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Step-by-step guide in English to run a service company with Dolibarr™ 24: quotes and online signature, contracts, interventions, tickets, projects, time entry and time-based invoicing, WebPortal customer portal, resources, BookCal appointments, e-invoicing and accounting. Illustrated with screenshots, A4 PDF format.
Decide from a single place what each user can see and do in Dolibarr: close off entire areas or specific pages, forbid creating, editing, deleting or validating, limit which records are accessible by condition, hide or lock fields, hide tabs, columns and buttons, switch an account to read-only or suspend a login. Every refusal is decided on the server, before the page runs.
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The purpose of this module is to prevent the creation of duplicate entries.
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Users can often create similar current records due to small entries such as ".,-". This module lists similar records while creating a record and helps prevent duplicate records. It also shows the Supplier and Customer codes, thus allowing tracking when opening sub-current records with the same title.
