webERP Manual

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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 Account Purchase Price Variance Account Material Usage Variance Account Type of Resource Inventory Location Maintenance Inventory Adjustments 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 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 Salespeople Code Salesperson Name, Telephone and Fax Numbers Salesperson Commission Rates and Breakpoint Currencies Currency Abbreviation Currency Name Country of Currency Hundredths Name Exchange Rates Sales Types / Price Lists Sales Types / Price Lists Sales Type Code Sales Type Description Payment Terms 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 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: Prices and Discounts 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 Sales Analysis Report Headers Sales Analysis Report Columns Automating Sales Reports Sales Orders Sales Orders Sales Order Functionality Entry of Sales Orders Sales Orders - Selection of the Customer and Branch Selection of Order Line Items Delivery Details Modfiying An Order Quotations Recurring Orders Shipments Shipments Shipment General Ledger Posting Creating Shipments Shipment Costings Closing a Shipment Manufacturing Manufacturing Overview General Ledger Implications Work Order Entry Work Order Receipts Work Order Issues Closing Work Orders 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 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 Re-Apply Standard Costs to Sales Analysis Change A Customer Code Change An Inventory Code Make Stock Locations Repost General Ledger from Period Development - Foundations Directory Structure session.inc header.inc footer.inc config.php PDFStarter.php Database Abstraction - ConnectDB.inc DateFunctions.inc SQL_CommonFuctions.inc 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