Advanced
InfraS workflow management brings numerous improvements to
Dolibarr's core features:
- Automatic creation of deposits when a sales proposal is signed;
- Automatic association of deposits created from a quote with the final invoice;
- Generation of an invoice statement using the InfraSPlus_FR template (a PDF document containing the deposit invoices, the final invoice, and the payment status) upon validation of a final invoice (requires the InfraSPackPlus plug-in);
- Automation of status changes for customer documents (invoices, quotes) based on payments made;
- Centralized management of additional attributes, which includes
- A comprehensive list of additional attributes categorized by (active) module on the same tab.
- Inter-module additional attribute cloning functions (e.g., quote to order or invoice).
- Confirmation messages for creation, cloning, modification, and deletion actions.
- Simultaneous actions (creation, cloning, modification, and deletion) following propagation chains.
- A compatibility test function for Dolibarr v20+ (preparation for migration).
- A "trash" mode => replaces the deletion of the attribute with its deactivation.
- A compatibility test of additional attributes in the same propagation chain during updates.
- NEW! A consistency test function for existing attributes:
- Orphan check (missing attribute column or missing row in the llx_extrafield table).
- Check for attributes related to disabled and/or deleted external modules (files no longer exist).
- Check for attributes related to disabled internal modules.
- NEW! Third-party and product/service validation controls
- Accept the transition of a third party to "Customer" status only if the desired fields are completed (customer account number, VAT registration number, VAT number, accounting code, payment method and terms, SIRET number, etc.).
- You choose which of these information is required.
- "Prospect" third parties can still be created, quotes, or contract proposals sent, but creating orders and invoices requires the selected fields to be completed.
- Accept the sale of a product/service only if the desired fields are completed (accounting codes, customs information, warehouse, etc.).
- You choose which of these information is required.
- Products/services can still be created and purchases made, but the sale is conditional on the desired information being provided.
- NEW! Clearly link products to your contracts!
- Products included in a quote or order are transferred to the contract created from this element.
- These products are presented in a specific tab of the contract sheet for greater clarity.
- Additional products, whether free or from the library, can be added.
- The cost of these products is not included in the contract total.
- Useful for maintenance and inspection contracts.
- Etc...
- Ref. mp1095d20250710142656
- Version: 18.8.0
- Editor/Licence: Sylvain Legrand / GPLv3
- Interface language: English / French / Spanish
- Assistance: infras.fr / Mail to contact@infras.fr
- Prerequisites:
- Dolibarr
- minimum supported version: 18.0.x
- maximum supported version: 21.0.x
- PHP
- minimum supported version: 7.4
- maximum supported version: 8.2
- Updates: Access to updates for our modules is free for 365 days from the date of purchase