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Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.
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Prerequisites:
Dolibarr min version: 4.0.0
Dolibarr max version:
Install:
Download the archive file of module (.zip file) from web site DoliStore.com
Put the file into the root directory of Dolibarr (/custom).
Uncompress the zip file, for example with command
unzip module_dolireservation-*.zip
Module is then available and can be activated.