3.7 (15 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,035 students enrolled


See how you can install and use an Open Source ERP system on your PC for little or no cost.
3.7 (15 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,035 students enrolled
Created by Hal Rose
Last updated 12/2018
English [Auto]
Current price: $12.99 Original price: $19.99 Discount: 35% off
5 hours left at this price!
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This course includes
  • 1.5 hours on-demand video
  • 8 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • You will understand Open Source Enterprise Resource Planning systems and, if you choose, will have downloaded, installed and configured the Dolibarr ERP system for use in their business.
  • An overall understanding of business processes such as product definition, customer relations, inventory control. Basic PC skills such as web browser and MS Office applications. A PC with Windows 7 or up.

Course Description

This course covers Enterprise Resource Planning systems that are available as Open Source Software.  After going over the high points of what and ERP system is, you will see an overview of the Open Source Software movement.  You’ll then see a review of the ERP systems available in Open Source and why I chose the one I did.

You’ll then be guided through the download and installation of the Dolibarr ERP system on a Windows PC.  There is a very similar process for using a Mac, but the course shows screencasts of the Windows installation.  After the software is installed you will learn to pick the modules, install users, create products and sell them.

You’ve come to the right place if you are looking to expand your knowledge of business software without having to invest years in school to make that happen!

You’ve also come to the right place if you want to be a project manager or business analyst regardless of what industry interests you because, what you learn here is transferable to anything you would like to do!


·        Understand what an ERP system could do for a small business

·        Review the Open Source Software field and see how easy it is to download and install

·        See how your business might be improved by incorporating a comprehensive integrated system

ERP systems grew along with the development of the computer.  As computers became more powerful and they could handle more data faster, integration of the various business processes like purchasing, manufacturing, warehousing and employee services became possible.  As we review ERP, I’m sure you will be able to relate to the different functions from your work experience. 

You will be exposed to the Open Source Software movement which requires that software in this genre be distributed free.  Not only that but the source code is also distributed free and can be modified or enhanced and redistributed.  Developers are reimbursed by creating add-on software plug ins, providing servers for the software to run on or integrating Open Source Software with other systems.

You won’t have to be a programmer or understand any code to benefit from this course.  The installation you will do is almost a one-click process.  Yet you will understand the system architecture at a high level.  I’ll use screencasts to walk you through the download, installation and the tailoring of the Dolibarr ERP system including simple bulk uploading of your products.

At the completion of the course you will understand how you can find Open  Source Software in the future and take full advantage of it, and you’ll also have a working ERP system to use in a business.

Who this course is for:
  • A potential or current business owner or manager interested in acquiring a suite of software tools needed to handle business processes or someone interested in becoming an ERP Business Analyst or Project Manager
Course content
Expand all 17 lectures 01:17:00
+ What is ERP?
2 lectures 06:05

At the end of this video you will understand the scope of the course.  This includes the review of Enterprise Resource Planning, Open Source software and the Dolibarr ERP suite.  You will understand that the Open Source Dolibarr suite can be hosted by an economical hosting company or on a Windows PC.  What you learn here will help if your company is moving to ERP or if you want to explore a job as a Business Analyst or Project Manager.

Preview 03:49

You will understand the functions included in an Enterprise Resource Planning system.  You will see how ERP came about as computers increased their capacity. 

Preview 02:16
+ What is Open Source Software?
1 lecture 02:52

Open Source software must be distributed free and can be installed, modified and sold freely.  We'll touch on the philosophy of Open Source and talk about how developers are compensated, monetarily or "spiritually" for their efforts.  You'll become aware of the vast amount of Open Source Software that is available, how to find it and how to install it.

Preview 02:52
+ Open Source ERP System Field
2 lectures 04:47

We'll look at reviews of the Open Source ERP systems that are available for download.  You'll be given website links to allow you to review the various systems as you wish.  I'll tell you the pro's and con's of the system I chose to install for this class, the Dolibarr ERP CRM system. 

Preview 02:35

This course has selected the Dolibarr Open Source ERP system.  The student will understand the reason for the selection and will become aware of the systems contents.  Look through the Dolibarr Quick Start Guide which is attached.  It will be a handy reference in the future.

Preview 02:12
+ Download and Install Dolibarr ERP
4 lectures 15:53

A Windows based installer package is downloaded and all of the system software needed to run the Dolibarr ERP system on a Windows 2008 or up PC will be installed.  I will use screencasts so you can follow through and do your own step by step.

Installing Doliwamp

You will use the Doliwamp Windows installer to install the ERP CRM package.  This installed installs the PHP language, server software and the database on your Windows PC with just a click.  Your PC will be safe and there is an easy way to remove the system if you should ever choose to do that.

Installing Dolibarr ERP CRM

An Excel based list of all possible modules for Dolibarr ERP to help you prepare for the install.  I'll show you also how to change or remove your selection if the need comes up.  I have attached a spreadsheet which shows the modules I chose for this class installation.

Adding Modules

A sample warehouse is created and one product is entered to prepare for go live.

Setting up the Warehouse
+ Establishing ERP Users
1 lecture 04:41

I'll walk you through the process to set up groups of people who will use the system.  There is an extensive number of permissions which can be granted but they are stated clearly and they are easy to understand.

Adding Users
+ Adding Products
3 lectures 11:06

Dolibarr lists products by identifying if they can be bought or sold or a combination of the two.  You will understand how these types can be easily be determined.  A short quiz (not graded :--) will test your understanding before you get ready to enter products of your own.

Dolibarr Product Types

Please take this quiz to be sure you have the Dolibarr approach to identifying product types before you import your products.

Product Quiz
5 questions

You will learn how to prepare spreadsheets to complete a bulk upload of products.  You'll see an example of downloading products from a web resell site and uploading them into Dolibarr.  Precautions to take will be highlighted in the lecture.  A sample spreadsheet is attached showing both downloaded products and the upload template.

Uploading Products

In Lecture 12 when we uploaded some products I had a setting wrong the the product type was not correct.  Rather than fix the video before adding it to the class, I created this video to walk you through how to make corrections in the products area.  You'll see that it is pretty  easy.

Fixing my Errors
+ Entering Suppliers and Customers
3 lectures 20:16

In this lecture we will discuss how Suppliers are established and how they are used when a product is purchased.  A sample product will be purchased and put into inventory to be sold in Lecture 15.

Setting Up Suppliers

You will understand how to purchase a product for inventory using the sample supplier established in the last lecture.  See the attached sample Purchase Order produced from Dolibarr as it stands.

Buying Stock

You will understand how to sell a product that was purchased and is in inventory.  There will be a discussion of integrating Dolibarr with a storefront or on-line sales site.  See the attached Sales Invoice I downloaded while preparing this lecture.

Processing a Sale
+ Summing Up
1 lecture 11:20

Dolibarr ERP was designed by be useful worldwide.  In this lecture we will see how the Set Up Dictionaries works with some examples.  We will also see how to connect Dolibarr ERP to an SMTP Mail Server so the user can easily send emails from the transactions such as sales and invoicing.

Summing Up