Introduction

Dolibarr ERP/CRM is an open-source business management solution known for its flexibility and ease of use. Thanks to its modular design, it is suitable for small businesses, medium enterprises, and larger organizations. Whether you want to manage your clients, invoices, inventory, or projects, Dolibarr offers functionalities tailored to your needs.

In this complete guide, we will walk you through the steps to configure Dolibarr, from getting started to advanced customization, to optimize your business management.

Table of Contents

1. Getting Started with Dolibarr
2. Configuring General Settings
3. Installing and Activating Modules
4. Setting Up Users and Permissions
5. Customizing Document Templates
6. Customizing the Interface
7. Configuring Currencies, Taxes, and Languages
8. Automating Processes
9. Backup and Security
10. Conclusion

1. Getting Started with Dolibarr

Installing Dolibarr

If you haven't installed Dolibarr yet, follow these quick steps:

1. Download:
   Go to the official website dolibarr.org and download the latest version.

2. Installation:

   • For a local installation, use tools like XAMPP or WAMP.
   • For a remote server installation, upload the files via FTP and follow the installation wizard.

Logging into the Interface

Access Dolibarr via:

• Local: http://localhost/dolibarr/htdocs
• Remote: http://your-domain.com/dolibarr/htdocs

Log in with the administrator credentials created during installation.

2. Configuring General Settings

Company Information

1. Go to "Home" > "Setup" > "Company/Organization".
2. Enter details such as the name, address, logo, and contact information.
3. Save the changes.

Regional Settings

1. Configure the timezone, date format, and currency unit.
2. Access "Setup" > "Miscellaneous" to adjust these settings.

3. Installing and Activating Modules

Dolibarr works with a system of modules that can be activated based on your needs.

1. Go to "Home" > "Setup" > "Modules/Applications".
2. Activate the necessary modules:
   • Invoicing for managing quotes and invoices.
   • CRM for client management.
   • Stock for inventory management.
   • Projects for tracking tasks and projects.

Configuring Modules

1. Click the configuration icon (gear) next to the activated module.
2. Adjust the settings according to your needs (e.g., invoice templates, VAT rates).

4. Setting Up Users and Permissions

Create Users

1. Go to "Home" > "Users & Groups".
2. Click "New" to add a user.
3. Fill in the required fields: name, email, password.

Assign Permissions

1. Select the user and access the "Permissions" tab.
2. Assign permissions based on their role (e.g., access to invoicing, CRM).

5. Customizing Document Templates

Customize Invoices and Quotes

1. Go to "Setup" > "Document Templates".
2. Choose an invoice or quote template and customize it:
   • Add your company logo.
   • Modify colors and fonts.
   • Add custom fields (e.g., legal mentions).

6. Customizing the Interface

Themes and Colors

1. Go to "Setup" > "Display".
2. Choose a predefined theme or customize the colors according to your branding.

Widgets and Dashboards

1. Customize the home dashboard with useful widgets:
   • Revenue summary.
   • Latest invoices.
   • Task reminders.

7. Configuring Currencies, Taxes, and Languages

Add Currencies

1. Go to "Setup" > "Miscellaneous" > "Currencies".
2. Add the necessary currencies and configure exchange rates.

Configure Taxes

1. Access "Setup" > "Taxes".
2. Add different VAT rates and link them to your products/services.

Languages

1. Go to "Setup" > "Languages".
2. Activate the languages required for your users.

8. Automating Processes

Automated Email Templates

1. Go to "Setup" > "Emails" to create automated templates (e.g., invoice reminders).

Scheduled Tasks

1. Automate backups and report sending via scheduled tasks (cron jobs).

9. Backup and Security

Data Backup

1. Go to "Admin Tools" > "Backup".
2. Schedule regular database backups.

Security

1. Enable SSL to secure connections.
2. Use two-factor authentication (2FA) to enhance user account security.

10. Conclusion

You now have all the keys to configure and customize Dolibarr according to your business needs. Thanks to its flexibility and numerous features, Dolibarr is perfectly adaptable to various industries.

Feel free to explore the available modules further and join the Dolibarr community to exchange tips and best practices.

Ready to transform your business management with Dolibarr? Get started today!