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167 lines
6.3 KiB
Markdown
167 lines
6.3 KiB
Markdown
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# DOLIBARR ERP & CRM
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Dolibarr ERP & CRM is a modern software to manage your organization's activity (contacts, suppliers, invoices, orders, stocks, agenda, ...).
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It's an Open Source software (wrote in PHP language) designed for small and medium companies, foundation and freelances.
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You can freely use, study, modify or distribute it according to it's Free Software licence.
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You can use it as a standalone application or as a web application to be able to access it from the Internet or a LAN.
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![ScreenShot](http://www.dolibarr.org/images/dolibarr_screenshot1_640x400.png)
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## LICENSE
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Dolibarr is released under the terms of the GNU General Public License as published by the Free Software Foundation; either version 3 of the License, or (at your option) any later version (GPL-3+).
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See the [COPYING](COPYING) file for a full copy of the license.
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Other licenses apply for some included dependencies. See [COPYRIGHT](COPYRIGHT) for a full list.
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## INSTALLING
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### Download
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Releases can be downloaded from [official website](http://www.dolibarr.org/).
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### Simple setup
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If you have low technical skills and you're looking to install Dolibarr ERP/CRM in few clicks, you can use one of the packaged versions:
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- DoliWamp for Windows
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- DoliDeb for Debian or Ubuntu
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- DoliRpm for Redhat, Fedora, OpenSuse, Mandriva or Mageia
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### Advanced setup
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You can use a Web server and a supported database (MySQL recommended) to install the standard version.
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- Uncompress the downloaded archive
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- Copy directory "dolibarr" and all its files inside your web server root, or copy directory anywhere and set up your web server to use "dolibarr/htdocs" as root for a new web server virtual host (second choice need to be server administrator)
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- Create an empty file "htdocs/conf/conf.php" and set permissions for your web server user (write permissions will be removed once install is finished)
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- From your browser, go to the dolibarr "install/" page
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The URL will depends on choices made in the first step:
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http://localhost/dolibarr/htdocs/install/
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or
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http://localhost/dolibarr/install/
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or
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http://yourdolibarrvirtualhost/install/
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- Follow the installer instructions
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## UPGRADING
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- Overwrite all old files from 'dolibarr' directory with files provided into the new version's package.
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- If you're upgrading from version x.y.z to x.y.w (only third number differs), there is no need to run any migration process.
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- If you're upgrading from a beta version or from any version x.y.z to any other where x or y number differs, you must call the Dolibarr "install/" page in your browser (this should be done automatically at first dolibarr access) and follow the upgrade process.
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*Note: migration process can safely be done multiple times.*
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## NEWS
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See the [ChangeLog](ChangeLog) file.
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## FEATURES
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### General features
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- Users and groups with finely grained rights
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- Localization in most major languages
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- Very user friendly and easy to use
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- Highly customizable: enable only the modules you need, add user personalized fields, choose your skin, several menu managers (can be used by internal users as a back-office with a particular menu, or by external users as a front-office with another one)
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- Works with PHP 5.3+ and MySQL 4.1+ or PostgreSQL 8.1. (See requirements on the [Wiki](http://wiki.dolibarr.org/index.php/Prerequisite))
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- Compatible with all Cloud solutions that match MySQL, PHP or PostgreSQL prerequisites.
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- An easy to understand, maintain and code interfaces with your own information system (PHP with no heavy framework; trigger and hook architecture)
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- Support for country specific features:
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- Spanish Tax RE and ISPF
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- French NPR VAT rate (VAT called "Non Perçue Récupérable" for DOM-TOM)
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- Canadian double taxes (federal/province) and other countries using cumulative VAT
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- Tunisian tax stamp
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- Compatible with [European directives](http://europa.eu/legislation_summaries/taxation/l31057_en.htm) (2006/112/CE ... 2010/45/UE)
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- ...
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### Main modules
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- Customers, Prospects and/or Suppliers directory
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- Products and/or Services catalog
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- Bank accounts management
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- Customer and Supplier Orders management
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- Commercial proposals management
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- Contracts management
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- Invoices management
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- Projects management
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- Events management
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- Payments management
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- Standing orders management
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- Stock management
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- Shipping management
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- Interventions management
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- PDF or ODT generation for invoice, proposals, orders...
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- Agenda with ical and vcal export for third party tools integration
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- Electronic Document Management (EDM)
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- Foundations members management
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- Employee's holidays management
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- Mass emailing
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- Surveys
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- Point of Sale
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- …
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### Other modules
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- Bookmarks management
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- Donations management
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- Reporting
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- Data export/import
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- Thirdparties and/or products categories
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- Barcodes support
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- Margin calculations
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- LDAP connectivity
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- ClickToDial integration
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- RSS integration
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- Skype integration
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- Payment platforms integration (PayBox, PayPal)
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- …
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### Extending
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Dolibarr can be extended with a lot of other external modules from third party developers available at the [DoliStore](http://www.dolistore.com).
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## FUTURE
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These are features that Dolibarr does **not** yet fully support:
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- Double-entry bookkeeping (only bank and treasury management)
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- Multiple currencies
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- Multiple companies
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If you want to manage several companies or foundations, you must install the software several times (on same server or not) or use the MultiCompany addon module that allows to manage several companies in one Dolibarr instance (one database but with a logical isolation of datas)
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- Tasks dependencies in projects
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- Payroll module
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- Webmail
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- Dolibarr can't do coffee (yet)
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## DOCUMENTATION
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Administrator, user, developer and translator's documentations are available along with other community resources on the [Wiki](http://wiki.dolibarr.org).
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## CREDITS
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Dolibarr is the work of many contributors over the years and uses some fine libraries.
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See [COPYRIGHT](COPYRIGHT) file.
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## SOCIAL NETWORKS
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Follow Dolibarr project on:
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- [Facebook](https://www.facebook.com/dolibarr)
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- [Google+](https://plus.google.com/+DolibarrOrg)
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- [Twitter](http://www.twitter.com/dolibarr)
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- [LinkedIn](https://www.linkedin.com/company/association-dolibarr)
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- [YouTube](https://www.youtube.com/user/DolibarrERPCRM)
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- [GitHub](https://github.com/Dolibarr/dolibarr)
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