General information on usage
Starting the application:
To begin, launch the application, either by clicking on the icon installed on your desktop by the installation package or by typing appropriate URL in your web browser (The URL can be of the form http://localhost/dolibarr/ for local installation but can be different in the case of a manual installation, in that case it will depend on the configuration of your Web server).
After launching application, you should see the login page with at least 2 fields:
Login:
login: the last step of the installation (eg admin) password: the last step of the installation (eg changeme)
Homepage
Once logged in, you see the home page. It contains menu bars (one horizontal bar and one vertical bar) and more informations in the center:
- A box reminding your login account and the date of last access.
- A box of statistics related to all activated modules.
- A box showing 'tasks' table (table containing informations of tasks to be done and tasks behind schedule). A weather sums it up.
- In the lower part, there may be other information boxes. The list depends upon boxes activated via the menu Home->Setup->Boxes.
Each menu in the horizontal bar is related to one module. When a module is activated its associated menu appears in the horizontal menu bar. The menu entry of a module does not appear in the menus until the module has been activated. To activate a module, see page First_setup.
To use a module, click the menu associated with the module, a menu appears in the vertical bar to perform various tasks related to that module.
For example, to list the products in stock (function provided by the Products and Stock modules, click on the menu / Products.
On the left you have the menu to perform various tasks related to the activated module Products and Stocks.
Note that the organization of the menus depends on the choice of menu manager configured in Home->Setup->Menus.
Elements
Dolibarr policy is to use a common way of working for each managed modules or elements. So, for each element, you will find a menu entry to Create (menu will be called "New Element") and a menu entry to list all elements (menu will be called "List"). Then when clicking on an element found into a list, you can read all properties of an Element dispatched into several tabs. A button "Modify" is visible by allowed user to edit element.
For example, this is a view of left menu to manage thirdparties and card of a selected thirdparty:
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Add screenshot of thirdarty
Also, each element may have different status to define where element is in workflow. Status of element is always visible into last column of list of elements. Number of status will depends on element and options defined into setup of module dedicated to element management. Current definition of status are used:
Draft - Status when object is not yet validated.
Validated - Some actions are expected for object (that's why color is yellow).
Name of status will varies according to element. It is a more advanced status than Validated, but object still need action to do on it (that's why color is artially yellow)
Processed - No more action are expected for object.
Canceled - No more action are expected on object.
Error - There is a problem. This status means there is a critical problem to fix on element.
Features
Different features are provided by different modules, they are documented in the module documentation. For a complete list of modules and their documentations, see the following pages:
- The list of standard modules is defined in page Category:List_of_Modules
- The list of add-ons is set in the Add-ons page Category:Complementary_modules