How to Set Up Product Variants and Attributes in Dolibarr: Complete Guide
   04/08/2025 00:00:00     Wiki Dolibarr    0 Comments
How to Set Up Product Variants and Attributes in Dolibarr: Complete Guide

Efficient product management is key to the success of any business dealing with a wide range of items. For companies selling products with different sizes, colors, materials, or other variations, handling product variants and attributes properly is essential. Dolibarr ERP/CRM offers powerful tools for managing these complexities.

In this guide, we will explore how to set up product variants and attributes in Dolibarr in a way that enhances inventory management, improves customer experience, and streamlines operations. We'll cover step-by-step setup, daily usage, best practices, common challenges, and tips to optimize your Dolibarr installation for variant-heavy catalogs.

What Are Product Variants and Attributes?

Before diving into Dolibarr, let's define the basics:

  • Attributes: Characteristics that can differentiate a product, like size, color, material, style, or capacity.

  • Variants: Specific combinations of attributes. For example, "T-Shirt - Size M - Color Red" is a variant.

Properly managing variants prevents catalog clutter and ensures accurate stock tracking.

Why Use Variants and Attributes in Dolibarr?

  • Simplify Catalog Management: Group similar products under a master product.

  • Improve Stock Control: Track inventory per variant.

  • Enhance Sales Experience: Offer customers clear choices.

  • Streamline Order Processing: Reduce errors in picking and shipping.

  • Accurate Reporting: Analyze sales performance by variant.

Dolibarr's Product Variants module allows you to achieve all these goals effectively.

Step-by-Step: Setting Up Product Variants in Dolibarr

1. Activate Necessary Modules

First, ensure that the required modules are active.

Navigate to:

Home > Setup > Modules

Activate:

  • Products/Services

  • Product Variants (optional if not already enabled)

The "Product Variants" module extends the Products module to handle combinations of attributes.

2. Create Attributes and Attribute Values

Before creating variants, define the characteristics.

Navigate to:

Products/Services > Dictionaries > Attributes and Values

Create new attributes like:

  • Size

  • Color

  • Material

For each attribute, define its values:

  • Size: Small, Medium, Large

  • Color: Red, Blue, Green

  • Material: Cotton, Polyester

Dolibarr will use these to generate variants automatically.

3. Create a Parent (Base) Product

Now, create the main product that will serve as the "parent" for its variants.

Navigate to:

Products/Services > New Product

Fill in:

  • Product Name: Example "Basic T-Shirt"

  • Type: Product (physical good)

  • Description

  • Sales and purchase prices (can be adjusted later for each variant)

Mark the product as "Parent for Variants".

4. Generate Variants

Once your base product is created, you can generate its variants.

In the product card:

  • Click on "Variants" tab.

  • Select "Create Variants".

  • Choose the combination of attributes (e.g., all colors and sizes).

Dolibarr will create individual variant records automatically.

Each variant will have:

  • Its own SKU (Stock Keeping Unit)

  • Optionally its own price, weight, barcode, etc.

5. Adjust Variant Specific Details

For each generated variant, you can fine-tune details:

  • Custom selling price (if different)

  • Specific stock levels

  • Specific reference codes

  • Unique barcodes

This flexibility allows you to manage even complex inventories easily.

6. Set Stock for Variants

Each variant is treated like a standalone product for stock management.

Navigate to:

Products/Services > Variants

Update:

  • Initial stock quantity

  • Minimum stock alert level

  • Warehouse location

This ensures correct inventory tracking.

Daily Operations with Product Variants

Once variants are set up, your workflows remain simple and intuitive.

1. Sales Orders

When creating a sales order:

  • Search by base product or directly by variant.

  • Select the desired variant based on attributes.

  • Add to order.

Stock will be deducted from the specific variant, not the parent product.

2. Supplier Orders

When ordering from suppliers:

  • Purchase specific variants.

  • Manage incoming stock per variant.

Variants can have different supplier references if needed.

3. Invoices and Delivery Notes

Documents (invoices, delivery slips) will reflect the specific variant sold or shipped, ensuring full transparency.

4. Inventory Adjustments

When counting stock:

  • Perform inventory per variant.

  • Adjust discrepancies accordingly.

5. Reporting

Sales and inventory reports can break down:

  • Which variants sell better.

  • Which attributes perform best (e.g., "Large" sizes outselling "Small").

Advanced Configurations

1. Different Prices per Variant

Dolibarr allows setting specific prices for different variants. Useful if:

  • Larger sizes cost more.

  • Premium materials have a surcharge.

Set pricing during variant creation or edit later.

2. Custom Barcodes

Assign unique barcodes to variants for:

  • Faster scanning at POS (Point of Sale)

  • Efficient warehouse operations

3. Variant-Specific Images

Display specific images for each variant (e.g., showing a "Blue T-shirt" when the blue color is selected).

Though Dolibarr’s native capabilities are limited, extensions or custom developments can add this feature.

4. Managing Discontinued Variants

If a variant is no longer available:

  • Set its stock to zero.

  • Optionally deactivate it.

This way, historical sales data remains intact while preventing new sales.

Common Challenges and Solutions

1. Complexity Explosion

Adding too many attributes and values can create hundreds of variants unintentionally.

Solution:

  • Plan carefully.

  • Only create realistic, sellable combinations.

2. Stock Management Errors

Mistakes often happen if variants aren’t properly distinguished.

Solution:

  • Use clear naming conventions (e.g., T-Shirt Red L).

  • Implement barcode scanning.

3. Synchronization with E-commerce Platforms

If using Dolibarr with WooCommerce, PrestaShop, or Shopify, syncing variants can be tricky.

Solution:

  • Use official connectors or modules.

  • Test synchronization thoroughly before going live.

4. Staff Training

Employees may confuse variants if not trained properly.

Solution:

  • Provide documentation and internal training.

  • Use Dolibarr’s search and filter capabilities effectively.

Best Practices for Product Variants Management

  • Limit Attributes: Use only essential differentiators.

  • Consistent Attribute Values: Standardize (e.g., "Blue" vs "blue").

  • Group Wisely: Keep parent products logical (e.g., don't mix winter and summer models).

  • Review Stock Regularly: Especially for slow-moving variants.

  • Use Images and Descriptions Carefully: Minimize customer confusion.

  • Monitor Sales Trends: Identify top-performing variants and adapt your offers.

Future of Variants Management in Dolibarr

The Dolibarr community continues to enhance product management features.

Coming improvements include:

  • Better attribute combination UI.

  • Improved mobile interface for managing variants.

  • Enhanced integration with POS and e-commerce modules.

  • Bulk editing tools for variants.

Stay updated with the latest Dolibarr releases or community modules to leverage these advancements.

Conclusion

Managing product variants and attributes correctly is essential for businesses selling customizable or multi-option products. Dolibarr provides a comprehensive, user-friendly framework to handle variants without overwhelming users.

By activating the right modules, setting up attributes smartly, and carefully managing daily operations, you can offer more choices to customers while maintaining precise inventory control.

Mastering variants and attributes in Dolibarr not only improves your operational efficiency but also enhances customer satisfaction and supports business growth.

Invest some time setting up your product catalog properly today, and you will save countless hours tomorrow — a real competitive advantage in modern commerce.

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