ERP & CRM (Dolibarr)

Multicurrency CRM & Business ERP Guide

Manage contacts, issue branded PDF invoices, track HR and payroll, create quotes, and run multicurrency transactions — all powered by Dolibarr ERP integrated into your dashboard.

Digital Front Desk & HMS Integration Master Guide

Complete setup guide for Superadmins, Clinic Administrators, and Developers connecting `clinicalhis.com` or custom SaaS

1Superadmin Dashboard Configuration (`/dashboard/admin/hms-config`)

A. Select Adapter Type

Choose 🏥 ClinicalHIS Direct REST for `clinicalhis.com`, 🏢 Dolibarr ERP for standard business, or ⚕️ FHIR / HL7 R4 for global medical standards.

B. Auto-Generate Secret Key

Click "⚡ Generate New Key" to produce a secure bc_hms_live_... key. BrandedClaws attaches this key to all outbound API calls.

C. Copy 1-Line Embed Script

Click "Copy Embed Code" and paste the auto-generated <script> tag into your website header (WordPress, React, Wix, or HTML).

Healthcare Clinics (`clinicalhis.com`)Direct REST API

Direct Multi-Tenant HMS (Zero Context Switching)

Healthcare practitioners work inside `clinicalhis.com` all day. When patients book via the Digital Front Desk, appointments land directly inside `clinicalhis.com` without staff ever logging into BrandedClaws.

  • Zero 3rd Parties: No Google Calendar, Outlook, or Zapier required.
  • Multi-Tenant Isolation: Uses X-HMS-Tenant-ID header to isolate unlimited clinics (from 1 to 5,000+ clinics).
  • Single-Tenant Compatible: Solo clinic practices simply receive the webhook with a default tenant ID.
All Other ProfessionsDolibarr ERP

Dolibarr Dashboard Front Desk & Agenda

For law firms, consultancies, real estate, and marketing agencies, receptionists log into their BrandedClaws Dashboard → Business ERP to review appointments and manage customer pipeline leads.

  • Agenda Sync: Front Desk bookings automatically populate your Dolibarr Agenda Calendar.
  • Lead Creation: Customer inquiries automatically generate CRM ThirdParty prospect cards.
  • 1-Click Quotes: Convert chat/voice inquiry details into commercial PDF proposals.
Developer Receiver Endpoint Guide (PHP / Node / Python)Endpoint: /api/v1/appointments.php

To activate direct sync on `clinicalhis.com` or a custom website, your backend developer simply creates an endpoint listening for POST requests and checks the Authorization and X-HMS-Tenant-ID headers. A complete ready-to-use PHP snippet is available inside HMS & ERP Studio.

What is the Business ERP & Digital Front Desk?

The BrandedClaws Business ERP is a fully hosted instance of Dolibarr — a powerful open-source ERP system — accessible at erp.brandedclaws.com and embedded directly in your dashboard under Business ERP in the sidebar.

It covers:

CRM & Contacts
Quotes & Proposals
Invoicing & Receipts
Multicurrency
HR & Staff
Payroll
Product Catalogue
Purchase Orders
Project Management
Contracts
Expense Reports
Accounting

CRM — Managing Contacts

Adding a Contact or Company

  1. Navigate to Business ERP → Third Parties → New
  2. Select type: Customer, Supplier, or Prospect
  3. Fill in company name, country, currency, email, and phone
  4. Set the contact's default currency (GHS, USD, EUR, NGN, KES, GBP, etc.)
  5. Click Create

Contacts from your B2B Prospector (Audience Manager) can be synced directly to the ERP CRM with one click from the lead pipeline.

Importing Contacts in Bulk

  1. Go to Business ERP → Tools → Import
  2. Download the CSV import template
  3. Fill in contact data and upload the CSV
  4. Map the columns and confirm the import

Creating Quotes & Invoices

Creating a Proposal/Quote

  1. Go to Business ERP → Commercial → Proposals → New
  2. Select the customer (from your CRM contacts)
  3. The quote currency automatically defaults to the client's set currency
  4. Add line items (products or services from your catalogue)
  5. Apply discount percentage if needed
  6. Add your VAT/tax rate
  7. Click Validate to finalize the quote
  8. Click Generate PDF to produce a branded PDF quote
  9. Send via Email directly from Dolibarr or download and send manually

Converting a Quote to an Invoice

  1. Open the validated proposal
  2. Click Create Invoice from Proposal
  3. Confirm the invoice details and click Validate
  4. Click Generate PDF to produce the invoice
  5. Record payment when the client pays (mark as Paid)

Multicurrency billing: Each contact can have its own default currency. Dolibarr will issue invoices in the contact's currency and automatically convert amounts using the exchange rate you configure in Home → Setup → Currencies.

Products & Service Catalogue

  1. Go to Business ERP → Products & Services → New
  2. Enter product/service name, reference code, description
  3. Set the selling price in your base currency (automatically converted when invoicing in other currencies)
  4. Add VAT rate and unit of measure
  5. Save the product — it will appear as a line item option when creating quotes and invoices

HR, Staff & Payroll

Manage your team directly within the ERP for businesses that need HR tracking.

Adding an Employee

  1. Go to Business ERP → HR → Employees → New
  2. Fill in name, position, start date, department, and salary
  3. Set their contract type (permanent, contract, intern)
  4. Save — the employee is added to your HR records

Processing Leave Requests

  1. Go to Business ERP → HR → Leave Requests
  2. Employees can submit leave requests; managers approve or reject them
  3. Approved leaves are automatically deducted from the employee's leave balance

Reports & Accounting

  • Revenue Summary — total invoiced vs received by period
  • Outstanding Invoices — overdue client balances
  • Supplier Ledger — amounts owed to suppliers
  • Profit & Loss — income vs expenses overview
  • VAT/Tax Reports — taxable income and tax due by period

Access all reports via Business ERP → Accounting → Reports or Business ERP → Reports in the top navigation.

Troubleshooting

Business ERP not showing in sidebar
This feature requires the Growth Business plan or higher. Check Admin Center → User Management that 'crm.view' permission is enabled for your account.
Invoice PDF is blank or missing company logo
Set up your company profile in Business ERP → Home → Setup → Company/Organisation. Upload your logo (PNG, 300×300px recommended) there.
Currency conversion is wrong
Update the exchange rates in Business ERP → Home → Setup → Currencies. Exchange rates must be updated manually or via a currency provider integration.
Contact not appearing in invoice dropdown
Ensure the contact is marked as a 'Customer' type in their Third Party record. Prospects and suppliers do not appear in the customer invoice dropdown.
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