Dolibarr ERP & CRM is a modern software package that helps manage your organization's activity (contacts, suppliers, invoices, orders, stocks, agenda…). It's an Open Source Software suite (written in PHP with optional JavaScript enhancements) designed for small, medium or large companies, foundations and freelancers. You can freely use, study, modify or distribute it according to its licence. You can use it as a standalone application or as a web application to access it from the Internet or a LAN. Dolibarr has a large community ready to help you, free forums and preferred partners ready to offer commercial support should you need it
LICENSE
Dolibarr is released under the terms of the GNU General Public License as published by the Free Software Foundation; either version 3 of the License, or (at your option) any later version (GPL-3+).
See the COPYING file for a full copy of the license.
Other licenses apply for some included dependencies. See COPYRIGHT for a full list.
INSTALLING
Simple setup
If you have low technical skills and you're looking to install Dolibarr ERP/CRM in just a few clicks, you can use one of the packaged versions:
- DoliWamp for Windows
- DoliDeb for Debian
- DoliRpm for Redhat, Fedora, OpenSuse, Mandriva or Mageia
Releases can be downloaded from official website.
Advanced setup
You can use a web server and a supported database (MariaDB, MySQL or PostgreSQL) to install the standard version.
On GNU/Linux, first check if your distribution has already packaged Dolibarr.
Generic install steps
- Check that your installed PHP version is supported see PHP support.
-
Uncompress the downloaded .zip archive to copy the "dolibarr/htdocs" directory and all its files inside your web server root or get the files directly from GitHub (recommanded if you know git as it makes it easier if you want to upgrade later):
git clone https://github.com/dolibarr/dolibarr -b x.y (where x.y is main version like 3.6, 9.0, ...)
- Set up your web server to use "dolibarr/htdocs" as root if your web server does not have an already defined directory to point to.
- Create an empty htdocs/conf/conf.php file and set write permissions for your web server user (write permission will be removed once install is finished)
-
Depuis votre navigateur, rendez-vous sur la page "install/" de dolibarr.
L'URL dépendra de la façon dont votre configuration Web a été configurée pour pointer vers votre installation de dolibarr. Cela peut ressembler à :
http://localhost/dolibarr/htdocs/install/
ou
http://localhost/dolibarr/install/
ou
http://yourdolibarrvirtualhost/install/
- Suivez les instructions de l'installateur
Saas/Cloud setup
If you don't have time to install it yourself, you can try some commercial 'ready to use' Cloud offers (See https://saas.dolibarr.org). However, this third solution is not free.
UPGRADING
Dolibarr supports upgrading, usually without the need for any (commercial) support (depending on if you use any commercial extensions). It supports upgrading all the way from any version after 2.8 without breakage. This is unique in the ERP ecosystem and a benefit our users highly appreciate!
- At first make a backup of your Dolibarr files & then see
- Check that your installed PHP version is supported by the new version see PHP support.
- Overwrite all old files from 'dolibarr' directory with files provided into the new version's package.
- At first next access, Dolibarr will redirect you to the "install/" page to follow the upgrade process. If an install.lock file exists to lock any other upgrade process, the application will ask you to remove the file manually (you should find the install.lock file in the directory used to store generated and uploaded documents, in most cases, it is the directory called "documents").
Edited by Aymeric70
Update
What's New in Version 16.0.0
See changelogReleased
16.0.0 - 23 Sep 2022
For users:
NEW: PHP 8.0 and 8.1 compatibility:
Warning!! Application works correctly with PHP 8.0 and 8.1 but you will experience a lot of PHP warnings into the PHP server
log files (depending on your PHP setup). Removal of all PHP warnings on server side is planned for v17.
NEW: Support for recurring purchase invoices.
NEW: #20292 Include German public holidays
NEW: Can show ZATCA QR-Code on PDFs
NEW: Can show Swiss QR-Code on PDFs
NEW: #17123 added ExtraFields for Stock Mouvement
NEW: #20609 new massaction to assign a sale representatives on a selection of thirdparties
NEW: #20653 edit discount pourcentage for all lines in one shot
NEW: Accept 'auto' for ref of object on import of purchase order/proposal
NEW: Accountancy - Add more filters and info on page to bind accounting accounts
NEW: Accountancy - Add subledger account when generate a transaction with a deposit invoice
NEW: Accountancy - Add a massaction to preselect an account (customer and supplier list)
NEW: Accountancy - Add hidden feature for accounting reconciliation
NEW: ACE Editor is restored at same cursor position after a save.
NEW: Add "addMoreActionsButtons" hook to subscription form
NEW: Add an option in GUI to show a Quick add button into top menu bar
NEW: Add a workflow to auto link contract on a ticket
NEW: Add column date of Signature on proposal list
NEW: Add column template invoice in invoice list
NEW: Add column "Total HT" to products array on document creation card
NEW: Add configuration for text color of button action
NEW: Add entity filter in exports
NEW: Show the event block on recurring invoices #20870
NEW: Add firstname, lastname and max number of attendees for module "Event Organization"
NEW: Add margin info in proposal and order list
NEW: Add massaction "Edit Extrafield" for Product
NEW: Add more fields to detect duplicate during import of thirdparties
NEW: Add option to foce delivery on email for purchase order receipt to yes
NEW: Add possibility to create contract from invoice
NEW: Add possibility with constant MAIN_LOGIN_BADCHARUNAUTHORIZED to define bad character unauthorized into login name
NEW: Add private and public notes on tax files.
NEW: Add substitutions "user numbers"
NEW: allow a ticket to be automatically marked as read when created from backend.
NEW: allow cut&paste as real numeric value to excel
NEW: A public form to send a message and create a lead is available
NEW: automatically set totally received status in reception
NEW: Auto set invoice paid when adding credit not and remain to pay is 0
NEW: Can enter price with tax for predefined products on purchase objects
NEW: Can filter on a thirdparty on product statistics
NEW: Can removed doc templates from setup page of thirdparty
NEW: Can use ! to make a search that exclude a string
NEW: clean values and amount in FEC import
NEW: const MAIL_MASS_ACTION_ADD_LAST_IF_MAIN_DOC_NOT_FOUND for mailing mass action
NEW: Contact filter project list
NEW: Create contract from invoice
NEW: Database: Can store the session into database (instead of beeing managed by PHP)
NEW: Database: Some core tables are created only at module activation
NEW: Default value for MAIN_SECURITY_CSRF_WITH_TOKEN is now 2 (GET are also protected agains CSRF attacks)
NEW: deposit payment terms: add field into dictionary admin page to define default percentage of deposit.
NEW: Dictionaries - add possibility to manage countries in EEC
NEW: Dictionaries - Availibility dictionnary has a new column unit and number
NEW: Display errors in a message box after generating documents
NEW: Enhance the import. Can use 'auto' for the ref (import of orders)
NEW: Events on Proposal to Return to Draft
NEW: Page to list expense report payments
NEW: JS inventory autocalc input
NEW: language support for more emailing target selectors
NEW: leave requests: add field into type dictionary to block request if balance is negative
NEW: Mass action "Close shipments"
NEW: Module BOM - add tabs for nets Bom
NEW: Module BOM - add the possibility to add sub-BOMs to BOM
NEW: Module Recruitment - Add a public page with list of all open job positions.
NEW: Module Recruitment - Add a tab with list of application on the jobposition file.
NEW: Add option to move checkbox column as first column on Thirdparty list (only few screens)
NEW: payment conditions enabling semi-automatic deposit creation (Issue #18439)
NEW: possibility to consume multiple batch
NEW: Reverse movement product consumption
NEW: Send email to the supplier order contact
NEW: add permission to report time on timesheet
NEW: Knowledge Management - add status "Obsolete" to KM articles
NEW: MRP - split consumption line on MO
NEW: MRP - display physical and virtual stock of the products when creating OF from a BOM
NEW: MRP - display product ref in "Object link" product tab for BOM
NEW: Projects - add filter "opportunity status" on statistics of projects.
NEW: Proposals - option update prices on proposal cloning
NEW: SEPA XML - option to place payment Type Info at Credit transfer Transaction level
NEW: Stocks - stock filter in reassort lists
NEW: Stocks - stock limit in stock export CSV
NEW: Stocks - Inventory - can change value of AWP during the inventory
NEW: Supplier order - Show ref supplier of reception in linked object block
NEW: support user_modif in order
NEW: Surveys - Show number of votes into the label of tab "Results" of a survey
NEW: TakePOS - barcode rule to insert product in TakePOS
NEW: TakePOS - pagination on search results
NEW: TakePOS - show product reference
NEW: TakePOS - add constant to hide categories
NEW: TakePOS - add constant to show category description
NEW: TakePOS - add constant to show only the products in stock
NEW: Themes - add param color button action
NEW: Themes - Change in theme colors does not need to use the refresh button
NEW: Themes - more mode for THEME_TOPMENU_DISABLE_IMAGE (2, 3, ...)
NEW: Themes - MD - add param border table for md theme
NEW: Third-Parties - Add rules "customer accountancy code" is mandatory to validate invoice
NEW: Third-Parties - Can set the parent company during the creation of thirdparty (action=add of societe/card.php)
NEW: Tickets - create Third-party with contact if not found on public ticket
NEW: Tickets - option to default check "notify tier at creation"
NEW: Tickets - Trigger: allow to automatically send messages on new tickets
NEW: Tickets - optional display warning icons on ticket list
NEW: Websites Module - supports now the multicompany module
NEW: Websites Module - on redirect of page in website module, GET parameters are kept.
NEW: The backup tools has an "lowmemory" option for mysqldump on large database
NEW: The 'reposition' class works on ajax constantonoff that make redirects
NEW: thumbnail field in product list
NEW: total mark rate in list
NEW: uncheck "send message" by default on a ticket when private messages has been checked
NEW: VAT Report by month - Show detail by rate and also by code
NEW: Added MMK currency (Myanmar Kyat)
NEW: On a form to send an email, we show all emails of contacts of object
Modules state:
NEW: Module Partnership Management
NEW: Module Event Organization Management
For developers or integrators:
NEW: dol_uncompress() supports more extensions (.gz, .bz2, .zstd). Only .zip was supported before.
NEW: Implement a generic method for Kaban views
NEW: Upgrade chartjs library to 3.7.1
NEW: stripe element with more gateways
NEW: solde() function evolution to be able to get solde until a chosen date
NEW: Suggest a way to run upgrade per entities.
NEW: Support html content for multiselect component.
NEW: ModuleBuilder - Add tabs view in module builder
NEW: ModuleBuilder - More feature that can be modifed after module generation
NEW: Identification of tr is possible with by attribute data-id on some pages
NEW: Import with select boxes V2
NEW: Can use current entity filter on 'chkbxlst'
NEW: Creation of the function select_bom() used to display bom select list
NEW: Add trigger and event on completely received status change
NEW: Add utility function send backup by mail
NEW: add WordPress OAuth to save a token (not SSO)
NEW: A module can embed a SQL script run at each Dolibarr upgrade
NEW: Add param to keep the robot=index meta tag on public pages
NEW: Add method hintindex() in database handlers.
NEW: add modifications for new function "$db->prefix()"
NEW: addMoreActionsButtonsList hook for button in list
NEW: Standardize a lot of code.
NEW: Add a protection into PHPunit to avoid to forget a var_dump
API:
NEW: API Proposals - Add POST lines
NEW: API REST filter states by country
NEW: Add API to get a template invoice
NEW: Add datem and type parameters to API to create movements
NEW: #19294 implement detailed timespent in task of project API
NEW: #20736 Allow extrafields SQL filters on REST API product lookup
NEW: Can update rank of invoice, proposal and order lines with API update
NEW: update rank line is possible on API for customer invoices, sales orders and supplier invoice
NEW: Add option MAIN_API_DEBUG to save API logs into a file
Hooks:
NEW: Hook getNomUrl available everywhere in tooltip of ref links
NEW: Add hooks: selectContactListWhere hook, selectThirdpartyListWhere hook
NEW: Add hook before the public ticket list
NEW: Add hook for Notif
NEW: Add hook for more buttons
NEW: add hook printFieldListWhere in product ressort card
NEW: Add hook printFieldListWhere in "show_contacts" function
NEW: Add hook printFieldWhere in load_state_board function
NEW: Add hooks contact tab badge and hooks parameter for avoid conflicts
NEW: Add hook selectProductsListWhere in select_produits_list function
NEW: Add hooks in commercial index
NEW: Add hooks in customers and products boxes
NEW: Add hooks in thirdparty index page
NEW: Add hooks on project task time page
NEW: Add hooks on salaries and sociales card
NEW: Add hooks select product list and select thirdparty list function
NEW: Add hook to getSellPrice function
NEW: TakePos - add hooks complete product display
NEW: TakePos - add hooks for cart display
NEW: TakePos - add hooks to complete ajax return array
NEW: TakePOS - add hook doaction in TakePOS invoice
Config Options:
NEW: Add hidden option on contract PDF line to hide qty and price
NEW: Option MAIL_MASS_ACTION_ADD_LAST_IF_MAIN_DOC_NOT_FOUND to send last document in mass mailing action
NEW: Option MAIN_API_DEBUG to save API logs into a file
NEW: Option MAIN_MAIL_AUTOCOPY_TO can accept several email and special keys
NEW: Option MAIN_SEARCH_CAT_OR_BY_DEFAULT const for search by category
NEW: Option INVOICEREC_SET_AUTOFILL_DATE_START/END
WARNING:
Following changes may create regressions for some external modules, but were necessary to make Dolibarr better:
There is a new specific permission to be allowed to enter timesheets. If you use timesheet, don't forget to give the new permission (disable and
enable the module project if it is not visible).
The default value for MAIN_SECURITY_CSRF_WITH_TOKEN has been set to 2. It means any POST and any GET request that contains the "action" or "massaction"
with a value of a sensitive action must also a valid token parameter (With previous value 1, only POST was concerned). Note: With value 3, any URL
with parameter "action" or "massaction" need the token, whatever is the value of the action.
verifCond('stringtoevaluate') now return false when string contains a bad syntax content instead of true.
The deprecated method thirdparty_doc_create() has been removed. You can use the generateDocument() instead.
All triggers with a name XXX_UPDATE have been renamed with name XXX_MODIFY for code consistency purpose.
Rename build_path_from_id_categ() into buildPathFromId() and set method to private.
Move massaction 'confirm_createbills' from actions_massactions.inc.php to commande/list.php
Method fetch_all_resources(), fetch_all_used(), fetch_all_available() of DolResource has been removed (they were not used by core code).
Method fetch_all of DolResource has been renamed into fetchAll() to match naming conventions.
The hook 'upgrade' and 'doUpgrade2" has been renamed 'doUpgradeBefore' and 'doUpgradeAfterDB'. A new trigger 'doUpgradeAfterFiles' has been introduced.
The context hook 'suppliercard' when on the supplier tab of a thirdparty has been renamed into 'thirdpartysupplier'
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