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Add a real sales estimate step between the opportunity and the official quotation: the salesperson prices the deal in detail with its cost price and its estimated sale price, has the offer approved internally, sends it to the customer by email with the PDF attached automatically, then turns it into a commercial proposal in one click.
Step-by-step guide in English to run a service company with Dolibarr™ 24: quotes and online signature, contracts, interventions, tickets, projects, time entry and time-based invoicing, WebPortal customer portal, resources, BookCal appointments, e-invoicing and accounting. Illustrated with screenshots, A4 PDF format.
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This module is designed to prevent sales to customers with outstanding payments. The module uses the limit set in the customer's Outstanding Limit property. If this property is not set, you can define a default value for all customers or vendors. You can also use the module to prevent purchases from vendors when there are overdue payments.
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Block Outstanding By Z-Application |
Module specification |
| Publisher/Licence: Z-Application / GPLv3 |
| User interface languages: |
| Help/Support: Mail to info@z-application.com |
| Demo: https://dolidemo.zapplica.net/dolibarr |
| Login: demo, Password: demo |
Install |
| Go into menu Home - Setup - Modules - Deploy an external module and submit the module zip file. |
| Module 'Block Outstanding' is visible in list of modules and can be activated and configured. |
Features |
| Block create/modify/validate proposals, orders, invoices, supplier orders and supplier invoices if outstanding payment amount exceeds limit. |
| Block Create on Shipment, Tickets, interventions, contracts and projects. |
| Block the addition or update of lines that would cause the outstanding limit to be exceeded. |
| Show block status in thirdparty card and list. |
| User right to disable edit of thirdparty outstanding limit field. |
| User right to have always only warning and no blocking. |
| If you have set the block level to "Error" mode, you can still make it only a warning for your own vendor outstanding. |
| The module will use the limit set in the "Customer Outstanding Limit" property. If this property is not set, you can define a default limit for all customers and a separate limit for all vendors. |