Documentation on how to use SolutionsInc is provided in the subsequent chapters.
Administration
This chapter describes the features related to the system administration of the application. Many of these features are accessible under the Home – Administration menu. All of them are available exclusively to administrator users.
The dashboard is, by default, the first page you encounter after logging in. You can use it to display the key information you need to manage your business.
Usage (by modules / applications)
To effectively utilise SolutionsInc, it is important to understand its modules, menus, and features. Let us familiarise ourselves with the general information regarding the use of the application:
Once general usage is understood, you can take a look at the documentation for all standard business modules. Select the module you are interested in to view its documentation. Standard modules are those available by default in all common installations. Here is a list of the main modules: (also available on page List of Modules) :
Human Resource Management (HR)
Users & Groups : Users / Employees and Groups management
Accounting (simplified) : Simple accounting reports (journals, turnover) based on database content. Does not use any ledger table.
Accounting (double entry) : Accounting management (double entries, support General and Subsidiary Ledgers). Export the ledger in several other accounting software formats.
Intracomm report : Intracomm report management (Support for French DEB/DES format) (Experimental)
Product Lots : Lots, serial numbers, eat-by/sell-by date management for products
Product Variants : Creation of product variants (color, size etc.)
Bills of Material : Module to define your Bills Of Materials (BOM). Can be used for Manufacturing Resource Planning by the module Manufacturing Orders (MO)
Advanced Stock Transfer : Advanced management of Stock Transfer, with generation of transfer sheet (In Development)
Projects/Collaborative work
Projects or Leads : Management of projects, leads/opportunities and/or tasks. You can also assign any element (invoice, order, proposal, intervention, …) to a project and get a transversal view from the project view.
Events/Agenda : Track events. Log automatic events for tracking purposes or record manual events or meetings. This is the principal module for good Customer or Vendor Relationship Management.
Resources : Manage resources (printers, cars, rooms, …) for allocating to events
DMS / ECM : Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents. Share them online when you need.
Inter-modules Workflow : Workflow management between different modules (automatic creation of object and/or automatic status change)
Data imports : Tool to import data into SolutionsInc (with assistance)
Data exports : Tool to export SolutionsInc data (with assistance)
Stickers : Management of stickers (In Development)
Data Privacy Policy : Module to manage Data Privacy (Conformity with the GDPR) (Experimental)
Module and Application Builder : A RAD (Rapid Application Development) tool to help developers to build their own module.
Module AI Functionalities : Tool to generate email template,audio, images… by choosing service AI (Chatgpt,Grok..)(Experimental)
Websites and other frontal application
Poll, Survey or Vote : Create online polls, surveys or votes (like Doodle, Studs, RDVz etc…)
Websites : Create websites (public) with a WYSIWYG editor. This is a webmaster or developer oriented CMS (it is better to know HTML and CSS language). Just setup your web server (Apache, Nginx, …) to point to the dedicated SolutionsInc directory to have it online on the internet with your own domain name.
Collab : Enable the public collaboration features, like shared pad, shared online sheets, etc… (In Development)
POS TakePOS : Point of Sale module TakePOS (touchscreen POS, for shops, bars or restaurants).
Interfaces with external systems
Social Networks : Enable Social Networks fields into third parties and addresses (skype, twitter, facebook, …).
Notifications on business event : Send email notifications triggered by a business event: per user (setup defined on each user), per third-party contacts (setup defined on each third party) or by specific emails
Email collector : Add a scheduled job and a setup page to scan regularly email boxes (using IMAP protocol) and record emails received into your application, at the right place and/or create some records automatically (like leads).
PayBox : Offer customers a PayBox online payment page (credit/debit cards). This can be used to allow your customers to make ad-hoc payments or payments related to a specific SolutionsInc object (invoice, order etc…)
Paypal : Offer customers a PayPal online payment page (PayPal account or credit/debit cards). This can be used to allow your customers to make ad-hoc payments or payments related to a specific SolutionsInc object (invoice, order etc…)
Stripe : Offer customers a Stripe online payment page (credit/debit cards). This can be used to allow your customers to make ad-hoc payments or payments related to a specific SolutionsInc object (invoice, order etc…)
ClickToDial : Integration of a ClickToDial system (Asterisk, …)
One click Printing : Enable One click Printing System
Receipt printers : Setup of receipt printers
Mailman and SPIP : Mailman or SPIP interface for member module
Gravatar : Use online Gravatar service (www.gravatar.com) to show photo of users/members (found with their emails). Needs Internet access
Webhook : Interface to catch dolibarr triggers and send it to an URL
System
Scheduled jobs : Scheduled jobs management (alias cron or chrono table)
Debug Logs : Logging facilities (file, syslog, …). Such logs are for technical/debug purposes
Debug Bar : A tool for developper adding a debug bar in your browser.
Unalterable Archives : Enable an unalterable log of business events. Events are archived in real-time. The log is a read-only table of chained events that can be exported. This module may be mandatory for some countries.
FAQ and Glossary
All FAQ are available through the index page FAQ EN
