ClientGuard- Cashflow risk management

Module version: auto
Publisher/Licence: Abdelkhalek BAOU / GPL-v3
User interface language: English
Help/Support: None / Forum www.dolibarr.org / Mail to [email protected]
Prerequisites:

• Dolibarr min version: auto
• Dolibarr max version: auto

Install (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.

Install (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 clientguard.zip
• Module or skin is then available and can be activated.

ClientGuard Module for Dolibarr

The ClientGuard module enhances Dolibarr's capabilities by providing a robust system to manage and restrict client actions based on their financial status. It automates control over client orders, proposals, invoices, and projects based on predefined financial rules. The module introduces a set of customizable restrictions to ensure clients are only able to create, modify, or validate documents when they meet specific financial conditions.

Key Features:

1. Financial Management Automation: Automatically enforces financial controls based on client status, outstanding balances, and overdue invoices.
2. Customizable Payment Terms: Define default payment terms that are automatically applied when creating new third parties (companies).
3. Extrafield Management: Introduces new extrafields to track client contracts, tolerance days, and balance limits.
4. Project, Proposal, Order, and Invoice Control: Set custom restrictions for creating, modifying, and validating these documents based on client financial conditions.
5. Admin Configuration: Provides an easy-to-use interface to configure client financial rules, including maximum outstanding balance, contract requirements, and tolerance for overdue payments.
6. User Permissions: Allows administrators to grant specific users the right to bypass these financial restrictions for flexibility in managing certain clients.
7. Seamless Integration: The module integrates directly with Dolibarr’s third-party and document management systems, making enforcing financial rules without additional manual input easy.

Use Cases:

• Automatically block or allow client actions like validating invoices if they exceed payment terms or outstanding balance limits.
• Ensure only clients under active contracts can make proposals, orders, or projects.
• Prevent financial risks by ensuring clients settle overdue invoices before new actions can be taken.

Compatibility: The ClientGuard module is compatible with Dolibarr version 20.0.1 and is built following the best practices recommended for module development.

The restrictions don't cover the admin who has the right to modify/write in the module, if you like as an admin to be restricted too please disable the permission to write in the module.

Wiki ClientGuard