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Course Outline

Introduction

  • Dolibarr philosophy and principles.
  • Dolibarr vs. other ERP/CRM solutions.
  • Overview of features and architecture.
  • Exploring additional capabilities beyond basic functions.

Understanding Dolibarr

  • The data lifecycle within Dolibarr.
  • Integrating Dolibarr with business processes.

Getting Started

  • Setting up the development environment.
  • Installing Dolibarr as a standalone application.
  • Installing in containers like Docker or Podman.
  • On-premise and cloud deployment (AWS, etc.).

Essential Modules and Management

  • User, role, and permission management.
  • Managing customers and suppliers.
  • Inventory management and warehouse control.
  • Configuring the accounting and finance module.

Automation and Customization

  • Automating business processes.
  • Customizing software through additional modules and custom fields.

Integration and Troubleshooting

  • Integrating Dolibarr with other tools and platforms.
  • Common strategies for resolving technical issues.

Summary and Next Steps

  • Recap of learned knowledge.
  • Discussion on practical implementation and scaling of Dolibarr usage.

Evaluation and Closing

  • Assessment of knowledge through practical tests.
  • Discussion on additional resources and community support for Dolibarr users.

Requirements

  • Basic understanding of ERP and CRM.
  • Experience with database management systems.
  • Basic knowledge of business and administrative operations.

Audience

  • Managers and administrators looking to optimize their business processes.
  • Developers interested in customizing ERP/CRM solutions.
  • IT technicians responsible for implementing and maintaining ERP systems.
 14 Hours

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