GR8 CRM is a set of Grails Web Application Framework plugins that makes it easy to develop web applications with CRM functionality.
You can find more information about GR8 CRM on the main documentation site http://gr8crm.github.io.
1.1. Customer Relationship Management
Customer relationship management (CRM) is a system for managing a company’s interactions with current and future customers. It involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. Wikipedia
The GR8 CRM "Ecosystem" currently contains over 40 Grails plugins. For a complete list of plugins see http://gr8crm.github.io.
Each GR8 CRM plugin defines a Bounded Context that focus on one specific domain, for example contact, project or document.
2. Invoice Management User Interface Plugin
crm-invoice-ui plugin is a companion plugin to the
It provides a Twitter Bootstrap based user interface for invoice management.
2.1. Create invoices
In most application invoices are created programatically based on information from the database or external systems. But you can also create an invoice manually with the CrmInvoiceController.create() action.
2.2. Search invoices
To query for invoices you visit
crmIndex/index which will show the query form.
You can enter query values in any field and then hit the
Search button to search for invoices matching your query.
If you don’t enter any query value all invoices will be included in the search result.
If the query result contains more than one invoice, an invoice list will be displayed. If the query result contains
exactly one invoice, then details for that invoice will be displayed.
I.e. it will skip the
list view and go directly to the
You can click on any invoice to show details for that invoice.
Export button shows the print/export page but no layouts are provided by this plugin.
You must add an event
@Listener in an application service that listens for the crmInvoice.exportLayout event and return layout definitions.
Look at the source for
CrmInvoiceController#export() for more information.
2.3. Invoice details
The invoice details page
crmInvoice/show show all details for an invoice.
Here you will find invoice number, customer name, invoice and delivery addresses and more.
crm-tags plugin is installed you can see existing tags and add new tags to an invoice.
2.4. Edit invoice details
To edit invoice details you hit the
Edit button. This will display the edit page
Here you can alter values and then hit
Save to store the new values in the database.
Invoice items are listed on a separate tab. Items can be edited, added and deleted from this tab.
Payment fields are now open for editing
First public release
This plugin is licensed with Apache License version 2.0
5. Source Code
The source code for this plugin is available at https://github.com/technipelago/grails-crm-invoice-ui