User documentation: Difference between revisions
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| style="text-align:center;" |<span class="fas fa-money-check-alt"></span> | | style="text-align:center;" |<span class="fas fa-money-check-alt"></span> | ||
|Payment By Direct Debit | |[[Module Standing Orders|Payment By Direct Debit]] | ||
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| style="text-align:center;" |<span class="fas fa-calculator"></span> | | style="text-align:center;" |<span class="fas fa-calculator"></span> | ||
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| style="text-align:center;" |<span class="fas fa-hand-holding-usd"></span> | | style="text-align:center;" |<span class="fas fa-hand-holding-usd"></span> | ||
|Dynamic Prices (<span class="fas fa-question-circle" style="color:orange;"></span><span style="color:orange;">Experimental</span>) | |[[Module Dynamic Prices|Dynamic Prices]] (<span class="fas fa-question-circle" style="color:orange;"></span><span style="color:orange;">Experimental</span>) | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-pallet"></span> | | style="text-align:center;" |<span class="fas fa-pallet"></span> | ||
|Workstation (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) | |[[Module Workstation|Workstation]] (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) | ||
|} | |} | ||
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{|style="margin-left: 20px; margin-right: auto;" | {|style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-tag"></span> | | style="text-align:center;" |<span class="fas fa-tag"></span> | ||
|Tags / Categories | |[[Module Categories|Tags / Categories]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-paragraph"></span> | | style="text-align:center;" |<span class="fas fa-paragraph"></span> | ||
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| style="text-align:center;" |<span class="fas fa-star"></span> | | style="text-align:center;" |<span class="fas fa-star"></span> | ||
|Bookmarks & Shortcuts | |[[Module Bookmarks|Bookmarks & Shortcuts]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-barcode"></span> | | style="text-align:center;" |<span class="fas fa-barcode"></span> | ||
|Barcodes | |[[Module Barcode|Barcodes]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
|Inter-modules Workflow | |[[Module Workflow En|Inter-modules Workflow]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
|Data imports | |[[Module Imports En|Data imports]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
|Data exports | |[[Module Exports En|Data exports]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-file"></span> | | style="text-align:center;" |<span class="fas fa-file"></span> | ||
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| style="text-align:center;" |<span class="fas fa-bug"></span> | | style="text-align:center;" |<span class="fas fa-bug"></span> | ||
|Module and Application Builder | |[[Module ModuleBuilder|Module and Application Builder]] | ||
|} | |} | ||
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| style="text-align:center;" |<span class="fas fa-at"></span> | | style="text-align:center;" |<span class="fas fa-at"></span> | ||
|Notifications on business event | |[[Module Notification|Notifications on business event]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-at"></span> | | style="text-align:center;" |<span class="fas fa-at"></span> | ||
|Mass Emailings | |[[Module EMailing|Mass Emailings]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-at"></span> | | style="text-align:center;" |<span class="fas fa-at"></span> | ||
|Email collector | |[[Module EMail Collector|Email collector]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
|API/Web services (REST server) | |[[Module Web Services API REST (developer)|API/Web services (REST server)]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
|API/Web services (SOAP server) | |[[Module Web Services API SOAP|API/Web services (SOAP server)]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
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| style="text-align:center;" |<span class="fas">[[File:Object zapier.png]]</span> | | style="text-align:center;" |<span class="fas">[[File:Object zapier.png]]</span> | ||
|Zapier (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) | |[[Module Zapier|Zapier]] (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
|LDAP | |[[Module LDAP En|LDAP]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
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| style="text-align:center;" |<span class="fas fa-folder"></span> | | style="text-align:center;" |<span class="fas fa-folder"></span> | ||
|FTP | |[[Module FTP En|FTP]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas">[[File:IP address icon.png|frameless|32px]]</span> | | style="text-align:center;" |<span class="fas">[[File:IP address icon.png|frameless|32px]]</span> | ||
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| style="text-align:center;" |<span class="fab fa-stripe-s"></span> | | style="text-align:center;" |<span class="fab fa-stripe-s"></span> | ||
|Stripe | |[[Module Stripe|Stripe]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-phone"></span> | | style="text-align:center;" |<span class="fas fa-phone"></span> | ||
|ClickToDial | |[[Module ClickToDial En|ClickToDial]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-print"></span> | | style="text-align:center;" |<span class="fas fa-print"></span> | ||
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| style="text-align:center;" |<span class="fas fa-file"></span> | | style="text-align:center;" |<span class="fas fa-file"></span> | ||
|Dav | |[[Module DAV|Dav]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-bullseye"></span> | | style="text-align:center;" |<span class="fas fa-bullseye"></span> | ||
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{|style="margin-left: 20px; margin-right: auto;" | {|style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-business-time"></span> | | style="text-align:center;" |<span class="fas fa-business-time"></span> | ||
|Scheduled jobs | |[[Module Scheduled jobs|Scheduled jobs]] | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-bug"></span> | | style="text-align:center;" |<span class="fas fa-bug"></span> | ||
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| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
|Unalterable Archives | |[[Module Unalterable Archives - Logs|Unalterable Archives]] | ||
|} | |} | ||
Revision as of 07:53, 23 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
- Migration: Mass imports / Exports
- Backups / Restores
- About pages
- Upgrade
- Purge
- Audit
- Users Sessions
- Global VAT Update
- Scheduled Jobs
- Direct Printing jobs
- 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 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)
| Products | |
| Services | |
| Stocks | |
| Product Lots | |
| Product Variants | |
| Bills of Material | |
| Manufacturing Orders | |
| Dynamic Prices (Experimental) | |
| Workstation (In Development) |
Projects/Collaborative work
| Projects or Leads | |
| Events/Agenda | |
| Resources | |
| Event Organization (Experimental) |
Electronic Content Management (ECM)
| DMS / ECM |
Multi-modules tools
| Tags / Categories | |
| WYSIWYG Editor | |
| Multicurrency | |
| RSS Feed | |
| Bookmarks & Shortcuts | |
| Barcodes | |
| Inter-modules Workflow | |
| Data imports | |
| Data exports | |
| Stickers (In Development) | |
| Document Generation (In Development) | |
| Data Privacy Policy (Experimental) | |
| Module and Application Builder |
Websites and other frontal application
| Poll, Survey or Vote | |
| Websites | |
| Collab (In Development) | |
| POS TakePOS |
Interfaces with external systems
| Social Networks | |
| Notifications on business event | |
| Mass Emailings | |
| Email collector | |
| API/Web services (REST server) | |
| API/Web services (SOAP server) | |
| Call WebServices (SOAP client) (Experimental) | |
|
Zapier (In Development) |
| LDAP | |
| Oauth | |
| External Site | |
| FTP | |
|
GeoIPMaxmind |
|
PayBox |
|
Paypal |
| Stripe | |
| ClickToDial | |
| One click Printing | |
| Receipt printers | |
| Mailman and SPIP | |
|
Gravatar |
| Dav | |
| Webhook (In Development) |
System
| Scheduled jobs | |
| Debug Logs | |
| Debug Bar | |
| Unalterable Archives |
System
| Advanced Stock Transfer (In Development) |
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