dolibarr/README.md
2011-09-30 17:46:55 +02:00

3.9 KiB

DOLIBARR ERP/CRM

INSTALL

If you have no technical knowledge, use Windows and you are looking for an autoinstaller to install Dolibarr ERP/CRM in few clicks, you must download DoliWamp (the all-in-one package of Dolibarr for Windows).

You can download it at: [Official Website] (http://www.dolibarr.org/downloads/cat_view/62-stable-versions)

If you already have installed a Web server and a Mysql database, you can install this version like this:

  • Copy directory "dolibarr" and all its files inside your web server root, or copy directory anywhere and set up your web server to use "dolibarr/htdocs" as root for a new web server virtual host (second choice need to be server administrator).

  • Create an empty file "htdocs/conf/conf.php" and set permissions for your web server user (write permissions will be removed once install is finished).

  • From your browser, call the dolibarr "install/" page.

Url depends on choice made on first step:

http://localhost/dolibarr/htdocs/install/

or

http://yourdolibarrvirtualhost/install/
  • Follow instructions provided by installer...

UPGRADE

To upgrade Dolibarr from an old version to this one:

  • Overwrite all old files inside old 'dolibarr' directory by files provided into new version package.

  • If you came from version x.y.z to x.y.w (only third number differ), there is no need to run any migrate process.

  • If you came from a beta version or from any version x.y.z to any other where x or y number differs, you must call the Dolibarr "install/" page in your browser (this should be done automatically at first dolibarr access).

This URL should looks like:

http://localhost/dolibarr/htdocs/install/

or

http://yourdolibarrhost/install/index.php

Then choose the "update" option according to your case. Note: Migrate process can be ran safely several times.

WHAT'S NEW

See ChangeLog file.

WHAT DOLIBARR CAN DO

Main modules/features:

  • Products and services catalog
  • Customers, Prospects or Suppliers directory
  • Address book
  • Stock management
  • Bank accounts management
  • Orders management with PDF export
  • Commercial proposals management with PDF export
  • Contracts management
  • Invoices management with PDF export
  • Payments management
  • Standing orders management
  • Shipping management
  • ECM (Electronic Content Management)
  • EMailings
  • Agenda with ical,vcal export for third tools integration
  • Management of foundation members
  • Donation management

Other modules:

  • Bookmarks management
  • Can reports Dolibarr events inside Webcalendar or Phenix
  • Data export tools
  • LDAP connectivity
  • Third parties or products categories
  • ClickToDial phone numbers
  • RSS

Miscellanous:

  • Mutli-user, with several permissions levels for each feature.
  • Serveral menu managers (can be used by internal users, as a back-office, with a particular menu, or by external users, as a front-office, with another menu and permissions).
  • Very user friendly and easy to use.
  • Optional WYSIWYG forms, optional Ajax forms.
  • Several skins.
  • Code is highly customizable (a lot of use of modules and submodules).
  • Works with Mysql 3.1 or higher, experimental support for PostgreSql.
  • Works with PHP 4.3 or higher.
  • An easy to understand and maintain code (PHP with no heavy frameworks).
  • A trigger architecture to allow you to make Dolibarr business events run PHP code to update your own information system.
  • "NPR VAT Rate" (French particularity for managing VAT in DOM-TOM called "Non Perçue Récupérable").

WHAT DOLIBARR CAN'T DO YET (TODO LIST)

This is features that Dolibarr does not support completely yet:

  • Accountancy.
  • Dolibarr can manage only one currency.
  • Dolibarr does not support the double Canadian Tax.
  • Dolibarr does not make coffee (not yet).
  • Stock management with option increase/decrease on invoice works on warehouse number one only (no way to choose warehouse).
  • Stock management with option increase/decrease on orders works on warehouse number one only (no way to choose warehouse).