User documentation

<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

• 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

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
	Expense Reports
	Recruitment
	HRM

Customer Relationship Management (CRM)

	Third Parties
	Proposals
	Sales Orders
	Shipments
	Contracts/Subscriptions
	Interventions
	Tickets
	Knowledge Management System
	Partnership Management (In Development)

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