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Dolibarr ERP/CRM Tutorial - Sneakyone - 09-03-2024
Dolibarr ERP/CRM Tutorial
Welcome to the Dolibarr ERP/CRM tutorial! Dolibarr is an open-source ERP and CRM software that provides a wide range of features for managing businesses, including sales, inventory, accounting, and customer relations. This tutorial will guide you through the basics of using Dolibarr, from installation to managing various aspects of your business.
1. Installing Dolibarr ERP/CRM
Step 1: Download Dolibarr.
- Visit the Dolibarr website and download the latest version of Dolibarr ERP/CRM.
Step 2: Set up your server environment.
- Dolibarr requires a web server with PHP and MySQL or MariaDB. If you don’t have a server setup, you can use XAMPP or WAMP as a local server environment.
Step 3: Install Dolibarr.
- Extract the Dolibarr files and upload them to your web server’s root directory (e.g., `htdocs` or `www`).
- Open your web browser and navigate to `http://localhost/dolibarr` (or the path where you uploaded the files).
- Follow the on-screen instructions to complete the installation, including entering your database details and configuring the initial setup.
Step 4: Log in to Dolibarr.
- After installation, log in using the admin credentials you set during the installation process.
2. Initial Setup of Dolibarr ERP/CRM
Step 1: Configure your company information.
- Go to Setup > Company/Organization.
- Enter your company’s name, address, contact information, and other relevant details.
- Click Save to update your company information.
Step 2: Set up financial information.
- Navigate to Setup > Accounting/Financial.
- Configure your currency, tax settings, and financial year.
- Set up your chart of accounts to align with your business's accounting practices.
Step 3: Customize modules and features.
- Go to Setup > Modules/Applications.
- Enable or disable modules based on your business needs, such as Sales, CRM, Invoicing, Inventory, and HRM.
- Click Activate for the modules you want to use.
Step 4: Set up user roles and permissions.
- Navigate to Users & Groups > New User to add users.
- Assign roles and permissions to control access to various modules and features.
3. Managing Customers and Contacts
Step 1: Add a new customer.
- Go to Third Parties > New Customer.
- Enter the customer’s details, including name, address, contact information, and payment terms.
- Click Create Customer to add the customer to your database.
Step 2: Manage contacts and addresses.
- After creating a customer, you can add contacts and addresses by navigating to the customer’s profile.
- Click Add Contact/Address and enter the relevant details, such as job title, phone number, and email.
- Click Save to update the customer profile.
Step 3: Manage customer relationships.
- Use the CRM module to track interactions with customers, including meetings, calls, and emails.
- Go to Agenda > New Event to schedule and record activities related to your customers.
4. Managing Products and Services
Step 1: Add products or services.
- Go to Products/Services > New Product/Service.
- Enter the product or service name, description, sales price, and purchase price.
- Assign the product to categories for better organization.
- Click Create Product/Service to save it to your inventory.
Step 2: Manage inventory levels.
- Navigate to Products/Services > Stock Movement to manage inventory levels.
- You can manually adjust stock quantities or automate inventory management through the sales and purchase modules.
Step 3: Set up product variants and attributes.
- If your products have variants (e.g., different sizes or colors), go to Products/Services > Attributes and Variants.
- Define the attributes and create variants based on these attributes.
5. Managing Sales and Invoicing
Step 1: Create a sales order.
- Go to Commercial > Sales Orders > New Sales Order.
- Select the customer, add products or services, and specify the quantity.
- Click Validate to confirm the sales order.
Step 2: Generate invoices.
- After creating a sales order, go to Billing/Payment > New Invoice.
- Select the sales order to generate an invoice from it. Review the invoice details and click Validate to finalize the invoice.
- You can print or email the invoice directly to the customer.
Step 3: Record payments.
- Go to Billing/Payment > Customer Payments > New Payment.
- Select the customer and the invoice, then enter the payment details.
- Click Validate to record the payment.
Step 4: Manage recurring invoices.
- If you have recurring services, go to Billing/Payment > Recurring Invoices to set up automated invoicing.
- Define the frequency and duration of the recurring invoices, and Dolibarr will automatically generate them for you.
6. Managing Purchases and Suppliers
Step 1: Create a purchase order.
- Go to Suppliers > New Purchase Order.
- Select the supplier and add the products or services you are purchasing.
- Click Validate to confirm the purchase order.
Step 2: Receive goods.
- When you receive goods from a supplier, go to Suppliers > Supplier Orders > Receive Products.
- Enter the quantities received and update your inventory levels accordingly.
Step 3: Record supplier invoices.
- Go to Billing/Payment > Supplier Invoices > New Supplier Invoice.
- Select the purchase order and enter the invoice details.
- Click Validate to record the supplier invoice.
Step 4: Manage supplier payments.
- Go to Billing/Payment > Supplier Payments > New Payment.
- Select the supplier and the invoice, then enter the payment details.
- Click Validate to process the payment.
7. Managing Financials and Accounting
Step 1: Record journal entries.
- Go to Accounting > New Journal Entry.
- Enter the date, accounts to debit and credit, and the amounts.
- Add a description for the entry and click Validate to record it.
Step 2: Reconcile bank accounts.
- Navigate to Banking > Bank Reconciliation.
- Select the bank account, enter the statement date, and match transactions with your bank statement.
- Adjust for any discrepancies and click Validate to complete the reconciliation.
Step 3: Generate financial reports.
- Go to Accounting > Reports > Balance Sheet or Profit and Loss to generate financial statements.
- Select the date range and click Generate Report to view your financial performance.
8. Customizing Dolibarr ERP/CRM
Step 1: Customize templates.
- Go to Setup > Templates.
- Customize the appearance and content of your invoices, orders, and other documents. Add your company logo, adjust the layout, and modify text as needed.
Step 2: Configure notification preferences.
- Navigate to Setup > Notifications to set up email notifications for various events, such as new orders, invoices, or support tickets.
Step 3: Install additional modules.
- Go to Setup > Modules/Applications to explore and install additional modules that extend Dolibarr’s functionality, such as project management, HRM, or POS systems.
9. Backing Up and Restoring Data
Step 1: Back up your data.
- Go to Setup > Data Backups.
- Click Create Backup to generate a backup file. Save the backup to a secure location to prevent data loss.
Step 2: Restore data from a backup.
- If needed, go to Setup > Data Restore.
- Select the backup file and click Restore to restore your data.
Conclusion
This tutorial has introduced you to the basics of using Dolibarr ERP/CRM, from installation and initial setup to managing customers, sales, inventory, purchases, and accounting. Dolibarr is a powerful tool that can help you efficiently manage your business operations, ensuring accuracy and effectiveness in all aspects of your business.
Happy Business Management!