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Simple Stats v2.0 plugin for Dolibarr

5.00 

Simple Stats v2.0 plugin for Dolibarr ERP/CRM

Features

This module shows simple stats for products sold (based on the invoice date of validation or Invoice issue date) and customer without orders for past ‘X’ days.

Setup

After module activation, go to the module setup page and adjust the two parameters.

  • for Clients Without Orders: set a number for the days to search. The default value is to search clients without an order for the last 30 days
  • for products sold set the field name for the search base. Possible values:
    • ‘date_valid’ (default value) – search based on invoice validation date
    • ‘datef’ – search based on the invoice issue date (the date that is printed in the invoice)
    • ‘datec’ (not recommended) – search based on the invoice creation date. Setting this option will count all products NO MATTER what is the invoice status (Draft, Validated, Cancelled, etc.)
  • for date format in the output, you can set any of the available PHP date formats. Some of the possible values are:
    • d-m-Y // 22-03-2021 (This is the default value)
    • F j, Y // March 22, 2021
    • m.d.y // 03.22.21
    • m.d.Y // 03.22.2021
    • d.m.y // 22.03.21
    • d.m.Y // 22.03.2021
    • Ymd // 20210322
    • Y-m-d // 2021-03-22

    More information about date formats can be found at https://www.php.net/manual/en/function.date.php and https://www.php.net/manual/en/datetime.format.php

CHANGELOG

## v2.0
– CHANGE: Visual redesign
– CHANGE: Better menu system
– NEW: Additional stats for Sales representatives and Supervisors

## v1.3
– NEW: Added stats for best X clients per turnover (excl. VAT) for this year
– NEW: Added stats for best X clients per turnover (excl. VAT) for this year per CITY
– NEW: Added stats for best X clients per turnover (excl. VAT) for selected period
– NEW: Added stats for best sales representatives per turnover (excl. VAT) and QTY sold for this month
– NEW: Added stats for best sales representatives per turnover (excl. VAT) and QTY sold for selected period
– NEW: In stats for best sales representatives calculate commission (if any) per product sold or a percentage of turnover generated
– NEW: Supervisors can see clients without orders for the sales representatives they are responsible for
– NEW: To protect the information, some menus are locked for Administrator only, but can be unlocked from module settings
– CHANGE: The main page now shows client without orders assigned to the current logged in user
– CHANGE: Only the Administrator can see ALL clients without an invoice for past “X” days

## v1.2

– REMOVED: Ability to see all clients without invoices
– NEW: For a customer without an invoice, view a list of selected Sales representative
– NEW: Added button to the client without invoices to send email to the client using Dolibarr Send email feature
– NEW: Added client phone to the client without invoices
– NEW: Added client email to the client without invoices
– NEW: Redesign for the client without invoices

## v1.1

– Sortable table for “Customers without invoices”
– last invoice date and Sales representative name added to “Customers without invoices”
– Separate page for products sold and Customers without invoices
– Minor bug fixes

## v1.0
Initial version

 

All of our Dolibarr Plugins DEMO:

URL: Dolibarr DEMO

USER: demodemo

PASSWORD: demopass

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