Revision [816]

This is an old revision of WeberpFeatures made by PhilDaintree on 2007-11-11 19:48:46.

 

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Security

*Users can be defined with access to only certain options.
*Incorrect entry of password
blocks the account until reset by the System Administrator.
*Pages can be encrypted using SSL.
*Users can be defined to see only certain modules on the main menu.

Order Entry

*Customer orders can be
entered and maintained and referenced back to the customer’s
order number.
*The cumulative quantity on
order for a stock item shows as a demand in stock status inquiries.
*The cumulative quantity on
order for assembly items shows the demand against its components in
the stock status inquiries.
*The quantity of the order
left to invoice is maintained and updated for invoices and credit
notes raised against the order.
*The orders entered can be
invoiced directly with little or no additional input.
*Multiple dispatches are
possible from a single order. Order retains references to each
dispatch.
*Differences from the order
are logged when dispatches are not the same as the ordered
quantities for reporting delivery in full on time.
*Pricing automatically
returned based on the customer sales type, branch and currency.
*Quantity break discounts
across a range of products are automatically calculated based on a
discount matrix.
*Packing slips printable on
laser or pre-printed stationery.
*User selectable inventory
location to pick from.
*Automatic freight
calculations based on shipping method and delivery address. Orders
calculate weight and cubic based on item unit weight and cubic.
*Free form
entry of delivery addresses – defaulting to the customer
branch physical address.
*Complex taxes,
different rates depending on the branch to ship to and the inventory
location shipping from as well as the item.

Accounts Receivable

*Overdues inquiry that takes
into account delivery days to the customer’s branch and the
actual (user definable) payment terms applicable to the customer,
supported by detailed inquiry of actual invoices overdue.
*Full on-screen inquiry on a
customer's account, complete with invoice details and narrative
which appeared on the invoice. Drill down to source document –
invoice or credit note.
*Inquiries on payments
received will show how a payment was allocated to invoices and the
difference on exchange attributable to each invoice.
*Full integration with stock
records and general ledger - a full trail of journals for each
transaction is maintained – a drill down to the general ledger
transactions for each transaction on a customers account is
available from the customer inquiry page.
*Flexible general ledger
postings for sales and if required as well cost of sales based on
sales area and product category. General ledger integration is
optional.
*Open item - full analysis
of the outstanding balance is maintained and printed on statements
for maximum information to the customer.
*Statements can show
transactions settled this month or only outstanding transactions as
at the date of printing.
*Flexible user definable
sales analysis reports to pdf or spreadsheet (csv – comma
separated values). Report definitions can be saved for re-running or
automating email delivery from a scheduled job.
*Retrospective –
de-allocation and re-allocation of receipts or credit notes against
charges with re-calculation of differences on exchange and
corresponding general ledger journals.
*Any number of
branch – delivery addresses can be added serviced by different
sales people with different tax authorities and different areas for
sales analysis purposes.
*Unlimited
accounts and unlimited number of branches (ship to addresses) for
each account.
*Shipping
method updated by branch.
*Customer
accounts can be in any currency. Individual rate for each invoice,
default to currency table rate.
*Invoices and
credit notes created in pdf.
*Email of
invoices and credit notes.
*Credit notes
can be produced automatically taking the details of a selected
invoice for subsequent modification.
*Transaction
inquiries show sequence of invoices, credit notes and receipts
entered.

Inventory

*Unlimited number of
warehouses (stocking locations), stock quantities are maintained for
an unlimited number of locations.
*Selling prices for a stock
item can be set for each sales type defined in any (and all)
currency (ies) allowing great pricing flexibility. Pricing can also
be set specific to an individual customer account or even a specific
customer branch.
*Automatic back ordering.
Sales orders yet to be delivered can be automatically back ordered
at the time of invoicing or the balance of the order canceled as
appropriate.
*A history of stock
movements is maintained by stock item.
*Allows Dummy (service)
stock items which can be invoiced, priced, costed but with no stock
record maintained for items such as labour or services.
*Kit-set parts can be
defined. An order for a kit-set part explodes into the components
defined for the parts at the predefined quantities as extended by
the number of the kitset item ordered all priced individually. These
component quantities are then available on the order for
modification by the user.
*Assembly parts can be
defined in a similar way to kitsets. These parts exist only for
ordering, pricing, invoicing and sales analysis. No stock balance is
maintained, instead the quantities of the components are updated in
proportion to the quantity defined in the assembly.
*Invoice and credit note
inquiries are linked to stock movements so the detail of items sold
on an invoice can be queried calling up the actual invoice or credit
note that caused the stock movement.
*Standard cost maintained
and valuation reports.
*Inventory usage by month
inquiry by location and over all locations.
*Inventory planning report
showing the last 4 months and the current months sales –
including sales of assembly components.
*Receiving
inventory against purchase orders creates journals in the general
ledger to reflect the increase in stock value and the amount owing
to a supplier.
*Stock
transfers to other inventory locations can raise transfer dockets.
*Re-order
quantities can be maintained.
*Inventory
adjustments can create general ledger entries to reflect write on or
off of stock value.
*Inventory cost
changes can create general ledger entries to reflect write on or off
of stock value.
*A stock taking
system allows business to continue recording system stock quantities
at the time of counting – adjustments created based on these
quantities and the sum of all quantities entered as counted for the
item. General ledger integration creates the necessary journals to
reflect the changes to stock values.
*Controlled
items – allow referencing of each stock movement to the
bundles/batch references.
*Serialiased
inventory allows controlled items to be in units of one. Ie a
reference for each individual item.

Purchasing

*Purchase orders and
suppliers can be in any currency.
*Supplier item descriptions
and pricing (in the currency of the supplier) for purchased items
can be maintained. Purchase orders automatically use these prices.
The same item can be purchased from many different suppliers.
*Quantities on
order show on inventory status inquiries – by inventory
location to receive into. Quantities on order also show on planning
reports.
*Goods received
can be entered up to the purchase order quantity plus a user
definable percentage allowance for over delivery.
*Goods received
are sequenced as a GRN and a record is retained for every stock
movement referenced to the GRN.
*Purchase
orders record the quantity received and the quantity invoiced as
well as the original quantity ordered.
*Purchase
orders can be emailed to one of the defined supplier contacts email
addresses.
*Inventory
planning report can be produced based on a 3 or 4 month lead time
showing suggested quantities to purchase based on the maximum of the
prior 3 months usage.
*Purchase
orders can be entered for nominal items – ie non-stock items
with a general ledger code to be entered to specify how the general
ledger integration postings should be made.
*Shipment
costing can be set up across several purchase orders from the same
supplier choosing only those lines that have been dispatched
together. Costs entered against these lines and against the shipment
(from AP) are apportioned across all lines. Shipment costing allows
for automatic updating of standard costs on closing shipments.

Accounts Payable

*Suppliers can be defined in
any currency.
*Invoices can be entered
against goods received with a user definable allowance for over
invoicing. Thus ensuring payment is only made for goods received.
*Invoices can be entered as
a cost of a shipment for apportionment between the items on the
shipment.
*An aged listing of balances
is available as a pdf showing either summary balances or the detail
invoice by invoice of the balance of the account.
*Retrospective allocation or
deallocation of payments to invoices. With differences on exchange
reported.
*Supplier invoices cannot be
entered with the same reference as prior invoices.
*Supplier invoices/credits
can be entered against the internal record of goods received from
the supplier. Providing an internal check to ensure only those goods
received are paid for.
*Supplier invoices for
freight/duty etc can be charged against shipments – from other
suppliers.
*Supplier invoices can be
entered directly against multiple general ledger codings.
*Inquiry on Suppliers
account shows all transactions.
*Fully integrated general
ledger postings – keeps the creditors control account in line
with the supplier balances in local currency.
*Payment run creates payment
transactions based on payment of all due invoices – not
flagged as held.

Bank

*As many bank
accounts as required can be set up – details and account
number can be held against the bank account definition.
*Transfers
between accounts are automatically detected by entry of payment to
another bank account – or receipt.
*Bank
transaction matching to bank statements show outstanding
payments/receipts only or all depending on selections.
*Online
reconciliation statement based on matched and all entered
transactions.

General Ledger

*Automatically
maintained periods, reporting over any range of periods – no
and Profit and Loss Statements
*Reporting
against budget
*Inquiry on any account over
any period.
*Posting journals into any
number of periods ahead or periods before.
*Reversing journals.
*Automatic posting –
no separate process to run to post general ledger transactions.
*Extensive narrative on
journals created by sub-ledgers (AP/AR).
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