Practical guides
Preparing Dolibarr: data, rights and acceptance test scenarios
Organize the commissioning of a management tool from the uses of your team.
By Laurent LOUIS-THERESE ·
Leave documents and operations
Collect anonymous examples of quotes, orders, invoices and tracking used by your team. Identify the information entered several times and the necessary validations. The configuration perimeter must meet these uses before adding secondary functions.
Clean data to be taken back
Duplicate contacts, ambiguous references and missing fields make it difficult to recover. Decide which sources refer, which data should be stored and how to control the result. Prepare a test sample before full import.
Define accesses
Specify the roles and limitations of consultation or modification. A person who prepares a quote does not necessarily have the same responsibilities as a person who validates a settlement. The rules chosen must be able to be explained and tested.
Prepare acceptance test scenarios
Choose some common situations and exceptions: customer creation, conversion of a quote, correction of information, export useful for tracking. Check the documents obtained with the responsible officials concerned.
Tax and accounting rules depend on your activity; confirm the parameters concerned by your competent contact. Also provide training, backup and the support person after commissioning.
To specify the perimeter, consult our Dolibarr accompaniment and our freelance expertise Dolibarr.