Dolibarr Features

Here we are going to fo over some of the features that Dolibarr offers. Keep in mind that this is not everything that dolibarr can do, and each feature can be customised.

Dolibarr Malta

Let's see some of the Dolibarr features

Dashboard

Dashboard displays the most relevant information on your home page.

  • Initial statistics of the number of users, clients, suppliers, orders, invoices, interventions, etc …
  • List of configurable indicators with warnings in the form of alerts for a set time.
  • Activation of customer invoice panels per month.
  • Activation of supplier invoice panels per month.
  • Activation of customer order panels per month.
  • Activation of panels of last modified orders.
  • Activation of panels of last modified budgets.
  • Activation of panels of last modified invoices.
  • Activation of panels of last actions to be carried out (agenda).
  • Activation of stock alert panels.
  • Activation of open account balance panels.
  • Activation of product and service distribution graphics panels.
  • Activation of customer and supplier invoice panels pending payment.
  • Activation of project panels.
  • Activation of service panels about to expire by contract.
  • Activation of panels of last interventions carried out.
  • and much more …

USER MANAGEMENT

The user management page allows you to control the roles and groups without limits, no more per-user billing nonsense!

  • System user management.
  • Personalization of themes by user.
  • Individualization of the home page for each user (Dashboard).
  • Management of external users for the visualization of their exclusive information. (perfect to give access to clients and save management time)
  • Group management.
  • Permissions granularity by groups and users.
  • User connectivity through LDAP.
  • Unlimited number of users.
  • Creation of several administrators.
  • Establishment of the costs of an internal user.
  • Setting a user’s schedule.
  • User hierarchy in the company.
  • Determination of the user’s salary.
  • Creation of the signature of email shipments for a user.
  • Color setting of a user for quick viewing in the agenda of their action records.
  • Viewing the user’s vacation days off.

Products and Services Management

PRODUCTS / SERVICES page allows you to manage all products and services!

  • Complete management of products and services.
  • Statistics of products and services.
  • Warehouse management and product stock.
  • Stock transfers and movements.
  • Establishment of different price levels.
  • Product replenishment.
  • Categorization of products and services.
  • Management of shipments and transport.
  • Shipment lists and statistics.
  • Creation of delivery notes or deliveries.
  • Batch and expiration management.
  • Creation of product groups and attributes.

BOM (lists of materials)
Create your nomenclatures (BOMs) to define how to consume raw materials or services to produce manufactured products (Quantity to consume, efficiency, stock impact, …).

Production Orders Reuse the predefined BOMs to generate your production orders. Produce your production order in one or more steps. Let the stock of produced product increase and automatically reduce the stock of consumed products. Keep a view in your history of all changes. Let the application calculate, in real time, the virtual stock taking into account the open Manufacturing Order.

If required, you can activate batch / serial number management. Products defined to be managed by Lot will require a lot number to be manufactured. Track your production by batch and retrieve stock and movement details for a particular batch at any time, from production to customer shipment. Export your manufacturing orders with the Export module for reuse with external tools, or directly connect your existing BI suite to the open database for Big Data analysis.

Commercial Management

Manage your budgets, orders, work reports, customer tickets, contracts … 

  • Complete budget management.
  • Complete management of orders to customers and suppliers.
  • Generation of delivery notes or delivery notes.
  • Management of external users for the visualization of their exclusive information. (perfect to give access to clients and save management time)
  • Workflow between orders and quotes.
  • Track orders.
  • Management of customer support tickets.
  • Management of budgets, orders (clients), orders (suppliers).
  • Statistics of estimates and orders (customers and suppliers).
  • Control of periodic customer service contracts.
  • Management of interventions or work reports.
  • and much more …

Financial management

This page allows you to take Control of the financial management of the company!

  • Management of invoices to clients and suppliers.
  • Management of taxes and social charges.
  • Introduction of salary payments (It is not the same as creation of payroll).
  • Reports of general results, by clients, by products and services, by sales volume, by users (commercial).
  • Statistics of invoices received and issued.
  • Sales and purchasing journal.
  • Merger of invoices pending payment or partial payment in PDF.
  • Grouping of orders in invoices.
  • Management of bank accounts and others.
  • Management of direct debits.
  • Automatic management of direct debit bill payments.
  • Workflow with the commercial part (Budgets and orders.)
  • Financial statistics.
  • Sales margins
  • Activation of service panels about to expire by contract.

Projects management

With Project Management page you will be able to manage your projects and keep track of profit or cost margins

  • Organization, control and management of company projects.
  • Creation and monitoring of assigned tasks of a project according to the role of the responsible user or participant of the same, that is, user internal to the company, or external.
  • Assignment of external users (such as clients) to a project, with the aim that it can be monitored in real time.
  • Association of entities to the project (estimates, orders, customer and supplier invoices, interventions, etc.), thus, we will quickly analyze everything related to the project.
  • Quick and intuitive view of the project.
  • Possibility of attaching relevant documents to the project and its tasks.
  • Visualization of the gains or losses of the project according to the entities related to it (customer invoices, and supplier invoices for material costs), in addition to the implied hours of the employees in the same.
  • Obtaining information by the members of the project.
  • Simple Gantt chart to obtain information on the status of the same at a glance as an agenda, which will allow us to find out if the project enters or not within the expected period according to the tasks completed.

CRM

A complete CRM Solution

  • CRM with all entities: budgets, interventions, orders, invoices, projects, tasks, contacts, etc … at a glance, for complete visualization of everything required.
  • Automatic registration of actions and events in the agenda automatically.
  • Follow-up of contacts made with third parties.
  • Grouped and fast visualization of everything related to a third party.
  • Registration of the actions of a user through the “Dolibarr LOG” (provided that it is activated, where all the actions of the system users will be discovered, but the growth of the dedicated file for such a case must be taken into account in the contracted website, it is an AUDIT system).
  • Agenda management according to user and group, with distinction by color.
  • Registered mailings for sending estimates, orders and invoices from the application.
  • Private annotations.
  • Management of contacts, clients and potential clients.
  • Sending mail to third parties in bulk, creating a simple newsletter.
  • Search for third parties, contacts and products in a simple and fast way, thanks to the menu located on the left of the system, which will perform a search for them following a relationship close to the search entities. In other words, we can search for the email of a third party through the search field “company”, and this field does not include the name of the company, but does include that data in its email field.

Third Parties

Keep track of third-party companies, vendors, suppliers, and clients. 

  • Customer Management.
  • Management of potential clients (prospects).
  • Supplier management.
  • Contact management.
  • Association of categories of clients, prospects, suppliers and contacts.
  • Management of discounts by price levels for third parties.
  • Linking the agenda and events after the actions with the entities of budgets, orders, invoices, etc …
  • Linking entities (Budget, orders, invoices, etc … with the third party for a quick visualization).
  • Documents associated with the third party for a quick association of the documents according to the entities.
  • Notifications of the third party’s contacts that can be used at the time of the change of status of the entity, be it budget, order, etc … in this way the client will be notified after the change of the same by email automatically.
  • Public and private notes associated with the third party in order to inform the third party in the documents, or internal users privately.

Point of Sale Terminal

Dolibarr Makes it easier than ever to have your stores up and running without need for another software. 

  • Two POS options to choose from.
  • 1- Basic point of sale terminal system.
  • 2- Takepos Module – Point of sale similar to Odoo, valid for the bars and restaurants sector.
  • It allows the use of a barcode reader for reading.
  • Integrated with Dolibarr billing.
  • Fast counter sales.
  • Dolibarr payment methods configuration.
  • Default customer (Third Party) settings for sale.
  • 100% Integrated with Dolibarr.
  • Simple management of sales stock control with Dolibarr, according to your configuration.

Contract Management

This Page allows to keep track and manage contracts with all of the clients and vendors. 

  • Notices on the dashboard (home page) with a previously defined threshold, we will efficiently monitor the contracts.
  • We will be able to invoice the clients’ contracts thanks to the linking of the invoicing module with the contracts.
  • Monitoring of periodic and repetitive sales services, such as maintenance or those services that have a temporary and necessary control for business activity.
  • Save time and keep track of the expiration of our clients’ services so that they do not escape their control and payment.
  • Something very necessary for companies whose business is based on periodic fees for their activity, such as service companies with recurring activities to their clients. An example of this would be hosting companies or domain contracting, insurance companies, lawyers who have a regular service with their clients, consultancies, etc …, that is, any temporary link for the offer of a service.
  • A contract in Dolibarr is composed of one or more services that do not have to have the same end date, and that Dolibarr will keep the user responsible for it informed of this.
  • Dolibarr allows the download of the PDF of a client’s contract with the contracted services.

Document Management

You will be able to have all the documentation organized in your management system 

  • Basic document storage system.
  • Document management integrated automatically with the entities of budgets, orders, invoices, third parties, etc …
  • It also allows the registration or uploading of files, whatever their extension, in entities such as project tasks, general document management (GED), estimates, orders, invoices, third parties, with the purpose of relating said additional information with these entities. , since due to its file – entity relationship, it allows a quick search and relation of both.
  • Recommended for salespeople who travel with eventuality and need to have existing documents in the system, whether they are stored by them or by other users, but ultimately necessary in their work.
  • The documents may or may not be standard (that is, based on creation and reading standards), but it must be taken into account that the application that intends to open them for viewing must be able to read or interpret said formats, such as, for example, pdf, jpg, word, excel, etc.

Interventions Management

This page allows Creation of interventions or parts of work carried out to clients  

  • Creation and management of interventions (work reports).
  • Time controls applied to a client by his intervention.
  • Equivalent to parts of work carried out by workers internal or external to the company, being reflected in the system and with the knowledge of the company to determine an action.
  • Integration of interventions with customer contracts (Which according to the contract mutually established with the company based on the interventions carried out, these will be charged on an agreed date (monthly, annual, etc …), or on the contrary, from of a maintenance contract with a client (annual, or greater), you simply want to obtain the time dedicated to said client, which after prior payment of your fee, may or may not be viable for a subsequent renewal of the next contract period.) .
  • Integration with Projects.
  • Creation of invoices from the interventions made to a client with a single click, as long as it is an agreement by both parties.

HRM ( Human Resources )

HR Page allows Management of vacation requests, employee salaries, relationships and more.

  • Request for days off by employees.
  • Approval of requests for days off by the responsible user.
  • Notification by email of the requests and their subsequent acceptance or not through an email that the employee will receive.
  • Notification by email of the requests and their subsequent acceptance or not through an email that the employee will receive.
  • Management of common expenses.
  • Establishment of the salary of an employee as a user of the system even if they do not have access to it. But it is intended for future system updates.
  • Possibility of including the payment of salaries to employees so that they are reflected in the management of the company and form part of the balance sheet or global report of the same.
  • Establishment of the price per hour and the wage (in daily hours) of a worker of the company in order to later be able to obtain the results of profits or losses in the projects created from clients based on the summary of objects linked to it (client invoices and invoices of suppliers as associated costs, in addition to the hours and costs of worker users related to the project based on the hours applied to the project tasks).
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Registry & Agenda Management

Agenda page allows Creation and records of events and actions of Dolibarr, and collaborative agenda … 

  • Agenda for the management of automatic or manual events.
  • Share the agenda with other users.
  • Integration with google CAL (external module to Dolibarr required).
  • Automatic registration of all the actions of the user responsible for an action (creation of estimates, creation of invoice, validation of entities such as estimates, invoices, orders, shipments, etc …).
  • List of actions filtered by users, groups, etc … from the agenda or calendar module.
  • PDF creation of stock listings.
  • Assigning tasks or events to system users.
  • Possibility of creating new actions through the dictionary of the configuration menu by the administrator.
  • Daily, weekly or quarterly viewing, for a broader view of the agenda.
  • Quick visualization of the occupation status of users, necessary for the secretariat or administration department responsible for such a case.
  • Filtering dates by view search, weekly, monthly or daily, in addition to “today”.
  • Filtered by type of event.
  • Filtered by user.
  • Filtered by project type.
  • Filtered by type of event.
  • A complete informative agenda of what is registered and automated by company users, which allows viewing according to the permissions assigned to the user of the system.

Membership Management

Special for clubs and associations where a follow-up of their membership fees is needed …

  • Indicated for the management of Members of a company.
  • Dolibarr allows management control for Clubs, Associations, Entities that need to control their expenses periodically (gyms, companies that charge equivalent fees to their customers who subscribe to their service, etc …)
  • Grant Management.
  • Classification of members according to the established type.
  • List of Members terminated.
  • Member lists that are up to date.
  • Member Listings are not up to date with payments.
  • Graphical statistics by country, region, province, population and characteristics.
  • Complete listings with search filters.
  • Ideal for organizations, clubs, entities that need to keep track of the payment of their members, who periodically pay a fixed fee for belonging to it.
  • Printing proof of payment of fee (Receipts).
  • Dolibarr also has a Donations control and management module for non-profit organizations.
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System Administration

Allows you to fine-tune the dolibarr to fit your needs. 

  • Complete management of the parameterization of the system.
  • Management of our company.
  • Management of the serial modules of the Dolibarr system
  • Time controls.
  • User Management.
  • Dictionary management (master tables).
  • Management of limits and details of the system.
  • System security control.
  • Dashboard panels management.
  • Mail configuration.
  • Tax control.
  • User group management.
  • Translation management.
  • Backup management (backup copies).
  • Menu management.
  • SMS configuration.
  • Management of the environment.
  • Alert management.
  • Customized and flexible configuration.
  • System security control.
  • Control of workflows.
  • Scheduled tasks through cron commands (linux)
  • Control of direct printing of documents such as estimates, orders, invoices, etc …
  • Management of complementary and interface modules, added to the system (not included as standard).
  • Control of experimental modules (to be tested) that will be available through hidden variables, with the sole objective of testing and not of putting into production or a real environment.

And there is more!

Still ont convinved, here are some more features we know you will enjoy!

With these features you can Manage the invoices and payments of your customers and suppliers using Billing and Payments module, Create your Invoices, Send your invoice and manage payments , Follow the status of your open Invoices, Reuse your invoices with other modules and more..

You can Perform bank reconciliation to detect any missing or typing errors in payment records and also Maintain a history of your bank receipts and review them without having to leave the application.

Lastly with Double entry accounting Module Dolibarr has a dedicated and independent feature to setup your accountancy and dispatch all the data already recorded (products, sales, purchases, expense reports, salaries, …) into your ledger tables. This means that your accountancy can be done in just a few clicks, with little to no knowledge of accounting and bookkeeping.

Dolibarr allows you take care of your marketing with Emailing module that allows for automated marketing emails.

Create emailing campaigns using an easy to use WYSIWYG editor or for advanced users, an HTML editor. You can also attach files to your sent emails.

Personalize the e-mail template using variables that will be replaced with personalized values for each recipient, like:

  • First name, Last name, Email of recipient, signature of emailing author.
  • Invisible markers to track if email is read or not.
  • An easy to use links to allow recipients to unsubscribe in one click to your mass emailing campaigns.
  • And more variables depending on other modules you activated…

You can also create surveys, to allow you to ask your employees or partners their choice or opinion on any topic by running a poll/survey.
Give your contacts online access to your polls.

Dolibarr can natively be connected to many other tools and databases for easier Imports and Exports, data migration and more.
It can also be intergrated with your company existing resources like LDAP server for a single login, SMTP Server and more.

We can however also develop custom extensions and connect to software and databases that are not enabled by default. We can also deploy you with a mail server, LDAP and anything else you require, just contact us for the quote.


  •  Creation of self-managed website.
  • PDF management of budgets, orders, invoices, delivery notes, interventions, etc. and mailing from the same application, without leaving the program.
  • Management of Import and Export of data to CSV, TSV and XLS.
  • EMAILING (Newsletters) management.
  • Expedition Management.
  • Notifications management.
  • Quick search for products, third parties and contacts.
  • Activation of graphic panels on the home page.
  • Pre-accounting to be able to export management data to accounting programs.
  • Control of user salaries (workers).
  • Control of taxes such as personal income tax, VAT and Social Security (for Spain) …
  • SEPA direct debits (Europe).
  • Leads and Opportunities Management through the Projects module.
  • Activation of the WYOSING editor module.
  • Payment gateway integration with Paypal and Stripe. Also other payment modules such as PayBox …
  • Integration with LDAP.
  • Integration system with CLICK TO DIAL and ASTERISK, (it is necessary to look for integrators to obtain a good communication result).
  • Additional services such as Gravatar, FTP, WEB Services (API DOLIBARR), RSS threads, Skype, etc …
  • Management of batches and expiration dates for perishable products.
  • OpenSurveys basic system, for popular voting.
  • Grouping of invoice orders.
  • System easily adaptable to clients with their own needs, thanks to its open and flexible code, without the need for much programming knowledge, just understand the PHP language (known by the vast majority of programmers around the world), HTML, javascript and MYSQL . A luxury for clients who do not want to depend on a service provider (that is, a company)
  • And many features that will arrive shortly, and for that, we thank you for your patience and collaboration.
  • Many additional and complementary modules in the official Dolistore store.