ERPmine Plugin Adhi Software Pvt Ltd Version 3.0 Dhineshkumar R

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Presentation transcript:

ERPmine Plugin Adhi Software Pvt Ltd Version 3.0 Dhineshkumar R http://www.adhisoftware.co.in

Content Time & Expense Attendance Payroll CRM Billing Accounting Purchasing Inventory Settings Reports REST API / Hooks

Introduction Open Source, Free ERP Modules:

Timesheet Each Row is a unique project, issue & activity.

Expense Sheet An additional field - currency. Log expenses incurred on project/Issue/Activity

Approval System

Attendance Allows user to clock in and clock out TE Admins can edit other user's attendance

Attendance – Leave summary Shows accruals and leave taken Scheduler will be run at start of each month to calculate accruals

Payroll User can view salary and User salary settings. Scheduler generates salary at each pay period.

User Salary Settings TE Admin can override the payroll settings for individual users

Leads Leads are sales prospects, may convert into a Account or Contact

Accounts Accounts are clients Bills are generated per Account or Project.

Contacts Create may work for an account

Opportunities Sales opportunity for accounts / contacts

Activities Sales activity for leads,accounts,contacts

Billable Projects Invoices generated only for Billable Projects. Itemized bill, applicable taxes, Billing type

Invoice Project is either Time & Material or Fixed Cost Invoice Items are related to Issues

Payments Payments against invoice and posts to Accounting.

Accounting - Transaction Create/update Financial Transaction and view the list of transaction

Accounting - Ledgers Create/update the Ledgers and view the list of ledgers.

Purchasing - RFQ Create a Request For Quote (RFQ)

Purchasing - Quote Create Quotes and select Winning Quote

Purchasing – Purchase Order Creating Purchase Order from winning quote

Purchasing – Supplier Invoice Create Supplier Invoice from its PO.

Purchasing – Supplier Payment Supplier Payments against supplier invoice.

Inventory - Product Product is defined by category, Attribute, Unit of Measure and Taxes.

Inventory – Product Item An Item is combination of Product, brand, model and attributes.

Inventory - Shipment Shipment is a collection of items received from a supplier.

Inventory – Log Material Log material against a issue or project.

ERPmine - Reports AR Aging Payroll Attendance Profit & Loss A/C Balance Sheet Expense Sheet Lead Conversion Payslip Stock Payroll Profit & Loss A/C Sales Activity Spent time Time Sheet Purchasing Cycle

Settings Several Settings are available from the plugin

REST API Time & Expense API supports the following List Time & Expense sheets Create Time & Expense sheet Get Time & Expense sheet Update Time & Expense sheet Delete Time & Expense sheet Delete Time & Expense entries

Code Hooks T&E supports code hooks so it can be extended seamlessly. The following are the hooks controller_check_permission controller_check_approvable controller_check_editable controller_set_view_projects controller_set_manage_projects controller_edit_timelog_permission controller_get_manager view_te_filter view_member_dropdown view_wktime_menu controller_project_member controller_group_member controller_get_member controller_check_locked controller_get_permissible_projs

Customization For any Customization / Support, please contact us, our consulting team will be happy to help you Here are the Customizations we have done for our clients: Monthly Calendar – Puny Human Supervisor Approvals – Fotonation Limit Non Submission Mail - Lyra Network

Information Download from following links http://www.redmine.org/plugins/wk-time https://github.com/dhanasingh/redmine_wktime Rate us at http://www.redmine.org/plugins/wk-time Contact Us Adhi Software Pvt Ltd http://www.adhisoftware.co.in info@adhisoftware.co.in +1 732 202 5490 +91 44 27470401