You need to clone the same element 10...
DoliAssistant will allow its users to automate routine tasks. All this,...
Customer Relationship Management
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,...
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)
This module allows you to add fields to the native lists of dolibarr, from custom attributes or other fields not initially provided for in the list: - selection of additional attributes available for the list - addition of additional fields available in the native tables used by the list The fields thus added are displayed in the field selector of the...
Manage discounts according to advanced rules (country, customer categories, presence of products, amount reached...). Discounts are absolute or relative.
ListGPT allows to explore Dolibarr data thanks to OpenAI and to restore them in the form of a native list. If the myList module is present, it also allows you to directly create a myList with the result.
The module includes a payment receipt document model with parameterizing functions
Widget that helps you remember your third party's birthday, congratulate them on time and create more than a business relationship.
After enabling this module, upload a list of PDF files for each type of document (invoice, orders, proposals, vendor invoices, purchase order and vendor proposals). Then when you will send an email from the document, into the form to send email, you will see that all PDF files are automatically attached into your email form and ready to be sent.
Simplifies the allocation of commercial portfolios . No need to go on each client card to identify users/salespeople who have access to it : sort customers, select salesman and validate assignment or modification.
Creating commercial propal as price offers. Coupled with the Price List module it is possible to import the offer once validated. Demo on http://doli.sm-2i.fr (demo/demo)
Module to geolocate postal addresses and to display all of your contacts on a Google Map.