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Run the whole training lifecycle of your staff in Dolibarr: training application, approval by the manager and the training officer, generation of employee trainings, planning in your training centers and classrooms, trainers, project tasks, evaluation and certificates. A clear, traceable process fully integrated with your users, groups and projects.
Manage gardens and landscaping projects in Dolibarr: customer sites, quotations, maintenance contracts, team schedules, visits, working time, invoicing and margin tracking.
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This module shows simple stats for products sold (based on the invoice date of validation or Invoice issue date) and customer without orders for past ‘X’ days.
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Module version: v2.0
Publisher/Licence: Milen Karaganski / GPL-v3
User interface language: English
Help/Support: Mail to support@minkov.dev
Prerequisites:
Install (For Dolibarr v9+):
Install (For Dolibarr v8-):
Support:
v2.0
- CHANGE: Visual redesign
- CHANGE: Better menu system
- NEW: Additional stats for Sales representatives and Supervisors
- Minor bug fixes
v1.3
- NEW: Added stats for best X clients per turnover (excl. VAT) for this year
- NEW: Added stats for best X clients per turnover (excl. VAT) for this year per CITY
- NEW: Added stats for best X clients per turnover (excl. VAT) for selected period
- NEW: Added stats for best sales representatives per turnover (excl. VAT) and QTY sold for this month
- NEW: Added stats for best sales representatives per turnover (excl. VAT) and QTY sold for selected period
- NEW: In stats for best sales representatives calculate commission (if any) per product sold or a percentage of turnover generated
- NEW: Supervisors can see clients without orders for the sales representatives they are responsible for
- NEW: To protect the information, some menus are locked for Administrator only, but can be unlocked from module settings
- CHANGE: The main page now shows client without orders assigned to the current logged in user
- CHANGE: Only the Administrator can see ALL clients without an invoice for past "X" days
v1.2
REMOVED: Ability to see all clients without invoices
NEW: For a customer without an invoice, view a list of selected Sales representative
NEW: Added button to the client without invoices to send email to the client using Dolibarr Send email feature
NEW: Added client phone to the client without invoices
NEW: Added client email to the client without invoices
NEW: Redesign for the client without invoices
v1.1
- Sortable table for "Customers without invoices" - last invoice date and Sales representative name added to "Customers without invoices" - Separate page for products sold and Customers without invoices - Minor bug fixes
v1.0
Initial version