expenses immediately.
- User Permissions
Please note that we have already assigned the users all the necessary permissions and rights within Dolibarr. However, the issues listed above are still occurring.
We would therefore appreciate your assistance in determining whether these are configuration issues, limitations of the current DoliSmart version, or features that need to be enabled or developed.
we also like to know if the application can work offline, for restance amke changes and once one gets access to internet, the infomation is synchronized.
Could you kindly let us know which of these issues can be resolved, how they can be addressed, and when we can expect the necessary changes or improvements?
These functionalities are quite important and urgent for us because our main reason for purchasing DoliSmart was to provide our field users with a reliable and convenient mobile solution for managing their daily activities.
