Usage & Enterprise Capabilities

Best for:Small & Medium Enterprises (SMEs)Retail & Wholesale DistributionManufacturing & ProductionFreelancers & ConsultantsNon-Profits & Associations

Dolibarr ERP CRM is a robust, open-source software suite designed to manage the entire operational lifecycle of small to mid-sized businesses, foundations, and freelance operations. Unlike monolithic ERP systems (like SAP or Oracle) which require massive implementation budgets and dedicated consultancy teams, Dolibarr focuses on simplicity and extreme modularity.

The core philosophy of Dolibarr is that you should not be overwhelmed by features you don't use. Upon fresh installation, the interface is almost entirely blank. The administrator then activates specific modules (e.g., "Invoices", "Products", "Leave Requests") one by one. Consequently, Dolibarr can act as a simple invoicing tool for a solo freelancer, or a sprawling multi-warehouse inventory and manufacturing MRP system for a distribution company.

For production use, Dolibarr offers a stable, standard LAMP-stack architecture that is trivially easy to host, backup, and upgrade, making it a favorite for organizations prioritizing data sovereignty and low total cost of ownership (TCO).

Key Benefits

  • Extreme Modularity: The UI remains clean and fast because you only activate the specific business units you actually use.

  • Unified Data Model: Quoting a prospect inherently links to inventory stock levels, which inherently generates accounting ledger entries, eliminating data silos.

  • Low-Code Customization: The "Module Builder" allows non-developers to click together custom database tables, API endpoints, and UI screens for unique business requirements.

  • Easy Upgrades: Dolibarr is famous for its painless upgrade paths. Migrating from version N to N+1 rarely breaks the system, a common pain point in open-source ERPs.

Production Architecture Overview

Dolibarr relies on a highly traditional web-server stack:

  • Web Server: Apache or Nginx.

  • Language Environment: PHP. The codebase is heavily optimized for compatibility, running smoothly on older PHP versions but supporting the latest PHP 8.x releases for maximum execution speed.

  • Relational Database: MySQL, MariaDB, or PostgreSQL. This database is the absolute heart of the company; it requires rigorous backup strategies.

  • Storage: Local or external storage mounts for housing generated PDF documents (Invoices, Quotes) and uploaded attachments.

Implementation Blueprint

Implementation Blueprint

Prerequisites

Assume a standard Ubuntu 22.04 LTS installation.

sudo apt update && sudo apt upgrade -y

# Install Apache, MariaDB, and PHP
sudo apt install apache2 mariadb-server php libapache2-mod-php php-mysql php-curl php-gd php-intl php-mbstring php-xml php-zip unzip -y
shell

Database Provisioning

Create a strictly permissioned database for the ERP.

sudo mysql -u root

CREATE DATABASE dolibarrdb CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
CREATE USER 'dolibarruser'@'localhost' IDENTIFIED BY 'highly_secure_erp_password';
GRANT ALL PRIVILEGES ON dolibarrdb.* TO 'dolibarruser'@'localhost';
FLUSH PRIVILEGES;
EXIT;
sql

Application Installation

Download the latest stable release from the Dolibarr Github.

cd /tmp
wget https://github.com/Dolibarr/dolibarr/archive/refs/tags/20.0.0.zip -O dolibarr.zip
unzip dolibarr.zip

# The actual web application is inside the htdocs/ folder
sudo mv dolibarr-20.0.0/htdocs /var/www/html/dolibarr

# Dolibarr securely stores generated PDFs in a separate, non-web-accessible folder
sudo mkdir /var/www/dolibarr_documents

# Set permissions
sudo chown -R www-data:www-data /var/www/html/dolibarr
sudo chown -R www-data:www-data /var/www/dolibarr_documents
sudo chmod -R 755 /var/www/html/dolibarr
shell

Configuring the Web Server (Apache)

Create an Apache Virtual Host configuration: /etc/apache2/sites-available/dolibarr.conf

<VirtualHost *:80>
    ServerName erp.mycompany.com
    DocumentRoot /var/www/html/dolibarr

    <Directory /var/www/html/dolibarr>
        Options FollowSymLinks
        AllowOverride All
        Require all granted
    </Directory>

    ErrorLog ${APACHE_LOG_DIR}/dolibarr_error.log
    CustomLog ${APACHE_LOG_DIR}/dolibarr_access.log combined
</VirtualHost>

Enable the site and the rewrite module:

sudo a2ensite dolibarr.conf
sudo a2enmod rewrite
sudo systemctl restart apache2
shell

The Web Installation Process

  1. Navigate to http://erp.mycompany.com in a browser.

  2. The installation wizard will check PHP prerequisites.

  3. Configure the directory paths:

    • Web directory: /var/www/html/dolibarr

    • Document directory: /var/www/dolibarr_documents (crucial for security)

  4. Enter the database credentials (dolibarrdb, dolibarruser).

  5. Set up the SuperAdmin username and password.

Security Locking

Once installation is complete, you must secure the configuration file so malicious actors cannot overwrite it.

sudo chmod 400 /var/www/html/dolibarr/conf/conf.php
shell

Furthermore, create an empty install.lock file in the document root to completely disable the web installer route.

sudo touch /var/www/dolibarr_documents/install.lock
shell

Module Deployment Strategy

In production, avoid turning everything on at once to prevent user confusion. A standard rollout phased approach:

Phase 1: Core CRM Enable: Third Parties (Customers/Vendors), Contacts, Users & Groups.

Phase 2: Sales & Invoicing Enable: Proposals (Quotes), Customer Orders, Invoices, Products/Services.

Phase 3: Operations (Optional) Enable: Stocks (Inventory), Shipments, Manufacturing.

Scheduled Tasks (Cron)

Dolibarr requires a crontab to execute recurring invoices, check external email IMAP boxes for ticket creation, and run automated database backups.

sudo crontab -e -u www-data
shell

Add the master cron script (runs every 5 minutes):

*/5 * * * * /usr/bin/php /var/www/html/dolibarr/scripts/cron/cron_run_jobs.php securekey=YOUR_CRON_SECURITY_KEY_FROM_UI_HERE admin > /dev/null 2>&1

(You generate the required security key inside the Dolibarr "Scheduled Jobs" settings panel).

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