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    Workshop

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    nguyenhoangbaongoc1809
    This document provides step-by-step instructions for using the Dolibarr ERP/CRM software to manage an order to cash process for a teddy bear distribution business. It outlines 10 steps including turning on modules, creating vendors and customers, generating purchase orders, sales orders and invoices, and recording shipments and bills.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Workshop

    Uploaded by

    nguyenhoangbaongoc1809
    7 views10 pages
    This document provides step-by-step instructions for using the Dolibarr ERP/CRM software to manage an order to cash process for a teddy bear distribution business. It outlines 10 steps including turning on modules, creating vendors and customers, generating purchase orders, sales orders and invoices, and recording shipments and bills.

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    © © All Rights Reserved

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    This document provides step-by-step instructions for using the Dolibarr ERP/CRM software to manage an order to cash process for a teddy bear distribution business. It outlines 10 steps including turning on modules, creating vendors and customers, generating purchase orders, sales orders and invoices, and recording shipments and bills.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    7 views10 pages

    Workshop

    Uploaded by

    nguyenhoangbaongoc1809
    This document provides step-by-step instructions for using the Dolibarr ERP/CRM software to manage an order to cash process for a teddy bear distribution business. It outlines 10 steps including turning on modules, creating vendors and customers, generating purchase orders, sales orders and invoices, and recording shipments and bills.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 10

    DOLIBARR WORKSHOP

    Fullname: Nguyễn Hoàng Bảo Ngọc

    ID number: 2052614

    First, I use the order to cash process to guide user how I use Dolibarr to manage my business. My
    business is to distribute teddy bears. This is a process that I created based on the source on the Internet.

    Thanh Dat Company – Supplier

    800 plain teddy bears

    1000 colorful teddy bears

    1500 brown and white teddy bears

    Teddy Shop – Customer

    100 brown and white teddy bears

    500 plain teddy bears

    Mom & Kid Shop – Customer

    80 colorful teddy bears

    Selling price 60,000VND


    Buying price 40,000VND
    Now I provide detailed guidelines.

    Step 1. Turn on Modules

    From Home, you click on

    Select Setup – Modules/Applications.

    Turn on Modules that you are going to use. In this workshop, I use three modules: CRM, VRM and
    Financial Modules.

    Step 2. Fill company’s information

    From Home, click on

    Select this:

    Then, you fill your company information including Name, Address, Zip, Town, Country, Main currency,
    Phone, Fax, Email…
    You click to save your company data.

    Step 3. Create vendors

    Select Third-party →

    Click New Third Party →

    Fill information of customers. In Prospect/Customers, select Not prospect, nor customer. In Vendor,
    select Yes.
    You click to save.

    Step 4. Create purchase orders

    From Home, select Commerce → Purchase orders → New order

    Fill in order data. After that, you click to save.

    Fill in Description. Then click


    Then, you link this order to vendor invoice SI2212-0001 like picture above.

    Then you select MAKE ORDER

    After that, you choose

    Step 5. Create new customers

    Select Third-party →

    Click New Third Party →

    Fill information of customers. In Prospect/Customers, select Customer. In Vendor, select No.

    The first customer is Teddy Shop.


    The second customer is Mom & Kid Shop.

    You click to save your new customers data.

    Step 6. Create contact person for customers

    Next, select New Contact/Address →

    Fill in person data. In Third-party, choose Customer that you already created in the previous step.
    You click to save person data.

    Step 7. Create sales orders

    You click on Commerce →

    Then, select New Order →

    Fill in order data. After that, you click to save.


    You also add product lines in Description. You describe product lines in the box then Add. The results:
    You must validate the orders after creating. You click on List →

    Then, select orders needed to be validated. Choose action Validate.

    Click on to save.

    You will see confirmation. Choose Yes and click on VALIDATE.

    Step 8. Create invoice

    You select order CO2212-0002. Then, click on


    After that, you fill in data. You click on to save.

    Then, you scroll down and click on

    You have linked order CO2212-0002 with invoice FA2212-0002

    You must validate the invoice. You select VALIDATE on this window.

    Step 9. Record shipment

    From Home, you click Commerce → Sales orders → List → Classify delivered

    Step 10: Record bill

    From Home, select Billing/Payment → Billable orders

    You click on to save.

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