a multifunctional erp &crm
DESCRIPTION
Discovered a new open source multifunctional combination of application of ERP and CRM known as Dolibarr; few people are aware of this in its current form but the application has lot of potential for small to medium size organisations, foundations and individuals give a look on its functions and features here.TRANSCRIPT
-a perfect ERP&CRM
An Introduction
for Small and Medium Size Organizations/ Foundations/ Individuals
An Introduction
Ashwani ChandraBusiness Analytics Consultant
Contents
• About
• Installation and Setup
• Features
• Screens• Screens
• Applications
• Get Started
AboutAbout
• Open Source blend of ERP and CRM
application.
• Works offline and online mode on an Apache,
MySql, PHP servers.
• Very Useful for small to medium size
organizations, freelancers and foundations.
• Simple to develop and use.• Simple to develop and use.
• Did not require a great technical skill to
implement just require basic knowledge.
• A great lots of features for daily business use
and processes related to sales, marketing,
finance, human resource and operations.
• Built with ready-to-use cloud platform.
Installation & Setup
• Prerequisite- All OS and Platforms are
supported that exist on planet.
• Database: Mysql 4.1+, PostgresSql 8.1.4+
• Database size need is lower than 1Mb per
100 customers/suppliers.
• PHP: 5.2.1+, configuration must allow use of a
max of 64Mb of memory.max of 64Mb of memory.
• Works magick_quotes, register_globals and
safe_mode parameter is set.
• Utilizes less than 80MB of disk or server space.
• Any Intel hardware is supported.
• On computer/ dedicated server- through doliwamp
executable package.
• On Linux Debian,Ubuntu, Fedora, Redhat,
Mandriva, Mageia or OpenSuse- through deb and
rpm or tar.gz package.
• Web Hosting Provider- through MySql and PHP.
• Cloud or SaaS –through hosting provider as it is
ready to use on cloud.
• Data can be imported through mass importing
options.
• Setup includes Organization/ Company foundation
name, logo, Pays and VAT.
• Modules include Alerts, Financials, Security, SMS,
PDF, Emails, Customers, Invoices, Human
Resource etc.
FeaturesFeatures
� Customers, Prospects or Suppliers
directory
� Products and services catalog
� Stock management
� Bank accounts management
� Commercial actions management
� Orders management
� Commercial proposals management
� EDM (Electronic Document
Management)
� Foundations members
management
� Leave requests for employees
� Mass emailing
� Realize surveys
� Point of Sale� Commercial proposals management
� Contracts management
� Invoices management
� Payments management
� Standing orders management
� Shipping management
� Agenda with ical,vcal export for third
tools integration
� Donations management
� Reporting
� PDF Generation of all elements
(invoices, proposals, orders, ...)
� Import and export tools (CSV or
Excel)
� Bookmarks management
� LDAP connectivity
Limitation
• It only manages Bank not accountancy.
• Single mono currency handled.
• Single organization on single installation.
• No Payroll Module.• No Payroll Module.
• VAT not for every country available.
• Task not independent of each other in modules.
• No Webmail.
* Being the fact; with few limitations it’s an excellent application for small,
medium size organizations and individuals.
ScreensScreens
Admin Screen
Finance Module Screen
Invoice Module Screen
Banking Management Module Screen
Product Catalogue Module Screen
Marketing emails Module Screen
ApplicationsApplications
Applications and Uses
• Integrate Customer management and
Marketing activities.
• Point of Sales module expedites the sales
process.
• Integrated Banking functions helps in • Integrated Banking functions helps in
extracting liquidity position.
• Create and share invoices instantly.
• Manage Products and their categories
efficiently.
• Manages Projects and Human Resources
with greater efficiency at one place.
References
� http://www.dolibarr.org/