From Dolibarr Open Source ERP CRM Wiki
After Dolibarr installation, you must setup Dolibarr parameters to match your needs.
The first mandatory step is to define your company/foundation. For this, from home page, choose menu "Home->Setup->Company/Foundation" and edit informations for company or foundation you want to manage.
- Name: Name of your company or foundation
- Logo: Add here a logo of your company (.png, .jpg or .gif). There is no recommended size but the image but the recommended format is png with NO transparent layer (Dolibarr use FPDF that does not support this format).
- Pays (country): Don't forget to define your country because some other options depends on it.
- VAT: Also tell if you have to manage VAT or not.
Activation of modules is the second mandatory step. What modules you will activate depends on what you want to do with Dolibarr. In most cases, you may want to use all modules. You have to activate one by one each module you plan to use. For example, to manage a company, you might activate modules: Third party, Invoices and Products, but probably a lot of more modules.
To activate a module you want, go to page "Home->Setup->Modules" and click the button 'on/off' in the "Status" column to enable it.
List of standard modules is defined on page List of Modules.
If you are not sure of the meaning of a module, you can activate it one by one and see what new menu appears in Dolibarr (the horizontal bar, also, after activating a module, check that you grant to yourself permissions on new features that were enabled). You can activate or deactivate a module when you want.
Once a module has been activated, some of them may need a particular setup (click on the setup icon that appears on the right of module line if a module needs its own setup). See documentation of module for more informations.
Choose here which menu manager you want to use for internal and external users. The menu manager changes the labels, orders and organization of left and top menus. See page Menus system for more information.
On this page, you can define force language of application and the look and feel of screens. In a first use, you can keep everything with default values.
Note: Activating multilanguage option in this screen, you will be able to set prefered langauge of customer to print their Invocie/Propal/Order in their own language. Product translation will also be available
Other (Boxes, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...)
Other entries in Setup menu are advanced options. You can forget them if you want.
- Setup Boxes
- Setup Alerts
- Setup Security
- Setup Limits and accuracy
- Setup PDF
- Setup EMails
- Setup SMS
- Setup Dictionnary
- Setup Other
The last step is to create users and assign permissions. Almost all the modules, even activated earlier, are not accessible if you do not give permissions. To do this, you can go to the menu Home -> Users & Groups to define users and their rights. Attention, you should consider to check and reset the user rights when you enable a new module. The list of rights available depends on the activated modules (see above). It is recommended to configure permissions after activating the modules you want to use. For certain actions, if you do not have the rights to do an action, Dolibarr will not show you action. You might miss some useful or important features. To give rights to a user or yourself, if you are an administrator, go to Home -> Users & Groups, select the desired user, then click on its 'Permission' tab.
You can avoid these configuration steps for each new created user, by configuring the default rights (understand rights allocated automatically each time a new user created) by configuring the default permissions on the menu Setup Security.