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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
Step-by-step guide, written in English, to run a commercial or industrial company with Dolibarr™ 24: sales and purchases, stock, warehouses and inventories, shipments and receptions, bills of materials and manufacturing, TakePOS point of sale, e-invoicing, accounting and bank. Illustrated with screenshots, A4 PDF format.
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Find in a table the follow-up of your turnover and your margin with comparison over the previous period. Report by entity, by month, week or day.
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| Editor : ELONET Licence : GPL v3 |
Version : 1.0.7 Langue: FR |
DETAILED FEATURES
This module allows you to display a monitoring report of your turnover and your margin. The report table gives you a comparison with the previous period. The module is multi-company compatible and it is therefore possible to display the report on all the entities or on a specific entity. A filter can be applied by period and / or by month / year, week or day.
Support and access to updates for 1 year after purchasing the module.
| Module réalisé par ELONET | |
| Spécialiste DOLIBARR intégration - maintenance - développements spécifiques Contact: contact@elonet.fr |
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| En partenariat avec NORD ERP CRM | |
| Formations DOLIBARR Organisme de Formations datadocké Contact: contact@nord-erp-crm.fr |
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