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Dolibarr Leave Management Implementation Expert, Union Mercantile Solutions

Dolibarr Human Relationship (HR)- Leave Requests

  Follow different types of leaves According to your country and laws, define all the types of leaves request to manage and how they are managed.   Create a leave request Give your employees the permission to create their own leave requests.   Approve or refuse each request As a supervisor, you will receive an e-mail including a direct link to the leave request record of your subordinate to accept it or not.… Read More »Dolibarr Human Relationship (HR)- Leave Requests

Dolibarr Expense Creation Report Implementation Expert, Union Mercantile Solutions

Dolibarr Human Relationship (HR)- Expense Reports

Expense report requests Let your employees fill in their expenses reports. A permission system tell who can and can’t record such requests. Join any files (proof of purchase, receipts, bills, …) to the expense report.  Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics. If you use the module Accounting, each type of expense may be dispatched into a different accounting account. Link expense reports to… Read More »Dolibarr Human Relationship (HR)- Expense Reports

Dolibarr Employees Card Management Implementation Expert, Union Mercantile Solutions

Dolibarr Human Relationship (HR)- Employees and Users

Create your employee / user accounts Creating an account for your employees will allow them to access data in Dolibarr and to interact on any enabled features such as third parties, business documents, and any modules according to their permissions. Create user accounts for your employees (internal users) and / or for your partners/customers or suppliers (external users). Creating a user only requires saving a name, a login and a password. Many… Read More »Dolibarr Human Relationship (HR)- Employees and Users

Dolibarr Contracts Implementation Expert, Union Mercantile Solutions

Dolibarr CRM/Sales (Contracts/Subscriptions)

Create Contract with subscribed services Create your contract from your prospect/customer sheet, or in one click by reusing a proposal or an order. Include predefined products/services to save you time, or enter full content manually. If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form. A PDF of your contract is automatically generated and updated. Change status of your services… Read More »Dolibarr CRM/Sales (Contracts/Subscriptions)

Dolibarr Sale Order Status Implementation Expert, Union Mercantile Solutions

Dolibarr CRM/Sales (Sale Order)

Create your Order Create your orders from your customer sheet, or in one click by reusing a signed proposal or contract to save time. Include predefined products to save you time, or enter full content manually. If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.   Process your Order The PDF of your order is automatically generated… Read More »Dolibarr CRM/Sales (Sale Order)