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Table of Contents

• Introduction
• Why another accounting program?

• Requirements
• Hardware requirements
• Software requirements
• Using webERP with a Wiki

• Getting started
• Prerequisites
• Copying the PHP Scripts
• Creating the database
• Editing config.php
• Logging in for the first time
• Themes and GUI modification
• Setting up users

• Security schema

• Creating a new system
• Running the Demonstration database
• Setting up a system
• Setting up inventory items
• Entering inventory balances
• Inventory Ledger integration to General Ledger issues
• Setting up customers
• Entering customer balances
• Reconciling the debtors ledger control account
• Finally

• System Conventions
• Navigating the menu
• Reporting

• Inventory (aka "Stock")
• Overview
• Inventory system features
• Inventory categories
• Adding inventory items
• Item code
• Part descriptions
• Categories
• Unit of measurement
• Economic order quantity
• Packaged volume
• Packaged weight
• Units of measure
• Current or obsolete
• Make or buy
• Setting up assembly items
• Controlled
• Serialised
• Bar code
• Discount category
• Decimal places
• Inventory costing
• Material cost
• Labour cost
• Overhead cost
• Standard costing considerations
• Actual cost
• Alterations to labour cost, material cost or overhead cost
• Selecting inventory items
• Amending inventory items
• Changing a category
• Alterations to the Make or Buy flag
• Inventory categories
• Inventory category code
• Inventory category description
• Balance sheet inventory GL account
• Inventory adjustments GL posting sccount
• Purchase price variance account
• Material usage variance account
• Type of resource
• Inventory location maintenance
• Inventory adjustments
• Internal inventory requests
• Inventory location transfers
• Inventory reports and inquiries
• Inventory status inquiries
• Inventory movement inquiries
• Inventory usage inquiries
• Inventory valuation report
• Inventory planning report
• Inventory checks

• Accounts Receivable
• Overview
• Features
• Entering new customers
• Customer code
• Customer name
• Address line 1,2,3 and 4
• Currency
• Invoice discount
• Prompt payment discount
• Customer since
• Payment terms
• Credit status or rating
• Credit limit
• Invoice addressing
• Entering customer branches
• Branch name
• Branch code
• Branch contact/phone/fax/address
• Sales person
• Draw stock from
• Forward date from a day in the month
• Delivery days
• Phone/fax/email
• Tax authority
• Disable transactions
• Default freight company
• Postal address 1,2,3 and 4
• Amending customer details
• Shippers

• Creating Credit Notes
• Crediting an Invoice
• Creating Credit Notes Manually
• Allocating Credit Notes

• Accounts Payable
• Overview
• Features
• Entering new suppliers
• Supplier code
• Supplier name
• Address line 1,2,3 and 4
• Supplier since
• Payment terms
• Bank particulars/reference
• Bank account number
• Currency
• Remittance advice

• Sales People
• Salesperson records
• Salesperson code
• Salesperson name, telephone and fax numbers
• Salesperson commission rates and breakpoint

• Sales Commission
• Overview
• Commission calculation methods

• Sales types/price lists
• Sales type code
• Sales type description

• Payment terms
• Payment terms code
• Payment terms description
• days before due/day in following month when due

• Credit status
• Credit status ratings
• Status code
• Status description
• Disallow invoices

• Prices and Discounts
• Pricing overview
• Maintaining prices
• Discount matrix

• Accounts Receivable Transactions
• Invoicing an order
• Selecting an order to invoice
• Producing an invoice from a selected order
• Credit notes
• Entry of receipts
• Receipts - customer
• Receipts - Date
• Receipts - currency and exchange rate
• Receipts - payment method
• Receipts - amount
• Receipts - discount
• Receipts - allocating to invoices
• Differences on exchange
• Receipts processing
• Deposits listing
• Allocate credits to a customer's account

• Accounts receivable inquiries
• Customer inquiries
• Customer account inquiries
• Transaction detail inquiries

• Accounts receivable reports
• Customers - reporting
• Aged customer balance listing
• Customer statements
• Customer transaction listing options
• Printing invoices or credit notes

• Sales analysis
• Sales analysis report headers
• Sales analysis report columns
• Automating sales reports

• Sales orders
• Sales order functionality
• Entry of sales orders
• Sales orders - selection of the customer and branch
• Selection of order line items
• Delivery details
• Modifying an order
• Quotations
• Recurring orders
• Counter sales - entering sales directly
• Managing discounts by product group and customer group (Matrix)

• Picking Lists
• Generate/Print Picking Lists
• Maintain Picking Lists

• Purchase ordering
• Overview
• Purchase orders
• Adding a new purchase order
• Authorising purchase orders
• Receiving purchase orders

• Supplier Tenders
• Overview
• Creating A Tender
• Editing A Tender
• Supplier Offers
• Actioning An Offer

• Shipments
• Shipment general ledger posting
• Creating shipments
• Shipment costings
• Closing a shipment

• Contract Costing
• Contract costing overview
• Creating a new contract
• Selecting a contract
• Charging against contracts

• Manufacturing
• Manufacturing overview
• General ledger implications
• Work order entry
• Work order receipts
• Work order issues
• Closing work orders

• Labour
• Overview
• Employees
• Timesheets

• Quality Assurance
• Overview
• Tests Maintenance
• Product Specifications
• Copying Specification
• Print Product Specification
• Logging Samples
• Entering Test Results
• Print Certificate of Analysis
• View Historical Results

• Material requirements planning
• MRP Overview
• Base data required
• Production calendar
• Master (Production) Schedule
• Running the MRP calculation
• How it works
• MRP Reports

• General Ledger
• General ledger overview
• Account groups
• Bank accounts
• Bank account payments
• General ledger integration setup
• Sales journals
• Stock journals
• EDI
• EDI setup
• Sending EDI Invoices

• Petty cash management system
• Overview
• Setup general parameters

• Fixed Assets Manager
• Fixed assets overview
• Creating a fixed asset
• Selecting fixed assets
• Depreciation run
• Fixed asset schedule
• Maintenance tasks

• Setup
• General Setup Options
• Receivables/Payables Setup
• Inventory Setup

• Tax
• Tax calculations
• Overview
• Setting up taxes
• Sales only within one Tax Authority example - 2 Tax levels:
• Sales only within one Tax Authority example - 3 Tax Levels:
• Sales within two Tax Authorities example - 3 tax levels:

• SQL Report Writer
• Report writer introduction
• Reports administration
• Importing and exporting reports
• Editing, copying, renaming, reports
• Creating a new report - identification
• Creating a new report - page setup
• Creating a new report - Specifying database tables and links
• Creating a new report - specifying fields to retrieve
• Creating a new report - entering and arranging criteria
• Viewing reports

• Multilanguage
• Introduction to multilanguage
• Rebuild the system default language file
• Add a new language to the system
• Edit a language file header
• Edit a language file module

• Special utilities
• Reapply standard costs to sales analysis
• Change a customer code
• Change an inventory code
• Make stock locations
• Repost general ledger from period

• EDI
• EDI Setup
• Sending EDI Invoices

• Development - Foundations
• Directory structure
• session.php
• header.php
• footer.php
• config.php
• PDFStarter.php
• Database abstraction - ConnectDB.inc
• DateFunctions.inc
• SQL_CommonFunctions.inc

• API Tutorial

• API Function reference

• Development Structure
• Sales orders
• Pricing
• Delivery and freight charges
• Finding sales orders
• Invoicing
• Accounts receivable/debtors accounts
• Accounts receivable receipts
• Accounts receivable allocations
• Sales analysis
• Purchase orders
• Inventory
• Stock inquiries
• Accounts payable
• Supplier payments

• Contributors - Acknowledgements