Dolibarr ERP CRM Wiki - User contributions [en]

Documentaţie utilizator

2021-04-25T20:45:02Z

Rauldobrota:

[[ro:Documentaţie utilizator]]

<seo metak="user, documentation, guide, doc, tutorial, usage, help" /> Această pagină este principalul index al documentelor referitoare la documentația utilizatorului. Pentru documentația de dezvoltare, [[Developer documentation|see here]].
=Prezentare rapidă a caracteristicilor=

*[[Ce face Dolibarr|Ce este Dolibarr, Ce poate Dolibarr să facă]]
*[[Ce nu poate Dolibarr să facă|Ce nu este Dolibarr, Ce nu poate Dolibarr să facă]]

=Instalare | Actualizare | Configurare=

*[[Prerequisite|Prerequisites]]
*[[Installation - Upgrade]]
*[[First setup|Setup]]

=Administration=

*Migration: [[Mass_imports|Mass imports]] / [[ExportsEn|Exports]]
*[[Backups]] / [[Restores]]
*[[About_pages|About pages]]
*[[Upgrade]]
*[[Purge]]
*[[Audit]]
*[[Users_Sessions|Users Sessions]]
*[[Global_VAT_Update|Global VAT Update]]
*[[Module_Scheduled_jobs|Scheduled Jobs]]
*[[Direct_Printing_jobs|Direct Printing jobs]]
*[[Mass_barcode_init|Mass barcode init]]

=Utilizare (cu module / aplicaţii)=
Knowing how to use Dolibarr is knowing how to use its modules, menus, and features. First, once the installation step is complete (see previous chapters), let's have a look at general information on usage:

*[[General information on usage]] (First steps).

Once general usage is understood, you can have a look at the documentation about all standard business modules. Choose the module you are interested in to see its documentation. Standard modules are modules available by default in all common installation. This is a list of main modules (also available on page [[:Category:List of Modules|List of Modules]]):
{{#dpl:
|category=List of Modules
|ordermethod=title
|order=ascending
|format = <ul type="disc">,<li>[[%PAGE%]],</li>,</ul>
|columns=3
|rowcolformat=width=100%
}}
External modules are modules you can get on other sources than official sources. They are provided by third parties. Most of them can be found in the marketplace https://www.dolistore.com. List of external modules is defined on the page [[:Category:Complementary modules|Complementary modules]].
=Glosar=
Vezi pagina [[Glossary|Glosar]]
=FAQ=
All FAQ are available through the index page [[:Category:FAQ EN|FAQ EN]]
=Tutoriale Video=
The association Dolibarr has started making video tutorials on the basic functions of Dolibarr [[Video Tutorials]]

Documentaţie utilizator

2021-04-25T20:43:06Z

Rauldobrota: /* Usage (by modules / applications) */

[[ro:Documentaţie utilizator]]

<seo metak="user, documentation, guide, doc, tutorial, usage, help" /> This page is the main index of documents relating to user documentation. For developer documentation, [[Developer documentation|see here]].
=Quick overview of Features=

*[[Ce face Dolibarr|Ce este Dolibarr, Ce poate Dolibarr să facă]]
*[[Ce nu poate Dolibarr să facă|Ce nu este Dolibarr, Ce nu poate Dolibarr să facă]]

=Instalare | Actualizare | Configurare=

*[[Prerequisite|Prerequisites]]
*[[Installation - Upgrade]]
*[[First setup|Setup]]

=Administration=

*Migration: [[Mass_imports|Mass imports]] / [[ExportsEn|Exports]]
*[[Backups]] / [[Restores]]
*[[About_pages|About pages]]
*[[Upgrade]]
*[[Purge]]
*[[Audit]]
*[[Users_Sessions|Users Sessions]]
*[[Global_VAT_Update|Global VAT Update]]
*[[Module_Scheduled_jobs|Scheduled Jobs]]
*[[Direct_Printing_jobs|Direct Printing jobs]]
*[[Mass_barcode_init|Mass barcode init]]

=Utilizare (cu module / aplicaţii)=
Knowing how to use Dolibarr is knowing how to use its modules, menus, and features. First, once the installation step is complete (see previous chapters), let's have a look at general information on usage:

*[[General information on usage]] (First steps).

Once general usage is understood, you can have a look at the documentation about all standard business modules. Choose the module you are interested in to see its documentation. Standard modules are modules available by default in all common installation. This is a list of main modules (also available on page [[:Category:List of Modules|List of Modules]]):
{{#dpl:
|category=List of Modules
|ordermethod=title
|order=ascending
|format = <ul type="disc">,<li>[[%PAGE%]],</li>,</ul>
|columns=3
|rowcolformat=width=100%
}}
External modules are modules you can get on other sources than official sources. They are provided by third parties. Most of them can be found in the marketplace https://www.dolistore.com. List of external modules is defined on the page [[:Category:Complementary modules|Complementary modules]].
=Glosar=
Vezi pagina [[Glossary|Glosar]]
=FAQ=
All FAQ are available through the index page [[:Category:FAQ EN|FAQ EN]]
=Tutoriale Video=
The association Dolibarr has started making video tutorials on the basic functions of Dolibarr [[Video Tutorials]]

Documentaţie utilizator

2021-04-25T20:40:29Z

Rauldobrota: /* Quick overview of Features */

[[ro:Documentaţie utilizator]]

<seo metak="user, documentation, guide, doc, tutorial, usage, help" /> This page is the main index of documents relating to user documentation. For developer documentation, [[Developer documentation|see here]].
=Quick overview of Features=

*[[Ce face Dolibarr|Ce este Dolibarr, Ce poate Dolibarr să facă]]
*[[Ce nu poate Dolibarr să facă|Ce nu este Dolibarr, Ce nu poate Dolibarr să facă]]

=Instalare | Actualizare | Configurare=

*[[Prerequisite|Prerequisites]]
*[[Installation - Upgrade]]
*[[First setup|Setup]]

=Administration=

*Migration: [[Mass_imports|Mass imports]] / [[ExportsEn|Exports]]
*[[Backups]] / [[Restores]]
*[[About_pages|About pages]]
*[[Upgrade]]
*[[Purge]]
*[[Audit]]
*[[Users_Sessions|Users Sessions]]
*[[Global_VAT_Update|Global VAT Update]]
*[[Module_Scheduled_jobs|Scheduled Jobs]]
*[[Direct_Printing_jobs|Direct Printing jobs]]
*[[Mass_barcode_init|Mass barcode init]]

=Usage (by modules / applications)=
Knowing how to use Dolibarr is knowing how to use its modules, menus, and features. First, once the installation step is complete (see previous chapters), let's have a look at general information on usage:

*[[General information on usage]] (First steps).

Once general usage is understood, you can have a look at the documentation about all standard business modules. Choose the module you are interested in to see its documentation. Standard modules are modules available by default in all common installation. This is a list of main modules (also available on page [[:Category:List of Modules|List of Modules]]):
{{#dpl:
|category=List of Modules
|ordermethod=title
|order=ascending
|format = <ul type="disc">,<li>[[%PAGE%]],</li>,</ul>
|columns=3
|rowcolformat=width=100%
}}
External modules are modules you can get on other sources than official sources. They are provided by third parties. Most of them can be found in the marketplace https://www.dolistore.com. List of external modules is defined on the page [[:Category:Complementary modules|Complementary modules]].
=Glossary=
See page [[Glossary]]
=FAQ=
All FAQ are available through the index page [[:Category:FAQ EN|FAQ EN]]
=Video Tutorials=
The association Dolibarr has started making video tutorials on the basic functions of Dolibarr [[Video Tutorials]]

Documentaţie utilizator

2021-04-25T20:39:51Z

Rauldobrota: Begin romanian translation

[[ro:Documentaţie utilizator]]

<seo metak="user, documentation, guide, doc, tutorial, usage, help" /> This page is the main index of documents relating to user documentation. For developer documentation, [[Developer documentation|see here]].
=Quick overview of Features=

*[[Ce face Dolibarr|Ce este Dolibarr, Ce poate Dolibarr să facă]]
*[[Ce nu poate Dolibarr să facă|Ce nu este Dolibarr is not, Ce nu poate Dolibarr să facă]]

=Instalare | Actualizare | Configurare=

*[[Prerequisite|Prerequisites]]
*[[Installation - Upgrade]]
*[[First setup|Setup]]

=Administration=

*Migration: [[Mass_imports|Mass imports]] / [[ExportsEn|Exports]]
*[[Backups]] / [[Restores]]
*[[About_pages|About pages]]
*[[Upgrade]]
*[[Purge]]
*[[Audit]]
*[[Users_Sessions|Users Sessions]]
*[[Global_VAT_Update|Global VAT Update]]
*[[Module_Scheduled_jobs|Scheduled Jobs]]
*[[Direct_Printing_jobs|Direct Printing jobs]]
*[[Mass_barcode_init|Mass barcode init]]

=Usage (by modules / applications)=
Knowing how to use Dolibarr is knowing how to use its modules, menus, and features. First, once the installation step is complete (see previous chapters), let's have a look at general information on usage:

*[[General information on usage]] (First steps).

Once general usage is understood, you can have a look at the documentation about all standard business modules. Choose the module you are interested in to see its documentation. Standard modules are modules available by default in all common installation. This is a list of main modules (also available on page [[:Category:List of Modules|List of Modules]]):
{{#dpl:
|category=List of Modules
|ordermethod=title
|order=ascending
|format = <ul type="disc">,<li>[[%PAGE%]],</li>,</ul>
|columns=3
|rowcolformat=width=100%
}}
External modules are modules you can get on other sources than official sources. They are provided by third parties. Most of them can be found in the marketplace https://www.dolistore.com. List of external modules is defined on the page [[:Category:Complementary modules|Complementary modules]].
=Glossary=
See page [[Glossary]]
=FAQ=
All FAQ are available through the index page [[:Category:FAQ EN|FAQ EN]]
=Video Tutorials=
The association Dolibarr has started making video tutorials on the basic functions of Dolibarr [[Video Tutorials]]

User documentation

2021-04-25T20:33:21Z

Rauldobrota: Begin romanian translation

[[es:Documentación_usuarios]]
[[fr:Documentation_utilisateur]]
[[de:Benutzerdokumentation]]
[[zh:用户手册]]
[[ro:Documentaţie utilizator]]


<seo metak="user, documentation, guide, doc, tutorial, usage, help" />
This page is the main index of documents relating to user documentation. For developer documentation, [[Developer documentation|see here]].

=Quick overview of Features=

*[[What Dolibarr Do|What Dolibarr is, What Dolibarr can do]]
*[[What Dolibarr can't do|What Dolibarr is not, What Dolibarr can't do]]

=Installation | Upgrade | Setup=

*[[Prerequisite|Prerequisites]]
*[[Installation - Upgrade]]
*[[First setup|Setup]]

=Administration=

*Migration: [[Mass_imports|Mass imports]] / [[ExportsEn|Exports]]
*[[Backups]] / [[Restores]]
*[[About_pages|About pages]]
*[[Upgrade]]
*[[Purge]]
*[[Audit]]
*[[Users_Sessions|Users Sessions]]
*[[Global_VAT_Update|Global VAT Update]]
*[[Module_Scheduled_jobs|Scheduled Jobs]]
*[[Direct_Printing_jobs|Direct Printing jobs]]
*[[Mass_barcode_init|Mass barcode init]]

=Usage (by modules / applications)=
Knowing how to use Dolibarr is knowing how to use its modules, menus, and features.
First, once the installation step is complete (see previous chapters), let's have a look at general information on usage:

*[[General information on usage]] (First steps).

Once general usage is understood, you can have a look at the documentation about all standard business modules. Choose the module you are interested in to see its documentation. Standard modules are modules available by default in all common installation. This is a list of main modules (also available on page [[:Category:List of Modules|List of Modules]]):
{{#dpl:
|category=List of Modules
|ordermethod=title
|order=ascending
|format = <ul type="disc">,<li>[[%PAGE%]],</li>,</ul>
|columns=3
|rowcolformat=width=100%
}}

External modules are modules you can get on other sources than official sources. They are provided by third parties. Most of them can be found in the marketplace https://www.dolistore.com. List of external modules is defined on the page [[:Category:Complementary modules|Complementary modules]].

=Glossary=
See page [[Glossary]]

=FAQ=
All FAQ are available through the index page [[:Category:FAQ EN|FAQ EN]]

=Video Tutorials=
The association Dolibarr has started making video tutorials on the basic functions of Dolibarr [[Video Tutorials]]

[[Category:Proofreading done]]

What Dolibarr Does

2021-04-16T16:00:34Z

Rauldobrota:

[[fr:Ce_que_fait_Dolibarr]]
[[es:Lo_que_hace_Dolibarr]]
[[zh:Dolibarr是什么？]]
[[de:Was_macht_Dolibarr]]


{{TemplateDocUser}}
[[Category:FAQ RO]]

'''Dolibarr ERP & CRM''' este un pachet software open-source și gratuit pentru gestionarea companiilor, a profesioniștilor independenți sau a fundațiilor. Putem spune că Dolibarr este un ERP sau CRM (sau ambele în funcție de modulele activate).

It's an OpenSource project built by the addition of modules (you only enable the features you need), on a WAMP, MAMP or LAMP server (Apache, Mysql, PHP for all Operating Systems). Dolibarr was developed to try to offer an ERP and CRM suite with the main goal of simplicity:

*Simple to install
*Simple to use
*Simple to develop

Dolibarr is available to be installed as a Cloud or On Premise solution, with '''auto-installers for users with no technical knowledge''' to '''install Dolibarr and all its prerequisites (Apache, Mysql, PHP)''' with just one package. Those packages are :

*[[DoliWamp]], an auto-exe installer for Windows users.
*[[Dolibarr for Ubuntu or Debian|DoliDeb]], an auto installer for Linux Debian/Ubuntu users.
*[[Dolibarr for Redhat or Fedora (rpm package)|DoliRpm]], an auto installer for Linux RedHat/Fedora/OpenSuse/Mandriva/Mageia users.

All other OS and most Cloud solutions are also supported by the "generic" version.

This is a summary of main Dolibarr features...

=[[File:Art.png]] Main modules / features=

*Customers, Prospects or Suppliers directory
*Products and services catalog
*Bank accounts management
*Commercial actions management
*Orders management
*Commercial proposals management
*Contracts management
*Invoices management
*Payments management
*Direct debit and Credit transfer management
*Stock management
*Shipping management
*Manufacturing orders management (MRP)
*Expense report management
*Following social and fiscal tax payments
*Double entre accounting, general and auxiliary accounting
*Agenda with ical,vcal export for third tools integration
*EDM/DMS (Electronic Document Management / Document Management System)
*Foundations member management
*Leave requests for employees
*Mass emailing
*Realize surveys
*Point of Sale
*Donations management
*Reporting
*PDF Generation of all elements (invoices, proposals, orders, ...)
*Import and export tools (CSV or Excel)
*Bookmarks management
*Receive online payment with Paypal or Stripe
*LDAP connectivity

Note: It can also be extended with a lot of other external modules available from [https://www.dolistore.com DoliStore.com] (Skins, Google sync, AWStats, Bittorrent, Gravatar, ...).

=[[File:Art.png]] Miscellaneous=

*Multi-user, with several permission levels for each feature
*Multi-currency
*Multi-language
*Very user friendly and easy to use
*Highly customizable: Enable only the modules you need; fields can be personalized by the user; choose your skin; several menu managers (can be used by internal users as a back-office with a particular menu, or by external users as a front-office with another one).
*Open web service APIs (soap and rest)
*It is easy to understand, maintain and code and interfaces with your own system information (PHP with no heavy frameworks, trigger and hook architecture).

*Supports country specific requirements in regards to financial management:
**Spanish Tax RE and IRPF.
**French NPR VAT rate (VAT called "Non Perçue Récupérable" for DOM-TOM).
**Canadian double taxes (federal/province) and other countries using cumulative VAT.
**Tunisian tax stamp.
**Compatible with European directives (2006/112/CE ... 2010/45/UE) [http://europa.eu/legislation_summaries/taxation/l31057_en.htm]
**...

The following page describes features not provided (yet) by Dolibarr:
[[What Dolibarr can't do]]

=[[File:Art.png]] Prerequisites=

*Works with PHP {{PHPMinVersion}}, MySQL {{MySqlMinVersion}} or MariaDB {{MariaDBMinVersion}} or PostgreSQL {{PostgresMinVersion}}
*Installer for Windows, Debian/Ubuntu, Fedora/Redhat/OpenSuse or package for manual installation on any web server
*also compatible with all Cloud solutions that match PHP, MySQL/MariaDB or PostgreSQL prerequisites (for example on following Cloud suppliers: https://saas.dolibarr.org)

=[[File:Art.png]] Dolibarr Releases=

*A List of Dolibarr Releases has been defined on page : [[:Category:RoadMap]]
*and can be find in this table : [[Releases]]

[[Category:Proofreading done]]

What Dolibarr Does

2021-04-16T16:00:05Z

Rauldobrota: Translation to Romanian language

[[fr:Ce_que_fait_Dolibarr]]
[[es:Lo_que_hace_Dolibarr]]
[[zh:Dolibarr是什么？]]
[[de:Was_macht_Dolibarr]]


{{TemplateDocUser}}
[[Category:FAQ EN]]

'''Dolibarr ERP & CRM''' este un pachet software open-source și gratuit pentru gestionarea companiilor, a profesioniștilor independenți sau a fundațiilor. Putem spune că Dolibarr este un ERP sau CRM (sau ambele în funcție de modulele activate).

It's an OpenSource project built by the addition of modules (you only enable the features you need), on a WAMP, MAMP or LAMP server (Apache, Mysql, PHP for all Operating Systems). Dolibarr was developed to try to offer an ERP and CRM suite with the main goal of simplicity:

*Simple to install
*Simple to use
*Simple to develop

Dolibarr is available to be installed as a Cloud or On Premise solution, with '''auto-installers for users with no technical knowledge''' to '''install Dolibarr and all its prerequisites (Apache, Mysql, PHP)''' with just one package. Those packages are :

*[[DoliWamp]], an auto-exe installer for Windows users.
*[[Dolibarr for Ubuntu or Debian|DoliDeb]], an auto installer for Linux Debian/Ubuntu users.
*[[Dolibarr for Redhat or Fedora (rpm package)|DoliRpm]], an auto installer for Linux RedHat/Fedora/OpenSuse/Mandriva/Mageia users.

All other OS and most Cloud solutions are also supported by the "generic" version.

This is a summary of main Dolibarr features...

=[[File:Art.png]] Main modules / features=

*Customers, Prospects or Suppliers directory
*Products and services catalog
*Bank accounts management
*Commercial actions management
*Orders management
*Commercial proposals management
*Contracts management
*Invoices management
*Payments management
*Direct debit and Credit transfer management
*Stock management
*Shipping management
*Manufacturing orders management (MRP)
*Expense report management
*Following social and fiscal tax payments
*Double entre accounting, general and auxiliary accounting
*Agenda with ical,vcal export for third tools integration
*EDM/DMS (Electronic Document Management / Document Management System)
*Foundations member management
*Leave requests for employees
*Mass emailing
*Realize surveys
*Point of Sale
*Donations management
*Reporting
*PDF Generation of all elements (invoices, proposals, orders, ...)
*Import and export tools (CSV or Excel)
*Bookmarks management
*Receive online payment with Paypal or Stripe
*LDAP connectivity

Note: It can also be extended with a lot of other external modules available from [https://www.dolistore.com DoliStore.com] (Skins, Google sync, AWStats, Bittorrent, Gravatar, ...).

=[[File:Art.png]] Miscellaneous=

*Multi-user, with several permission levels for each feature
*Multi-currency
*Multi-language
*Very user friendly and easy to use
*Highly customizable: Enable only the modules you need; fields can be personalized by the user; choose your skin; several menu managers (can be used by internal users as a back-office with a particular menu, or by external users as a front-office with another one).
*Open web service APIs (soap and rest)
*It is easy to understand, maintain and code and interfaces with your own system information (PHP with no heavy frameworks, trigger and hook architecture).

*Supports country specific requirements in regards to financial management:
**Spanish Tax RE and IRPF.
**French NPR VAT rate (VAT called "Non Perçue Récupérable" for DOM-TOM).
**Canadian double taxes (federal/province) and other countries using cumulative VAT.
**Tunisian tax stamp.
**Compatible with European directives (2006/112/CE ... 2010/45/UE) [http://europa.eu/legislation_summaries/taxation/l31057_en.htm]
**...

The following page describes features not provided (yet) by Dolibarr:
[[What Dolibarr can't do]]

=[[File:Art.png]] Prerequisites=

*Works with PHP {{PHPMinVersion}}, MySQL {{MySqlMinVersion}} or MariaDB {{MariaDBMinVersion}} or PostgreSQL {{PostgresMinVersion}}
*Installer for Windows, Debian/Ubuntu, Fedora/Redhat/OpenSuse or package for manual installation on any web server
*also compatible with all Cloud solutions that match PHP, MySQL/MariaDB or PostgreSQL prerequisites (for example on following Cloud suppliers: https://saas.dolibarr.org)

=[[File:Art.png]] Dolibarr Releases=

*A List of Dolibarr Releases has been defined on page : [[:Category:RoadMap]]
*and can be find in this table : [[Releases]]

[[Category:Proofreading done]]