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