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Questo modulo migliora la gestione delle note spese in Dolibarr consentendo agli utenti di disabilitare la selezione di un'aliquota IVA. L'importo IVA viene quindi calcolato in base alla differenza tra gli importi IVA inclusa ed IVA esclusa. Ciò consente di inserire note spese o ricevute estere con più aliquote IVA.
The Quick Credit Note module allows you to create credit notes in just one click from customer and supplier invoices. Every time you click a credit note will be created. Then the credit note will be converted into an available discount. The discount will be applied to the invoice and the invoice will be closed.
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This module adds a sales funnel to Dolibarr's CRM, based on the prospect status field and an additional prospect score automatically calculated when prospect data is completed. Easily track the progression and quality of your leads in a clean and intuitive interface.
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CRM Funnel Area – Visualize, Score and Optimize Your Sales Pipeline
Take your CRM strategy to the next level with the CRM Funnel Area module for Dolibarr.
This powerful tool adds a dynamic dashboard that visualizes your entire sales funnel in an intuitive, three-stage layout: TOP, MEDIUM, and BOTTOM. Each section of the funnel can be fully customized, allowing you to assign both standard and custom prospect statuses—making the module highly adaptable to your sales process.
The dashboard also includes two insightful pie charts:
🔹 One displays the distribution of prospects based on potential (High, Medium, Low).
🔹 The other reflects prospect scores, enabling you to prioritize leads more effectively.
On top of that, a CRM Funnel Box is integrated into the main dashboard, giving you at-a-glance insight into your sales pipeline the moment you log in.
You have full control over how prospects are scored. Points can be assigned based on key data fields such as Name, Email, WhatsApp, and two exclusive fields from this module: Prospect Origin and Prospect Contact Form. This lets you evaluate lead quality and engagement in a structured, measurable way.
If you're using the Multicompany module, the scoring system can be customized independently per entity, ensuring flexibility across your organizational structure.
Video: You can see it in action in our Youtube Channel !!!