{"id":1612,"date":"2025-07-09T13:32:19","date_gmt":"2025-07-09T13:32:19","guid":{"rendered":"https:\/\/dasaw.consulting\/?post_type=download&#038;p=1612"},"modified":"2026-06-24T13:35:00","modified_gmt":"2026-06-24T13:35:00","slug":"erp-crm","status":"publish","type":"download","link":"https:\/\/dasaw.consulting\/en\/downloads\/erp-crm\/","title":{"rendered":"ERP &amp; CRM"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong style=\"color:#0038B8\">Objective :<\/strong><br>To implement an integrated management system to control the overall activity of an organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong style=\"color:#0038B8\">Description :<\/strong><br>Deployment of Dolibarr (open source ERP) including modules for customer management, quotes\/invoices, inventory, projects, HR, purchasing, and accounting. Customization according to internal processes. Complete training and documentation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong style=\"color:#0038B8\">Tools used:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dolibarr ERP\/CRM<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong style=\"color:#0038B8\">Target audience:<\/strong><br>SMEs, cooperatives, slaughterhouses, agricultural structures, NGOs, public services.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Our strategy<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Analysis of management processes<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Understanding of internal operations (sales, purchasing, HR, production, etc.)<\/li>\n\n\n\n<li>Identification of the necessary modules (accounting, inventory, invoicing, etc.)<\/li>\n\n\n\n<li>Definition of users and access rights<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"> <em>Deliverable: ERP Functional Specifications<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Installation and configuration of Dolibarr<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Deployment of the ERP platform on a local server or in the cloud<\/li>\n\n\n\n<li>Configuration of essential modules according to needs<\/li>\n\n\n\n<li>Creation of customer, supplier, product, and service records<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"> <em>Deliverable: A functional Dolibarr instance with integrated master data<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. User training<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Using the basic modules: quotes, invoices, purchase orders, projects<\/li>\n\n\n\n<li>Rights management, navigation, reports<\/li>\n\n\n\n<li>Getting Started Assistance<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"> <em>Deliverables: User manual + training materials<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Operational monitoring and support<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Support over 1 to 3 months<\/li>\n\n\n\n<li>Module optimization (customized reports, automations, etc.)<\/li>\n\n\n\n<li>Remote or on-site technical support<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"> <em>Deliverable: Operational ERP + maintenance contract (optional)<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"> Tools &amp; software used:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dolibarr ERP &amp; CRM<\/strong> (open source, modular)<\/li>\n\n\n\n<li>Cloud or local hosting <\/li>\n\n\n\n<li>Additional tools <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"> Target audience:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>SMEs, very small businesses, independents<\/li>\n\n\n\n<li>Agricultural or commercial cooperatives<\/li>\n\n\n\n<li>Slaughterhouses, NGOs, social enterprises<\/li>\n\n\n\n<li>Educational\/healthcare facilities with administrative needs<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>Objectif :Mettre en place un syst\u00e8me int\u00e9gr\u00e9 de gestion pour piloter l\u2019activit\u00e9 globale d\u2019une organisation. Description :D\u00e9ploiement de Dolibarr (ERP open source) incluant les modules de gestion clients, devis\/factures, stock, projets, RH, achats, comptabilit\u00e9. Personnalisation selon les processus internes. Formation et documentation compl\u00e8te. Outils utilis\u00e9s : Public cible :PME, coop\u00e9ratives, abattoirs, structures agricoles, ONG, services [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1921,"template":"","meta":{"_surecart_dashboard_logo_width":"180px","_surecart_dashboard_show_logo":true,"_surecart_dashboard_navigation_orders":true,"_surecart_dashboard_navigation_invoices":true,"_surecart_dashboard_navigation_subscriptions":true,"_surecart_dashboard_navigation_downloads":true,"_surecart_dashboard_navigation_billing":true,"_surecart_dashboard_navigation_account":true,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"edd_variable_prices":[],"_edd_bundled_products":[],"_edd_button_behavior":["add_to_cart"],"footnotes":""},"edd-categories":[15],"edd-tags":[],"class_list":["post-1612","download","type-download","status-publish","has-post-thumbnail","hentry","download_category-services","edd-download","edd-download-cat-services"],"_links":{"self":[{"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1612","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads"}],"about":[{"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/types\/download"}],"author":[{"embeddable":true,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/users\/1"}],"version-history":[{"count":3,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1612\/revisions"}],"predecessor-version":[{"id":1967,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1612\/revisions\/1967"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/media\/1921"}],"wp:attachment":[{"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/media?parent=1612"}],"wp:term":[{"taxonomy":"download_category","embeddable":true,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-categories?post=1612"},{"taxonomy":"download_tag","embeddable":true,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-tags?post=1612"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}