DoliRetail Manager - Dolibarr

DoliRetail Manager transforms Dolibarr ERP/CRM into a true retail and point-of-sale management solution for boutiques, franchises, showrooms, and store networks. The module integrates natively with standard Dolibarr components (Third Parties, Products, Inventory/Warehouses, Invoices, Banks, Users) and never modifies the core of Dolibarr: it relies exclusively on hooks, triggers, native classes, user rights, menus, tabs, the CommonObject API, and native stock movements.

Strengths

·       Full functional coverage: from cash register to reporting, including loyalty programs, promotions, inventories and inter-store transfers.

·       No kernel modification: 100% compatible with Dolibarr updates.

·       Multi-store & multi-entity: each request respects the Dolibarr entity scope.

·       Decision-making dashboard: Meaningful KPIs and native graphs (DolGraph).

·       Security: granular access rights, CSRF tokens, input validation, XSS/SQL protection.

·       5 languages: French, English, Italian, German and Spanish.

·       Demonstration dataset: installable and removable with one click from the configuration.

·       Technical name: doliretailmanager

·       Publisher: DoliResources (https://www.doliresources.com)

·       Installation path: htdocs/custom/doliretailmanager/

·       Dependencies: Third parties (Company), Products, Stocks/Warehouses — activated.

·       Integration: hooks, triggers, CommonObject classes, native StockMovement, rights, menus, tabs, module_parts (CSS/JS).

The module adds tabs to the Third Party (loyalty/CRM), Product (store stock) and User (salesperson performance) records, without overloading the native code.

Dashboard

Opening decision view: Sales KPIs (total, daily, monthly, yearly), number of transactions, average basket size, and monthly trend. A card grid summarizes each module component (stores, registers, customers, loyalty points, stock value, promotions, returns, inventories, transfers, commissions, cash discrepancies, alerts). Four native charts (12-month sales, breakdown by payment method, sales by store, top products) and a target progress bar complete the view.

Stores / Points of Sale

Complete creation and management of stores: name, address, manager, linked warehouse (which manages stock movements), opening hours and status. Auto-generated reference.

Cashiers & sessions

Cash register management by store, opening/closing of cash register sessions with initial funds, totals by payment method, automatic calculation of cash register discrepancy and session history.

Point of Sale (POS)

Fast sales interface: search by barcode or reference, shopping cart, quantities, overall discount, customer selection (VIP detection), payment method selection, and one-click checkout. Validation creates a sale, decrements stock levels via MouvementStock, and triggers loyalty and commission payments.

Store sales

Filterable list of sales tickets, detailed ticket details (lines, totals excluding tax/VAT/including tax) and controlled cancellation which reintegrates the stock.

Retail Clients

Aggregated view per customer: number of sales, revenue, average order value, last visit, loyalty points and segment (New, Regular, VIP). Native customer creation directly accessible.

Products & Stock

Product x warehouse matrix for each active store, total per product, product/store filters, "below threshold" filter, and highlighting of low stock levels. View per store with stock value at selling price.

Promotions

Six types of promotions (percentage, fixed amount, special price, quantity discount, buy 2 get 1 free, VIP) with validity dates, priority, and scope by store, product, and/or category. Eligibility engine automatically applied at checkout.

Customer loyalty

Point balances per customer, convertible value, levels (Bronze/Silver/Gold), complete history (sales gains, return cancellations, manual adjustments) and manual adjustment of points protected by token and by right.

Returns & Credits

Creation of a return from an original sale, selection of lines and quantities, reason, restocking by line and calculation of the credit amount; reintegration of stock via MouvementStock.

Inventories

Creation of an inventory for a store, automatic loading of the warehouse stock as theoretical quantities, entry of counted quantities and adjustment of the stock upon validation (native receipt/delivery according to the difference).

Inter-store transfers

Transfer between two stores: addition of product lines, shipment from the source warehouse (decrement) and receipt in the destination warehouse (increment), with statuses and dates.

Business objectives

Sales targets per store, per salesperson or overall over a period, with actual sales calculated from validated sales and progress bar.

Sales commissions

Commissions are automatically generated upon validation of a sale, aggregated by seller and by period, with base amounts, commission and unpaid amount, and "paid" marking with one click.

Reporting

Reports page: filters year/store, key indicators, revenue per month, revenue per store, top 10 products and breakdown by payment method.

Alerts

Low stock and cash register discrepancy alert engine, generated on demand and displayed on the dashboard with "read" marking and regeneration.

·       Granular user rights (reading, store management, cash registers, sales, promotions, loyalty, returns, inventories, transfers, goals, commissions, reports, administration).

·       Anti-CSRF tokens (newToken) on all sensitive forms and actions.

·       Input validation and filtering (GETPOST), protection against SQL injection (escaping, casts) and XSS (HTML escaping).

·       Strict adherence to multi-entity via getEntity().

·       Controlled cancellation and deletion with confirmation.

LANGUAGES

The module is delivered in five fully translated languages: French, English, Italian, German and Spanish.

Facility

Copy the folder to htdocs/custom/doliretailmanager/ and then activate the module from Home → Configuration → Modules. Operational rights are granted by default upon activation, so the creation buttons are immediately available.

Demonstration dataset

From the module's configuration, two buttons allow you to load and then delete a consistent demo dataset covering all elements (stores, registers, products & stock, customers, loyalty, sales, commissions, promotions, returns, inventories, transfers, goals). Each row is marked so that deletion never affects your real data.

DoliRetail Manager is an original work, the author and sole copyright holder of which is DoliResources (https://www.doliresources.com). All intellectual property rights, trademarks, and authorship of the module belong exclusively to DoliResources. The program is distributed under the GNU General Public License v3+.