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This module allows you to display on a list the products to be shipped, as well as the remaining orders.
This module allows you to allocate supplier invoices and expense reports to better understand your margin. The allocation can be performed on customer/supplier invoices, tasks (and projects), interventions, and the Factory module. It is possible to total the allocated amounts and the difference between the invoice amount and the allocations on the native lists.
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ClientGuard is a powerful solution for Dolibarr that helps manage client account restrictions effectively. Automate payment conditions, track contract statuses, enforce financial limits, and ensure proposals, orders, and invoices comply with your business rules. Fully customizable permissions allow seamless control over user access while maintaining financial stability.
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Module version: auto
Publisher/Licence: Abdelkhalek BAOU / GPL-v3
User interface language: English
Help/Support: None / Forum www.dolibarr.org / Mail to contact@publisher.com
Prerequisites:
Install (For Dolibarr v9+):
Install (For Dolibarr v8-):
ClientGuard Module for Dolibarr
The ClientGuard module enhances Dolibarr's capabilities by providing a robust system to manage and restrict client actions based on their financial status. It automates control over client orders, proposals, invoices, and projects based on predefined financial rules. The module introduces a set of customizable restrictions to ensure clients are only able to create, modify, or validate documents when they meet specific financial conditions.
Key Features:
Use Cases:
Compatibility: The ClientGuard module is compatible with Dolibarr version 20.0.1 and is built following the best practices recommended for module development.
The restrictions don't cover the admin who has the right to modify/write in the module, if you like as an admin to be restricted too please disable the permission to write in the module.
Wiki ClientGuard