-a perfect ERP&CRM

An Introduction

for Small and Medium Size Organizations/ Foundations/ Individuals

An Introduction

Ashwani ChandraBusiness Analytics Consultant

Contents

• About

• Installation and Setup

• Features

• Screens• Screens

• Applications

• Get Started

AboutAbout

• Open Source blend of ERP and CRM

application.

• Works offline and online mode on an Apache,

MySql, PHP servers.

• Very Useful for small to medium size

organizations, freelancers and foundations.

• Simple to develop and use.• Simple to develop and use.

• Did not require a great technical skill to

implement just require basic knowledge.

• A great lots of features for daily business use

and processes related to sales, marketing,

finance, human resource and operations.

• Built with ready-to-use cloud platform.

Installation & Setup

• Prerequisite- All OS and Platforms are

supported that exist on planet.

• Database: Mysql 4.1+, PostgresSql 8.1.4+

• Database size need is lower than 1Mb per

100 customers/suppliers.

• PHP: 5.2.1+, configuration must allow use of a

max of 64Mb of memory.max of 64Mb of memory.

• Works magick_quotes, register_globals and

safe_mode parameter is set.

• Utilizes less than 80MB of disk or server space.

• Any Intel hardware is supported.

• On computer/ dedicated server- through doliwamp

executable package.

• On Linux Debian,Ubuntu, Fedora, Redhat,

Mandriva, Mageia or OpenSuse- through deb and

rpm or tar.gz package.

• Web Hosting Provider- through MySql and PHP.

• Cloud or SaaS –through hosting provider as it is

ready to use on cloud.

• Data can be imported through mass importing

options.

• Setup includes Organization/ Company foundation

name, logo, Pays and VAT.

• Modules include Alerts, Financials, Security, SMS,

PDF, Emails, Customers, Invoices, Human

Resource etc.

FeaturesFeatures

� Customers, Prospects or Suppliers

directory

� Products and services catalog

� Stock management

� Bank accounts management

� Commercial actions management

� Orders management

� Commercial proposals management

� EDM (Electronic Document

Management)

� Foundations members

management

� Leave requests for employees

� Mass emailing

� Realize surveys

� Point of Sale� Commercial proposals management

� Contracts management

� Invoices management

� Payments management

� Standing orders management

� Shipping management

� Agenda with ical,vcal export for third

tools integration

� Donations management

� Reporting

� PDF Generation of all elements

(invoices, proposals, orders, ...)

� Import and export tools (CSV or

Excel)

� Bookmarks management

� LDAP connectivity

Limitation

• It only manages Bank not accountancy.

• Single mono currency handled.

• Single organization on single installation.

• No Payroll Module.• No Payroll Module.

• VAT not for every country available.

• Task not independent of each other in modules.

• No Webmail.

* Being the fact; with few limitations it’s an excellent application for small,

medium size organizations and individuals.

ScreensScreens

Admin Screen

Finance Module Screen

Invoice Module Screen

Banking Management Module Screen

Product Catalogue Module Screen

Marketing emails Module Screen

ApplicationsApplications

Applications and Uses

• Integrate Customer management and

Marketing activities.

• Point of Sales module expedites the sales

process.

• Integrated Banking functions helps in • Integrated Banking functions helps in

extracting liquidity position.

• Create and share invoices instantly.

• Manage Products and their categories

efficiently.

• Manages Projects and Human Resources

with greater efficiency at one place.

Get Started

Ashwani Chandra

�+91-800-532-0231

�me@ashwanichandra.com�me@ashwanichandra.com

References

� http://www.dolibarr.org/