=== WP ERP === Contributors: tareq1988, wedevs, sabbir1991, asaquzzaman Tags: small business, SME, contact, contacts, CRM, Customer Relationship Management, employee, leave management, hr, hrm, human resource management, job, jobs, job listing, lead management, opportunity, schedule, task, lead, holiday, company Requires at least: 4.4 Tested up to: 4.5.3 Stable tag: trunk License: GPLv2 Donate Link: https://tareq.co/donate An Open Source HR, CRM & Accounting Solution for WordPress == Description == WP ERP is the framework for weDevs's enterprise resource management system. This plugin includes - = Core Modules = * HR Module * CRM Module * Accounting Module = Other Modules = * Project Management via [WP Project Manager](https://wordpress.org/plugins/wedevs-project-manager/) = Links = * [Github](https://github.com/wp-erp/wp-erp/?utm_medium=referral&utm_source=wordpress.org&utm_campaign=WP+ERP+Readme&utm_content=Repo+Link) * [Documentation](https://wperp.com/documentation/?utm_medium=referral&utm_source=wordpress.org&utm_campaign=WP+ERP+Readme&utm_content=Home+Page) * [Project Site](https://wperp.com/?utm_medium=referral&utm_source=wordpress.org&utm_campaign=WP+ERP+Readme&utm_content=Home+Page) * [Extensions](https://wperp.com/?utm_medium=referral&utm_source=wordpress.org&utm_campaign=WP+ERP+Readme&utm_content=Downloads) = Core Features = * Own company profile * Branch Listing * WordPress admin dashboard customizing features * Audit log to check overall workflow * 44 Currency Support * Notification emails with custom templates and shortcode support = HR Module Features = * Employee profile * Department listing * Designations listing * Announcement for specific employee * Leave request management * Leave policy * Holiday management = CRM Module Features = * Lead listing * Opportunity listing * Customer listing * Notes for each lead which can be only viewed by employee, HR manager and Admin * Built in email communication system * Logging feature for each event. Like- call, email, meeting, SMS * Create a schedule and get notified via mail. * Company profile listing * Overall activity overview * Group contacts depending on various factors = Accounting Module = * Invoice - Create invoice for your customer for any sales. * Payment - Add payments to the against the invoices. * Payment Voucher - Add your direct cash and bank purchases. * Vendor Credit - Purchase in credit from vendors. * Journal Entry * Chart of Accounts * Bank Accounts * Tax management * Reporting - Trial Balance, Balance Sheet, Income Statement = Contribute = This may have bugs and lack of many features. If you want to contribute on this project, you are more than welcome. Please fork the repository from [Github](https://github.com/wp-erp/wp-erp). = Checkout Our Other Products = * [Dokan - Multivendor Plugin](https://wedevs.com/products/plugins/dokan/?utm_medium=referral&utm_source=wporg&utm_campaign=WP+ERP+Readme&utm_content=Dokan) * [WP User Frontend Pro](https://wedevs.com/products/plugins/wp-user-frontend-pro/?utm_medium=referral&utm_source=wporg&utm_campaign=WP+ERP+Readme&utm_content=WP+User+Frontend+Pro) * [WP Project Manager](https://wedevs.com/products/plugins/wp-project-manager-pro/?utm_medium=referral&utm_source=wporg&utm_campaign=WP+ERP+Readme&utm_content=WP+Project+Manager) == Installation == ###Automatic Install From WordPress Dashboard 1. Login to your the admin panel 2. Navigate to Plugins -> Add New 3. Search **WP ERP** 4. Click install and activate respectively. ###Manual Install From WordPress Dashboard If your server is not connected to the Internet, then you can use this method- 1. Download the plugin by clicking on the red button above. A ZIP file will be downloaded. 2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload. 3. Click choose file, select the plugin file and click install ###Install Using FTP If you are unable to use any of the methods due to internet connectivity and file permission issues, then you can use this method- 1. Download the plugin by clicking on the red button above.A ZIP file will be downloaded. 2. Unzip the file. 3. Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too. 4. Upload the folder to wp-content/plugins/ 5. Log in to your WordPress dashboard. 6. Navigate to Plugins -> Installed 7. Activate the plugin == Screenshots == 1. Plugin on-boarding 2. HR Dashboard 3. Employee Listing 4. Creating a new employee 5. Employee details page. 6. Employee profile job tab, keep track of every salary increment, status changes and department/location changes. 7. See the leave history and balances. 8. Analyze employee performance by rating in various metrics 9. Manage permissions and who can do what. 10. Departments management 11. Designation management 12. View detailed reports on your HR 13. Leave policies for your company 14. Manage leave requests from your employees. 15. CRM dashboard 16. Contacts list 17. Contact details page, log calls, meetings, tasks and schedule everything from a single page. 18. Search your contacts with a advanced search area, everything and save those searches. 19. Filter contacts with saved searches. 20. All the activities across your contacts and companies in a single page and filterable. 21. Schedules page, see whom to call, have a meeting and manage them. 22. Manage your company details, add locations if you have multiple branches/locations. 23. We log everything whats happening across the system and log everything for easy audit logging. 24. Accounting Dashboard 25. Sales transactions list 26. Expense transactions list 27. Creating new invoice (sales) 28. Creating a basic journal entry. 29. Bank Accounts 30. Chart of accounts listing == Frequently Asked Questions == **Q.** Do you have any limit on customers, users or clients?   => No. We did not put any limit on anything. You can create as much entries as you want. == Changelog == **v1.1.2 -> June 26, 2016** * [new] Settings for invoice formatting * [new] Set submit group button for sales payment and invoice * [new] Set submit group button for expense payment voucher and vendor credit * [new] Add email search in contact and company listing * [new] Display dropdown text instead of value in save search filter details * [new] Add contact group filter option in saved search segment * [new] Added Iranian Rial currency and change India currency symbol * [new] Bulk users to contacts importer tools added * [new] Contact Forms Integration: add contact owner field * [new] Added localization for js string in activity feeds * [new] CSV sample file generator added * [fix] Transaction update time check for invoice number uniquness * [fix] Transaction due date should be greater than issue date * [fix] Leave request quota validation problem when apply leave * [fix] Select2 rendering problem in expense * [fix] Defualt invoice prefix set at transaction time * [fix] Error message problem fixed when company settings updated * [fix] Employee edit their own Employee ID * [fix] Employees without manager or agent permission are listed in Activities page - Create By filter * [fix] Contact Source is not showing in single view sidebar in CRM * [fix] User's role isn't showing correctly on edit page * [fix] Fixing select2 derective issues * [fix] Announcement select2 issue fixed when select employee * [fix] Leave policy rendering problem in employee my profile page * [fix] HR dashboard calendar loading error * [fix] Contact editing problem * [fix] Line breaking problem in announcement email * [update] Transaction insert form filtering for table row and column * [update] Currency schema update * [update] Update query according with submit group button for sales and expenses * [update] transaction table column name change from invoice to invoice_number * [update] Table column field length increase for decimal type * [update] Set default invoice prefix * [update] Customer and vendor fields are required when add new transaction * [update] Vendor name is required when new verndor is created * [update] Save search labeling change to search segment * [update] Users to contacts tool progress changes * [update] CRM contacts CSV imported improvements * [update] Change crm activity component structure for extending thirdparty integration * [update] Change invoice url format for sharing * [update] Set wp mysql timezone instead of carbon **v1.1.1 -> June 22, 2016** * [fix] Accounting report query optimzation * [fix] Partial payment amount problem fixed * [fix] Contact and company permission problem fixed for CRM agent * [fix] Bulkaction permission fixed for contact and company listing * [fix] Javascript null date problem fixed * [Fix] Fixed enable disable problem at reference number entry time * [Fix] Save search dropdown default value problem fixed * [Fix] Fixed CRM contact table after a bulk action, items don't get deselect * [Fix] Fixed schedule calander styling problem * [fix] CRM agent permission problem fixed * [fix] Fix assign group permission problem * [fix] Fix assign contact issue when deal with wp user contacts * [fix] Contact group edit and assign problem fixed * [fix] Fixed total number counting when add new contact * [fix] Fixed schedule notification problem * [fix] Timeline date issue in contact single page * [new] Added loading effect when assign contact owner * [new] Invoice number generator functionality in accounting * [new] Added support for Omanian Rial currency * [new] Added some filter and action hook in sales transaction * [new] Added restore functionality in HRM employee table * [new] Export invoices as PDF and send via email * [Update] Accounting dashaboard updated * [Update] Updated filter and hook for people query sql **v1.1.0 -> June 8, 2016** * [new] Merge accounting module * [new] Currency formating * [new] Income tax settings * [new] Income tax report * [new] Income statement report * [new] Balance sheet report * [new] Permission management system * [new] Save as draft for all transaction * [new] Convert wp list table into vue js in contact and company listing page * [new] SMTP and IMAP/POP3 integration added into core * [fix] Bank chart * [fix] Customer and vendor create time email field is required * [fix] ref number make unique * [fix] Role updating fixed when contact edit * [fix] Contact group assign and editing problem fixed * [fix] Trix editor firefox compability fixed * [fix] Adding and editing feed problem fixed when using firefox browser * [fix] Dashboard page contact fetching error fixed * [fix] Activity page loading problem fixed * [fix] Schedule page loading problem fixed * [fix] Select2 conflict fixed with accounting * [improve] All transaction table with balance column and short view popup link * [imporve] Save search filter improvement * [imporve] People insert and fetching query optimized * [imporve] Contact and company single page converted into vue js * [imporve] Added more filter into advance search segment * [update] Transaction query update for current financial year. * [update] Include tax field in transaction form * [update] Vuejs updated * [update] Select2 updated * [update] Trix editor js updated **v1.0.1 -> April 27, 2016** * [fix] Employee performance fetching was returning all entries * [fix] WP_User importing into contact was not refering the right WP_User * [fix] License key was not saving * [fix] Imported contact counting issues * [fix] Social field url issues in contact profile **v1.0 -> April 25, 2016** * [improved] Change people table structure. * [new] New CRM agent role added * [new] CSV import/export tool added * [new] Added CRM email templating system * [new] Save reply added in CRM contact activities * [new] Added quick view schedules details from CRM dashboard * [new] Assign contact to CRM agents * [new] Add progress-bar when activity delete for better UX * [new] License management feature added * [new] CRM activity email read tracker * [new] HR reporting headcount chart now shows department-wise * [new] New life stage added in CRM contacts * [new] Added contact group and contact owner field in new contact or company creation * [new] Added inbounding reply emails in CRM activity * [new] Bulk importer WP User to CRM contacts * [new] Added directly replying from CRM email activities feeds * [new] Added address options in employee details, add and edit * [new] Added plugin updater functionalities * [new] Added more hooks and filters * [fix] Re-factor contact forms integration * [fix] Re-factor CRM permissions * [fix] Contact pagination problem fixed * [fix] Re-factor save search query builder * [fix] Logs and schedules add and displaying problem in schedule page * [fix] ERP date format problem * [fix] Manage user role during plugin activation and deactivation * [fix] Who is out widget in HR dashboard * [fix] Leave request bulk actions * [fix] All ERP users show their own attachments * [fix] Added file uploading permission for Employee, HR Manager, CRM Manager and CRM Agents * [fix] Contact mail functionality improvements * [fix] Fix employee termination issues * [fix] Leave entitlement problem fixed * [fix] Employee list table now focus on "active" subnav by default * [fix] Employee and Contact record duplication remove with better UX * [update] - Trix editor js, Select2, Vuejs **v0.1 -> March 18, 2016** * Beta Release == Upgrade Notice == Nothing here right now.