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Step-by-step guide, written in French, to run a commercial or industrial company with Dolibarr™ 24: sales and purchases, stock, warehouses and inventories, shipments and receptions, bills of materials and manufacturing, TakePOS point of sale, e-invoicing, accounting and bank. Illustrated with screenshots, A4 PDF format.
Modules and plugins area to add more features to Dolibarr ERP/CRM
Connect your myPOS account to Dolibarr using PandaERP: every payment received via a terminal or payment link is automatically synced with your ERP and linked to the correct invoice. No more manual data entry or reconciliation: your accounts receivable are updated in real time, and your payments are ready for closing.
A copy button at the end of the reference of your proposals, orders, invoices, projects, products… and on the third party card for the name, email, phone and customer code. One click, a tick: it's copied. Enabled object by object.
The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
Discover the Business Directory module! It allows you to search for a company within official registers—in France, Switzerland, or the United Kingdom—and create a prospect or primary contact without having to re-enter a single line of data.
Brief project displays an overview of the projects' details directly in the list view, letting users see and compare informations without needing to click through each project individually.
Pick a product on a quote, order or invoice: the last price and discount granted to that customer are shown, and applied in one click.
Make TakePOS look like a modern till: category tabs, large product grid, basket on the right, Charge button, trade themes or your logo colours.
Your delivery notes keep the labels and descriptions copied from the sales order: a corrected order or a renamed product no longer changes them. Texts editable on the draft delivery note, movable lines, carried over to the PDF and the invoice.
Lots in stock whose sell-by or eat-by date is near or past: home widget, list, daily email, and blocking of shipments with expired lots.
Mondial Relay Point Relais and Locker, PDF shipping label, tracking and cancellation from your Dolibarr shipments, with your Sendcloud account.
One single PDF delivery note for several shipments of the same customer, signed only once.
Each consignor's sales statement, commission and draft invoices, from your invoices and the POS.