Dolibarr is an open-source ERP and CRM solution widely used by businesses to manage their commercial and administrative activities. Thanks to its modularity, it offers great flexibility, allowing companies to customize their management according to their specific needs.

Commercial management and invoicing are two essential aspects of any ERP, enabling businesses to track sales, manage clients, and ensure smooth accounting. To optimize these processes, Dolibarr provides a variety of essential modules.

In this article, we will explore the best commercial management and invoicing modules that will help you save time, automate tasks, and improve your company’s efficiency.

1. Invoicing and Accounting Module

Why is this module essential?

The Invoicing and Accounting module in Dolibarr is one of the most widely used. It allows you to manage the entire invoicing cycle, from quotations to payment validation.

Key Features:

• Create and manage invoices, quotes, and purchase orders.
• Track client payments and manage due dates.
• Automate reminders for unpaid invoices.
• Export data to accounting software like Sage, EBP, or QuickBooks.

Benefits:

✔ Automates accounting processes.
✔ Improves payment tracking.
✔ Easily integrates with other financial management modules.

2. Commercial Management (CRM & Prospects) Module

Why use it?

This module is ideal for tracking clients and prospects, structuring commercial interactions, and increasing conversion rates.

Key Features:

• Manage contacts, clients, and suppliers.
• Track the history of communications and interactions with prospects.
• Create and monitor sales opportunities.
• Integrate with emailing tools for marketing campaigns.

Benefits:

✔ Improves customer relationships.
✔ Organizes commercial actions efficiently.
✔ Increases sales through lead tracking.

3. Orders and Shipping Management Module

Why is it essential?

For any business selling products, efficient order and shipping management is crucial.

Key Features:

• Track customer orders and delivery notes.
• Automate shipping with integrations to carriers (DHL, UPS, La Poste, etc.).
• Automatically generate shipping labels.
• Synchronize with stock management.

Benefits:

✔ Saves time through automation.
✔ Reduces errors in order and shipping processing.
✔ Enhances delivery tracking and customer satisfaction.

4. Stock and Product Management Module

Why is it indispensable?

Good stock tracking helps prevent shortages and optimize supply management.

Key Features:

• Manage real-time stock movements.
• Automatic alerts for low stock levels.
• Track product serial numbers and batch numbers.
• Integrate with sales and purchase management.

Benefits:

✔ Avoid stock shortages.
✔ Reduce costs associated with overstocking.
✔ Optimize product management.

5. Point of Sale (POS) Module for Retailers

Who is it for?

This module is perfect for retail stores, restaurants, or any business with a physical sales point.

Key Features:

• Intuitive cash register interface.
• Manage payments via cash, credit card, and bank transfer.
• Connect with receipt printers and barcode scanners.
• Automatically synchronize with stock and invoicing.

Benefits:

✔ Simplifies in-store sales.
✔ Better management of payments and receipts.
✔ Real-time tracking of stock and sales.

6. E-commerce and Marketplace Module

Why choose it?

For businesses selling online, this module allows Dolibarr to connect with e-commerce platforms like PrestaShop, WooCommerce, and Magento.

Key Features:

• Synchronize orders, stock, and clients between Dolibarr and the online store.
• Manage invoices and payments directly from Dolibarr.
• Automate order tracking and shipping.

Benefits:

✔ Centralizes physical and online sales.
✔ Reduces management errors.
✔ Saves time through automated updates.

7. Electronic Signature Module

Why is it useful?

Digitizing documents helps save time and secure transactions.

Key Features:

• Sign contracts, quotes, and invoices electronically.
• Securely archive signed documents.
• Comply with legal standards for digital contracts.

Benefits:

✔ Speeds up commercial processes.
✔ Reduces printing and mailing costs.
✔ Secures contractual commitments.

8. Subscription Management and Recurring Billing Module

Why is it essential?

Ideal for businesses offering subscriptions or recurring services (SaaS, maintenance, etc.).

Key Features:

• Automatically generate subscription invoices.
• Renew and track payments.
• Manage contracts and client notifications.

Benefits:

✔ Saves time with automation.
✔ Tracks recurring payments efficiently.
✔ Improves customer relations with automated reminders.

Conclusion

Dolibarr is a powerful solution for commercial management and invoicing. Thanks to its numerous modules, you can adapt the software to your specific needs and optimize your business management.

Whether you are a retailer, service provider, or entrepreneur, these essential modules will help you save time, improve customer relationships, and automate processes.

Which modules do you use for your commercial management in Dolibarr? Share your experience in the comments!