SugarCRM CE
(Community Edition Only)
Plugin
Installation
Guide
Version 2.0
By
Lim Tee Chert
23 June 2012
(last updated on: 08 January 2015)
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:
Table of Contents
Pre-requisite... 4
Installing SugarCRM Plugin Module...5
How To Configure Advanced OpenSales PDF Templates... 10
How To Configure Invoice Custom Fields...11
How To FTP Custom Modules into SugarCRM... 17
Rebuild And Repair Database... 20
How To Configure Product Custom Fields... 21
Verify Products Form... 25
Verify Invoice Form... 26
Support... 26
Pre-requisite
Software Requirements: Software Website Opencart http://www.opencart.com SugarCRM http://sourceforge.net/projects/sugarcrm 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 4.0.9 and above) Please follow the step to installed Opencart VQMod.
1) VQMod (At least version 2.4.1 and above)
http://code.google.com/p/vqmod/wiki/Install_OpenCart
If you do not have any web hosting, we recommend 1) Shared Hosting - www.hostgator.com
Installing SugarCRM Plugin Module
1) Login to SugarCRM Community Edition Version 6.5.x (Stable)
Scroll down and Click on “Module Loader”
Click “Open” and then click “Upload” to upload the file.
The “Advanced OpenSales” package is available for install. Click “Install” to proceed.
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.
Once you have done. You will see all successful module as show below.
You can now view all your modules under the tab “All”
How To Configure Advanced OpenSales PDF Templates
Before you can use Advanced OpenSales module, you need to configure PDF templates first.
Repeat the step above to setup Quote PDF Template. Click on “Create PDF Template”
Click on “Invoice Sample”
1
2
Enter your Company Name and Address
3
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 “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
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.
3) reward_amount
Title Value
Data Type Currency
Field Name reward_amount
Display Label Reward Amount
Default Value 0
Finally, you will see the additional at the bottom of the line.
Verify your work and navigate to “All -> Invoices -> Create Invoice”. You should see the
How To FTP Custom Modules into SugarCRM
Please use FTP program (Filezilla) to transferred the files into your SugarCRM root folder.
The files containing additional changes as below.
Powered By @cartbooks.com 2015 Email: [email protected]
Final step, let us “Repair” the changes that we have done.
Scroll down to System. Click on “Repair”
Click “Quick Repair and Rebuild”
Rebuild And Repair Database
How To Configure Product Custom Fields
Scroll down to Developer Tools.
Click on “Studio” and “Products -> Fields”
Click on “Studio” and “Products -> Layouts”
Click on “EditView”, the screen below will show.
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”.
From the Top menu, click on “Save & Deploy” button
Verify your work and navigate to “All -> Products -> Create Product”. You should see the
Verify Products Form
Powered By @cartbooks.com 2015 Email: [email protected] We do not have Category at the moment.
Verify Invoice Form
Verify your changes for Create Invoice.
Congratulation! You have successfully configure all setting.
