18
edits
User documentation: Difference between revisions
m
→Interfaces with external systems: PayPal module doc
(Add videos (Not in the language of the page but it's better than nothing or it can help)) Tag: 2017 source edit |
m (→Interfaces with external systems: PayPal module doc) |
||
| Line 62: | Line 62: | ||
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 [[:Category:List of Modules|List of Modules]]) : | 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 [[:Category:List of Modules|List of Modules]]) : | ||
== Human Resource Management (HR)== | ==Human Resource Management (HR)== | ||
{|style="margin-left: 20px; margin-right: auto;" | {| style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-users"></span> | | style="text-align:center;" |<span class="fas fa-users"></span> | ||
|'''[[Module Users|Users & Groups]]''' : Users / Employees and Groups management | |'''[[Module Users|Users & Groups]]''' : Users / Employees and Groups management | ||
| Line 83: | Line 83: | ||
|} | |} | ||
== Customer Relationship Management (CRM) == | ==Customer Relationship Management (CRM)== | ||
{|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]]''' : Companies and contacts management (customers, prospects...) | |'''[[Module Third Parties|Third Parties]]''' : Companies and contacts management (customers, prospects...) | ||
| Line 113: | Line 113: | ||
|} | |} | ||
== Vendor Relationship Management (VRM) == | ==Vendor Relationship Management (VRM)== | ||
{|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 Suppliers Orders|Vendors]]''' : Vendors and purchase management (purchase orders and billing of supplier invoices) | |'''[[Module Suppliers Orders|Vendors]]''' : Vendors and purchase management (purchase orders and billing of supplier invoices) | ||
| Line 128: | Line 128: | ||
|} | |} | ||
== Financial Modules (Accounting/Treasury) == | ==Financial Modules (Accounting/Treasury)== | ||
{|style="margin-left: 20px; margin-right: auto;" | {| style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-file-invoice-dollar"></span> | | style="text-align:center;" |<span class="fas fa-file-invoice-dollar"></span> | ||
|'''[[Module Invoice|Invoices]]''' : Management of invoices and credit notes for customers. Management of invoices and credit notes for suppliers | |'''[[Module Invoice|Invoices]]''' : Management of invoices and credit notes for customers. Management of invoices and credit notes for suppliers | ||
| Line 170: | Line 170: | ||
|} | |} | ||
== Product Management (PM) == | ==Product Management (PM)== | ||
{|style="margin-left: 20px; margin-right: auto;" | {| style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-cube"></span> | | style="text-align:center;" |<span class="fas fa-cube"></span> | ||
|'''[[Module Products|Products]]''' : Management of Products | |'''[[Module Products|Products]]''' : Management of Products | ||
| Line 200: | Line 200: | ||
|} | |} | ||
== Projects/Collaborative work == | ==Projects/Collaborative work== | ||
{|style="margin-left: 20px; margin-right: auto;" | {| style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-project-diagram"></span> | | style="text-align:center;" |<span class="fas fa-project-diagram"></span> | ||
|'''[[Module Projects|Projects or Leads]]''' : Management of projects, leads/opportunities and/or tasks. You can also assign any element (invoice, order, proposal, intervention, ...) to a project and get a transversal view from the project view. | |'''[[Module Projects|Projects or Leads]]''' : Management of projects, leads/opportunities and/or tasks. You can also assign any element (invoice, order, proposal, intervention, ...) to a project and get a transversal view from the project view. | ||
| Line 215: | Line 215: | ||
|} | |} | ||
== Electronic Content Management (ECM) == | ==Electronic Content Management (ECM)== | ||
{|style="margin-left: 20px; margin-right: auto;" | {| style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-folder-open"></span> | | style="text-align:center;" |<span class="fas fa-folder-open"></span> | ||
|'''DMS / ECM''' : Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents. Share them when you need. | |'''DMS / ECM''' : Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents. Share them when you need. | ||
|} | |} | ||
== Multi-modules tools == | ==Multi-modules tools== | ||
{|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> | ||
|'''[[Module Categories|Tags / Categories]]''' : Create tags/category (products, customers, suppliers, contacts or members) | |'''[[Module Categories|Tags / Categories]]''' : Create tags/category (products, customers, suppliers, contacts or members) | ||
| Line 254: | Line 254: | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-at"></span> | | style="text-align:center;" |<span class="fas fa-at"></span> | ||
|'''Document Generation''': Mass email document generation (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) | |'''Document Generation''': Mass email document generation (<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-file"></span> | | style="text-align:center;" |<span class="fas fa-file"></span> | ||
| Line 263: | Line 263: | ||
|} | |} | ||
== Websites and other frontal application == | ==Websites and other frontal application== | ||
{|style="margin-left: 20px; margin-right: auto;" | {| style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-check-double"></span> | | style="text-align:center;" |<span class="fas fa-check-double"></span> | ||
|'''Poll, Survey or Vote''' : Create online polls, surveys or votes (like Doodle, Studs, RDVz etc...) | |'''Poll, Survey or Vote''' : Create online polls, surveys or votes (like Doodle, Studs, RDVz etc...) | ||
| Line 278: | Line 278: | ||
|} | |} | ||
== Interfaces with external systems == | ==Interfaces with external systems== | ||
{|style="margin-left: 20px; margin-right: auto;" | {| style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-share-alt"></span> | | style="text-align:center;" |<span class="fas fa-share-alt"></span> | ||
|'''Social Networks''' : Enable Social Networks fields into third parties and addresses (skype, twitter, facebook, ...). | |'''Social Networks''' : Enable Social Networks fields into third parties and addresses (skype, twitter, facebook, ...). | ||
| Line 294: | Line 294: | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
|'''[[Module Web Services API REST (developer)|API/Web services (REST server)]]''' : Enable the Dolibarr REST server providing API services | |'''[[Module Web Services API REST (developer)|API/Web services (REST server)]]''' : Enable the Dolibarr REST server providing API services | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas fa-cogs"></span> | | style="text-align:center;" |<span class="fas fa-cogs"></span> | ||
| Line 324: | Line 324: | ||
|- | |- | ||
| style="text-align:center;" |<span class="fas">[[File:Object paypal.png|frameless|32px]]</span> | | style="text-align:center;" |<span class="fas">[[File:Object paypal.png|frameless|32px]]</span> | ||
|'''Paypal''' : Offer customers a PayPal online payment page (PayPal account or credit/debit cards). This can be used to allow your customers to make ad-hoc payments or payments related to a specific Dolibarr object (invoice, order etc...) | |'''[[Module PayPal En|Paypal]]''' : Offer customers a PayPal online payment page (PayPal account or credit/debit cards). This can be used to allow your customers to make ad-hoc payments or payments related to a specific Dolibarr object (invoice, order etc...) | ||
|- | |- | ||
| style="text-align:center;" |<span class="fab fa-stripe-s"></span> | | style="text-align:center;" |<span class="fab fa-stripe-s"></span> | ||
| Line 351: | Line 351: | ||
|} | |} | ||
== System == | ==System== | ||
{|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> | ||
|'''[[Module Scheduled jobs|Scheduled jobs]]''' : Scheduled jobs management (alias cron or chrono table) | |'''[[Module Scheduled jobs|Scheduled jobs]]''' : Scheduled jobs management (alias cron or chrono table) | ||
| Line 366: | Line 366: | ||
|} | |} | ||
== System == | ==System== | ||
{|style="margin-left: 20px; margin-right: auto;" | {| style="margin-left: 20px; margin-right: auto;" | ||
| style="text-align:center;" |<span class="fas fa-box-open"></span> | | style="text-align:center;" |<span class="fas fa-box-open"></span> | ||
|'''Advanced Stock Transfer''' : Advanced management of Stock Transfer, with generation of transfer sheet (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) | |'''Advanced Stock Transfer''' : Advanced management of Stock Transfer, with generation of transfer sheet (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>) | ||
|} | |} | ||
== External Modules == | ==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 [[:Category:Complementary modules|Complementary 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 [[:Category:Complementary modules|Complementary modules]]. | ||