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Invoice your construction contracts on progress: from a sales order or a purchase order, issue interim payment certificates period after period, with certified quantity tracking, retention money, advance recovery, approval workflow and automatic invoice generation.
Run the whole training lifecycle of your staff in Dolibarr: training application, approval by the manager and the training officer, generation of employee trainings, planning in your training centers and classrooms, trainers, project tasks, evaluation and certificates. A clear, traceable process fully integrated with your users, groups and projects.
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It is essential for companies to be able to guide their decisions with the use of forecasting and planning tools projected in the short, medium and long term. This module is a planning tool, simple and flexible, which allows you to define in advance the revenues in a given period and therefore to evaluate any deviations from the original plan. The results are available also in chart form.
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Customers Budget |
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Author: O.P.G. |
Module version: 1.0 |
Functionality
Simple, yet powerful and versatile, the "Customer Budget" module is a planning tool that allows you to define, for a given period, the forecast sales data for:
and to compare them in the final balance with the turnover of the same period.
It is possible to generate any number of budgets, and have a synthetic or detailed analysis (by period, customer or seller).
A series of graphs allows immediate analysis of the results
Installation
For Dolibarr v9+
For Dolibarr v8-
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Demo On line demo |
User documentation |
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