DoliPlus Documentation — English User Guides

DoliPlus documentation — user guides in English

How to read this documentation

Every DoliPlus feature is described here, screen by screen, with the steps in the order you will take them. This documentation is updated as the software evolves: what you read matches the version in front of you.

It is freely available, with no account: you can check for yourself what the tool does before discussing it with anyone. It complements — without replacing them — the training sessions and the support included in your subscription.

Something looks incomplete or out of date ? Tell us : this knowledge base grows continuously, in text, images and video.

Each DoliPlus feature has its own article, written to be followed with the screen in front of you. Thirteen chapters, in the order of a file that moves through the company: it arrives, it is sold, it is purchased, it is delivered, it is invoiced, it is paid.

The 13 chapters of DoliPlus

The file — A file = a folder. Everything in it.
Internal communication — No more internal emails.
Selling — From first contact to signed quote.
Purchasing — Consult, compare, order.
Stock & deliveries — What is ordered ends up delivered.
Invoicing & payments — The invoice is sent, the reminder follows, the money comes in.
Banking & management — Real figures, no spreadsheet needed.
Customer relations & support — The record keeps everything. The team knows everything.
Documents & mail — The document’s place exists before it does.
Fieldwork & mobility — The workday in your pocket.
Shop, web & trades — Selling at the counter, online, on site, and on-site.
Team & HR — The team organises itself in the same tool.
Your tool, tailored to you — Set up for your business, not the average.

Getting started

1. The case — A case = a file. Everything in one place.

Quotes, purchases, time spent, expenses, documents, schedule: everything related to the case is in its file — and its profitability is calculated from it.

The case file — all the flow in one place, from quote to balance

Time spent & profitability — what the case cost, without a spreadsheet

2. Internal communication — No more internal emails.

Chat, tasks, calendars, address book, phone, and video: the team’s daily tools are IN the ERP, attached to the case file — not in three separate subscriptions.

Team chat — the discussion is linked to the file, not an email inbox

Team chat software built into your ERP — the DoliPlus Chat module

Tasks & commitments — what was promised to the client is no longer lost

Shared calendar & schedule — the appointment is visible to the whole team

Shared address book — one book, on the desktop and on the phone

Integrated telephony (CTI) — the client calls, their file opens

Video conferencing & minutes — the meeting ends, the minutes are written

AI meeting minutes and one-click video meetings in your ERP

Messaging & webmail — the email to the client is sent from the ERP and filed automatically

3. Sell — From first contact to signed quote.

Prospecting, opportunity, pricing, follow-up, signing — without retyping and without forgetting to follow up.

Prospecting & business opportunities — expected on one side, invoiced on the other

Quotes & commercial proposals — a clean quote, automatically followed up, signed online

Customer orders — from the signed order to the remaining items to be delivered

Catalogue, products & prices — your prices, your rules — not the software’s

Sales force — targets, territories, commissions that calculate themselves

Campaigns & direct marketing — email, SMS and mail sent from your own records

4. Buy — Browse, compare, order.

The full purchasing cycle — down to the true cost of what you sell.

Supplier consultation & comparison — no more falling for the lowest bid

Supplier orders — ordered, received, invoiced — no re-entry

Supplier invoices — upload the PDF, the invoice fills itself

See also: SEPA Transfer Order

5. Stock & deliveries — What is ordered ends up delivered.

Remainders, shipments, labels, inventories: logistics without manual tracking.

Stocks & warehouses — the real stock, not the spreadsheet one

Shipments & deliveries — the remainder is tracked automatically

Barcodes & traceability — scan, don’t type

6. Invoicing & payments — The invoice goes out, reminders follow, money comes in.

No one likes chasing payments. Here, the tool does it — and tracks settlements.

Customer invoices — every type of invoice for a real business

Reminders & receivables — chase effortlessly, commit risk-free

Payments — the customer pays online, the invoice settles itself

Electronic invoicing — ready for the due date, without changing your habits

7. Banking & management — Real figures, no spreadsheet needed.

Banking in the ERP, exports ready for your accountant, and every figure linked to its exact list.

Banking & reconciliation — the statement arrives, matching happens almost automatically

Cash flow & pre-accounting — what comes in, what goes out, what remains

Dashboards & statistics — every figure opens to its exact list

8. Customer relations & support — The record holds everything. The team knows everything.

Every call, every exchange, every appointment and every issue — on the record, not in someone’s head.

Third parties, customers & prospects — one customer record, the same for everyone

Visit reports — what was discussed with the client stays within the company

Support, tickets & after-sales service — the client reports, you track, they stay informed

Interventions & client assets — you know what is installed where, and since when

Client portal (extranet) — the client accesses their documents without calling you

See also: Telephony – Click-to-Call

9. Documents & mail — The document’s place exists before it does.

The filing system is ready before the first paper. What comes in and what goes out has its place — no more “Miscellaneous” folder.

EDM — your documents pre-sorted — everyone opens the folder and finds the same document

Templates & document generation — your Word templates, filled with your data

Online office suite — Word, Excel, PowerPoint in the browser — your files stay with you

Write faster — dictate, correct, draft the first version

10. Fieldwork & mobility — Your workday in your pocket.

Already in your ERP: no connector, no per-user subscription. And it works where the network doesn’t.

DoliPlusMobi — the mobile app, no app store and no network

Field interventions — the intervention is closed on-site, report included

Entries & receipts — photograph the ticket, the line fills itself

On the road — vehicles and routes on a map

SuiviDeFlotte.net Connector for DoliPlus

11. Shop, web & trades — Sell at the counter, online, on site and on-site.

Complete business chains — every sale, wherever it happens, goes into the same memory.

Point of sale & cash register — every counter sale is a proper invoice

E-commerce — web sales go straight into the ERP, full file

Construction & trades — building quotes done right

Equipment rental — the fleet, the schedule, the inventory, the return

Equipment rental management with DoliPlus

Manufacturing & MES — what leaves the workshop goes into stock, on the same file

12. Team & HR — The team organises in the same tool.

Staff files, leave, time spent — in the same tool as the files, not in another HR software.

Staff files — the employee file to the same standard as the customer file

Employee records software: contracts, payslips and HR files in one place

Leave & absences — the request, the approval, the balance — online

Leave management software: staff absences and holidays

Time & expenses — what the work cost, recorded where it happens

13. Your tool, your way — Set up for you, not the average.

Your words, your colours, your screens, your rights, your connections. And AI when you want it, on a fixed fee.