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Dolibarr TakePOS Pay by Credit allows TakePOS users to pay invoices using existing credit notes. Simply select a credit note from the TakePOS interface to use it as a payment method. Simplify refund management, automate deductions, and speed up sales processing with a smooth and intuitive integration.
This module helps to set sell price from the cost price automatically in proposal line.
Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.
Orders Mapping adds an interactive map to Dolibarr to visualize orders by location (Leaflet/OpenStreetMap). Using customer/supplier geocoordinates, it shows city/site markers with order counts and status breakdowns (Validated, Draft, etc.). Country/City filters refine analysis. A “Third party on Maps” block lets you set latitude/longitude. TakePOS orders are included.
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:
This module is integrated with Dolibarr into the digital labor day register, updated with Ley 8/2019. Allows the input to be stored and activated automatically, it can be managed transparently and it can be accessed securely from any device.
The module activates two widgets on the Home page with respectively:lots with an expiry date in the next 20 days,lots with a sale date in the next 20 days
The Delivered - Sold Products module enables detailed tracking of received, delivered, and sold products in Dolibarr. It provides a clear view of stock movements and helps optimize product management based on sales and supplies.
The Sent Email Tracking module in Dolibarr allows users to track in real-time the status of emails sent to their clients or partners directly from the system.
The “Mining Invoicing” module in Dolibarr allows for the efficient management of invoicing processes for mining-related activities, such as excavation, waste transport, equipment rental, blasting, and drilling. This module simplifies the creation, management, and tracking of proforma and standard invoices, offering a comprehensive solution for companies operating in the mining sector.
Dolibarr's Fast Invoicing module is designed to simplify and speed up invoice creation. Bypassing the standard process, it allows users to generate invoices in just a few clicks from the "New Invoice" interface. Here are the main features:
The Loyalty Points module for Dolibarr is designed to strengthen customer loyalty by offering discounts based on the accumulation of points. Unlike traditional systems where points are used to reduce the invoice amount, this module allows you to generate specific discounts, which can be managed as products for optimal monitoring of the discounts granted.
This module simplifies stock movement tracking by combining multiple entries into one line, grouped by origin. It includes returned quantities in the summary, giving a clear and easy-to-read overview of inventory changes.
Detailed report on closing stock with physical stock entries and variance calculations.