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KSIDol • Dolibarr • business workflowsThis documentation presents KSIDol modules in a clear way for teams, decision-makers and integrators evaluating a Dolibarr environment ready for real operations.
Nonprofit
2 pagesCRM and customer relationship
5 pagesAgenda
Menu : Agenda
Manage the main operations of the Agenda module within KSIDol and the CRM and customer relationship workflow.
CRM and customer relationshipContracts
Menu : Sales > Contracts
Manage the main operations of the Contracts module within KSIDol and the CRM and customer relationship workflow.
CRM and customer relationshipField Interventions
Menu : Sales > Field Interventions
Manage the main operations of the Field Interventions module within KSIDol and the CRM and customer relationship workflow.
CRM and customer relationshipMailing
Menu : Tools > Mailing
Manage the main operations of the Mailing module within KSIDol and the CRM and customer relationship workflow.
CRM and customer relationshipThird Parties
Menu : Third Parties
Manage the main operations of the Third Parties module within KSIDol and the CRM and customer relationship workflow.
Finance and accounting
7 pagesBanks and Cash
Menu : Accounting/Treasury > Banks/Cash
Manage the main operations of the Banks and Cash module within KSIDol and the Finance and accounting workflow.
Finance and accountingSimplified Accounting
Menu : Accounting/Treasury > Simplified Accounting
Manage the main operations of the Simplified Accounting module within KSIDol and the Finance and accounting workflow.
Finance and accountingDouble-entry Accounting
Menu : Accounting/Treasury > Accounting
Manage the main operations of the Double-entry Accounting module within KSIDol and the Finance and accounting workflow.
Finance and accountingMargins
Menu : Accounting/Treasury > Margins
Manage the main operations of the Margins module within KSIDol and the Finance and accounting workflow.
Finance and accountingMulti-currency
Menu : Accounting/Treasury > Settings
Manage the main operations of the Multi-currency module within KSIDol and the Finance and accounting workflow.
Finance and accountingBank Direct Debits
Menu : Accounting/Treasury > Direct Debits
Manage the main operations of the Bank Direct Debits module within KSIDol and the Finance and accounting workflow.
Finance and accountingTaxes and Special Charges
Menu : Accounting/Treasury > Taxes
Manage the main operations of the Taxes and Special Charges module within KSIDol and the Finance and accounting workflow.
Production
2 pagesBOM / Bills of Materials
Menu : Production > BOM
Manage the main operations of the BOM / Bills of Materials module within KSIDol and the Production workflow.
ProductionManufacturing Orders
Menu : Production > Manufacturing Orders
Manage the main operations of the Manufacturing Orders module within KSIDol and the Production workflow.
Tools and integrations
9 pagesCategories
Menu : Tools > Categories
Manage the main operations of the Categories module within KSIDol and the Tools and integrations workflow.
Tools and integrationsExports
Menu : Tools > Exports
Manage the main operations of the Exports module within KSIDol and the Tools and integrations workflow.
Tools and integrationsImports
Menu : Tools > Imports
Manage the main operations of the Imports module within KSIDol and the Tools and integrations workflow.
Tools and integrationsLDAP
Menu : Setup > LDAP
Manage the main operations of the LDAP module within KSIDol and the Tools and integrations workflow.
Tools and integrationsNotifications
Menu : Tools > Notifications
Manage the main operations of the Notifications module within KSIDol and the Tools and integrations workflow.
Tools and integrationsOAuth
Menu : Setup > OAuth
Manage the main operations of the OAuth module within KSIDol and the Tools and integrations workflow.
Tools and integrationsGDPR / Data Policy
Menu : Tools > GDPR
Manage the main operations of the GDPR / Data Policy module within KSIDol and the Tools and integrations workflow.
Tools and integrationsWebhooks
Menu : Setup > Webhooks
Manage the main operations of the Webhooks module within KSIDol and the Tools and integrations workflow.
Tools and integrationsWorkflow
Menu : Tools > Workflow
Manage the main operations of the Workflow module within KSIDol and the Tools and integrations workflow.
Catalog and inventory
5 pagesBarcodes
Menu : Products/Services > Tools
Manage the main operations of the Barcodes module within KSIDol and the Catalog and inventory workflow.
Catalog and inventoryLots / Serials
Menu : Products/Services > Inventory > Lots / Serials
Manage the main operations of the Lots / Serials module within KSIDol and the Catalog and inventory workflow.
Catalog and inventoryProducts
Menu : Products/Services > Products
Manage the main operations of the Products module within KSIDol and the Catalog and inventory workflow.
Catalog and inventoryServices
Menu : Products/Services > Services
Manage the main operations of the Services module within KSIDol and the Catalog and inventory workflow.
Catalog and inventoryInventory
Menu : Products/Services > Inventory
Manage the main operations of the Inventory module within KSIDol and the Catalog and inventory workflow.
Sales and invoicing
4 pagesCustomer Orders
Menu : Sales > Customer Orders
Manage the main operations of the Customer Orders module within KSIDol and the Sales and invoicing workflow.
Sales and invoicingCommercial Proposals / Quotations
Menu : Sales > Commercial Proposals
Manage the main operations of the Commercial Proposals / Quotations module within KSIDol and the Sales and invoicing workflow.
Sales and invoicingShipments
Menu : Sales > Shipments
Manage the main operations of the Shipments module within KSIDol and the Sales and invoicing workflow.
Sales and invoicingCustomer Invoices
Menu : Sales > Customer Invoices / Accounting-Treasury > Customer Invoices
Manage the main operations of the Customer Invoices module within KSIDol and the Sales and invoicing workflow.
Purchasing and suppliers
2 pagesSupplier Orders
Menu : Purchasing > Supplier Orders
Manage the main operations of the Supplier Orders module within KSIDol and the Purchasing and suppliers workflow.
Purchasing and suppliersSupplier Invoices
Menu : Purchasing > Supplier Invoices
Manage the main operations of the Supplier Invoices module within KSIDol and the Purchasing and suppliers workflow.
HR
3 pagesLeave
Menu : HR > Leave
Manage the main operations of the Leave module within KSIDol and the HR workflow.
HRExpense Reports
Menu : HR > Expense Reports
Manage the main operations of the Expense Reports module within KSIDol and the HR workflow.
HRSalaries
Menu : HR > Salaries
Manage the main operations of the Salaries module within KSIDol and the HR workflow.
Online payment
2 pagesProjects and organization
1 pagesPoint of sale and payments
2 pagesSimplePOS
Menu : Sales > Cash desk
Manage the main operations of the SimplePOS module within KSIDol and the Point of sale and payments workflow.
Point of sale and paymentsTakePOS
Menu : Sales > Point of Sale
Manage the main operations of the TakePOS module within KSIDol and the Point of sale and payments workflow.
