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Step-by-step guide in English to run a service company with Dolibarr™ 24: quotes and online signature, contracts, interventions, tickets, projects, time entry and time-based invoicing, WebPortal customer portal, resources, BookCal appointments, e-invoicing and accounting. Illustrated with screenshots, A4 PDF format.
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.
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Smart import of lines between commercial documents (invoices, orders, quotes) with multi-criteria search, manual import and margin management.
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Search and import lines between invoices, orders and quotes in Dolibarr.
🔍 Multi-criteria search
A global search field simultaneously queries: document reference, customer reference, customer name, product, description, private/public notes and serial numbers*.
Each field can be enabled or disabled in the settings. Text-type extrafields are automatically detected.
📋 Inter-document import
From the sheet of a draft document, an "Import lines" button opens a search modal. Select the desired lines and import them with one click.
Purchase prices (HT), VAT, discounts and serial numbers are copied automatically.
✏️ Manual import
Two modes available:
The column separator and encoding (UTF-8, Latin-1, MacRoman) are automatically detected.
📊 8 supported columns
| # | Column | Required |
|---|---|---|
| 1 | Product ref. | No |
| 2 | Description | Yes (if no ref.) |
| 3 | Quantity | Yes |
| 4 | Unit Price HT | Yes |
| 5 | VAT% | No (default: product or 20%) |
| 6 | Type | No (default: product) |
| 7 | Discount% | No |
| 8 | Purchase Price HT | No (default: 0.00) |
✅ Import simulation
Before final import, a detailed preview displays the status of each line:
📖 Integrated documentation
Documentation tab in administration with HTML rendering and PDF download.
* Only if the SerialNumber module is installed
Compatible Dolibarr ≥ 16.0 — PHP ≥ 7.0