- Welcome to Dolibarr ERP / CRM.
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Data Conversions
Enhancements & Interfaces
Data Conversions
Enhancements & Interfaces
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Last post: Nov 11, 2025, 04:04 PM Services Information by admin
Dolibarr Dashboards
Dolibarr ERP / CRM dashboards are customizable central screens that provide a quick overview of key business data through visual widgets. Users can add, remove, and rearrange these widgets to display information like financial summaries, sales performance, stock levels, and recent activities, tailoring the dashboard to their specific roles and needs. By default, the home screen is a basic dashboard, but it can be powerfully customized without coding to improve workflows and decision-making.
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Last post: Nov 15, 2025, 10:25 AM Dolibarr BI by admin
Customers - Vendors - Prospects
The Third Parties module is a core component for managing all external entities a business interacts with, such as customers, prospects, and suppliers. It acts as a central hub for storing contact details, addresses, and payment information, and provides a history of all related transactions like orders and invoices.
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Last post: Oct 30, 2025, 12:25 PM Customers, Vendors & Pro... by admin
Opportunities
The Opportunities module is a CRM tool for tracking and managing sales leads, from initial interest to a closed deal. It allows users to define stages, track status (e.g., won/lost), and forecast potential revenue by combining the estimated turnover with a win probability. This module integrates with other Dolibarr features to streamline the sales process by allowing direct conversion of opportunities into quotes, orders, and invoices.
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Last post: Oct 30, 2025, 05:50 PM Leads & Opportunities by admin
Proposals
The Proposals module allows users to create, manage, and send commercial proposals (quotes) to clients. It includes features to add products or services, apply taxes and discounts, and convert a proposal into a PDF for sending via email. The module also enables users to track proposals through various statuses (draft, validated, accepted, refused) and convert them into other documents like sales orders, contracts, or invoices, streamlining the sales process.
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Last post: Oct 30, 2025, 06:50 PM Quotes & Proposals by admin
Sale Orders
The Sales Order module is a core component of its ERP/CRM suite designed to efficiently manage the entire customer order lifecycle. It allows businesses to track confirmed sales agreements, monitor order fulfillment, and streamline the transition from quotation to invoicing and delivery.
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Last post: Oct 30, 2025, 09:10 PM Sales Orders Management by admin
Contracts & Subscriptions
The Subscriptions module automates the management of recurring invoices for subscription-based services by creating, scheduling, and sending invoices based on defined contracts and billing frequencies. It simplifies tasks like contract creation, tracking renewals, and generating reports, and can be expanded with payment gateways for automated billing and online payments.
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Last post: Oct 30, 2025, 09:38 PM Customer / Supplier Cont... by admin
Help Desk / Tickets
The Help Desk / Tickets module is a flexible system for managing customer and internal support issues by creating, assigning, and tracking tickets. It allows for customizable ticket categories, automatic email notifications, time tracking, and can be integrated with other Dolibarr modules like Users and Agenda for a centralized system.
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Last post: Nov 06, 2025, 09:20 PM Help Desk / Tickets by admin
Knowledge Base Management
The Knowledge Management module, also known as KM or KMS, allows users to create and manage a knowledge base to centralize information, such as finding answers to customer support tickets. It enables businesses to build a repository of articles, FAQs, and other documents that can be quickly accessed to answer customer questions or to be used by employees.
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Last post: Nov 08, 2025, 05:24 PM Knowledge Base by admin
Billing & Payments
The Billing and Payments module handles the entire invoicing cycle, from creating quotes to tracking payments and sending reminders. It features automatic invoice generation, recurring invoice setup, and payment tracking for both one-time and partial payments. Key capabilities include integrating with online payment gateways, generating PDF invoices, multi-currency support, and linking with other modules like CRM and stock management for a complete business workflow.
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Last post: Oct 31, 2025, 04:20 PM Invoices & Payments by admin
Banking & Reconciliation
The Banking and Reconciliation module allows users to manage bank accounts, track transactions, and automatically match them with invoices and payments. It works by importing bank statements (e.g., in CSV or OFX format) and comparing them to records within Dolibarr, helping to identify discrepancies and ensuring financial accuracy. This automates manual tasks, saves time, and maintains an up-to-date view of a company's cash flow.
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Last post: Oct 31, 2025, 04:42 PM Banking & Reconciliation by admin
Double Entry Accounting
The Double Entry Accounting (Accounting Advanced) module provides comprehensive features to manage a business's finances using the standard double-entry bookkeeping system. It automates the generation of the general ledger from the data already recorded across other Dolibarr modules (sales, purchases, expenses, bank transactions, etc.), minimizing manual input and the need for extensive accounting knowledge.
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Last post: Nov 04, 2025, 04:58 PM Double Entry Accounting by admin
Products & Services
The Products and Services module is a core component for managing your company's inventory of goods and services. It allows you to define and categorize products and services, track their pricing, manage stock levels for physical products, and monitor their performance and profitability. The module supports features like pricing tiers, bundling, and barcode integration, and can be linked with other modules like invoicing and warehousing for comprehensive management.
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Last post: Oct 31, 2025, 05:40 PM Products & Sevices by admin
Stock & Warehouse Management
The Stock and Warehouse Management module is a feature-rich tool for tracking inventory, managing stock movements, and optimizing warehouse operations.. It allows for real-time tracking across multiple warehouses, management of product details and variants, and automated low-stock alerts, and can be integrated with other modules like sales, procurement, and manufacturing.
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Last post: Oct 31, 2025, 07:27 PM Stock & Warehouse Manage... by admin
Purchase & Supply
The Purchase and Supply module is a tool for managing the procurement process, from creating and tracking purchase orders to managing supplier relationships and optimizing inventory. It allows users to generate supplier orders, receive products, track their status, manage supplier data, and automate restocking based on inventory needs. The module helps centralize purchasing, improve efficiency, and provide a clear overview of spending and supplier performance.
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Last post: Nov 01, 2025, 05:40 PM Purchase Orders & Supply by admin
Shipments
The Shipments module is for managing the delivery of products from a sales order. It allows users to track quantities dispatched, generate packing slips and delivery notes, update stock levels automatically, and can be linked to invoicing and transporter tracking tools. This module streamlines the process of getting products to customers by connecting sales orders to physical shipments.
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Last post: Nov 01, 2025, 07:58 PM Ship / Track Orders by admin
Manufacturing
The Manufacturing module manages production processes, including creating bills of materials (BOMs) and manufacturing orders. It handles inventory consumption, tracks production through stock movements, and manages lots and serial numbers.
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Employees & Users
The Employees and Users module manages access permissions for internal employees and external users like customers and suppliers, while the dedicated Human Resources (HR) module handles employee-specific information and processes. Key functions include creating detailed employee profiles with personal and job information, managing attendance and leave requests, tracking time and expenses, and assigning training. The core Users module is mandatory for controlling who can access the system and their permission levels, while the HR features are managed through optional modules that can be activated as needed.
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Last post: Nov 02, 2025, 03:55 PM Manage Users / Groups & ... by admin
Expense Reports
The Expense Reports module is a human resource and accounting tool that allows employees to submit expenses for reimbursement, with a workflow for approval by supervisors and payment processing by bookkeepers. Employees can create reports, attach receipts, and link them to projects, while managers can approve or deny them. The module includes a lifecycle for each report, moving it from draft to paid or denied status, and can be integrated with accounting for accurate record-keeping.
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Last post: Nov 02, 2025, 04:53 PM Expense Reports Manageme... by admin
Leave Requests
The Expense Reports module is a human resource and accounting tool that allows employees to submit expenses for reimbursement, with a workflow for approval by supervisors and payment processing by bookkeepers. Employees can create reports, attach receipts, and link them to projects, while managers can approve or deny them. The module includes a lifecycle for each report, moving it from draft to paid or denied status, and can be integrated with accounting for accurate record-keeping.
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Topics: 1
Last post: Nov 02, 2025, 06:28 PM Leave Requests by admin
Timesheets
The Timesheets module allows users to track and record time spent on tasks and projects, with features for daily or weekly entry, approval workflows, and reporting. It integrates with other modules like Projects and Payroll, enabling companies to accurately calculate labor costs, generate client invoices, and manage payroll based on logged hours. Key functionalities include customizable interfaces, holiday display, and manager approval for submitted timesheets.
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Last post: Nov 04, 2025, 01:38 PM Time Sheet Entry by admin
Recruitment
The Recruitment module helps manage the entire hiring process by allowing users to create and publish job positions, track applications, and manage a database of candidate resumes. It supports features like a public job listing page, automatic email collection for applications, and the ability to follow candidates through a customizable recruitment workflow, often visualized in a Kanban board.
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Last post: Nov 04, 2025, 01:44 PM Employee Recruitment by admin
Membership Management
The Membership Management module is designed for organizations like associations and clubs to manage member information, track subscriptions, and handle payments. It allows for detailed member profiles, defines different membership types and periods, and automates renewals and payment reminders. The module integrates with other Dolibarr features for invoicing, communication, and event management.
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Last post: Nov 04, 2025, 01:52 PM Membership Management by admin
Opportunities, Projects & Tasks
The Opportunities, Projects, and Tasks module is a core feature for managing the full project lifecycle, from initial sales opportunities to the completion of complex customer or internal projects. It allows users to define projects, break them into tasks, assign responsibilities, track progress, log time, and manage related financial data. This integrated module provides tools like Gantt charts for planning and automation to streamline processes such as task creation and notifications.
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Last post: Nov 04, 2025, 02:52 PM Opportunities, Projects ... by admin
Interventions
The Interventions module is a tool for creating, managing, and tracking on-site service or maintenance activities. It allows users to create intervention cards with details like comments, dates, and duration, and to link them to projects, customers, orders, and commercial proposals. The module can also be used to convert interventions into invoices for billing customers.
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Last post: Nov 04, 2025, 02:59 PM Interventions by admin
Agenda
The Agenda module is a calendar tool for managing events and tasks, offering day, week, and month views. It allows users to create, schedule, and link events to other modules like projects, third parties, and contacts. The module also supports external calendars via iCal, event export (vcal, iCal, RSS), and can be used to log time spent on projects or tasks.
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Last post: Nov 04, 2025, 03:23 PM Agenda Management by admin
CMS & Website
The CMS - Websites module adds a Content Management System to the Dolibarr ERP/CRM, allowing users to create and manage a public-facing website directly within the software. It enables users to integrate dynamic content from the ERP system, create new pages, and manage website content without needing separate CMS software. This module can also be used to import existing websites or templates and includes features like an integrated web server for previews.
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Last post: Nov 10, 2025, 02:09 AM CMS & Website by admin
Point Of Sale
The Point of Sale module is an integrated tool that transforms Dolibarr into a retail management system for physical storefronts, bars, and restaurants. It allows for managing sales through multiple terminals with a touchscreen-friendly interface, barcode scanning, and features for handling payments, discounts, and stock updates. Key capabilities include managing multiple parallel sales, printing invoices or gift tickets, and automatically updating inventory levels in real-time.
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Mass Emailing
The Mass Emailing module allows users to create and send bulk emails directly from the ERP/CRM, using pre-defined recipient lists from contacts, customers, or suppliers, and includes features for content creation with a WYSIWYG or HTML editor. It provides performance tracking, such as open and click-through rates, supports personalized content through integration with other Dolibarr data, and can automate certain campaigns or actions. Users can also configure the module to connect to external email servers for sending, enabling professional email management directly within the platform.
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Last post: Nov 10, 2025, 02:03 AM Mass Emailing by admin
Surveys & Polls
The Surveys and Polls module allows users to create and distribute surveys and polls to gather opinions from contacts and customers. You can build custom polls with various question types, set them to be public or private, and publish them on a public URL. The module helps analyze results, automate follow-up actions based on feedback, and integrate data with the CRM for a complete customer view.
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Last post: Nov 10, 2025, 01:59 AM Surveys and Polls by admin
Connectivity & Interfaces
The Connectivity and Interfaces module enables integration with external services, allowing Dolibarr to communicate with other applications through its REST API and a system of triggers and hooks. This functionality facilitates data exchange, process automation, and the use of third-party services like payment gateways (e.g., PayPal, Stripe) and LDAP for user data synchronization.
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Last post: Nov 10, 2025, 01:48 AM Connectivity & Interface... by admin
Import & Export
The Import and Export modules provide tools for managing data transfer into and out of the Dolibarr ERP / CRM system.
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Last post: Nov 10, 2025, 01:35 AM Data Import / Export by admin
Module Builder
The Dolibarr Module Builder is a Rapid Application Development (RAD) tool that simplifies the creation of custom modules for the Dolibarr ERP/CRM system. It is an integrated toolset that generates a module's basic structure, including objects, menus, permissions, and core code, allowing developers to quickly kickstart new applications and extensions without having to write all the boilerplate code from scratch.
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Last post: Nov 10, 2025, 01:21 AM ModuleBuilder by admin
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