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
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-a perfect ERP&CRM
An Introduction
for Small and Medium Size Organizations/ Foundations/ Individuals
An Introduction
Ashwani ChandraBusiness Analytics Consultant
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Contents
• About
• Installation and Setup
• Features
• Screens• Screens
• Applications
• Get Started
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AboutAbout
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• 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.
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Installation & Setup
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• 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.
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• 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.
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FeaturesFeatures
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� 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
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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.
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ScreensScreens
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Admin Screen
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Finance Module Screen
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Invoice Module Screen
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Banking Management Module Screen
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Product Catalogue Module Screen
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Marketing emails Module Screen
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ApplicationsApplications
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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.
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References
� http://www.dolibarr.org/