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First setup: Difference between revisions
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After completing the initial installation, you must configure parameters in Dolibarr to match your needs. | After completing the initial installation, you must configure parameters in Dolibarr to match your needs. | ||
=Company/ | =Company/Organization= | ||
The first mandatory step is to define your company/ | The first mandatory step is to define your company/organization information. For this, from home page, choose menu "'''Home->Setup->Company/Organization'''" and add the information for your company/organization. | ||
*'''Name:''' Name of your company/ | *'''Name:''' Name of your company/organization | ||
*[[File:Logo size.jpg|thumb]]'''Logo:''' Add here a logo of your company (.png, .jpg or .gif). It can accept any size but it is recommended to use a logo with 130 pixels height and up to 800 pixels width. Here is a little scheme on what will be the result on the PDF. The recommended format is png with NO transparent layer (Dolibarr uses FPDF that does not support this format). | *[[File:Logo size.jpg|thumb]]'''Logo:''' Add here a logo of your company (.png, .jpg or .gif). It can accept any size but it is recommended to use a logo with 130 pixels height and up to 800 pixels width. Here is a little scheme on what will be the result on the PDF. The recommended format is png with NO transparent layer (Dolibarr uses FPDF that does not support this format). | ||
*'''Logo (squared):''' Add here your squared logo (.png or .jpg) that will be used in the top right corner of the application | |||
*'''Fiscal Year:''' Define your starting month of yiscal Year | |||
*'''Country:''' Define your country: other options depend on this selection. | *'''Country:''' Define your country: other options depend on this selection. | ||
*'''VAT Management:''' Define how you manage | *'''Sales Tax (VAT) Management:''' Define how you manage Sales Tax (or not). | ||
*'''Second type of tax:''' Define if you would like to use second type of taxe (or not). | |||
*'''Third type of tax:''' Define if you would like to use third type of taxe (or not). | |||
=Modules= | =Modules= | ||
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To activate a module, go to page "'''Home->Setup->Modules'''" and click the button 'on/off' in the "Status" column to enable it. | To activate a module, go to page "'''Home->Setup->Modules'''" and click the button 'on/off' in the "Status" column to enable it. | ||
*The module is '''on''' if the 'on/off' button is like [[File:On off button on.png|alt='on/off' button in on position|thumb|'on/off' button in on position]] | |||
*The module is '''off''' if the 'on/off' button is like [[File:On off button off.png|alt='on/off' button in off position|thumb|'on/off' button in off position]] | |||
The list of standard modules is defined on page [[:Category:List of Modules|List of Modules]]. | The list of standard modules is defined on page [[:Category:List of Modules|List of Modules]]. | ||