btactic

To access the Dolibarr system, simply open any browser (IE7+, Firefox, Chrome, Safari, etc.) and enter the URL where Dolibarr is hosted. For example, it could be “http://www.mydomain.com/dolibarr”. This will take you directly to the login screen, where you need to enter your username and password. In the image, we can see the Dolibarr login … Read more

To register new clients and suppliers, we first need to go to the “Third Parties” section in the top bar. Once there, the lateral menu will show different options, including “New potential client,” “New Client,” and “New Supplier.” Create a third party: Once we select the option we need, a form will open for us … Read more

To access Banks/Cash, we need to click on the Bank|Cash tab in the top menu. The basic concepts to keep in mind in this module are: – Account: Deposit of money in a financial institution where various items (income/expenses) can be charged. – Direct Debit: Act of authorizing payments or collections charged or credited to … Read more

To access Financial, we need to click on the Financial tab in the top menu. The basic concepts to keep in mind in this module are:  – Invoice: A commercial document that reflects all the information of a sales transaction.  – Donation: The act of giving funds or other material goods selflessly.   – Fee: Payment … Read more

To access Commercial, we need to click on the Commercial tab in the top menu. The basic concepts to keep in mind in this module are:  – Quotation: A document provided to a client informing them of the cost of the sale of products and/or the provision of services.  – Order: A request made to … Read more

To access Products/Services, we need to click on the Products/Services tab in the top menu. The basic concepts to keep in mind in this module are:  – Product: A consumer good that we purchase from a supplier or sell to a client. – Service: An activity performed by the company for a third party that … Read more