Pro Plus Tracker

The ProPlus Tracker module strengthens project monitoring and management within Dolibarr ERP & CRM. Once activated, assigning a project becomes a mandatory step before validating quotes, orders, and invoices.

Through the module configuration page, you can choose for which types of documents (quotes, orders, invoices) project association is required. This approach ensures structured and consistent process management while improving traceability of all transactions related to each project.

Key Features

• Mandatory project assignment before validating quotes, orders, and invoices
  

• Flexible configuration per document type (quotes, orders, invoices,items)
  

• Structured and consistent process management
  

• Enhanced traceability of transactions by project
  

• Seamless integration with Dolibarr’s native functionalities

Use Cases

✔ Rigorous project tracking
✔ Controlled validation of commercial documents
✔ Traceability and audit of transactions by project
✔ Improved consistency of business processes

Productivity and Control

• Ensures all important transactions are linked to a project
  

• Reduces errors or incomplete validations
  

• Facilitates reporting and project-based analysis
  

• Optimizes project portfolio management within Dolibarr

Demonstration:

Pro Plus Tracker

Login: demo

Password: demo