CARPENTRY MANAGEMENT PRO - Dolibarr

. Overview

Menuiserie Management Pro turns Dolibarr into a complete, ready-to-sell ERP dedicated to joinery, carpentry and window-fabrication companies working in wood, aluminium and PVC. It covers the full business cycle - from commercial prospecting and quoting, through technical study, manufacturing and on-site installation, to invoicing, quality control and reporting - while natively enriching the standard Dolibarr modules (third parties, products, proposals, orders, invoices, contracts, stock, projects, agenda, HR and the document management system).

The module ships with a premium wood-charter dashboard, a drag-and-drop commercial pipeline, a 14-report reporting hub with CSV / Excel / PDF export, an automation engine and a one-click demonstration dataset generator. It is multilingual (French, English, Italian, German, Spanish), multi-entity and multi-company ready.

Key figures

·       20 dedicated business objects (clients, quotes, work catalogue, orders, technical studies, products, manufacturing orders, bills of materials, workshops, machines, worksites, teams, raw materials, staff, time-tracking, maintenance, quality controls, non-conformities, CRM activities, automation rules).

·       Premium executive dashboard with 18 KPIs and 5 charts (revenue, production, worksites status, sales mix by material, material consumption).

·       Drag-and-drop commercial pipeline (Kanban) with 6 stages.

·       14 cross-functional reports (commercial, production, financial, HR, worksites, stock) exportable to CSV, Excel and PDF.

·       Full demonstration dataset (1200+ coherent records) generated and removed in one click.

 

2. Executive Dashboard

The home screen is a premium, wood-charter cockpit that aggregates the whole business at a glance. KPIs are grouped into five zones - Commercial & CRM, Production & manufacturing, Worksites & installation, Finance & margins, and Stock / HR / Quality - each with colour-coded cards and live charts.

Highlights

·       Commercial: number of quotes, total quoted amount, number of orders, yearly revenue.

·       Production: manufactured & delivered products, workshop load, machine load, productivity rate, scrap rate.

·       Worksites: active / completed / late worksites and average progress.

·       Finance: monthly and yearly revenue, gross and net margin.

·       Stock / HR / Quality: stock value, active staff, open non-conformities, customer satisfaction.

·       Charts: monthly revenue, monthly production, worksites by status, sales split by material (wood/alu/PVC), material consumption.

 

3. CRM & Commercial Pipeline

A specialised CRM manages prospects, customers, architects, design offices and property developers. The commercial pipeline is a drag-and-drop Kanban board: simply drag a card from one stage to the next and the status is saved automatically (AJAX).

Highlights

·       Six pipeline stages: Prospect, Contacted, Visit/Survey, Quote sent, Negotiation, Order signed.

·       Each card shows the client name, town, client type and estimated budget.

·       Client records keep the full history (quotes, orders, worksites, activities) and link to the native Dolibarr third party.

·       CRM activities (calls, emails, meetings, visits, follow-ups) are logged and reportable.

 

4. Clients, Architects & Developers

The client repository centralises every business relationship with a dedicated type (prospect, customer, architect, design office, property developer), segment, source, sales representative and estimated budget. Every list offers column show/hide, compact filters and one-click access to the record card.

Highlights

·       Native Dolibarr third-party linking for invoicing and accounting continuity.

·       Per-record cockpit summarising stage, type and estimated budget plus linked records.

·       Quick-create of linked objects (quotes, orders, worksites, activities) directly from the card.

 

5. Joinery Quotes & Work Catalogue

Carpentry quotes support standard, custom and library modes with surface (m2), linear (lm), unit and quantity costing, plus a margin percentage. A reusable work & material catalogue (doors, windows, shutters, wardrobes, dressings, kitchens, stairs, pergolas, gates, glazed facades) accelerates quoting.

Highlights

·       Quote types: standard, custom, library.

·       Costing by surface / linear / unit with automatic margin.

·       Work catalogue with family, material, unit, unit price, labour hours and material cost.

·       Native link to Dolibarr proposals for official documents and signature.

 

6. Orders (Customer & Supplier)

Customer and supplier orders track the conversion of quotes into firm commitments, with an order phase, progress percentage, amounts and delivery date, and a native link to Dolibarr orders.

Highlights

·       Order types: customer / supplier.

·       Phase tracking: preparation, manufacturing, installation, delivery, closed.

·       Progress and delivery-date monitoring.

 

7. Technical Studies

Technical studies capture on-site measurements, plans, technical drawings and the client validation workflow before manufacturing starts. Each study records openings count, total surface, plan and drawing references and a validation status.

Highlights

·       Study types: survey, plan, drawing, validation.

·       On-site measurements, plan & drawing references.

·       Client validation workflow (pending / validated / to correct) with validator and date.

 

8. Product Catalogue

The joinery product catalogue describes every manufacturable item by category (door, window, wardrobe, kitchen, stair, pergola, gate, facade), material (wood / aluminium / PVC), finish, dimensions, colour, glazing and hardware, with a unit price and an optional link to a native Dolibarr product.

Highlights

·       Categories: doors, windows, wardrobes, kitchens, stairs, pergolas, gates, glazed facades.

·       Materials: wood, aluminium, PVC; custom-made flag.

·       Full dimensional and finish specification.

 

9. Manufacturing Orders & Bills of Materials

The manufacturing module drives production from order to delivery. Each manufacturing order references the order, product, client, quantity, workshop, machine and operator, with a production phase, progress and a full cost breakdown (material, labour, machine, total) and scrap rate. A bill of materials lists every component (raw material, hardware, glass, accessory, consumable) with quantity and cost.

Highlights

·       Manufacturing order with workshop / machine / operator assignment.

·       Production phases: to launch, cutting, assembly, finishing, control, finished.

·       Cost breakdown: material + labour + machine = total cost, with scrap rate.

·       Bill of materials (BOM) lines with component type, quantity, unit and line cost.

 

10. Workshops & Machines

Workshops and machines model the production capacity. Workshops carry a weekly capacity, load percentage, manager and specialty. Machines (CNC, saws, planers, edge-banders, laser cutting, compressors) track brand, model, hourly cost, load, availability and maintenance dates.

Highlights

·       Workshops with capacity, load, manager and machine/worker counts.

·       Machines by type with hourly cost, load and availability.

·       Last / next maintenance dates feeding the maintenance module.

 

11. Worksites & Teams

Worksite management covers in-progress and completed sites with address, site manager, installation team, planning, progress, budget, spent budget and delay tracking. Installation teams group fitters by specialty and zone.

Highlights

·       Worksites with site manager, team, progress, budget vs spent and delay days.

·       Site status: planned, in progress, installation, hand-over, finished.

·       Installation teams with leader, members, zone and availability.

 

12. Planning

A consolidated planning view lists the upcoming deadlines for manufacturing orders, worksites and machine maintenance, so the production manager can anticipate the workload.

Highlights

·       Upcoming manufacturing orders, worksites and maintenance in one place.

 

13. Raw-Material Stock

A joinery-specific stock manages raw materials by type (wood, aluminium, PVC, hardware, glass, consumables), with wood essence, thickness, length and width, quantities, min/max thresholds, unit price, stock value, supplier and location. Low-stock alerts surface on the dashboard.

Highlights

·       Wood by essence / thickness / length / width; aluminium, PVC, hardware, glass, consumables.

·       Min / max thresholds with low-stock, stockout and overstock detection.

·       Stock valuation and supplier linking.

 

14. Human Resources & Time-Tracking

The HR module manages workers, fitters, technicians, foremen and drivers with skills, certifications, hourly rate and productivity, plus workshop / team assignment. Time-tracking records workshop and worksite hours and absences.

Highlights

·       Staff roles: worker, fitter, technician, foreman, driver.

·       Skills, certifications, hourly rate, productivity.

·       Time & attendance: workshop / worksite hours, absences with reason.

 

15. Machine Maintenance

Preventive, curative and adjustment maintenance operations are planned and tracked per machine, with technician, cost, downtime hours, findings and the next due date.

Highlights

·       Maintenance types: preventive, curative, adjustment.

·       Technician, cost, downtime and next due date.

 

16. Quality Control & Non-Conformities

Quality controls are recorded for the workshop, the worksite and on reception, with a result, a quality score and a checklist. Non-conformities and customer claims capture severity, corrective action, responsible and closing date.

Highlights

·       Quality controls: workshop / worksite / reception with score and checklist.

·       Non-conformities & claims with severity, corrective action and status.

 

17. Reporting Hub

A reporting centre delivers 14 cross-functional reports across the commercial, production, financial, HR, worksites and stock axes. Every report can be printed and exported to CSV, Excel and PDF.

Highlights

·       Commercial: quotes by type, orders by phase, clients by type.

·       Production: manufacturing orders, staff productivity, machine load.

·       Financial: margins by material, worksite profitability.

·       HR: attendance & time. Worksites: progress. Stock: valuation & alerts.

·       Export to CSV, Excel and PDF; print-friendly layout.

 

18. Automation Engine

A built-in automation engine evaluates active rules on a daily cron (or on demand): auto-assigning new prospects, closing won clients, and raising maintenance, low-stock and quote-follow-up alerts.

Highlights

·       Triggers: new prospect, order signed, maintenance due, low stock, unpaid invoice, quote follow-up.

·       Runs daily via cron or on demand from the automation page.

 

19. Invoicing & Native Integration

The invoicing hub links orders to native Dolibarr sales documents (proposals, orders, invoices) so the official financial flow stays in standard Dolibarr, fully integrated with accounting and banking.

Highlights

·       Quick links to proposals, orders and invoices.

·       One-click invoice generation from a client order.

·       Native integration with third parties, products, contracts, projects, stock, shipments, agenda, HR and DMS.

 

20. Configuration & Demo Data

The setup page lets administrators define the default currency, default margin and VAT rate, and - crucially - generate or remove a complete demonstration dataset in one click for evaluation, training and sales demos.

Highlights

·       Default currency, default margin and VAT rate.

·       One-click "Generate demo data" and "Delete demo data".

·       Granular access rights per functional area (client, quotes, study, manufacturing, worksite, stock, HR, maintenance, quality, automation, reporting).

 

21. Roadmap

·       Electronic signature of quotes and worksite hand-over reports.

·       Before/after worksite photos and product / manufacturing QR codes for shop-floor tracking.

·       Mobile worksite app (time-tracking, daily reports, incidents).

·       3D configurator for custom joinery (doors, windows, wardrobes, kitchens).

·       Automatic cutting optimisation (wood / aluminium / PVC) and CNC piloting.

·       Automatic notifications (Email / SMS / WhatsApp), client portal and advanced DMS, REST API.

 

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