Quick Start

Guide

Dolibarr ERP/CRM

3.6
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Introduction

The fourth edition of this book is published while the reputation of the ERP/CRM
Dolibarr is already well established. More than twelve years after the first lines of
code were produced by Rodolphe Quiédeville ( here on the Dolibarr booth at the
“ Solutions Linux ” Exhibition in Paris in May 2014), ERP/CRM Dolibarr has become
a staple in the world of Open Source softwares and is now led by Laurent
Destailleur, helped by the kingpin Régis Houssin (currently invested in the
adventure of developing a fork of Dolibarr). The last exhibition “ Solutions Libres
& Open Source Linux ” in May 2014 in Paris reinforced this assertion ( see ).
The final version 3.0 of Dolibarr is a major development. All functional modules
have been improved and many other features have been added. If the application
has been technically internationalized since its version 2.6, it only started to be
the same at the functional level with the 3.0 version. The 3.6 version of Dolibarr
(the latest version to date) is a step further in the already recognized maturity of
the ERP & CRM management solution for professional or non-profit activities the
most accessible to SME.

The new translation process based on transifex is ready for Dolibarr translation.
With this new process, helping translate Dolibarr has never been easier! No
technical knowledge is required, simply create an account onto transifex.com and
translate from the interface.
The Dolibarr Foundation has also linked the system to Google Translate , which
allows you to have automatic translation suggestions if needed. This further
reduces the working time.
Translations submitted on transifex are frequently synchronized with Dolibarr
official development sources.

Note that for now, the new system must be used for all languages except en_US
(the source language), fr_FR, es_ES and es_CA (whose contributors are still using
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mostly GitHub). Same goes for “ alternative languages ” (eg es_MX, es_PR, es_PY)
as these are variants of another language (eg es_ES) and need to maintain only the
files with delta of keys that differ. For any other language, thank you for helping
us translate Dolibarr by registering as online translator Dolibarr on the page
https://www.transifex.com/projects/p/dolibarr/. In just a few minutes you can
complete/correct your language. You can also simply “ approve ” the translations
that are already translated but not yet approved.

Features and development rules have also been expanded in order to improve the
quality and efficiency of the DoliStore platform for additional plugins. Most
modules of this platform have also been updated in parallel and are available
along with the release of Dolibarr.
Note that since its version 3.4.0 Dolibarr is released under license GPLv3 +.

Objectives and content of this book

The author — Philippe Grand (aka grandoc) — participating himself actively to the
Dolibarr_wiki, this book was largely inspired by the latter. The content of this
book is licensed under a Creative Commons (CC-BY-SA).

Dolibarr being modular by nature, this document describes module by module the
steps to achieve the basic processes through Dolibarr.
This user guide claims to give users a comprehensive, fast and non-specific
overview on each processes and features. Therefore, this guide allows the user to
easily refresh his knowledge on the ERP/CRM Dolibarr, in case of oversight. Please
remember that it is not a comprehensive manual, only a quick start guide.

Warning: The book's explanations and demonstrations are made on the 3.6.0
Dolibarr version, it is not a final version. This guide is constantly updated,
therefore we recommend that you give your full attention to new releases that
follow the evolution of Dolibarr and that will be available to users on the
DoliStore.
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Table of contents

1. Changelog
2. Installation
2.1. Introduction
2.1.1. Doliwamp, the Dolibarr installer for Windows
2.1.2. Installation steps
2.1.3. From github sources
3. First settings
3.1. Set Up
3.1.1. Company/Foundation
3.1.2. Modules
3.1.3. Menus
3.1.4. Display
3.1.5. Users
4. Members
4.1. Introduction
4.2. Member Type
4.2.1. Creating a new member type
4.2.2. Amend a members type
4.2.3. Delete a members type
4.3. New Membership
4.3.1. Creating a Member
4.3.2. Amend a Member
4.3.3. Delete a Member
4.3.4. Hidden Options
5. Third parties
5.1. Introduction
5.2. Third parties
5.2.1. Creating a new third party (prospect, customer, supplier)
5.2.2. Amend a third party (prospect, customer, supplier)
5.2.3. Delete a third party (prospect, customer, supplier)
5.2.4. Hidden Options

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 5.3. Contacts/Addresses
5.3.1. Creating a new contact/address
5.3.2. Changing a contact/address
5.3.3. Delete a contact/address
5.3.4. Hidden Options
5.4. Suppliers categories
5.4.1. Creating a new supplier category
5.4.2. Changing a supplier category
5.4.3. Delete a supplier category
5.5. Categories customers/prospects
5.5.1. Creating a new category of customers/prospects
5.5.2. Changing a category customers/prospects
5.5.3. Deleting a category customers/prospects
6. Products /Services
6.1. Introduction
6.2. Products
6.2.1. Creating a new product
6.2.2. Modify a product
6.2.3. Delete a product
6.2.4. Hidden Options
6.3. Stock
6.3.1. Configuring the stock module
6.3.2. Creating a new warehouse
6.3.3. Changing a warehouse
6.3.4. Delete a warehouse
6.3.5. Replenishment
6.3.6. Mass stock movement
6.3.7. Weighted average price
6.3.8. Hidden Options
6.4. Barcode
6.4.1. Configuring the barcode module
6.4.2. Using barcodes
6.4.3. Using barcodes with UltimatePdf
6.5. Categories
6.5.1. Creating a new category
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 6.5.2. Changing a category
6.5.3. Delete a category
6.6. Shipments
6.6.1. Configuring the Shipments module
6.6.2. Creating a new shipment
6.6.3. Changing a shipment
6.6.4. Deleting a shipment
6.6.5. Hidden Options
6.7. Services
6.7.1. Creating a new service
6.7.2. Modify a service
6.7.3. Delete a service
6.7.4. Hidden Options
7. Commercial
7.1. Introduction
7.2. Commercial Proposals
7.2.1. Creating a new proposal
7.2.2. Closing a proposal
7.2.3. Create invoice or credit
7.2.4. Hidden Options
7.2.5. Real case scenario
7.3. Customer's Orders
7.3.1. Create a new order
7.3.2. Sending/Receiving
7.3.3. Hidden Options
7.4. Supplier's Orders
7.4.1. Creating a new supplier's order
7.4.2. Receiving a supplier's order
7.4.3. Delete a supplier's order
7.4.4. Modifying a supplier's order
7.5. Contracts
7.5.1. Creating a new contract
7.5.2. Closing a Service
7.6. Interventions
7.6.1. Creating a new intervention
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 7.6.2. Changing an intervention
7.6.3. Deleting an intervention
7.6.4. Hidden Options
8. Accounting/
Treasury
8.1. Introduction
8.2. Customer's Invoices
8.2.1. Create a customer's invoice
8.2.2. Changing a customer invoice
8.2.3. Delete a customer's invoice
8.2.4. Reduce the amount and/or balance due
8.2.5. Hidden Options
8.2.6. Scripts
8.3. Supplier's Invoices
8.3.1. Creating a Supplier's Invoice
8.3.2. Modify a supplier's invoice
8.3.3. Delete a supplier's invoice
8.3.4. Entering Payments
8.3.5. Sort the invoice
8.3.6. concrete case
8.4. Orders to bill
8.4.1. Managing an order invoice
8.4.2. Changing an order invoice
8.4.3. Delete an order invoice
8.4.4. Specific case
8.4.5. Hidden Options
8.5. Special expenses
8.5.1. Creating an expense
8.5.2. Changing an expense
8.5.3. Deleting an expense
8.6. Reporting
8.6.1. Income/Expense by third parties
8.6.2. Turnover by third parties
8.6.3. Turnover by user
8.6.4. Sales Journal
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 8.6.5. Purchases Journal
8.7. Margins
8.7.1. Manage production costs/purchase price
8.7.2. Manage your sales representatives
8.7.3. Entering a material document
8.7.4. Case of discount
8.7.5. Overall summary
9. Bank/Cash
9.1. Introduction
9.2. Bank/Cash
9.2.1. Creating a new financial account
9.2.2. Creating an heading categories
9.2.3. Creating a bank transfer
9.2.4. Hidden Options
9.3. Checks deposits
9.3.1. Creating a new deposit
9.3.2. Changing a deposit
9.3.3. Delete a deposit
9.4. Standing orders
9.4.1. Creating a new standing order
10. Projects
10.1. Introduction
10.2. Projects
10.2.1. Creating a new project
10.2.2. Deleting a project
10.3. Tasks/Activities
10.3.1. Creating a new task
10.3.2. New time consumed
11. Human Resource Management
11.1. Introduction
11.2. Holidays
11.2.1. Apply for holidays
11.2.2. Edit demand
11.2.3. Delete a demand
11.3. Trips and expenses
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 11.3.1. Create an expense
11.3.2. Modify an expense
11.3.3. Delete an expense
12. Tools
12.1. Introduction
12.2. Emailings
12.2.1. Creating a new Emailing
12.2.2. Amend an Emailing
12.2.3. Delete an Emailing
12.2.4. Hidden Options
12.3. Export Assistant
12.3.1. Creating a new export
12.3.2. Hidden Options
12.4. Import Assistant
12.4.1. Create a new import
12.4.2. Hidden Options
12.5. Print barcode
12.6. Poll
12.6.1. New poll
12.6.2. List
13. Organizer
13.1. Introduction
13.2. Events
13.2.1. Creating a new event
13.2.2. Edit an event
13.2.3. Delete an event
14.Complementary
Modules
14.1. Introduction
14.2. Ultimatepdf
14.2.1. Informations
14.2.2. Features
14.2.3. Prérequis
14.2.4. Installation
14.2.5. Setup
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1. Changelog

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ChangeLog for 3.6 compared to 3.5.*

For users :

- New: Update ckeditor to version 4.

- New: Add form “search customer order” on commercial main page.

- New: Can create contract from an order.

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- New: Add list of orders products in tab “consumption” on thirdparties. ( In fact within
Dolibarr 3.6 tab is still named « Refering objects »).

- New: Add graph stats for suppliers orders in tab “stats” on products.
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- New: Add option MAIN_HIDE_INACTIVETAB_ON_PRINT to hide inactive tabs when you
use the “print” view on screen.

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- New: Add option MAIN_AUTO_TIMESTAMP_IN_PUBLIC_NOTES and
MAIN_AUTO_TIMESTAMP_IN_PRIVATE_NOTES to automatically add timestamp and user
line into edition field when editing a note.
- New: Add button “cancel” into edition of notes.

- New: Improved Barcode module ( Go to chapter: 6.4. Barcodes ):

Can input barcode during product creation step.
Add autonumbering of barcode value for products.
Add a page/tool for mass barcode generation.

- New: Improved Opensurvey module ( Go to chapter: 12.6. Survey ):

Added options to disable comments and disable public votes.
Limit dates use calendar popup.
Description of survey use wysiwyg editor.
More information shown on result tab.
Renamed “survey” into “poll” (better translation).

- New: Add filter on text and status into survey list. Can also sort on id, text and date end.

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- New: The box “balance of bank accounts” show all opened accounts.

-New: Add option MAIN_ADD_SALE_REP_SIGNATURE_IN_NOTE to add sale representative

into public note of generated documents.

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- New: Add warning if supplier payment is higher that due amount.

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- New: Increase length of url into bookmark module.
- New: Automatic events sending mails add info about linked objects into email content.
- New: Price management enhancement (multiprice level, price by customer, if
MAIN_FEATURES_LEVEL = 2 Price by qty).
- New: Add option MAIN_FAVICON_URL.
- New: Created {line_price_ht_locale}, {line_price_vat_locale} and {line_price_ttc_locale}
ODT tags.
- New: Add filter on project status into task list. By default, only “opened” project are
visible.
- New: Status “validated” for project are renamed into “opened”.
- New: Add barcode fields into user database.
- New: Add manager name (ceo, director, president...) into main company information
page.

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- New: Add field url as product properties.
- New: More options to create a credit note (can be filled automatically according to
remain to pay).
- New: Can define custom fields for categories.
- New: Prepare generation of SEPA files into module withdrawal.
- New: [ task #1164 ] Add “Ref. supplier” search box in supplier orders
- New: [ task #1345 ] Can filter on status for supplier order.
- New: Add option FACTURE_SENDBYEMAIL_FOR_ALL_STATUS to allow to send invoice
by email whatever is its status.
- New: Add filter date in bank writing list page.
- New: Extrafields can be used as substitution key %EXTRA_XXX% into emails texts for
members.
- New: Add categories translation.
- New: Improved tax module: Add specific page for salaries payment
- New: Add composer.json file so Dolibarr can be publish onto packagist.org.
- New: The combo list of juridical status is now sorted
- New: [ task #926 ] Add extrafield feature on order lines.
- New: [ task #927 ] Add extrafield feature on Proposal lines.
- New: [ task #928 ] Add extrafield feature on invoice lines.
- New: Paypal/paybox email sent after backcall of a payment is now a formated and
translated HTML content. For member subscription renewal, there is also a link to
member.

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- New: Enable option “clone target emailing”.

- New: When a subscription is recorded with invoice and payment:

- the document (PDF) of invoice is also generated.
- the invoice is set to status paid.
- New: Can enter holiday for someone else if user has permission for.
- Fix: Project Task numbering customs rule works.
- Fix: Add actions events not implemented.
- Fix: Price min of composition is not supplier price min by quantity.
- Fix: [ bug #1356 ] Bank accountancy number is limited to 8 numbers.
- Fix: [ bug #1478 ] BILL_PAYED trigger action does not intercept failure under some
circumstances
- Fix: [ bug #1479 ] Several customer invoice triggers do not intercept trigger action
- Fix: [ bug #1477 ] Several customer invoice triggers do not show trigger error messages
- Fix: [ bug #1471 ] Several PHP warnings when intercepting USER_CREATE trigger.
- Fix: [ bug #1517 ] Packages sizes.
- Fix: [ bug #1521 ] The second order's page from a provider shows all orders

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For translators :
- Update language files.
https://www.transifex.com/projects/p/dolibarr/

For developers :
- New: Add path file of trigger into admin trigger list page.
- New: More phpunit tests.
- New: Payments and supplier payment pages tabs can now be extended from modules.
- New: Add option 'aZ' into GETPOST function to check parameters contains
only a to z or A to Z characters.
- New: Opensurvey polls tab cards can now be extended from external modules.
- New: Triggers OPENSURVEY_CREATE, OPENSURVEY_DELETE added.
- New: Add new hook function addMoreActionsButtons to allow a module to add/replace
action buttons into an element.
- New: Normalize code for barcode generation to match other modules.
- New: Uniformize code for contacts forms.
- New: Add some hooks for financial reports.
- New: A module can add its own ECM view.
- New: A module can disable a standard ECM view.
- New: Add multilang support into product webservice.
- New: Add hooks on project card page.

WARNING: Following change may create regression for some external modules, but was
necessary to make Dolibarr better:

- The deprecated way (with 4 parameters) to declare a new tab into a module descriptor
file has been removed. You must now use the 6 parameters way. See file
modMyModule.class.php for example.
- Remove the javascript function ac_delay() that is not used anymore by core code.
- Properties « dictionaries » into module descriptor files has been renamed into «
dictionaries ».
- Method form->select_currency() has been removed. Use instead print form-
>selectCurrency().
- Method form->select_methodes_commande() has been renamed into english name
selectInputMethod().
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- The following hooks are now 'addreplace' hooks: « formCreateThirdpartyOptions »
So check that return value is 0 to keep default standard behaviour after hook or 1 to
disable default standard behaviour.
- Properties « civilite_id » were renamed into « civility_id ».
- Remove add_photo_web() that is not used anymore by core code.

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2. Installation

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 2.1. Introduction
2.1.1. Doliwamp, the Dolibarr installer for Windows
DoliWamp is a special “ all in one ” package installer for Windows
(Dolibarr+Mysql+Apache+PHP). It's a dedicated Dolibarr version for Windows
newbies with no technical knowledge. This package will install or upgrade
Dolibarr but also an all prerequisites like the web server, and the database in
one autoinstall process.
If you have technical knowledge in web administration and plan to share your
server instance (Apache, Mysql or PHP) with other projects than Dolibarr or
want to use Dolibarr other components (PostgreSQL), you should not use this
assistant and make a manual installation of Dolibarr on your existing server by
downloading the standard package (.tgz or .zip file).

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We will take first the example of installing a local version using Doliwamp, the
Dolibarr installer for Windows. First go get the sources on Sourceforge :
http://sourceforge.net/projects/dolibarr/files/

2.1.2. Installation steps

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Follow all steps of the installation step by step, before arriving at the actual
installation of Dolibarr. Click on the buttons of the windows of the assistant
installation (yes, Next or Install) .

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Obviously you will allow access

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The rest of the installation takes place in the web interface.

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 2.1.3. From github sources
In prerequisite assumes that you have already installed your LAMP server on
your PC (WampServer for example) and Git Bash
(http://code.google.com/p/msysgit/downloads/list?q=label:Featured)

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Now place yourself in the wamp www folder, right-click and run the Git Bash

Use the following command line:

“ git clone https://github.com/Dolibarr/dolibarr.git ”

Once the download is complete, you move into dolibarr file you just
downloaded in order to start the following command line:
“ git checkout 3.6 ” to use the desired version of Dolibarr.

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We will now create an alias in WampServer to go directly to our site dolibarr
(without having to add /htdocs/). To do so, go to the root folder wamp in the
alias directory. Duplicate an existing file, rename it dolibarr-3.6.conf (or
whatever you want). Open the file using a text editor (Notepad ++ for
example), and make the following changes:

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If you go to the localhost page, you now have direct access to the web
interface dolibarr under the alias dolibarr_3.6
The rest of the installation takes place in the web interface

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3. First settings

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Once the installation is done it is necessary to conduct a setup of Dolibarr to
suit your needs.

3.1. Set Up
3.1.1. Company/Foundation
Go to the “ Setup/Company/Foundation ” menu and edit on this page all the
known informations about company or organization that you need to manage
(for that you will click upon “ Edit ” button at the bottom of page). Upload
your logo (png or jpg, Warning! you should avoid an excessive image size
which could deconstruct the presentation of your document templates).
Do not forget to set your country, many options depend of it (a warning
message will remind you).
Fill the starting month of the fiscal year for your company or institution
(the reports of Accounting/Treasury module will be displayed from this selected
month).
Set whether or not you are subject to VAT .

3.1.2. Modules
The choice of modules to be activated is important, it largely depends on the use you
intend to make of Dolibarr as well as your type of structure. A service company will not
need to activate modules Products and Stocks in contrast to SMEs retailer of products, as
well Members or Donations modules will only interest associations. However, be without
anxiety, each module can be activated or deactivated at any time depending on the
evolution of your use and your knowledge of the software. We'll see the use and
configuration of the main modules throughout the book.

3.1.3. Menus
Menus managers define content of the 2 menu bars (horizontal bar and vertical bar). It is
possible to add a different manager according to the user is internal or external.

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 3.1.4. Display
You can choose each parameter related to the Dolibarr look and feel here. Choose your
language. The multilingual option allows different translations manage for the display of
products, for example, as well as choose the default language of Third parties to edit PDF
documents in their language.

3.1.5. Users
The last step is to create users and assign them permissions. Almost all modules activated
even earlier, are only accessible if one gives permission. To do this, you can go to
Home/Users&Groups menu to define users and their rights. Warning!, you will remember
to check and reset the user rights when you activate new modules.The list of rights
available depending on activated modules and default permissions , it is recommended to
configure this part after enabling the desired modules. For some actions, if you do not
have permission to do this, Dolibarr doesn't offer it to you . You could miss something
useful and/or important. To give rights to a user or yourself if you are the administrator,
go to Home/Users&Groups choose the desired user profile, and then click the tab “ User
Permissions ”.
It is possible to avoid these configuration steps to do for every new user by configuring the
default permissions (read rights automatically assigned to each new user created), in
configuring the default permissions.
The default permissions are permissions that are automatically assigned to each new user
created. They have no effect on existing users.
For each module, you must specify whether you allow viewing, editing, deleting ... To do
this, simply click the plus sign (+) to the extreme right of the option to give permission
defaults to all users or to otherwise click the - (minus) to remove this permission.
Warning! This determines the permissions that will be effective when creating a new user.
To change the permissions an existing user or group, or after its creation, you have to go
on the record of the user or group in question (the permissions that appear as “ inherited
” permissions are from a group of the user).

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4. Members

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 4.1. Introduction
The module “ Members ” can manage the members of an association. We recall that
Dolibarr makes cash management but does not cost accounting. This gap is sufficient to
say that Dolibarr is not suited to a combination of large size (over 5000 members). It does
not module payroll, limiting its use to there also associations that have no employees. The
management module Association called “ Members Module ” Is actually rather small
associations oriented (whose belongs the Dolibarr foundation).
Configuration
This module is provided with standard Dolibarr distribution, so there is no need to install
it You can find it in the family “ Main modules/Human Resources Management ”.
The state symbol should be green to indicate its activation, the following symbol, end of
line provides access to the module specific setup page:

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Miscellaneous tab

Main options
Manage a Login for each member: choose “ Yes or no ” as value and click upon action
button “ Update ”. (FYI the Dolibarr foundation was set to Yes).
EMail required to create a new member: Select “ Yes or No ” for value and click the
action button “ Update ”. (FYI the Dolibarr foundation was set to Yes).
Checkbox to send mail confirmation to members (validation or new subscription) is on by
default: select “ Yes or No ” for value and click the action button “ Update ”. (FYI the
Dolibarr foundation was set to No).
Complementary action, suggested by default when recording a subscription : choose “
None, Create a direct transaction record on account, Create an invoice with no payment
or Create an invoice and payment on account ” for value and click the action button “
Update ”. (FYI the Dolibarr foundation was set to Create a direct transaction record on
account).
VAT rate to use for subscriptions : select between “ No VAT for subscriptions, or default ”
for value and click the action button “ Update ”. (FYI the Dolibarr foundation was set to
No VAT for subscriptions).

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Members business cards
Format of cards page: choose a value from the drop down list and click the
action button “ Update ”.(FYI the Dolibarr foundation chose “ Dolibarr
Business cards (A4) ”).

Text printed on top of member cards: within the field “ Value ” you can place
one or more of the following constants which will be substituted by their corresponding
value:
%DOL_MAIN_URL_ROOT%, %ID%, %FIRSTNAME%, %LASTNAME%, %FULLNAME%, %LOGIN%,
%PASSWORD%, %COMPANY%, %ADDRESS%, %ZIP%, %TOWN%, %COUNTRY%, %EMAIL%, %BIRTH
%, %PHOTO%, %TYPE%, %YEAR%, %MONTH%, %DAY%, and click the action button “ Update ”.
(FYI the Dolibarr foundation chose «%FIRSTNAME% %LASTNAME%», which will display the
full name of the participant).
Text printed on member cards (align on left) : within the “ Value ” field you can place
one or more constants that are substituted by their corresponding value and click the
action button “ Update ”. (FYI the Dolibarr foundation chose « EMail: %EMAIL% %ADDRESS%
%ZIP% %TOWN% » This is the mail and full address of the member).
Text printed on member cards (align on right) : within the “ Value ” field you can place
one or more constants that are substituted by their corresponding value and click the
action button “ Update ”. (FYI the Dolibarr foundation chose « %LOGO% » to display the
logo of the Dolibarr foundation).

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Text printed on bottom of member cards : within the “ Value ” field you place the name
of your association (Association Dolibarr for us), and click the action button “ Update ”.

Members Tickets
Format of labels page : choose a value from the drop down list and click the action button
“ Update ”. (FYI the Dolibarr foundation chose "L7163 (A4)"). Text printed on member
address sheets : within the “ Value ” field you can place one or more constants that are
substituted by their corresponding value and click the action button « Update ». (FYI the
Dolibarr foundation chose « %FULLNAME% %ADDRESS% %ZIP% %TOWN% %COUNTRY% » This is
the full address of the member).

Other
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Subject of the e-mail received in case of auto-inscription of a guest : Complete the “
Value ” field, and click the action button “ Update ”.
E-mail received in case of auto-inscription of a guest : Complete the « Value » field, and
click the action button “ Update ”.
EMail subject for member auto subscription : Complete the “ Value ” field, and click the
action button “ Update ”. ([Dolibarr foundation] Your request to join the Dolibarr
foundation has been registered), for which we are concerned.
EMail for member auto subscription : Fill in the “ Value ” field, and click the action
button “ Update ”. (% FIRSTNAME% Your application for membership to the association
Dolibarr has been taken into account. Here is a reminder of your contact details recorded:
%FIRSTNAME % %LASTNAME % %COMPANY% %ADDRESS% %ZIP% %TOWN% %COUNTRY% %EMAIL
%. If your membership payment has been made, you should receive an email confirmation
of payment. If not, you can do so now by the way that suits you
described on page http://asso.dolibarr.org/index.php/Adhérer ), for which we are
concerned.

EMail subject for member validation : Complete the “ Value ” field, and click the action
button “ Update ”. ([Dolibarr foundation] Received your contribution), for which we are
concerned.
Mail validation of membership: Complete the “ Value ” field, and click the action button
“ Update ”.(FIRSTNAME%% This email confirms that the resolution of your contribution to
the Dolibarr foundation has been received and recorded. Your membership is invaluable to
assist the development of Dolibarr. You can monitor the actions of the association and
information on the wiki at: http://asso.dolibarr.org . You can also follow us on: Google+,
Facebook or Twitter:
● Google+ : https://plus.google.com/106793900529658571751
● Twitter : http://twitter.com/dolibarr
● Facebook : http://www.facebook.com/dolibarr ,
for what concerns us.

EMail subject for member resiliation : Fill in the “ Value ” field, and click the action
button “ Update ”. ([Dolibarr foundation] Termination of your membership), for which we
are concerned.

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EMail for member resiliation : Complete the “ Value ” field, and click the action button “
Update ”.(% FIRSTNAME% Membership in the Dolibarr foundation has been terminated. The
most common reason is a non-renewal of the annual fee. However, if you think this is an
error, or to correct this, do not hesitate to contact the treasurer to the email address
[email protected].
Note: you can always follow us on :
Google+, Facebook ou Twitter :
● Google+ : https://plus.google.com/106793900529658571751
● Twitter : http://twitter.com/dolibarr
● Facebook : http://www.facebook.com/dolibarr, for what concerns us.
Sender EMail for automatic emails: Complete the “ Value ” field, and click the action
button “ Update ”. ([email protected]), for which we are concerned.

Complementary attributes (members)

If you need to manage your members files on specific attributes and who have not been
provided, you can define them here. We will add in our example three fields to fill values
Google+, Twitter and Facebook.

In the module configuration tab “ Complementary attributes (member) ” of members

module, set additional attributes that are not available in standard, and that you want to
manage for Members. Click on “ New attribute ” button and within the field “ Label ” fill:
Google+, in the field “ Attribute code ”: GOOGLE, “ type ” Chain and “ Size ”255. You
repeat the operation twice with Twitter and Facebook, and you can now integrate these
elements in the form of your membership.

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Complementary attributes (member type)
In the module configuration tab “ Complementary attributes (member type) ” of members
module, set additional attributes that are not available in standard, and that you want to
manage for Members types.

Public auto-subscription form

Dolibarr can provide you a public URL to allow external visitors to ask to subscribe to the
foundation. If an online payment module is enabled, a payment form will also be
automatically provided.
Enable the public auto-subscription form: If you opt for the value “ Yes ” You will see two
new lines appear :
Default amount of subscription: Dolibarr foundation has set this value to 20€.
Visitor can choose/edit amount of its subscription: Dolibarr foundation has configured
value to “ No ”.
Public auto-subscription form : If there is an online payment module, a form will be
automatically submitted, the association uses Paypal.

Email to warn when a payment for subscription returns : We’ll generally give the tresorer
email .
● Click “ Modify ” To take account of your choice.
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 ● The address of the public registration form of the association is as follows :
« http://asso.dolibarr.org/dolibarr/public/members/new.php »

4.2. Member Type

4.2.1. Creating a new member type
Above all, it is necessary to define members profile. To do this, you must create a
membership type via the menu “ Members types/New ”. We stand on the Members module
home page, after clicking on the tab of the same name in the top menu bar. Click on “
New ” link. Regarding the association, we have defined two types:
● Label: Standard, Subscription required : Yes, Vote allowed : Yes, Description: See
wiki
http://wiki.dolibarr.org/index.php/Subscription_amount_Dolibarr_Foundation ,
Welcome e-mail : none.
● Label: Preferred Partners, Subscription required: Yes, Vote allowed: Yes,
Description: See wiki.
http://wiki.dolibarr.org/index.php/Dolibarr_Preferred_Partner ,
Welcome e-mail : none.
A “ Dolibarr Preferred Partner ” is a supplier that provides services around Dolibarr
ERP-CRM that offers guarantees to be a reliable and competent around product and
offered services.

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 4.2.2. Amend a members type
Click up on “ Modify ” and practice your change in different fields before saving.

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 4.2.3. Delete a members type
Click up on the “ delete ” button .
Warning! there is no intermediate stage of confirmation.

4.3. New Membership

4.3.1. Creating a Member
To create a member you go to the menu “ Members/New member ”. Form creation is
proposed. Fill in all fields and click the button “ Add member ”.
Warning! if you have not defined membership type, you'll get this warning : “ No
membership type defined. Go to Setup - Types of members ”
Then we go to the member state Validated by clicking on the button “ Validate ” on the
member card, with an intermediate phase of validation “ Are you sure you want to
validate this member? ”. If you want to provide Dolibarr access to this member, just click
on “ Create a user ” from his member card. If you want to handle this member with a
third party (for billing, quotations, etc ...), you must either click on the button “ Create
one third party ” from his member card, or click the edit icon of the line “ Link to Dolibarr
third party ” and choose the third party drop-down list.
You can send the information by email to your member by clicking on the button “ Send
card by email ” after a positive response to the question “ Want to send the contents of
this form by mail to [email protected] address ” the form is submitted.

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The status is changed to “ Validated (waiting subscription) ”. Click on the tab “
Member/Subscription ” then click “ Add subscription ” . The subscription form opens with
the date field prefilled. If you leave it blank, the field “ Subscription end date ” will auto
informed, adding one year to the date of day. Tuck an amount for the contribution, the
wording is self informed, choose a complimentary registration. The default “ Create
invoice with payment on account or cash (Thirdparty: the one you just created) ” prepare
the bill for it. Select the account, the method of payment, date of payment and click “
Add subscription ” .
Status of your member has risen to “ Subscription up to date ” . Click up on the “ Dolibarr
third link ” t o go to the third party sheet associated with it, hence the tab “ Customer
”. You're going to find the bill to the state “ Started ” . Click it and go to the state “ Paid
” using the button “ Classify paid ”. Validate, and your member is now part of the list “
Members up to date ”.

4.3.2. Amend a Member

Click up on “ Modify ” and practice your change in different fields before saving.

4.3.3. Delete a Member

Click up on the “ delete ” button . You will be asked for confirmation before permanently
deleting: “ Are you sure you want to delete this member (Deleting a member will delete
all his subscriptions) ? ”

4.3.4. Hidden Options

Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Settings/Miscellaneous.
Here are these constants:
ADHERENT_LOGIN_NOT_REQUIRED = allow to eliminates the obligation of using a member
login.

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5. Third parties

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 5.1. Introduction
Module Third parties-Company can manage customers entities, prospects and/or suppliers
(called Third parties). This module is a prerequisite for many other modules that are based
on these concepts (invoices, orders, contracts, proposals, etc ...). A third party is a
business entity: customer, prospect or supplier (Example: An LLC, a business, an
association, an individual). Contact meanwhile is a natural person or a generic contact to
an individual (example: CEO or worker of the LLC, principal commerce seller, president or
treasurer of the association). Dolibarr runs the same way for the third parties and
businesses. So, for individuals, we usually grab a “ Contact ” which contains
the same characteristics as the object “ Company ”.

Configuration
This module is provided with standard Dolibarr distribution, so there is no need to install
it.

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You can find it in the Customer Relation Management (CRM) part. The pictogram should
be green to indicate its activation, the following symbol, at the end of line provides access
to the module specific setup page:

Beneath Miscellaneous :
Model for third parties code generation and checking (customer or supplier)
Here choose the model that will be used as a counter for customer code and
supplier code for new third party created.

Warning! Think carefully about your code generation choice before to enter
configuration data, because it will be very hard to go back, except to correct by hand
one by one already returned codes.
For data previously entered before change, the customer file will display for example:
(Invalid customer code), and you'll have to correct by hand and one by one all the cards in
order to display the new code format.
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Select Model Elephant:

You can enter any numbers mask. In this mask, the following tags can be used:
{000000} is a number that will be incremented each third party. Enter as many zeros as
the desired length of the counter. The counter will be completed by zeros from the left in
order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first Third party.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or more,
then the sequence {yy} {mm} where {yyyy}{mm} is mandatory.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} years 2, 4 or 1 digit.
Any other character in the mask will be left unchanged.
Spaces are not allowed. The “/” are now allowed .
Example about a Thirdparty created on 31/03/2014:
ABC{yy}{mm}-{000000} will displays ABC1403-000099
{0000+100}-XXX-{dd}-YYY will displays 0199-XXX-31-YYY

Select Model Leopard:

Code customer/supplier free without verification. Can be changed at any time.

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Select Model Monkey:

Return numero with format CUyymm-nnnn for customer code and SUyymm-nnnn for
supplier code where yy is year, mm is month and nnnn is a sequence with no break and no
return to 0.

Model for accountancy code generation (customer or supplier)

You can choose here the model that will be used to automatically assign an accounting
code to the new third party.

Select Model Aquarium:

Returns an accountancy code consisting of 401 followed by third party supplier code for a
supplier accountancy code , and 411 followed by third party customer code for a customer
accountancy code.

Select Model Panicum :

Return an empty accountancy code.

Documents templates
Select the templates here.

Generic Model ODT

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Warning! This model is functional only from a PHP version = 5.2.0.
With this model, you define a list of directories containing ODT document models (these
models should be files ending with .odt). Specify the full path directory. Add a newline
between each directory. To specify a GED module directory, enter
DOL_DATA_ROOT/ecm/nameofgeddirectory. You can use OpenOffice or any word
processor that can save files in .odt. If you start with an example, you will find installed in
subdirectories of the directory documents/doctemplates.
Then you add and edit your template files ODT with the content that interests you.
Include in your documentation tags information you want to see. The tags will be replaced
automatically during the document generation by Dolibarr.
If you have enabled the module Electronic Document Management (EDM), you find the
folder you created, and ODT files in Root (manual tree) part.

Warning! Tags are enclosed in {} or [] for the tables and should be typed in one go under
the Office suite (without backspace or delete, or by copying and pasting). Otherwise, the
Office suite add invisible information that would prevent replacement.
Here is the list of tags that will be replaced with the appropriate information:

Company/foundation information :
● mycompany_logo = {mycompany_logo}
● mycompany_name = {mycompany_name}
● mycompany_address = {mycompany_address}
● mycompany_zip = {mycompany_zip}
● mycompany_town = {mycompany_town}
● mycompany_country = {mycompany_country}
● mycompany_country_code = {mycompany_country_code}
● mycompany_state = {mycompany_state}
● mycompany_state_code = {mycompany_state_code}
● mycompany_phone = {mycompany_phone}
● mycompany_fax = {mycompany_fax}
● mycompany_email = {mycompany_email}
● mycompany_web = {mycompany_web}
● mycompany_barcode = {mycompany_barcode}

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 ● mycompany_capital= {mycompany_capital}
● mycompany_juridicalstatus= {mycompany_juridicalstatus}
● mycompany_idprof1 = {mycompany_idprof1}
● mycompany_idprof2 = {mycompany_idprof2}
● mycompany_idprof3 = {mycompany_idprof3}
● mycompany_idprof4 = {mycompany_idprof4}
● mycompany_idprof5 = {mycompany_idprof5}
● mycompany_idprof6 = {mycompany_idprof6}
● mycompany_vatnumber = {mycompany_vatnumber}
● mycompany_note = {mycompany_note}
…
Customers, prospects and suppliers information:
● company_name = {company_name}
● company_address = {company_address}
● company_zip = {company_zip}
● company_town = {company_town}
● company_country = {company_country}
● company_country_code = {company_country_code}
● company_state = {company_state}
● company_state_code = {company_state_code}
● company_phone = {company_phone}
● company_fax = {company_fax}
● company_email = {company_email}
● company_web = {company_web}
● company_barcode = {company_barcode}
● company_customercode = {company_customercode}
● company_suppliercode = {company_suppliercode}
● company_capital = {company_capital}
● company_juridicalstatus = {company_juridicalstatus}
● company_idprof1 = {company_idprof1}
● company_idprof2 = {company_idprof2}
● company_idprof3 = {company_idprof3}
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 ● company_idprof4 = {company_idprof4}
● company_idprof5 = {company_idprof5}
● company_idprof6 = {company_idprof6}
● company_vatnumber = {company_vatnumber}
● company_note = {company_note}

User Information:
● myuser_lastname = {myuser_lastname}
● myuser_firstname = {myuser_firstname}
● myuser_login = {myuser_login}
● myuser_email = {myuser_email}
…
Information about the object (invoice, sales proposal, order, ...)

● object_id = {object_id}
● object_ref = {object_ref}
● object_ref_customer = {object_ref_customer}
● object_ref_supplier = {object_ref_supplier}
● object_date = {object_date}
● object_date_creation = {object_date_creation}
● object_date_modification = {object_date_modification}
● object_date_validation = {object_date_validation}
● object_total_ht = {object_total_ht}
● object_total_vat = {object_total_vat}
● object_total_ttc = {object_total_ttc}
● object_total_discount_ht = {object_total_discount_ht} (Dolibarr >= 3.3.0 )
● object_vatrate = {object_vatrate}
● object_note_private = {object_note_private}
● object_note = {object_note}

Specific to proposals:

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 ● object_date_end = {object_date_end} Date de fin de validité de la
propale

Specific to orders :
● object_date_delivery_planed = {object_date_delivery_planed} (Dolibarr >=
3.4.0)

Specific to invoices:

● object_date_limit = {object_date_limit}
● object_payment_mode = {object_payment_mode}
● object_payment_term = {object_payment_term}
● object_already_payed = {object_already_payed} amount already paid
● object_remain_to_pay = {object_remain_to_pay} Amount to pay
● object_source_invoice_ref = {object_source_invoice_ref}

Objects rows
Here's how to use arrays of objects rows (invoices lines, orders, etc ...). You must create a
table in the document and use a tag « begin » and « end » to set the table row. This line is
repeated as many times as required at the time of generation.
[!-- BEGIN row.lines –] ... [!-- END row.lines --]
Then you add tags of your choice in the lines.
Tag list:

● {line_fulldesc}
● {line_product_ref}
● {line_product_label}
● {line_desc}
● {line_vatrate}
● {line_up}

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 ● {line_qty}
● {line_discount_percent}
● {line_price_ht}
● {line_price_vat}
● {line_price_ttc}
● {line_date_start}
● {line_date_end}

Here's what you might have in your word processor :

Rules on Professional Ids

This block lets you choose whether 4 professionals id (SIREN, SIRET, NAF, RCS/RM) must be
unique and mandatory for all third parties. It seems difficult for the NAF code!

Conditional substitution

Starting from Dolibarr v3.3, you can use conditional substitutions, which in layman terms
means that you can decide to print something if a variable is true, or print something else
if it's false (or nothing at all) - including text but also any more complex structures like
tables and images.
Example :

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[!-- IF {my_var} --]
Print this text if {my_var} is true (can be any value but null/0/empty string)
[!-- ELSE {my_var} --]
Or print this if it's false (null/0/empty string)
[!-- ENDIF {my_var} --]

WARNING!: the format of this special tag is very precise and picky, be
careful to put one space between:
[!-- and IF/ELSE/ENDIF or {my_var} and –]

Other

Use autocompletion fields to choose third parties (rather than a drop-down list).
Note that if you have a large number of third parties (> 100 000), you can increase speed
by setting constant SOCIETE_DONOTSEARCH_ANYWHERE to 1 in Setup->Other. Search will
then be limited to start of string.

Under tab Complementary attributes (third party)

Define here all attributes, not already available by default, and that you want to be
supported for Third party. The list of type is highly enriched since Dolibarr 3.3 (String,
Long text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone, email,
Select list, select from table, separator, Checkbox, Radio button).

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For example, adding a complementary attribute Select from table: we inform a Type:
Select from table, an order (which applies only in the list of complementaries attributes),
a label: Company type, an Attribute code: typent, a value: we chose the table c_typent,
the field libelle (from c_typent table) and code field (from c_typent table), we record.
Now if we create a new Third party, we find the dropdown list of company type in the
plug.

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Under tab Complementary Attributes (Contacts/Addresses)

Define here all attributes, not already available by default, and that you want to be
supported for Contacts/Addresses. The list of type is highly enriched since Dolibarr 3.3
(String, Long text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone,
email, Select liste, select from table, separator, Checkbox, Radio button).

5.2. Third parties

5.2.1. Creating a new third party (prospect, customer, supplier)
Go to the menu Third party - New prospect/customer/supplier, fill in the informations

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The first action to perform is to check the type of the third party, in the case of a
Company / Foundation or a private individual (which will automatically create a physical
contact with the same information). Based on this first choice, additional fields are
displayed, and we will have different required fields:
For a third party Company/Foundation: the fields “ Third party name ”, “
Prospect/Customer ” and “ Supplier ” are mandatory,
For a third party private individual : the fields “ name ”, “ Prospect/Customer ” and
“ Supplier ” are mandatory. The fields “ firstname ” and “ Title ” appeared more.
Select from the dropdown list if it is a Prospect, Prospect/Customer, Customer, neither
Customer nor Prospect. The customer field will be pre-filled depending on the choice of
model used in the previous step.
Choose whether or not it is a supplier, by the same way the supplier's field will be pre-
filled depending on the choice of model used in the previous step.
All fields embellished with a star display dropdown lists whose contents can be changed by
yourself by going to the following address: Home/Configuration/Dictionaries. Click the

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name of a dictionary, eg add a country (eg Borduria) to the existing list, Country. In the
field code, a code modeled on those already present (eg RG) and within the label field is
added Borduria. You will now find that name in the countries list. Returning in
dictionaries, you can activate, edit or delete this one.

The ability to send an email from the third party record has been implemented.
Search by barcode added.

5.2.2. Amend a third party (prospect, customer, supplier)

Edit the card prospect/customer/supplier by clicking the button “ Modify ” To make a
change.

5.2.3. Delete a third party (prospect, customer, supplier)

Similarly to delete the record of a prospect/customer/supplier, click “ Delete ” But you
will be surprised to see displayed the following sentence: “ Unable to delete the record
because it has sons ”. Programmers support of pronatalist policy of France? will you
wonder :) No, any document produced on behalf of the third party (Proposal, Order,
Invoice) are called sons, and if it is possible you must first have to remove all these
documents before you can remove the card from the latter.
A company (Third party) can only have one state, the right to exist or not. A company
deleted does not change of state, it simply disappears from Dolibarr.

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 5.2.4. Hidden Options
Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/Other setup. Here
are these constants:
SOCIETE_DISABLE_CUSTOMERS = Disable menus and functions specific to customers
SOCIETE_DISABLE_PROSPECTS = Disable menus and functions specific to prospects
SOCIETE_USEPREFIX = Displays third parties prefix(old feature)
COMPANY_DONOTSEARCH_ANYWHERE = If you have a large number of third parties (> 100
000), you can improve performance by setting the constant to 1. The research will be
limited at the beginning of the chain.
CONTACT_DONOTSEARCH_ANYWHERE = Note that if you have a large number of contacts
(> 100 000), you can improve performance by setting the constant to 1. The research will
be limited at the beginning of the chain.

5.3. Contacts/Addresses
5.3.1. Creating a new contact/address
The contact is an individual or a generic contact to an individual (example: CEO of
multinational Dolistore, seller main shop Dolistore, president or treasurer of the
association Dolibarr). Dolibarr runs the same way the third parties and businesses. So, for
individuals, we usually grab a “ Contact ” which contains the same characteristics as the
object “ Company ”.
To create a new contact, click on the left menu, click New contact/address. Fill in the
differents fields, only the field Name/Label is mandatory. You can attach the contact to a
company (Third party) present in the dropdown list, but a contact can be bound to none
third party. Multiple contacts can be linked to the same company, this allows for example
to create multiple shipping or billing addresses for the same company.
The following example shows an invoice made with Ultimatepdf, you will notice the two
blocks address, one for delivery, one for invoice.

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All fields embellished with a star display dropdown lists whose contents can be changed by
yourself by going to the following address: Home/Configuration/Dictionaries. Click the
name of a dictionary, eg add a country (eg Borduria) to the existing list, Country. In the
field code, a code modeled on those already present (eg RG) and within the label field is
added Borduria. You will now find that name in the countries list. Returning in
dictionaries, you can activate, edit or delete this one.
The choice Private versus Shared enables to hide or not this contact to the eyes of other
users in the contact list.
You can enter the birth date of the contact and check the alert to be notified of the
birthday of a customer or a member of the association.

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 5.3.2. Changing a contact/address
Once created, the contact appears in the Contacts list, these are sorted by lists of
Prospects-Customers-Suppliers-Others (none linked to a third party).
At the top of each column you'll find search fields (Lastname, Firstname, Post/Function,
Company, Phone, EMail), allowing to search to quickly find one of them.
For each contact, the end of the line shows two icons, the first to create an event for this
contact, the other to import its VCard format card .
The contact name is a hypertext link to access his card. This is by clicking on the Modify
button that you can edit to apply your patches or additions.

5.3.3. Delete a contact/address

The contact name is a hypertext link enabling to access his card. By clicking the Delete
button you can make it disappear from the contacts list.

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 5.3.4. Hidden Options
Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.

To enable this options you must define a constant to 1 in Home/Settings/Miscellaneous.

Here are these constants:
CONTACT_USE_COMPANY_ADDRESS = When creating a contact, enable to pre-populate the
fields with the coordinates of the third party.

5.4. Suppliers categories

5.4.1. Creating a new supplier category
Creating categories enables to filter and sort its suppliers.
One must first have activated the Categories module. To do this, go to Setup/Other
modules/multi-tools modules.

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Click New Category in the left menu. Fill in a name for this category in the Ref. field, an
optional description, select an existing category in the drop-down list if you want the new
category is a subcategory of the former, and press Create this category.

5.4.2. Changing a supplier category

Click the hyperlink text that is the name of the selected category, press Modify to edit the
card, and practice your patches.

5.4.3. Delete a supplier category

Click the hyperlink text that is the name of the selected category, press Modify to edit the
card, and practice your patches.

5.5. Categories customers/prospects

5.5.1. Creating a new category of customers/prospects
One must first have activated the Categories module. To do this, go to
Setup/Other modules/multi-tools modules.

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Creating categories enables to filter and sort your customers/prospects. Click on New
Category in the left menu. Fill in a name for this category in the field Ref., an optional
description, select an existing category in the drop-down list if you want the new category
to be a subcategory of the former, and press create this category.

5.5.2. Changing a category customers/prospects

Click up on the name of the selected category which is a hyper-link text, press Modify to
edit the file, and practice your patches.

5.5.3. Deleting a category customers/prospects

Click up on the name of the selected category which is a hyper-link text, press Delete to
delete the category, you will be asked for confirmation to do so.

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6. Products /
Services

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 6.1. Introduction
These modules allow you to manage a catalog of products for the Products module, and a
catalog of services for the Services Module.

Configuration
This module is provided with standard Dolibarr distribution, so there is no need to install
it.
To use these modules, you must first activate them. To do this, after connecting with an
administrator account, go on page Home-Setup-Modules.

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Choose the tab where the module stand and then click up on Activate.

An icon appears at the end of the module line, click on it to access the setup page,
specific to this module.

Model for product code generation and checking (product or

service)
Here choose the model that will be used to set the counter product code or service code
to new products and/or services created.

Leopard model
The code is free. This code can be modified at any time.

Elephant model

With Elephant model you may enter any numbering mask. In this mask, the following tags
could be used:
{000000} corresponds to a number which will be incremented on each product and/or
service. Enter as many zeros as the desired length of the counter. The counter will be
completed by zeros from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first product and/or service.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your

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configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy}{mm} or {yyyy}{mm} is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
All other characters in the mask will remain intact.
Spaces are not allowed. The “/” are now allowed.
Example on the 99th product and/or service of the third party TheCompany
done on 2014/03/31:
ABC{yy}{mm}-{000000} will give ABC1403-000099
{0000+100}-XXX-{dd}-YYY will give 0199-XXX-31-YYY

Products/Services configuration

Pricing Rules

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These parameters can manage multi-prices support, choose Yes from the drop-down list
and click up on Modify. A new line is then emerged that allows you to choose the number
of prices you want to use for this product/service.
If you choose Price by customer, you’ll find under the tab “ Customers Prices ” of a
product card, a button “ Add price by customers ”.

You can “ Activate the virtual products feature ”, choose “ yes ” within drop-down list
and click on “ Modify ”.
You can “ Use a search form to choose a product (rather than a drop-down list) ”, choose
Yes from the dropdown list and click up on Modify, and make sure AJAX/Javascript is
enabled in the user interface settings. This is useful if you manage a large number of
products/services.
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Note that if you have a large number of products or services (>100 000), you can improve
performance by setting the constant PRODUCT_DONOTSEARCH_ANYWHERE to 1 in Setup-
Other setup. The research will be limited at the beginning of the string. You can choose
number of characters to trigger search, to 1, 2 or 3.
You can set “ Max number of products in combos select lists (0=no limit) ”
You can choose “ Visualization of product descriptions in the forms (otherwise as popup
tooltip) ”.
You can choose “ Visualization of products descriptions in the third party language ”.
A new “ Translation ” tab will appear within product card.

Complementary attributes Tab

Define here all attributes, not already available by default, and that you want to be
supported for Products and Services. The list of type is highly enriched since Dolibarr 3.3
(String, Long text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone,
email, Select list, select from table, separator, Checkbox, Radio button).
For example, adding an additional attribute of type date. We inform an order (which will
apply only on the list of additional attributes), a label: Date of expiration, a code
attribute: peremp, type: date, we record. Now if we create a new product, we find a date
field on the form.

Definition
A Dolibarr product is a material goods to manage, either because it characterizes an
object offered to customers, either because it characterizes an object from suppliers. It is
material goods, contrary to the Services.
In summary a product answers to the following rules:
✔ A product can be stored in a warehouse (although only product appear in the
Stock module. Services do not appear).
✔ A product can be delivered (although only products appear in the Shipping
module. Services do not appear. They are realized or not, but not delivered).
✔ A product is a tangible goods in general. Its value often depreciates over time (a
product used is less than the same new product).

Related products
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Related product or service is a father product or service, consisting of other products or
services. This function is activated from the configuration page module products or
service. Its purpose is to define “ packages ” or “ bundles ” of products that can reason
about orders, invoices and inventories with a single element instead of n products in the
lot.
A related product complies with the following rules:
✔ When adding a product in a document (proposal, invoice, order), only the father's
product line is displayed.
✔ The stock of a by-product is incremented/decremented when the product is
incremented/decremented.
✔ A virtual product itself can be composed of other virtual products that they
contain real products.
Note: It is not a function of “ manufacturing/production ” where products son composing
virtual product would be consumed from stock to get an additional father product within
stock. Here, the sub-component products composing a virtual product are only
decremented from stock at the time of consumption of virtual product and remain
consumable by-products independently of the other, unlike a manufacturing module, or
when a by-product is used for manufacturing a parent module, the by-product is
decreased from stock even if the father product is not yet distributed. Often this by-
product can not do the reverse way back in stock.

6.2. Products
6.2.1. Creating a new product
Go to the menu Products>New Product, fill the information in : Ref fields, Label, Status
(Sales), Status (Purchases) are required.
Once the desired fields filled in, click up on Create. Once created your product, you find
the list of products available through the link in the left Products>List menu. By clicking
on our product within list, we access the product card. This will display tabs more or less
countless depending on the number of enabled modules.

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We turned in in our example modules: categories, Stock, Barcodes and Margins.
Barcode search added.

Tip! : You can add or edit a VAT rate by yourself, by going to the following address:
Home/Setup/Dictionaries. Click the name of the dictionary “ VAT rate or sales taxes ” to
add a rate, 20% for example, select the country (here France in this case), the rate (20%),
NPR No (it is not collected VAT reclaimable used in the DOM), enter a note to find (VAT
rate 20) and click the “ Add ” button.

6.2.2. Modify a product

Modify product details by clicking on the Modify button to make any changes.

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 6.2.3. Delete a product
Similarly to delete the record of a product, click on the Delete button

6.2.4. Hidden Options

Some options are not visible in the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/Other setup. Here
are these constants:
PRODUCT_ADD_TYPE_IN_DOCUMENTS Adds text = «Product» or «Service» before details
lines of generated PDF.
PRODUCT_SHOW_WHEN_CREATE = Old option not supported (problem) that allowed to
enter their lines on the first page of invoice creation or proposal.
PRODUCT_DONOTSEARCH_ANYWHERE = If Ajax search is enabled, it is possible to look for
products with the information typed anywhere in the reference or wording. With this
option, the search is only related to the beginning, which is much faster when the number
of products is very important.
PRODUIT_DESC_IN_LIST = Displays the long description of the product/service in the lists.
Views used for lists of services contracts only for now.
FOURN_PRODUCT_AVAILABILITY = In page price product suppliers, activates the time of
supplier product availability.

6.3. Stock
6.3.1. Configuring the stock module
Inventory management allows tracking of stock statements and fixes for each product,
possibly shared between multiple warehouses.
This module is provided with standard Dolibarr distribution, so there is no need to install it
.
To use this module, you must first activate it. To do this, after connecting with an
administrator account, go to page Home - Setup - Modules.
You will find it in the family Products Management. The state symbol should be green to
indicate its activation, the following symbol, end of line provides access to the module
specific setup page :

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Parameters
Create a warehouse automatically when creating a user. Set the option to Yes/No and
click on Modify.
The configuration page allows you to choose an option, determining when an order or an
invoice stock should be altered.

Rule for stock management decrease :

❖ Decrease real stocks on customers invoices/credit notes validation (note, in this
version, it is always in the first warehouse that is fit)
❖ Decrease real stocks on customers orders validation (attention!, in this version, it
is always in the first warehouse that is fit)
❖ Decrease real stocks on shipment validation.

Rule for stock management increase :

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 ❖ Increase real stocks on suppliers invoices/credit notes validation (attention!, in
this version, it is always in the first warehouse that is fit)
❖ Increase real stocks on suppliers orders approbation (attention!, in this version, it
is always in the first warehouse that is fit)
❖ Increase real stocks on manual dispatching into warehouses, after supplier order
receiving : If you receive the order and it is only partial, missing products, indicate
that it is partially received, then go to the tab “ receipt to stock ” and fan that you
received in the right stocks. When you have all received and all vented enter a
complete reception.

Rules on stock requirements :

❖ Stock level must be enough to add product/service into invoice.
❖ Stock level must be enough to add product/service into order.
❖ Stock level must be enough to add product/service into shipment

6.3.2. Creating a new warehouse

The creation of a warehouse is the mandatory first step in the management of stock. You
can create a repository via the General tab Products/Services menu and then left menu
Stocks/New warehouse.

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The only information required is the reference Ref. Then determine if the warehouse is
running or not (open/closed).
Enclosed storage can be used through other tools Dolibarr. This is a good way to prepare a
warehouse (by filling) before turn it on, or to temporarily block during an inventory.
Long but necessary step, it is secondarily time for each product to use its stock tab for
define a base stock in each warehouse.
Depending on the option selected in the configuration module, a change takes place at the
time of the order, at the time of delivery, at the time of invoice and so on. Movement of
inventory is recorded according to the criteria of storage/retrieval chosen.
If you wish to make adjustments to existing stock (theft, loss, aging, ...), it is possible to
do it directly via the tab stock sheet.

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It is possible to obtain a detailed list of products and movements in a warehouse via a click
on the name of the warehouse in the list of warehouses.

6.3.3. Changing a warehouse

In the left menu, click List, and then click the hyperlink that represents the name of the
warehouse selected, press Modify to edit the file, and practice your patches.

6.3.4. Delete a warehouse

Click the hyperlink text is the name of the warehouse selected, press Delete to delete the
warehouse, you will be asked for confirmation to do so.

6.3.5. Replenishment
This screen allows you to view products with less than the minimum quantity physical
stock (or alert value if checkbox “ alert only ” is checked) and suggest you to create
supplier orders to fill the difference

After selection of references that we restock, we click the “ Create Order ” button.

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Our orders are present in draft format, we can click on a reference to go validate the
command.

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We now turn on the tab “ Stock dispatching ” to the receipt of the supplier order. After
selecting warehouse receipt, we click on the button “ Dispatch ”.

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If we go on the record corresponding to the warehouse, on the tab “ Stock transfers ”, we
see the line of movement with the wording “ Receiving supplier order xxx ”, the reference
and the product label, and the number of incremented units.

6.3.6. Mass stock movement

Select a product, a quantity, a source warehouse and a target warehouse, then click
“ Select ”. Once this is done for all required movements, click onto “ Record transfert ”.

6.3.7. Weighted average price

Go to stock tab of product, click on button “ Correct stock ” and there fill the field
“ Unit purchase price ”

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 6.3.8. Hidden Options
Some options are not visible in the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/Other setup. Here
are these constants:
STOCK_SUPPORTS_SERVICES = services can be added/removed from inventory

6.4. Barcode
6.4.1. Configuring the barcode module
This module is provided with standard Dolibarr distribution, so there is no need to install it
.

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To use this module, you must first activate it. To do this, after connecting with an
administrator account, go to page Home - Setup – Modules.

You will find it in the family Multi-modules tools from Other modules tab. The state
symbol should be green to indicate its activation, the following symbol, end of line
provides access to the module specific setup page :

Barcode encoding type

In the setup page, choose your encoding barcodes models (most used are barcode type
EAN13 and barcode ISBN-type) by positioning the drop down model list on “ internal
engine ” you should see one example of a barcode.
The internal motor of certain types of barcodes require the installation of the tool
genbarcode on your server. you can retrieve it here .

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Other options
Than set up the barcode type to use for products or to use for third parties within other
options. Warning! You have an alarm that will be displayed if you have not installed the
genbarcode tool, or if the path is not the right one :
“ File /usr/local/bin/genbarcode not found (Bad path, wrong permissions or access denied
by PHP openbasedir or safe_mode parameter) ” . This is of no consequence for models
using only PHP. Choose eg EAN13 in the Type drop-down list for barcode used by default
for the product and barcode type used by default for third party, then click on
“ modify ”.

Manager to auto define barcode numbers (Product)

Returns a customizable number as a mask to define. Watch Out! for EAN13, just fill 12
digits, the 13th is automatically calculated by the engine, it is the control key (checksum).

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For example: 300999{000000} 300 being the country code for France, 999 company code
and 6 zeros between brackets, the 6 digits incremented counter for each product creation.

6.4.2. Using barcodes

Once the stage setup is complete, you will see a “ barcode ” field on the screen according
to your choice (thirdparty screen and/or products). You can power your way this field with
the value of the barcode using the keypad or barcode scanner.
When using the keyboard, just enter the number shown in the barcode with the keypad.
This implies that this number has been printed and is visible below the barcode. This will
happen if you print barcode labels using the “ Print Barcode ” provided with Dolibarr 3.6+
(Tools menu).

To use a barcode scanner:

If the barcode is not visible, or if you do not want to waste time typing all the numbers, you
can use a barcode scanner hardware. To be compatible with Dolibarr your barcode scanner
must support the “ keyboard emulation ”. When scanning the barcode, it is like when you
type the number from the keypad. To find a barcode scanner that supports such emulation
(this is the case for most but not all), you can watch the technical specification of the drive.
The scanner must show the term:
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 ● “ HID ” ( for Human Interface Device )
or
● Interface “ Wedge keyboard ” or “ Wedge ”
Example:
● Motorola DS4208
● Datalogic QW2120

6.4.3. Using barcodes with UltimatePdf

UltimatePdf module allows to Show thirdparty barcode at the top or bottom of your
commercial proposals, orders and/or invoices following the clicked options in the
administration of the module.

6.5. Categories
6.5.1. Creating a new category
The module category is used to manage categories of third party customers, thirdparty
suppliers or products.
This module comes with standard Dolibarr distribution, so it is already installed.
To use this module, you must first activate it. To do this, after connecting with an
administrator account, go to the page Home - Setup - Modules.
The module stands in the Other modules tab then Multi-modules tools category. To
validate click Enable (On/off button). The module is functional without further
configuration to perform.
You can create a category via the General tab Products/Services and Categories from the
left menu and select New Category. The only information required is the reference Ref.

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 6.5.2. Changing a category
In the left menu, click Categories, and then click the hyperlink that represents the name
of the selected category, press “ Modify ” to edit the file, and practice your patches.

6.5.3. Delete a category

Click the hyperlink text that is the name of the selected category, press “ Delete ” to
delete the category, you will be asked for confirmation to do so.

6.6. Shipments
6.6.1. Configuring the Shipments module
This module comes with standard Dolibarr distribution, so it is already installed.
To use this module, you must first activate it. To do this, after connecting with an
administrator account, go to the page Home - Setup - Modules.
You can find it in the family Customer Relation Management (CRM). The state symbol
should be green to indicate its activation, the following symbol, end of line provides access
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to the module specific setup page :

❖ Support sendings sheets for customer deliveries

❖ Support products deliveries receipts

In most cases, sendings receipts are used both as sheets for customer deliveries (list of
products to send) and sheets that is received and signed by customer. So product
deliveries receipts is a duplicated feature and is rarely activated.
shipments numbering models
You can choose between two types of shipment numbering models :
❖ Ribera : Return a customizable number according to a defined mask.
You may enter any numbering mask. In this mask, the following tags could be used:
{000000} corresponds to a number which will be incremented on each product and/or
service. Enter as many zeros as the desired length of the counter. The counter will be
completed by zeros from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first sending.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy}{mm} or {yyyy}{mm}
is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
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{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} the client code on n characters
{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt} The code of company type on n characters (see dictionary-company types)
All other characters in the mask will remain the same.
Spaces are not allowed. The “/” are now allowed .
Example about the 99th Shipment of the thirdparty LaCompanie created on 31/03/2014:
ABC{yy}{mm}-{000000} will displays ABC1403-000099
{0000+100}-XXX-{dd}-YYY will displays 0199-XXX-31-YYY .

❖ Safor : Return the reference number with format SHyymm-nnnn where yy is year,
mm is month and nnnn is a sequence without hole and with no reset .

Shipment receipt model

At your choice, several types of sending receipt models: standards Merou and Rouget
models and ultimate_shipment if you have installed Ultimatepdf module, the status button
should be green for models to be used, one of them will be used by default.

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Other options
Free text on sending receipt (There is no automatic wrapping, so if line is out of page on
documents because too long, you must add yourself carriage returns in the textarea.
Within Ultimatepdf you have an option named : “ Use autowrap on free text ”).
You can also embed a watermark in the draft document.

Products deliveries receipt numbering module

You can choose between two types of Products deliveries receipt models :

❖ Jade : Returns the reference number with format BLyymm-nnnn where yy is year,
mm is month and nnnn is a sequence without hole and with no reset .
❖ Saphir : Returns a customizable number according to a defined mask.

You may enter any numbering mask. In this mask, the following tags could be used :
{000000} corresponds to a number which will be incremented on each product and/or
service. Enter as many zeros as the desired length of the counter. The counter will be
completed by zeros from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first sending.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy}{mm} or {yyyy}{mm}
is also required.
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{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} the client code on n characters
{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt} The code of company type on n characters (see dictionary-company types)
All other characters in the mask will remain the same.
Spaces are not allowed. The “/” are now allowed .
Example about the 99th Products deliveries receipt of the thirdparty LaCompanie created
on 2014/03/31:
ABC{yy}{mm}-{000000} will displays ABC1403-000099
{0000+100}-XXX-{dd}-YYY will displays 0199-XXX-31-YYY .

Products deliveries receipt model

At your choice, several types of deliveries receipt models: standards Typhon and
ultimate_receipt if you have installed Ultimatepdf module, the status button should be
green for models to be used, one of them will be used by default.

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Other options
Free text on Products deliveries receipt (There is no automatic wrapping, so if line is out
of page on documents because too long, you must add yourself carriage returns in the
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textarea. Within Ultimatepdf you have an option named :
“ Use autowrap on free text ”).

6.6.2. Creating a new shipment

Please visit the page Products/services and in the left menu tab Shipments
On the right side of the page you will find all commands pending under the title
“ Customer's orders in process ”
Select one of them by clicking and opening the tab Sendings/Receivings, choose the
warehouse in the dropdown list, and click the New shipment button.
Fill in the date of delivery, do not forget the delivery method, choose the quantity to be
shipped and click Create. Now, validate and confirm. Your packing now appears under
“ Shipments and receivings for this order ”
You can from this page use the button Send by Email, or you can use the button Create
Invoice, actions that speak for itself.

6.6.3. Changing a shipment

You cannot change a shipment. You must first delete it before creating a new one.

6.6.4. Deleting a shipment

Press Delete to remove the shipping, you will be asked for confirmation to do so.

6.6.5. Hidden Options

Some options are not visible in the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/Other setup. Here
are these constants:
DATE_LIVRAISON_WEEK_DELAY = Increment automatically the date of delivery of the
number of weeks reported to the creation of a proposal or order from the creation date.

6.7. Services
6.7.1. Creating a new service
Go to the Services menu - New service Enter the information.
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Ref fields, Label, Status (Sales), Status (Purchases) are required.
Once the desired fields filled in, click up on Create.

6.7.2. Modify a service

Edit the service sheet by clicking on the Modify button to make any changes.

6.7.3. Delete a service

Similarly to delete the record of service, click the Delete button.

6.7.4. Hidden Options

Some options are not visible in the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/Other setup. Here
are these constants:
SERVICE_ARE_ECOMMERCE_200238EC = If this option is active, the services are treated as
e-services according to EU Directive 2002/38/EC Council Directive
(http://ec.europa.eu/taxation_customs/taxation/vat/traders/e-
commerce/article_1610_en.htm). The default VAT rate is based on the purchase country
and not sale country for B to C sales.

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7. Commercial

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 7.1. Introduction
Commercial tab includes the following modules :

● Commercial proposals (For Commercial proposal management )

● Customer's orders (For Customer order management )
● Supplier's orders (for Supplier management and buying : orders and invoices )
● Contracts (for Contract and service management )
● Interventions (for interventions management in third parties)

Configuration
These modules come standard with Dolibarr distribution, so they are already installed.

❖ You can find the module Proposals in the family Customer Relation Management
(CRM). The state symbol should be green to indicate its activation, the following
symbol, end of line provides access to the specific setup page

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Commercial proposal numbering models

Choose here the numbering model that will serve for your proposals, you can choose
between the model Marbre that returns the reference number with format PRyymm-nnnn
where yy is year, mm is month and nnnn is a sequence without hole and with no reset (eg
PR1401-0001), or the Saphir model which returns a customizable number according to a
defined mask .
You may enter any numbering mask. In this mask, the following tags could be used:
{000000} corresponds to a number which will be incremented on each proposal. Enter as
many zeros as the desired length of the counter. The counter will be completed by zeros
from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first proposal.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher then, sequence {yy}{mm} or {yyyy}{mm} is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} customer code on n letters
{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt} The code of company type on n characters (see dictionnary-company types).
All other characters in the mask will remain intact.
Spaces are not allowed. The “/” are now allowed .
Example about the 99th Proposal of the thirdparty LaCompanie created on 2014/03/31:
ABC{yy}{mm}-{000000} will displays ABC1403-000099
{0000+100}-XXX-{dd}-YYY will displays 0199-XXX-31-YYY .

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Commercial proposal documents models
Then choose your commercial proposal documents model clicking the activation button
which must turn green. All models enabled appear in the dropdown list when creating a
proposal. You can choose a default model, or create one using ODT templates that allows
generation from OpenDocument models (File .ODT OpenOffice, KOffice, TextEdit ...).
If you have installed ultimatepdf module you must activate here its proposal models :
ultimate_propal1, ultimate_propal2.

Other options
Here you can set a default commercial proposal validity duration (in days) .
Add a free text on commercial proposals (There is no automatic wrapping, so if line is out
of page on documents because too long, you must add yourself carriage returns in the
textarea.)
and add a Watermark on draft commercial proposals (any if empty) .

Path to documents
For information, the path to the documents module (write with UNIX way):
For example : Directory
/home /httpd/vhosts/domaine.fr/domains/compta.domaine.fr/documents/propale

Complementary attributes
Define here all attributes, not already available by default, and that you want to be
supported for commercial proposals. The list of type is highly enriched since Dolibarr 3.3
(String, Long text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone,
email, Select list, select from table, separator, Checkbox, Radio button).

Complementary attributes (lines)

Within “ Commercial proposals module setup ” tab define all attributes, not already
available by default, and that you want to be supported for commercial proposals. The list
of type is highly enriched since Dolibarr 3.3 (String, Long text, Integer, Float, Date, Date
and hour, Boolean(checkbox), Price, Phone, email, Select list, select from table,
separator, Checkbox, Radio button).
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For example, adding an additional attribute selection list, we fill an order (which applies
only in the list additional attributes), a label: Optional, a code attribute: CHOICE, a type:
Selection list, the list must be of the form key ->value, eg 1, value1 ... we record .

Each time you add a line in the Commercial Proposal, it will be doubled by a line showing
« Optional » and in front the value of your choice in the dropdown list.

❖ You will find the Customer Orders module in the Customer Relation Management
(CRM) family. The state symbol should be green to indicate its activation, the
following symbol, end of line provides access to the specific setup page

Orders numbering models

Choose here the orders numbering model used for your orders, you can choose between
the model Marbre, which returns the reference number with format COyymm-nnnn where
yy is year, mm is month and nnnn is a sequence without hole and with no reset (example
CO1101-0001), or the Saphir model which returns a customizable number according to a
defined mask .
You may enter any numbering mask. In this mask, the following tags could be used :
{000000} corresponds to a number which will be incremented on each order. Enter as
many zeros as the desired length of the counter. The counter will be completed by zeros
from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first order.
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{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy}{mm} or {yyyy}{mm} is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} customer code on n letters
{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt} The code of company type on n characters (see dictionnary-company types).
All other characters in the mask will remain intact.
Spaces are not allowed. The “/” are now allowed .
Example on the 99th order of the third party TheCompany done 2014/31/03 :
ABC{yy}{mm}-{000000} will give ABC1403-000099
{0000+100}-XXX-{dd}-YYY will give 0199-XXX-31-YYY .

Orders document models

Then choose your order model documents by clicking the activation button which must
turn green. All models enabled appear in the dropdown list when creating an order. You
can choose a default template, or create one using ODT templates that enables the
generation of models from OpenDocument (File.ODT OpenOffice, KOffice, TextEdit ...).
If you have installed ultimatepdf module you must activate here its orders model :
ultimate_order1, ultimate_order2, ultimate_proforma1, ultimate_proforma2.

Other options
Add a free text on orders (Warning! There is no automatic wrapping, so if line is out of
page on documents because too long, you must add yourself carriage returns in the
textarea.)
and add a Watermark on draft orders (any if empty).

Complementary attributes Tab

Within “ Order management setup ” tab “ Complementary attributes ” define all
attributes, not already available by default, and that you want to be supported for
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Orders. The list of type is highly enriched since Dolibarr 3.3 (String, Long text, Integer,
Float, Date, Date and hour, Boolean(checkbox), Price, Phone, email, Select list, select
from table, separator, Checkbox, Radio button).

Complementary attributes (lines)

Within “ Order management setup ” tab “ Complementary attributes (lines) ” define all
attributes, not already available by default, and that you want to be supported for orders.
The list of type is highly enriched since Dolibarr 3.3 (String, Long text, Integer, Float,
Date, Date and hour, Boolean(checkbox), Price, Phone, email, Select list, select from
table, separator, Checkbox, Radio button).
For example, adding an additional attribute selection list, we fill an order (which applies
only in the list additional attributes), a label: Optional, a code attribute: CHOICE, a type:
Selection list, the list must be of the form key ->value, eg 1, value1 ... we record Each
time you add a line in the Commercial Proposal, it will be doubled by a line showing “
Optional ” and in front the value of your choice in the dropdown list.

❖ You will find the Suppliers module in the Products Management family.
The state symbol should be green to indicate its activation, the following symbol, end of
line provides access to the specific setup page

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Tab Supplier Orders

Orders numbering models

Choose here the orders numbering model used for your orders, you can choose between
the model Muguet, which returns the reference number with format CFyymm-nnnn where
yy is year, mm is month and nnnn is a sequence without hole and with no reset (example
CF1401-0001), or the Orchidee model which returns a customizable number according to a
defined mask .

You may enter any numbering mask. In this mask, the following tags could be used:

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{000000} corresponds to a number which will be incremented on each order. Enter as
many zeros as the desired length of the counter. The counter will be completed by zeros
from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first order.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy}{mm} or {yyyy}{mm} is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} customer code on n letters
{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt} The code of company type on n characters (see dictionnary-company types).
All other characters in the mask will remain intact.
Spaces are not allowed. The “/” are now allowed.
Example on the 99th order of the third party TheCompany done 2014-03-31:
ABC{yy}{mm}-{000000} will give ABC1403-000099
{0000+100}-XXX-{dd}-YYY will give 0199-XXX-31-YYY.

Orders document models

Then choose your order model documents by clicking the activation button which must
turn green. All models enabled appear in the dropdown list when creating an order. You
can choose a default model.
If you have installed ultimatepdf module you must activate here its orders model
(ultimate_supplierorder).

Other options
Add a free text on orders (Warning! There is no automatic wrapping, so if line is out of
page on documents because too long, you must add yourself carriage returns in the
textarea.)
and add a Watermark on draft orders (any if empty).
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Complementary attributes (Orders)
Define here all attributes, not already available by default, and that you want to be
supported for Orders. The list of type is highly enriched since Dolibarr 3.3 (String, Long
text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone, email, Select
list, select from table, separator, Checkbox, Radio button).

Tab Supplier Invoice

Supplier Invoice documents models

Choose here the orders numbering model used for your invoices, you can choose between
the model Cactus, which returns the reference number with format SIyymm-nnnn where
yy is year, mm is month and nnnn is a sequence without hole and with no reset (example
SI1401-0001), or the Tulip model which returns a customizable number according to a
defined mask .

You may enter any numbering mask. In this mask, the following tags could be used:
{000000} corresponds to a number which will be incremented on each order. Enter as
many zeros as the desired length of the counter. The counter will be completed by zeros
from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first invoice.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy}{mm} or {yyyy}{mm} is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} customer code on n letters
{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt}The code of company type on n characters (see dictionnary-company types).
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All other characters in the mask will remain intact.
Spaces are not allowed. The “/” are now allowed.
Example on the 99th invoice of the third party TheCompany done 2014-03-31:
ABC{yy}{mm}-{000000} will give ABC1403-000099
{0000+100}-XXX-{dd}-YYY will give 0199-XXX-31-YYY.

Invoices document models

Then choose your invoice model documents by clicking the activation button which must
turn green. All models enabled appear in the dropdown list when creating an order. You
can choose a default model.
If you have installed ultimatepdf module you must activate here its invoices model
(ultimate_supplierinvoice).

Other options
Add a free text on orders/invoices (Warning! There is no automatic wrapping, so if line is
out of page on documents because too long, you must add yourself carriage returns in the
textarea.)

Complementary attributes (Invoices)

Define here all attributes, not already available by default, and that you want to be
supported for Invoices. The list of type is highly enriched since Dolibarr 3.3 (String, Long
text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone, email, Select
list, select from table, separator, Checkbox, Radio button).

❖ You will find the contracts module in the Customer Relation Management (CRM)
family. The state symbol should be green to indicate its activation, the following
symbol, end of line provides access to the specific setup page

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Contracts numbering models
Choose here the Contract numbering model used for your Contracts, you can choose
between the model Serpis, which returns the reference number with format CTyymm-
nnnn where yy is year, mm is month and nnnn is a sequence without hole and with no
reset (example CT1401-0001), or the Magre model which returns a customizable number
according to a defined mask .
You may enter any numbering mask. In this mask, the following tags could be
used:
{000000} corresponds to a number which will be incremented on each Contract. Enter as
many zeros as the desired length of the counter. The counter will be completed by zeros
from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first Contract.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy}{mm} or {yyyy}{mm}
is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} customer code on n letters
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{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt} The code of company type on n characters (see dictionnary-company types).
All other characters in the mask will remain intact. Spaces are not allowed. The “/” are
now allowed.
Example on the 99 th Contract of the third party TheCompany done 2014-03-31:
ABC{yy}{mm}-{000000} will give ABC1403-000099
{0000+100}-XXX-{dd}-YYY will give 0199-XXX-31-YYY

❖ You will find the Interventions module in the Customer Relation Management (CRM)
family. The state symbol should be green to indicate its activation, the following
symbol, end of line provides access to the specific setup page

Intervention numbering models

Choose here the Intervention numbering model used for your Interventions, you can
choose between the model pacific, which returns the reference number with format
FIyymm-nnnn where yy is year, mm is month and nnnn is a sequence without hole and
with no reset (example FI1401-0001), or the arctic model which returns a customizable
number according to a defined mask
You may enter any numbering mask. In this mask, the following tags could be used:

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{000000} corresponds to a number which will be incremented on each Intervention card.
Enter as many zeros as the desired length of the counter.
The counter will be completed by zeros from the left in order to have as many zeros as the
mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first Intervention card.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy}{mm} or {yyyy}{mm} is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} customer code on n letters
{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt} The code of company type on n characters (see dictionnary-company types).
All other characters in the mask will remain intact.
Spaces are not allowed. The “/” are now allowed.
Example on the 99th Intervention card of the third party TheCompany done 2014-03-31:
ABC{yy}{mm}-{000000} will give ABC1403-000099
{0000+100}-XXX-{dd}-YYY will give 0199-XXX-31-YYY

Intervention card documents models

Then choose your Intervention card model documents by clicking the activation button
which must turn green. All models enabled appear in the dropdown list when creating an
order. You can choose a default model.
If you have installed ultimatepdf module you must activate here its Intervention card
model (ultimate_inter).

Other options
Add a free text on Intervention card (There is no automatic wrapping, so if line is out of
page on documents because too long, you must add yourself carriage returns in the
textarea.)
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And add a Watermark on intervention card documents (any if empty).
Possibility Printing products on intervention card (for interventions generated from
orders).

Complementary attributes
Within tab “ complementary attributes ” of Interventions module setup, define here all
attributes, not already available by default, and that you want to be supported for
Intervention. The list of type is highly enriched since Dolibarr 3.3 (String, Long text,
Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone, email, Select list,
select from table, separator, Checkbox, Radio button).

7.2. Commercial Proposals

7.2.1. Creating a new proposal
Under the header “ Commercial proposals ”, click the link New proposal. It will display
the list of Third parties, because a proposal must go with the choice of a third party. Click
the desired Third party which takes you to its page. Select the Customer tab, and then
click Add proposal.
The reference field is incremented and filled in automatically. The next field (not
mandatory) is used to enter a reference more meaningful for you.
All fields embellished with a star display dropdown lists whose contents can be changed by
yourself by going to the following address Home/Setup/Dictionaries. Click the name of a
dictionary, eg to add a country (eg Borduria) to the Country existing list. In the field code,
a code modeled on those already present (eg RG) and in label field is added Borduria. You
now find that name in the list of countries. Returning in dictionaries, you can activate,
edit ordelete this one.
Once the fields are filled, click the button Create draft.
Add your offers: Product and/or service, and click validate.

7.2.2. Closing a proposal

Click Close. Within the drop down list “ Close with status ” choose according to the status
of the situation signed (needs billing) or not signed (closed), Validate.

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Trick ! For those whose normal cycle for operation is “ Proposal/order/invoice ” You must
activate the Workflow module in Setup/Other modules/Multi-modules tools, then within
Workflow module Setup activate “ Create a customer order automatically after a
commercial proposal is signed ”.

Now if you click up on Close button and choose “ Signed (needs billing) ” from
the drop down list “ Close with status ”, you will have an Add order button
that appears.

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 7.2.3. Create invoice or credit
In the case of choice “ Signed (needs billing) ”, click the “ Add order or credit note ”

7.2.4. Hidden Options

Some options are not visible in the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/ Other setup. Here
are these constants:
PROPAL_CLONE_ON_CREATE_PAGE = On the new creation proposal adds the option to ask
if you want to create by “ cloning ” from an existing proposal.

7.2.5. Real case scenario

Question : If I create a proposal for a Third party how can I do for that a restricted access
commercial can visualize that third party and his proposal?
Answer : Go on tab “ Customer ” of the third party sheet, click on the edit icon of
“ Sales representatives ”

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Go get the commercial within that list and click on “ Add ” button

His user name is now added to the sales representatives that skill to deal with this
customer

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 7.3. Customer's Orders
7.3.1. Create a new order
Under the header Customer's orders, click the link New order. It will display the list of
Third parties, because an order must go with the choice of a third party. Click the desired
Third party which takes you to its page. Select the Customer tab, and then click Add
order. Fill in the desired fields.
All fields embellished with a star display dropdown lists whose contents can be changed by
yourself by going to the following address Home/Setup/Dictionaries. Click the name of a
dictionary, eg to add a country (eg Borduria) to the Country existing list. In the field code,
a code modeled on those already present (eg RG) and in label field is added Borduria. You
now find that name in the list of countries. Returning in dictionaries, you can activate,
edit or delete this one.
Once the fields filled, click the button Create draft.
Add your orders: Product and/or service, and click validate.

7.3.2. Sending/Receiving
Within the Customer order's file, go to the tab Sendings/Receivings . Select the warehouse
source in the dropdown list and click New shipment.

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La référence commande est incrémentée et renseignée automatiquement. Ask a delivery
date, any notes, some information on the subject of delivery (weight, width etc...), the
delivery method and a tracking number. The amount to be sent is entered automatically,
but you can fill or empty the field by clicking on the links of the same name. Click the
Create button. Once validated packing slip, you will see the button on the right of
reception.

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Clicking on it will take you to the Delivery card, which you can confirm by clicking on the
validate button. You can then generate your delivery.

7.3.3. Hidden Options

Some options are not visible in the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/ Other setup. Here
are these constants:
COMMANDE_REQUIRE_SOURCE = Makes mandatory input source field when creating an
order.
COMMANDE_VALID_AFTER_CLOSE_PROPAL = When an order is created on closing proposal,
the command is directly validated state.
COMMANDE_ADD_DELIVERY_COST_LINE = Add a line with the weight if it is known and if
the trigger Fraisport is activated.

7.4. Supplier's Orders

Once the products or services of an order have been received, we must return to the
Order card to enter the receiving. The status of the command then passes received
partially or completely according to the received information entered.

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 7.4.1. Creating a new supplier's order
Under the header supplier's orders, click the link New order. It will display the list of Third
parties, because an order must go with the choice of a third party.
Click the desired Third party which takes you to its page. Select the supplier tab, and
then click Add order. Fill in the desired fields. The order is then created in the draft
state.
All fields embellished with a star display dropdown lists whose contents can be changed by
yourself by going to the following address Home/Setup/Dictionaries. Click the name of a
dictionary, eg to add a country (eg Borduria) to the Country existing list. In the field code,
a code modeled on those already present (eg RG) and in label field is added Borduria. You
now find that name in the list of countries. Returning in dictionaries, you can activate,
edit or delete this one. If you want to add a new product, it is necessary to go through the
interface of products/services, create a product and then use the supplier tab of the
product page and indicate the price and half the amount mum for this supplier. The
product is then available in the list of products for this supplier and can be added to the
order line.
Once the order is confirmed you will either accept or reject it (in the context of the
passage in the hands of a responsible for the validation of a purchase order). If this is the
option that was chosen to accept a new block appears: Checkout.
Ask a control method from the drop down list and place order. The state of the card order
is: reception Waiting and a new Receive block replaces the block Checkout.

7.4.2. Receiving a supplier's order

Once the products of an order has been received, you must return to the order form to
enter the reception. The status of the control then passes received partially or completely
according to the received information entered. In the block “ Receive ” Fill in the delivery
date, choose the desired option from the drop down field delivery, leave a comment if
required and click Receive button. Option Total makes disappear the block, but a new
button makes its appearance : Re-Open.

7.4.3. Delete a supplier's order

To remove an order you need to open it's sheet. An order cannot be deleted unless if it is
in draft status. Once validated, it can only being canceled.
Deleting a command erases all data referring to.
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Warning! Command deleted cannot be recovered.

7.4.4. Modifying a supplier's order

To modify an order you need to open it's sheet. An order cannot be changed unless if it is
in draft status.

7.5. Contracts
7.5.1. Creating a new contract
Contracts record the customer service provided to customers. You can create contracts for
existing clients and specify the type of service and conditions that apply to each of them.
In the left menu, under the header Contracts, click the link New contract. It will display a
list of Third parties:
The Ref. field is automatically configured according to the mask set earlier in the
administration module. Choose Sales representative following-up contract and Sales
representative signing contract. The date is automatically filled during the creation, but
can be changed. You can possibly link the contract to a project by selecting it from the
dropdown list. You can embed a public note and a private note. And then click Create.
Add one or more service lines either from the free zone or the drop-down list of services
available. A date of commissioning and an expected end date of service. The contract
form displays the current services for this client and their status.

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 7.5.2. Closing a Service
Use the modify icon placed on the same line and right of the status of the service, select
an effective date of termination of service and click Close all contract lines

7.6. Interventions
7.6.1. Creating a new intervention
In the left menu Interventions>New intervention. Choose one third party from drop-down
list and click the button Create draft. You can attach this action to a project and fill in
the Description field. Click up on Create draft. Complete the description field of your
intervention, the date, time and duration. You can repeat the procedure several times,
the Total duration field then increments the total hours of intervention.

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 7.6.2. Changing an intervention
You can modify the content of an intervention by clicking on the icon Modify, which allows
you to edit the intervention line.

7.6.3. Deleting an intervention

You can delete the contents of an intervention by clicking on the icon Delete, which will
delete the intervention line.

7.6.4. Hidden Options

Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/ Other setup. Here
are these constants:
FICHEINTER_CLASSIFY_BILLED = Sorts intervention as “ charged ”

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8. Accounting/
Treasury

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 8.1. Introduction
Accounting/Treasury tab includes modules
● Accounting: Simply accounting management (invoice and payment dispatching) .
● Invoices and credit notes: Invoice and credit note management for customers.
Invoice management for suppliers.
● Taxes, social contributions and dividends : Taxes and social contribution
management .
● Donations: Grants Management.
● Margins: Margin Management.

Configuration

These modules come standard with Dolibarr distribution, so they are already installed.
❖ You will find the accounting module in the family Financial Modules
(Accounting/Treasury). The state symbol should be green to indicate its activation,
the following symbol, end of line provides access to the specific setup page

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Option for accountancy
you can choose between the option Incomes-Expenses : In this context, the turnover is
calculated over payments (date of payments). The validity of the figures is assured only if
the bookkeeping is scrutinized through the input/output on the accounts via invoices. This
will be the preferred choice of professionals, and more or less the small traders and
artisans.
And option Claims-Debts : In this context, the turnover is calculated over invoices (date of
validation). When these invoices are due, whether they have been paid or not, they are
listed in the turnover output. This will be the option of SMEs.

Other options

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Here you will find fields to be filled in by helping you by your accountant, or by going to
the accounting document : (http://fr.wikipedia.org/wiki/Plan_comptable_%28France%29).

❖ You will find the Invoices module in the family Financial Modules
(Accounting/Treasury). The state symbol should be green to indicate its activation,
the following symbol, end of line provides access to the specific setup page.

Miscellaneous tab
Invoices and credit notes numbering models
Choose here the Invoices and credit notes model used for your Invoices and credit notes,
you can choose between the model terre, which returns numero with format FAyymm-
nnnn for standard invoices and AVyymm-nnnn for credit notes where yy is year, mm is
month and nnnn is a sequence with no break and no return to 0 , or the mercure
model which returns a customizable number according to a defined mask .
You may enter any numbering mask. In this mask, the following tags could be used:
{000000} corresponds to a number which will be incremented on each Invoice. Enter as
many zeros as the desired length of the counter. The counter will be completed by zeros
from the left in order to have as many zeros as the mask.
{000000+000} same as previous but an offset corresponding to the number to the right of
the + sign is applied starting on first Invoice. Example: You want to start from the last
invoice number of your old software that was FC558886, you configure the mask like this:
FC{000000+558886}. The next invoice number will be well FC558887.
{000000@x} same as previous but the counter is reset to zero when month x is reached (x
between 1 and 12, or 0 to use the early months of fiscal year defined in your
configuration, or 99 to reset to zero every month). If this option is used and x is 2 or
higher, then sequence {yy} {mm} or {yyyy}{mm} is also required.
{dd} day (01 to 31).
{mm} month (01 to 12).
{yy}, {yyyy} or {y} year over 2, 4 or 1 numbers.
{cccc} customer code on n letters
{cccc000} the client code on n characters is followed by a client's ref counter without
offset and zeroized with the global counter.
{tttt}The code of company type on n characters (see dictionnary-company types).
All other characters in the mask will remain intact.
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Spaces are not allowed. The “/” are now allowed .
Example on the 99 th Invoice of the third party TheCompany done on 2014/03/31:
ABC{yy}{mm}-{000000} will give ABC1403-000099
{0000+100}-XXX-{dd}-YYY donnera 0199-XXX-31-YYY
Either the Terre model that returns with format FAyymm-nnnn for standard invoices and
AVyymm-nnnn for credit notes where yy is year, mm is month and nnnn is a sequence
with no break and no return to 0.
Else the Mars model that returns number with format FAyymm-nnnn for standard
invoices, FRyymm-nnnn for replacement invoices, ACyymm-nnnn for credit notes and
AVyymm-nnnn for credit notes where yy is year, mm is month and nnnn is a sequence
with no break and no return to 0

Invoice documents models

Then choose your invoice documents model by clicking the activation button which must
turn green. All models enabled appear in the dropdown list when creating an invoice.You
can choose a default template, or create one using ODT templates that enables the
generation of models from OpenDocument (File.ODT OpenOffice, KOffice,
TextEdit ...).
If you have installed the ultimatepdf module you must activate here its Invoice model :
ultimate_invoice1, ultimate_invoice2 or ultimate_weight_invoice1.

Suggested payments mode on invoice by default if not defined for

invoice
You can submit payment by bank transfer to the account by selecting your bank account
that appear in the drop-down list if you have previously informed the details of your bank.
Similarly, you can submit payment by check to the order and location of your company.
Attention ! If you enter nothing in this section, your bank details or settlement will not be
displayed in any of your documents (Orders, proposals, invoices).

Other options
Among the options, you can propose to force the invoice date to the date of validation.

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Propose a Free text on invoices (There is no automatic wrapping, so if line is out of page
on documents because too long, you must add yourself carriage returns in the textarea.),
such as a sentence like this:
“ In case of non-payment at maturity, the amount shall bear interest at the rate of 1.50%
per month of delay (Law 92-1442, 31/12/1992). No discount for early payment. ”
Watermark on draft invoices (nothing if empty) .

Complementary attributes (invoices)

Within tab “ Complementary attributes (invoices) ” of invoices module settings, define all
attributes, not already available by default, and that you want to be supported for
customer's invoices. The list of type is highly enriched since Dolibarr 3.3 (String, Long text,
Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone, email, Select
list, select from table, separator, Checkbox, Radio button).

For example, adding a Complementary attribute list from a table we inform an order
(which will apply only on the list of additional attributes), a label: company type, a code
attribute: typent, a type : select from table, a value : we have selected the table
c_typent, the label field (from c_typent table) and the Code field (from c_typent table
), we record. Now if we create a new invoice, we find the dropdown list of types of
companies in the invoice file.
If we want to retrieve this value within a template pdf, here's how:
$test=$object->array_options['options_typent'];
$pdf->MultiCell(100, 4, $test, '', 'R');
Code to place and format in the model at the location where we want to retrieve the
value.

Complementary attributes (lines)

Define here all attributes, not already available by default, and that you want to be
supported for invoices. The list of type is highly enriched since Dolibarr 3.3 (String, Long
text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone, email, Select
list, select from table, separator, Checkbox, Radio button).
For example, adding an additional attribute selection list, we fill an order (which applies
only in the list additional attributes), a label: Optional, a code attribute: choice, a type:
Selection list, the list must be of the form key -> value, eg 1, value1 ... we record .
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Each time you add a line in the Invoices, it will be doubled by a line showing “ Optional”
and in front the value of your choice in the dropdown list.

❖ You will find the Taxes, social contributions and dividends module in the family
Financial Modules (Accounting/Treasury). The state symbol should be green to
indicate its activation, the following symbol, end of line provides access to the
specific setup page.

VAT due
1. Standard : VAT is due :
➔ on delivery for goods (we use invoice date)
➔ on payment for services.
2. Option services on Debit : VAT is due :
➔ on delivery for goods (we use invoice date)
➔ on invoice (debit) for services

Time of VAT exigibility by default according to choosed option:

1. Buy:
➔ Product: On delivery (Invoice date used)
➔ Services: On payment (Payment date used)
2. Sell:
➔ Product: On delivery (Invoice date used)
➔ Services: On payment (Payment date used)

❖ You will find the Expense and trip notes module in the family Financial Modules
(Accounting/Treasury). The state symbol should be green to indicate its activation.

❖ You will find the Donation module in the family Financial Modules
(Accounting/Treasury). The state symbol should be green to indicate its activation.
Documents models for donation receipts
Activate cerfafr model which is an html model.

❖ Configuring the margins module

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This module is provided with standard Dolibarr distribution, so there is no need to install it
.
To use this module, you must first activate it. To do this, after connecting with an
administrator account, go to page Home - Setup - Modules.
You will find it within Other modules tab in the family Financial Modules
(Accounting/Treasury). The state symbol should be green to indicate its activation, the
following symbol, end of line provides access to the module specific setup page:

Here you can choose the type of managed margin. Some definitions:
Raw margin = Pre-tax selling price – Purchase price excluding taxes (To be more precise,
we should speak of the purchase cost. The purchase price reflects the PURCHASE PRICE
costs but also the RELATED PURCHASE costs . This is the ULTIMATE FINANCIAL amount)
Net margin = Gross margin – Distribution fees
Distribution fees = the store management fees, rents, personnel costs , advertising…
Margin rates = Gross profit /Purchase price x 100 (The margin expresses what is the gross
margin as a percentage of purchase price )
Mark rates = Gross profit/Pre-tax selling price x 100 (The margin expresses what is the
gross margin as a percentage of selling price)

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 8.2. Customer's Invoices
8.2.1. Create a customer's invoice
In the left menu, under the heading Customer's Invoices, choose the link “ New Invoice ” .
Choose a client from the list, click “ Add invoice or creditnote ”. you have the choice
between four types of invoices:

➔ The Standard Invoice (also called owed invoice (verb owe) is the traditional
invoice)
This is a standard invoice. There are no prerequisites.
➔ The Deposit invoice
Deposit invoice is the type of bill that follows receipt of a deposit, if it is not possible to
enter the payment on final invoice.You can create as many Deposit invoice as desired. A
Deposit invoice will then be converted into reduction (already paid) to another invoice
(final invoice) covered by the Replacement.

We assume in this case that the customer pays a deposit. In the Type we choose Deposit
invoice, fill the other fields, and click on Create draft. The invoice form that appears is
truly a Deposit invoice, we can check on the line Type. We need now to enter an amount
for the deposit. Within Add new line-free text we choose a Type, fill : Deposit

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invoice(eg) , fill an amount within U.P.(net) and click Add button. We can validate this
invoice by clicking on the Validate button. We click on the button Do payment and we fill
the amount paid by the customer. Click on Pay then Validate.
Warning! The button Convert into future discount will appear if and only if the amount
payable shall be raised to zero.

If we click now up on the button Convert into future discount, on the Discounts line you'll
see the amount usable as discount credit.

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From customer tab of a customer sheet, click on “ Add invoice or credit note ”

➔ The Replacement invoice

A replacement invoice can redo an invoice on which there are errors and that nothing has
been done (before any payment). You can only create a single invoice for a replacement
invoice. When you create a replacement invoice R, we choose the Standard Invoice S that
must be replaced. It is no longer possible to create actions on S invoice, although the
latter does not change status after the replacement invoice R has been created to draft
status. If the replacement invoice R is deleted, the bill S resume its initial state and the
life cycle of the invoice S can resume.If the R replacement invoice is validated, F invoice
status then automatically dropped. The cycle of life continues on the invoice R.

➔ The Credit note

You create a Credit note over a standard invoice. You can create several Credit note over
a specific standard invoice. The Credit note is to be transformed into reduction which is
used to reduce the payment of any other bill pending payment.
Once an invoice created (in draft mode), you must include in the invoice some Products or
Services already defined in Dolibarr or that you directly enter the title, the VAT rate, the
unit price. For each line of the invoice you define a quantity and possibly a discount
(percentage).

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Once the invoice ready you will have to commit validate. Warning! this operation is
irreversible. When you validate the invoice a number is assigned to it according to the
numbering scheme that you choose in the module configuration Invoice. If an error is
detected after validating the invoice, you will either to do a replacement invoice or a
Credit note.

8.2.2. Changing a customer invoice

Until the invoice has not been validated, you can correct the content. You can act on
product lines or services, either by removing or modifying the contents of the fields Sales
tax, U.P. (net) or quantity after clicking on the edit icon. You can correct the fields
society (trick!: for that go to Setup>Other setup and in the field “ name ” fill
FACTURE_CHANGE_THIRDPARTY constant giving the value 1), Date, Payment due before,
Payment term, Payment type and Project by clicking the Modify button at the bottom of
the page.

8.2.3. Delete a customer's invoice

For whatever reason, if you delete an invoice, the possibility exists from the Delete button
at the bottom of the form, but remember a reference number has been assigned, and
irreversibly this, you then have a hole in tracking your bills. We recall that the best way to
proceed if an error was detected after validating the invoice is to create a replacement
invoice or a credit note.

8.2.4. Reduce the amount and/or balance due

It is possible to reduce the amount and/or balance to be paid for an invoice, but it should
make a distinction between a discount and a reduction, although the two terms are
sometimes used interchangeably.

➔ Reduction
A Reduction is a reduction in relative (percentage) of the sale price of one or more
products or services detailed in the invoice. This reduction should be set line by line while
editing the invoice and be between 0% and 100% (the discount percentage is then replaced
by the words offered).

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 ➔ Discount
A discount is a reduction in the total price of the invoice. It can be defined in two ways
depending on whether or not it is associated with another bill, that is to say, a payment
already received or not.
1. Discount associated with payment already received
Deposit invoices and credit note, awarded payments already received, can be converted
into future reduction (note also the confusion between discount and reduction). In this
case the reduction once attributed to the current invoice via Section Discounts will be
mentioned in the bottom of the document as a reference prepayments considered, which
are deducted from the total amount of the invoice to specify the balance due. This
discount is not mentioned as a line in the invoice detail.
2. Discount not associated with any payment already received
It is also possible to define a discount that is not related to a payment already received. In
this case, you must go to the customer record, customer tab, and set the discount credits
or deposits (amount) or relative discount (percentage) attributed to the customer, and
why (gesture of goodwill, compensation due to delay delivery, etc.). Once these rebates
granted to the customer, they will be available when editing any invoice for this
customer, in the section Discounts top. Unlike delivered straight to payments already
received, they will be referred to as negative lines in the detail of the bill, and therefore
reduce the total amount thereof, before deducting any payments already received. But
these discounts are not associated with Deposit invoice or credit note.

8.2.5. Hidden Options

Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/ Other setup. Here
are these constants:
FACTURE_SHOW_SEND_REMINDER = Show link “ Send Email reminder ”
Function with the same purpose as link “ Send by email ” (Old obsolete function).
FACTURE_CAN_BE_REMOVED = Allow to delete all invoices.
INVOICE_POSITIVE_CREDIT_NOTE = Amounts of assets are shown positive.
FACTURE_CHANGE_THIRDPARTY = Allows you to change the third party within draft bills.

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 8.2.6. Scripts
Your accountant demands you all invoices paid for the annual report of the company. This
script will allow you to make a PDF file from all selected PDF files. You choose the
command line rules to set which PDF you will include or exclude to make the target PDF.
You can find the rebuild_merge_pdf.php file in the /scripts/ invoices directory.
If you want to run with “ . ”, you must make it executable with `chmod`. For this purpose
type in the shell the following command :
chmod +x rebuild_merge_pdf.php
To select your invoice template to output, you would edit the file to include the name of
the latter otherwise crab will be the default template. We will use the ultimate_invoice1
model (being part of ultimatepdf module)

For the example I make the choice to retrieve invoices paid between 01/10/2012 and
01/03/2013 :

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With the command :
./rebuild_merge_pdf.php filter=payments 20121001 20130331 lang=fr_FR

To retrieve the document built, go to : /documents/facture/temp, you will there find a

pdf named : mergedpdf_payments_20121001_20130331.pdf
The end of the month is harsh, it is difficult to recover the customers settlement, in short
you decide to mobilize all your troops on the ground:
This script sends an email to all sales representatives linked to a customer third party who
has at least one unpaid bill. You will find the file
email_unpaid_invoices_to_representatives.php within /scripts/invoices directory.
If you want to run with “ . ”, you must make it executable with `chmod`. For this purpose
type in the shell the following command :
chmod +x email_unpaid_invoices_to_representatives.php

With the command :

./email_unpaid_invoices_to_representatives.php confirm

Your sales representatives will receive the kind of email :

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 8.3. Supplier's Invoices
8.3.1. Creating a Supplier's Invoice
In the left menu, under the heading Supplier's Invoice , choose the New Invoice link.
Choose a supplier from the drop-down list, enter a reference supplier, optionally a label,
Invoice date, Payment due before, and possibly a public note and click Create draft.
Once the invoice created (in draft mode), you must include in it a new line from the
Products or Services already recorded in Dolibarr or add from the free text block, the
Sales tax, the unit price and quantity.

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To calculate the total VAT, there are 2 modes: Mode 1 is to round the VAT each line and to
compel this rounding. Mode 2 is the sum of VAT each line and then round it. The results
may differ from pennies. The default mode is the mode 1. Depending on the method used
by the supplier, choose the appropriate mode to apply the same rule and get a result
identical to the method applied by your supplier. Once ready invoice you must confirm.
Watch Out! this operation is irreversible. When you post an invoice a number is assigned
according to the numbering scheme you have chosen in the configuration of the Supplier
module.

8.3.2. Modify a supplier's invoice

After clicking on the Modify icon you can act on product lines or services, either by
removing or modifying the contents of the fields (Sales tax , U.P.(net), U.P or Qty). You
can correct the fields Ref. supplier , label, date and Payment due before by clicking on
the Modify button at the bottom of the page.

8.3.3. Delete a supplier's invoice

For some reason, if you decide to delete an invoice, the possibility exists from the Delete
button at the bottom of the form. If you do so, you will be asked :
“ Are you sure you want to delete this invoice ? ”.

8.3.4. Entering Payments

To enter a payment for a supplier's invoice , simply select the relevant invoice in the list
of invoices and click “ Do payment ”. In the new window, fill in the fields “ Date ”,
“ Payment type ”, Possibly related Number and bank account concerned. Think to copy
the amounts paid in the box (es) “ Amount ” at the end of the line, then Save.

8.3.5. Sort the invoice

After issuing a regulation, the bill goes to the state “ Started ” (List of unpaid bills).To be
in status “ Paid ” It is advisable to classify the invoice as paid: select the relevant invoice
and click “ Classify Paid ” Confirm the request unless you have checked the option: “
Classify "Payed" all standard or replacement invoices entirely paid. ”, in which case it will
be done automatically. If an invoice is not classified “ Paid ” but that the regulation is
issued, the bill changes from “ Unpaid ” to “ Started ” but it will always be

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considered an unpaid invoice in the list of invoices.

8.3.6. concrete case

Question : If I get a supplier invoice and a credit note because of an error on that invoice,
how can I face this?
Answer: Enter the supplier invoice (Standard invoice) and enter a standard supplier invoice
but with a negative amount. Pay (do payment). Enter the payment on the invoice supplier
and a negative payment on the supplier credit note. Rank the two bills as “ Paid ”. A
payment debiting and the other crediting appear in bank records.

8.4. Orders to bill

8.4.1. Managing an order invoice
In the left menu, click the Orders to bill link. The list of orders to charge then appears in
the right pane. Warning! only validates orders will appear. They are classified according
to their reference, but you can adopt a different sort by clicking on the icon ascending or
descending of fields Ref., Company, Ref. customer order, Order Date, Delivery Date, or
Status. By clicking on the link of the reference order you open the form of the latter. You
can then using the corresponding button, either:
➔ Clone (trick! : You are offered the opportunity to choose a different Third party as
a customer, for this go to Setup>Other setup and in the field “ name ” fill
FACTURE_CHANGE_THIRDPARTY constant giving the value to 1)
➔ Classify delivered.
➔ Create invoice. Warning! check if an invoice of the total amount of the order is not
already associated with this order, because it is possible to charge the same order
several times.
➔ Ship product, sends you to the tab Sendings/Receivings of the order. For a new
shipment, choose your warehouse source, click the New shipment, specify a
Planned date of delivery , delivery method (Transporter or Catch by customer),
correct quantities to send and create. Quantities shipped decrement, and the rest
to ship must be spent to zero.
➔ Slide to the receiving sheet, and confirm receipt. The process is then completed.

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 8.4.2. Changing an order invoice
Once the invoice of your order is confirmed, you can still change it by clicking on the
Modify button. You can then correct or delete products or services lines, correct fields
Date, Payment term, Payment due before, Payment type and Project. You can then
validate again.

8.4.3. Delete an order invoice

You cannot delete an invoice attached to your order if it is already paid.

8.4.4. Specific case

Question: How to charge at once several orders for the same customer?
Answer : Go on customer card, on customer tab. If there are multiple orders validated,
you should see appear the “ Bill orders ” button

The list of commands validated to charge appears. Select lines to charge and click on
button “ Generate invoice ”

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The command references appear in the fields “ (public) note ” of the draft of your
invoice, and will be indicated on your final invoice.

8.4.5. Hidden Options

Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/Other setup. Here
are these constants:
FACTURE_CHANGE_THIRDPARTY = change Third party as customer.

8.5. Special expenses

8.5.1. Creating an expense
In the left menu, under the heading Special expenses, click the Social contributions link to
display the topic New contribution. Fill in the fields Label, Type, this one embellished
with a star has a dropdown list whose contents can be modified by yourself by going to the
following address: Home>Setup>Dictionaries. Click the name of the dictionary Social
contributions types for adding a Social contribution type (eg URSSAF) to the existing list.
In the Code field, a code modeled on those already present (eg URSSAF) and within label
we add URSSAF . You now find that name in the list of social charges. Returning in the
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dictionaries, you can activate, edit or delete this one. After entering the last field, the
amount, click Add. By clicking on the Social contributions link you will see it appears in
the list.
Under the menu New contributions you'll find the Payments link that takes you to the
Social contributions payments page. Click a link in the Label column to open the card of a
social contribution. The button “ Do payment ” allows you to issue regulations to settle,
after completing at least three mandatory fields (Date, Payment Method and Debit
account), enter the amount and click Save. Now click the button “ Classify 'Paid' ” You
first go through a confirmation phase: “ Are you sure you want to classify this social
charge paid? ” If you answer yes, you will always remain on error the option to edit or
delete the record.

8.5.2. Changing an expense

Go to the plug of the expense to edit, click the Edit button. Only fields Label, End date
for period and Due date are accessible. Practice your changes and save.

8.5.3. Deleting an expense

Go to the plug of the expense to edit, click the Delete button. You first go through a
confirmation phase: “ Are you sure you want to delete this social charge paid? ” If you
answer yes, deletion is final.

8.6. Reporting
8.6.1. Income/Expense by third parties
In the left menu, click Reporting>Income/Expense/By third parties. In the fields right in
the header depending on your configuration, for example if you selected the mode
Incomes-Expenses said cash accounting, will be displayed:
Summary of income and expenses, detail by third parties. (See report Claims-Debts said
commitment accounting for a calculation on issued invoices ). Choose the analysis period
and then click the Refresh button.

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 8.6.2. Turnover by third parties
In the left menu, click on the link underneath by third Turnover.Choose the analysis period
and click Refresh.Third parties (companies) will appear in the first column, followed by
the amount of turnover related to each others and the corresponding percentage. The last
column provides three icons pointing to statistics proposals, orders and invoices related to
the third.

8.6.3. Turnover by user

In the left menu, click on the link underneath Turnover. Choose the analysis period and
click Refresh. Users will appear in the first column, followed by the amount of revenue
associated with each user and the corresponding percentage. The last column provides
three icons pointing to statistics proposals, orders and invoices related to the user.

8.6.4. Sales Journal

A journal is where entries are recorded. In the sales journal, it records all account
transactions 411xxx (Customers). In the left menu, click Reporting>Sales Journal. Choose
the analysis period and click Refresh. Movements for an accounting are broken over three
lines, corresponding to three different accounts, the account of the customer 411xxx,
445xxx VAT account and the account 700xxx product sales.

8.6.5. Purchases Journal

A journal is where entries are recorded. In the purchases journal, it records all account
transactions 401xxx (Suppliers). In the left menu, click Reporting>Journal of purchases.
Choose the analysis period and click Refresh.
Movements for an accounting are broken over three lines, corresponding to three different
accounts, the account provider 401xxx, 445xxx VAT account and on behalf of 600xxx
purchase.

8.7. Margins
8.7.1. Manage production costs/purchase price
Fill your products and services pages, the suppliers purchase price (you can have several) .
They will be offered in choice of purchase price over the input lines of the proposals,
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customers commands and customer invoices( dropdown), they also allow to create
suppliers orders. On suppliers sheets of products and services , you have at your disposal
an additional field called “ charges ” that allows you to add to supplier price your own
charge that will be added to the purchase price. The total will be the cost of your product
or service. By choosing from the module configuration to calculate the net margin, all
margin calculations described below will therefore be made on this cost, not the only
supplier price. If you enter a supplier price for a minimum number of items (example, 100
DVD) because you have a particular price from a threshold of purchased products, you can
also enter the load corresponding to the “ lot ”. It will be distributed to be taken into
account a unit cost of each item ordered this lot.

8.7.2. Manage your sales representatives

To follow the trade margins, you must have as many user account as different sales
representatives. It must be internal company accounts, not external accounts. Then on
the tab “ Card ” of your customers, you should choose a sale representative to attach to
this customer. From there, regardless of the user who creates invoices, margins will be
recorded to this sale representative, unless you set a contact type and a different user on
the invoices (case by case).
Warning! Dolibarr allows to assign multiple sales representatives to a third party.
However, the margins module does not actually handle such case, and margins will be
multiplied by the number of sales representatives indicated.
So you will need to assign one sale representative by third party (the principal), and
manage cases of different sales representative via the “ Contacts/Address ” of each
relevant document tab choosing the user concerned, and the type of contact that you
defined within the module setup.

8.7.3. Entering a material document

When entering lines of proposal/order/invoice, choose or enter the purchase price of the
product or service to include the line in the calculation of margins.
Choice of purchase price :
➔ If you choose a “ free ” line, you specify the selling price and the purchase price
(or cost depending on your choice overall calculation).
➔ If you choose a product or service of your products/services base, you can choose
a supplier price as specified on the form, or enter a free purchase price.
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Warning! : if the purchase price is not specified, the inclusion of the line in the margin
calculation will depend on the setting you have set in the module configuration. A table
summarizing the margins for the current document, with a line for product margins, one
for margins on services and one for the total margin of the document is displayed on the
screen of each document.

8.7.4. Case of discount

A remission on a line will be taken into account for the calculation of margin. Global
discounts are taken into account based on module configuration.

8.7.5. Overall summary

Go to the Summary General by commercial, customer or product/service by clicking the
Margins menu in Accounting/Treasury.The inclusion of the margins into the summary
tables is made on validated invoices. For each tab on this screen, you can display the
summary tables or detail by product, customer, or sale representative. You can also select
a range of dates of inclusion of bills validated.

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9. Bank/Cash

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 9.1. Introduction
Tab Bank/cash comprises the modules:

➔ Banks and cash for managing financial accounts like bank accounts, postal boxes or
liquids.
➔ Standing orders for Standing orders and withdrawal management

Configuration
These modules come standard with Dolibarr distribution, so it is already installed.
To use these modules, you must first activate them. To do this, after connecting with an
administrator account, go to the page “ Home - Setup - Modules ”.
1. You can find the module Banks and Cash in the family Financial Modules
(Accounting/Treasury). The state symbol should be green to indicate its activation,
the following symbol, end of line provides access to the specific setup page.

Parameters
In Settings you can enter one additional comment that will appears on cheque
receipts (There is no automatic wrapping, so if line is out of page on documents
because too long, you must add yourself carriage returns in the textarea.)

Display order of bank accounts for countries using “ detailed bank number ”
Moreover, the display order information bank for the countries in the retailer. To
date, two options are available to us, or the display order general or the Spanish.
The module is operational.

Définitions
A bank account is a bank account (this account can often write checks or pay by
credit card).
A box is the box cake grandmother in which we put cash or a wallet or even the
cash register of traders.

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 When we receive a payment by check, it will necessarily be deposited in a bank
account (bank account) but when receiving cash, it is possible to store notes in a
wallet, a cash register (cash account) as to put aside for deposit in the bank.
Dolibarr can creates as many accounts or bank accounts that need cash. To
manage cash, it will take at least one (usually bank account, unless the managed
trade does not accept checks or blue card and everything is made in cash, purchase
as a sale), but this is optional. If the cash should not be managed by Dolibarr
module Bank/Fund may be disabled.

2. You can find the module Standing orders in the Financial Modules
(Accounting/Treasury) family. The state symbol should be green to indicate its
activation, the following symbol, end of line provides access to the setup page
specific.

Parameters
Responsible user : Select from the dropdown list the user responsible for
withdrawal management.
Fill in the National Transmitter Number which is the default Id prof. 1 (SIREN).
For a National Transmitter Number, you must send to your bank a demand of grant
based on letter headed of your company, bearing the signature of a duly authorized
employee with the same bank.
And select from the dropdown list the account receiving the withdrawals.
- Click on the “ Save ” button.

9.2. Bank/Cash
9.2.1. Creating a new financial account
In the left menu, under the heading Bank/Cash, select the New Account link. Fill in the
reference field (a number or text shortcut account or credit). For the Label of the account
or cash account will generally called the bank's name for a bank account. Choose from the
drop-down list the type of account (savings bank/investment bank current account or card
account cash/liquid). Select the currency. The account status (open or closed). Choose

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your country for which the account is opened. The accounting code included in the French
chart of accounts:

Account 550 -
1. Analytical account 550/1 - Bank account in the bank Xxxx
2. Analytical account 550/2 - Bank account in the bank Yyyy

The web address of your online banking.

The initial balance of your account on a given date.
The Minimum authorized and/or desired.
Once all the details filled in, click “ Create Account ”.
Your account will now appear under the title “ Bank accounts ” In the left column. Click
on the account name, select the tab “ Account Number ” And click “ Modify ” (Bottom
right) to fill in the details RIB.

9.2.2. Creating an heading categories

You can group under the name of a topic of common expenses, such as “ gasoline account
” To track all your passages to the pump. To fill this wording in the available field and click “
add ”

9.2.3. Creating a bank transfer

By entering a transfer from one account to another one, Dolibarr will write two records (a
debit in source account and a credit in target account, of the same amount. The same
label and date will be used for this transaction). For example, the Dolibarr foundation has
two accounts, a Paypal account for online payments (either Dolistore sales or donations or
contributions), and Caisse d'Epargne bank account. We need to make regular transfers
from Paypal account to the account Caisse d'Epargne, a single write is necessary to leave a
trace in the two accounts.

9.2.4. Hidden Options

Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/Other setup. Here
are these constants:
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BANK_DISABLE_DIRECT_INPUT = Prevents the wrong user to add a live writing line in the
account.

9.3. Checks deposits

9.3.1. Creating a new deposit
In the left menu, under the heading Checks deposits, select the link New deposit.
Select/filter checks to include into the check deposit receipt. Fill a Check reception date
and choose from the dropdown bank account into which the deposit is made. Click “
Create receipt ” .

9.3.2. Changing a deposit

The only possible change is the date of delivery. The radical solution is to remove the
deposit and start creating a new repository (all checks surrender deleted reappears in the
list of checks to be processed).

9.3.3. Delete a deposit

Click “ Remove ” And answer yes to the following prompt “ Are you sure you
want to delete this note? ”

9.4. Standing orders

9.4.1. Creating a new standing order
In the left menu click Standing orders >New standing order . The realization of a new
standing order requires the existence of pre invoice, with the mode of payment standing
order . Ensure that invoices are on companies whose BAN (RIB) is properly informed.
From the screens you apply for a debit invoices awaiting payment of your choice. Then from
the screen or a script, you can generate the text file and automatically create standing
orders in Dolibarr payment.

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Click the Standing orders tabs of the invoice which payment type is configured to Bank's
order.
Then click “ Make a withdraw request ”. You can now find your bill pending in the space
samples (Banks/Cash>Standing orders>New Standing orders)
Click withdraw all. The link to the levy is therefore listed at the bottom of the page.

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The reference is a clickable link that opens on the card tab of the withdrawal receipt. The
latter condition is still “ Waiting ”. The tab “ Lines ” displays the list of withdrawals. If
after an error you wish to remove a withdrawal line, it can't be done individually, you will
have to return to tab “ Card ” and click the “ Delete ” button, which removes the all
receipt. Invoices to collect are then again available on the module's home.

To change the state of withdrawal receipt, click “ Set to status ‘File sent’”

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10. Projects

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 10.1. Introduction
The Projects module allows you to define task lists. It also includes all the elements of
dolibarr such as business proposals, orders or invoices.

Definition
A task has the following characteristics:
➔ A label.
➔ A description.
➔ A start date.
➔ An end date or time, but one or the other and not both.
➔ A percentage of progress.
➔ A priority.
➔ A status (Draft, validated or closed).

Configuration
This module comes with standard Dolibarr distribution, so it is already installed.
You can find it in the Projects/Collaborative work Family. The state symbol should be
green to indicate its activation, the following symbol, end of line provides access to the
specific setup page module:

Projects numbering model

Choose here the numbering model for your projects
Choose the Simple model:
Returns the reference number with format PJyymm-nnnn where yy is year, mm is month
and nnnn is a sequence without hole and with no reset .
Choose the Universal Model:
Returns a customizable number according to a defined mask.

Tasks numbering module

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Choose here the numbering task for your projects
Choose the Simple model:
Returns the reference number with format TKyymm-nnnn where yy is year, mm is month
and nnnn is a sequence without hole and with no reset.
Choose the Universal Model:
Returns a customizable number according to a defined mask.

Project reports document model

Then choose your document template to display your project reports by clicking the
activation button which must turns green. All enabled models will appear in the dropdown
list when creating a project. You can choose a default template.

Under tab Complementary attributes (projects)

Define here all attributes, not already available by default, and that you want to be
supported for projects. The list of type is highly enriched since Dolibarr 3.3 (String, Long
text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone, email, Select
list, select from table, separator, Checkbox, Radio button).

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For example adding a complementary attribute Select from table, we feel an Order (which
applies only in the complementary attributes list), a label : Material used, an attribute
code : matused , a type : Select from table, a value : we chose the product table, the
label field (from product table), we record. Now if we create a new project, we find the
products drop-down list in the sheet.

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Under tab Complementary attributes (tasks)
Define here all attributes, not already available by default, and that you want to be
supported for projects (tasks). The list of type is highly enriched since Dolibarr 3.3
(String, Long text, Integer, Float, Date, Date and hour, Boolean(checkbox), Price, Phone,
email, Select list, select from table, separator, Checkbox, Radio button).

10.2. Projects
10.2.1. Creating a new project
Under the header My Projects or Projects click the New Project link. A project can be
private or public. Public projects (and tasks) can be read/edited by anyone who has
permissions Project. Private projects (and their tasks) can be read/edited by users who
have Project permissions and more are defined as contact for the project, as well as the
creator of the project (If all project contacts are removed we must maintain at least one
user able to edit the project, if only to add contacts. He is the creator).

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 ➔ The reference field automatically increments depending on numbering model of
your projects references.
➔ Fill in the Label field.
➔ If items (invoice, order, ...) belonging to another third party that the one chosen
have to be related to the project to create, leave blank to allow the multi-third
party project.
➔ Choose the visibility mode (only project contacts, or everyone).
➔ Fill in a starting date,
➔ Possibly an end date, and a description.
➔ Go on the “ Project Contacts ” tab to choose a user contact and one or several
third party contacts associated with the project.
➔ Then head on the “ Refering Objects ” tab to link business proposals, orders or
invoices to the project.

10.2.2. Deleting a project

Go on the project page to delete, and click the button “ Remove ”, depending on the
progress of the project the message that will be displayed may be: “ Are you sure you
want to delete this project? ” This will destroy also the project tasks (xx tasks now) and
monitoring consumed.

10.3. Tasks/Activities
10.3.1. Creating a new task
Under header My tasks activities or Tasks activities click on the New Task link. The
creation of a task can also be done via the button “ Add Task ” from the Tasks Tab of a
Project.
You can only create a task on a shared project (without charge assigned) or on a project
which we are responsible.
A task can be created in the project or in another project task.
Assign the project to one of your users. Give a start date, an end date eventually. Planning
workload. Click the “ Add ” button. Your task is now functional.

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If you now click on the reference or the wording of the task, a new block with tabs
appears under the project block. The “ time consuming ” tab allows you to manage the
time consumed by the user assigned to this task.

10.3.2. New time consumed

Under header My tasks activities or tasks/activities click on the link New time consumed.
The creation of a new time spent can also be done via the button “ Add ” from the “ Time
spent ” tab of a task. Assign a resource ( project contact), on a given date, with a note
and duration, and click “ Add ”. The time consumed is added with a possible existing
consumed.

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11. Human
Resource
Management

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11.1. Introduction
The HRM tab contains modules
● Holidays : Declaration and monitoring of employee leave.
● Expense and trip notes : Expense and trip notes management.

Configuration

This module comes with standard Dolibarr distribution, so it is already installed.

❖ You can find Holidays module in the Human Resource Management Family. The
state symbol should be green to indicate its activation, the following symbol, end
of line provides access to the specific setup page module.
Main settings of holidays :
Deadline to apply for holidays ( fill a value in days )
Préevent the approbator if the holiday request exceed delay ( check box).
Prevent the approbator if the holiday request exceed the balance ( check box).
Number of holidays added every month ( incrementing 2.08334 days every month to our
case ).
Number of holidays to be deducted per day of holiday taken ( value in days ).
Last updated automatically of holidays ( the last date is automatically displayed).

Settings of holidays related to events

Create a exceptional leave : Enter the event name (eg wedding) and match a number of
days for this event.

❖ You can find Expense and trip notes module in the Human Resource Management
Family. The state symbol should be green to indicate its activation. There are no
specific settings.
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11.2. Holidays
11.2.1. Apply for holidays
Within left menu, under holidays, choose apply for holidays’s link to display Apply for
holidays card. At top of page you’ll be noticed « Applications for holidays must be made
at least 31 day(s) before them. » ( It depends of the number of days you specified in the
administration part ).

Fill the recipient user, Start Date (First day of leave) End Date (Last day of leave) in the
drop down list Will be reviewed by: select the user in charge of validating the demand,
you can provide a description and finally click Creating demand for holidays.

Once validated, the request is in the awaiting approval state. The administrator
responsible for managing applications then either clicks Approve or Refuse.

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Go to Users & Groups on a user card, you will notice the presence of a tab taking leave
requests and the leave balance of the user.

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11.2.2. Edit demand
The Edit button lets you edit the vacation request. You can then correct the Start Date
(First day of leave) End Date (Last day of leave), description, and the approver.

11.2.3. Delete a demand

A demand once validated can not be removed, it can only be canceled.

11.3. Trips and expenses

11.3.1. Create an expense
In the left menu under the heading Trips and expenses, choose the New link to display the
New expenses card report. Choose a type of fees from the dropdown list, the user
concerned, the date of the expense, mileage if it is a Trip, or the amount of the
expenditure in other cases, and to finish thirdparty which can be related spending. The
expense report can also be attached to a project.

11.3.2. Modify an expense

The Edit button lets you edit the expense report. All fields filled when creating the card
are accessible for a possible correction.

11.3.3. Delete an expense

Typically by clicking the delete button. Warning! if the button is not accessible, check
that you have received the rights to do this in user permissions.

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12. Tools

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 12.1. Introduction
The Tools tab contains multi-modules tools

❖ EMailings
This module allows you to send mass emails to all or part of your customers, suppliers,
prospects, members, users ...

Configuration
This module comes with standard Dolibarr distribution, so it is already installed.
To use this module, you must first activate it. To do this, after connecting with an
administrator account, go to the Home - Setup - Modules.

The module is located in the main Modules tab in multi-modules tools family. Click up on
Enable. The state symbol should be green to indicate its activation, the following symbol,
end of line provides access to the specific setup module page:

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The configuration page allows you to set the email address of the sender (From) and the
return email address to retrieve emails in error (Errors-to). This is important to fill if you
want to avoid being blacklisted.
Allow to use the “ Read receipt ” tracker and the “ Unsubscribe ” link Click on on/off
button to make it going green. The field of the security key for the encryption of URLs
used in the functions of Read receipt and Unsubscribe should now be filled in
automatically.
The introduction in your email of substituent constant __CHECK_READ__ and
__UNSUBSCRIBE__ are now functional.

If sending emails is bad, go to Home-Setup-Emails:

This page allows you to change the PHP settings related to mails sending. In most cases
the OS as Unix/Linux, PHP settings are already correct and this page is useless.
Default used is the PHP mail function.
Warning! on some Unix systems, with this method of dispatch, in order to send emails in
your name, the runtime configuration of sendmail must contain the -ba option (parameter
mail.force_extra_parameters in php.ini file). If some of your recipients do not receive the
message, try changing this setting PHP with mail.force_extra_parameters = -ba.

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Feature to send mails using method “ PHP mail direct ” will generate a mail message that
might be not correctly parsed by some receiving mail servers. Result is that some mails
can't be read by people hosted by those bugged platforms. It's case for some Internet
providers (Ex: Orange in France). This is not a problem into Dolibarr nor into PHP but onto
receiving mail server. You can however add option MAIN_FIX_FOR_BUGGED_MTA to 1 into
setup - other to modify Dolibarr to avoid this. However, you may experience problem with
other servers that respect strictly the SMTP standard. The other solution
(recommended) is to use the method “ SMTP socket library ” that has no disadvantages.

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Clicking on the button “ Test server connectivity ” Should indicate :
Test server connectivity:
Server is available at address ssl://smtp.gmail.com on port 465

❖ Exports assistant

Configuration
This module comes with standard Dolibarr distribution, so it is already installed.
To use this module, you must first activate it. To do this, after connecting with an
administrator account, go to the Home-Setup-Modules.
The module is located in the main Modules tab in multi-modules tools family. Click up on
Enable. The state symbol should be green to indicate activation.

❖ Imports assistant
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Configuration
This module comes with standard Dolibarr distribution, so it is already installed.
To use this module, you must first activate it. To do this, after
connecting with an administrator account, go to the Home-Setup-Modules.
The module is located in the main Modules tab in multi-modules tools family. Click up on
Enable. The state symbol should be green to indicate activation.

12.2. Emailings
12.2.1. Creating a new Emailing
Mailing functions are accessible from the “ Tools ” menu. In the left menu, under the
heading emailings, choose the link “ New emailing ”. Complete the description field (eg “
Renewal fee ” ) Is the title that will appear in the list of Emailings. If you have configured
two email addresses in the administration module, the following two fields are already
filled. Enter a title in the field “ Subject of the email ” . Replace the background color
using the Color Picker tool if you want to customize your mail. Enter the contents of the
email with any substitution variables (__LASTNAME__ for Name, __ FIRSTNAME__ for First
Name etc ...), format using CKEditor tool, and click the button “ “ Create emailing ”

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You must then choose the recipients, in predefined lists, and for that, go to the tab “
Recipients ” and click the button “ Add ” from Predefined lists of recipients. In our
example, “ Selection modules recipient ” We choose the line Members in the drop-down
list, select “ validated (expired) ”, Subscription end date : After 01/01/2012 and Before
01/12/2012 click on “ Add ”.

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Returning to the tab “ Data emailing ” you can either test your mailing with a personal
address by clicking on the button “ Test email ” or directly click the “ Submit emailing ”,
confirm, and a pop up will appear with the following content to validate “ For security
reason, sending an emailing is better when performed from command line. Ask your
administrator to launch the following command to send the emailing to all recipients :
php ./scripts/emailings/mailing-send.php 2 (if id of your emailing is 2) ”

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Warning!: Only an email to the validated status can be sent in bulk.
Now click “ Send emailing ”. The overall status of mailing, as well as the result of sending
to each recipient, will be updated and searchable.

12.2.2. Amend an Emailing

It is possible to clone an existing Emailing, going on the list of Emailings already created
and sent. References are clickable links that refer to the corresponding Emailings which
are then reused by clicking on the button “ Clone ”.
Only uncommitted Emailings are still editable. A clone Emailing can also be modified.

12.2.3. Delete an Emailing

An Emailing can be deleted, validated or not by clicking on the button “ Delete emailing ”
and after having responded positively to the request for confirmation “ Do you confirm the
suppression of mailing? ”.

12.2.4. Hidden Options

Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/ Other setup. Here
are these constants:
MAILING_LIMIT_SENDBYWEB = configures the number of emails sent directly without
sending the command line.

12.3. Export Assistant

12.3.1. Creating a new export
Go to the menu Tools/Export assistant/New export.
Choose a set of predefined data you want to export.
For our example we will select the module “ Members ” , With exportable data
“ Members and Subscriptions ” Click icon to ultimately reach the next step.
Select the fields to export, or select a predefined export profile. By clicking “ All ” List of
“ Exportable fields ” Passes in the column “ Exported fields ”. In the next step you can
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sort the order of the list of fields to export. Now select the export format from the
dropdown list and click “ Generate ” To make the export file. Existing formats are CSV or
TSV (Text File) or XLS (Excel Format native).

12.3.2. Hidden Options

Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/ Other setup. Here
are these constants:
EXPORT_CSV_SEPARATOR_TO_USE = character value to be taken as a CSV file delimiter
(default Dolibarr is ",").
Example: EXPORT_CSV_SEPARATOR_TO_USE =;
EXPORT_CSV_FORCE_CHARSET = Selects Charset of the file generated by the CSV
exports. Default: UTF-8.
Example: EXPORT_CSV_FORCE_CHARSET = ISO-8859-1

12.4. Import Assistant

12.4.1. Create a new import
Go to the Tools/ Import assistant/New import.
In step 1, choose a predefined batch of data you wish to import. We continue our example
with the module Members and click on the icon “ New import ” .
In step 2 we choose the file format that we want to import by clicking on the icon at the
end of the line.
In step 3, select the file to import that is on your computer and click add to send on
Dolibarr. Once the file is uploaded, click on the icon at the end of the line to move to the
next step.
In step 4, in the left column are the fields which are in the file that you submitted. To the
right are the fields in Dolibarr. Move the fields of the left column in the ascending or
descending by a drag and drop by placing your mouse at the arrow, so that each field in
the input file is located in front of the field line Dolibarr. If a field in the input file can not

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be imported, it must move down below the line “ Fields of the source file not imported
”.
Tip!: If no fields in your import does not match Dolibarr line, use a line “ No field ” That
you put in front.
Tip!: End of the line, passing the mouse over the question mark, you can get information
about the expected values to put in the field Dolibarr, possibly with constraints and
examples of values.
In step 5, check or uncheck “ Do not import the first line of the source file ”,
Then click “ Run the simulation of import ”. The simulation will attempt to insert within
database canceling operations at the end. An error report is then displayed. If there is no
error, you can click “ Import final launch ” Which will be final.The imported data is
appended to existing data.

Warning! : Often errors in the simulation phase came from the importation of the first
line, if it corresponds to the title fields.
Tip! : Consider adding a column with value 1 countries because import does not default
country.
Tip! : All data are imported into dolibarr with import_key field with a value that
corresponds to the date of import. In case of problems detected after the fact, you can
with a SQL editor easily find the lines in question.

12.4.2. Hidden Options

Some hidden options within the interface are available. In most cases, you do not need
these features and their use may make the application unstable.
To enable this options you must define a constant to 1 in Home/Setup/ Other setup. Here
are these constants:
IMPORT_CSV_SEPARATOR_TO_USE = character value to be taken as a CSV file delimiter
(default Dolibarr is ",").
Example: IMPORT_CSV_SEPARATOR_TO_USE =;
IMPORT_CSV_FORCE_CHARSET = Selects file Charset generated by the CSV exports. By
default UTF-8.
Example : IMPORT_CSV_FORCE_CHARSET = ISO-8859-1

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 12.5. Print barcode
With this tool, you can print a sheet of bar code labels. Select your label sheet size, the
type of barcode and value of the barcode and click the button “ Generate page to print ”.

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 12.6. Poll
12.6.1. New poll

You can create a new poll, either by date or standard.

12.6.2. List
List of already completed surveys.
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13. Organizer

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 13.1. Introduction
Calendar module can receive a calendar Dolibarr and manage concepts such events or
appointments.

Definition
Events and appointments (events)
● Event (event for standardized language), is a concept that characterizes
● instant action or long that took place in the past or will occur in the future.
● It has the following characteristics:
● A label (In the ical norm: summary)
● A description (In the ical norm: description)
● A start date (In the ical norm: dtstart)
● An end date (In the ical norm: dtend) or time (In the ical norm:
● duration) but it's one or the other and not both.
● A place like a room name for example (In the ical norm: location)
● Priority (In the ical norm: priority)
● Transparency (in the standard ical: transp) said that if the actors
● are rendered unavailable by this task.
● Status (tentative, confirmed or canceled), rarely used.
● Other less structuring information.

Example of use: This is the information that you see in Outlook Calendar (Calendar tab),
Evolution or Thunderbird/Lightning. We use the “ events ” to store appointments, for
example, but they can also be used to store a job to do in a given date range.
In Dolibarr : This notion is managed by the module Agenda. Dolibarr added the concept of
percentage of completion.

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Configuration
This module comes with standard Dolibarr distribution, so it is already installed.
You can find it in the Projects/Collaborative work Family. The state symbol should be
green to indicate its activation, the following symbol, end of line provides access to the
specific setup page module :

❖ Automatic feeding of the agenda

et in this tab the events for which dolibarr will automatically create an action agenda. If
no box is checked (default), only manual actions will be included in the agenda.
Selected events ( invoice creation, order validation) are then automatically saved in the
calendar. They symbolize a business action that has been performed. They are created

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status achieved (percentage of completion = 100%). The duration of these events is usually
0 seconds (end date = start date).

❖ Export calendar
This page allows you to configure some options for exporting your calendar view Dolibarr
to an external calendar (thunderbird, google calendar, ...)

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 ❖ Import external calendars
This page allows you to add sources external calendars to view in the agenda Dolibarr.

13.2. Events
13.2.1. Creating a new event
In Dolibarr, also called the events, actions. There are automatic actions
(created automatically by Dolibarr) and manual actions (explicitly created by the user). It
is the vocation of the Agenda module that handle this type of event.
In the left sidebar, under the header “ Events ” Click on the line “ New event/task ”
Choose a title(eg : Go local cattle market ...). If the box “ Event day ” is Checked the
schedule options will be grayed out. Fill a start date and end date. State/Percentage if
applicable. Assign action. Click “ add ” . Your event is now in the list of events.

13.2.2. Edit an event

Go to the event you want to change the line through the “ List ” In the left menu under
the header “ Events ”. Select the desired event in the list, click on the hypertext link to
open the event page and click “ Modify ”. The card is now edited, and it is possible to
change things.

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 13.2.3. Delete an event
Go to the event you want to change the line through the “ List ” In the left menu under
the header “ Events ”. Select the desired event in the list, click on the hypertext link to
open the event page and click the “ Delete ” button.
Answer yes to the question “ Are you sure you want to delete this event? ”

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14.Complementary
Modules

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 14.1. Introduction
Complementary modules are features, not provided in standard Dolibarr distribution, that
you can add to Dolibarr by adding new files components.
The DoliStore web site offers an area to download modules built by external editors :
DoliStore.com

14.2. Ultimatepdf
14.2.1. Informations
Editeur : Atoo.Net
Web : www.atoo-net.com
Statut : stable
Prérequis : Dolibarr min version 3.3.x , 3.4.x , 3.5.x ou 3.6.x ( depending Dolibarr
version)

14.2.2. Features
Add, into Dolibarr ERP/CRM software, Allows you to customize your pdf documents to give
the graphic of your company. You can choose the color of the font, borders and frames
funds and choose to have contour lines continuous or dotted.
Also adds many features to documents :
● Promissory Notes for invoices
● Add References column
● Masquer la colonne et les montants de TVA
● Block company stamp and “ Agreed and signed ”
● Currency Symbols displayed after amounts
● Thumbnail picture of products within proposals.
● Choice between several logos for your documents
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 ● Choose the font of your choice (Helvetica, DejaVuSans, FreeMono)
● Change the height of the space for the free text block
● Show a background image on your documents

14.2.3. Prérequis
Dolibarr min version 3.5.0 or more.

14.2.4. Installation
● Download archive file of module (.zip file) from web site www.dolistore.com or
from any other source.
● Place file into dolibarr root directory else create a custom directory into dolibarr
root to put it with all your complementary modules ( If you choose this option,
remember to uncomment the two related lines of the file conf ).
● Uncompress file with command unzip ultimatepdf.3.x.x.zip
Module is ready to be used.
You can watch here an online video for configuration

14.2.5. Setup
To use this module, you must first enable it. For this, with an administrator account, go on
page “ Home - Setup - Modules ”. The module appears within Main Modules/Multi-modules
tools, click on “ Activate ”. The state symbol should be green to indicate its activation,
the following symbol, end of line provides access to the specific setup page. You will now
need to enable models “ ultimate ” in all modules where they are present :
● ultimate_propal1 and ultimate_propal2 within proposals document models,
● ultimate_order1, ultimate_order2, ultimate_proforma1, ultimate_proforma2
within orders document models,
● ultimate_inter within interventions document models,
● ultimate_shipment within shipments document models,
● ultimate_receipt within delivery order document models,
● ultimate_invoice1 and ultimate_invoice2 within invoices document models,
● ultimate_supplierinvoice within supplier invoices document models,
● ultimate_project within projects document models.
The module is now activated.

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Specific configuration page module:
In the configuration page dedicated to the module, two main tabs:
● Models tab
Here you can create and edit your models, for that purpose :
● Click on the color pickers, apply for the one you want for background color, edge
color or text color,
● Display or hide the reference column.
● Display or hide the column and VAT amount,
● To choose a different logo from the one configured in the administration of your
company,
● Choose another font (eg Use DejaVuSans to make a language require UTF8, eg
Cyrillic),
● To change the height of the space for the free text block (This is the text that you
can place in Additional comment on commercial proposals, orders and invoices),
● To change the font size of the free text,
● To display a background image on your documents, but watch the weight of the
image, because this one is added to the document. Also, be careful because this
option can disrupt TCPDF generation and some of the content may disappear
behind the image.
● Adjust the size of the photo thumbnail products in your documents if you set its
display,
● Adjust the size of the logo in the header of your documents.

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Click the Edit button to access the model setup.

Validate by clicking on Update button or cancel.

● Options tabs

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The options apply generally to all types of documents, it is not necessary to click again on
the model to validate the changes. You can then :
● Display phone, fax and email if a contact address is used,
● Hide VAT intra within addresses blocks,
● Hide the long description in the description column,
● Hide references in the description column,
● Hide all data in the column following the description (VAT RRP, Qty, Shed, Total),
● Hide only VAT column, but display the amounts in total,
● Hide amounts without tax,
● Hide quantities,
● Hide amounts with taxes,
● Add a dotted line between the lines of products/services,
● Do not repeat the header if there are multiple pages,
● Configure the type of barcode used by default for third parties.

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Setup page of “ Proposals ” :
The following settings apply specifically about your business proposals :
● Show a fold mark to the third of the page to prepare the sending of mail,
● View the signature of the representative in charge in the public block note,
● Display : “ Agreed and signed ”,
● View thumbnail images of your products within your Proposals,
● Hide RIB part of bank account within proposals,
● View the third party barcode at the top of your proposals,
● View the thirdparty QR-code at the top of your proposals,
● View your QR-code at the top of your proposals (By cons this is either QR-code
Third party or yours, because the location is the same),
● Attach pdf files by merging the commercial proposal.

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Setup page of “ Orders ” :
The following settings apply specifically about your orders :
● Show a fold mark to the third of the page to prepare the sending of mail,
● View the signature of the representative in charge in the public block note,
● Display : “ Agreed and signed ”,
● View thumbnail images of your products within your Orders,
● Hide RIB part of bank account within orders,
● View the thirdparty barcode at the top of your orders,
● View the thirdparty QR-code at the top of your orders,
● View the order link QR-code at the top of your orders,
● View your QR-code at the top of your orders (By cons this is either QR-code Third
party or yours, because the location is the same),
● Attach pdf files by merging the orders.

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Setup page for “ Invoices ” :
The following settings apply specifically about your invoices :
● Show phone, fax and email if a contact address is used,
● Hide VAT intra within addresses blocks,
● Show a fold mark to the third of the page to prepare sending of email,
● View the signature of the representative in charge in the public block note,
● Display : “ Agreed and signed ”,
● View thumbnail images of your products within your invoices,
● Hide RIB part of bank account within invoices,
● View the third party barcode at the top of your invoices,
● View the third party barcode at the bottom of your invoices,
● View the third party QR-code at the top of your invoices,
● View your QR-code at the top of your invoices (By cons this is either QR-code Third
party or yours, because the location is the same),
● Attach pdf files by merging the orders.

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Setup page for “ Shipments ” :
The following settings apply specifically about your shipments:
● View the signature of the representative in charge in the public block note,
● View LS and LR columns,
● View the thirdparty barcode at the top of your Shipments,
● View the thirdparty QR-code at the top of your Shipments,
● View the order link QR-code at the top of your Shipments,
● View your QR-code at the top of your Shipments (By cons this is either QR-code
Third party or yours, because the location is the same).

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You have the ability to switch between several designs for your models, from the little
icon in the upper right menu.

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Each team member can have its own design for all its documents. Passing the
mouse over the icon shows you what design is in use, clicking it opens access
to a scrolling list of all the designs.

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