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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.
Give the ability to automatically calculate the indexed unit price of a product line in Propal/Bill from initial price, initial index and current index stored in extrafields.
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DoliAssistant will allow its users to automate routine tasks. All this, thanks to an intuitive and easy-to-use chat interface. Today, like all other AI-enabled business applications, it is in an early state and understands a limited set of commands.
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DoliAssistant will allow its users to automate routine tasks. All this, thanks to an intuitive and easy-to-use chat interface. Today, like all other AI-enabled business applications, it is in an early state and understands a limited set of commands.
Our modules are free with Dolicloud takepos.com paid accounts. Request module to assistant@takepos.com
| Compatible with | Dolibarr 16.x - 17.x |
| Language | English, French, Spanish |
| Support and presales | assistant@takepos.com |
| Creator / License | Andreu & Bernardo / GPL |