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.