Learn how to work with Dolibarr's modules so you can make it a one-stop shop for all your ERP and CRM needs.
Dolibarr is one of the most powerful open source ERP/CRM tools you will find. With plenty of available modules upon installation and modules for purchase, you can tweak this feature-rich and extendable tool to do the following and more:
- Content Management
- Standing orders
- Product management
- Mass emailing
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 make Dolibarr a one-stop shop for all your CRM and ERP needs.
In my previous SMB post about about the tool, I walked you through the process of getting Dolibarr up and running. When you log in to that system, you will notice that not much is going on; this is because only the core modules are enabled. In order to make Dolibarr useable, you need to enable the modules necessary for your business. In this post, I focus on enabling and configuring modules included with the Dolibarr installation, as well as installing downloaded modules.
Note: For the steps that follow, you need to be able to log in to Dolibarr as the administrative user.
Enabling included modulesAfter you log in to Dolibarr, go to Setup | Modules. In the window shown in Figure A, you will see a long list of modules, all of which are disabled. Figure A
I have enabled the majority of the modules for this installation. (Click the image to enlarge.)
In order to enable the modules, click the On/Off slider so that it is in the On position. There is no need to restart the server or service to finalize the process. 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.
Once the module is enabled, you will see the Module tab appear near the top of the Dolibarr window. You can click that module to glance at how it is used; you cannot, however, set up the module there. You can configure options and set up the feature, but in order to configure the enabled module, you must click the Setup button directly to the right of the Enable/Disable slider. Not all modules have setup options, but if they do, you will see the button.The options that are available in the setup depends on the module. For instance, if you click the setup for the Products And Services module, you will see these available options (Figure B):
- Activate The Multi-Prices
- Activate The Sub-Products
- Use A Search Form To Choose A Product
- Set PRODUCT_DONOTSEARCH (to increase speeds for large amounts of inventory)
- Max Number Of Products In Combo Select Lists
- Visualization Of Product Descriptions In Forms
Products And Services module (Click the image to enlarge.)
After make a modification to the module, click the Modify button to save the change. Some modules will offer drop-down choices, some will offer text fields, and some will offer multi-select.
You should go through each of the installed modules and make sure you have all of the configurations set exactly how you need them. After that task is complete, you might find there are still features you need for your Dolibarr system, and that you need to install a new module.
You can purchase extra modules from the Dolistore. These modules include the following and much more:
- Digital documents
- Bar code labels
- PDF catalog
- Point of Sale
- Project Management Premium
- Activity Tracking
After you find and purchase a module, follow these installation steps (you need administrative rights for most of these steps):
- Download the package.
- Move the file into the root of the Dolibarr directory (in my case, /usr/share/dolibar/htdocs).
- Extract the package.
- Go to your Dolibarr web interface and log in as an administrative user.
- Click Settings.
- Click Modules.
- Locate the module you just downloaded and unpacked and click the Enable/Disable slider so the module is enabled.
- Configure the module as needed, if applicable.
You are ready to take advantage of the extra power and capability of your newly installed Dolibarr module. Dolibarr can now help you make customer relations a thing of efficient beauty. With the extra power of additional modules, you can take this ERP/CRM solution well beyond the standard features and into the "Wow!" realm.