Please note

This online handbook gathers both practical advice and user guides for DoliPlus, together with the specific features of the DoliPlus functionality pack.

It complements your initial training sessions and is not contractual. Indeed, it follows the ongoing evolutions and improvements of the software.

If a topic deserves clarification, feel free to send us your suggestions or remarks. This knowledge base grows continuously with new texts, images and videos.

The DoliPlus documentation gathers, in one single place, all the user guides for your ERP CRM. Therefore, you quickly find the answer to your questions, thanks to this table of contents and the search engine.

DoliPlus is the enhanced cloud edition of Dolibarr, the open-source ERP & CRM used by thousands of companies across Europe.

The English documentation is being rolled out chapter by chapter. Moreover, new translations are added regularly, so check back often.

Chapters available in English
Complete documentation

In the meantime, the complete documentation remains available in French:

Latest added chapters
  • Sales order management in DoliPlus
  • Field service management software: interventions and equipment in DoliPlus
  • Field service mobile app: close the job on site, even offline
  • Customer support helpdesk: manage after-sales service with DoliPlus
  • Point of sale software built into your ERP: the DoliPlus cash register
  • Shipping management software: deliveries and delivery notes in DoliPlus
  • Pre-accounting software: all the DoliPlus management tools
  • Recurring invoicing software: automate your customer invoices
  • Electronic signature software with extranet document review
  • Document management software fully integrated with your ERP
  • Online office suite for business — the OnlyOffice offer in DoliPlus
  • Expense report software built into your ERP
  • Team chat software built into your ERP — the DoliPlus Chat module
  • Timesheet software for simple project time tracking
  • AI meeting minutes and one-click video meetings in your ERP
  • Automated payment reminders for unpaid invoices
  • AI writing assistant in the DoliPlus text editor
  • CRM with integrated email — the DoliPlus webmail
  • Mobile ERP app — DoliPlusMobi, the companion app for DoliPlus
  • Customer relationship management software for customers and suppliers
  • Sales pipeline management: track your business opportunities
  • Inventory management software: real-time stock control
  • Leave management software: staff absences and holidays
  • Contact management software: one customer file, shared by everyone
  • Bank reconciliation software: match your statement, clear your invoices
  • ERP task management: every deadline comes back to you on time
  • Build custom reports: your own analyses, no license, no install
  • KPI dashboard software: your figures are waiting on the home screen
  • SEPA Direct Debit Software: collect your invoices automatically
  • Service contract management software: never miss a renewal date
  • Request for quotation software: compare supplier offers before you order
  • Field data collection: capture on site, land straight in your ERP
  • Send SMS from your CRM: reach a customer in three clicks from their record
  • Email marketing software for CRM: your newsletter drafted from a two-line brief
  • Prepaid training hours: your credits stay yours until you use them
  • Automated Direct Debit Collection with Stancer
  • Cost accounting software: see which activity pays and which one costs
  • Employee records software: contracts, payslips and HR files in one place
  • Share files by link: host the file once, use it everywhere
  • Incoming mail management: every letter reaches the right desk, paper-free
  • Supplier invoice automation: drop the PDF, the invoice fills itself
  • Supplier quote comparison: never fall for the fake cheapest offer
  • Customer invoicing software: manage invoices in DoliPlus
  • PrestaShop 9 connector: your orders reach your back office on their own
  • SIRET number lookup: qualify your French customers in one paste
  • GDPR record of processing activities: it fills itself from your modules
  • Cash flow forecast software: your treasury table fills itself
  • Quote and invoice editor: clean documents, without the retyping
  • Unit of measure pricing: sell by weight, area or volume, no manual maths
  • Best selling products report: your team sees the winners while they type
  • Automatic email archiving: your client history fills itself in
  • Customizable ERP interface: set up your screen the way you work
  • Orders ready to ship: see what can leave today
  • Profit margin calculation: know what each sale really earns
  • Project planning software: hold your deadlines and team workload
  • Ready-made business reports: your figures without a spreadsheet
  • Shipping label software: your parcels ready to go, at their true cost
  • Invoice multiple shipments: several deliveries, a single invoice
  • Export accounting entries: your bookkeeper gets data ready to import
  • VAT rate setup: rates, local taxes and tax point
  • Landed cost calculation: the true margin on your imported goods
  • Sales commission management: pay every seller by your own rules
  • Google Calendar sync: keep the calendar you already use, no double entry
  • French e-invoicing platform: get registered, and your supplier invoices arrive on their own
  • Real-time profit and loss: know where you stand before your accountant tells you
  • Chase unpaid invoices: you choose who gets a reminder, and when
  • Automatic quote follow-up: turn silent quotes into signed deals
  • Invoice a public administration: your invoices go out without the portal
  • Eco-contribution on invoices: billed and displayed automatically

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