User documentation: Difference between revisions

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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]]) :

|'''[[Module Users|Users & Groups]]''' : Users / Employees and Groups management

|'''[[Module Membership management|Members]]''' : Foundation members management

|'''[[Module Leaves|Leave Request Management]]''' : Define and track employee leave requests

|'''[[Module Expense Reports|Expense Reports]]''' : Manage expense reports claims (transportation, meal, ...)

|'''Recruitment ''' : Manage and follow recruitment campaigns for new job positions

|'''[[Module HRM|HRM]]''' : Human resources management (management of department, employee contracts and feelings)

|'''[[Module Third Parties|Third Parties]]''' : Companies and contacts management (customers, prospects...)

|'''[[Module Commercial Proposals - Quotes|Proposals]]''' : Commercial proposal management

|'''[[Module Sales Orders|Sales Orders]]''' : Sales order management

|'''[[Module Shipments|Shipments]]''' : Shipments and delivery note management

|'''[[Module Contracts|Contracts/Subscriptions]]''' : Management of contracts (services or recurring subscriptions)

|'''[[Module Interventions En|Interventions]]''' : Intervention management

|'''[[Module Ticket|Tickets]]''' : Ticket system for issue or request management

|'''[[Module Knowledge Management|Knowledge Management System]]''' : Manage a Knowledge Management (KM) or Help-Desk base

|'''Partnership Management''' : Module Partnership management

|'''[[Module Suppliers Orders|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

|'''[[Module Invoice|Invoices]]''' : Management of invoices and credit notes for customers. Management of invoices and credit notes for suppliers

|'''[[Module Taxes and social contributions|Taxes & Special Expenses]]''' : Management of other expenses (sales taxes, social or fiscal taxes, dividends, ...)

|'''Salaries''' : Record and track employee payments

|'''Loans''' : Management of loans

|'''[[Module Donations|Donations]]''' : Donation management

|'''[[Module Banks and Cash|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.

|'''[[Module Standing Orders|Payment By Direct Debit]]''' : Management of Direct Debit orders. It includes generation of SEPA file for European countries.

|'''[[Module Margins|Margins]]''' : Module to follow margins

|'''[[Module Accounting Simplified|Accounting (simplified)]]''' : Simple accounting reports (journals, turnover) based on database content. Does not use any ledger table.

|'''[[Module Double Entry Accounting|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) (<span class="fas fa-question-circle" style="color:orange;"></span><span style="color:orange;">Experimental</span>)

|'''Asset''' : Asset module (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>)

|'''[[Module Products|Products]]''' : Management of Products

|'''[[Module Services En|Services]]''' : Management of Services

|'''[[Module Stocks En|Stocks]]''' : Stock management

|'''[[Module Lot / Serial|Product Lots]]''' : Lots, serial numbers, eat-by/sell-by date management for products

|'''Product Variants''' : Creation of product variants (color, size etc.)

|'''[[Module BOM|Bills of Material]]''' : Module to define your Bills Of Materials (BOM). Can be used for Manufacturing Resource Planning by the module Manufacturing Orders (MO)

|'''[[Module Manufacturing Orders|Manufacturing Orders]]''' : Module to Manage Manufacturing Orders (MO)

|'''[[Module Dynamic Prices|Dynamic Prices]]''' : Use maths expressions for auto-generation of prices (<span class="fas fa-question-circle" style="color:orange;"></span><span style="color:orange;">Experimental</span>)

|'''[[Module Workstation|Workstation]]''' : Workstations management

|'''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>)

|'''[[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 Agenda En|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.

|'''[[Module Resources|Resources]]''' : Manage resources (printers, cars, rooms, ...) for allocating to events

|'''[[Module Event Organization|Event Organization]]''' : Event Organization through Module Project

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

|'''[[Module Categories|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

|'''[[Module Bookmarks|Bookmarks & Shortcuts]]''' : Create shortcuts, always accessible, to the internal or external pages to which you frequently access

|'''[[Module Barcode|Barcodes]]''' : Barcode or QR code management

|'''[[Module Workflow En|Inter-modules Workflow]]''' : Workflow management between different modules (automatic creation of object and/or automatic status change)

|'''[[Module Imports En|Data imports]]''' : Tool to import data into Dolibarr (with assistance)

|'''[[Module Exports En|Data exports]]''' : Tool to export Dolibarr data (with assistance)

|'''Stickers''' : Management of stickers (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>)

|'''Data Privacy Policy''' : Module to manage Data Privacy (Conformity with the GDPR) (<span class="fas fa-question-circle" style="color:orange;"></span><span style="color:orange;">Experimental</span>)

|'''[[Module ModuleBuilder|Module and Application Builder]]''' : A RAD (Rapid Application Development) tool to help developers to build their own module.

|'''[[Module AI Functionalities]]''' : Tool to generate email template,audio, images... by choosing service AI (Chatgpt,Grok..)(<span style="color:orange;">Experimental</span>)

|'''Poll, Survey or Vote''' : Create online polls, surveys or votes (like Doodle, Studs, RDVz etc...)

|'''[[Module Website|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... (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>)

|'''[[Module Point of sale (TakePOS)|POS TakePOS]]''' : Point of Sale module TakePOS (touchscreen POS, for shops, bars or restaurants).

|'''Social Networks''' : Enable Social Networks fields into third parties and addresses (skype, twitter, facebook, ...).

|'''[[Module Notification|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

|'''[[Module EMailing|Mass Emailings]]''' : Manage bulk emailing

|'''[[Module EMail Collector|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).

|'''[[Module Web Services API REST (developer)|API/Web services (REST server)]]''' : Enable the Dolibarr REST server providing API services

|'''[[Module Web Services API SOAP|API/Web services (SOAP server)]]''' : Enable the Dolibarr SOAP server providing API services (<span class="fas fa-question-circle" style="color:orange;"></span><span style="color:orange;">Deprecated</span>)

|'''[[Module Webhook|Web hooks]]''' : Enable the Dolibarr web hooks (Can be used to push data/requests to external servers)

|'''[[Module Zapier|Zapier]]''' : Interface with Zapier (<span class="fas fa-exclamation-triangle" style="color:red;"></span><span style="color:red;">In Development</span>)

|'''[[Module LDAP En|LDAP]]''' : LDAP directory synchronization

|'''[[Module OAuth|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.

|'''[[Module FTP En|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...)

|'''[[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...)

|'''[[Module Stripe|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...)

|'''[[Module ClickToDial En|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

|'''[[Module DAV|Dav]]''' : Setup a WebDAV server

|'''[[Module Webhook|Webhook]]''' : Interface to catch dolibarr triggers and send it to an URL

|'''[[Module Scheduled jobs|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.

|'''[[Module Unalterable Archives - Logs|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.