DoliCatering — The Dolibarr cockpit for catering professionals

Inquiries and sales pipeline

• Record inquiries received by phone, email, referral or public form.
• New, Qualified, Quote sent, Won and Lost pipeline stages.
• Drag-and-drop movement through a dedicated handle.
• Mandatory loss reason when moving to Lost.
• Searchable native third party and dynamically loaded contacts.
• Explicit action to reuse the customer address as the event venue.
• Internal owner and follow-up shortcuts for tomorrow, three days or one week.
• Duplicate-free synchronization with the native Dolibarr Agenda.
• Controlled conversion into a customer, contact and catering event.

Event record and catering offer

• Customer, contact, dates, times, venue, event type and service style.
• Adult, child, staff and guaranteed guest counts with deadline.
• Menu, Product, Service, Equipment, Transport and Other lines.
• Active Dolibarr products and services with native links preserved.
• Event-specific quantity, price and VAT adjustments.
• Custom lines using the native Dolibarr WYSIWYG editor.
• DoliRecette recipes entered by portion count when available.
• Controlled duplication, reusable templates and recurring events.

Proposal, order, invoicing and margin

• Native Dolibarr customer proposal generated from event service lines.
• Event revision without deleting previous proposal history.
• Native order creation or linking after acceptance.
• Deposit invoice generated through the Dolibarr payment-term engine.
• Balance invoicing opened in the native Dolibarr screen.
• Consolidated proposed, ordered, invoiced and paid amounts.
• Supplier and production cost visibility with an event margin indicator.

Private customer portal

• Private invitation with expiry, revocation and regeneration.
• Shared brief, proposal and conversation review.
• Information approval or change request.
• Timestamped customer and internal messages.
• Internal replies identified by the signed-in Dolibarr user.
• Native Dolibarr email notifications and scheduled reminders.
• Native signature and payment links when configured.

Important: a portal approval does not silently sign the proposal. Validation, signature, order creation and deposit invoicing remain explicit native Dolibarr operations.

Menus and culinary run sheet

• Service sequences with time, duration, owner and execution progress.
• Existing event recipes and service lines attached to sequences.
• Specific guest groups such as children, vegetarians, VIPs or technical staff.
• Dietary requirements, allergens, affected guest counts and kitchen instructions.
• Guaranteed-count impact preview before portion recalculation.
• Timed run sheet for the event-day briefing.

Production, team and readiness

• Consolidated ingredient requirements compared with native Dolibarr stock.
• Duplicate-free creation of missing DoliRecette fabrication orders.
• Native Dolibarr project creation or linking.
• Project tasks, assignees and appointments shown in the event context.
• Calculated checklist covering proposal, menu, timing, guests, production, team, packing and approved function sheet.
• Direct action opening the screen required to complete each missing check.

Packing, returns and function sheet

• Free items or native Dolibarr product/service references.
• Planned, actually loaded and returned quantities.
• Repeatable duplicate-free generation from event lines.
• No automatic stock movement or parallel inventory.
• Previewable function sheet with numbered frozen and approvable revisions.

Operational documents

• Event sheet.
• Kitchen production sheet.
• Consolidated ingredient list.
• Timed event run sheet.
• Catering function sheet or BEO.
• Loading and returns sheet.
• Financial summary.

Integrations and requirements

The Third Parties module is required. Products/Services, Customer Proposals, Projects, Agenda, Orders, Invoices, Suppliers, Stock and DoliRecette are used when enabled.

• Dolibarr 21.0 to 23.0.
• PHP 8.1 or later.
• French and English.
• Granular permissions and multi-company isolation.
• Responsive interface.
• No telemetry, CDN or data transfer to the publisher.

Installation and support

Upload module_dolicatering-2.9.0.zip through the Dolibarr external module manager, enable DoliCatering and grant permissions to the relevant internal groups.

Complete documentation is included: installation, user guide, functional reference, administration, FAQ and demonstration scenario.