Mikrosha2000: Create ProcureMatch Pro 1.0.0 documentation with features, screenshots and installation guide

2026-10-29T13:02:30Z

Create ProcureMatch Pro 1.0.0 documentation with features, screenshots and installation guide

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'''ProcureMatch Pro''' is a supplier purchase matching and discrepancy-review module for Dolibarr ERP/CRM, developed by '''PanciucSoft'''. It compares supplier purchase orders, goods receipts and explicitly linked supplier invoices to help users identify quantity and price differences before taking business decisions.

[[File:ProcureMatchPro_1.0.0_Wiki_Cover.png|center|750px|ProcureMatch Pro – Supplier Purchase Matching for Dolibarr]]

==Module information==

{| class="wikitable"
!Item!!Details
|-
|Module name||ProcureMatch Pro
|-
|Version||1.0.0 Stable
|-
|Module ID||207605
|-
|Publisher / author||PanciucSoft / Vasile Panciuc
|-
|Dolibarr compatibility||V23–V24
|-
|Minimum declared PHP version||7.4
|-
|Interface languages||English, Romanian, German, French, Spanish
|-
|License||GNU GPL v3 or later
|-
|Support||[https://panciucsoft.com/support/ PanciucSoft Support] – support@panciucsoft.com
|}

==Main features==

*'''2-way matching:''' compare supplier purchase orders with linked supplier invoices.
*'''3-way matching:''' compare ordered, received and invoiced product quantities when receipt data is available.
*Compare effective net unit prices with a configurable price tolerance.
*Display both invoice-minus-order and invoice-minus-received quantity differences.
*Analyze a single supplier invoice or the combined effect of multiple invoices linked to an order.
*Identify exact matches, tolerated differences, partial situations, mismatches, cases requiring review and cases awaiting an invoice.
*Warn about possible duplicate supplier invoice references.
*Flag credit notes, deposits, abandoned invoices, cross-currency cases and other exceptional documents for manual review rather than automatically treating them as matches.
*Allow authorized internal managers to allocate shared supplier invoice lines to eligible linked purchase orders.
*Keep an audit history of allocation changes, including user, date and before/after quantities.
*Use role-based permissions and Dolibarr supplier-visibility restrictions.
*Provide responsive pages for desktop, tablet and mobile browsers.

==How it works==

#Open the ProcureMatch Pro dashboard and select a supplier purchase order.
#Review the supplier invoice or invoices explicitly linked to that order in Dolibarr.
#Run the comparison to inspect ordered, received and invoiced quantities, plus net unit prices.
#Review the result and the corresponding explanations for each product.
#If an invoice is shared among several purchase orders, an authorized manager can allocate its lines and inspect the allocation audit trail.

==Matching result statuses==

{| class="wikitable"
!Status!!Meaning
|-
|'''MATCH'''||Comparison is consistent, including differences explicitly accepted within configured tolerances.
|-
|'''PARTIAL'''||A legitimate incomplete purchase or invoice situation is detected.
|-
|'''MISMATCH'''||A significant quantity or price discrepancy requires attention.
|-
|'''REVIEW'''||Automatic matching is not reliable for the selected documents; manual inspection is required.
|-
|'''AWAITING'''||The selected comparison has no supplier invoice to evaluate.
|}

The overall status depends on the full document context, not only an individual product row. A draft, exceptional invoice, partial multi-invoice selection or incomplete shared-invoice allocation may prevent a final automatic MATCH.

==Shared invoice allocations and audit trail==

When one supplier invoice is linked to several supplier purchase orders, ProcureMatch Pro requires explicit allocation of the invoice lines before allowing an automatic per-order comparison. Managers with the dedicated permission can record the quantities assigned to each eligible order.

The module checks for over-allocation, unrelated orders, mismatched products and changed or outdated allocation data. It keeps a history of successful allocation changes and requires renewed review when relevant source invoice data changes. Allocation records are internal to ProcureMatch Pro: '''they do not modify the Dolibarr invoice, purchase order or stock'''.

==Screenshots==

[[File:ProcureMatchPro_1.0.0_02_Purchase_Orders_Dashboard.png|thumb|center|780px|Dashboard showing recent supplier purchase orders and access to matching reports]]

<gallery widths="340" heights="185" mode="packed">
File:ProcureMatchPro 1.0.0 03 Successful Matching Report.png|Successful comparison with a price difference within tolerance
File:ProcureMatchPro 1.0.0 04 Discrepancy Detection.png|Detection of invoiced-quantity discrepancies
File:ProcureMatchPro 1.0.0 05 Multiple Invoices Review.png|Conservative review of multiple invoices and credit notes
File:ProcureMatchPro 1.0.0 06 Invoice Line Allocation.png|Manager allocation of shared supplier invoice lines
File:ProcureMatchPro 1.0.0 07 Allocation Audit Trail.png|Allocation audit history with before/after quantities
File:ProcureMatchPro 1.0.0 08 Module Settings.png|Administrative price and quantity tolerances
</gallery>

==Compatibility and requirements==

*Designed for Dolibarr '''23.x and 24.x'''.
*Functional application tests completed on '''Dolibarr 23.0.4 and 24.0.0'''. Other patch versions were not separately regression-tested.
*Declared minimum PHP version: '''7.4'''. The release's code lint and automated PHP checks were run with PHP 8.5.12 on Windows; PHP 7.4 was not independently regression-tested in that environment.
*Uses existing Dolibarr supplier purchase orders and supplier invoices. Receipt comparison depends on available Dolibarr reception data and stock configuration.
*Supplier invoices must be linked to the appropriate supplier purchase order in Dolibarr to appear in the selection.

==Installation==

#Download the ProcureMatch Pro module archive from DoliStore.
#In Dolibarr, open '''Home → Setup → Modules/Applications → Deploy/install external app/module'''. Upload the ZIP archive.
#Alternatively, unpack the archive so that its module directory is <code>htdocs/custom/procurematchpro/</code>.
#Enable '''ProcureMatch Pro''' in the modules list.
#Give appropriate internal users the '''Read purchase matching reports''' permission. For restricted readers, configure their supplier visibility in Dolibarr.
#Grant '''Manage invoice line allocations''' separately to trusted internal managers when needed.
#As an administrator, configure price and quantity tolerances in the module setup page.

==Important limitations==

*ProcureMatch Pro is a '''decision-support and discrepancy-analysis tool'''. It does not approve, reject, block, pay or modify supplier invoices, nor does it create stock movements.
*Credit notes, deposits, nonstandard invoice types, mixed currencies and certain ambiguous invoice lines may require manual verification.
*It does not automatically convert currencies, reconcile taxes or shipping charges, or prove that an invoice was paid twice.
*Supplier invoices not explicitly linked to a selected purchase order are not automatically discovered solely because they belong to the same supplier.
*This release is not a formal validation or certification for regulated environments.

==Version history==

===Version 1.0.0 – 29 October 2026===

First stable release, following functional testing on Dolibarr 23.0.4 and 24.0.0. Includes 2-way/3-way quantity and price review, cumulative linked-invoice analysis, configurable tolerances, shared-invoice allocations, allocation audit history, visibility restrictions, responsive pages and five interface languages.

==Support and links==

*'''Support:''' [https://panciucsoft.com/support/ PanciucSoft Support]
*'''Contact:''' support@panciucsoft.com
*'''Publisher:''' [https://panciucsoft.com/ PanciucSoft]

[[Category:Complementary modules]]

Module ProcureMatch Pro - Revision history

Mikrosha2000: Create ProcureMatch Pro 1.0.0 documentation with features, screenshots and installation guide