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Backend part of DokioCRM. Free and open source CRM for small business. Manage your customers, sales and finances. Put all your goods from DokioCRM to the online store in one click! Support of a multilingual goods and online stores

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mihailsuntsov/dokiocrm_server

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DokioCRM

This is a server part of DokioCRM

About

DokioCRM is a free and open source Ecommerce ERP/CRM for small business. You can manage your customers, warehouse, sales and finances, and get analytics of how your business works.
It has an integration with WordPress and WooCommerce, and you can put all your goods from CRM to the online store in one click!
There is a support of a multilingual goods and online stores
All possibilities are described in more detail on the website of project:

Site

https://dokio.me

Examples

The SaaS version: https://erphy.me/dss Here you can register and test working with the program interface
The simple online store example with product filters: https://dokio.me/shop/
Multilingual real estate online catalog: https://dokio.me/examples/realestate_en/
Multilingual food delivery site: https://food.erphy.me

How to install



You can install the program on your VPS server using a bash installation script. Bash installation script tested on:

  • Ubuntu Server 20.04
  • Ubuntu Server 22.04 (recommended)

Minimum requirments of VPS is: 1 Cpu core, 2 Gb RAM, 15 Gb HDD
Use only freshly installed VPS for the installation of DokioCRM

In order for SSL to install and work correctly, you should order and configure a domain name for your VPS.

NOTE: yoursite.com - the example name of your domain address. Replace it with your real address.

1. Login to your VPS

Use PuTTY or any another SSH client to access to your VPS as a root user

2. Check the system hostname:

hostname -f

The output shoult show the correct hostname, for example, yoursite.com
If the hostname is incorrect - set the correct hostname:

hostnamectl set-hostname yoursite.com

Then check it again:

hostname -f

NOTE: In order for the SSL certificate to be obtained successfully, the server must be accessible by domain name. If you have just received a domain name, the VPS server may not be available yet. You can check whether or not the domain is resolving into the correct host IP address by using the ping command in your computer console:ping yoursite.com

3. Execute installation script:

wget https://dokio.me/downloads/shell/dokiocrm-install.sh  -O - | sh

This command will start the installation process.

Once DokioCRM is installed, the installer will ask you if you want to install a WordPress site with a built-in WooCommerce store. If you want to do this, type y and press Enter. A configured and ready-to-use online store will be installed.

After the installation the file /var/dokio_pwd.txt will be created. It contans all passwords. I recommend saving this information on your computer and deleting this file.

The user interface of DokioCRM will be available at this address: https://yoursite.com/dss.
Click Registration, and create your account. After registration you can login into the user interface of DokioCRM.
When the first account is registered, the ability to register new accounts will not be available. This is to prevent new unwanted account registrations on your server. However, you can create any number of users of your company from the user interface (Settings/Users). But if you want to allow new registrations on your server, run the following command in the SSH client:

sudo -Hiu postgres psql -d dokio -c "update settings_general set show_registration_link = true, allow_registration = true;"

NOTE: Some mail services, for example, Gmail, can bounce the emails from your server mailbox. It's because the domain zone of yoursite.com has no SPF record. Add a TXT record for yoursite.com. It should be like "v=spf1 +a +mx +ip4:xxx.xxx.xxx.xxx ~all", created in a domain zone management on the domain yoursite.com registrar website.
For some services it still can not be enough, and you should set up DKIM and DMARC on your server, and order the creation of a PTR record from your VPS provider company.

How to use

Detailed instructions for use - in Knowledge base

Contacts

Mikhail Suntsov
E-mail: mihail.suntsov@gmail.com
Telegram: @eager_beager
LinkedIn: Mikhail Suntsov

About

Backend part of DokioCRM. Free and open source CRM for small business. Manage your customers, sales and finances. Put all your goods from DokioCRM to the online store in one click! Support of a multilingual goods and online stores

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