User documentation: Difference between revisions
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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-building"></span> | | style="text-align:center;" |<span class="fas fa-building"></span> | ||
|[[Module Third Parties|Third Parties]] | |'''[[Module Third Parties|Third Parties]]''' : Companies and contacts management (customers, prospects...) | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-file-signature"></span> | | style="text-align:center;" |<span class="fas fa-file-signature"></span> | ||
|[[Module Commercial Proposals - Quotes|Proposals]] | |'''[[Module Commercial Proposals - Quotes|Proposals]]''' : Commercial proposal management | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-file-invoice"></span> | | style="text-align:center;" |<span class="fas fa-file-invoice"></span> | ||
|[[Module Sales Orders|Sales Orders]] | |'''[[Module Sales Orders|Sales Orders]]''' : Sales order management | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-dolly"></span> | | style="text-align:center;" |<span class="fas fa-dolly"></span> | ||
|[[Module Shipments|Shipments]] | |'''[[Module Shipments|Shipments]]''' : Shipments and delivery note management | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-suitcase"></span> | | style="text-align:center;" |<span class="fas fa-suitcase"></span> | ||
|[[Module Contracts|Contracts/Subscriptions]] | |'''[[Module Contracts|Contracts/Subscriptions]]''' : Management of contracts (services or recurring subscriptions) | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-ambulance"></span> | | style="text-align:center;" |<span class="fas fa-ambulance"></span> | ||
|[[Module Interventions En|Interventions]] | |'''[[Module Interventions En|Interventions]]''' : Intervention management | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-ticket-alt"></span> | | style="text-align:center;" |<span class="fas fa-ticket-alt"></span> | ||
|[[Module Ticket|Tickets]] | |'''[[Module Ticket|Tickets]]''' : Ticket system for issue or request management | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-ticket-alt rotate90"></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]]''' : Manage a Knowledge Management (KM) or Help-Desk base | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-handshake"></span> | | style="text-align:center;" |<span class="fas fa-handshake"></span> | ||
|Partnership Management (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) | |'''Partnership Management''' (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) : Module Partnership management | ||
|} | |} | ||
Revision as of 07:58, 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 : Users / Employees and Groups management | |
| Members : Foundation members management | |
| Leave Request Management : Define and track employee leave requests | |
| Expense Reports : Manage expense reports claims (transportation, meal, ...) | |
| Recruitment : Manage and follow recruitment campaigns for new job positions | |
| HRM : Human resources management (management of department, employee contracts and feelings) |
Customer Relationship Management (CRM)
| Third Parties : Companies and contacts management (customers, prospects...) | |
| Proposals : Commercial proposal management | |
| Sales Orders : Sales order management | |
| Shipments : Shipments and delivery note management | |
| Contracts/Subscriptions : Management of contracts (services or recurring subscriptions) | |
| Interventions : Intervention management | |
| Tickets : Ticket system for issue or request management | |
| Knowledge Management System : Manage a Knowledge Management (KM) or Help-Desk base | |
| Partnership Management (In Development) : Module Partnership management |
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