Get started with CRM / ERP Dolibarr

> Installation

• Presentation of Dolibarr and local installation on Mac and/or Windows
• First configuration
• Activating core modules
• Save your Dolibarr

> Navigate Dolibarr

• Organization of admin menus
• Understand and configure the dashboard

> Users

• Create a user
• Set permissions

> Third parties and contacts

• Creating third parties and contacts
• Understand and use categories
• Understand the file of a third party / contact

> Services and products

• Creating services and products
• Understand and use categories
• Understanding product / service listing

> Quotes and invoices

• Creating a quote
• The status of a quote
• Place a quote as an invoice
• Invoices types
• The "Invoices" module configuration