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French Dolibarr book for independent consultants and service companies - 3rd Edition

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This book is aimed at service companies executives or independent consultants. It shows them how to take full advantage of Dolibarr to better organize their business. Warning: this book is in French.

  • Author Editions D-BookeR
  • Module version 11
  • Release date 05/28/2020
  • Compatibility Dolibarr V11 - V12
  • Last update 10/09/2025 02:26 PM

More info...

logo D-BookeR

 

Bien gérer son entreprise avec Dolibarr

Sociétés de services et consultants 3e édition
Publisher/License : Éditions D-Booker
Author : Romain Deschamps

Format :

PDF (Also available as printed book, and and other digital format on the publisher's website.)
Pages : 524

Language :

  French

Book version :

 3.0

Dolibarr version :

 11.0.x à 12.0.x

Help/Support :

 Mail to contact at d-booker dot net

Excerpts
➽ Sommaire détaillé
➽ Introduction
➽ Chap. 1 : Identification de l'entreprise
➽ Chap. 2 : Activation des modules
➽ Début du chap. 11 : E-mailing avancé (Mailchimp)
➽ Début du chap. 18 : Factures clients
➽ Début du chap. 23 : Coûts et temps passés sur un projet
➽ Début du chap. 34 : Comptabilité en partie double
➽ Début du chap. 41 : Personnalisation des contenus et formulaires

 

Content

Préliminaires et configuration
1. Identification de votre entreprise
2. Activation des modules
3. Options de sécurité
4. Paramétrer l'envoi des e-mails
5. Sauvegarde
6. Utilisateurs et groupes
7. Compte bancaire
8. Processus commerciaux avec Dolibarr


Gestion de la relation client
9. Tiers et contacts
10. Suivi des prospects et clients
11. E-mailing avancé (MailChimp)
12. Agenda
13. Synchronisation des agendas et contacts

Gestion des ventes
14. Services
15. Devis
16. Fonctionnalités complémentaires des documents commerciaux
17. Commandes clients
18. Facturation clients
19. Règlement des factures

Gestion d'activité
20. Interventions
21. Rapport et facturation d'intervention
22. Projets 23. Coûts et temps passé sur un projet
24. Contrats/Abonnements
25. Suivi et renouvellement de périodes de contrat
26. Gestion de tickets/incidents techniques

Gestion de l'entreprise
27. Reporting et suivi d'activité
28. Achats et factures fournisseurs
29. Marges
30. Salaires, charges sociales et TVA
31. Notes de frais
32. Congés
33. Trésorerie
34. Comptabilité en partie double

Pour aller plus loin
35. Gestion électronique des documents et fichiers joints (GED) 36. Import de données
37. Export de données
38. Personnalisation de l'interface 39. Personnalisation des documents PDF
40. Structuration des documents commerciaux
41. Personnalisation des contenus et formulaires de données
42. Vers une personnalisation métier

Annexes
Installation de Dolibarr ERP/CRM
Installation et mise à jour de modules additionnels

The book is organized in relatively independent modules, so you can acquire only the part you need as e-book (see publisher's website).

 

SEE ALSO...

Dolibarr book for for companies that produce or market goods

This book is aimed at artisans, merchants, manufacturers, all kinds of companies which deal with physical goods. It shows them how to take full advantage of Dolibarr to better organize their business. Warning: this book is in French.

PostgreSQL - Architecture and advanced notions

A comprehensive book about the internal workings of PostgreSQL, to help you better administer, configure, and monitor it. Warning: this book is in French.



If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org