Dolibarr ERP CRM Wiki - User contributions [en]

General information on usage

2020-02-05T13:19:11Z

Laudeco: Ajout de l'e-mail comme support de login.

[[fr:Utilisation_générale_de_Dolibarr]]
[[de:Erste_Schritte]]
[[zh:用法总说明]]
[[es:Uso_general_de_Dolibarr]]


{{TemplateDocUser}}
=Starting the application:=
To begin, launch the application, either by clicking on the icon installed on your desktop by the installation package or by typing appropriate URL in your web browser (The URL can be of the form http://localhost/dolibarr/ for local installation but can be different in the case of a manual installation, in that case it will depend on the configuration of your Web server).

After launching application, you should see the login page with at least 2 fields:

*'''Login''': the login of user to connect. If this is a first usage, it is the user entered at last step of the installation (eg admin). It can also be the e-mail of the super admin.
*'''Password''': the password of user to connect. If this is a first usage, it is the password entered at last step of the installation (eg changeme)

[[File:identification.jpg|360px|center]]

=Homepage=
Once logged in, you see the home page. It contains menu bars (one horizontal bar and one vertical bar) and more informations in the center:

*A box reminding your login account and the date of last access.
*A box of statistics related to all activated modules.
*A box showing 'tasks' table (table containing informations of tasks to be done and tasks behind schedule). A weather sums it up.
*In the lower part, there may be other information boxes. The list depends upon boxes activated via the menu '''Home->Setup->Boxes'''.

=Using the menus=
Each menu in the horizontal bar is related to one module. When a module is activated its associated menu appears in the horizontal menu bar. The menu entry of a module does not appear in the menus until the module has been activated. To activate a module, see page [[First_setup]].

To use a module, click the menu associated with the module, a menu appears in the vertical bar to perform various tasks related to that module.

For example, to list the products in stock (function provided by the Products and Stock modules), click on the menu Products / Services:

[[File:liste_produits.jpg|600px]]

Once a top menu has been selected a left menu appears with various tasks related to the activated module.

For example, menu you can see once top menu Products / Services has been selected:

[[File:menuproduits.jpg|200px]]

Note that the organization of the menus depends on the choice of menu manager configured in '''Home->Setup->Menus'''.

=Objects=
Objects are the generic terms to speak about records managed by the application. It can be for example: a customer, a supplier, an invoice, an order, a proposal, an agenda event, a user, ...

Each object is managed by a Dolibarr module. Depending on the module you enabled or not, some objects may or may not appear in the application.
Dolibarr policy is to use a common way of working for each managed modules or objects.
So, for each object, you will find a menu entry to Create (menu is called "New Object") and a menu entry to list all objects (menu is called "List").
Then clicking on an object found in a list, you can read all properties of the object arranged in several tabs. A button "Modify" is visible to the allowed user to edit the object.

For example, this is a view of left menu to manage third-parties, and card of a selected third-party (click to enlarge):

[[Image:Screenshot thirdparty.png|480px]]

Also, in the list view (clicking menu "List" in the vertical menus), a status symbol/signage will appear in the last column of list of objects. The symbol/signage varies according to object's status within the workflow.
Symbol/signage of status depends on object and its options defined in the module setup dedicated to object management.
Current definition and symbol/signage of status are (with default theme "eldy") :

*[[Image:statut0.png]] Draft Status - Object is not yet validated (White color, no action can be taken on object)
*[[Image:statut1.png]] Validated Status - Object is validated and some actions are now expected on the object (Yellow color).
*[[Image:statut3.png]] More advanced status than Validated - Some actions have been taken on the object, but still some action(s) are expected on it (Color is partially yellow)
*[[Image:statut4.png]] Processed, Active or Enabled Status - No particular action is expected for the object any more, although some event may still occur (Green color, means everything is ok currently)
*[[Image:statut5.png]] Cancelled Status - No specific action can occur for this object (White color with Cross, white means "no action can be taken" and the cross means "anymore")
*[[Image:statut8.png]] Error Status - This status means that there is a critical problem to fix for the object (red color means error)

Note that with other themes, meaning of status will not differ, but color code may change (for example a theme may decide that good color for cancel symbol is "orange" and not "white crossed".

=Features=
Each feature is provided by a module. All modules are documented in the module documentation. For a complete list of modules and their documentation, see the following pages:

*The list of standard modules is defined in page [[:Category:List_of_Modules]]
*The list of external modules (add-ons not provided by default) is set in the complementary modules page [[:Category:Complementary_modules]]

List of modules id

2019-10-07T08:36:58Z

Laudeco: Ajout d'une plage d'identifiant pour module custom. Laudeco.

[[Category:Core]]
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{{Flag en}}
This page list all reserved modules numbers / ID. If you build or want to build your own modules (like this [[:Category:Complementary_modules|complementary module]]), you should take an ID range here. Please pick range into existing holes first.

{{Flag fr}}
Cette page recense tous les numéros / ID réservés de modules. Si vous avez réalisé ou voulez réaliser vos propres modules (comme les [[:Category:Modules complémentaires|modules complémentaires suivant]]), vous devriez prendre une plage d'ID ici. Merci de prendre dans les trous existant en priorité !

{{Flag sp}}
Esta página contiene un listado de todos los id reservados para los módulos. Si ha creado o quiere realizar sus propios módulos, (como estos [[:Category:Módulos_complementarios|módulos complementarios]]), deberá reservarse un rango de ID aquí.

=ID 0 - 99999=
{{Flag en}}
Reserved for Dolibarr's internal modules.

{{Flag fr}}
Réservé aux modules internes de Dolibarr.

{{Flag sp}}
Reservado a los módulos internos de Dolibarr.

=ID 100000 - 499999=
{{Flag en}}
Reserved area for editors in need for an ID range. You can edit this page to add your own range (take a range of 50 numbers only the first time, 1000 max per company)

{{Flag fr}}
Zone réservé aux éditeurs qui ont besoin d'une plage d'ID spécifiques. Vous pouvez modifier cette page pour réserver votre plage (limité à 50 valeurs la première fois, 1000 maximum par société)

{{Flag sp}}
Área reservada para los partners que necesiten un rango de ID. Puede modificar esta página para reservar su rango (limitado a 50 valores por editor)

[[File:Warning.png]] If you reserve more than 50, we may automatically change your reservation range without information and you may experience conflicts with other modules in a future, so please follow the rules !

*ID 100000 - 100999: OpenThink (http://www.openthink.be)
*ID 101000 - 101999: NLTechno (https://www.nltechno.com)
*ID 102000 - 102999: Tiaris (http://www.tiaris.fr)
*ID 103000 - 103999: Open-concept.pro (http://www.open-concept.pro)
*ID 104000 - 104999: ATM Consulting (http://www.atm-consulting.fr)
*ID 105000 - 105999: GPC.solutions
*ID 106000 - 106999: PHPASSO
*ID 107000 - 107999: TecLib (http://www.teclib.com) / Auguria (http://www.auguria.net)
*ID 108000 - 108999: ETHICWEB
*ID 109000 - 109999: Aplose (http://www.aplose.fr)
*ID 110000 - 110999: Librethic (https://librethic.io)
*ID 111000 - 111999: Asset IT (www.assetit.ch)
*ID 112000 - 112999: Aarboard AG (www.aarboard.ch)
*ID 113000 - 113999: Asilib - Alexandre Spangaro
*ID 114000 - 114999: Iceleaf OÜ
*ID 115000 - 115999: 2A2C Conseil - Cyril ZEKSER
*ID 116000 - 116999: Wolftec GmbH
*ID 117000 - 117999: Oscim (http://www.oscim.fr)
*ID 118000 - 118999: Oarces Web (dev.oarces.com)
*ID 119000 - 119999: Manuel Berrocal - Absolacom
*ID 120000 - 120999: Régis Houssin (http://www.inodbox.com)
*ID 121000 - 121999: Oscss - Shop
*ID 122000 - 122999: MrSof - la Nation du Web
*ID 123000 - 123999: Bruno Généré (webiseasy.org)
*ID 124000 - 124999: backbone internet service (www.backbone.co.at)
*ID 125000 - 125999: ProgSI (www.progsi.ma)
*ID 126000 - 126999: Catalanet
*ID 127000 - 127999: Virgilio Filho pt-BR Brasil (@dolibarr.br)
*ID 128000 - 128999: Nicolas Frappé France (www.sospc.info)
*ID 129000 - 129999: Adeo-Informatique
*ID 130000 - 130999: Technicks ICT (http://www.technicks.eu)
*ID 131000 - 131999: Joan Louis (itaca.fr)
*ID 132000 - 132999: Jean-Marie Arsac (https://azimut.fr)
*ID 133000 - 133999: Oriel Systems Ltd, UK. (www.orielsystems.com)
*ID 135000 - 135999: Net-Logic (http://netlogic.fr)
*ID 140000 - 140999: Altairis (http://altairis.fr)
*ID 141000 - 141050: Projet2Team (https://www.projet2team.fr)
*ID 141051 - 141099: Elistair (http://elistair.com)
*ID 141100 - 141149: Blue Networks Technologies (https://www.blnt.fr)
*ID 141150: '''Free (pick here first, take ranges of 50 only please, 1000 max per company)'''
*ID 150000 - 150999: Jeffinfo
*ID 160000 - 160999: Charles-François BENKE (http://www.patas-monkey.com)
*ID 161000 - 161999: Abbes Bahfir (<nowiki>http://dolipar.org</nowiki>)
*ID 162000 - 162999: Jacques Rébiscoul
*ID 163000 - 163999: Open-DSI (https://www.open-dsi.fr)
*ID 164000: '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 170000 - 170999: TRIDENT CONSULTING LTD (www.tridentdxb.com)
*ID 171000 - 171999: LVSInformatique (www.lvsinformatique.com)
*ID 172000: '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 180000 - 180999: Triangle Ingénierie
*ID 181000: '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 190000 - 190999: Diciannove (http://19.coop)
*ID 191000: '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 199000 - 199999: RFMS
*ID 200000 - 200999: Noxiome
*ID 201000 - 201999: Sasa Ostrouska (saxa)
*ID 202000 - 202999: Z-Application
*ID 203000 - 203099: Elidee - elidee.com
*ID 203100 - 203999: Garcia MICHEL (soamichel.fr)
*ID 204000 - 204999: Ari Elbaz elarifr - accedinfo.com
*ID 205000 - 205999: Kreiz IT
*ID 206000 - 206999: GBINFO (www.gbinfo.fr)
*ID 207000: '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 230000 - 230049: Unareil - La Fortune de la Nature (https://www.unareil.eu)
*ID 230050: '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 274250 - 274299: Nerv Project (www.nerv-project.eu)
*ID 274300: '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 274300: '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 320000 - 320999: Novus Studios (www.novusstudios.it)
*ID 321000 - 321999: AtooNet (http://www.atoo-net.com)
*ID 332200 '''Free (take ranges of 50 only please, 1000 max per company)'''
*ID 330000 - 330049: XTEC Industries (www.xtec-ind.com)
*ID 330050 - 330099: 10100 S.R.L. - (www.10100.to)
*ID 330100 - 399999: (take ranges of 50 only please, 1000 max per company)
*ID 400000 - 400999: 2byte.es (http://www.2byte.es)
*ID 401000 - 401999: B&D Informática
*ID 402000 - 402999: Marcos García de La Fuente (marcosgdf)
*ID 403000 - 403999: Sergibyte (http://www.sergibyte.com)
*ID 404000 - 404999: Aikhan
*ID 405000 - 405999: AIME (http://www.aime.mx)
*ID 409000 - 409999: LliureTIC (www.lliuretic.cat)
*ID 420000 - 420099: BBS Concept
*ID 420100 - 420199: LeMousticProduction (www.lemousticproduction.info) -< module DoliRH
*ID 420200 - 421199: VatCheck (www.abnc.be)
*ID 422200 - 422999: Artaban (http://artaban.fr)
*ID 423000 - 423050: cyberesprit
*ID 423051 - 423099: R.Bossard
*ID 423100 - 423199: Joliciel (www.joliciel.fr)
*ID 424000 - 424499: A3sys - Mon-Dolibarr (http://www.mon-dolibarr.fr) by Philazerty
*ID 425000 - 425999: Sébastien SERRE Thivinfo (www.thivinfo.com)
*ID 426000 - 426099: Arkesis-Solution
*ID 426100 - 426149: GetLandy (www.getlandy.com)
*ID 426150 - 426649: OOB Software
*ID 426650 - 426849: Soft-Task Serviços e Sistemas (www.soft-task.com.br)
*ID 426850 - 427000: Bruno Caldas (https://github.com/BCaldas)
*ID 427001 - 427999: Kevin GUERRIER (alias xcl.saian)
*ID 428000 - 428099: af83
*ID 429000 - 429999: induslab
*ID 430000 - 430099: Mixity sprl (www.mixity.be)
*ID 430100 - 430199: sgiraud
*ID 430200 - 430299: Merlion TI (www.merlion-si.com.br)
*ID 430300 - 431299: Libre Expert (www.libre-expert.com)
*ID 431300 - 431399: ptibogxiv (www.ptibogxiv.net)
*ID 431400 - 431499: Befox (www.befox.fr)
*ID 431500 - 431599: rue Béjo (www.ruebejo.fr)
*ID 431600 - 431699: Avizzeo (www.avizzeo.com)
*ID 431700 - 432199: Multisistemas (www.multisistemas.com.sv)
*ID 432200 - 432399: Burbuja - Chile (www.burbuja.cl)
*ID 432400 - 433399: INOVEA CONSEIL (https://www.inovea-conseil.com)
*ID 433400 - 434399: Rachid HRICH - Maroc (HricH ServiceS.)
*ID 434400 - 435399: Lance Bleakley - LanceIT (www.lanceit.net)
*ID 436000 - 436099: SOWEBIO (www.soweb.io)
*ID 436100 - 436199: CAP-REL (www.cap-rel.fr)
*ID 436200 '''Free (take ranges of 50 only please at once, 1000 max per company)'''
*ID 436400 - 437399: Mohamed AHERDANE - Morocco - IT Consultant ( www.wave.ma )
*ID 437400 '''Free (take ranges of 50 only please at once, 1000 max per company)'''
*ID 438400 - 439399: Tetras Libre - France - Développement logiciels libres (www.tetras-libre.fr)
*ID 439400 - 440399: Dolibarr-pro - France - Développement Dolibarr (www.dolibarr-pro.com)
*ID 440400 - 441399: Quidlab Co., Ltd - Thailand - ( www.quidlab.com )
*ID 441400 - 442399: Ide@log - France - (https://www.idealog-info.net) - Laurent Leblanc
*ID 442400 - 443399: Valerio Bianchi (www.valeriobianchi.com)
*ID 443400 - 444399: delassalle - France - (www.delassalle.fr) - Joseph Delassalle
*ID 444400 - 445399: Webartis - Maroc - (www.webartis.net) - François Dry
*ID 445400 - 445499: SCOP Au-delà des nuages - France
*ID 446000 - 446999: iouston (http://www.iouston.com) - France - Julien Marchand
*ID 447000 - 447999: rSanjoSEO - Rafael San José Tovar (www.rsanjoseo.com) - Spain
*ID 448000 - 448999: Code 42 (www.code42.fr)
*ID 449000 - 449999: TakePOS (www.takepos.com)
*ID 450000 - 450999: Pierre ARDOIN
*ID 451000 - 451999: Éditeur depordi.fr
*ID 452000 - 452999: Dylan NAKONG
*ID 453000 - 453999: Menahd Ouchenir - France - menahd-ouchenir.com
*ID 454000 - 454999: Withheld - Canada
*ID 455000 - 455999: Gaëtan MAISON - Info Libre @ Dom - France (https://www.infolibreadom.com)
*ID 456000 - 456999: Laurent LEBLEU - B.L.C. - Blue Line Company - Lille - France (www.bluelinecompany.fr/dolibarr)
*ID 457000 - 457999: Sébastien BOUCHER
*ID 458000 - 458999: Lester HERNÁNDEZ - Argentina - (freelancerlrhd@gmail.com)
*ID 459000 - 459999: Infopen - France
*ID 460000 - 460050: torvista - Spain
*ID 461000 - 461999: MEGALOGI - Maroc (www.erpcloud.ma)
*ID 462000 - 462999: Making Digital (www.making-digital.fr) - France
*ID 463000 - 463999: linx s.r.l.s.
*ID 464000 - 464999: NimbleCubed Inc. (www.nimblecubed.com)
*ID 465000 - 465999: Artefacts - CourantAlternatif
*ID 466000 - 466999: CDM Consultores - (www.cdm.guru)
*ID 467000 - 467999: M71 Service GmbH - (www.m71-service.de)
*ID 468000 - 468049: Clément Segonzac - France (clement.segonzac@gmail.com)
*ID 468050 - 468099: Flavien Belli - France (https://github.com/Marshlyin || belliflaviencontactpro@gmail.com)
*ID 468100 - 468119: Chl (https://code.bugness.org/Dolibarr)
*ID 468120 '''Free (take ranges of 50 only please at once, 1000 max per company)'''
*ID 468175 - 468199: Gaëlle Rauffet - France (kiwiscan.net)
*ID 468200 - 468250: Paulo Oliveira - Brasil (paulorcdo@gmail.com)
*ID 468251 - 468270: CD-Systems - France (https://www.cd-systems.fr)
*ID 468300 - 468349: Uvensys - Germany (https://uvensys.de)
*ID 468350 - 468399 : Laudeco - Belgium (http://github.com/laudeco)

...

=ID > 500000=

This range can't be reserved. It is a common range. If you don't plan to distribute your module, you can use an ID in this range with no need to reserve it.

{{Flag en}}
If you don't already have reserved ids and need some, please don't use hazardous number and use a number higher than 500000, but it is better to ask a wiki account, and reserve your own range by editing the 100000 - 499999 range (50 ids at once, 1000 ids maximum per partner).

{{Flag fr}}
Si vous n'avez pas de numéros réservés et en avez besoin, n'utilisez pas de chiffres au hasard et utilisez une valeur supérieure à 500000, toutefois, il est préférable d'obtenir un compte wiki, et réserver vous-même votre plage en ajoutant votre entrée dans la zone 100000 - 499999 (par lot de 50 d'abord, pas plus de 1000 numéros par partenaire).

{{Flag sp}}
Si no dispone de número reservado y necesita, no use cifras redondeadas y usa un valor superior a 500000. Si tiene una cuenta wiki, puede reservarse usted mismo sus id añadiendo su entrada en la zona 100000 - 499999 (no más de 1000 id por partner).