Uncategorized
How to access and log out of Dolibarr
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
Third-Party Management
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
Banks and Cash
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
Financial Management
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
Commercial Management
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
Product/Service Management
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
bTactic wishes you Happy Holidays and a better 2021
This year has been atypical and full of uncertainties, but together we have managed to get here, and now with new hopes placed in the next year 2021, we want to congratulate you on the holidays and wish you all the happiest possible.