ERP & document automation

Business documents & imports in Dolibarr

Pass data from suppliers and parts received into understandable and verifiable management documents.

ContextPurchases, invoices and sales documents

InterventionDevelopment, adaptation & integration

Over timeDevelopments and adaptations in operation

Expertise on screen

See the tools
and their functions.

Screens of the application environment to understand the functions and exchanges presented in this case. Real interfaces, with demo data.

Dolibarr · import supplier: Prepare a catalog entry — Dolibarr · import supplier
Preparing the entry of a catalogue
The GPdis interface presents the statistics, the target category and the choice of the selling price before import.
Real interface · test environment · demo data.

Dolibarr · controls: Identify discrepancies before transfer — Dolibarr · controls
Identify variances before transfer
A checklist brings together invoices, breakdown, VAT and accounting, with the number of cases and their explanation.
Real interface · test environment · demo data.

At entry: heterogeneous documents and data

Supplier file, PDF invoice, photograph of a part: each source presents its structure and limitations. A reference may require reconciliation; an amount or rate may require verification before entry.

Preparing for entry with the document in front of the eyes

The document import tools followed integrate line preparation and consistency checks into Dolibarr. The user must be able to consult the document and correct the proposal before validation. Anomalies and documents already processed are part of the journey.

On exit: documents adapted to the activity

Quotes, orders, invoices and vouchers require models consistent with the business information. Adaptations include titles, descriptions, references and presentations specific to certain uses, including rental.

The work is not limited to drawing the PDF: you must maintain the link with the lines and rules of the Dolibarr document.

Maintenance is part of integration

Specific developments sit alongside standard modules and third-party extensions. Updates require verification of their interactions, rights and documents generated within the scope concerned.

Captures show interfaces with demo data or removed private areas. The import and validation rules are adapted to each environment.

Dolibarr · complete courses

Plan. To intervene.
Find the rooms.

Developments that connect the organization of teams, the field and documents. The screens below are from the test environment; the presentation data is fictitious.