Allows you to program different types...
Customer Relationship Management
Need to add additional information for your third parties ? This module allows you to add a todolist on your customer's file.
Module responsible for managing incoming and outgoing calls, with history in the customer record, popup warning when incoming call with links to the third sheet / corresponding contact. API support for third voip (asterisk, OVH, keyyo).
The additional module Easya Solutions / Dolibarr "Customer account statement" allows the creation of a report of a customer / supplier account in PDF/CSV format on defined dates. Remember at the end of the year, you often have customers who ask you to list the invoices in order to know the amount still to be paid. So it is this additional module that you...
The Easya Solutions / Dolibarr add-on module "Document tray" displays a preview of the documents stored online for quick entry on quotes, orders and invoices, customers and suppliers, contracts, etc. Once entered, the document can be sent directly to the attached files of the file.
The AzurSign module for Dolibarr adds a pdf printing template to propals for electronically signing the generated pdf, thereby shortening the print / sign / scan cycle. One of the possible usage scenarios: - Your representative comes to your customer with a quote/propal. - If your customer agrees, he can sign directly on the screen, thanks to AzurSign.
The SoleilSign module for Dolibarr adds a pdf printing template to Interventions module for electronically signing the generated pdf, thereby shortening the print/sign/scan cycle. Usage example: - Your Intervening comes to your customer for an intervention. - When the work is finished, the Intervening and the Customer can sign the Intervention card...
The MerouSign module for Dolibarr adds a pdf printing template to Shipment sheets for electronically signing the generated pdf, thereby shortening the print / sign / scan cycle. Possible usage scenarios: - Your representative comes to your customer to deliver some products. - If your customer is OK with the delivery, he can sign directly on the screen...
InfraS research brings many improvements to basic functions:Breadcrumb ; Exhaustive search including extra attributes (extrafields) in all types of items available ; a page dedicated to the presentation of the results ; direct links to the selected element whatever it is ; complete replacement of the standard tool for thorough ergonomics ; Etc…
Backorder management. Keep track of your customer and supplier backorders. See amount of backorder in the order list. Show details of backorders in searchable and filterable list. Generate a pdf of products in backorder for your customer order.
The use of InfraS discounts simplifies your commercial management: - Discounts in percentage or value (monetary) - Cascading discounts (cumulative: 10% + 5%) - Discounts on products only - Dynamic calculation (any modification leads to a recalculation of discounts) - Respected margins - Discounts on products or services
Validate postal addresses of warehouses, thirdparty, or contacts directly on a map, as an asset to be taken into account in different important corporate processes. This can have different utilities, such as optimizing delivery routes, quality assurance of mailing address data, or getting new views of sales information (cluster reports)