Dolibarr Onboarding Overview

Getting Started with Cirrofy’s Dolibarr SaaS: Essential Onboarding Guide

Welcome to Dolibarr on Cirrofy, your dedicated SaaS solution for streamlined business management. This initial setup guide is designed to help you quickly configure the key elements of Dolibarr, such as accounting, banking, and user roles, so you can get started with confidence. Rest assured, regular updates, security enhancements, and server maintenance are fully managed by our team, allowing you to focus on what matters most—growing your business. Let’s dive into the essentials!

Step-by-Step Dolibarr Setup Guide

1. Log in as Admin
   • Begin by logging in with your administrator credentials, which provide access to all essential setup features for configuring your Dolibarr account.
2. Set Up Company/Organization Information
   • Go to Setup > Company/Organization to enter your company’s details, such as legal name, address, and contact information. This information will populate on invoices, quotes, and other documents.
   • In the same section, configure your Fiscal Year by entering start and end dates, ensuring financial reports are generated accurately according to your preferred accounting period.
3. Enable the Accounting Module
   • Navigate to Home > Setup > Modules/Applications to activate either Double Entry or Simple Accounting, depending on your business’s accounting preferences.
4. Configure the Chart of Accounts (COA)
   • Under Accounting > Chart of Accounts (COA), review the preloaded COA provided by Cirrofy. Modify or expand the accounts to fit your existing structure and ensure it aligns with your business’s reporting needs.
5. Add Bank Accounts
   • Head to Financial > Banks & Cash to add bank accounts. Link each to the appropriate “Cash in Bank” account in the COA and enter the current balance for accurate starting points.
6. Define VAT/Tax Rates
   • Set up or adjust VAT/tax rates by going to Setup > Dictionaries > Taxes. This step is essential for accurate invoicing and financial reporting based on local regulations.
7. Create Users and Assign Roles
   • To add team members, navigate to Users & Groups > New User. Assign specific roles (e.g., Accountant, Sales Manager) to manage permissions according to each user’s responsibilities.
8. Add Customers and Suppliers
   • Go to Third Parties > New Customer/Supplier to enter client and vendor information, making it easy to manage contacts, transactions, and invoicing.
9. Set Up Products and Services
   • Under Products & Services > New Product/Service, add items to your catalog. Include descriptions, prices, and applicable tax rates to streamline invoicing and sales tracking.
10. Customize Invoice and Quote Templates
    • Configure document templates under Setup > Modules > Invoice > Setup to include branding, company logo, and specific terms. This customization helps maintain a consistent, professional appearance for all client-facing documents.
11. Set Payment Terms
    • Establish standard payment terms (e.g., Net 30, Net 60) in Setup > Dictionaries > Payment Terms to be automatically applied on invoices and quotes.
12. Enable Bank Reconciliation
    • Activate bank reconciliation by going to Financial > Banks & Cash > Reconciliation. This feature allows you to match bank transactions with Dolibarr records to keep your accounts precise.
13. Set Up Notifications and Alerts
    • Go to Setup > Notifications to enable alerts for important tasks, such as overdue invoices, low stock, or upcoming deadlines, ensuring you stay on top of critical activities.
14. Explore Additional Modules as Needed
    • Enable additional modules like Projects for project tracking or Stock for inventory management under Modules/Applications as needed for your business’s specific workflows.

Congratulations! You’ve completed the initial setup for Dolibarr on Cirrofy’s SaaS platform. With accounting, banking, and user roles configured, you’re now ready to manage daily operations efficiently. Remember, our team will handle updates and server maintenance, allowing you to focus fully on your business. For more in-depth tutorials on specific modules and features, stay tuned for our upcoming guides. Welcome to a streamlined way of managing your business with Cirrofy and Dolibarr!