Applikation starten

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).

Nach dem Starten sehen Sie die Login-Seite mit zwei Eingabefeldern:

Anmeldung: Geben Sie hier Ihren Benutzernamen ein.
Passwort: Geben Sie hier Ihr Passwort ein.

Klicken Sie dann auf Verbindung.

Sollten Sie das Passwort vergessen haben, klicken Sie auf Passwort: vergessen? und können
sich über ein dann erscheinendes Formular ein neues Passwort per E-Mail zusenden lassen.

Startseite

Wenn Sie eingeloggt sind, befinden Sie sich auf der Startseite.

Sie hat zwei Menüleisten (ein horizontales Topmenü und eine vertikale Seitenleiste).

Durch einen Klick auf Start (siehe beim roten Pfeil) kommen Sie jederzeit auf die Startseite zurück.

Weitere Informationen der Startseite befinden sich in der Seitenmitte:

Eine Box mit der Angabe des angemeldeten Benutzers und dem Datum seines letzten Logins.
Eine Box mit statistischen Angaben zu den aktivierten Modulen.
Eine Box zur Aufgabenübersicht (auf dem Bild nicht sichtbar). Und zum Wetter-Status.

Im unteren Teil der Startseite (ebenfalls auf dem Bild nicht sichtbar) finden sich weitere

Informationsboxen (diese Liste wird unter einem Menüpukt in der Seitenleiste erstellt: Einstellungen > Boxen).

Nutzung der Menüs

Jeder Menüpunkt im horizontalen Menü steht in Bezug zu einem Modul. 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 / Services:

Once a top menu has been selected a left menu appears with various tasks related to the activated module.

For example, menu you can see once top menu Products / Services has been selected:

Note that the organization of the menus depends on the choice of menu manager configured in Home->Setup->Menus.

Objekte

Objects are the generic terms to speak about records managed by the application. It can be for example: a customer, a supplier, an invoice, an order, a proposal, an agenda event, a user, ...

Each object is managed by a Dolibarr module. Depending on the module you enabled or not, some objects may or may not appear in the application. Dolibarr policy is to use a common way of working for each managed modules or objects. So, for each object, you will find a menu entry to Create (menu is called "New Object") and a menu entry to list all objects (menu is called "List"). Then clicking on an object found in a list, you can read all properties of the object arranged in several tabs. A button "Modify" is visible to the allowed user to edit the object.

For example, this is a view of left menu to manage third-parties, and card of a selected third-party (click to enlarge):

Also, each object may have different status to define where object is within the workflow. Status of object is always visible in the last column of list of objects.

Number of status will depends on object and options defined in the module setup dedicated to object management. Current definition and symbol/signage of status are (with default theme "eldy") :

Draft - Status when object is not yet validated (white color means "don't take care of me" yet)
Validated - Some actions are expected for object (that's why color is yellow).
Name of status will varies according to object. 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 or Active or Enabled- No particular action is expected for object, even if some event can still occurs (green color means everything is ok currently)
Canceled - No more action are expected on object. No specific event can occurs for this object (white color means "don't take care of me" and the cross means "anymore")
Error - There is a problem. This status means there is a critical problem to fix on object (red color means error)

Note that with other theme, meaning of status will not differ, but colors codification may be changed (for example a theme can decide good color for cancel theme is "orange" and not "white crossed".

Features

Each feature is provided by a module. All modules are documented in the module documentation. For a complete list of modules and their documentation, see the following pages:

The list of standard modules is defined in page Category:Liste_der_Module
The list of external modules (add-ons not provided by default) is set in the complementary modules page Category:Complementary_modules

Erste Schritte

Contents

Applikation starten

Startseite

Nutzung der Menüs

Objekte

Features