Dolibarr ERP / CRM

Order Creation

Easily create new sales orders from scratch or convert an accepted commercial proposal (quotation) or contract into a sales order with a single click, saving time and ensuring data consistency.

(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_orders_card.png)

Product/Service Integration

Add predefined products and services to orders, managing item details like price, quantity, and VAT. It supports product variants and links with stock management to automatically update inventory levels upon order processing or shipment.

Status Management

Track the status of orders throughout their lifecycle (e.g., draft, validated, delivered, processed, canceled).

(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_orders_list.png)

Automated Document Generation

Automatically generate and update professional PDF documents for order confirmations and packing slips (delivery notes).

Email Integration

Send order acknowledgments and other related communications directly to customers via email from within the application, using predefined email templates.

Workflow Integration

• Invoicing: Generate one or multiple customer invoices directly from a validated or delivered order.
  
• Shipment: If the Shipment module is enabled, generate one or several shipment receipts to manage product delivery.
  
• Stock Management: Automatically manage stock movements (increase/decrease) as orders are processed and shipped.
  

Customization and Reporting

Add custom fields to order forms to meet specific business needs, filter and sort order lists based on various criteria, and use predefined statistics pages to analyze sales performance.

Margin Analysis

When the Margin module is enabled, users can review the profitability and calculated margin on their orders.

(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_orders_stats.png)