Promotions

  • massaction

    This module offers new mass actions: batch download of PDF documents as a zip archive, batch adding of recipients to a mailing list, batch assignment of a salesperson to third parties.

    216.00 €
  • Advanced Professional Gantt Dolibarr

    Would you like to see your project evolve in an efficient and structured way? The Gantt Professional Advanced Module allows you to manage all your projects in one place, without the need to use Gantt Project. We believe that you can effectively manage your projects with the right tools in place, and the Gantt Professional Advanced Module is one of them.

    360.00 €  ( 720€ )

New products

  • Milestone/jalon 21.0

    This module allows you to associate/group of products/services to milestones and display the sub total. It is possible to add comment lines without details (including VAT, prices, etc. ..) in business proposals, sales orders and customer invoices.

    180.00 €
  • Shopify Integration

    Bidirectional synchronization between Dolibarr and Shopify for automated management of products, orders, and customers.

    240.00 €

This module or version is no more available. It may have been discontinued by the author or replaced by another module or version.

French Dolibarr book for independent consultants and service companies - 2nd 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 2.0
  • Release date 05/07/2018
  • Compatibility Dolibarr 5.0 - 10.0
  • Last update 01/02/2025 05:05 PM

More info

Book version: 2.0 (2nd Edition)
Publisher/Licence: Éditions D-BookeR
Author : Romain Deschamps
Language : French
Pages : 430 p.

Help/Support: Mail to contact at d-booker dot net


Prerequisites:

    Dolibarr min version: 5.0
    Dolibarr max version: 10.0


Format :

    The downloaded ebook is in PDF format.
    Another formats (print, HTML5, EPUB) are available on D-BookeR website.

Excerpts

   

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. Comptes bancaires
GESTION DE LA RELATION CLIENT :
8. Tiers et contacts
9. Suivi des prospects et clients
10. E-mailing avancé (MailChimp)
11. Agenda
12. Synchronisation des agendas et contacts
GESTION DES VENTES :
13. Services
14. Devis
15. Fonctionnalités complémentaires des documents commerciaux
16. Commandes clients
17. Factures clients
18. Règlements des factures
GESTION D’ACTIVITÉ :
19. Interventions
20. Rapport et facturation d’intervention
21. Projets
22. Coûts et temps passé sur un projet
23. Contrat/Abonnements
24. Suivi et renouvellement des périodes de contrat
25. Gestion de tickets/incidents techniques
GESTION DE L’ENTREPRISE :
26. Reporting et suivi d’activité
27. Achats et factures fournisseurs
28. Marges
29. Salaires, charges sociales et TVA
30. Notes de frais
31. Trésorerie
32. Comptabilité
POUR ALLER PLUS LOIN :
33. Gestion électronique des documents et fichiers joints (GED)
34. Export de données
35. Personnalisation de l’interface
36. Personnalisation des documents PDF
37. Structuration des documents commerciaux
38. Personnalisation des contenus et formulaires de données
39. Vers une personnalisation métier
ANNEXES :  
Installation et mise à jour de Dolibarr
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.