User documentation

This page is the main index of documents relating to user documentation. For developer documentation, see here.

Quick overview of Features

• What Dolibarr is, What Dolibarr can do
• What Dolibarr is not, What Dolibarr can't do

Installation | Upgrade | Setup

• Prerequisites
• 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

Related videos: (vocal in french but subtitles are available and review in this language)

Dashboard

Related videos: (vocal in french but subtitles are available and review in this language)

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 : Module Partnership management

Vendor Relationship Management (VRM)

	Vendors : Vendors and purchase management (purchase orders and billing of supplier invoices)
	Vendor Commercial Proposals : Request vendor commercial proposal and prices
	Reception : Vendor reception management (Create reception documents)
	Incoterms : Add features to manage Incoterms

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)
	Advanced Stock Transfer : Advanced management of Stock Transfer, with generation of transfer sheet (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 online 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)
	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.
	Module AI Functionalities : tool for generating email, text and images...}	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 (Deprecated) Web hooks : Enable the Dolibarr web hooks (Can be used to push data/requests to external servers) 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. 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