Dolibarr ERP CRM Wiki

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First setup (view source)

Revision as of 17:01, 11 October 2024

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     Links below are automatically managed by PolyglotBot
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    You can edit links on the English source page : Configuração_inicial -->
 
[[fr:Premiers_paramétrages]]
 
[[fr:Premiers_paramétrages]]
 
[[de:Grundeinstellungen]]
 
[[de:Grundeinstellungen]]
 
[[es:Primeras_configuraciones]]
 
[[es:Primeras_configuraciones]]
 
[[zh:设置]]
 
[[zh:设置]]
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[[ja:JA_First_setup]]
 
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[[Category:Admin]]
   
[[Category:Admin_en]]
 
[[Category:Admin_en]]
 
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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.
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= Company/Foundation =
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=Company/Organization=
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The first mandatory step is to define your company/foundation information. For this, from home page, choose menu  "'''Home->Setup->Company/Foundation'''" and add the information for your company/foundation.
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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.
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* '''Name:''' Name of your company/foundation
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*'''Name:''' Name of your company/organization
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* '''Logo:''' Add here a logo of your company (.png, .jpg or .gif). There is no recommended size but the recommended format is png with NO transparent layer (Dolibarr uses FPDF that does not support this format).
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*[[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.
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* '''Country:''' Define your country: other options depend on this selection.
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*'''Logo (squared):''' Add here your squared logo (.png or .jpg) that will be used in the top right corner of the application
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* '''VAT Management:''' Define how you manage VAT (or not).
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*'''Fiscal Year:''' Define your starting month of yiscal Year
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*'''Country:''' Define your country: other options depend on this selection.
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= Modules =
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*'''Prof ID X:''' The fields Prof ID are used to store the professional IDs of a company. Each country requires its own professional ID. For example, for a company in France you may find a SIRET, SIREN, NAF, RCS and EORI number, and for a company in Argentia, you will find CUIT/CUIL, Ingresos Brutos, CIF Intra. Dolibarr is able to manage 6 Professional ID. The label of each of them is defined with the translation key ProfIdXCC (where X is 1 to 6 and XX the country code of the company, for example XX=FR). To add a new Professional ID, you can add a new translation from menu Home - Setup - Translation for the key ProfIdXCC. If you set the value of translation to "-", it means that the professional ID is hidden when using the application in the language of translation on every company that has the country code XX.
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*'''Sales Tax (VAT) Management:''' Define how you manage Sales Tax (or not).
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*'''Second type of tax:''' Define if you would like to use second type of taxe (or not).
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*'''Third type of tax:''' Define if you would like to use third type of taxe (or not).
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=Modules=
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[[File:List of modules en.png|alt=List of modules|thumb|List of modules]]
 
The activation of modules is the second mandatory step. Which 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 each module one by one. For example, to manage a company, you might activate at least modules Third party, Invoices, and Products, but probably many more.
 
The activation of modules is the second mandatory step. Which 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 each module one by one. For example, to manage a company, you might activate at least modules Third party, Invoices, and Products, but probably many more.
    
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.
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*The module is '''on''' if the 'on/off' button is like [[File:On off button on.png|alt='on/off' button in on position|'on/off' button in on position]]
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*The module is '''off''' if the 'on/off' button is like [[File:On off button off.png|alt='on/off' button in off position|'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]].
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Once a module has been activated, it may need further configuration (click on the setup icon that appears on the right of module line if a module needs its own setup). See [[:Category:List of Modules|documentation of module]] for more information.
 
Once a module has been activated, it may need further configuration (click on the setup icon that appears on the right of module line if a module needs its own setup). See [[:Category:List of Modules|documentation of module]] for more information.
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= Menus =
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Choose here which menu manager you want to use for internal and external users. The menu manager changes the labels, orders and organization of the left and top menus.
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See page [[Menus system]] for more information.
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= Display =
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Related videos:
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Modules:
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(vocal in french but subtitles are available and review in this language)
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<youtube width="200" height="120">qfYP-iKWd7U</youtube>
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Module settings:
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(vocal in french but subtitles are available and review in this language)
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<youtube width="200" height="120">toT0jfmMCoU</youtube>
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=Display=
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[[File:Display settings EN.png|alt=Display settings|thumb|Display settings]]
 
On this page, you can set the default language of application and the look and feel of screens. In a first use, you can keep everything with default values.
 
On this page, you can set the default language of application and the look and feel of screens. In a first use, you can keep everything with default values.
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==Language==
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In the language settings, you can set the Default Language. By default it is set to "Auto Detect" so the language will be set automatically to the one of the user (so the language of the web browser).
    
''Note:'' Activating multilanguage option will allow you to be able to set the preferred language of customers, to print their Invoice/Proposal/Order in their own language. Product translations will also be available.
 
''Note:'' Activating multilanguage option will allow you to be able to set the preferred language of customers, to print their Invoice/Proposal/Order in their own language. Product translations will also be available.
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= Other (Boxes, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...) =
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==Skin and colors==
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In Dolibarr you have two different pre-defined skins :
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* eldy [[File:Eldy Theme thumb.png]]
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* md [[File:Md theme thumb.png]]
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More skins can be downloaded on the dolistore [https://www.dolistore.com/4-skins]
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You can also personalize the skin color, and look in this setup.
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''Tip: To test the dark mode on a specific page without going on this page to switch the dark mode option, you can add the parameter &THEME_DARKMODEENABLED=2 to force the dark mode or &THEME_DARKMODEENABLED=0 to force the dark mode off.
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''
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==Miscellaneous==
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On this section, you have all the default values of features like, javascript functions, length of lists, first day of the week, etc.
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<br />
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You can also put a "Message of day" that will be displayed for all the users. In this message, you can use the [[Variable substitution system]]
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==Login page==
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On this section, you can customize the login page with a message and a background image. In this message, you can use the [[Variable substitution system]]
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<br />
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It is also possible to hide/show the "'''Need help or support'''" link on login page
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=Menus=
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[[File:Menu Setup.png|alt=Menu Setup|thumb|Menu Setup]]
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Choose here which menu manager you want to use for internal and external users and for computer or smartphone. The menu manager changes the labels, orders and organization of the left and top menus.
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See page [[Menus system]] for more information.
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==Menu handlers==
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The software comes with two different menu handler :
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* Eldy : It is the default menu, the menu entries are centralized and hard coded. You can add entries on this menu but not change the default menu entries.
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* Auguria : It is a database  menu manager. This menu can be fully customized to your needs.
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In the Menu handlers tab, you can choose the menu for internal and external users and for computer or smartphone.
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==Menu Editor==
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In this tab, you can customize each menu entry of '''auguria''' menu or the additional entries of '''eldy '''menu and create new entries
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==Miscellaneous==
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In this tab, you can choose the behavior of the unauthorized menu entry. By default, the unauthorized menu entry are in gray, but can be hidden.
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=Other (Widgets, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...)=
 
Other entries in Setup menu are advanced options. You can ignore them if you want.
 
Other entries in Setup menu are advanced options. You can ignore them if you want.
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* [[Setup Boxes]]
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* [[Setup Alerts]]
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* [[Setup Security]]
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* [[Setup Limits and accuracy]]
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* [[Setup PDF]]
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* [[Setup EMails]]
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* [[Setup SMS]]
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* [[Setup Dictionnary]]
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* [[Setup Other]]
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= Users =
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*[[Setup Translation]]
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*[[Setup Default values/filters/sorting]]
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*[[Setup Widgets]]
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*[[Setup Alerts]]
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*[[Setup Security]]
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*[[Setup Limits and accuracy]]
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*[[Setup PDF]]
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*[[Setup EMails]]
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*[[Setup SMS]]
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*[[Setup Dictionnary|Setup Dictionary]]
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*[[Setup Other]]
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=Users=
 
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 the 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.'''
 
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 the 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 newly 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]].
 
You can avoid these configuration steps for each newly 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]].
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=Related videos=
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Basic setup :
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(vocal in french but subtitles are available and review in this language)
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<youtube width="200" height="120">S5Rm9ixHNRA</youtube>
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Configuration options :
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(vocal in french but subtitles are available and review in this language)
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<youtube width="200" height="120">o5VOYomd_Ns</youtube>
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Visual setup : Darkmode :
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(vocal in french but subtitles are available and review in this language)
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<youtube width="200" height="120">cdhWVmTg54U</youtube>
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