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Automatic KPI Reports by Email (Weekly/Monthly). Compatible Dolibarr V16 to V23. GPLv3. No external dependencies. By Dolicraft.
The TODO module for Dolibarr ERP/CRM optimizes personal and shared task management. It features rapid inline status and priority updates directly from lists, ensuring filter persistence. Key tools include drag-and-drop sorting, default hidden statuses, and workload tracking with project pre-fill. A seamless interface designed for maximum operational efficiency.
Manage discounts according to advanced rules (country, customer categories, presence of products, amount reached...). Discounts are absolute or relative.
After enabling this module, upload a list of PDF files for each type of document (invoice, orders, proposals, vendor invoices, purchase order and vendor proposals). Then when you will send an email from the document, into the form to send email, you will see that all PDF files are automatically attached into your email form and ready to be sent.
Once this module is activated, the project become a mandatory value to validate a proposal, order and/or invoice. You decide on which kind of object, the project become mandatory into the module setup page.