How to Create a Custom Quote in Dolibarr (Template + Step-by-Step Tutorial)
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Creating professional, branded, and customized quotes (proposals or estimates) is essential for any business. It reflects your brand’s identity and helps you communicate clearly with your clients. If you’re using Dolibarr ERP & CRM to manage your operations, you’ll find that the quoting system is powerful, but the default quote templates may not always meet your visual or functional expectations. The good news is: Dolibarr allows you to create fu
How to Recover a Lost Invoice or Customer in Dolibarr
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When managing business operations with Dolibarr ERP & CRM, data loss or accidental deletion can occur, whether due to human error, misconfiguration, or system issues. One of the most common problems users face is losing access to an invoice or customer record. This article explores in depth how to recover a lost invoice or customer in Dolibarr, covering preventative measures, step-by-step recovery options, database exploration, and best practices
Creating a Custom Dashboard in Dolibarr (Without Coding)
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Dolibarr ERP & CRM is one of the most flexible and accessible open-source platforms for managing business operations, particularly suited for small and medium-sized enterprises (SMEs). One of the first things that users want after installing and configuring Dolibarr is to visualize their key metrics in one place — a dashboard. Whether you want to track invoices, monitor customer activity, see sales figures at a glance, or manage stock levels, a c
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Installing Dolibarr ERP & CRM is the first step towards streamlining your business operations. But as powerful and modular as Dolibarr is, its real value only begins to show when you properly configure it. Post-installation setup is crucial: it ensures the software is aligned with your business workflows, secures your system, and enables the features your organization actually needs. Whether you're a small business owner, system administrator, or
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In today’s fast-paced digital marketplace, managing an e-commerce business requires a tightly connected ecosystem of tools that support efficient inventory, orders, accounting, and customer relationship management. Dolibarr ERP & CRM has emerged as a powerful, open-source platform for small and medium-sized enterprises (SMEs) looking to centralize operations. But to unlock its full potential, businesses that run online stores on PrestaShop, WooCo
Using Dolibarr's REST API to Connect a Mobile Application: A Complete Guide for Developers and SMEs
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In the era of mobile-first digital transformation, integrating enterprise applications with mobile platforms is more than a trend—it's a strategic necessity. Dolibarr ERP & CRM, known for its modular open-source architecture, provides a robust REST API that allows developers to connect external applications, including mobile apps, directly to the core system. This flexibility opens the door to streamlined workflows, real-time data synchronization