Enterprise resource planning (ERP) systems integrate internal and external management of information across an entire organization embracing

finance/accounting, manufacturing, sales and service, customer relationship management, etc. ERP systems automate this activity with an integrated software application. The purpose of ERP is to facilitate the flow of information between all business functions inside the boundaries of the organization and manage the connections to outside stakeholders. Dolibarr ERP & CRM is a software to manage small and medium companies, freelancers or foundations (invoices, contacts, products, agenda, ...). It's an ERP and CRM OpenSource that can run inside a web server so can be used from any place with an Internet connexion. It differs from a lot of other similar softwares because Dolibarr is designed to be simple and only dedicated to "small companies or foundations".

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) Management of foundation members

WHAT DOLIBARR CAN'T DO YET

This is features that Dolibarr does not support completely yet:

No accountancy (only bank management). Dolibarr only can manage one currency at once (mono-currency). Dolibarr manage only one company/foundation (mono-company). Dolibarr does not contains Payroll module. Dolibarr does not include any Webmail.

The thing that makes this system even better is how simple it is to add, disable, and configure modules. Once you know how to work with its modules, you can use Dolibarr for all your ERP needs. To install the dolibarr software you download it the trial version from: http://www.dolibarr.org/downloads/ For the steps that follow, its needed to log in to Dolibarr as the administrative user.

Enabling included modules

After log in to Dolibarr, you went to Setup | Modules. In the window shown in picture 1, its a long list of modules, all of which are disabled.

Picture1

In order to enable the modules you need to click the On/Off slider.

When enabling certain modules, the process will pick up all module requirements (automatically enabling all dependencies for the module). This takes a lot of guesswork out of the enabling process.

I.Products
In general, the product is defined as a "thing produced by labor or effort"[1] or the "result of an act or a process".In marketing, a product is anything that can be offered to a market that might satisfy a want or need. In project management, products are the formal definition of the project deliverables that make up or contribute to delivering the objectives of the project.

For enter products in database click on Products/services icon . In the new open window must be choose the option products.

Here the list of the products, statistics and stocks can be viwed. It also can be seen which of the products are for sale and which are for purchase. How a new product can be insert: To insert a new product it must be choose the option new product. This will open a table, that needs to be complete. The table must be filled with attributes of the product want it to insert. This attributes are related to : The reference which is represented by a corresponding number for the new product <Ref> The name of the product <Label> The status, which is for sell if we are going to sell the product or to purchase if we are are going to buy it from a supplier. The nature of the product if it is a manufactured product or a first material. Some physical characteristics of the product like : weight, length, area, volume .

 Price and taxes ; here must be write the selling price of the product and the additional tax rate of the product. Customs code Origin country After completing the table click on create .This way the new product will be added.

Information regarding to several options of the product. How the attributes of a product can be visualized , modified or deleted? To do this is necessary to click on the list of the products. After this, will appear a table with all the manufactured products and all the first materials.

All that has to be done is to access the product of interest. Now will appear all the information regarding the selected product, like: product card, customers price ,suppliers prices, pictures, statistics, referrers, stock and linked files.

 In the product card are available information about the characteristics of the product(the ones that were picked when the product was create) . Also here the product can be modified, cloned or deleted. Customer and suppliers prices; if its a manufacturing product the price need to be update in customers prices, if its not and its a first material it should be update in the suppliers prices. For updating a price it must be pressed on the icon update price.

Pictures of the product. To attach a picture the icon add picture needs to be pressed.

 In Referrers is shown the number of referrers of commercial proposals ,customers orders , suppliers orders, contracts, customers invoices, and suppliers invoices for the selected product . Stocks ; contains information about the number of items of that type that is existent in the warehouse at the moment .For adding or deleting a stock the icon Correct stock need to be picked.

To correct a stock a warehouse need to be chose ,and after that the number of units that its stored there . Also it should be selected the option add or delete which depend of the action that its wanted. At the end it has to be saved , that way the stock will be registered.

II.Customers
A customer (also known as a client, buyer, or purchaser) is the recipient of a good, service, product, or idea, obtained from a seller, vendor, or supplier for a monetary or other valuable consideration.

How to insert customers in a ERP system: The customers can be seen by accessing the icon third parties . This is formed by :

New third party Lists of prospects New prospects List of customers New customers List of suppliers New suppliers

Regarding customers information we have two options: 1. New customer 2. List of customers 1. To enter a customer must be selected the option New customer. This option will open a table that must be filled with information about the new client that will be added. This information must be about:

 The type of the customer (if its a company or if its a private individual)< Third party type>; Name of the client <third party name>; Other information like address, phone, email, fax, web; Juridical status; Capital; Logo; Registration data of the company like security number, conservatory, NIPC, commercial record number; For a new customer to be recorded, it should be pressed the bottom Add third party.

Also for adding a new prospects it need to be complete a similar table. The only difference its that instead of choosing the option new customer , it must be chose the option new prospect 2. List of customers contains a list with all the existing customers. To be able to access information about a customers , you need to select the customer from the list.

Now will appear all the information regarding the selected customer, like: card, customer, note linked files, and log. In the card appears all the information that was completed when the customer was create. Here you have the option to modified or to delete the customer.

In the customer are various details regarding the payment (term, type), discount, Customer accountancy code.

Also here it can be seen a summary with the customer preview, add a proposal, an order, a contract , a intervention or an invoice. III. Suppliers
A party that supplies goods or services. A supplier may be distinguished from a contractor or subcontractor, who commonly adds specialized input to deliverables. Also called vendor How to insert suppliers in an ERP system:

Like the customers, the suppliers also can be seen by accessing the icon third parties . To register a supplier uses the same procedure like in choosing customers, only that its needed to be accessed the option new suppliers from third party, and after that from the table it should be written yes to supplier, and nor prospect nor customer to prospect/customer After its done completing the table, you need to click on the button add third party.

If its wanted to be accessed one of the suppliers, just as with the customers it should be picked the option list of suppliers ,and select the supplier by clicking on his name.

As with customers after selecting the supplier its possible to see modify or delete some information about it ,generate files regarding the supplier, add order, invoice or credit note, see the supplied products.