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Create customers in 10 seconds from their SIREN, SIRET or VAT number, stop duplicates while typing, audit and fix your whole base (undoable for 30 days) and get daily warnings of insolvency proceedings. New: e-invoicing PA/PDP and address of each customer, prospects found in the registry by activity and area, turnover and officers.
Spreads freight, customs and other shipment costs over product cost and weighted average price, even across several suppliers.
Customer Relationship Management
Discover the Business Directory module! It allows you to search for a company within official registers—in France, Switzerland, or the United Kingdom—and create a prospect or primary contact without having to re-enter a single line of data.
Pick a product on a quote, order or invoice: the last price and discount granted to that customer are shown, and applied in one click.
Your delivery notes keep the labels and descriptions copied from the sales order: a corrected order or a renamed product no longer changes them. Texts editable on the draft delivery note, movable lines, carried over to the PDF and the invoice.
MBI Propale History turns the successive revisions of a commercial proposal into a single, traceable version history, directly inside Dolibarr.
Shows what remains to be invoiced (unbilled amounts) on each customer order, line by line: partial invoices, down payments, credit notes, grouped invoices.
Customers or members pay in advance; TakePOS spends the balance at each visit until it runs out. Dolibarr accounting stays intact.
Automate payment reminders for unpaid invoices in Dolibarr: group emails by customer and track promises to pay, disputes and payment plans. Customers can view their account and reply through the included portal.
Link your third parties together (subsidiaries, partners, providers...) and see your whole business network on an interactive map.
Create customers in 10 seconds from their SIREN, SIRET or VAT number, stop duplicates while typing, audit and fix your whole base (undoable for 30 days) and get daily warnings of insolvency proceedings. New: e-invoicing PA/PDP and address of each customer, prospects found in the registry by activity and area, turnover and officers.
A modern, touch-friendly and offline-capable point of sale, built right into Dolibarr.
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.
Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.