Bakery & Pastry Management - Dolibarr

Bakery & Pastry Management for Dolibarr ERP & CRM

Bakery & Pastry Management is a comprehensive ERP solution specifically designed for artisan bakeries, pastry shops, viennoiserie stores, production laboratories, bakery franchises, and industrial manufacturing units. Fully integrated with Dolibarr ERP & CRM, this solution digitizes and automates all production, procurement, inventory management, sales, quality control, and financial management activities within a bakery and pastry business.

The module was developed to transform Dolibarr into a fully specialized ERP capable of covering the entire production cycle, from the purchase of raw materials to the sale of finished products, while ensuring complete control over manufacturing costs, margins, inventory, and HACCP hygiene requirements. It meets the needs of both small businesses and multi-site organizations seeking centralized management of their operations.

At the heart of the solution is an intelligent dashboard offering a comprehensive view of the company's operations. Managers can monitor revenue, sales, customer orders, daily production, margins, inventory value, materials to be replenished, and critical alerts related to stockouts, production delays, or required HACCP checks in real time. Dynamic charts allow for the analysis of sales, product performance, and production activity to facilitate strategic decision-making.

The module integrates comprehensive finished product management, covering bakery, pastry, dessert, snack, savory, and beverage activities. Each product can be associated with a manufacturing recipe, cost price, selling price, weight, production time, and various profitability indicators. This approach provides a precise view of the performance of each product sold.

One of the module's most powerful features lies in its advanced manufacturing recipe management system. Each recipe can be composed of a set of ingredients, with automatic calculation of quantities, material costs, yield, recommended retail price, and theoretical margin. Production managers thus have a powerful tool to standardize manufacturing processes and optimize the profitability of each recipe.

Raw materials management allows for detailed tracking of ingredients used in product manufacturing. The module supports flours, yeasts, sugars, chocolates, fruits, dairy products, fats, and any other components necessary for production. Users can track available quantities, purchase prices, expiration dates, alert thresholds, and stock movements to prevent stockouts or losses due to spoilage.

For purchasing and supply, the module leverages Dolibarr's native functionalities while offering simplified supplier management, goods receipts, and automatic inventory updates. Receiving allows for the rapid recording of received quantities, purchase prices, and expiration dates to ensure complete traceability of raw materials used in production.

Production management is a core component of the module. Managers can schedule production orders, track planned and actual quantities, measure yields, record losses, and control manufacturing costs. Batches can also be precisely planned and tracked, taking into account the ovens used, firing times, and actual production volumes. This functionality allows for the optimization of production capacity and the reduction of operational losses.

For business management, the module features a point-of-sale (POS) interface specifically designed for bakeries and pastry shops. Sales staff can quickly search for products, create a dynamic shopping cart, select a customer, and record various payment methods. Each sale automatically updates inventory and cash register records, ensuring seamless consistency between sales activity and management data.

The system also allows for the management of customer orders, including custom orders for cakes, events, weddings, receptions, or business orders. Users can track desired delivery dates, ordered quantities, and associated products to ensure efficient preparation and on-time delivery.

Inventory management provides complete visibility into raw materials and finished goods. Managers can view stock levels, merchandise valuation, products nearing reorder points, and periodic inventories to compare theoretical and physical quantities. This functionality helps minimize losses and optimize supplies.

The module also integrates a powerful point-of-sale (POS) management system that allows for opening and closing sessions, tracking cash receipts and disbursements, monitoring cash discrepancies, and providing a complete history of financial transactions. This functionality facilitates daily monitoring of business operations and secures the establishment's financial management.

To meet the regulatory requirements of the food sector, the module offers a comprehensive HACCP quality control space for performing health checks, temperature readings, traceability checks, cleaning operations, and equipment inspections. Non-compliant checks automatically generate alerts, enabling a rapid response and better management of health risks.

An intelligent alert system continuously monitors expired products, stockouts, critical stock levels, production delays, and required HACCP checks. Through automated tasks performed daily, managers are informed in real time of situations requiring immediate action.

The module also features an advanced reporting system that allows for the analysis of revenue, sales by category, best-selling products, production yields, manufacturing losses, raw material consumption, supplier purchases, margins, and overall company profitability. Reports can be exported in PDF, Excel, and CSV formats to facilitate financial and operational analysis.

Thanks to its native integration with Dolibarr's Products, Third Parties, Inventory, Warehouses, Banking, Cashiering, Purchasing, Invoicing, and Categories modules, the solution guarantees centralized and consistent management of all business activities. Its modern, secure, and scalable architecture allows it to adapt to small artisan bakeries, franchise networks, and industrial food production units alike.

Main features

✔ Complete management of bakeries, pastry shops, and viennoiseries
✔ Production recipe management with automatic cost and margin calculation
✔ Raw material and supplier management
✔ Supply receipt and traceability
✔ Production order and batch management
✔ Production yield calculation and loss tracking
✔ Integrated point-of-sale (POS) system
✔ Management of personalized customer orders
✔ Delivery and route management
✔ Advanced stock and inventory management
✔ Sales promotion management
✔ Complete cash register and payment processing management
✔ HACCP quality control and health compliance
✔ Automatic alerts for expiration dates, stockouts, and quality checks
✔ Dashboards and business performance indicators
✔ Advanced reporting with PDF, Excel, and CSV exports
✔ Native integration with Dolibarr ERP & CRM
✔ Multi-company compatibility multi-entity
✔ Available in French, English, Spanish, Italian, German and Arabic.

Boulangerie & Pâtisserie Management thus constitutes a complete business ERP solution enabling bakery and pastry professionals to improve their productivity, control their manufacturing costs, strengthen their sanitary quality and optimize the overall profitability of their business.

 

 

Full description of the module

Here is the detailed and exhaustive description of the module, feature by feature, with all the options.

1. Module Identity

Element	Value
Trade name	Bakery & Pastry Management
Technical name	bakery management
Editor	DoliResources — https://www.doliresources.com
Version	1.5
Module ID	500600
Compatibility	Dolibarr v16 → v22 (and later versions)
PHP minimum	7.1
LANGUAGES	French, English, Spanish, Italian, German, Arabic (6 languages)
Addictions	Native Modules: Products and Third Parties
Multi-company	Yes (multi-entity)
Facility	bakery management folder in htdocs/custom/

Objective: to transform Dolibarr into a complete business ERP/CRM solution covering both bakery AND pastry activities (artisanal or industrial), from sourcing raw materials to sales and decision-making reporting.

2. Activation and demonstration data

Upon activation, the module automatically creates:

• its SQL tables ( llx_boul_* );
• its main menu + 18 submenus;
• its 14 groups of rights (read/write granted by default);
• a complete demonstration dataset (first activation).

Two mechanisms guarantee robustness:

• Schema self-repair: upon each reactivation, missing columns are automatically added (useful during updates).
• Data supplement ( ensureDemoComplete ): recreates the Suppliers / Customer Orders / Deliveries sets on activation if they are empty.

Demonstration game (realistic, localized, labeled BOULDEMO ): 5 suppliers, 3 customers, 1 warehouse "Bakery", 15 raw materials (some expired/out of stock to generate alerts), 12 recipes (bakery, viennoiserie and pastry), 20 finished products, 12 manufacturing orders + batches, 45 sales over 30 days, 8 customer orders + deliveries, 1 closed till + 1 open till with movements, 3 inventories, 6 promotions, 8 HACCP controls.

3. Menu Structure

Main menu: “Bakery & Pastry” (with gold logo).

Sub-menus on the left (18 entries):

1. Dashboard
2. Products
3. Manufacturing recipes
4. Raw materials
5. Suppliers
6. Purchases
7. Receptions
8. Production
9. Batches
10. Counter sales
11. Customer orders
12. Deliveries
13. Stocks
14. Inventories
15. Promotions
16. Box
17. HACCP quality control
18. Reporting
19. Setting

Tab bar at the top of the page: present on each screen of the module for quick navigation; selecting a tab highlights the corresponding entry in the left-hand menu of Dolibarr.

4. Dashboard (Premium Dashboard)

Artisanal graphic charter: bakery beige, bread brown, cream white, gold. Organized into 4 zones:

Zone A — Commercial performance (8 KPI cards): Daily revenue, Monthly revenue, Number of sales, Number of orders, Monthly margin, Daily production, Average basket size, Inventory value.

Zone B — Bakery activity (DolGraph graphs): Daily sales (last 14 days), Best-selling products, Production by category.

Zone C — Production management (7 widgets): Today's batches, Products to be manufactured, Materials to be replenished, Orders to be prepared, Referenced products, Recipes, Suppliers.

Zone D — Critical alerts (clickable tiles): Expired products, Stock shortages, Production delays, HACCP controls to be carried out.

5. Detailed Features

5.1 Products

Finished products linked to native Dolibarr products. Fields: linked product, reference, name, category (Bakery, Viennoiserie, Pastry, Entremets, Snacking, Savory products, Beverages), associated recipe, barcode, selling price, cost price, weight, manufacturing time, calories, stock alert threshold, note.

5.2 Manufacturing Recipes (Core Functionality)

A "hub" object with ingredient lines. For each recipe: reference, name, category, yield (number of products), preparation time, cooking time, and automatic calculation of the cost of ingredients, the recommended price, and the theoretical margin. The lines link each raw material with quantity, unit, unit cost, and line cost. The dashboard displays the cost of ingredients, the recommended price, and the yield.

5.3 Raw materials

Flour, yeast, butter, sugar, salt, chocolate, fruit, dairy products… Fields: reference, name, family, unit, supplier, purchase price, quantity in stock, alert threshold, use-by date, warehouse, note.

5.4 Suppliers

Linked to Dolibarr third parties, with a specific name (displayed in the first column, independent of the native third party). Fields: name, third party, delivery time (days), payment terms, contact, telephone, email, note.

5.5 Purchases

Native supplier order and invoice integration page: KPIs pending orders / total, direct link to the Dolibarr Purchasing module.

5.6 Receptions

Fast raw material receipt: select the material, quantity received, expiration date, purchase price → automatically updates the raw material stock. Receipt history.

5.7 Production (manufacturing orders)

Object "hub". Fields: reference, product, recipe, planned quantity, produced quantity, date, responsible party, manufacturing cost, yield, losses. Cockpit: planned / produced / losses.

5.8 Batches

Linked to a manufacturing order. Fields: reference, manufacturing order, product, oven used, start time / end time, planned production, actual production, note.

5.9 Point of Sale (POS)

Standalone POS interface: quick product search/filter, product selector with automatic price pre-filling, dynamic shopping cart (quantity, price, total recalculated in real time), line item deletion, customer selection (optional), payment method. At checkout: creates the sale and line items, links it to the open POS session, and decrements the native stock if a default warehouse is configured.
Payment methods: Cash, Credit card, Check, Bank transfer, Mobile payment.

5.10 Customer Orders

"Hub" object with lines. Fields: reference, client, label, type (Personalized Cake, Event, Company), order date, desired delivery date, total including tax. Product lines with quantity and price.

5.11 Deliveries

Fields: reference, linked order, customer, delivery date, vehicle, driver, route, note.

5.12 Stocks

Summary view: valuation of material stock, number of materials/products, products below threshold; detailed table of materials (threshold, quantity, value) highlighting low stocks; links to native Dolibarr stock.

5.13 Inventories

"Hub" object with lines. Types: raw materials / finished products / global. Fields: reference, label, type, warehouse, date. Lines with theoretical quantity, physical quantity, and automatic variance calculation.

5.14 Promotions

Fields: reference, label, type (Daily, End of day, Promotional pack), value, product concerned, start date, end date.

5.15 Cashier

Session management: opening (initial funds), recording of receipts and disbursements (amount, description, payment method), closing with entry of the counted amount and automatic calculation of the expected amount and the difference. KPIs (opening funds, net movements, expected amount) + session and movement history.

5.16 HACCP Quality Control

Control entry: type (Temperature, Sanitary Control, Traceability, Cleaning), location (Oven, Cold Room, Freezer, Worktop, Display Case), measured temperature, value, compliance (yes/no), controller, date. Monthly KPIs: controls performed, non-compliant, controls to be performed. Non-compliant or pending controls are flagged as alerts.

5.17 Alerts

Real-time alert dashboard: expired products (use-by date), stockouts, below-thresholds, production delays, HACCP controls due. Alert engine ( BoulAlertEngine ) that scans and creates deduplicate alerts, executed daily by a scheduled task (cron) BoulScanAlerts , and triggered manually (using the "Scan" button).

5.18 Reporting (10 reports)

1. CA per period
2. CA by category
3. Bestselling products
4. Production & yield
5. Manufacturing losses
6. Stock valuation
7. Consumption of materials
8. Out of stock
9. Purchases by supplier
10. Margins & profitability

Each report offers: a KPIs banner, a data table, and 4 export actions: CSV (UTF-8), Excel, PDF (landscape, brown header) and Print (direct printing with clean layout).

5.19 Settings

• Default stock alert threshold
• Warning period before expiration date (days)
• Default warehouse (used by the POS)
• "Install demo data" button (clean reset: purge then recreate)
• "Delete demo data" button (confirmation required)
• About tab (version, publisher, roadmap)

6. Generic engine (options common to all lists/records)

Data lists: search by column, sort on each column, pagination, "New" button, online edit/delete with confirmation, and column show/hide selector (icon next to the magnifying glass on the filter line; choice saved per list).

Forms: creation/modification/deletion, status transitions (Draft → Validated → Closed, or Cancelled), KPI dashboard for "hub" objects, and linked lines panel (adding lines in context). Reduced object icon (16px) for elegant lists.

7. User rights

14 permission groups: Products, Raw Materials, Recipes, Suppliers, Production (including batches), Sales, Customer Orders, Deliveries, Inventory, Promotions, Cashier, HACCP Control, Alerts, Reporting.
For each group: Read / Create-Modify / Delete (plus global administration). Read and write permissions are granted by default upon activation.

Target profiles: Manager, Bakery Manager, Baker, Pastry Chef, Salesperson, Cashier, Accountant, Administrator.