Dolibarr Enterprise Resource Planning & Customer Relationship Management Site

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Dolibarr

Dolibarr is an open source ERP and CRM that contains dozens of modules to support all aspects of your business.

When you launch Dolibarr, you can configure it with as many or as few modules as required to support everything from supply chain and project management to accounting and human resources management.

Dolibarr ERP & CRM is a modern and easy to use software package to manage your business (customers, invoices, orders, products, stocks, agenda, e-mailings, shipments...).

You enable only the feature you need.

So whatever is your business management need (sales, human resources, logistic, stock, invoicing, accounting, manufacturing, etc), you are able to setup the application to match your need and only your need.

Integration between the features/modules you decide to use is ready "in-the-box", so, even without customization, users are immediately ready to work and won't have to make any double entry on your information system.


Write to us and ask for your credentials to the admin interface of a Dolibarr Demo Environment.

Your credentials will be valid for 1 day after which the Demo Environment will reset itself.

CRM and Sales

Product and Stock

Marketing

Human Resources

CMS and E-Commerce

Finance and Billing

Productivity

CRM and Sales

Prospects and Customers

Dolibarr gives you the ability to follow-up your prospects and customers, and reuse them with other modules.

Create your prospects or customers

Just enter the name of the third party and its type (prospect and/or customer) to create it in your database.

A unique customer code reference will be automatically set according to your numbering rule.

Record any other data (email, address, language, tags...) to make a more accurate management of your third party database.

If predefined fields does not suit you, just create yourself all attributes you need with the type of your choice (string, amount, date, combo list, checkbox, ...)

Attach any notes or files to your prospect/customer sheet.

If you have a lot of sales representatives, assign them to dedicated prospects or customers, so if you will be able to get statistics per sales representatives (Sales, Margins, Events).

Merge third parties to remove duplicate record.

Create alternative contacts/addresses

If you need, you can create one or several alternative addresses for each of your prospect or customer record (one record/address for the director, another one for his assistant or for the delivery or legal service).

Assign such contacts to any business document (commercial proposals, orders, etc) so correct name will be automatically set on generated PDF documents.

Set status and potential of your prospects

If you need to, set a contact status and a potential to your prospect.

You can define the different prospect potential/levels according to your need.

No need to spend time to modify the Prospect status after a contact is done, just modify the status in one click from your list without opening the prospect sheet.

Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices, …

Create rich documents using a WYSIWYG editor or reusing predefined products and prices, using a WYSIWYG editor or reusing predefined products and prices, according to the modules/features you enabled, like Quotes or Commercial proposals, Sales Orders, Interventions, Invoices, etc.

Manage documents from dedicated menus or directly from the third party sheet.

Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.

Follow-up your prospects, your customers

List and filter your database on any attributes, tags or status.

Send emails to your contacts directly from the application, using predefined emails templates.

Reuse your prospect or customer database to send mass emailing with the Mass emailing module

Export your database with the Export module to reuse your qualified record with other external tools.

Find all the events related to your prospects and customers such as proposal creation, invoices validation... and many other events using the events recorded automatically according to the module Agenda settings.

Opportunities

Create and follow all your lead / commercial opportunities

Create your Lead / Opportunity

Create your lead or opportunity.

Include predefined products to save you time, or enter full content manually.

Attach any external document.

If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.

Use your opportunities for a 360 degree view

Create your quotes, commercial proposals and send them by Email from the application.

Enter also events or remind in the agenda.

Link any data (events, quotes, orders...) to your opportunities so you can find easily all information past and to come around your opportunity.

Define an amount and a probability on your opportunities, so you can have an idea of what will be your coming turnover (opportunity amount averaged with the probability)

Change status of your opportunities into "Won" or "Lost".

If the lead is won, you can also reuse the project to create new tasks to start and follow the production.

Follow your open opportunities

List and display all your open or close opportunities.

Choose which information you want to see on your lists.

Filter and sort them on any criteria.

Analyse your performance

Use predefined statistics pages to get useful information of your company or your sales representative performance.

Like any other data, export your Opportunities with the Export module so you can reuse them with third-party tools, or connect directly your existing BI suite to the open database for Big Data analysis.

Quotes and Proposals

Create and send, with no delay, pretty proposals to your prospects or old customers...

Create your Quote or Commercial Proposal

Create your quote from your prospect/customer sheet, or in one click by reusing a previous proposal.

Include predefined products to save you time, or enter full content manually.

If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.

Process your commercial proposal

The PDF of your proposal is automatically generated and updated.

Send your quote of a selection of quotes by Email directly from the application.

Use your predefined email templates so you even don't have to type any text.

Depending on the modules/features you enabled, you can also convert your proposal into an order (module order), a contract (module contract), intervention (module intervention), invoice (module invoice) or any combination of this.

If the module margin is enabled, you can also have a look immediately of the margin of your proposals.

Change status of your proposals into "Refused" or "Signed".

Your prospects are converted into customers automatically, as soon as a proposal is signed.

Follow status of your open commercial proposals

List and display all your quotes.

Choose which information you want to see on your lists.

Filter and sort them on any criteria.

Analyse your performance

Use predefined statistics pages to get useful information of your company or your sales representative performance.

Export your Proposals with the Export module to reuse them with external tools, or connect directly your existing BI suite to the open database for Big Data analysis.

Orders

Dolibarr can manage your customer and supplier orders.

Manage your workflow order and products stock according to your rules.

Create your Order

Create your orders from your customer sheet, or in one click by reusing a signed proposal or contract to save time.

Include predefined products to save you time, or enter full content manually.

If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.

Process your Order

The PDF of your order is automatically generated and updated.

Send your order acknowledgement by Email directly from the application.

Use your predefined email templates so you even don't have to type any text.

Depending on the modules/features you enabled, you can also convert your order into a contract (module contract), intervention (module intervention), invoice (module invoice) or any combination of this.

If the module margin is enabled, you can also have a look immediately of the margin of your orders.

If you decide to manage shipments, close automatically your orders when all shipments are done.

Depending on your setup, if you need to manage stock, your stock may also be increased/decreased.

Follow status of your open Orders

List and display all your orders.

Choose which information you want to see on your lists.

Filter and sort them on any criteria.

Analyse your sales or delivery performance

Use predefined statistics pages to get useful information of your sales representative performance.

Export your Orders with the Export module to reuse them with third-party tools, or connect directly your existing BI suite to the open database for Big Data analysis.

Contracts and Subscriptions

Manage customer / supplier contracts or subscriptions.

Generate recurring invoices of subscription automatically.

Create Contract with subscribed services

Create your contract from your prospect/customer sheet, or in one click by reusing a proposal or an order.

Include predefined products/services to save you time, or enter full content manually.

If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.

A PDF of your contract is automatically generated and updated.

Change status of your services ("Running", "Disabled") and end date at any time.

Attach notes or files to your contract.

Convert your customer contract into one shot or recurring invoices

You can convert your contract into one or several invoices.

If your contract is dedicated to follow a recurring service, convert it into a recurring template invoice:

Define the frequency, amount, date of first invoice and/or a maximum number of invoice.

Your template invoice will be pre-filled with data of your contract services, then invoices will be generated automatically.

A PDF of your contract is automatically generated and updated.

A link is saved between your template invoice and your contract so any generated invoices will also be linked to your contract.

You can change, at any time, the content of your contract or the content of your template invoice (so the way you will bill your customer) independently.

Follow and manage your contracts and services

Check which service is expired or about to be expired.

Renew your contract / service end date or close them if required.

Export your Contracts and services with their status with the Export module to reuse them with third-party tools, or connect directly your existing BI suite to the open database for Big Data analysis.


Product and Stock

Products and Services

Manage your product and service catalog, your prices and margin

Manage your products and services catalog

Create and update your product or service catalog.

You will be able to reuse them in any other features with one click (proposals/quotations, orders, invoices, stocks).

Manage differently the sale or purchase status.

A lot of native data can be defined on products and services cards such as sale prices, tax rate, duration or dimension, cost price, accounting accounts, stocks, notes or add your own personalized fields....

Describe your products or services in any language of your choice.

Any data will be reused, to save you time, in other modules.

Attach any files (Pictures, Photos, PDF notices, ...) to your products.

Clone Products and Services to create new ones in few clicks, or reuse the Variant feature to generate variant products (similar products with a different color or size for example)

Manage your selling and buying prices

Define your selling and / or buying prices, and keep history of all your changes. Define your prices per customer segment, per quantities or per customer.

Follow your products or services performance

Filter your product catalog on any property of your choice,

Some predefined statistics reports allows you to get graphics showing you the quantity and amount of products and services offered in proposals, orders and / or invoices.

Margins and more ...

If you use purchase features, the margins module may help you to get financial data and margins for each product and service.

Kit / Virtual products

Define virtual products with quantities of sub-products, so when stock of your virtual product is modified, stocks of sub-products can also be modified automatically.

Variant products

You if need to sell variant of a product (for example a dress can be pink, blue, size S or XL), use the variant editor to create your variants quickly and easily.

Stock, lot or serial management

Choose the way Dolibarr will manage your stock automatically for you, decide per product, if you need to follow serial or lot number, by using the Stock module and let the application calculate your Weighted Average Price (WAP).

Stocks and Warehouses Management

Manage stock and warehouses (emplacement)

If you need to, you can add support for Lot or Serial numbers

Warehouses

Organize your warehouses and emplacements.

Use them to store your products and define movements.

Follow you stock per product references, warehouse, date and or lot/serial number.

Get an always up to date valorization of your stock using Weighted Average Price calculation or Standard calculation.

Stock movements

Record your stock movement manually and / or ask your application to increase or decrease your stock automatically (on invoice, on order or on shipment validation...)

Retrieve any movement in your log record

Automatic virtual stock and easy reassort process

Take your stock workflow setup in consideration to always get the real stock or virtual stock (stock once all your customer or supplier orders will be shipped).

Use both your real stock or virtual stock to make your reassort in few clicks.

Make mass stock change, inventory or transfer in one step

Use the stock transfer page to record in

one transaction several stock change

.

Define a desired quantity for each product so the replenishment tool will be able to generate supplier orders automatically to restore your stock level.

See page Purchase/Supply (Approvisionning).

Lot and serial management

If you need to, you can use the Lot/Serial number management. Products defined to be managed by Lot will require a lot number for each move.

You can also set properties to your lot like Sell-by date or Eat-by-date.

Follow your stock by Lot and retrieve detail of stock and movements for a particular lot at any time.

Purchase and Supply

Manage your Purchase Orders workflow, Restock your warehouses.

Purchase orders

Create Purchase Order, Approve, Receive and Billyour Purchase Orders.

Grant users or groups permissions on the workflow.

Defined threshold that will send email notifications automatically.

Receive your products

If you follow your stock, use the stock dispatching wizards to receive products in your emplacement / warehouses.

Valorization of your stock is always up to date.

Calculation of Weighted Average Price can be done automatically.

Procurement management

Use the wizard to provision your warehouses based on defined optimal quantities.

Take into consideration open customer orders and open purchase orders to get automatically the wrong quantity to buy.

Generate automatically your Purchase Orders.

Shipments

Use the shipping module to track your picking list, orders and quantity to ship or shipped

Create and Track your shipments

Create your shipments in one click from any order.

Compare the quantity shipped with the quantity to ship.

Define the planned date of delivery for each of your shipment so you can process them by priority or follow late shipments.

If you need more information on your shipment, you can setup application to manage any other custom fields you need.

When creating a new picking sheet, weight or volume of your items can be both automatically calculated from predefined product data or manually defined.

Your stock is updated automatically when you make a new shipment.

And record of your stock movement are directly linked to the shipment.

Easily track your shipment with a direct the link with the transporter tracking tool that is automatically filled.

Generate the shipment sheet

Generate the PDF of the shipment sheet and print it for your transporter or send it by email directly from the application to any partner.

If necessary, you can also manage / generate delivery receipts.


Marketing

Emailing

Create and send mass e-mailing campaigns without any external tool

Create your Emailing content with a friendly editor

Create emailing campaigns using an easy to use WYSIWYG editor or for advanced users, an HTML editor.

You can also attach files to your sent emails.

Personalize the e-mail template using variables that will be replaced with personalized values for each recipient, like

  • First name, Last name, Email of recipient, signature of emailing author
  • Invisible markers to track if email is read or not
  • An easy to use links to allow recipients to unsubscribe in one click to your mass emailing campaigns
  • And more variables depending on other modules you activated...

Select your recipients from your existing data and Test your campaign in one click

Select the recipients of your emailing campaign among a list of predefined targets:

You can select among any customer, supplier, partner, employees or from an external source.

The recipients selector gives the ability to choose mail addresses depending on a lot of criteria for an accurate targeting. Combine different sources if you need.

The application will automatically discard duplicated emails.

Send your email to few test emails to validate your setup with a real email reader.

Send your emailing campaign

Send your email campaign from the web interface or from command line.

Use your own or third party external SMTP server.

Track sending status per recipient to know which email was sent or not, who has opened the email and who has decided to unsubscribe.

Duplicate your campaign to quickly restart it later

Once the e-mailing campaign is sent, the status is updated letting you know whether the e-mails have been sent properly or not. If all the mails have not been sent, you can retry to send them later.

Or just duplicate your campaign, content and/or recipients to start a new campaign in few clicks.

For further features...

If you prefer using the web interface (and not only the SMTP service) of a third party E-mailing service (MailChimp, SendInBlue, SendGrid, ...), you can check if a connector is available for your version on the Dolistore.

Surveys

Ask your employees or partners their choice or opinion on any topic.

Give your contacts an online access to the poll.

You can create polls to determine the best date for a meeting, to vote for an election, or any other topic.

Several options such as receiving email for each vote, writing comments, make vote public or private can be enabled.

Create the poll or survey and add the questions you want to ask

Choose the best type of poll matching your need (date poll to select different days/hours in a calendar, or vote/standard poll to select with a list yes/no or for/against).

Define the title, a closing date and a description that will be displayed on the public or private poll page.

Create as many questions/answers as you need.

Choose among several options like :

  • Receive an email for each vote
  • Allow voters to add comments in the poll
  • Allow voters to see or not other people's vote

The module will give you an URL related to your survey to allow people to vote with any browser...

Ask your employees, colleagues or partners to vote

Send the created poll link by email or put the poll link online on your website, so people can vote and maybe post comments.

All this in few clicks only.

You can also use the mass emailing module of Dolibarr to inform your contacts of the poll availability !

Read and download the poll results

In the end, you can administer your polls and surveys, read, download and analyze the results of your polls and surveys from the back office.

Retrieve all your polls, past, current and to launch.

Find a summary of votes and details for each voters, read comments, close or reopen a poll at any time.


Human Resources

Employees

Manage your employees and let your employees manage their activity and holidays.

Create your employee / user accounts

Creating an account for your employees will allow them to access data in Dolibarr and to interact on any enabled features such as third parties, business documents, and all other depending on their permissions.

You can create as many user accounts as employees (internal users).

You can also create user accounts for your partners/customers or suppliers (external users).

Creating a user only requires saving a name, a login and a password.

Many other options and data can be set, like its job position, gender, notes, attaching external files, status...

Set also a user color so you can identify easily user events on the agenda module.

Define the hierarchy of your employees / users

Set the hierarchy of your employees, so when filling in leave requests or expense reports, the supervisor of the employee will be informed to validate the request.

Define hourly rate for each of your employees

Define an hourly rate for each employee, so if they use the timesheet feature, their time spent will be converted into a value in your currency.

If you use the module Project, you will be able to see cost of time spent by your employees as part of profitability of your projects.

Set user e-mail and a nice corporate email signature

Saving an e-mail on users card will allow those users to send e-mails from Dolibarr. Their signature will be displayed in each e-mail sent from Dolibarr.

Set permissions on your users or groups and Personalize display for each user

You can prevent user to have access to Dolibarr features and confidential data defining user permissions on user card permissions tab.

If you have a lot of users, create groups, define permissions on groups and assign users to those groups.

Each user can personalize its environment, including language, theme, but also dashboard.

Leave requests, expenses reports

Depending on enabled features and on permissions, users will have the ability to create leave requests or expense reports.

All these elements will have to be validated by a supervisor who will be informed by e-mail of a pending leave request or expense report.

Expense Reports

Let your employees make their expense report.

Validate and follow their payment.

Expenses reports feature offers a workflow to let your employees make their expense report.

The manager will receive alerts to refuse or approve the expense report.

You can also follow if it has been paid or not.

Expense report requests, Validate and send e-mail

Let your employees fill in their expenses reports.

A permission system tell who can and can't make such requests.

Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.

Link expense reports to your lead/projects and retrieve them in the project overview.

Receive an e-mail informing that a new expenses report has been validated.

Approve and Pay the expense report

As a manager, find all the expense reports waiting for your approval.

Refuse the expense report or approve and pay it.

Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.

Leave Requests

Allows your employee to make leave requests.

Approve or refuse.

Let the system increase automatically the balance of remaining holidays.

Set types of leaves and monthly increase

Types of leaves can be personalized in Dolibarr dictionaries entering your own leave topics.

In the dictionary, you can also set the automatic monthly increase for each leave.

Is is also possible to set a delay that users will have to respect between the request and the leave.

Create a leave request, Validate and send e-mail

Give your employees the permission to create their own leave requests and let them input a type of leave, start and end dates and a supervisor.

You can also write a short description.

Once a leave request is created, users can validate it.

Validating a leave request automatically sends an e-mail to the user's supervisor in charge of accepting the leave request.

Approve or refuse the leave request

As a supervisor, you will receive an e-mail including a direct link to the leave request card of your subordinate to accept it or not.

Any decision made will be sent to the user informing him of the status of his request.

Or use the application menu to get a list of all pending leave requests waiting for approval.

Analyze leave requests

As an employee, consult the status of all your leave requests and your balance of remaining holidays.

As a Human Resources manager, update the balance of a dedicated user.

List and filter all leave requests according to status, date, employee or any other property.

Export or analyze statistics on all leave requests.

Timesheets

We will create pages to describe this module will be available soon


CMS and E-Commerce

CMS / Website

Create your web site

Use existing website templates to save you time and get a web site ready in few seconds.

Or create a website and page contents from scratch, directly from the website editor.

You don't need technical knowledge.

But if you are an experienced webmaster, you can use the HTML or CSS embedded editor to build a professional web site.

Use the container/page architecture to mutualize content

Organize pages or contents into containers.

Include any container/page into other containers/pages.

(For example, you can have a top container to define the template of web site that includes a container for your header, another one for your footer and another one for the main content).

There is no limit on number of level of embedded contents so you have a more powerfull and flexible CMS than any other old traditionnal CMS like Joomla, Wordpress or Drupal.

Test your website with no need of any external web server

Dolibarr include its own web server so you can preview your web site content with no need to install a we server.

Include dynamic content in your website

Because the website is integrated into your ERP, you can include any data coming from your ERP easily.

All objects to read your data are automatically available and can be accessed and manipulated using PHP code directly embedded into your web pages.

Server your website with your own server like Apache or Nginx

Once your site is ready to be online, just create a virtual host in your favorite web server like Apache, Nginx, etc, that point to the directory where your website pages were generated and your website is running, including dynamic content provided by your ERP and even if your ERP is not exposed on Internet.

eCommerce

Sells online with your own E-Commerce platform or use the embedded E-Commerce CMS.

If you use an external eCommerce solution

If you have an online shop / eCommerce platform, you can synchronize it with Dolibarr ERP CM using external synchronisation modules.

You may find external modules developed by third parties on www.dolistore.com for most major Open Source E-Commerce solution.

Most eCommerce solution are fully or partially supported, like Prestashop, Magento, OsCommerce, OpenCart, etc.

Or use the embedded eCommerce solution

Dolibarr provides its own eCommerce module so you won't need to install synchronisation services between your ERP and your eCommerce.

The integration is ready on the box.

Date of availability is end of 2019.


Finance and Billing

Billing & Payments

Manage the invoices and payments of your customers or suppliers.

Create your Invoices

Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet.

Depending on the modules/features you enabled, you can also generate your invoice from your proposals (module Proposal), your orders (modules Order), your contracts (module Contract) and/or interventions (module Intervention).

If the module margin is enabled, margin can be calculated from the best supplier, the cost price or the Average Weight Price of your products.

You will get margins statistics per product, customer, date...

Include predefined products to save you time, or enter full content manually.

If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the invoice form.

Your invoices can also be generated automatically using the recurring template invoices.

The document of your invoice (PDF, ODT, ...) is automatically generated and updated.

Send your invoice and manage payments

Send your invoice by Email directly from the application.

Use your predefined email templates so your email content is automatically filled.

Generate a Direct Debit SEPA file for automatic batch bank payments and follow its integration by your bank.

Close your invoice to paid automatically once bank has processed your SEPA file.

Provide your customer a link to pay online, using Paypal, Stripe, Paybox, ...

Reuse down payment into another invoice to reduce the amont to pay or reuse a credit note into another invoice to reduce the remain to pay.

Follow status of your open Invoices

List and display all your orders.

Choose which information you want to see on your lists.

Filter and sort them on any criteria.

With the batch feature, send easily reminds for all your unpaid invoices.

Analyse your billing performance

Use predefined statistics pages to get useful information of your sales representative performance.

Export your Invoices and payments with the Export module to reuse them with external tools, or connect directly your existing BI suite to the open database for Big Data analysis.

Bank Reconciliation

Dolibarr allows the reconstitution of your bank account to control its content and to identify differences in balances.

Choose the bank statement related with the conciliation

The reconciliation tool display all the entries of your bank account in Dolibarr from invoices paiements and manual entries :

Modify and execute the control

Modify and execute the control and enter a code for the Dolibarr bank statement that can be displayed :

Find the unreconciliated entries

Find the unreconciliated entries of your bank account as below :


Productivity

Projects, Tasks

Projects and task are useful to follow leads, opportunities or dedicated business or technical projects.

Track also how much the project can bring to your company, and the profit you got with it.

Create Projects, Leads or Opportunities

Use the Dolibarr project according to your need. Follow Leads, Opportunities, Internal, customer or supplier projects.

Add the predefined fields of your choice to make the data managed more complete and as accurate as you need.

Define who can view or edit the project

Make the project public or select the employees and / or partners who will participate. Allowed users will be able to enter time spent if you decide to use timesheet feature.

Create tasks

If you need to follow dedicated tasks, create them into your projects.

You can define properties on your tasks like planned workload, assign specific users or not. You can also create sub-tasks and have a hierarchy of tasks.

Record time spent on Projects / Tasks

If you decide to use Dolibarr projects to follow time spent, let each user declare its time on a daily basis with a dedicated interface, or on a weekly or monthly basis with another one.

Enter the estimated progress of your tasks/project during the same step than when entering your time spent, so you don't forgot it and comparison time spent with work really done is always up to date.

If a hourly rate is set in your users card, then a task cost for the time spent will also be automatically calculated and reported.

More information available on timesheet feature.

Follow your project or tasks

Follow your projects :

If you use opportunities, get instantly the potentiel turnover of your leads, weighted with the probability, to get your future turnover.

If you decide to use tasks, follow their progress and compare with what you planned.

Show the planning using the Gantt view.

Project overview

Projects offer an overview tab displaying a lot of information about projects and linked elements in Dolibarr such as proposals, invoices, orders...

All these data allow you to determine gains and losses resulting from the project.

Interventions

Dolibarr includes an intervention management functionality.

Register your interventions or your coworkers' ones.

Interventions can be billed according products and services that will then be added on them.

Create your intervention

Create your intervention.

For a better follow-up, link your interventions to contracts or project !

Save the description of your intervention

Save the description of your intervention in its lines :

Create a proposal or an invoice from an intervention

From an intervention, create a proposal, an invoice to be filled with free or predefined product and services.

Add a sell price on done action during the intervention :

Create an event on the agenda to plan your interventions

For a better time management, create an event on the agenda to plan your interventions. A link on the intervention card will open the page to.

Agenda

Use the Dolibarr Agenda as a common shared calendar enhanced with features dedicated to your ERP / CRM (links to your customers, employees, projects, invoices, ...)

Create events manually, past or future

Record your events in the embedded agenda :

Past events for tracking purpose, or Future events for reminding purpose.

Assign events to a customer/contact, project and/or users.

If the module Resources is activated, you can also assign resources to your event, for exemple to track which room is occupied, which car is hired or which video projector is reserved, when and by who.

Setup module to define events to be recorded automatically

Using the setup of Agenda module, you can decide to record automatically events related to any business action that occurs into application.

(For example, track your order, proposal or invoice status change, track creation or deletion of new customers, ...)

Read events into different agenda views

Read and search events using filters to see only events you are interesting on (by user, customer, project, status or type).

If you need, include in the agenda view, any events recorded into an external calendar (in read-only mode using the ical/ics import).

Or export your events into any external calendar using the ical/ics export link.

You can use different rendering views to read your events (view by day, by week, by month, by user, or simple list).

For example, the view "per month" or "per week" is interesting to show past or coming events while the view "per user" is great to see which user is busy or free to find the best moment to create a new meetings.

Your Virtual Machine Specs

Your Dolibarr Server will be running on an isolated and secure Virtual Machine with the following configuration 1 :


  • CPU: 1 vCPU on 7th Generation Intel® Core™ i5-7260U Physical Processor(s)
    • Base Frequency: 2.20 GHz
    • Max Turbo Frequency: 3.40 GHz
  • Memory: 512 MB on 32 GB DDR4-2133 Physical Memory Chip(s)
    • DDR4-2133 1.2V SO-DIMM
    • Max Memory Bandwidth: 34.1 GB/s
  • Disk Size: 15.56 GB on 1TB M.2. SSD Physical Storage Chip(s)
    • M.2 Solid-State Drive (SSD)
    • Sequential Read: 530 MB/s
    • Sequential Write: 510 MB/s
    • Random Read IOPS: 92 K
    • Random Write IOPS: 83 K

Note 1 : Virtual Machine Resources are already optimized for performance. Under extreme usage or circumstances, more resources can be easily acquired via our Add-ons section.

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