You will find in this section the entire description of each modules with many screenshots.
Accounting
Accounting
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Accounts
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ERP5 comes with a complete accounting solution which has been certified by accountants. The report system allow you to print automatically the general ledger, balance, results etc...
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In order to do your accounting, you will need to set up account. Thanks to ERP5 account system specification, you are able to do your accounting in many different accounting plan.
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Base
Currencies
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Organisations
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Persons
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Thanks to the Currencies module, ERP5 is able to manage your transactions in many different currencies.
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The Organisation module helps you store the informations about all the companies you are working with.
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The Persons module helps you to store the informations about all the contacts you have in your everyday business.
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PDM
Products
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Services
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Define your offer in the product module: set the prices, pictures and description of each of your product.
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Service module is designed to define and store the details of the different services you buy or purchase.
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Trade
Inventories
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Purchase Orders
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Purchase Packing Lists
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Inventories are here to let you manage you stocks properly within ERP5.
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Purchase orders in ERP5 aim at materializing the purchase operations you do with your suppliers.
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When you purchase goods from your suppliers, you can materialize the shipment on a Purchase Packing List in ERP5, on which you can define the shipment conditions, as well as the shipping and delivery dates.
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Purchase Trade Conditions
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Sales Order
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Sales Packing Lists
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As it is time consuming to create and define the same purchase Orders all the time, ERP5 has been equiped with an Order Template system called Trade Conditions.
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Sale orders in ERP5 aim at materializing the sales you do to your clients.
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When you sell goods to your clients, you can materialize the shipment on a Sale Packing List in ERP5, on which you can define the shipment conditions, as well as the shipping and delivery dates.
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Sales Trade Conditions
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As it is time consuming to create and define the same Sale Orders all the time, ERP5 has been equiped with a Order Template system called Trade Conditions.
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CRM
Campaigns
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Events
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Meetings
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Coming Soon
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Coming Soon
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Coming Soon
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ERP5 CRM solution is based on Campaigns. This module will help you to organise every interaction you have with your clients.
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Events in ERP5 are used to materialize the interactions that you or your team can have with your business partners, prospects or clients.
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Meetings are a part of ERP5 possible interaction within the CRM module.
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Sales Opportunities
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Support Requests
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Coming Soon |
Coming Soon |
The Sale opportunity module has been designed to organise your Sales Opportunities. Sales Opportunities in ERP5 will help you to manage your sales force more efficiently.
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The support request module aims at gathering the complaints and questions of your clients in order to optimize your answers.
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DMS
Documents
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Images
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Web Pages
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Coming Soon |
Coming Soon |
Coming Soon |
ERP5 Document module helps you import and store your documents online and share them with your staff.
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Image module are used to manage various formats of image files to share them with your staff.
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Web page module allows you to manage and share information as HTML with rich WYSIWYG editor.
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