- Objective : Implementing Dolibarr to manage sales, customers, inventory and accounting.
- Target audience: SMEs, independents, cooperatives, NGOs.
- Duration : 1 day
- Format: In-person or remote
- Tools used: Dolibarr
- Price : Price upon request
Beginner Level
1. Introduction to Dolibarr – General Getting Started
- Objective : Understanding the Dolibarr interface, menus, entities and logic.
- Audience : SME executives, managers, assistants
- Duration : 1 day
- Tools : Dolibarr (all modules)
2. Create your own customers, suppliers and products
- Objective : Add the basic records: contacts, clients, products, services.
- Audience : Administrative assistant, salesperson, SME manager
- Duration : half day
- Tools : Third-Party Module, Products/Services
3. Issue your first quotes and invoices
- Objective : Create quotes, convert them into invoices, track payments.
- Audience : SMEs, traders, self-employed
- Duration : 1 day
- Tools : Quotes, Invoices, and VAT Module
Intermediate Level
4. Managing purchases, inventory and suppliers
- Objective : Track supplies, orders and stock levels.
- Audience : Purchasing managers, logistics professionals
- Duration : 1 day
- Tools : Supplier, Order, and Inventory Modules
5. Managing projects and tasks in Dolibarr
- Objective : Create a project, plan tasks, assign users, track progress.
- Audience : Project manager, coordinator, consultant
- Duration : 1 day
- Tools : Projects Module
6. Using Dolibarr as a CRM (Sales Tracking)
- Objective : Follow up on business opportunities, calls, contacts, and follow-ups.
- Audience : Salespeople, customer relationship managers
- Duration : 1 day
- Tools : CRM module, Calendar, Emails
Advanced Level
7. Configure users, roles and permissions
- Objective : Create users, restrict access, secure data.
- Audience : System administrator, security manager
- Duration : half day
- Tools : Users Module, Permissions
8. Customize Dolibarr: fields, menus, PDF
- Objective : Add custom fields, modify quote/invoice templates.
- Audience : ERP Technician/Manager
- Duration : 1 day
- Tools : Configuration Modules + Extensions
9. Connecting Dolibarr with other tools (API, WooCommerce…)
- Objective : Integrate Dolibarr with external shops or tools via API or connectors.
- Audience : Technicians, digital managers
- Duration : 1 day
- Tools : REST web services, WooCommerce/Dolibarr plugins