Overview
Locating a customer is easier when map coordinates are stored and a scannable code is on the paper. This module finds latitude and longitude from a partner address, shows them on a map and adds a configurable QR block to documents. It covers sales, purchases, invoices, bills, deliveries, receipts and partner cards. Company settings decide what the code holds, and a scheduled job fills missing locations. It plugs into Contacts, Sales, Purchase, Inventory and Accounting.
Usage steps
- 1
Locate a partner
On the partner form use the location tab to compute coordinates from the address. The source and last attempt date are recorded.
- Coordinates fields
- Geo source and last try
- 2
Open the map
Use the open map action to view the partner on a map through the stored link.
- Map link
- Map API key
- 3
Locate missing partners in bulk
In Settings press the button that locates missing partners now. A scheduled job also does this periodically.
- Settings button
- Cron job
- 4
Choose QR content
Enable the QR, choose its mode and data owner, or a custom text, in the company settings.
- QR mode and data owner
- Custom text
- 5
Choose documents and card fields
Tick the documents that print the QR and which card fields appear: phone, WhatsApp, email, website, address, map, document number.
- Per document switches
- Card field switches
- 6
Print documents with QR
Sales, purchase, invoices, bills, deliveries and receipts print with the QR block added by report inheritance.
- QR on PDF reports
- Scannable by phone
Screens
Illustrative mockups with placeholder data.
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Added by this module
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Added by this module
Roles
| Role |
|---|
| Sales user |
| Warehouse user |
| Accountant |
| Administrator |
Dependencies
Want to know more or try this app? Contact us
We can arrange a demo or a trial and answer your questions about Geo Location & Smart QR.
