Allows you to program different types...
Customer Relationship Management
This module allows you to quickly enter global discounts on propals, orders, invoices. The permissions are managed and predefined label entry.
Can add PDF documents at end of any generated PDF file. Great to add a product catalog into proposal, or add sales terms into an invoice, for example .
helpdesk integration in dolibarr with hesk hesk integration via a web service demo at Demo dolibarr and demohesk.icfr.fr
Save time by managing the default conditions for each customer and supplier - which will then be automatically reused to go faster when creating quotes, invoices, orders.
The module allows you to close and clone in one click your commercial proposals.
Management decreasing prices by quantity. After definition of tariffs in the product or the customer card, these tariffs will apply when adding product to a customer invoice or order. Demo on http://doli.sm-2i.fr/ (demo/demo)
The module add columns into the list of orders to show the amount billed and paid for each order. The amount visible for an order is the total of all invoices linked to the order. Note: Values added by this module will be useless if you make 1 invoice for several orders. But if you make one invoice per order, it will save you time to see, in one page,...
Allow to carry out a forecast of expenditure by type of purchase (order or supplier invoice) and the monitoring of costs per project (supplier purchase and time spent on tasks)
Manage discounts according to advanced rules (country, customer categories, presence of products, amount reached...). Discounts are absolute or relative.
ListGPT allows to explore Dolibarr data thanks to OpenAI and to restore them in the form of a native list. If the myList module is present, it also allows you to directly create a myList with the result.
The module includes a payment receipt document model with parameterizing functions
Widget that helps you remember your third party's birthday, congratulate them on time and create more than a business relationship.