DOLIBARR, una soluzione professionale Open Source ERP e CRM
Dolibarr ERP & CRM è un pacchetto software moderno e facile da usare per gestire la tua azienda (clienti, fatture, ordini, prodotti, scorte, ordine del giorno, e-mail, spedizioni …).
Su questa piattaforma, insieme al partner O.P.G. siamo in gradi di fornire consulenza, formazione, supporto tecnico, hosting e prioritariamente sviluppo personalizzato.
In MENTEFRESCA abbiamo sviluppato per oltre 35 anni sistemi informativi ERP o integrati per la pubblica amministrazione locale, per ospedali ed ASL oltre che nei consorzi socio assistenziali. Lavorando in collaborazione stretta con funzionari, dirigenti ed operatori sia amministrativi che clinici abbiamo conosciuto “dal di dentro” le macchine organizzative e gestionali dei queste realtà portando a regime soluzioni condivise, innovative, leggere e facili da utilizzare.
Anche il nostro partner O.P.G. dai primi anni 80 ha lavorato mettendo al primo posto valori quali la professionalità, la competenza e l’affidabilità al servizio della attività dei clienti. O.P.G. è un azienda altamente specializzata nell’offerta di soluzioni ERP e di consulenza per le piccole/medie imprese. La sua struttura è in grado di fornire alla propria clientela strumenti e applicazioni software, progettate e sviluppate al proprio interno, le competenze relative ai più diffusi e completi sistemi Open Source ERP e CRM, ma anche la possibilità di ottenere personalizzazioni, verticalizzazioni o intere soluzioni ad-hoc.
Le competenze complementari che queste due realtà mettono insieme generano un valore superiore alle singole parti, generando valore aggiunto per i clienti, pubblici o privati che siano, generando risparmi significativi e permettendo il raggiungimento di maggiore efficienza ed efficacia dei propri sistemi e dei propri flussi operativi.
Per le realtà che non si accontentano delle soluzioni standard ma desiderano adottare sistemi informativi su misura seppur garantiti da standard e moduli internazionali e garantiti nel tempo, MENTEFRESCA ed O.P.G. sono, insieme, interlocutori che vale la pena prendere in considerazione.
Una suite all-in-one
Con Dolibarr, abiliti solo la funzione che ti serve. Quindi, qualunque sia la vostra esigenza di gestione aziendale (vendite, risorse umane, logistica, scorte, fatturazione, contabilità, produzione, ecc.), sarete in grado di configurare l’applicazione in base alle vostre esigenze e alle vostre necessità. L’integrazione tra le funzionalità / i moduli che decidi di utilizzare è pronta “in-the-box”, quindi, anche senza personalizzazione, gli utenti sono immediatamente pronti a lavorare.
Poiché gli aggiornamenti della nuova versione sono integrati nel processo di sviluppo, è possibile eseguire l’aggiornamento in qualsiasi momento all’ultima versione, qualunque sia la versione corrente, senza perdere alcun dato. Gli utenti di Dolibarr beneficieranno sempre delle ultime funzionalità e innovazioni.
Un modello FOSS (Free Open Source Software)
Il modello Open Source e gratuito ci consente di fornire una soluzione competitiva: diverse migliaia di sviluppatori, tester e traduttori lavorano al progetto. Ecco perché è possibile essere sempre all’avanguardia nell’innovazione.
Inoltre, questo modello ci consente di avere una base di utenti molto ampia, quindi possiamo migliorare l’interfaccia utente da molti feedback. Questo è un fattore importante per cui Dolibarr è noto per essere il più facile ERP e CRM del mercato.
Un modello multi-distribuzione in un ricco ecosistema
È possibile installare e utilizzare Dolibarr come applicazione autonoma o online su un server condiviso o dedicato o una macchina virtuale per utilizzarlo da qualsiasi luogo, qualsiasi desktop, tablet o smartphone. È disponibile in varie forme: dai pacchetti di installazione automatica che installano Dolibarr e tutti i prerequisiti senza bisogno di conoscenze tecniche, alla distribuzione standard che funziona su tutte le piattaforme del sistema operativo e l’architettura PHP (Windows, Mac, Linux). Dolibarr è ovviamente disponibile come applicazione SaaS su servizi cloud pronti all’uso.
Poiché si tratta di software Open Source, puoi fare affidamento sulla società Open Source di tua scelta per assisterti o realizzare uno sviluppo personalizzato se necessario.
DOLIBARR – MODULI STANDARD
- # DOLIBARR - MODULI BASE
- CMS / Website / E-Commerce
- CRM / Sales
- Finance and Billing
- Human Relationship (HR)
- Marketing
- Product and Stock
- Productivity
Contracts, Subscriptions
Manage customer / supplier contracts or subscriptions.
Generate recurring invoices of subscription automatically.
Create Contract with subscribed services
Create your contract from your prospect/customer sheet, or in one click by reusing a proposal or an order.
Include predefined products/services to save you time, or enter full content manually.
If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.
A PDF of your contract is automatically generated and updated.
Change status of your services (“Running”, “Disabled”) and end date at any time. Attach notes or files to your contract.
Convert your customer contract into one shot or recurring invoices
You can convert your contract into one or several invoices. If your contract is dedicated to follow a recurring service, convert it into a recurring template invoice: Define the frequency, amount, date of first invoice and/or a maximum number of invoice. Your template invoice will be pre-filled with data of your contract services, then invoices will be generated automatically.
A link is saved between your template invoice and your contract so any generated invoices will also be linked to your contract.
You can change, at any time, the content of your contract or the content of your template invoice (so the way you will bill your customer) independently.
Follow and manage your contracts and services
Check which service is expired or about to be expired. Renew your contract / service end date or close them if required.
Export your Contracts and services with their status with the Export module to reuse them with third-party tools, or connect directly your existing BI suite to the open database for Big Data analysis.
Leave Requests
Allows your employee to make leave requests.
Let the system decrease automatically the balance of remaining holidays once approved.
Follow different types of leaves
According to your country and laws, define all the types of leaves request to manage and how they are managed.
Create a leave request
Give your employees the permission to create their own leave requests.
Approve or refuse each request
As a supervisor, you will receive an e-mail including a direct link to the leave request record of your subordinate to accept it or not. Any decision made will be sent to the employee, informing him of the status of his request.
Let the application update automatically (or not) the remaining days for each type of holidays.
Analyze and update balance of holidays
List and filter all leave requests according to status, date, employee or any other property. Export your data into text files.
Get monthly statement of leave request process.
As a Human Resources manager, edit the balance of each user, for each type of holiday, any time.
Follow leave requests and remaining holidays
As an employee, consult the status of all your leave requests and your balance of remaining holidays.
Projects, Tasks
Projects and tasks are useful to follow leads, opportunities or projects.
Track also how much your projects can bring back to your company, and their profit or cost.
Create Projects, Leads or Opportunities
Use the Dolibarr project according to your need. Follow Leads, Opportunities, Internal, customer or supplier projects.
Add the predefined fields of your choice to make the data managed more complete and as accurate as you need.
Define who can view or edit the project
Make the project public or select the employees and / or partners who will participate. Allowed users will be able to enter time spent if you decide to use timesheet feature.
Create tasks
If you need to follow dedicated tasks, create them into your projects. You can define properties on your tasks like planned workload, assign specific users or not.
You can also create sub-tasks and have a hierarchy of tasks.
Record time spent on Projects / Tasks
If you decide to use Dolibarr projects to follow time spent, let each user declare its time on a daily basis with a dedicated interface, or on a weekly or monthly basiswith another one.
Enter the estimated progress of your tasks/project during the same step than when entering your time spent, so you don’t forgot it and comparison time spent with work really done is always up to date.
If a hourly rate is set in your users card, then a task cost for the time spent will also be automatically calculated and reported.
More information available on timesheet feature.
Follow your project or tasks
Follow your projects :
If you use opportunities, get instantly the potentiel turnover of your leads, weighted with the probability, to get your future turnover.
If you decide to use tasks, follow their progress and compare with what you planned. Show the planning using the Gantt view.
Project overview
Projects offer an overview tab displaying a lot of information about projects and linked elements in Dolibarr such as proposals, invoices, orders…
All these data allow you to determine gains and losses resulting from the project.
Prospects and Customers
Dolibarr gives you the ability to follow-up your prospects and customers, and reuse them with other modules.
Create your prospects or customers
Just enter the name of the third party and its type (prospect and/or customer) to create it in your database. A unique customer code reference will be automatically set according to your numbering rule.
Record any other data (email, address, language, tags…) to make a more accurate management of your third party database. If predefined fields does not suit you, just create yourself all attributes you need with the type of your choice (string, amount, date, combo list, checkbox, …)
Attach any notes or files to your prospect/customer sheet.
If you have a lot of sales representatives, assign them to dedicated prospects or customers, so if you will be able to get statistics per sales representatives (Sales, Margins, Events).
Merge third parties to remove duplicate record.
Create alternative contacts/addresses
If you need, you can create one or several alternative addresses for each of your prospect or customer record (one record/address for the director, another one for his assistant or for the delivery or legal service). Assign such contacts to any business document (commercial proposals, orders, etc) so correct name will be automatically set on generated PDF documents.
Set status and potential of your prospects
If you need to, set a contact status and a potential to your prospect. You can define the different prospect potential/levels according to your need.
No need to spend time to modify the Prospect status after a contact is done, just modify the status in one click from your list without opening the prospect sheet.
Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices, …
Create rich documents using a WYSIWYG editor or reusing predefined products and prices, using a WYSIWYG editor or reusing predefined products and prices, according to the modules/features you enabled, like Quotes or Commercial proposals, Sales Orders, Interventions, Invoices, etc. Manage documents from dedicated menus or directly from the third party sheet. Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.
Follow-up your prospects, your customers
List and filter your database on any attributes, tags or status.
Send emails to your contacts directly from the application, using predefined emails templates.
Reuse your prospect or customer database to send mass emailing with the Mass emailing module
Export your database with the Export module to reuse your qualified record with other external tools.
Find all the events related to your prospects and customers such as proposal creation, invoices validation… and many other events using the events recorded automatically according to the module Agenda settings.
Employees and users
Manage your employees and let your employees manage their activity and holidays
Create your employee / user accounts
Creating an account for your employees will allow them to access data in Dolibarr and to interact on any enabled features such as third parties, business documents, and any modules according to their permissions.
Create user accounts for your employees (internal users) and / or for your partners/customers or suppliers (external users).
Creating a user only requires saving a name, a login and a password. Many other options and data can be set, like its job position, gender, notes, attaching external files, status… Set also a user color so you can identify easily user events on the agenda module.
Define the hierarchy of your employees / users
Set the hierarchy of your employees, so when filling in leave requests or expense reports, the supervisor of the employee will be informed to validate the request.
Define hourly rate for each of your employees
Define an hourly rate for each employee, so if they use the timesheet feature, their time spent will be converted into a value in your currency. If you use the module Project, you will be able to see cost of time spent by your employees as part of profitability of your projects.
Set user e-mail and a nice corporate email signature
Saving an e-mail on users card will allow those users to send e-mails from Dolibarr. Their signature will be displayed in each e-mail sent from Dolibarr.
Set permissions on your users or groups
You can prevent user to have access to Dolibarr features and confidential data defining user permissions on user card permissions tab.
If you have a lot of users, create groups, define permissions on groups and assign users to those groups.
Personalize display for each user
Each user can personalize its environment, including language, theme, entry page but also dashboard.
Leave requests, expenses reports
Depending on enabled features and on permissions, users will have the ability to create leave requests or expense reports. All these elements will have to be approved by a supervisor who will be informed by e-mail when a pending leave request or expense report appears.
CMS – Website
A CMS module to build your Website in few minutes.
Build quickly your company public website or private intranet and reuse all information available in your ERP to make your site dynamic.
Create your web site
Use existing website templates to save you time and get a web site ready in few seconds.
Or create a website and page contents from scratch, directly from the website editor. You don’t need technical knowledge. But if you are an experienced webmaster, you can use the HTML or CSS embedded editor to build a more professional web site.
You can export, clone and import a full website in few clicks.
Use the container/page architecture to mutualize content
Organize pages or contents into containers. Include any container/page into other containers/pages (For example, you can have a top container to define the template of web site that includes a container for your header, another one for your footer and another one for the main content). There is no limit on number of level of embedded containers/contents, so you have a more powerfull and more flexible CMS than any other old traditionnal CMS like Joomla, WordPress or Drupal where position of contents is defined by a the template.
Test your website with no need of any external web server
Dolibarr include its own web server so you can preview your web site content with no need to install a web server.
Include dynamic content in your website
Because the website is integrated into your ERP, you can include any data coming from your ERP easily. All objects to read your data are automatically available and can be accessed and manipulated using PHP snippets that you can embed into your web pages/containers when you need them.
Serve your website with your own server like Apache or Nginx
Once your site is ready to be online, just create a virtual host in your favorite web server like Apache, Nginx, etc, that point to the directory where your website pages were generated and your website is running, including dynamic content provided by your ERP and even if your ERP is not exposed on Internet.
Products, Services
Manage your product and service catalog, your prices and margin
Manage your products and services catalog
Create and update your product or service catalog. You will be able to reuse them in any other features with one click (proposals/quotations, orders, invoices, stocks). Manage differently the sale or purchase status.
A lot of native data can be defined on products and services cards such as sale prices, tax rate, duration or dimension, cost price, accounting accounts, stocks, notes or add your own personalized fields…. Describe your products or services in any language of your choice. Any data will be reused, to save you time, in other modules.
Attach any files (Pictures, Photos, PDF notices, …) to your products.
Clone Products and Services to create new ones in few clicks, or reuse the Variant feature to generate variant products (similar products with a different color or size for example)
Manage your selling and buying prices
Define your selling and / or buying prices, and keep history of all your changes. Define your prices per customer segment, per quantities or per customer.
Follow your products or services performance
Filter your product catalog on any property of your choice,
Some predefined statistics reports allows you to get graphics showing you the quantity and amount of products and services offered in proposals, orders and / or invoices.
Margins
If you use purchase features, the margins module may help you to get financial data and margins for each product and service.
And more …
Kit / Virtual products
Define virtual products with quantities of sub-products, so when stock of your virtual product is modified, stocks of sub-products can also be modified automatically.
Variant products
You if need to sell variant of a product (for example a dress can be pink, blue, size S or XL), use the variant editor to create your variants quickly and easily.
Stock, lot or serial management
Choose the way Dolibarr will manage your stock automatically for you, decide per product, if you need to follow serial or lot number, by using the Stock module and let the application calculate your Weighted Average Price (WAP).
Billing & Payments
Manage the invoices and payments of your customers or suppliers
Create your Invoices
Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet. Depending on the modules/features you enabled, you can also generate your invoice from your proposals (module Proposal), your orders (modules Order), your contracts (module Contract) and/or interventions (module Intervention). If the module margin is enabled, margin can be calculated from the best supplier, the cost price or the Average Weight Price of your products. You will get margins statistics per product, customer, date…
Include predefined products to save you time, or enter full content manually.
If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the invoice form.
Your invoices can also be generated automatically using the recurring template invoices.
The document of your invoice (PDF, ODT, …) is automatically generated and updated.
Send your invoice and manage payments
Send your invoice by Email directly from the application. Use your predefined email templates so your email content is automatically filled.
Generate a Direct Debit SEPA file for automatic batch bank payments and follow its integration by your bank. Close your invoice to paid automatically once bank has processed your SEPA file.
Provide your customer a link to pay online, using Paypal, Stripe, Paybox, …
Follow status of your open Invoices
List and display all your orders. Choose which information you want to see on your lists. Filter and sort them on any criteria.
With the batch feature, send easily reminds for all your unpaid invoices.
Analyse your billing performance
Use predefined statistics pages to get useful information of your sales representative performance.
Export your Invoices and payments with the Export module to reuse them with external tools, or connect directly your existing BI suite to the open database for Big Data analysis.
EMailing
Create and send mass e-mailing campaigns without any external tool
Create your Emailing content with a friendly editor
Create emailing campaigns using an easy to use WYSIWYG editor or for advanced users, an HTML editor. You can also attach files to your sent emails.
Personalize the e-mail template using variables that will be replaced with personalized values for each recipient, like
- First name, Last name, Email of recipient, signature of emailing author.
- Invisible markers to track if email is read or not.
- An easy to use links to allow recipients to unsubscribe in one click to your mass emailing campaigns.
- And more variables depending on other modules you activated…
Select your recipients from your existing data
Select the recipients of your emailing campaign among a list of predefined targets : You can select among any customer, supplier, partner, employees or from an external source. The recipients selector gives the ability to choose mail addresses depending on a lot of criteria for an accurate targeting.
Combine different sources if you need. The application will automatically discard duplicated emails.
Test your campaign in one click
Send your email to few test emails to validate your setup with a real email reader.
Send your emailing campaign
Send your email campaign from the web interface or from command line. Use your own or third party external SMTP server.
Track sending status per recipient to know which email was sent or not, who has opened the email and who has decided to unsubscribe.
Duplicate your campaign to quickly restart it later
Once the e-mailing campaign is sent, the status is updated letting you know whether the e-mails have been sent properly or not. If all the mails have not been sent, you can retry to send them later.
Or just duplicate your campaign, content and/or recipients to start a new campaign in few clicks.
For further features…
If you prefer using the web interface (and not only the SMTP service) of a third party E-mailing service (MailChimp, SendInBlue, SendGrid, …), you can check if a connector is available for your version on the Dolistore.
Opportunities
Create and follow all your leads / commercial opportunities
Create your Lead / Opportunity
Create your lead or opportunity.
Include predefined products to save you time, or enter full content manually. Attach any external document.
If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.
Use your opportunities for a 360 degree view
Create your quotes, commercial proposals and send them by Email from the application. Enter also events or remind in the agenda. Link any data (events, quotes, orders…) to your opportunities so you can find easily all information past and to come around your opportunity.
Define an amount and a probability on your opportunities, so you can have an idea of what will be your coming turnover (opportunity amount averaged with the probability)
Change status of your opportunities into “Won” or “Lost”. If the lead is won, you can also reuse the project to create new tasks to start and follow the production.
Follow your open opportunities
List and display all your open or close opportunities. Choose which information you want to see on your lists. Filter and sort them on any criteria.
Analyse your performance
Use predefined statistics pages to get useful information of your company or your sales representative performance.
Like any other data, export your Opportunities with the Export module so you can reuse them with third-party tools, or connect directly your existing Data analysis tool to the open database for Big Data analysis.
Expense Reports
Let your employees record their expense reports. Approve and follow their payment.
Expenses reports feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
Expense report requests
Let your employees fill in their expenses reports. A permission system tell who can and can’t record such requests.
Join any files (proof of purchase, receipts, bills, …) to the expense report.
Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics. If you use the module Accounting, each type of expense may be dispatched into a different accounting account.
Link expense reports to your lead/projects and retrieve them in the project overview.
Validate and send e-mail for approval
Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
Approve the expense report
As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
Refuse the expense report or approve it. And let your employee know why an request was refused.
Pay the expense report
Follow which expense report was payed or not.
Export data
Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
eCommerce
Sells online with your own E-Commerce platform or use the embedded E-Commerce CMS.
If you use an external eCommerce solution
If you have an online shop / eCommerce platform, you can synchronize it with Dolibarr ERP CM using external synchronisation modules. You may find external modules developed by third parties on www.dolistore.com for most major Open Source E-Commerce solution.
Most eCommerce solution are fully or partially supported, like Prestashop, Magento, OsCommerce, OpenCart, etc.
Or use the embedded eCommerce solution
In a future, Dolibarr will provide its own eCommerce module so you won’t need to install synchronisation services between your ERP and your eCommerce. The integration will be ready on the box. Date of availability is end of 2021.
Stocks and warehouses management
Manage stock and warehouses (emplacement)
If you need to, you can add support for Lot or Serial numbers
Warehouses
Organize your warehouses and emplacements. Use them to store your products and define movements. Follow you stock per product references, warehouse, date and or lot/serial number.
Get an always up to date valorization of your stock using Weighted Average Price calculation or Standard calculation.
Stock movements
Record your stock movement manually and / or ask your application to increase or decrease your stock automatically (on invoice, on order or on shipment validation…)
Retreive any movement in your log record
Automatic virtual stock and easy reassort process
Take your stock workflow setup in consideration to always get the real stock or virtual stock (stock once all your customer or supplier orders will be shipped).
Use both your real stock or virtual stock to make your reassort in few clicks.
Make mass stock change, inventory or transfer in one step
Use the stock transfer page to record in one transaction several stock change.
Define a desired quantity for each product so the replenishment tool will be able to generate supplier orders automatically to restore your stock level. See page Purchase/Approvisionning.
Lot and serial management
If you need to, you can use the Lot/Serial number management. Products defined to be managed by Lot will require a lot number for each move. You can also set properties to your lot like Sell-by date or Eat-by-date.
Follow your stock by Lot and retreive detail of stock and movements for a particular lot at any time.
Manage stock and warehouses (emplacement)
If you need to, you can add support for Lot or Serial numbers
Warehouses
Organize your warehouses and emplacements. Use them to store your products and define movements. Follow you stock per product references, warehouse, date and or lot/serial number.
Get an always up to date valorization of your stock using Weighted Average Price calculation or Standard calculation.
Stock movements
Record your stock movement manually and / or ask your application to increase or decrease your stock automatically (on invoice, on order or on shipment validation…)
Retreive any movement in your log record
Automatic virtual stock and easy reassort process
Take your stock workflow setup in consideration to always get the real stock or virtual stock (stock once all your customer or supplier orders will be shipped).
Use both your real stock or virtual stock to make your reassort in few clicks.
Make mass stock change, inventory or transfer in one step
Use the stock transfer page to record in one transaction several stock change.
Define a desired quantity for each product so the replenishment tool will be able to generate supplier orders automatically to restore your stock level. See page Purchase/Approvisionning.
Lot and serial management
If you need to, you can use the Lot/Serial number management. Products defined to be managed by Lot will require a lot number for each move. You can also set properties to your lot like Sell-by date or Eat-by-date.
Follow your stock by Lot and retreive detail of stock and movements for a particular lot at any time.
Bank Reconciliation
Make your reconciliation to detect any missing or typing errors of payment recording
Make the reconciliation of your bank account from the same grid than the list to consult your bank account. Use filters to flag several lines at once as reconciled.
Get warnings when number of record not reconciled is too high.
Keep history of your bank receipts and read them without leaving your application.
Surveys
Ask your employees or partners their choice or opinion on any topic. Give your contacts an online access to the poll.
You can create polls to determine the best date for a meeting, to vote for an election, or any other topic. Several options such as receiving email for each vote, writing comments, make vote public or private can be enabled.
Create the poll or survey and add the questions you want to ask
Choose the best type of poll matching your need (date poll to select different days/hours in a calendar, or vote/standard poll to select with a list yes/no or for/against). Define the title, a closing date and a description that will be displayed on the public or private poll page. Create as many questions/answers as you need.
Choose among several options like :
- Receive an email for each vote.
- Allow voters to add comments in the poll.
- Allow voters to see or not other people’s vote.
The module will give you an URL related to your survey to allow people to vote with any browser…
Ask your employees, colleagues or partners to vote
Send the created poll link by email or put the poll link online on your website, so people can vote and maybe post comments. All this in few clicks only.
You can also use the mass emailing module of Dolibarr to inform your contacts of the poll availability !
Read and download the poll results
In the end, you can administer your polls and surveys, read, download and analyze the results of your polls and surveys from the back office.
Retrieve all your polls, past, current and to launch. Find a summary of votes and details for each voters, read comments, close or reopen a poll at any time.
Interventions
Create intervention record.
Convert your interventions into invoices to bill your customers.
Create intervention record to track intervention to do or done. Attach your intervention to a project if you want to have your intervention visible in the 360 degree view of projects.
Use any predefined products or services to fill quickly your intervention record, or enter specific description.
Link your intervention with events on the agenda, projects, orders, etc…
Convert your interventions into commercial proposals or invoices according to your desired workflow.
Quotes / Proposals
Create and send, with no delay, pretty proposals to your prospects or old customers…
Create your Quote or Commercial Proposal
Create your quote from your prospect/customer sheet, or in one click by reusing a previous proposal.
Include predefined products to save you time, or enter full content manually.
If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.
Process your commercial proposal
The PDF of your proposal is automatically generated and updated.
Send your quote of a selection of quotes by Email directly from the application. Use your predefined email templates so you even don’t have to type any text.
Depending on the modules/features you enabled, you can also convert your proposal into an order (module order), a contract (module contract), intervention (module intervention), invoice (module invoice) or any combination of this. If the module margin is enabled, you can also have a look immediately of the margin of your proposals.
Change status of your proposals into “Refused” or “Signed”. Your prospects are converted into customers automatically, as soon as a proposal is signed.
Follow status of your open commercial proposals
List and display all your quotes. Choose which information you want to see on your lists. Filter and sort them on any criteria.
Analyse your performance
Use predefined statistics pages to get useful information of your company or your sales representative performance.
Export your Proposals with the Export module to reuse them with external tools, or connect directly your existing BI suite to the open database for Big Data analysis
Purchase and Supply
Manage your Purchase Orders workflow, Restock your warehouses.
Purchase orders
Create Purchase Order, Approve, Receive and Bill your Purchase Orders .
Grant users or groups permissions on the workflow. Defined threshold to email notifications automatically.
Receive your products
If you follow your stock, use the stock dispatching wizards to receive products in your emplacement / warehouses.
Valorisation of your stock is always up to date. Calculation of Weighted Average Price can be done automatically.
Procurement management
Use the wizard to provision your warehouses based on defined optimal quantities. Take into consideration open customer orders and open purchase orders to get automatically the wrong quantity to buy. Generate automatically your Purchase Orders.
Double entry accounting
Use all your data to generate automatically your ledger
Dolibarr has a dedicated and independent feature to setup your accountancy and dispatch all data already recorded (products, sales, purchases, expense reports, salaries, …) into your ledger tables. So your accountancy can be done in few clicks with very a low need of book keeper knowledge.
Setup your chart of account and your accounting number
Use predefined chart of accounts or setup your own chart of account.
When you create a new customer, vendor, predefined product, bank account, vat rate or type of expense report, you can set, during creation or record, the accounting number, or, if you prefer or if the users has no accounting knowledge , a bookkeeper can set them in one step a posteriori from dedicated setup pages. You can also mix the two methods.
Validate the accounting number before they are sent into your Ledger
At the frequency of your choice, analyze all accounting records (sales, purchases, bank transactions, expense reports) and use the wizard to track input errors or fix manually what need a particular change.
Journalize your validated records into your Ledger.
Analyze your Ledger, balance, …
Use predefined reports to analyze your report or track input error the frequency of your choice, analyze all accounting records (sales, purchases, bank transactions, expense reports) and use the wizard to fix manually what need a particular change.
Journalize validated records into your ledger.
Export your ledger into the format of your choice
Once your ledger is complete, you can export it, or just a filtered date range or journal, into a lot of predefined accounting software format (CSV, EBP, CogiLog, CEGID, SAGE, …).
Agenda
Use the Dolibarr Agenda as a common shared calendar enhanced with features dedicatedto your ERP / CRM (links to your customers, employees, projects, invoices, …)
Create manually events, past or future
Record your events in the embedded agenda : Past events for tracking purpose, or Future events for remind purpose. Assign events to a customer/contact, project and/or users.
If the module Resources is activated, you can also assign resources to your event, for exemple to track which room is occupied, which car is hired or which video projector is reserved, when and by who
Setup module to define events to be recorded automatically
Using the setup of Agenda module, you can decide to record automatically events related to any business action that occurs into application (For example, track your order, proposal or invoice status change, track creation or deletion of new customers, …)
Read events into different agenda views
Read and search events using filters to see only events you are interesting on (by user, customer, project, status or type).
If you need, include in the agenda view, any events recorded into an external calendar (in read-only mode using the ical/ics import). Or export your events into any external calendar using the ical/ics export link.
You can use different rendering views to read your events (view by day, by week, by month, by user, or simple list). For example, the view “per month” or “per week” is interesting to show past or coming events while the view “per user” is great to see which user is busy or free to find the best moment to create a new meetings.
Orders
Dolibarr can manage your customer and supplier orders.
Manage your workflow order and products stock according to your rules.
Create your Order
Create your orders from your customer sheet, or in one click by reusing a signed proposal or contract to save time.
Include predefined products to save you time, or enter full content manually.
If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.
Process your Order
The PDF of your order is automatically generated and updated.
Send your order acknowledgement by Email directly from the application. Use your predefined email templates so you even don’t have to type any text.
Depending on the modules/features you enabled, you can also convert your order into a contract (module contract), intervention (module intervention), invoice (module invoice) or any combination of this. If the module margin is enabled, you can also have a look immediately of the margin of your orders.
If you decide to manage shipments, close automatically your orders when all shipments are done. Depending on your setup, if you need to manage stock, your stock may also be increased/decreased.
Follow status of your open Orders
List and display all your orders. Choose which information you want to see on your lists. Filter and sort them on any criteria.
Analyse your sales or delivery performance
Use predefined statistics pages to get useful information of your sales representative performance.
Export your Orders with the Export module to reuse them with third-party tools, or connect directly your existing BI suite to the open database for Big Data analysis.
Timesheets
Enter time spent on user friendly time sheets. See impact on project profit.
Fill your time sheet using the interface that suits your need
Several solutions are available to enter your time sheets, from a week grid… from a day grid…
Input per week
Input per dayor from the project or from a specific task…
Enter (or not) the progression at the same time your enter your time on a task.
See impact of time spent on project profit
If a hourly rate is defined on user record, the time spent is automatically converted into your currency and this is included into your project overview profit.
Shipments
Use the shipping module to track your picking list, orders and quantity to ship or shipped
Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship.
Define the planned date of delivery for each of your shipment so you can process them by priority or follow late shipments. If you need more information on your shipment, you can setup application to manage any other custom fields you need.
Your stock is updated automatically when you make a new shipment. And record of your stock movement are directly linked to the shipment.
Easily track your shipment with a direct link to the transporter tracking tool that is automatically filled.
Manufacturing
Materials Resources Planning
BOMs
Define your nomenclatures (BOMs) to produce new products.
Soon available in v10…
Manufacturing Orders
Reuse the predefined BOMs to generate your Manufacturing Orders.
Soon available in v11…
Lot and serial management
If you need to, you can use the Lot/Serial number management. Products defined to be managed by Lot will require a lot number when manufactured.
Follow your production by Lot and retreive detail of stock and movements for a particular lot at any time, from the production to the customer shipment.
In questo contesto O.P.G si pone come partner accreditato a sviluppare moduli 100% compatibili con la suite DOLIBARR e può supportare l’impresa per tutto quello che riguarda la consulenza, l’hosting, l’installazione, la formazione, il supporto tecnico e sopratutto la personalizzazione. L’esperienza decennale sulla Suite Dolibarr e le competenze tecniche permettono la realizzazione di moduli personalizzati che, integrando le funzionalità base di Dolibarr, lo adattano alle specifiche necessita dei clienti.
CRM Avanzato
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Il modulo “CRM Avanzato” inserisce in Dolibarr funzionalità tipiche dei prodotti CRM (Customer Relationship Management) avanzati. Tutte le “attività” effettuate verso il cliente sono assegnate ad un dipendente, tracciate e categorizzate, Le mail e gli SMS inviate a i clienti sono inoltre automaticamente inseriti nelle “attività”. La gestione delle Campagne a cui tutte le attività possono far riferimento unitamente a strumenti di analisi e statistiche completano le funzioni del modulo. |
ECM Avanzato
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Il modulo “Documenti Avanzato” estende le funzionalità di quello standard “Documenti”. Come nel modulo standard di Dolibarr, permette l’upload di documenti manuali, ma, in aggiunta, questi documenti possono essere classificati in categorie e associati a uno o più tags. Ogni documento automatico (ordini, fatture, …) viene inoltre, al momento della sua creazione , memorizzato nel database e opportunamente classificato. Un potente motore di ricerca, che permette interrogazioni sul database dei documenti, completa le funzionalità del modulo. |
Interventi Avanzato
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Il modulo “Interventi Avanzato” è stato pensato per tutte aziende la cui gestione degli interventi sul cliente rappresenta una parte essenziale dell’attività lavorativa. La gestione del flusso dei dati parte dalla pianificazione degli interventi sull’Agenda, quest’ultima è stata migliorata inserendo la possibilità di vedere gli interventi sulla mappa e di calcolare il percorso più breve per raggiungere il cliente. Succesivamente gli eventi sono trasformati in interventi e questi possono:
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Eventi Ricorrenti in Agenda
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Il modulo “Eventi Ricorrrenti in Agenda”permette, di duplicare per n volte un evento dell’agenda, utilizzando diversi criteri di ricorrenza (giornaliero, settimanale, mensile, annuale) per il numero definito di volte o fino alla data desiderata. |
Invio Fatture Via Email
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Il modulo “Invio Fatture via Email” permette di comprimere i pdf delle fatture e di allegarli ad una mail. Può essere utilizzato, ad esempio, per inviarle al proprio commercialista. In questo modulo: – le fatture dei clienti e dei fornitori possono essere gestite separatamente e inviate a indirizzi differenti – i documenti collegati alle fatture possono essere inclusi (o meno) nel file zip Al termine, le fatture sono contrassegnate come “inviate” e escluse o meno negli invii successivi. |
Rimborsi Chilometrici
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Permette di stampare i rimborsi chilometrici dal modulo Nota spese. Le righe di nota spesa relative ai rimborsi chilometrici saranno individiare e stampate su un modulo a parte. |