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