What Dolibarr Does: Difference between revisions

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[[Category:FAQ EN]]
[[Category:FAQ EN]]


'''Dolibarr ERP & CRM''' is an opensource and free software package to manage '''small or medium companies, freelancers or foundations'''. We can say Dolibarr is an ERP or CRM (or both depending on activated modules).  
'''Dolibarr ERP & CRM''' is a modular software (we only activate the functions that we want) of business management which adapts to the size of your company (SME, Large companies, Frelancers or associations).
 
It's an OpenSource project built by the addition of modules (you only enable the features you need), on a WAMP, MAMP or LAMP server (Apache, Mysql, PHP for all Operating Systems). Dolibarr was developed to try to offer an ERP and CRM suite with the main goal of simplicity:
 
*Simple to install
*Simple to use
*Simple to develop
*Simple to carnalize
 
Dolibarr is available to be installed as a Cloud or On Premise solution, with '''auto-installers for users with no technical knowledge''' to '''install Dolibarr and all its prerequisites (Apache, Mysql, PHP)''' with just one package. Those packages are<span> </span>:
 
*[[DoliWamp]], an auto-exe installer for Windows users.
*[[Dolibarr for Ubuntu or Debian|DoliDeb]], an auto installer for Linux Debian/Ubuntu users.
*[[Dolibarr for Redhat or Fedora (rpm package)|DoliRpm]], an auto installer for Linux RedHat/Fedora/OpenSuse/Mandriva/Mageia users.
 
All other OS and most Cloud solutions are also supported by the "generic" version.
 
A summary of Dolibarr's features are provided below in the following "Main modules / features" section
 
=[[File:Art.png]] Main modules / features=
 
*Customers, Prospects or Suppliers directory (CRM)
*Products and services catalog
*Bank accounts management
*Commercial actions management
*Orders management
*Commercial proposals management
*Contracts management
*Invoices management
*Project management (management of opportunities, organization of events, timesheets...)
*Payments management, online payment collect (via Paypal, Stripe, ...)
*Direct Debit and Credit Transfer management
*Stock, inventories and shipping management
*Manufacturing orders management (MRP)
*Following social and fiscal tax payments
*Double entre accounting, general and auxiliary accounting
*Agenda with ical,vcal export for third tools integration
*EDM/DMS (Electronic Document Management / Document Management System)
*Point of Sale for shops, bars or restaurants
*Foundations member management
*Expense reports
*Leave requests for employees
*Mass emailing
*Realize surveys
*Donations
*A lot of ready in-the-box Reporting
*PDF Generation of all managed objects (invoices, proposals, orders, shipments, stocks, ...)
*Import and export tools (CSV or Excel)
*LDAP connectivity
 
Note: Dolibarr's functionality may be extended with numerous external modules available from [https://www.dolistore.com DoliStore.com] (Skins, Google sync, Prestashop, AWStats, Gravatar, ...).


It's an OpenSource project built by modules addition (you enable only features you need), on a WAMP, MAMP or LAMP server (Apache, Mysql, PHP for all Operating Systems). Dolibarr was developed to try to offer an ERP and CRM software whose main goal is to be simple:
=[[File:Art.png]] Miscellaneous=
* Simple to install
* Simple to use
* Simple to develop


Note that Dolibarr is also available with '''auto-installers for users with no technical knowledges''' to '''install Dolibarr and all its prerequisites (Apache, Mysql, PHP)''' with just one package. Those packages are :
*Multi-user, with several permission levels for each feature
* [[DoliWamp]], an auto-exe installer for Windows users.
*Multi-currency
* [[DoliMamp]], an auto installer for Mac OS X users.
*Multi-language
* [[Dolibarr for Ubuntu or Debian|DoliDeb]], an auto installer for Linux Debian/Ubuntu users.
*Very user friendly and easy to use
* [[Dolibarr for Redhat or Fedora (rpm package)|DoliRpm]], an auto installer for Linux RedHat/Fedora/OpenSuse/Mandriva/Mageia users.
*Highly customizable: Enable only the modules you need; fields can be personalized by the user; choose your skin; several menu managers (can be used by internal users as a back-office with a particular menu, or by external users as a front-office with another one).
All other OS and most of Cloud solutions are also supported by the "generic" version.
*Open web service APIs (REST API)
*It is easy to understand, maintain and code and interfaces with your own system information (PHP with no heavy frameworks. Architecture with triggers and hooks for developers).


This is a summary of main Dolibarr features...


= [[File:Art.png]] Main modules =
*Supports country specific requirements in regards to financial management:
* Customers, Prospects or Suppliers directory
**Country specific taxation system (Spanish Tax RE and IRPF, French "Non Perçu Récupérable" VAT for DOM-TOME, TicketBAI from the Basque Country, Canadian double taxes (federal/province), Tunisian tax stamp, Indian GST, ...), French Loi finance - AntiFraud TVA [https://wiki.dolibarr.org/index.php?title=Loi_finances_2016_sur_les_logiciels_de_caisse_et_Certification_NF525_ou_LNE]
* Products and services catalog
**E-Invoices generation with ZATCA/ZAKAT bar code for Saudi Arabia, EPC QR code, ...
* Stock management
**Compatible with European directives (2006/112/CE ... 2010/45/UE) [http://europa.eu/legislation_summaries/taxation/l31057_en.htm]
* Bank accounts management
**Ready for Electronic Billing (FacturX, Peppol)
* Commercial actions management
**Support local payment information like "Structured communication" for Belgium, "RF payment reference" for Finland...
* Orders management
* Commercial proposals management
* Contracts management
* Invoices management
* Payments management
* Standing orders management
* Shipping management
* Expense report management
* Following social and fiscal tax payments
* Agenda with ical,vcal export for third tools integration
* EDM (Electronic Document Management)
* Foundations members management
* Leave requests for employees
* Mass emailing
* Realize surveys
* Point of Sale
* Donations management
* Reporting
* PDF Generation of all elements (invoices, proposals, orders, ...)
* Import and export tools (CSV or Excel)
* Bookmarks management
* LDAP connectivity
* Can be extended with a lot of other external modules available onto [http://www.dolistore.com DoliStore.com] (Skins, Google sync, AWStats, Bittorrent, Gravatar, ...).


= [[File:Art.png]] Miscellaneous =
* Multi-user, with several permissions levels for each feature.
* Very user friendly and easy to use.
* Highly customizable: Enable only modules you need, user personalized fields, choose your skin, several menu managers (can be used by internal users as a back-office with a particular menu, or by external users as a front-office with another one).
* Works with PHP {{PHPMinVersion}}, MySql {{MySqlMinVersion}} or PostgreSQL {{PostgresMinVersion}}.
* Installer for Windows, Debian/Ubuntu, Fedora/Redhat/OpenSuse or online Server. Also compatible with all Cloud solutions that match PHP, MySQL or PostgreSQL prerequisites (For exemple on following Cloud suppliers: saas.dolibarr.org).
* An easy to understand, maintain and code interfaces with your own system information (PHP with no heavy frameworks, trigger and hook architecture).
* Support countries specific features:
** Spanish Tax RE and IRPF.
** French NPR VAT rate (VAT called "Non Perçue Récupérable" for DOM-TOM).
** Canadian double taxes (federal/province) and other countries using cumulative VAT.
** Tunisian tax stamp. 
** Compatible with European directives (2006/112/CE ... 2010/45/UE) [http://europa.eu/legislation_summaries/taxation/l31057_en.htm]
** ...


The following page describes features not provided (yet) by Dolibarr:
The following page describes features not provided (yet) by Dolibarr:
[[What Dolibarr can't do]]
[[What Dolibarr can't do]]


= [[File:Art.png]] Dolibarr Releases =
=[[File:Art.png]] Prerequisites=
* List of Dolibarr Releases is defined on page [[:Category:RoadMap]]
 
*Works with PHP {{PHPMinVersion}}, MySQL {{MySqlMinVersion}} or MariaDB {{MariaDBMinVersion}} or PostgreSQL {{PostgresMinVersion}}
*Compatible with all OS ({{OSMinVersion}}) and all browsers ({{BrowserMinVesion}})
*Installer for Windows, Debian/Ubuntu, Fedora/Redhat/OpenSuse or package for manual installation on any web server
*also compatible with all Cloud solutions that match PHP, MySQL/MariaDB or PostgreSQL prerequisites (for example on following Cloud suppliers: https://saas.dolibarr.org)
 
=[[File:Art.png]] Dolibarr Releases=
 
*A List of Dolibarr major releases has been defined on page<span> </span>: [[:Category:RoadMap|RoadMap]]
*For a full list, including minor releases, see this table<span> </span>: [[Releases]]
 
[[Category:Proofreading done]]

Latest revision as of 16:41, 17 September 2026


Dolibarr ERP & CRM is a modular software (we only activate the functions that we want) of business management which adapts to the size of your company (SME, Large companies, Frelancers or associations).

It's an OpenSource project built by the addition of modules (you only enable the features you need), on a WAMP, MAMP or LAMP server (Apache, Mysql, PHP for all Operating Systems). Dolibarr was developed to try to offer an ERP and CRM suite with the main goal of simplicity:

  • Simple to install
  • Simple to use
  • Simple to develop
  • Simple to carnalize

Dolibarr is available to be installed as a Cloud or On Premise solution, with auto-installers for users with no technical knowledge to install Dolibarr and all its prerequisites (Apache, Mysql, PHP) with just one package. Those packages are :

  • DoliWamp, an auto-exe installer for Windows users.
  • DoliDeb, an auto installer for Linux Debian/Ubuntu users.
  • DoliRpm, an auto installer for Linux RedHat/Fedora/OpenSuse/Mandriva/Mageia users.

All other OS and most Cloud solutions are also supported by the "generic" version.

A summary of Dolibarr's features are provided below in the following "Main modules / features" section

Art.png Main modules / features

  • Customers, Prospects or Suppliers directory (CRM)
  • Products and services catalog
  • Bank accounts management
  • Commercial actions management
  • Orders management
  • Commercial proposals management
  • Contracts management
  • Invoices management
  • Project management (management of opportunities, organization of events, timesheets...)
  • Payments management, online payment collect (via Paypal, Stripe, ...)
  • Direct Debit and Credit Transfer management
  • Stock, inventories and shipping management
  • Manufacturing orders management (MRP)
  • Following social and fiscal tax payments
  • Double entre accounting, general and auxiliary accounting
  • Agenda with ical,vcal export for third tools integration
  • EDM/DMS (Electronic Document Management / Document Management System)
  • Point of Sale for shops, bars or restaurants
  • Foundations member management
  • Expense reports
  • Leave requests for employees
  • Mass emailing
  • Realize surveys
  • Donations
  • A lot of ready in-the-box Reporting
  • PDF Generation of all managed objects (invoices, proposals, orders, shipments, stocks, ...)
  • Import and export tools (CSV or Excel)
  • LDAP connectivity

Note: Dolibarr's functionality may be extended with numerous external modules available from DoliStore.com (Skins, Google sync, Prestashop, AWStats, Gravatar, ...).

Art.png Miscellaneous

  • Multi-user, with several permission levels for each feature
  • Multi-currency
  • Multi-language
  • Very user friendly and easy to use
  • Highly customizable: Enable only the modules you need; fields can be personalized by the user; choose your skin; several menu managers (can be used by internal users as a back-office with a particular menu, or by external users as a front-office with another one).
  • Open web service APIs (REST API)
  • It is easy to understand, maintain and code and interfaces with your own system information (PHP with no heavy frameworks. Architecture with triggers and hooks for developers).


  • Supports country specific requirements in regards to financial management:
    • Country specific taxation system (Spanish Tax RE and IRPF, French "Non Perçu Récupérable" VAT for DOM-TOME, TicketBAI from the Basque Country, Canadian double taxes (federal/province), Tunisian tax stamp, Indian GST, ...), French Loi finance - AntiFraud TVA [1]
    • E-Invoices generation with ZATCA/ZAKAT bar code for Saudi Arabia, EPC QR code, ...
    • Compatible with European directives (2006/112/CE ... 2010/45/UE) [2]
    • Ready for Electronic Billing (FacturX, Peppol)
    • Support local payment information like "Structured communication" for Belgium, "RF payment reference" for Finland...


The following page describes features not provided (yet) by Dolibarr: What Dolibarr can't do

Art.png Prerequisites

  • Works with PHP 7.1.0+, MySQL 5.7.7+ or MariaDB 10.3+ or PostgreSQL 9.1.0+
  • Compatible with all OS (Windows 7+, Ubuntu 14.04+, ...) and all browsers (IE 11+, Edge 12+, Firefox 20+, Opera 12.1+, Chrome 29+, Safari 9+, All browsers that support flex CSS)
  • Installer for Windows, Debian/Ubuntu, Fedora/Redhat/OpenSuse or package for manual installation on any web server
  • also compatible with all Cloud solutions that match PHP, MySQL/MariaDB or PostgreSQL prerequisites (for example on following Cloud suppliers: https://saas.dolibarr.org)

Art.png Dolibarr Releases

  • A List of Dolibarr major releases has been defined on page : RoadMap
  • For a full list, including minor releases, see this table : Releases