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Navigation in DoliPlus
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Back to summary Merging duplicate records in Dolibarr helps maintain a clean and reliable customer database. Duplicates skew your statistics, scatter your sales history and complicate tracking. With DoliPlus, Dolibarr […]
The Snom telephony integration links your phone to DoliPlus for one-click calling and automatic display of the correspondent’s record.
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Customer selection by product in DoliPlus: target consumers of an item for your mailings and follow-ups.
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Subtotal on quotes in DoliPlus: group your lines and display a clear global price on your PDFs.
DoliPlus dynamic tables: real-time filters, customisable columns, PDF/CSV export and tailored lists to leverage your data.
Standardise contact roles in DoliPlus: a shared dropdown list for clean data and reliable targeting.
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Stock inventory in DoliPlus: compare theoretical and actual stock, adjust discrepancies, and sync your store.
DoliPlus’s product and service catalogue manages your goods and services, with stock levels, bundles, prices, photos and barcodes.
The Manufacturing module for Dolibarr and DoliPlus enables computer-aided manufacturing (CAM) with the production of unique or batch items
Paste an image in the DoliPlus editor: add a screenshot with Ctrl + V, no attachment needed.
Progress (interim) invoicing in DoliPlus: invoice your construction project as work progresses and manage BTP retention of guarantee.
DoliPlus three-column inbox: folders, list and message side by side to read your emails faster.
Scan Folder in DoliPlus document library: retrieve your scanned documents from network or mobile scanners and file them.
Web contact collection in DoliPlus: customer records and case files automatically created from a website form.
VAT report by customer or supplier in DoliPlus: analyse VAT per client, with detailed breakdown by rate.
Customer payments received in DoliPlus: track, sort and filter your income by month and year.
DoliPlus on iPad: double-tap zoom disabled for smooth touch navigation on tablets and iPhones.
Meeting notes in DoliPlus: new interface, simplified input and list view to track your exchanges.
User photo in DoliPlus: add your portrait to personalise and identify your workspace.
Equipment fleet management in DoliPlus: track your customers’ equipment and link it to your contracts.
Customer reference in DoliPlus order statistics: find an order using your customer’s reference.
Monthly and overdue invoice editions in DoliPlus: a compiled PDF and a GED tab to share them.
Electronic invoicing only covers half the work: your foreign transactions and sales to individuals need to be declared.
Automatic logout in DoliPlus: session closure after inactivity and tips for secure passwords.
Multilingual product catalogue: AI translates labels, descriptions and notes in your records. Your quotes are then sent in each customer’s language.
A French team, an English-speaking colleague, one single software: with DoliPlus, everyone chooses their display language without ever duplicating your data.
A supplier e-invoice is not just a formality: it feeds your actual margin, cash flow and profit and loss.
From DoliPlusMobi, submit a mobile support request: assigned client, contact, and technician, with real-time status and progress tracking.
Your teams snap the receipt: date, amount, VAT and merchant are auto-filled. Just review, even offline.
Check the status of each invoice where you already work: a column and filter in your lists, clickable dashboards, and archiving included.
User access rights in DoliPlus: set up by person or by group, default permissions and mass deployment with a single click.
Customise your ERP vocabulary in a few clicks: DoliPlus lets you rename every label to speak your business language.
DoliPlus automated catalogue: edit your products in PDF or Excel, with or without pricing, in just a few clicks.
Manage sales and purchase pricing in DoliPlus for your products and services: price levels, customer rates, and AI-assisted imports.
Online invoice payment with DoliPlus: a link in the email, the customer pays by card, the payment is recorded automatically.
Connect your software together without rekeying: DoliPlus alerts your other tools at every event and creates your records from your forms.
Import supplier rates: upload the supplier file, the AI recognises your columns and DoliPlus shows you what will be added to your records.
Discover how to share files from your mobile to MonCloud: your photos and documents are added to the DoliPlus document library in a single step.
Create a technical knowledge base in DoliPlus: your technicians write their records and find them through smart search.
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The advance invoice records the amount paid in advance, which is deducted from the final payment.
Mobile goods receipt with DoliPlusMobi: barcode scanning, batches, best before and use by dates, partial receipt and cancellation.
Explore DoliPlus’s shared online calendar: real-time team scheduling, automatic reminders, and AI-assisted appointment creation.
DoliPlus login page security is enhanced: captcha puzzle after multiple failures and automatic blocking of repeated attempts.
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