Margin View

The MARGINVIEW module for Dolibarr enhances the management of commercial margins by providing more precise access control. In addition to Dolibarr’s three default margin permissions (view, entry, and global access), MARGINVIEW introduces two essential additional permissions.

A dedicated button on quotes allows users to show or hide margins during quote creation, which is particularly useful when working directly with customers.

Key Features

• Advanced margin permissions: Extends Dolibarr’s native rights with two additional access levels.
  

• Display margin column: View the margin column while creating a quote.
  

• View margin table: Access the full margin table during quote creation.
  

• Interactive control button: Quickly toggle margin visibility on quotes.
  

• Granular access control: Precisely define which users can see margins and under what circumstances.
  

Use Cases

✔ Create quotes collaboratively with clients
✔ Protect sensitive margin information
✔ Refine user permissions for margin management
✔ Enhance transparency for authorized users
✔ Maintain a professional and secure sales process

Security and Control

• Fully compliant with Dolibarr user permissions
  

• No modification to existing margin calculations
  

• Clear separation between view and edit rights
  

• Reduces errors and unauthorized access
  

With MARGINVIEW, improve your user experience in Dolibarr and maximize profitability while maintaining precise control over margin visibility.

Demonstration:

Margin View

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