dolibarr/README
Laurent Destailleur 4736f07889 Doc
2011-07-13 15:25:21 +00:00

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README (english)
--------------------------------
Starter documentation
--------------------------------
1) Install Dolibarr
2) Upgrade Dolibarr from an older version
3) What's new in this version
4) What Dolibarr can do
5) What Dolibarr can't do yet, todo list
I - DOLIBARR INSTALL
--------------------
If you have no technical knowledge, use Windows and you are looking for an
autoinstaller to install Dolibarr ERP/CRM in few clicks, you must download
DoliWamp (the all-in-one package of Dolibarr for Windows).
You can download it at:
http://www.dolibarr.org/downloads/cat_view/62-stable-versions
If you already have installed a Web server and a Mysql database, you can
install this version like this:
- Copy directory "dolibarr" and all its files inside your web server root,
or copy directory anywhere and set up your web server to use "dolibarr/htdocs"
as root for a new web server virtual host (second choice need to be web
server administrator).
- Create an empty file "htdocs/conf/conf.php" and set permissions for your web
server user (write permissions will be removed once install is finished).
- From your browser, call the dolibarr "install/" page. Url depends on choice
made on first step:
http://localhost/dolibarr/htdocs/install/
or
http://yourdolibarrvirtualhost/install/
- Follow instructions provided by installer...
II - DOLIBARR UPGRADE
---------------------
To upgrade Dolibarr from an old version to this one:
- Overwrite all old files inside old 'dolibarr' directory by files
provided into new version package.
- If you came from version x.y.z to x.y.w (only third number differ),
there is no need to run any migrate process.
- If you came from a beta version or from any version x.y.z to any
other where x or y number differs, you must call the Dolibarr "install/"
page in your browser (this should be done automatically at first dolibarr
access).
This URL should looks like:
http://localhost/dolibarr/htdocs/install/
or
http://yourdolibarrhost/install/index.php
Then choose the "update" option according to your case.
Note: Migrate process can be ran safely several times.
III - WHAT'S NEW
----------------
See ChangeLog file.
IV - WHAT DOLIBARR CAN DO
-------------------------
Main modules/features:
- Products and services catalog
- Customers, Prospects or Suppliers directory
- Address book
- Stock management
- Bank accounts management
- Orders management with PDF export
- Commercial proposals management with PDF export
- Contracts management
- Invoices management with PDF export
- Payments management
- Standing orders management
- Shipping management
- ECM (Electronic Content Management)
- EMailings
- Agenda with ical,vcal export for third tools integration
- Management of foundation members
- Donation management
Other modules:
- Bookmarks management
- Can reports Dolibarr events inside Webcalendar or Phenix
- Data export tools
- LDAP connectivity
- Third parties or products categories
- ClickToDial phone numbers
- RSS
Miscellanous:
- Mutli-user, with several permissions levels for each feature.
- Serveral menu managers (can be used by internal users, as a back-office,
with a particular menu, or by external users, as a front-office, with
another menu and permissions).
- Very user friendly and easy to use.
- Optional WYSIWYG forms, optional Ajax forms.
- Several skins.
- Code is highly customizable (a lot of use of modules and submodules).
- Works with Mysql 3.1 or higher, experimental support for PostgreSql.
- Works with PHP 4.3 or higher.
- An easy to understand and maintain code (PHP with no heavy frameworks).
- A trigger architecture to allow you to make Dolibarr business events run
PHP code to update your own information system.
- "NPR VAT Rate" (French particularity for managing VAT in DOM-TOM
called "Non Perçue Récupérable").
V - WHAT DOLIBARR CAN'T DO YET (TODO LIST)
------------------------------------------
This is features that Dolibarr does not support completely yet:
- Accountancy.
- Dolibarr can manage only one currency.
- Dolibarr does not support the double Canadian Tax.
- Dolibarr does not make coffee (not yet).
- Stock management with option increase/decrease on invoice works on
warehouse number one only (no way to choose warehouse).
- Stock management with option increase/decrease on orders works on
warehouse number one only (no way to choose warehouse).