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172 lines
6.7 KiB
Markdown
172 lines
6.7 KiB
Markdown
# 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 its 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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## 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](https://github.com/Dolibarr/dolibarr/blob/develop/COPYING) file for a full copy of the license.
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Other licenses apply for some included dependencies. See [COPYRIGHT](https://github.com/Dolibarr/dolibarr/blob/develop/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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## WHAT'S NEW
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See the [ChangeLog](https://github.com/Dolibarr/dolibarr/blob/develop/ChangeLog) file.
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## FEATURES
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### Main modules (all optional)
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- Customers, Prospects and/or Suppliers directory
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- Products and/or Services catalog
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- Commercial proposals management
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- Customer and Supplier Orders management
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- Invoices and payment management
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- Standing orders management (European SEPA)
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- Bank accounts management
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- Shared calendar
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- Opportunities and/or project management (following project benefit including invoices, expense reports, time spent, ...)
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- Projects management
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- Contracts management
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- Stock management
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- Shipping management
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- Interventions management
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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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### Other general features
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- Multi-Users and groups with finely grained rights
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- Localization in most major languages
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- Can manage several companies by adding external module multi-company.
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- Can manage several currencies by adding external module multi-currency.
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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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- PDF or ODT generation for invoice, proposals, orders...
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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 yet (only bank and treasury management)
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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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## CONTRIBUTING
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See file [CONTRIBUTING](https://github.com/Dolibarr/dolibarr/blob/develop/CONTRIBUTING.md)
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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](https://github.com/Dolibarr/dolibarr/blob/develop/COPYRIGHT) file.
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## NEWS AND 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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