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Automatically adds final lines to proposals, orders, and invoices when a line is added or modified. It can manage multiple lines to be added, depending on products or services defined together or independently. Particularly suitable for automating the calculation and addition of lines such as carbon taxes, eco-taxes, or specific discounts.
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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Check your margins automatically before validating the quote/the order/the invoice ! Ensure your sales and profits !
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| ➦ Editor : Inovea Conseil ➦ Version : auto ➦ Compatibility : Dolibarr auto - auto |
➦ Languages : FR EN ![]() |
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