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 : 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 (In Development) : 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 (Experimental) : Intracomm report management (Support for French DEB/DES format)
	Asset (In Development) : Asset module

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