Advanced Reports & Bulk Cloning. PDF reports, summary tables, quotes, orders, invoices, bulk invoice and supplier order cloning.

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Module Overview

The MoreActionList module is designed to enrich the management of commercial documents such as quotes, orders and invoices. It offers users the ability to quickly generate summary reports from a selection of these documents, improving the analysis and monitoring of sales activities.

Key Features:

Bulk Element Clone:

Create a clone copy of selected documents from native lists.

Custom Report Generation:

Create summary tables and detailed PDFs based on selected documents.

Advanced Grouping Options:

Organize data by document type (sales proposals, orders, invoices), by product, or by third party, for targeted analysis.

Flexible Amount Display:

Choose to display amounts including, excluding, or VAT, depending on your needs. needs.

Filtering by product type:

Select the information to include in reports based on product type, whether products, services, or both.

Seamless integration:

Access module features directly from the lists of sales proposals, invoices, and orders, for intuitive and efficient use.

Additional information presentation video User guide

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