SugarCRM CE (Community Edition Only) Plugin. Installation. Guide

Transcription

1 SugarCRM CE (Community Edition Only) Plugin Installation Guide Version 2.0 By Lim Tee Chert 23 June 2012 (last updated on: 08 January 2015)

2 Purpose: This is for SugarCRM CE (Community Edition Only) plugin installation guide. The purpose of this SugarCRM CE plugin is to support additional modules for Tax, Category, Invoice Status, Contracts, PDF Templates, Quotation and Sales Invoice. Compatible: No Software Version 1. SugarCRM CE 6.4.x / 6.5.x DISCLAIMER: USE AT YOUR OWN RISK. WE DO NOT ISSUED ANY WARRANTY FOR THIS PLUGIN. THE LICENSE IS GRANTED FOR SINGLE DOMAIN ONLY. IF YOU NEED TO DEPLOYED IN SECOND DOMAIN, YOU NEED TO BUY ANOTHER LICENSE FROM US. Please follow the step below for your installation. We assume that you already have existing SugarCRM CE, you need to follow the step below. Installation Notes: Please make a BACKUP for your existing project and database before executing this step.

3 Table of Contents Pre-requisite... 4 Installing SugarCRM Plugin Module...5 How To Configure Advanced OpenSales PDF Templates How To Configure Invoice Custom Fields...11 How To FTP Custom Modules into SugarCRM Rebuild And Repair Database How To Configure Product Custom Fields Verify Products Form Verify Invoice Form Support... 26

4 Pre-requisite Software Requirements: Software Opencart SugarCRM Website Server Requirements: Web Server (Preferable Apache Web Server) PHP (Supported Version 5.3.x / 5.4.x / 5.5.x) MySQL Database PHP Curl & PHP mbstring ioncube PHP Loader (At least version and above) Please follow the step to installed Opencart VQMod. 1) VQMod (At least version and above) If you do not have any web hosting, we recommend 1) Shared Hosting - 2) VPS Server

5 Installing SugarCRM Plugin Module 1) Login to SugarCRM Community Edition Version 6.5.x (Stable) Click on Admin now

6 Scroll down and Click on Module Loader Click on Browse button and attached the AdvancedOpenSales5.1.2.zip

7 Click Open and then click Upload to upload the file. The Advanced OpenSales package is available for install. Click Install to proceed.

8 You must Accept the license and click Commit button to install it. The screen above will be show after you have successfully install the module. Click Back to Module Loader to continue. Repeat the step above for the remaining modules

9 Once you have done. You will see all successful module as show below. You can now view all your modules under the tab All

10 How To Configure Advanced OpenSales PDF Templates Before you can use Advanced OpenSales module, you need to configure PDF templates first. Click on Create PDF Template 3 Enter the Name and click on Save to update the changes. 1 2 Click on Invoice Sample Enter your Company Name and Address Repeat the step above to setup Quote PDF Template.

11 How To Configure Invoice Custom Fields Let us proceed to configure additional Custom Fields for Invoice module Scroll down to Developer Tools. Click on Studio and Invoices -> Fields Click on Admin now

12 Click on Add Fields button to add additional Custom Fields Please add the additional fields for 1) coupon_amount Title Value Data Type Currency Field Name coupon_amount Display Label Coupon Amount Default Value 0 Click Save button to save the changes.

13 2) voucher_amount Title Value Data Type Currency Field Name voucher_amount Display Label Voucher Amount Default Value 0 Click Save button to save the changes.

14 3) reward_amount Title Value Data Type Currency Field Name reward_amount Display Label Reward Amount Default Value 0 Click Save button to save the changes.

15 Finally, you will see the additional at the bottom of the line.

16 Verify your work and navigate to All -> Invoices -> Create Invoice. You should see the Coupon Amount, Voucher Amount and Reward Amount fields appear in the form.

17 How To FTP Custom Modules into SugarCRM Please use FTP program (Filezilla) to transferred the files into your SugarCRM root folder. Drag n drop all files into SugarCRM folder The files containing additional changes as below.

18 Final step, let us Repair the changes that we have done. Scroll down to System. Click on Repair Click on Admin now

19 Click Quick Repair and Rebuild

20 Rebuild And Repair Database Click on Execute button to update the databases. The screen below will be show.

21 How To Configure Product Custom Fields Click on Admin now Scroll down to Developer Tools. Click on Studio and Products -> Fields

22 Click on Studio and Products -> Layouts Click on EditView, the screen below will show. Always remember to tick on Sync to DetailView checkboxed.

23 From the left panel, drag the New Row and drop to right panel after the Price From the left panel, drag the Quantity and drop to right panel (filler) You should see the right panel have additional field for Quantity.

24 From the Top menu, click on Save & Deploy button Verify your work and navigate to All -> Products -> Create Product. You should see the Quantity field appear in the form.

25 Verify Products Form We do not have Category at the moment. This is fine.

26 Verify Invoice Form Verify your changes for Create Invoice. Congratulation! You have successfully configure all setting. Support Support for installation and troubleshooting is available via support at