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Quick Sales Assignment Dolibarr

mp1161d20260515163147

Quickly assign sales representatives to Dolibarr third parties using a simple Excel import.

39.00 €
Excl. tax

  • Author Next Gestion
  • Module version 1.0
  • Release date 05/15/2026
  • Access to download and updates 2 years
  • How to contact support contact@nextgestion.com
  • Compatibility Dolibarr V6 - V24
  • Last update 09/03/2026 07:25 PM

More info...

Langues du module
Français English		 Assistance
contact@nextgestion.com
Licence : GNU General Public License 3.0 +
Description & Fonctionnalités

The Quick Sales Assignment module allows you to assign sales representatives to third parties in Dolibarr ERP CRM in bulk using an Excel file.

The process is simple: prepare a .xlsx file containing two columns — Customer Code and Sales Representative — then import the file into the module. The assignments are automatically applied without the need for manual updates record by record.

This module is especially useful for bulk updates, data migrations, or sales team reorganizations.

Features

  • Import an Excel (.xlsx) file with two columns: Customer Code / Sales Representative
  • Automatic matching of third parties using their customer code
  • Assign a sales representative to each third party
  • Fast bulk processing

Use Cases

  • Mass update of sales assignments
  • Sales team reorganization
  • Importing data from an external system
  • Saving time on repetitive tasks

This module integrates easily with Dolibarr ERP CRM and helps improve the reliability and speed of sales assignment management without manual data entry.

Quick Sales Assignment Demonstration (demo / demo)

If you order our module you benefit from:
- free installation and configuration assistance
- free help in case of bug or module malfunction
- the addition of new functionalities or options specifically adapted to your needs.
Installation
  1. Télécharger le fichier archive (.zip) sur dolistore.com
  2. Dézipper l'archive dans le répertoire /htdocs/custom de dolibarr.
  3. Le module peut alors être activé (), paramétré () si besoin depuis la page de configuration des modules et enfin utilisé.
Démonstration
Mises à jour et disponibilité

Les mises à jour correctives du module seront publiées sur le dolistore.
Support
We are available for any questions.
If you have a problem with the operation of the module, please give us detailed information so that we can understand and reproduce the behavior.
Email: contact@nextgestion.com 

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If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org