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== Human Resource Management (HR)==
== Human Resource Management (HR)==
{|style="margin-left: 20px; margin-right: auto; padding: 10px;"
{|style="margin-left: 20px; margin-right: auto;"
|<span class="fas fa-users" style=""></span>
| style="text-align:center;" |<span class="fas fa-users"></span>
|[[Module Users|Users & Groups]]
|[[Module Users|Users & Groups]]
|-
|-
|<span class="fas fa-user-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-user-alt"></span>
|[[Module Membership management|Members]]
|[[Module Membership management|Members]]
|-
|-
|<span class="fas fa-umbrella-beach" style=""></span>
| style="text-align:center;" |<span class="fas fa-umbrella-beach"></span>
|[[Module Leaves|Leave Request Management]]
|[[Module Leaves|Leave Request Management]]
|-
|-
|<span class="fas fa-wallet" style=""></span>
| style="text-align:center;" |<span class="fas fa-wallet"></span>
|[[Module Expense Reports|Expense Reports]]
|[[Module Expense Reports|Expense Reports]]
|-
|-
|<span class="fas fa-id-card-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-id-card-alt"></span>
|Recruitment  
|Recruitment  
|-
|-
|<span class="fas fa-user-tie" style=""></span>
| style="text-align:center;" |<span class="fas fa-user-tie"></span>
|[[Module HRM|HRM]]
|[[Module HRM|HRM]]
|}
|}


== Customer Relationship Management (CRM) ==
== Customer Relationship Management (CRM) ==
{|style="margin-left: 20px; margin-right: auto; padding: 10px;"
{|style="margin-left: 20px; margin-right: auto;"
|<span class="fas fa-building" style=""></span>
| style="text-align:center;" |<span class="fas fa-building"></span>
|[[Module Third Parties|Third Parties]]
|[[Module Third Parties|Third Parties]]
|-
|-
|<span class="fas fa-file-signature" style=""></span>
| style="text-align:center;" |<span class="fas fa-file-signature"></span>
|[[Module Commercial Proposals - Quotes|Proposals]]
|[[Module Commercial Proposals - Quotes|Proposals]]
|-
|-
|<span class="fas fa-file-invoice" style=""></span>
| style="text-align:center;" |<span class="fas fa-file-invoice"></span>
|[[Module Sales Orders|Sales Orders]]
|[[Module Sales Orders|Sales Orders]]
|-
|-
|<span class="fas fa-dolly" style=""></span>
| style="text-align:center;" |<span class="fas fa-dolly"></span>
|[[Module Shipments|Shipments]]
|[[Module Shipments|Shipments]]
|-
|-
|<span class="fas fa-suitcase" style=""></span>
| style="text-align:center;" |<span class="fas fa-suitcase"></span>
|[[Module Contracts|Contracts/Subscriptions]]
|[[Module Contracts|Contracts/Subscriptions]]
|-
|-
|<span class="fas fa-ambulance" style=""></span>
| style="text-align:center;" |<span class="fas fa-ambulance"></span>
|[[Module Interventions En|Interventions]]
|[[Module Interventions En|Interventions]]
|-
|-
|<span class="fas fa-ticket-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-ticket-alt"></span>
|[[Module Ticket|Tickets]]
|[[Module Ticket|Tickets]]
|-
|-
|<span class="fas fa-ticket-alt rotate90" style=""></span>
| style="text-align:center;" |<span class="fas fa-ticket-alt rotate90"></span>
|[[Module Knowledge Management|Knowledge Management System]]
|[[Module Knowledge Management|Knowledge Management System]]
|-
|-
|<span class="fas fa-handshake" style=""></span>
| style="text-align:center;" |<span class="fas fa-handshake"></span>
|Partnership Management (<span class="fas fa-exclamation-triangle" style="color:red;">In Development</span>)
|Partnership Management (<span class="fas fa-exclamation-triangle" style="color:red;">In Development</span>)
|}
|}


== Vendor Relationship Management (VRM) ==
== Vendor Relationship Management (VRM) ==
{|style="margin-left: 20px; margin-right: auto; padding: 10px;"
{|style="margin-left: 20px; margin-right: auto;"
|<span class="fas fa-building" style=""></span>
| style="text-align:center;" |<span class="fas fa-building"></span>
|[[Module Suppliers Orders|Vendors]]
|[[Module Suppliers Orders|Vendors]]
|-
|-
|<span class="fas fa-file-signature" style=""></span>
| style="text-align:center;" |<span class="fas fa-file-signature"></span>
|[[Module Purchase Orders|Vendor Commercial Proposals]]
|[[Module Purchase Orders|Vendor Commercial Proposals]]
|-
|-
|<span class="fas fa-dolly" style=""></span>
| style="text-align:center;" |<span class="fas fa-dolly"></span>
|Reception
|Reception
|-
|-
|<span class="fas fa-truck-loading" style=""></span>
| style="text-align:center;" |<span class="fas fa-truck-loading"></span>
|Incoterms
|Incoterms
|}
|}


== Financial Modules (Accounting/Treasury) ==
== Financial Modules (Accounting/Treasury) ==
{|style="margin-left: 20px; margin-right: auto; padding: 10px;"
{|style="margin-left: 20px; margin-right: auto;"
|<span class="fas fa-file-invoice-dollar" style=""></span>
| style="text-align:center;" |<span class="fas fa-file-invoice-dollar"></span>
|[[Module Invoice|Invoices]]
|[[Module Invoice|Invoices]]
|-
|-
|<span class="fas fa-file-invoice-dollar" style=""></span>
| style="text-align:center;" |<span class="fas fa-file-invoice-dollar"></span>
|[[Module Taxes and social contributions|Taxes & Special Expenses]]
|[[Module Taxes and social contributions|Taxes & Special Expenses]]
|-
|-
|<span class="fas fa-money-check-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-money-check-alt"></span>
|Salaries
|Salaries
|-
|-
|<span class="fas fa-money-bill-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-money-bill-alt"></span>
|Loans
|Loans
|-
|-
|<span class="fas fa-file-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-file-alt"></span>
|[[Module Donations|Donations]]
|[[Module Donations|Donations]]
|-
|-
|<span class="fas fa-university" style=""></span>
| style="text-align:center;" |<span class="fas fa-university"></span>
|[[Module Banks and Cash|Banks & Cash]]
|[[Module Banks and Cash|Banks & Cash]]
|-
|-
|<span class="fas fa-money-check-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-money-check-alt"></span>
|Payment By Credit Transfer
|Payment By Credit Transfer
|-
|-
|<span class="fas fa-money-check-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-money-check-alt"></span>
|Payment By Direct Debit
|Payment By Direct Debit
|-
|-
|<span class="fas fa-calculator" style=""></span>
| style="text-align:center;" |<span class="fas fa-calculator"></span>
|[[Module Margins|Margins]]
|[[Module Margins|Margins]]
|-
|-
|<span class="fas fa-search-dollar" style=""></span>
| style="text-align:center;" |<span class="fas fa-search-dollar"></span>
|[[Module Accountancy|Accounting (simplified)]]
|[[Module Accountancy|Accounting (simplified)]]
|-
|-
|<span class="fas fa-search-dollar" style=""></span>
| style="text-align:center;" |<span class="fas fa-search-dollar"></span>
|[[Module Double Entry Accounting|Accounting (double entry)]]
|[[Module Double Entry Accounting|Accounting (double entry)]]
|-
|-
|<span class="fas fa-globe-europe" style=""></span>
| style="text-align:center;" |<span class="fas fa-globe-europe"></span>
|Intracomm report (<span class="fas fa-exclamation-triangle" style="color:orange;">Experimental</span>)
|Intracomm report (<span class="fas fa-exclamation-triangle" style="color:orange;">Experimental</span>)
|-
|-
|<span class="fas fa-money-check-alt" style=""></span>
| style="text-align:center;" |<span class="fas fa-money-check-alt"></span>
|Asset (<span class="fas fa-exclamation-triangle" style="color:red;">In Development</span>)
|Asset (<span class="fas fa-exclamation-triangle" style="color:red;">In Development</span>)
|}
|}

Revision as of 14:44, 22 August 2022


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

Quick overview of Features

Installation | Upgrade | Setup

Documentation on how to use Dolibarr is provided in next chapters

Administration

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:

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 List of Modules) :

Human Resource Management (HR)

Users & Groups
Members
Leave Request Management
Expense Reports
Recruitment
HRM

Customer Relationship Management (CRM)

Third Parties
Proposals
Sales Orders
Shipments
Contracts/Subscriptions
Interventions
Tickets
Knowledge Management System
Partnership Management (In Development)

Vendor Relationship Management (VRM)

Vendors
Vendor Commercial Proposals
Reception
Incoterms

Financial Modules (Accounting/Treasury)

Invoices
Taxes & Special Expenses
Salaries
Loans
Donations
Banks & Cash
Payment By Credit Transfer
Payment By Direct Debit
Margins
Accounting (simplified)
Accounting (double entry)
Intracomm report (Experimental)
Asset (In Development)

Product Management (PM)

Projects/Collaborative work

Electronic Content Management (ECM)

Multi-modules tools

Websites and other frontal application

Interfaces with external systems

System

External Modules

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 Complementary modules.

Glossary

See page Glossary

FAQ

All FAQ are available through the index page FAQ EN

Video Tutorials

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

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