A workflow to handle multiple interventions which may fail (and record the failure in the system)

Using my Dolibarr CRM/SRM Modules
1

Hello,

We have installed Dolibarr recently and we are struggling to implement the following workflow:

  1. Clients give us a plan of deliveries to be made throughout the year. The plan is subdivided in periods (eg. first delivery to these addresses between january 1st and january 14th, delivery to these addresses between february 4th and february 20th, …)
  2. We schedule the deliveries within the given periods.
  3. The deliveries are executed, but some will fail (e.g. recipient unavailable). The failed deliveries are rescheduled when possible.
  4. The executed deliveries are invoiced to the client.

We use another software for the schedule of the deliveries and getting the recipient’s signature. We want to keep the data of the failed delivery as it may be important in future business decisions.

We figured we could use the contracts for the yearly plan, a commercial-proposal per recipient and per period, and the interventions for the daily scheduled delivery.
There are a few problems however: in Dolibarr an intervention cannot fail and a commercial-proposal has no delivery address.

Can anyone think of a workflow in Dolibarr to handle this situation?

Thank you in advance :slight_smile:

2

Hello,

just some quick thoughts:

Maybe add some extra fields to the commercial proposal to e.g. cover the delivery address.
And for failed deliveries, you could perhaps assign a label/category to the intervention?

3

Hello @priojk,

Thank you for the quick response! These are good ideas, I will discuss them with my collegues :+1: