Allows you to program different types...
Customer Relationship Management
This module enables you to update purchase and sales prices on model invoices - from the product file, to update all model invoices with this item (product or service) - Or by using the mass selection list of model invoices, which updates all sales or purchase prices for selected invoices.
Interface for importing supplier prices in XLS or CSV format into an intermediate table. An additional button lets you add the item to Dolibarr's product/service database, along with its purchase or sale price (if available), and a line will be added to the customer's proposal, order or invoice, or to the supplier's order.
Save time and clicks! Quickly create a supplier price from the order or supplier invoice.
With this new module, your sales recovery are automated! Sending can be done for a proposal that has an informed estimate recovery time, or after x days after confirming your proposal.
The module allows the definition and printing of labels on thermal printers of products, of third parties and of the material present in purchase invoices, orders and shipments
Budget history, allows you to save a budget revision by clicking 'Create revision'. In this way we can save a history with all the changes made to the budget.
If you're tired of having the phone trace on your ear after contacting customers who aren't paying their bills, you've come to the right place. Let automatic invoice reminders do the job...
EasyCRM is a module that simplifies CRM. It allows the quick addition of: third parties, contacts/addresses, opportunities/projects.
This module allow to use the last price made to the customer instead of the product base price. When you add a new product in a proposal, order or invoice, the module search for the latest price for this customer (in proposal, order and invoice). Create a proposal with the prices for the year for the customer and using it as reference becomes possible !
Calculates automatically the target-based bonus of each salesperson according to your own method. The module allows more than 30 differents methods to calculate the bonus.
The module provides the functions for sending invoices to the Chorus Pro platform. The module requires a subscription to be operational. This subscription is available by contacting Easya Solutions. Note : It's compatible with the multi-company module.
Manipulate the lines of your sales proposals with ease ! This module allow you to split a propal to another propal.