Dolibarr CRM/ERP module configuration set-up:

Dolibarr CRM ERP

THIRD PARTIES
Companies and contacts management (customers, prospects...)
Customer code model: {dd}C{y}{0000} = 23C00001
Vendor code model: {dd}V{y}{0000} = 23V00001

PROPOSALS
Commercial proposal management
Mask: QUN{DD}{y}{0000} = QUN2300001

SALES ORDERS
Sales order management
Mask: SLO{DD}{y}{0000} = SLO2300001

SHIPMENTS
Shipments and delivery note management
Mask: {DD}{y}{00000} = 23000001
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Delivery Receipts
Mask: BL{DD}{y}{00000} = BL23000001

CONTRACTS/SUBSCRIPTIONS
Management of contracts (services or recurring subscriptions)
Mask: {DD}{yy}{0000} = 23200001

VENDORS
Vendors and purchase management (purchase orders and billing of supplier
PO : PO {DD}84{0000+988} = PO 23840989
Mask (Standard invoice): {DD}11{0000+988} = 23110989
Mask (Credit note): {DD}22{0000+988} = 23110989
Vendor payment: SPAY{DD}33{0000+988} = SPAY23330989


VENDOR COMMERCIAL PROPOSALS
Request vendor commercial proposal and prices
Mask: RFQ-7{0000000+00988} = RFQ-70000989



Mask (Standard invoice):   
S1{0000000+66988}
     
Mask (Replacement invoice):   
R2{0000000+77988}

Mask (Credit note):   
C2{0000000+88988}

Mask (Down payment invoice):   
D3{0000000+99988}

Creditor identifier (CI) AT73ZZZZ00000001047

Accounting module setup
Accounting account by default for the bought products (used if not defined in the product sheet)   
110
Accounting account by default for the sold products (used if not defined in the product sheet)   
120
Accounting account by default for the bought services (used if not defined in the service sheet)   
140
Accounting account by default for the sold services (used if not defined in the service sheet)   
150
Accounting account by default for VAT on sales (used if not defined on VAT dictionary setup)   
160
Accounting account by default for VAT on purchases (used if not defined on VAT dictionary setup)   
170
Accounting account used for customer third parties   
180
Accounting account used for vendor third parties   
190
Include various payments in reports   
Yes
Include loans in reports   
Yes

Products module setup

Mask (Product ref template):   
2{0000000+99988}     
Mask (Service ref template):   
6{0000000+99999}
Setup of module BOM:
B21{000000+99988}

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