Construction costing and quotes in DoliPlus: generate your job quotes from a price library.
Backup DoliPlus Dolibarr to Synology NAS
Backup to Synology NAS: replicate your DoliPlus data every night to your NAS using Rsync.
DoliPlus Event Notifications
DoliPlus event notifications: reminders before appointments and timely alerts.
Telephony – DoliPlus Vodia PABX
A Click-to-Call feature allows you to initiate a phone call with a simple click on a contact’s phone number in your Dolibarr CRM software.
PDF/Interface Settings
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Job Site Tracking in DoliPlus
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Column to index quote and order lines
Indexing quote lines in DoliPlus: number each line according to the technical specifications to respond to tenders.
VAT Rounding Rules and TTC Calculation Methods
VAT rounding rules in DoliPlus: the two TTC calculation methods, the one-cent difference explained, and the setting to choose.
Default Contact Management
Default contacts in DoliPlus: link a contact and their role to each customer or supplier, and automatically address your documents (e.g. invoicing to a different address).
Internal Account-to-Account Transfer
Internal account-to-account transfer: move funds between your accounts with automatically generated entries.
SEPA Transfer Order
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FAQ on managing Dolibarr products and services
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Dolibarr Document Generation Templates
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Supplier invoice in DoliPlus
The supplier invoice in DoliPlus records your purchases, tracks payments and exports entries to accounting without re-entry.
Supplier Orders in DoliPlus
Supplier orders in DoliPlus streamline your procurement: from quote to delivery and invoice, with stock tracking and manager approval.
Dolibarr Monthly Invoice Statement
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Task Management Software
Discover DoliPlus task management software: Kanban, delegation, reminders, and mobile app, linked to your customers and projects.
Summary of Dolibarr Substitution Variables
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Standard email messages in Dolibarr
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Category management
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User management in DoliPlus
User management in DoliPlus allows you to create accounts, define group permissions and secure access.
Telephony – Click-to-Call
Click to Call in DoliPlus: make a call with a single click on a record number, via VoIP.
Dolibarr text and template libraries
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Send a Mailing by Post and Mail Merge
Mail merge by post with DoliPlus: send personalised bulk mailings using your customer or supplier data.
Payment terms and methods in DoliPlus
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Navigation in DoliPlus
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Dolibarr + DoliPlus SEPA Mandate Management
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Merging Customers and Suppliers in Dolibarr and DoliPlus
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 […]
Bank details on customer invoices
Bank details on invoices in DoliPlus: choose the account displayed on the PDF, including a factoring company’s account.
Snom Phone (CTI) Integration
The Snom telephony integration links your phone to DoliPlus for one-click calling and automatic display of the correspondent’s record.
Inventory Management with Dolibarr & DoliPlus
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Supplier order deposit invoice
Supplier deposit invoice in DoliPlus: record a purchase deposit and link it to your supplier order.
Select customers for a product or service
Customer selection by product in DoliPlus: target consumers of an item for your mailings and follow-ups.
The Dolibarr + DoliPlus User Record
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Subtotal function for quotes, orders and customer invoices
Subtotal on quotes in DoliPlus: group your lines and display a clear global price on your PDFs.
Dynamic Tables and Lists in Dolibarr
DoliPlus dynamic tables: real-time filters, customisable columns, PDF/CSV export and tailored lists to leverage your data.
Standardise contact roles with a dropdown list
Standardise contact roles in DoliPlus: a shared dropdown list for clean data and reliable targeting.
Stop email spam in DoliPlus
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Stock Inventory
Stock inventory in DoliPlus: compare theoretical and actual stock, adjust discrepancies, and sync your store.
Keyyo Telephony for DoliPlus
With Keyyo Telephony for Dolibarr, Computer Telephony Integration (CTI) lets you dial numbers directly from your CRM screens and automatically display customer or supplier records as popups when receiving calls.
OVH Telephony for DoliPlus
With OVH Telephony for Dolibarr, Computer Telephony Integration (CTI) lets you dial numbers directly from your CRM screens and automatically display customer or supplier records as popups when receiving calls.
Product and service catalogue in DoliPlus
DoliPlus’s product and service catalogue manages your goods and services, with stock levels, bundles, prices, photos and barcodes.
MyField module – developer lexicon
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Computer-Aided Manufacturing (CAM) in DoliPlus
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 text editor
Paste an image in the DoliPlus editor: add a screenshot with Ctrl + V, no attachment needed.
Progress or interim invoice and retention of guarantee
Progress (interim) invoicing in DoliPlus: invoice your construction project as work progresses and manage BTP retention of guarantee.
Single-line deposit invoice
Single-line deposit invoice in DoliPlus: invoice a percentage of the order in one line with a single click.
Browser Maintenance
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DoliPlus Email Server
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Three-column inbox: read your email, file every attachment
DoliPlus three-column inbox: folders, list and message side by side, with every attachment filed into the customer record in one move.