Dolibarr ERP CRM Wiki

What Dolibarr Does: Difference between revisions

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


'''Dolibarr ERP & CRM''' este un pachet software open-source și gratuit pentru gestionarea companiilor, a profesioniștilor independenți sau a fundațiilor. Putem spune că Dolibarr este un ERP sau CRM (sau ambele în funcție de modulele activate).  
'''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:
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:
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*Simple to use
*Simple to use
*Simple to develop
*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 :
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.
*[[DoliWamp]], an auto-exe installer for Windows users.
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All other OS and most Cloud solutions are also supported by the "generic" version.
All other OS and most Cloud solutions are also supported by the "generic" version.


This is a summary of main Dolibarr features...
A summary of Dolibarr's features are provided below in the following "Main modules / features" section


=[[File:Art.png]] Main modules / features=
=[[File:Art.png]] Main modules / features=


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


Note: It can also be extended with a lot of other external modules available from [https://www.dolistore.com DoliStore.com] (Skins, Google sync, AWStats, Bittorrent, Gravatar, ...).
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, ...).


=[[File:Art.png]] Miscellaneous=
=[[File:Art.png]] Miscellaneous=
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*Very user friendly and easy to use
*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).
*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 (soap and rest)
*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, trigger and hook architecture).
*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:
*Supports country specific requirements in regards to financial management:
**Spanish Tax RE and IRPF.
**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]
**French NPR VAT rate (VAT called "Non Perçue Récupérable" for DOM-TOM).
**E-Invoices generation with ZATCA/ZAKAT bar code for Saudi Arabia, EPC QR code, ...
**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]
**Compatible with European directives (2006/112/CE ... 2010/45/UE) [http://europa.eu/legislation_summaries/taxation/l31057_en.htm]
**...
**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:
The following page describes features not provided (yet) by Dolibarr:
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*Works with PHP {{PHPMinVersion}}, MySQL {{MySqlMinVersion}} or MariaDB {{MariaDBMinVersion}} or PostgreSQL {{PostgresMinVersion}}
*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
*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)
*also compatible with all Cloud solutions that match PHP, MySQL/MariaDB or PostgreSQL prerequisites (for example on following Cloud suppliers: https://saas.dolibarr.org)
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=[[File:Art.png]] Dolibarr Releases=
=[[File:Art.png]] Dolibarr Releases=


*A List of Dolibarr Releases has been defined on page : [[:Category:RoadMap]]
*A List of Dolibarr major releases has been defined on page<span> </span>: [[:Category:RoadMap|RoadMap]]
*and can be find in this table : [[Releases]]  
*For a full list, including minor releases, see this table<span> </span>: [[Releases]]  


[[Category:Proofreading done]]
[[Category:Proofreading done]]

Latest revision as of 16:41, 17 September 2026


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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
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