Course Outline

Introduction

  • Dolibarr philosophy and principles.
  • Dolibarr vs other ERP/CRM solutions.
  • Overview of features and architecture.
  • Exploring additional capabilities beyond basic functions.

Understanding Dolibarr

  • The life cycle of data within Dolibarr.
  • Dolibarr integration with business processes.

Starting

  • Development environment configuration.
  • Installing Dolibarr as a standalone application.
  • Installation in containers such as Docker or Podman.
  • On-premise and cloud implementation (AWS, etc.).

Essential Modules and Management

  • Management of users, roles and permissions.
  • Customer and supplier administration.
  • Inventory management and warehouse control.
  • Configuration of the accounting and finance module.

Automation and Personalization

  • Business process automation.
  • Software customization through additional modules and custom fields.

Integration and Troubleshooting

  • Dolibarr integration with other tools and platforms.
  • Common strategies for solving technical problems.

Summary and Next Steps

  • Recapitulation of the knowledge acquired.
  • Discussion on the practical implementation and escalation of Dolibarr use.

Evaluation and Closure

  • Evaluation of knowledge through practical tests.
  • Discussion on additional resources and community support for Dolibarr users.

Requirements

  • Basic understanding of ERP and CRM.
  • Experience with database management systems.
  • Basic knowledge in business and administrative operations.

Audience

  • Managers and administrators seeking to optimize their business processes.
  • Developers interested in customizing ERP/CRM solutions.
  • IT technicians in charge of the implementation and maintenance of ERP systems.
 14 Hours

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