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The Credit Guard module for Dolibarr is designed to protect your business from the risks associated with customers with overdue payments or purchases from suppliers with outstanding balances. By using predefined credit limits, Credit Guard ensures that no transaction exceeds safe thresholds, giving you full control over outstanding balances and cash flow management.
Simplify your purchase price updates with this module. Save time when you receive new prices from your suppliers.
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It allows you to aggregate and analyze data on the commercial margins of orders and invoices issued to customers. It is possible to carry out a series of filters and export the results to a spreadsheet.
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Commercial margins |
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Author: O.P.G. |
Module version: 1.0 |
Functionality
Using the settings defined for the calculation of the margins, the module allows you to filter and analyze the data of the commercial margins
The results can be viewed in detail or totaled by customer.
An export to spreadsheets completes the functionality of the module.
Installation
For Dolibarr v9+
For Dolibarr v8-
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Demo On line demo |
User documentation |
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