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  • Third-party autofill from the SIREN number (INSEE Sirene API)

    Type a French SIREN number in the Prof. id 1 field of a third-party card: the module queries the official INSEE Sirene API and fills the form for you — company name, head-office address, SIRET, APE code, legal form and intra-community VAT number. It also checks whether the company can receive electronic invoices, and keeps verifying over time that your cards still match the Sirene register.

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  • Verkaufsschätzungen für den Kunden und geschätzter Verkaufspreis für Dolibarr

    Fügen Sie zwischen der Verkaufschance und dem offiziellen Angebot eine echte Verkaufsschätzung ein: der Vertrieb kalkuliert das Geschäft im Detail mit Selbstkosten und geschätztem Verkaufspreis, lässt das Angebot intern freigeben, sendet es dem Kunden per E-Mail mit automatisch angehängtem PDF und wandelt es mit einem Klick in ein Angebot um.

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Financial Planning

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The financial planning module allows you to predict the financial availability of your company in the short and medium term, based on future data on receipts and expenses (orders and deadlines of customers / suppliers, taxes, salaries, ....) and forecast data entered manually. The results can be exported in a spreadsheet and / or analyzed with graphs.

248,00 €
Netto

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  • Autor OPG
  • Modulversion 4.0
  • Veröffentlichungsdatum 24.05.2021
  • Zugriff auf Updates und Downloads 1 Jahr
  • So kontaktieren Sie den Support info@opigi.com
  • Kompatibilität Dolibarr V6 - V21
  • Letztes Update 22.05.2026 14:32

Mehr Infos...

Financial Planning

Author: O.P.G.
License: Marcello Gribaudo / GPLv2

Module version: 1.0
User interface language::English Français Español Italiano
Help/Support:info@opigi.com

  

 

Functionality

The "Financial Planning" module allows you to forecast the liquidity situation of your company in the short, medium and long term.
The economic data are:
 

  • taken from deadlines and orders, both for customers and suppliers.
    The specific values of individual customers / suppliers can be shown individually or for homogeneous groups
  • taken from the remaining costs of Dolibarr (taxes, wages, ...)
  • entered manually


It is possible to define all the desired schedules.
The lines that make up each schedule are fully definable, including the ability to create headings, total and partial subtotal lines.

The resulting data can then be exported to spreadsheets (CSV, Excel, ...), or displayed under different forms of graph (bars, pie, ...) for different periods or aggregations
Finally, a given schedule can be cloned and reused for subsequent years or for different purposes. 

 

Installation

For Dolibarr v9+

  • Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
  • Module or skin is then available and can be activated.

For Dolibarr v8-

  • Download the archive file of module (.zip file) from web site DoliStore.com
  • Put the file into the root directory of Dolibarr.
  • Uncompress the zip file, for example with command unzip module_interventionenh-1.0.zip
  • Module or skin is then available and can be activated.
     

Demo

On line demo
User : demo
Password : demo

User documentation

Financial Planning Manual

Video On You Tube

Our other related products

Customer Budget

Customer Budget

Intervenion Enhanced

Intervention Enhanced

  



If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org