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Customers Budget
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It is essential for companies to be able to guide their decisions with the use of forecasting and planning tools projected in the short, medium and long term. This module is a planning tool, simple and flexible, which allows you to define in advance the revenues in a given period and therefore to evaluate any deviations from the original plan. The results are available also in chart form.
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Mehr Infos
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Customers Budget |
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Author: O.P.G. |
Module version: 1.0 |
Functionality
Simple, yet powerful and versatile, the "Customer Budget" module is a planning tool that allows you to define, for a given period, the forecast sales data for:
- individual customers
- homogeneous groups of customers
and to compare them in the final balance with the turnover of the same period.
It is possible to generate any number of budgets, and have a synthetic or detailed analysis (by period, customer or seller).
A series of graphs allows immediate analysis of the results
Installation
For Dolibarr v9+
- Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
- Module or skin is then available and can be activated.
For Dolibarr v8-
- Download the archive file of module (.zip file) from web site DoliStore.com
- Put the file into the root directory of Dolibarr.
- Uncompress the zip file, for example with command unzip module_interventionenh-1.0.zip
- Module or skin is then available and can be activated.
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