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本页是与用户手册相关的文档的主要索引。有关开发者的文档，请参见此处。

功能的快速概述

• Dolibarr是什么，Dolibarr能做什么
• Dolibarr不是什么，Dolibarr不能做什么？

安装|升级|设置

• 前提/先决条件
• 安装 - 升级
• 设置

关于如何使用Dolibarr的文档将在下一章中提供

管理

• 迁移：大规模导入/导出 Mass imports / Exports
• Backups / Restores
• About pages
• Upgrade
• Purge
• Audit
• Users Sessions
• Global VAT Update
• Scheduled Jobs
• Direct Printing jobs
• Mass barcode init

相关视频： （法语配音，但字幕可用，并在此语言审查）

仪表板

相关视频： （法语配音，但字幕可用，并在此语言审查）

用法（按模块/应用程序）

学习如何使用Dolibarr就是学习如何使用它的模块、菜单和功能。

一旦安装步骤完成（参见前面的章节），首先让我们看看有关使用的常规方法：

• 常规用法 (第一步).

了解了常规用法之后，您就可以查看有关所有标准业务模块的文档。选择您感兴趣的模块以查看其文档。标准模块是所有常见安装中默认可用的模块。这是主要模块的列表（也可在模块列表页面上找到） ：

人力资源管理 (HR)

	用户 & 组 : 用户/员工和组管理
	会员 : 基金会会员管理
	休假申请管理 : 定义和跟踪员工休假申请
	费用报销 : 管理费用（交通、餐饮等）报销
	招聘 : 管理和跟踪新职位的招聘活动
	人事管理 : 资源管理（管理部门，员工合同和关怀）

客户关系管理 (CRM)

	第三方 : 公司和联系人管理（客户、潜在客户等）
	提案 : 商业提案/报价单管理
	销售订单 : 销售订单管理
	发货 : 发货和交货单管理
	合同/订阅 : 管理合同（服务或定期订阅）
	干预 : 干预管理
	服务工单 : 用于报告系统错误或新需求的服务工单系统
	知识库管理系统 : 管理知识库 (KM) 或 服务台基础
	伙伴关系管理 : 伙伴关系管理模块

供应商关系管理 (VRM)

	供应商 : 供应商和采购管理 (采购订单和供应商发票开票)
	供应商商业建议书 : 请求供应商商业建议书和价格
	收货 : 供应商收货管理 (创建接收文档)
	国际贸易术语解释通则 : 添加管理国际贸易术语解释通则的功能

Financial Modules (Accounting/Treasury)

	Invoices : Management of invoices and credit notes for customers. Management of invoices and credit notes for suppliers
	Taxes & Special Expenses : Management of other expenses (sales taxes, social or fiscal taxes, dividends, ...)
	Salaries : Record and track employee payments
	Loans : Management of loans
	Donations : Donation management
	Banks & Cash : Management of bank or cash accounts
	Payment By Credit Transfer : Management of payment of suppliers by Credit Transfer orders. It includes generation of SEPA file for European countries.
	Payment By Direct Debit : Management of Direct Debit orders. It includes generation of SEPA file for European countries.
	Margins : Module to follow margins
	Accounting (simplified) : Simple accounting reports (journals, turnover) based on database content. Does not use any ledger table.
	Accounting (double entry) : Accounting management (double entries, support General and Subsidiary Ledgers). Export the ledger in several other accounting software formats.
	Intracomm report : Intracomm report management (Support for French DEB/DES format) (Experimental)
	Asset : Asset module (In Development)

Product Management (PM)

	Products : Management of Products
	Services : Management of Services
	Stocks : Stock management
	Product Lots : Lots, serial numbers, eat-by/sell-by date management for products
	Product Variants : Creation of product variants (color, size etc.)
	Bills of Material : Module to define your Bills Of Materials (BOM). Can be used for Manufacturing Resource Planning by the module Manufacturing Orders (MO)
	Manufacturing Orders : Module to Manage Manufacturing Orders (MO)
	Dynamic Prices : Use maths expressions for auto-generation of prices (Experimental)
	Workstation : Workstations management (In Development)

Projects/Collaborative work

	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.
	Events/Agenda : Track events. Log automatic events for tracking purposes or record manual events or meetings. This is the principal module for good Customer or Vendor Relationship Management.
	Resources : Manage resources (printers, cars, rooms, ...) for allocating to events
	Event Organization : Event Organization through Module Project

Electronic Content Management (ECM)

DMS / ECM : Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents. Share them when you need.

Multi-modules tools

	Tags / Categories : Create tags/category (products, customers, suppliers, contacts or members)
	WYSIWYG Editor : Allow text fields to be edited/formatted using CKEditor (html)
	Multicurrency : Use alternative currencies in prices and documents
	RSS Feed : Add a RSS feed to Dolibarr pages
	Bookmarks & Shortcuts : Create shortcuts, always accessible, to the internal or external pages to which you frequently access
	Barcodes : Barcode or QR code management
	Inter-modules Workflow : Workflow management between different modules (automatic creation of object and/or automatic status change)
	Data imports : Tool to import data into Dolibarr (with assistance)
	Data exports : Tool to export Dolibarr data (with assistance)
	Stickers : Management of stickers (In Development)
	Document Generation: Mass email document generation (In Development)
	Data Privacy Policy : Module to manage Data Privacy (Conformity with the GDPR) (Experimental)
	Module and Application Builder : A RAD (Rapid Application Development) tool to help developers to build their own module.

Websites and other frontal application

	Poll, Survey or Vote : Create online polls, surveys or votes (like Doodle, Studs, RDVz etc...)
	Websites : Create websites (public) with a WYSIWYG editor. This is a webmaster or developer oriented CMS (it is better to know HTML and CSS language). Just setup your web server (Apache, Nginx, ...) to point to the dedicated Dolibarr directory to have it online on the internet with your own domain name.
	Collab : Enable the public collaboration features, like shared pad, shared online sheets, etc... (In Development)
	POS TakePOS : Point of Sale module TakePOS (touchscreen POS, for shops, bars or restaurants).

Interfaces with external systems

	Social Networks : Enable Social Networks fields into third parties and addresses (skype, twitter, facebook, ...).
	Notifications on business event : Send email notifications triggered by a business event: per user (setup defined on each user), per third-party contacts (setup defined on each third party) or by specific emails
	Mass Emailings : Manage bulk emailing
	Email collector : Add a scheduled job and a setup page to scan regularly email boxes (using IMAP protocol) and record emails received into your application, at the right place and/or create some records automatically (like leads).
	API/Web services (REST server) : Enable the Dolibarr REST server providing API services
	API/Web services (SOAP server) : Enable the Dolibarr SOAP server providing API services
	Call WebServices (SOAP client) : Enable the Dolibarr web services client (Can be used to push data/requests to external servers. Only Purchase orders are currently supported.) (Experimental)
	Zapier : Interface with Zapier (In Development)
	LDAP : LDAP directory synchronization
	OAuth : Enable OAuth authentication
	External Site : Add a link to an external website as a main menu icon. Website is shown in a frame under the top menu.
	FTP : FTP Client
	GeoIPMaxmind : GeoIP Maxmind conversions capabilities
	PayBox : Offer customers a PayBox online payment page (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...)
	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...)
	Stripe : Offer customers a Stripe online payment page (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...)
	ClickToDial : Integration of a ClickToDial system (Asterisk, ...)
	One click Printing : Enable One click Printing System
	Receipt printers : Setup of receipt printers
	Mailman and SPIP : Mailman or SPIP interface for member module
	Gravatar : Use online Gravatar service (www.gravatar.com) to show photo of users/members (found with their emails). Needs Internet access
	Dav : Setup a WebDAV server
	Webhook : Interface to catch dolibarr triggers and send it to an URL

System

	Scheduled jobs : Scheduled jobs management (alias cron or chrono table)
	Debug Logs : Logging facilities (file, syslog, ...). Such logs are for technical/debug purposes
	Debug Bar : A tool for developper adding a debug bar in your browser.
	Unalterable Archives : Enable an unalterable log of business events. Events are archived in real-time. The log is a read-only table of chained events that can be exported. This module may be mandatory for some countries.

System

Advanced Stock Transfer : Advanced management of Stock Transfer, with generation of transfer sheet (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.

词汇表

参见 词汇表

常见问题（FAQ）

所有常见问题都可以通过索引页面 FAQ EN 找到

视频教程

Dolibarr协会已经开始制作关于Dolibarr基本功能的视频教程 视频教程

傻瓜使用手册

傻瓜使用手册