Dolibarr ERP/CRM

Managing your Business with Dolibarr ERP

Author – Arif Abdulla Fidaali
July 2017
 What is an ERP ?

Enterprise resource planning (ERP) is the integrated management of

core business processes, often in real-time and mediated by software and
technology.

ERP is usually referred to as category of business-management software —

typically a suite of integrated applications — that an organization can use to
collect, store, manage and interpret data from many business activities.

The various processes that are essential to running a business, including

inventory and order management, sales, accounting, human resources, customer
relationship management (CRM), and beyond. At its most basic level, ERP
software integrates these various functions into one complete system to
streamline processes and information across the entire organization.
 Business Processes

●
Product planning
●
Purchasing
●
Production planning
●
Manufacturing
●
Service delivery
●
Marketing and sales
●
Materials management
●
Inventory management
●
Shipping/Delivery
●
Payment
●
Finance/Accounting
●
CRM
 Benefits of an ERP

ERP can improve quality and efficiency of the business. By keeping a

company's internal business processes running smoothly, ERP can lead to better
outputs that may benefit the company, such as in customer service and
manufacturing.

ERP supports upper level management by providing information for decision

making.

ERP creates a more agile company that adapts better to change. It also makes a
company more flexible and less rigidly structured so organization components
operate more cohesively, enhancing the business—internally and externally.

ERP can improve data security. A common control system, such as the kind
offered by ERP systems, allows organizations the ability to more easily ensure
key company data is not compromised.

.
 Proposed Solution :

Dolibarr ERP/CRM is a
.
software package for small
and medium companies,
foundations or freelancers.
It includes different features
for enterprise resource
planning (ERP) and
customer relationship
management (CRM) but
also other features for
different activities. It can be
run Online (Cloud) or On-
premise. Dolibarr was
developed in France.
 Features of Dolibarr

.
 Features of Dolibarr

✔
Sales Management ✔
Commercial proposals
. ✔Purchase Management management
✔
Customer Relationship Management ✔Contracts management
✔
Products-and-services catalog ✔
Orders management
✔
Stock Management ✔
Standing orders management
✔
Calendar ✔
Shipping management
✔
Event Management ✔
Point of sale
✔
Bank account management ✔
Electronic document management
✔
Address book ✔
Project Management
✔
Foundation-members management ✔
Surveys
✔
Payments management ✔
PDF an OpenDocument generation
✔
Donations management ✔
Reporting
✔
Commercial actions management ✔
Wizard to help to export/import
data
✔
LDAP connectivity
 Advantages of Dolibarr

✔
Easy to use with a user friendly interface
✔
Feature rich
✔
The Cloud hosted solution benefits from the following :
➢
Easily accessible from any device anytime and is platform independant
which makes it accesible from Windows, MAC, Android, iOS etc
➢
Processes can be completed fast as it is designed for slow Internet links.
➢
No need of expensive Wide Area Network links to interconnect branches
as all users can access the system online
✔
Various addon modules available to enhance the already available features
✔
Secure : built in anti-SQL injection (anti-hacking) features and user passwords
are encrypted. User rights are granular meaning you only give rights to areas
where the user is allowed to access.
✔
Very cost effective. Unlike other ERPs there are no charges per user you can
create as many users as possible at no extra cost and no hidden charges.
Dolibarr Screenshot
Dolibarr Screenshot
Dolibarr Screenshot
Thanks for your DoliTime !

Arif Abdulla Fidaali

www.dolibarr.org
ICT Consultant
Email : ariffidaali@gmail.com
Cell : 0734725402