Cleo — Guide pratique de l’apprenant
Hands-on exercises to install, configure and run your business with Cleo
Hands-on Cleo guide: step-by-step exercises to install the platform, set up a company and run sales, purchasing, accounting and payroll.
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About this document
Cleo is a business management platform built for French-speaking SMEs in West Africa, the Maghreb and France. It covers the sales cycle, catalogue and inventory, purchasing, accounting, human resources and payroll, with ten country packs and three accounting frameworks: SYSCOHADA, Moroccan PCGE and French PCG.
This guide accompanies the Cleo training course. It is organised as a series of guided exercises, each reproducible end to end on an instance you install yourself. The exercises build on one another around a fictional company, Akwaba Distribution SARL, created at installation and then configured and operated module by module: by the end of the guide, the instance holds a complete company with one month of consistent activity.
Every exercise follows the same structure: outcomes, prerequisites, numbered instructions with expected results, Note and Important callouts, and a Finish section summarising the resulting state. All commands and values are given explicitly, and amounts are computed so they can be checked on screen.
The guide grows as modules are added. Exercises were performed and verified on Cleo v3.58.0.
What you will learn
- Install Cleo on a Linux server with Docker Compose and verify the deployment
- Configure a company on the country pack of your choice: chart of accounts, taxes, currency, journals, bank accounts
- Create users and understand the roles and permissions matrix
- Run the full sales cycle: catalogue, CRM, quote, order, invoice, payment
- Invoice in foreign currency and understand frozen exchange rates
- Read the accounting entries generated automatically by commercial documents
- Back up the instance and review the audit log
Table of contents
- Introduction
- Qu'est-ce que Cleo
- Pourquoi Cleo
- À propos de ce guide
- Exercice guidé 1 — Installer Cleo on-premise
- Exercice guidé 2 — Paramétrer Cleo pour une première utilisation
- Exercice guidé 3 — Gérer le cycle de vente : du client à l'encaissement
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