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Automatically normalizes thirdparty and contact data: names to uppercase, first names with compound casing, emails to lowercase, phones to international format, etc.
This module adds a button to change thirdparty for buy/sales related documents, even if the document is validated (no need to return it to draft or reopen it again) Following documents are included.: - Commercial proposals - Customer Orders - Vendor proposals - Purchase orders - Contracts/Subscriptions - Customer invoices - Vendor invoices
Reporting or search features
Generate professional Statement of Account PDFs directly from billing tab — with permission-based access, multi-currency support, and email delivery. No Export module access needed.
Smart Search Dolibarr enhances the default search functionality by introducing advanced features such as breadcrumb navigation, comprehensive search across additional attributes, a dedicated results overview page, direct links to selected items, and a complete replacement of the standard tool for improved usability and user experience.
Dolibarr's Financial Management module offers several key features for effective management of the company's financial and commercial performance. Here is a description of the features:
The Annual Certificate Module allows you to generate the French model of the certificate relating to purchases of supplies, subcontracting or services from suitable companies.
ListReceipts is a Dolibarr module that allows you to generate a list of receipts of supplier orders. It also includes the ability to generate two documents: a logistic reception label and a merchandise reception note.
Increase the productivity of your staff, execute tasks without wasting time searching manually. This module adds valuable functionality to Dolibarr, allowing us to quickly and efficiently access transactions similar to the model used in SAP. By simply pressing the CTRL or ALT keys together with a specific letter or by typing a few letters followed by the Enter key.
Allows Full Text search on the documents of the various modules. It is possible to select only the modules and types of documents concerned.
The Export Dolibarr bank entries to Excel module allows you to export all the entries you have on a bank account in Excel format, this makes it easier for you to process your bank entries in the accounts and compare them with your bank statement provided by the bank. .
The "Dolibarr cash receipt" module allows you to generate your cash receipts on Dolibarr from your invoices and then print them in the format suitable for receipts.
The "Summary of Dolibarr products and warehouse management" module allows you to create and classify your products according to their types, example: Finished products, Raw material... and then make an inventory of your products based on these categories.
Chart ERP Dolibarr V4 is a data visualization tool that helps you create interactive charts, infographics and maps. It is used by marketing teams, Companies, associations and self-entrepreneurs all over the world. Our charts and infographics are fully responsive by default which means they automatically adapt and are optimized to mobile devices of any screen size.
The state of Dolibarr maturities V4. This statement of due dates allows you to have a clear idea of your receivables and debts situation with your suppliers.