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Drive your projects, control your margins The PnL Management module for Dolibarr ERP/CRM allows you to easily track the financial performance of your projects month-by-month. Designed to give you real-time visibility over your project P&L, it is an essential tool to anticipate deviations, adjust forecasts, and maximize profitability
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.
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The module Version devis for Dolibarr allows to create different versions of the same estimate
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→ Éditor : iouston - www.iouston.com / AGPL
→ Module version : auto
→ Compatibility : Dolibarr auto auto
→ Language : FR / EN
→ Technical assistance : per ticket from Monday to Friday
→ Documentation : Available online
→ Demonstration : online, with login : demo and password : demo
→ Detailed description :
• The module Quotation version for Dolibarr allows you to create different versions of the same quotation
• You can then switch from one version to another as you discuss with your customer, which allows you to test different proposals
• The advantage of this module is that by working on several versions, you create only one estimate, which does not distort your estimated turnover
• The module of version of estimate is completely compatible with our module of management of the discounts "reduction / increases" i.e. each version of an estimate can have a reduction or an increase which is clean for him
• The quote version module integrates a migration mechanism if you were using the propale version 1.x.x
• Now you can add a note of version when you create a new version