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New products
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Stock Master
STOCK MASTER is an innovative module for Dolibarr that simplifies the management and visualization of your stocks. With STOCK MASTER, you can easily consult and manage your inventory in a few clicks, while ensuring accurate tracking of available products by warehouse.
65.00 € -
productcatalogue
productcatalogue enables you to create a catalogue of your products very easy and simple. As PDF, XLS, HTML,..
15.00 €
Portofolio : Advanced sales and category assignment
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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.
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More info...
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Module presentation presentation video
The Portfolio module for Dolibarr ERP/CRM facilitates the mass management and assignment of sales representatives to third parties, as well as the organization of products, services, users, and contacts within groups and categories.
Key Features:
Sales Representative Assignment:
Quickly assign users to third parties as sales representatives, thus optimizing customer relationship management.
Advanced User Group Management:
Efficiently organize your users and contacts by assigning them to specific groups, improving internal collaboration.
Category Management:
Categorize your products, services, users, and contacts into custom categories, making them easier to identify and manage.
Third-Party Clone:
Easily duplicate third-party records while maintaining a reference to the original entity, simplifying the creation of new, similar records.
Automated Notifications:
Automatically add the associated sales representative as a recipient when sending emails or setting up appointments, ensuring seamless communication.
Detailed Reports:
Access reports on outstanding invoices by customer or sales representative, providing increased visibility into performance. commercial.
Latest developments of the module
| 23.0.+1.23.0 (2024-12) |
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| 21.0.+1.21.0 (2024-01) |
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| 20.0.+1.20.0 (2024-09) |
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