Customer Relationship Management
Allow to carry out a forecast of expenditure by type of purchase (order or supplier invoice) and the monitoring of costs per project (supplier purchase and time spent on tasks)
InfraS research brings many improvements to basic functions :Exhaustive search including extra attributes (extrafields) in all types of items available ; a page dedicated to the presentation of the results ; direct links to the selected element whatever it is ; complete replacement of the standard tool for thorough ergonomics ; Etc…
Module for the entry dolibarr fusion (product third contact) in a single entry. This module adds a specific action when calling the merge function.
The module includes a payment receipt document model with parameterizing functions
Management decreasing prices by quantity. After definition of tariffs in the product or the customer card, these tariffs will apply when adding product to a customer invoice or order. Demo on http://doli.sm-2i.fr/ (demo/demo)
The module add columns into the list of orders to show the amount billed and paid for each order. The amount visible for an order is the total of all invoices linked to the order. Note: Values added by this module will be useless if you make 1 invoice for several orders. But if you make one invoice per order, it will save you time to see, in one page,...
Check your margins automatically before validating the quote ! Ensure your sales and profits !
It is an authentication module for Dolibarr through Google accounts, which use Oauth 2 and allows filtering the allowed mail domains and automatic registrations of users with basic permissions.
The module adds a field for each product / service on your proposals, invoices and orders to multiply the price according to the number of participants, the number of days, ... You customize this field and manage your proposals as close as possible to your activity!
Save time by managing the default conditions for each customer and supplier - which will then be automatically reused to go faster when creating quotes, invoices, orders.
The module allows you to close and clone in one click your commercial proposals.
Statement of account for customers and suppliers according to invoices. Exportable result to spreadsheet