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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]