FEATURES LIST
Operating Platform:
LAMP (Linux, Apache, MySQL, PHP) +
PhpGroupWare
LAPP (Linux, Apache, PostgreSQL, PHP) + PhpGroupWare
Client – browsers (no client-side scripting support required)
GUI Language (i18n ready) – English, Simplified Chinese,
Traditional Chinese
System Wide Security :-
Concurrent edit/delete safe
Special
transaction filtering mechanism to minimize SQL injection
Script
MD5 checksum verification before execution
Full transaction
post-insert, post-edit, pre-delete image logging
php.ini setting:
registered_globals may be set to [on] or
[off] (with [off] being the recommended setting).
Demo Site: http://ck-erp.org, http://ck-erp.sourceforge.org
Features provided by individual modules (abbreviations: a/cting=accounting, d/d = drilldown, CR = Control Report):
Administration :-
Admin/Setup - setup data tables, build chart
of A/Cs, create test data, delete all data & data tables
Currency - view, edit, copy/modify, delete, add new, view log
Standard Remark - view, edit, copy/modify, delete, add new, view
log
Data Backup, Data Restore, Default Values, View Log, Multiple
Ledger
Contact Management :-
Organization - view, edit, copy/modify,
delete, add new, view log
Person - view, edit, copy/modify,
delete, add new, view log
Contact Code - view, edit, copy/modify,
delete, add new, view log
Contact Category - view, edit,
copy/modify, delete, add new, view log
Import Contact Data –
organization, person, organization<=>person linkage
Audit
CR
Customer Relationship :-
Service Center – customer info,
contact detail, help case, sale case, contract, quotation, so,
invoice, statement
Customer Info - view, statement, o/s invoice,
unbilled so, edit, copy/modify, delete, add new, view log
Helpdesk
cases - view, edit, copy/modify, delete, add new, view log
Sales
cases - view, edit, copy/modify, delete, add new, view log
Customer
contract - view, edit, copy/modify, delete, add new, view log
Credit
Limit - view, edit, view log
CRM category - view, edit,
copy/modify, delete, add new, view log
Audit CR
Customer Self Service :-
Service Center – customer info, contact detail, help case, contract,
quotation, so, invoice, statement
Ledger Reports - Trial Bal, Income Statement, Balance Sheet, Ledger
Listing
Access Rights - view, edit, copy/modify, delete, add new, view log
Vendor Relationship :-
Management Center – vendor info,
contact detail, contact case, contract, po, invoice, statement
Vendor
Info - view, statement, o/s invoice, unbilled po, edit, copy/modify,
delete, add new, view log
Contact cases - view, edit, copy/modify,
delete, add new, view log
Vendor contract - view, edit,
copy/modify, delete, add new, view log
VRM category - view, edit,
copy/modify, delete, add new, view log
Audit CR
Ledger :-
Ledger A/Cs – view, history (with d/d), edit,
copy/modify, delete, add new, view log
Journals – view, edit,
copy/modify, reverse/modify, delete, add new, view log
Attributes
– view, edit, copy/modify, delete, add new, view log
Reports –
Trial Bal. (with d/d), Income Statement, Balance Sheet, Ledger
Listing (with d/d), Ledger CR
[Except for Ledger CR, all reports
may be produced based on a specific attribute]
Bank Reconciliation -
Reconciliation Worksheet – summary,
detail item view
Import Ledger Items into Reconciliation
Worksheet
Ledger Items – view, edit, delete, bulk update, view
log
Bank Statement Items – view, edit, copy/modify, delete, add
new, view log
Suspense Items - view, edit, copy/modify, delete,
add new, view log
Reports – Bank Reconciliation Statement, Bank
Reconciliation Control Report
Inventory :-
Inventory – view, balance/history (with d/d),
edit, copy/modify, delete, add new, view log
Assembly – view,
edit, copy/modify, delete, add new, view log
Alternate
Part/Service – view, edit, copy/modify, delete, add new, view log
Goods Receipt – view, edit, copy/modify, delete, add new, view
log
Goods Delivery – view, delivery note, edit, copy/modify,
delete, add new, view log
Inventory Adjustment – view, edit,
copy/modify, reverse, delete, add new, view log
Audit CR
Service :-
Service – view, edit, copy/modify, delete, add
new, view log
Service Package – view, edit, copy/modify, delete,
add new, view log
Alternate Service/Parts – view, edit,
copy/modify, delete, add new, view log
Audit CR
Accounts Payable :-
Vendor Invoice [with tax] – view,
payment history, a/cting entries, edit, copy/modify, delete, add new,
view log
Tax – view, edit, copy/modify, delete, add new, view
log
Vendor – view, statement, o/s invoice, edit, copy/modify,
delete, add new, view log
Vendor Invoice [no tax]– view,
payment history, a./cting entries, edit, edit (add tax), copy/modify,
delete, add new Invoice/PO matching – view, edit, clear,
(auto-matching of invoice to PO)
Payment – view, print cheque,
edit, copy/modify, delete, add new (auto-matching of payment to
invoice), view log
Report – A/P aging report (with d/d), Vendor
Invoice aging report (with d/d), A/P CR
Convert PO to invoice
Accounts Receivable :-
Customer Invoice[with tax]–view,
receipt history, invoice/reminder, a/cting entries, edit,
copy/modify, delete, add new, view log
Tax – view, edit,
copy/modify, delete, add new, view log
Customer – view,
statement, o/s invoice, edit, copy/modify, delete, add new, view log
Customer Invoice[no tax]– view, receipt history,
invoice/reminder, a/cting entires, edit(add tax), copy, delete, add
new, view log
Invoice/SO matching – view, edit, delete,
(auto-matching of invoice to SO)
Receipt – view, official
receipt, edit, copy/modify, delete, add new, (auto-matching of
receipt to invoice), view log
Report–A/R aging report (with
d/d), Customer invoice aging report (with d/d), A/R CR
Bulk
emailing of official invoice/reminder, customer statement
Convert
SO to invoice
Purchase Order :-
Purchase Order [with tax] – view, billing
history, official PO, edit, copy/modify, delete, add new, view log
Tax – view, edit, copy/modify, delete, add new, view log
Vendor
– view, Unbilled PO, edit, copy/modify, delete, add new, view log
Purchase Order [no tax] – view, billing history, official PO,
edit, copy/modify, delete, add new, view log
Report – PO Audit
CR
Bulk emailing of official PO
Sales Order :-
Sales Order [with tax] – view, billing
history, order acknowledgement, edit, copy/modify, delete, add new,
view log
Tax – view, edit, copy/modify, delete, add new, view
log
Customer – view, Unbilled SO, edit, copy/modify, delete,
add new, view log
Sales Order [no tax] – view, billing history,
order acknowledgement, edit, copy/modify, delete, add new, view log
SO/Quotation matching – view, edit, clear (auto-matching of SO
to Quotation)
Report – SO Audit CR
Bulk emailing of order
acknowledgement
Convert Quotation to SO
Quotation :-
Quotation [with tax] – view, official
quotation, edit, copy/modify, delete, add new, view log
Tax –
view, edit, copy/modify, delete, add new, view log
Customer –
view, edit, copy/modify, delete, add new, view log
Quotation [no
tax] – view, official quotation, edit, copy/modify, delete, add
new, view log
Report – Quotation Audit CR
Bulk emailing of
official quotation
POS for Cashier :-
Cash Sale [with tax] – view, sales memo,
edit, copy/modify, delete, add new, view log
Cash Sale [no tax] –
view, sales memo, edit, copy/modify, delete, add new, view
log
[simple one level tax-on-tax, all payment methods may have
multiple tenders]
POS for Manager :-
CashBox Transaction(start/end-of-shift,
cash-in/out) – view, edit, copy/modify, delete, add new, view log
Quasi-Cash Balance (with d/d)
CashBox/Drawer – view, edit,
copy/modify, delete, add new, view log
Special Price – view,
edit, copy/modify, delete, add new, view log
AddOn
Charge/Reduction – view, edit, copy/modify, delete, add new, view
log
Quasi-Cash – view, edit, copy/modify, delete, add new, view
log
Tax – view, edit, copy/modify, delete, add new, view
log
Report – List of shift end cash balances (with d/d), POS CR
Human Resources -
Employee Info - view, edit, copy/modify,
delete, add new, view log
Photo - browse, preview, update
Address
- insert/delete row, reload from employee record, post
Phone -
insert/delete row, reload from employee record, post
Email -
insert/delete row, reload from employee record, post
Emergency
Contact - insert/delete row, reload from employee record, post
Important Dates - insert/delete row, reload from employee record,
post
Leave Record - insert/delete row, reload from employee
record, post
Performance Review - insert/delete row, reload from
employee record, post
Role - insert/delete row, reload from
employee record, post
Attendance - view, edit, copy/modify,
delete, add new
Timesheet - view, edit, copy/modify, delete, add
new
Leave Application - view, edit, copy/modify, delete, add
new
Department - view, edit, copy/modify, delete, add
new
Achievement(Code) - view, edit, copy/modify, delete, add
new
HR Code/Abbreviation - view, edit, copy/modify, delete, add
new
Report - Human Resources Notification List, Human Resources CR
Staff Self Service -
(Staff) Sign in/Out, My Attendance, My
Leaves, My Payroll, My Personnel Info
Timesheet - view, edit,
copy/modify, add new
Leave Application - view, edit, copy/modify,
add new
Expense/Allowance Claim – view, edit, copy/modify, add
new
Approve/Reject Applications (Supervisor Only) - Staff
Timesheet, Staff Leave Application, Staff Expense/Allowance Claim
Payroll -
Individual Staff Payroll Master – view, edit,
copy/modify, add new, view log
Non-recurring Payroll Item –
view, edit, copy/modify, add new, view log
Generate Bulk Payroll –
Test Run, Generate Payrol/Journal/History, Email Salary Advice
Salary
Payment – print cheque, payment journal view, delete, view
log
Allowance/Deduction Type – view, edit, copy/modify, add
new
Deduction/Tax Type – view, edit, copy/modify, add
new
Company Contribution – view, edit, copy/modify, add
new
Report – Payroll CR
Notes: Auto-matching or auto-allocation is done by matching
against the oldest exact amount or via a FIFO scheme.
Last Updated: 2005-1-17