This book is aimed at service companies executives or independent...
Easy sync your dolibarr prod with a preprod one to make tests with all...
Customer Relationship Management
Create a third recovering all of the third party information via API societeinfo.com It is necessary to create an account on societeinfo.com. Copy the key in the module configuration.
Commissions to Commercials according to the percentages allocated to each one and the sales. Commissions can be billed to a third party
Commissions to Commercials according to the percentages allocated to each one and the sales. Commissions can be billed to a third party
Once this module is activated, the project become a mandatory value to validate a proposal, order and/or invoice. You decide on which kind of object, the project become mandatory into the module setup page.
The Dolibarr standard tabs to entry Notes can be replaced with a tab for entering stamped Notes. Managed elements are: Third Party notes (customers, prospects, suppliers) Proposals Customer invoices notes Customer orders notes
The “Invoices by Mail” module allows to zip the invoice's pdf and to attach them to an email, e.g., to send them to the business consultantIn this module:- customers and suppliers invoices can be managed separately and send to different addresses- files linked to an invoice can be included (or not) in the zip fileAt the end, invoices are marked as "sent",...
When a calendar event is created, an e-mail notification will be sent to the user assigned to this event.
InfraS supplier price module brings to the basic purchasing chain the rapid update of supplier rates: From an order or supplier invoice. No more need to open each product sheet one at a time. As you choose the lines concerned, there is no risk of an exceptional tariff being registered as an ordinary purchase condition.
The InfraS Technical Information Pack makes it easy to read technical data from products in commercial documents, such as dimensions, surfaces, volumes or weights, product by product present in the current document.
The InfraS widget pack adds to the basic widgets a profitability report (margins realized per month) and a forecast activity report (Quotes signed + invoices over a period). Filters allow precise management of sales teams. Many more widgets are coming soon!
Track email activity for customers, customer's offers, orders and invoices and suppliers requests, purchase orders and invoices