aytechnet

<a href="https://dyapress.com/" rel="nofollow ugc">DyaPress ERP/CRM</a> is the open-source port of the existing CRM/ERP software <a href="https://www.dolibarr.org/" rel="nofollow ugc">Dolibarr(tm)</a> as a plugin to WordPress .
This plugin is mainly only visible in the admin area of WordPress. Its main advantage are easier installation and upgrade.
However please note starting with version 15, almost all the plugin files are now in a unique separate archive which is downloaded on upgrade/installation. This archive is around 70Mb and count once extracted for around 230Mb. So you need at least 300Mb of free space to use the plugin on your hosting.
Even if translation are not yet visible using WordPress gettext system, Dolibarr is translated to 82 languages other than English which are available to DyaPress as well. Automatic translation according to your language in WordPress is available, unless you force another language from configuration.
As of Dolibarr software, DyaPress plugin allow you to enable the feature you want by activating the corresponding included module you need. furthermore you can setup your own company profile as well as how VAT is handled on your part.
<h3>Internal Modules and Features</h3>
Human Resources Management (HR)
<ul>
<li>Users and Groups : DyaPress allow you to add users and groups and to defines detailed permissions for each features and global modules as well. Note that user or group permissions are handled by Dolibarr original code and not WordPress capabilities. An user must be created in DyaPress/Dolibarr database in order to have access to DyaPress.</li>
<li>Members : Management of foundation members</li>
<li>Expense reports : Management and claim expense reports : each user can report various expense like transportation, meal, …</li>
</ul>
Customer Relations Management (CRM)
<ul>
<li>Third parties : Management of prospects or customers and associated contacts</li>
<li>Proposals : Management of commercial proposals</li>
<li>Customer orders : Management of customer orders including automatic numerotation and order statuses</li>
<li>Shipments : Management of shipments and delivery</li>
<li>Contracts and Subscriptions : Management of contracts like services or recurring subscriptions</li>
<li>Interventions : Management of interventions</li>
</ul>
Vendor Relation Management
<ul>
<li>Suppliers : Management of suppliers and purchase orders and billing</li>
<li>Vendor commercial proposal : Request vendor commercial proposal and prices</li>
<li>Incoterm : Add features to manage Incoterm</li>
</ul>
Financial Modules (Accouting and Treasury)
<ul>
<li>Invoices : Management of Invoice and credit note for customers or suppliers</li>
<li>Taxes and special expenses : Management of other expenses like sales taxes, social or fiscal taxes, dividends, …</li>
<li>Payment of employee wages : Record and follow payment of your employee wages</li>
<li>Loan : Management of loans</li>
<li>Donations : Management of donation</li>
<li>Banks and cash : Management of bank or cash accounts</li>
<li>Direct bank payment orders : Management of Direct Debit payment orders, including generation of SEPA file for European countries</li>
<li>Margins : Management of margins</li>
<li>Accouting : Simple accounting reports (journals, turnover) based on database content without using any ledger table</li>
<li>Advanced Accouting : Accounting management (double entries, support general and auxiliary ledgers) and export of ledger in several other accouting software format</li>
</ul>
Product Management (PM)
<ul>
<li>Products : Product management</li>
<li>Services : Service management</li>
<li>Stocks : Stock management of products</li>
<li>Products lots : Lot or serial number, eat-by and sell-by date management on products</li>
<li>Product Variants : Management of products variants based on attributes like color, size, …</li>
</ul>
Projects and Collaborative work
<ul>
<li>Projects/Opportunities/Leads : Management of projects, opportunities/leads and/or tasks</li>
<li>Events/Agenda : Follow done and upcoming events, let application logs automatic events for tracking purposes or record manual events or rendez-vous</li>
<li>Resources : Manage resources like printers, cars, room, … that can then be shared into events</li>
</ul>
Some others Modules
<ul>
<li>DMS/ECM : Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents</li>
<li>Tags/Categories : Create tags/category on products, customers, vendors, contacts or members</li>
<li>Multi currency : Management of several foreign currencies in prices and documents</li>
<li>Barcodes : Management of barcode</li>
<li>Workflow : Workflow management (automatic creation of object and/or automatic status change)</li>
<li>Data imports : Tool to import data in Dolibarr (with assistants)</li>
<li>Data exports : Tool to export Dolibarr data (with assistants)</li>
<li>SOAP API : Enable the Dolibarr SOAP server providing API services</li>
<li>REST API : Enable the Dolibarr REST server providing API services</li>
<li>Unalterable Archives : Activate log of some business events into an unalterable log. Events are archived in real-time.</li>
</ul>
<h3>DyaPi Microservice</h3>
DyaPi Microservices allows connecting already connected software to DyaPi together. The first existing softwares to be supported are DyaPress ERP/CRM, Dolibarr, PrestaShop and Shopify. You may found more documentation on <a href="https://dyapi.io/" rel="nofollow ugc">DyaPi</a> website.
DyaPi microservices are written in Golang for maximum performance and scalability. For example, displaying 1000 orders at once in WordPress backoffice takes less than a second typically to download.
<h3>DyaPress e-Commerce</h3>
The existing DyaPress e-Commerce plugin will be completely updated to a newer WordPress plugin compatible with DyaPi. This plugin will allow connexion to any software already connected to DyaPi and not only DyaPress or Dolibarr.

DyaPress ERP/CRM

Open-source port of CRM/ERP software Dolibarr(tm) to WordPress

Olivier

DoliAppointments is a WordPress plugin that allows you to easily integrate your Dolibarr instance with DoliAppointments installed. Create appointment booking forms directly from your WordPress website and automatically synchronize appointments with your Dolibarr CRM.
<h3>Requirements</h3>
This plugin requires: 
– A Dolibarr installation with the DoliAppointments module installed, OR 
– A Ma Gestion Cloud Professional instance (which includes DoliAppointments pre-installed)
Need a Dolibarr instance? 
Create your account on <a href="https://aplose.ma-gestion-cloud.fr/custom/sellyoursaas/myaccount/register.php?origin=doli-appointments&plan=MGC0006" rel="nofollow ugc">Ma Gestion Cloud</a> and get your Dolibarr instance with DoliAppointments pre-installed. 30 days free trial available!
<h4>About Ma Gestion Cloud Professional</h4>
Ma Gestion Cloud Professional is a complete CRM/ERP solution based on Dolibarr, offering a comprehensive suite of business management tools:
CRM Features: 
– Customer relationship management (CRM) 
– Contact and third-party management 
– Sales pipeline and opportunity tracking 
– Marketing campaign management 
– Customer service and support tickets
ERP Features: 
– Accounting and financial management 
– Invoicing and billing 
– Inventory and stock management 
– Purchase and supplier management 
– Project management and time tracking 
– Human resources management 
– Document management
Additional Features: 
– Email integration 
– Calendar and agenda management 
– Reporting and analytics 
– Multi-user and multi-company support 
– API access for integrations 
– Mobile-responsive interface 
– Extensive module ecosystem
Ma Gestion Cloud Professional provides a complete business management solution in the cloud, allowing you to centralize all your business operations in one platform.
<h3>Main Features</h3>
<ul>
<li>Appointment Booking Form : Intuitive interface to book appointments from WordPress</li>
<li>Real-time Availability : Display available time slots based on user’s schedule</li>
<li>Secure API Integration : Secure communication with your Dolibarr instance</li>
<li>Automatic Creation : Automatic generation of third parties and contacts in Dolibarr</li>
<li>CAPTCHA Protection : Built-in CAPTCHA support for form security</li>
<li>Business Type Configuration : Support for B2B, B2C, or both business types</li>
<li>Administration Interface : Complete configuration panel</li>
<li>Responsive Design : Interface adapted to all screens</li>
<li>Multilingual : Support for French, English, Spanish, Italian, German</li>
</ul>
<h3>Available Shortcodes</h3>
<ul>
<li><code>[doli_appointments user_id="1"]</code> : Displays the appointment booking form for the specified user ID</li>
</ul>
<h3>Customization</h3>
The plugin uses customizable CSS classes and allows the creation of custom templates in your theme.
<h3>Official Ownership</h3>
This plugin is the official WordPress integration for DoliAppointments, developed and maintained by Aplose, the official publisher of DoliAppointments.
Official Trademarks: 
– DoliAppointments – Official trademark owned by Aplose 
– Ma Gestion Cloud – Official trademark owned by Aplose (<a href="https://data.inpi.fr/marques/FR5053373" rel="nofollow ugc">INPI Registration FR5053373</a>) 
– Aplose – Official trademark owned by Olivier ANDRADE SANCHEZ (<a href="https://data.inpi.fr/marques/FR4741208" rel="nofollow ugc">INPI Registration FR4741208</a>)
Company Information: 
– Company: Aplose (100% owned by Olivier ANDRADE SANCHEZ) 
– Legal Information: <a href="https://www.pappers.fr/entreprise/aplose-534906698" rel="nofollow ugc">Pappers Company Profile</a> 
– Website: https://www.ma-gestion-cloud.fr
<h3>Configuration</h3>
<h3>Dolibarr URL</h3>
Enter the complete URL of your Dolibarr instance with DoliAppointments installed. 
Example: <code>https://your-instance.ma-gestion-cloud.fr</code>
<h3>API Key</h3>
<ol>
<li>Log in to your Dolibarr instance</li>
<li>Go to Administration > Tools > API</li>
<li>Generate a new API key</li>
<li>Copy the key to WordPress settings</li>
</ol>
<h3>Business Type</h3>
Choose the type of business: 
– B2B: Company field is required 
– B2C: Company field is hidden 
– Both: Company field is optional
<h3>Usage</h3>
<h3>Basic Shortcode</h3>
<pre><code>`
</code></pre>
[doli_appointments user_id=”1″] 
 `
<h3>Shortcode Parameters</h3>
<ul>
<li><code>user_id</code> : Required. The ID of the Dolibarr user for whom appointments can be booked</li>
</ul>
<h3>Form Fields</h3>
<h4>Required Fields</h4>
<ul>
<li>First name</li>
<li>Last name</li>
<li>Email</li>
<li>Phone (optional)</li>
<li>Date and time selection</li>
<li>Company (required if Business Type is set to B2B, optional if Both, hidden if B2C)</li>
</ul>
<h4>Optional Fields</h4>
<ul>
<li>Notes</li>
</ul>
<h3>Troubleshooting</h3>
<h3>API Connection Error</h3>
<ul>
<li>Check the Dolibarr URL</li>
<li>Check the API key</li>
<li>Verify that DoliAppointments module is installed in Dolibarr</li>
<li>Test the connection from settings</li>
</ul>
<h3>Form Not Displaying</h3>
<ul>
<li>Check that the shortcode is correct</li>
<li>Verify that the user_id parameter is valid</li>
<li>Check theme permissions</li>
<li>Check WordPress error logs</li>
</ul>
<h3>No Available Slots</h3>
<ul>
<li>Verify that the user has configured availability schedules in Dolibarr</li>
<li>Check that the user has not exceeded the maximum advance booking period</li>
<li>Verify that there are no conflicting appointments or unavailabilities</li>
</ul>
<h3>Support</h3>
<h3>Technical Support</h3>
Contact our technical team for any assistance.
<h3>Need a Dolibarr Instance?</h3>
Create your account on <a href="https://aplose.ma-gestion-cloud.fr/custom/sellyoursaas/myaccount/register.php?origin=doli-appointments&plan=MGC0006" rel="nofollow ugc">Ma Gestion Cloud Professional</a> and get your complete CRM/ERP solution with DoliAppointments pre-installed. 30 days free trial available!
Ma Gestion Cloud Professional is a complete CRM/ERP solution that includes customer management, invoicing, inventory, project management, and much more. All in one cloud-based platform.

DoliAppointments

Easily integrate DoliAppointments with WordPress to create appointment booking forms directly from your website.

DyaPress ERP/CRM vs DoliAppointments