Six modules, and that is a choice

Margin per day

margeparjour · v1.0.0

€19excl. VAT

You see what a working day brings in before you accept the quote.

• Adds a “Planned days” field on the quote, decimals allowed.
• Shows “Margin per day” on the quote card, with the detail: total margin and number of days.
• Adds a sortable “Margin / day” column in the quote list, as well as the “Planned days” column.

Refresh prices on draft quotes

dolixprix · v1.0.0

€29excl. VAT

A draft quote picks up the catalogue prices without going through a clone.

• “Update prices” button on the card of a draft quote; it does not appear anywhere else.
• Line-by-line preview: current price, up-to-date price, VAT, discount, difference in euros and quote total after applying.
• The difference shown takes the discount into account, so the sum of the differences matches exactly the change in the total.

Move tasks between projects

dolixtaches · v1.0.3

€49excl. VAT

A task was created in the wrong project: you move it, with its subtasks, its time spent and its documents.

• You choose a source project and a target project; the module lists the tasks of the source project with their hierarchy, subtasks indented under their parent.
• Preview before writing: each row shows the source project struck through followed by the target project in green, and you tick the tasks one by one, or all at once.
• Subtasks follow their parent task without you having to tick them. A task whose parent stays in the source project becomes a top-level task.

Duplicate finder

dolixdoublons · v1.1.3

€79excl. VAT

You find records entered twice and merge them: third parties, contacts and members.

• Four criteria for third parties: same email, same name, same phone, same SIRET / SIREN / VAT number. Three for contacts and members: email, first and last name, phone.
• Normalisation before matching: case, spaces, accents and punctuation ignored; legal forms removed from the name; phone numbers reduced to their last nine digits, whatever the format; first and last name in any order.
• The scan is read-only. Empty fields never form a group.

Email domain changer

dolixdomaine · v1.0.4

€25excl. VAT

A customer changes its name: its addresses move to the new domain in a single operation.

• You enter the old and the new domain, without the @ sign; the module lists all third parties and contacts whose address ends with the old domain.
• Old addressnew address preview, row by row, with a checkbox to untick to exclude a record.
• The part before the @ sign is never changed.

Bulk field update

dolixmasse · v1.0.4

€25excl. VAT

You change a field across a series of records without writing an SQL query.

• Third parties: customer / prospect status (all four values), supplier yes or no, status enabled or disabled.
• Contacts and addresses: status enabled or disabled.
• Two optional filters: the field's current value, and a search on the name or email.