Module ClientGuard

Client Guard Module for Dolibarr

Overview

The Client Guard module is a robust solution designed to help businesses manage client-based financial restrictions within Dolibarr. It provides advanced features for automatically applying default payment conditions, enforcing balance limits, tracking overdue invoices, and managing contracts for clients.

This module is a great asset for businesses that want to ensure financial accountability by blocking actions on clients with outstanding balances or overdue invoices. It integrates seamlessly with Dolibarr’s standard workflows for proposals, orders, projects, and invoices, allowing administrators to define and enforce various restrictions efficiently.

Key Features

Automated Default Payment Conditions: Automatically applies default payment conditions to new clients.
Financial Restrictions: Set maximum outstanding balance and overdue invoice limits to prevent further client actions when limits are exceeded.
Contract Enforcement: Enables contract-based restrictions for clients, allowing special permissions based on contract status.
Action Blocking: Blocks client actions like proposal, order, or invoice creation when restrictions are violated.
Customizable Permissions: Allows administrators to set module permissions for specific user roles.

Setup and Configuration

Step 1: Installation

Download and install the module from the Dolistore.
Upload the clientguard-x.y.z.zip package from the Dolibarr Module Management area.
Activate the module through the Dolibarr Module List in the "Admin Tools" section.

Step 2: Module Configuration

Navigate to Settings -> Modules/Applications -> Client Guard -> Setup.

Key Configuration Options

Default Payment Condition: Define the default payment terms to be assigned to new clients.
Max Tolerance Days: Set the maximum number of days allowed before overdue invoices trigger restrictions.
Allow Actions Based on Contracts: Enable/Disable client action restrictions based on contract presence.
Individual Action Restrictions: Define restrictions for proposals, orders, projects, and invoices individually.

Important Places for Screenshots

Module Setup Page: Show where users can configure options like the default payment condition, max tolerance days, and restrictions.
Client Card Page: Display restricted client interactions with the module’s extrafields and options.
Restriction Warnings: Show examples of alert messages or blocked actions when clients exceed limits.

Detailed Usage

Working with Financial Limits

Client Guard allows administrators to:

Set a maximum balance limit per client to prevent further transactions when reached.
Define overdue invoice tolerance days to avoid workflow interruptions due to minor payment delays.

Screenshot Suggestion: Capture the extrafields on the client card page, showing the "Under Contract" status and tolerance days.

Handling Contract-Based Permissions

The module includes contract-based restrictions allowing clients under contract certain exemptions. Users can configure this under Module Settings, with specific options for applying limits based on contract status.

Blocked Actions and Warnings

When a client reaches the defined balance or overdue limit, Client Guard will:

Block the creation or validation of proposals, orders, invoices, and projects.
Display custom error messages for users attempting to perform restricted actions.

Screenshot Suggestion: Take screenshots of the alert messages when actions are blocked due to restrictions.

User Permissions

To streamline control, Client Guard offers customizable permissions:

Admin: Full access to configure, add, modify, or remove restrictions.
Standard User: Access to client interactions but restricted based on configured rules.

Screenshot Suggestion: Highlight the permissions configuration panel under Dolibarr's user rights management area.

Troubleshooting

Blocked Action Alerts: Verify client balance, overdue invoices, and contract status to understand the restriction source.
Configuration Changes Not Reflected: Ensure settings are saved, and check user permissions for module configuration.

For further assistance, refer to the Dolibarr documentation or contact support.