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Automatically send and receive electronic invoices via the European Peppol network. Complete module for B2B/B2G e-invoicing compliance. Multi-country support with automated import/export.
Transform your private notes into a structured comment system with mentions, notifications, and threaded discussions.
Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.
Orders Mapping adds an interactive map to Dolibarr to visualize orders by location (Leaflet/OpenStreetMap). Using customer/supplier geocoordinates, it shows city/site markers with order counts and status breakdowns (Validated, Draft, etc.). Country/City filters refine analysis. A “Third party on Maps” block lets you set latitude/longitude. TakePOS orders are included.
Dolibarr's Financial Management module offers several key features for effective management of the company's financial and commercial performance. Here is a description of the features:
This module is integrated with Dolibarr into the digital labor day register, updated with Ley 8/2019. Allows the input to be stored and activated automatically, it can be managed transparently and it can be accessed securely from any device.
The module activates two widgets on the Home page with respectively:lots with an expiry date in the next 20 days,lots with a sale date in the next 20 days
The Delivered - Sold Products module enables detailed tracking of received, delivered, and sold products in Dolibarr. It provides a clear view of stock movements and helps optimize product management based on sales and supplies.
The Sent Email Tracking module in Dolibarr allows users to track in real-time the status of emails sent to their clients or partners directly from the system.
The “Mining Invoicing” module in Dolibarr allows for the efficient management of invoicing processes for mining-related activities, such as excavation, waste transport, equipment rental, blasting, and drilling. This module simplifies the creation, management, and tracking of proforma and standard invoices, offering a comprehensive solution for companies operating in the mining sector.
Dolibarr's Fast Invoicing module is designed to simplify and speed up invoice creation. Bypassing the standard process, it allows users to generate invoices in just a few clicks from the "New Invoice" interface. Here are the main features:
The Loyalty Points module for Dolibarr is designed to strengthen customer loyalty by offering discounts based on the accumulation of points. Unlike traditional systems where points are used to reduce the invoice amount, this module allows you to generate specific discounts, which can be managed as products for optimal monitoring of the discounts granted.
The "Partner Bonus" module for Dolibarr is designed to facilitate the management of bonuses awarded to business partners directly from the ERP. This module allows you to automatically deduct a bonus amount from the all-inclusive amount of quotes and associated invoices, while ensuring total transparency in commercial documents.
The "Credit Status" module optimizes the management of credits and overcharges of invoices, by automating their conversion into credits available for future use. It offers a smooth and efficient solution for processing customer discounts and credits, improving cash management and customer satisfaction.