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Insurance Broker Company Management for Dolibarr
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.
199.00 € -
Profy Export - lists to Excel and PDF
Export any Dolibarr list to Excel or PDF with one click. The file is built on the server, so long lists never freeze the browser.
59.90 €
create your own personal consistency rules
mp887d20260916163810
Consistency enables the creation of custom consistency checks. It relies on an SQL query to validate the desired check, and a tooltip appears on the item's record. It is also possible to display a consistency indicator in item lists. Consistency comes with multiple examples in the xmlsample folder.
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More info...
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Module Overview
Consistency allows you to create and manage additional data consistency rules in Dolibarr using SQL queries.
Create custom consistency rules
Consistency enables you to define custom consistency rules based on SQL queries.
Custom alert messages
When an item is opened, the module checks the defined rules and triggers an alert if any of them are violated.
Rule monitoring from lists
You can add a consistency indicator directly to item lists.
Example rules provided by default in the xmlsample folder
- Third parties without a SIREN number
- Invoice amount lower than the associated order
- Product with a minimum price lower than its cost price
- Commercial proposal containing a product that is no longer for sale
Additional information presentation video
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If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org