Development · integration · reverse engineeringOstwald · Alsace · Remote projectscontact@dtouch.fr
Quotes · invoices · vouchers · statements

Business PDF documents & personalized templates

A professional PDF is the result of a folder, rules and data. Dtouch adapts models and treatments to produce estimates, invoices, vouchers and statements consistent with company usages.

Set content from folder

The document must include useful information: parties concerned, lines, references, dates, conditions and elements specific to the activity. The data comes from the ERP and its business functions.

We specify the mandatory fields for the route, the optional information and the cases of variation of the model. The document must remain understandable when certain data is missing.

Build layout rules

A line may include a long description, characteristics or an image. Tables, page jumps and totals must remain legible on actual cases.

Adaptations may concern the graphic identity, business blocks, columns and multilingual presentations. The rules are checked on documents of different sizes and contents.

Articulate models with the application

The document must use the data and calculations in the file according to the rules adopted. Extensions may require additional fields or related information to be included.

In Dolibarr, this articulation concerns in particular quotes, orders, invoices and intervention documents. Evolutions of the model must take into account the generation context.

Control production and archives

The tests concern the contents, the pagination, the amounts included and the cases of modification or regeneration. The document obtained is compared to the file that produced it.

Organizing files and versions completes the layout. Teams must be able to find the right part and understand which stage it corresponds to.

Understanding the exchanges

The source document accompanies the preparation of the data.

Incoming documents are reconciled with the management fields. Validation retains an explicit place before the exploitation of the result.

The source document accompanies the preparation of the data.Enlarge the diagram
  1. 01

    Incoming part

    PDF, scan or document

    Source • type • reference
    Read content ↓
  2. 02

    Reading

    Extraction of information

    Fields • lines • amounts
    Structure data ▼
  3. 03

    Approximation

    Preparing correspondence

    Third party • products • references
    Compare items ↓
  4. 04

    Verification

    Compare to part

    VAT • total • consistency
    Correct and confirm ↓
  5. 05

    Validation

    Confirm payload data

    Human control • corrections
    Integrate into management ↓
  6. 06

    Management and documents

    Use the result

    ERP • documents • accounting
The source document accompanies the preparation of the data.Enlarge the diagram
Functional diagram · synthetic reading of flows and control points.
Keep

Keep the document visible during preparation.

Compare

Check fields and amounts against the source.

Validate

Confirm the result before its use in management.

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