{"id":1761,"date":"2025-07-18T13:17:02","date_gmt":"2025-07-18T13:17:02","guid":{"rendered":"https:\/\/dasaw.consulting\/?post_type=download&#038;p=1761"},"modified":"2026-06-24T10:29:54","modified_gmt":"2026-06-24T10:29:54","slug":"formation-dolibarr-erp-crm","status":"publish","type":"download","link":"https:\/\/dasaw.consulting\/en\/downloads\/formation-dolibarr-erp-crm\/","title":{"rendered":"Dolibarr training \u2013 ERP &amp; CRM"},"content":{"rendered":"<ul class=\"wp-block-list\">\n<li><strong style=\"color:#0038B8\">Objective :<\/strong> Implementing Dolibarr to manage sales, customers, inventory and accounting.<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Target audience:<\/strong> SMEs, independents, cooperatives, NGOs.<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Duration :<\/strong> 1 day<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Format:<\/strong> In-person or remote<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Tools used:<\/strong> Dolibarr<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Price :<\/strong> Price upon request<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-1-color has-text-color has-link-color wp-elements-1\"><strong>Beginner Level<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. <strong>Introduction to Dolibarr \u2013 General Getting Started<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Understanding the Dolibarr interface, menus, entities and logic.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> SME executives, managers, assistants<\/li>\n\n\n\n<li><strong>Duration :<\/strong> 1 day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> Dolibarr (all modules)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. <strong>Create your own customers, suppliers and products<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Add the basic records: contacts, clients, products, services.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> Administrative assistant, salesperson, SME manager<\/li>\n\n\n\n<li><strong>Duration :<\/strong> half day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> Third-Party Module, Products\/Services<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3. <strong>Issue your first quotes and invoices<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Create quotes, convert them into invoices, track payments.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> SMEs, traders, self-employed<\/li>\n\n\n\n<li><strong>Duration :<\/strong> 1 day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> Quotes, Invoices, and VAT Module<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-1-color has-text-color has-link-color wp-elements-2\"><strong>Intermediate Level<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">4. <strong>Managing purchases, inventory and suppliers<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Track supplies, orders and stock levels.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> Purchasing managers, logistics professionals<\/li>\n\n\n\n<li><strong>Duration :<\/strong> 1 day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> Supplier, Order, and Inventory Modules<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">5. <strong>Managing projects and tasks in Dolibarr<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Create a project, plan tasks, assign users, track progress.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> Project manager, coordinator, consultant<\/li>\n\n\n\n<li><strong>Duration :<\/strong> 1 day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> Projects Module<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">6. <strong>Using Dolibarr as a CRM (Sales Tracking)<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Follow up on business opportunities, calls, contacts, and follow-ups.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> Salespeople, customer relationship managers<\/li>\n\n\n\n<li><strong>Duration :<\/strong> 1 day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> CRM module, Calendar, Emails<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-1-color has-text-color has-link-color wp-elements-3\"><strong>Advanced Level<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">7. <strong>Configure users, roles and permissions<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Create users, restrict access, secure data.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> System administrator, security manager<\/li>\n\n\n\n<li><strong>Duration :<\/strong> half day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> Users Module, Permissions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">8. <strong>Customize Dolibarr: fields, menus, PDF<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Add custom fields, modify quote\/invoice templates.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> ERP Technician\/Manager<\/li>\n\n\n\n<li><strong>Duration :<\/strong> 1 day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> Configuration Modules + Extensions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">9. <strong>Connecting Dolibarr with other tools (API, WooCommerce\u2026)<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objective :<\/strong> Integrate Dolibarr with external shops or tools via API or connectors.<\/li>\n\n\n\n<li><strong>Audience :<\/strong> Technicians, digital managers<\/li>\n\n\n\n<li><strong>Duration :<\/strong> 1 day<\/li>\n\n\n\n<li><strong>Tools :<\/strong> REST web services, WooCommerce\/Dolibarr plugins<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"\/en\/contact\/\" style=\"background-color:#F59E0B;color:#ffffff\">Request a quote<\/a><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Niveau D\u00e9butant 1. Introduction \u00e0 Dolibarr &#8211; Prise en main g\u00e9n\u00e9rale 2. Cr\u00e9er ses clients, fournisseurs et produits 3. \u00c9mettre ses premiers devis et factures Niveau Interm\u00e9diaire 4. G\u00e9rer les achats, le stock et les fournisseurs 5. G\u00e9rer les projets et les t\u00e2ches dans Dolibarr 6. Utiliser Dolibarr comme CRM (Suivi commercial) Niveau Avanc\u00e9 7. [&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":[24],"edd-tags":[],"class_list":["post-1761","download","type-download","status-publish","has-post-thumbnail","hentry","download_category-erp-crm","edd-download","edd-download-cat-erp-crm"],"_links":{"self":[{"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1761","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":4,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1761\/revisions"}],"predecessor-version":[{"id":1946,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1761\/revisions\/1946"}],"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=1761"}],"wp:term":[{"taxonomy":"download_category","embeddable":true,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-categories?post=1761"},{"taxonomy":"download_tag","embeddable":true,"href":"https:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-tags?post=1761"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}