ERP
From SME Guide
CK-ERP
CK-ERP is an open source accounting / MRP / ERP / CRM system that runs on top of multiple middlewares. It provides accounting and back office functionalities to SMEs and utilizes the underlying middleware to administer accounts/groups. It comprises 22 modules - Administration, Multilingual Facility, Contact Management, Customer Relationship, Customer Self Service, Vendor Relationship, Material Requirement Planning, Warehouse, Inventory, Service, Accounting Ledger, Bank Reconciliation, Accounts Payable, Accounts Receivable, Purchase Order, Sales Order, Quotation, POS for Cashier, POS for Manager, Human Resources, Staff Self Service and Payroll. Operating platform can either be LAMP or LAPP. Backend database engine can be anyone of MySQL, PostgreSQL and SQLite.
Compiere/Adempiere
http://www.compiere.com/company/index.php
One of the most important open source ERP projects, Compiere (and the recently created fork Adempiere) are complete and sophisticated mid-tier ERP systems. Among the features:
- Standard and Customizable Financial Reports - Generate standard financial and managerial reports including Balance Sheet, Profit and Loss, Statement of Cash Flows and many others. Additional reporting options include customizing reports with Compiere's internal report writer, data access using your choice of 3rd party report writers, or data exports for analysis in spreadsheet or OLAP tools.
- Comprehensive Financial Management - Compiere offers comprehensive financial management capabilities. All functional elements of Compiere are global-ready, supporting the complexities of businesses that span multiple organizations, currencies, accounting schema, tax laws and languages. Compiere enables you to customize the system to meet your needs without risking violation of accepted accounting and tax rules.
- Customer-specified Chart of Accounts - At the heart of every financial accounting system is a chart of accounts. Compiere ships with several charts of accounts for you to use. It also provides a streamlined process for you to continue using your own chart of accounts.
- Accounting Rule Enforcement - Compiere strictly enforces base accounting rules to ensure balanced accounting entries and overall system integrity. An example of a base rule is that the system will reject an entry if the accounting date is in a closed period.
- Tax Calculation and External Reporting - Most tax entries are created by the transaction. Compiere calculates, manages and applies multiple taxes (e.g. GST/PST) as well as local tax. Tax rules create correcting tax entries for Sales Tax and VAT systems. Compiere automates the preparation of reporting to external tax agencies.
- Banking Relationship Management - Compiere automates the management of your banking relationships and accounts. Compiere supports the import and export of bank statements using OFX, IFX and SWIFT formats.
- Quotations - Compiere provides for the creation and printing of customer quotations based on general or customer specific price lists. Quotations can be made "binding," in which case they reserve inventory. Quotations may also be modified at any time and can be automatically converted to a Sales Order without additional data entry.
- Sales Orders - A Sales Order is the "fulfillment control document" that is the foundation for generating Sales Order, shipment and invoicing documentation. In addition, Vendor Purchase Orders may be created automatically for the items specified on a sales order and directly shipped to the customer if appropriate. Different types of sales orders cause different business process behavior in Compiere. For example, a "Prepaid Order" will not allow shipments until payment occurs. A "Point of Sale" order assumes the customer is at the counter with the goods in hand and generates all transactions including stock decrement, invoicing, and payment through the entry of a single document. A "Standard Order" by comparison, will check availability before accepting the order then queue the order for fulfillment by the warehouse and then generate an invoice in the next invoice run or otherwise in accordance with the invoice rules for that customer. Compiere supports the following Sales Order Situations: Standard order, POS order, credit order, warehouse order, prepay order, RMA.
- Shipments - Based upon the details captured on the Sales Order, one or more shipments can be generated immediately or automatically when inventory subsequently becomes available. Compiere automatically back orders unavailable items. Compiere can be configured to allow shipments to be effected from the shipment documentation or alternatively provide for a more disciplined warehouse approach by requiring explicit confirmation of picking and/or shipment prior to the generation of invoice documentation. Confirmations can be used to manage movements of inventory from, say, a receiving area to 'put away' areas from which it then becomes available for further processing.
Other specific functionalities:
- product catalog
- price lists
- bill of materials
- distribution and multi-warehouse control
- material receipts, replenishment
- costing of products and services
- material receipts, vendor invoices
- CRM, sales management, customer tracking, customer profitability analysis
- integrated e-commerce
- point of sale
- integrated reporting
Several extensions and plugins exist, for example the Libero manufacturing customization (adds MRP, CRP, shop floor control, capacity control) or localised master structures for individual countries balance codes.
ERP5
http://www.erp5.org FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/erp5
A sophisticated and complete ERP system, ERP5 covers accounting, customer relationship management, trade, warehouse management, shipping, invoicing, human resource management, product design, production and project management. All resources in ERP5 can be variated in any number of dimensions, providing built-in configuration for products and reduced design cost for bill of materials (BOM) and bill of operations (BOO) as well as structured rule-based approaches to complex pricing. It has been implemented in vertical industries like banks, aerospace, health care, apparel, and government agencies. A specific mobile interface has been recently added, with the initial certification of the Nokia E61 smartphone.
Some features [source: Herzog, "a comparison of open source ERP systems]:
- Trade provides purchase, sale, order and warehouse management
- functionality.
- PDM (Product Data Management) allows product definition, variations,
- categorization, bill of materials (BOM) and a multimedia catalog. There is
- also a special PDM module for the apparel industry available, which
- supports all document types required for the handling of fabrics, models,
- sizes, CAD files, etc.
- MRP (Manufacturing Requirements Planning)
- CRM (Customer Relationship Management)
- Accounting
- HR (Human Resources)
- The E-Commerce online shop supports XML based synchronization with
- a backend server.
- CMS (Content Management System) to store, index and classify all
- documents and unstructured data.
- Groupware
Lx-Office
Lx-Office is an Open-Source (GPLv2) solution for enterprise resource planing and accounting. It meets German regulations regarding financial reports and taxes.
It also offers several options for customer relationship management.
Lx-Office is web-based and works with almost every web-browser. The data is stored in a SQL-database (Postgresql). Besides the standard features for accounting, customer and vendor management, quotations, sales orders and invoicing, LX-Office offers a cash box module and an interface for different online-shops.
OpenBravo
Openbravo is an open source ERP solution designed specifically for the SME (small to midsize firm). Developed in a web based environment, it includes many robust functionalities which are considered part of the extended ERP: procurement and warehouse management, project and service management, production management, and financial management. It supports:
- procurement management: Purchase planning, based on production necessities, keeping in mind minimum stock levels, goods receipts dates, and pending requests, Purchase orders. Rates applications: prices, discounts and price limit controls. Warehouse control of goods pending receipt. Correction of orders. Creation of purchase orders from sales orders. Refunds to the vendor. Receipts. Automatic creation from pending order lines. Automation of incoming goods (location according to priority). Refunds to the vendor (according to stocks). Cancellation of delivery notes. Purchase invoices. Application of rates: prices, discounts and control of price limit. Automatic creation from order lines or delivery note lines pending invoicing. Invoicing of goods processed in consignment. order. Cancellation of invoice (leaving pending for invoicing the associated documents). Relationship between orders, delivery notes and invoices. Expense Invoices. Massive printing of documents. Purchasing order reports, vendor invoices.
- Warehouse management: The warehouse management processes built into Openbravo allows the inventory in your organization to always be up to date and correctly valued. The possibility of defining the warehouse structure of your organization to unit level (storage bins) facilitates the exact localization of your stock at any time. Additionally, the capacity for managing product lots and the possibility of using serial numbers assure compliance with the tracking requirements imposed by the majority of industries. Among the features: Warehouses and storage bins (multiple warehouse use available). Stock products in multiple units (for example in kilograms and boxes). Personalized product attributes in the warehouse (color, size, quality description, etc.). Lot and serial numbers. Printing of labels. Barcodes (EAN, UPC, UCC, Code, others.). Management of bundles in warehouses. Restocking control.Traceability configurable by product. Movement among warehouses.Picking strategies (according to stock, with rules of priority by expiry, location, etc.). Physical inventory. Inventory planning. Continuous inventory. Reports of movements, tracking, stock, arrivals/departures, expiry, inventories, locations, etc. Personalized reports.
- Project and service management: This functionality is orientated towards companies whose activities are based on the delivery of projects and services. With relationship to projects, Openbravo allows for the management of budgets, phases, tasks, expenses and purchases related with each individual project. These projects may be related to monitoring construction projects or even sending out and sales and purchase related requests. The service component permits companies to define services and resources and control all activities. These activities may or may not be billable, for internal or external customers, and be monitored for incurred expenses at a detailed level. Functionalities: Project types, phases and tasks. Expenses associated with a project. Made-to-order projects and generation of sales orders from templates. Construction projects. Invoice to origin (by project). Rates by project. Budget report. Tracking of actions regarding budget estimates. Generation of purchase orders. Project reports. Resources. Register of services. Internal expenses. Invoicing of expenses. Invoicing of services. Levels of service. Activities report.
- Production management: Plant structure, production plans, BOM's, MRP, manufacturing orders, job reports, costs of production, work incidences, preventive maintenance types, etc. The production functions and plant management in Openbravo allow a complete shaping of the productive structure of each organization (sections, cost centers and work centers) as well as the relevant data for production: production plans (operation sequences), and products used to make one another. Currently, the functionality provided by Openbravo is orientated towards covering the usual necessities of a discrete production environment: production planning and requests related to procurement using MRP, creation of manufacturing orders, job reports (notification of times and consumption), calculating costs of production, notification of job incidents and maintenance reports. Features: Plant structures. HFG's (Homogeneous Functional Groups) or Cost Centers. Work centers and machines. Materials Requirement Planning (MRP) keeping in mind client requests, existing clients, stock levels, and minimum order quantities. Production plans, with multiple arriving products and multiple departing products. Production orders. Sequence creation and products for each order phase. Confirmations with data relating to the production plan and pre-filled sequence. Calculation of production costs with the possibility of adding indirect costs. Work incidences. Types of equipment and management of each piece of equipment. Preventive maintenance and maintenance types.
- Financial management: The financial management functionality provided by Openbravo is designed to minimize manual data input on behalf of the user, thereby freeing them from tedious, routine tasks and allowing greater focus on other, more value added tasks. This increase in productivity is due to the financial department acting as collector of all the relevant actions generated from the other management departments. This occurs in such a way that these have an automatic reflection in the general accounting, in the accounts receivable and accounts payable as soon as they are produced. The module covers accounting, receivables and payables, assets, amortization.
- Business intelligence: Nowadays, business organizations handle a great deal of data in the practice of their business activities. This does not necessarily mean that they have available to them the necessary information for the management of their enterprise. The BI component of Openbravo, integrated into the management system, will help you to monitor of the state of your company, providing you with the relevant information for decision-making. The predefined balanced scorecard will allow you to verify, through the monitoring of a series of key indicators, if the defined strategy is being correctly implemented in your organization.
Open for Business
http://ofbiz.apache.org/ FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/ofbiz
The Apache Open For Business Project is an open source enterprise automation software project licensed under the Apache License Version 2.0. By open source enterprise automation we mean: Open Source ERP, Open Source CRM, Open Source E-Business / E-Commerce, Open Source SCM, Open Source MRP, Open Source CMMS/EAM, and so on.
Apache OFBiz offers a great deal of functionality, including:
- advanced e-commerce
- catalog management
- promotion & pricing management
- order management (sales & purchase)
- customer management (part of general party management)
- warehouse management
- fulfillment (auto stock moves, batched pick, pack & ship)
- accounting (invoice, payment & billing accounts, fixed assets)
- manufacturing management
- general work effort management (events, tasks, projects, requests, etc)
- content management (for product content, web sites, general content, blogging, forums, etc)
- and much more all in an open source package!
Several ERP systems are based on OfBiz, including Neogia (http://www.neogia.org), OpenTaps (http://www.opentaps.org/) and others.
PostBooks
http://www.openmfg.com/postbooks
PostBooks is a full-featured, fully-integrated accounting, ERP, and CRM system, based on the award winning OpenMFG ERP Suite. Built with the open source PostgreSQL database, and the open source Qt framework for C++, it provides the ultimate in power and flexibility for a range of businesses and industries. It includes the following modules:
- Accounting (general ledger, accounts receivable and payable, bank reconciliation, financial reporting)
- Sales (quotes, order entry, sales reporting, shipping)
- CRM (universal address book, incident management, opportunity management, to-do lists, project management)
- Purchasing (purchase orders, receiving, vendor reporting)
- Product Definition (items, infinite-level bills of material)
- Inventory (multiple locations, other advanced warehouse features)
- Light Manufacturing (work orders, strong support for make-to-order)
- OpenRPT open source report writer
Project-open
http://www.project-open.org/ FLOSSMETRICS link: http://melquiades.flossmetrics.org/projects/project-open
The aim of the finance module is to provide the company's senior management with a real-time view to all relevant financial information of the company. For this purpose ]project-open[ provides a number of specialized modules that cover all important areas of small and medium-sized project organizations. The main features are:
- Finance- Invoicing, Timesheet management, Travel costs, Fixed costs, Provider costs (via Web interface), Cost Center Permissions, Financial reporting, Export interfaces to Excel, KHK Kaufmann, ContaPlus, SQL-Ledger and SAP-FI
- Project Management: The PM module integrates project-related information from all ]po[ modules into "project rooms" or "e-rooms", allowing you to collaborate online with providers and customers (Extranet). Sophisticated access permissions allow you to protect your business critical information. Features: Projects, subprojects and project task, Project templates, Project-related chat rooms, Project reports and -tracking, Risk Management, "Earned Value" project completion tracking, Gantt scheduling, Project filestorage, Project discussions, Project news, Incident management, Import interface to MS-Project, Integration with cost management, Integration with invoicing
- Customer Management: The Customer Management module ("CRM-light") unifies all functionality related to the management or customer relationships. Features: Customer contact management, Integrated customer, interaction history, Online web registration, Customer tracking, Customer classification and status engine, Import interfaces with MS-Outlook and ACT!
- Supplier Management: The Supplier Management Module unifies all functionality related to the management of suppliers in project-oriended organizations. The strategic suppliers for this type of businesses are usually freelancers and other types of human resources, so the boundary between HR and suplier modules is blurry. Features: Supplier contact management, Integrated supplier interaction history, Freelance skill database, Supplier web invoice tracking, Supplier quality module.
- Human Resources Management Module: The Human Resources Management Module mainly deals with the management of staff employees. Features: Employee payroll information, Employee recruitment process, Employee portraits are shown together with their office.
- Knowledge Management Module: Full-text seach engine for Intranet, discussions, wiki, blog, filestorage, extensible permission management to control the access to business critical knowledge resources
- Translation Module: Translation workflow, Translation quality, Translation project status reports, Integration with invoicing module
- Data Warehouse & Business Intelligence: Multidimensional view to all corporate data, Predefined multidimensional cubes, Implementations available for open-source (Mondrian) and commercial (MS-SQL-Server) OLAP servers, Predefined models for extraction of CRM key performance indicators (in collaboration with Loyalty Matrix)
- Systems Integration: Authentication integration with corporate LDAP server, XML-RPC, SOAP and PL/SQL (ODBC) Interfaces.
TinyERP/OpenERP
http://www.tinyerp.com/ http://www.openerp.com/
Tiny ERP (recently renamed OpenERP) is a free ERP and CRM solution. The main technical features are: a GTK2 client, a distributed server, flexible workflows, an object database (on top of PostgreSQL), dynamic GUIs, customizable reports, SOAP and XML-RPC interfaces. More than 200 modules, including:
- accounting: management of general, analytic and auxiliary accounts. Multilevel charts without limitations, management of virtual accounts, ability to work on several fiscal years at the same time managementof partial enclosure. 5 modes of entry: by documents, quick entry in list mode, models, subscription. Automation of counterparts and taxes: by account, by partner or by products. Entries automatically created thanks to the integration of the other modules of Tiny ERP.
- production: Management, Production control, Production planning. Efficient holding of bill of materials and range. Provisions and treatment of stock exception. Integrated scheduler. Multi level bill of materials without any limit on the number of levels. Configurable products and properties. Sample of bill of materials. Substitution of bill of materials. Integration of subcontracting as well as services/tasks. Rebus management. Range for different levels. Quick production or per series. Management of reviews. Tool for duplication of bill of materials. Reutilization of range at different levels for bill of materials. Work per cycle or per hour. Machines, tools, labor. Integrated to general and analytic accounts. Integration of schedules. Planning of estimated expenses and comparisons. Management of variants and models. Multiple units of measure and automatic conversions. Substitutions products. Product properties. Possible automatic update of the cost price. Several production logic. Possible use of DLC, DLUO, alert dates and repurchase date of stocks. Packaging management. Standard tools management SSCC. Management of production lots, consumer lots. Serial number management. 12 code-bar supported. Upstream/downstream traceability. Control and follow-up of technicians. Follow-up of anticipated materials in comparison with really consumed materials. Slide/paste for reordering production orders. Comparison of anticipated and real time by post of responsibility. Automation of series. Consumption and production in several times. Production support at the producers. Support of double units of measure if necessary. Valuing of stock automated. Automated serialization or non automated serialization.
It does integrate a complete CRM system, eProcurement, EDI, manufacturing scheduling using MRP and MRP2.
Wavelet ERP
An integrated ERP designed for franchise and chain stores. It does feature several horizontal and customized modules:
- Trading - This module consists of point of sales features and functionality, from issuing of cashsale, invoice, sales return, purchase return, internal stock transfer across different branches, RMA (Return Merchandise Authorization), and many other functionality are specific for chain store businesses that heavily involved in trading and distributions. It supports various features related to retail industry like auto configuration of Easy Payment Scheme and so on.
- Inventory Module - This module provides various functionality to manage and keep track of inventory in large environment. Users carry out maintenance of inventory master records here, and generate all sort of reports ranging from sales report, stock aging, tracing the inventory path, serial number tracking, and many forms of stock balance reports in matrix format.
- Finance Module - This module allow the users to create Payment Vouchers, Receipt Vouchers, perform Bank Reconciliation, Managing various cash books and reports related to daily operations of the finance department.
- Accounting Module - This module is tightly integrated with all other modules in the system. Users can drill down all the way to the source documents from the balance sheet or profit and loss account. The accounting module also supports multiple companies in the same database, which means group consolidation could be performed on a real time basis across multiple subsidiaries for group accounting.
- Customer Module - This module allow the user to manage customer records, send auto email promotions, and various Account Receivable reports, Monthly Statement, Outstanding Invoices, customer transaction history etc.
- Supplier Module - This module allow you to manage your Account Payables and other supplier information. We provide features and functionality from Purchase Order and other work flow and processes for procurement. As it is tightly integrated with the inventory module, all stocks are updated on a real time basis.
- System Administration - System administration module allow the users to view comprehensive audit trails, manage users, and define detailed permission settings.
- Manager Module - This is a decision support tool for senior managers or directors of the company to gain a bird's eye view of the enter company performance using key statistics and performance indicators within a dashboard.
- Warehouse Management - Our warehouse management module is used by a License bonded warehouse in Singapore. This warehouse module focus on managing the various "lots" in the warehouse, and support up to 4 packing level. Records of permit number, HS Code, and other information could be easily generated from the system.
- E-Commerce - Our e-commerce module comes with a back-end configuration interface to provide easy maintenance of online product catalog, real time order placement with integration with all credit cards (including JCB, DINERS etc), Maybank, RHB Bank, Hong Leong Bank, FPX, BumiPutera Commerce Bank, Mobile Money and Many more. Besides, the front end e-commerce is tied with the back-end order processing, delivery management, trip organization, inventory module, account receivable, finance, accounting etc.
- Customer Loyalty Programme - The module allow the merchant to create member cards, keep track of customer's demography and generate promotional letters etc. The cash rebate voucher feature provides real time synchronization to prevent fraud, as well as updating the accounting module seamlessly.
- Footwear - The footwear module is specifically catered for apparel industry. It supports multiple sizes and colours per article. Most of the functionality in the trading module is included.
- Automotive repair workshops - Our system provides car care companies to keep track of their job sheet, and auto conversion of these job sheets to invoice. Tracking of multiple vehicles per account, and other work flow related to auto care industry. The government service tax reports automatically filter out items that are taxable from the rest.
