=== Zetta ERP === Contributors: joy-ahmed, linux19, emon19 Donate link: https://www.paypal.com/donate/?hosted_button_id=RYQ2PPDJMJXV6 Tags: erp, hrm, crm, accounting, business-management Requires at least: 6.6 Tested up to: 6.8 Requires PHP: 7.2 Stable tag: 1.0.5 License: GPLv2 or later License URI: http://www.gnu.org/licenses/gpl-2.0.html Smart ERP for WordPress – Manage HR, CRM, Accounts, and Settings from one central dashboard. == Description == **ZettaByte Technology Incorporation** presents Zetta ERP - a **scalable**, **user-friendly, and** **efficient** ERP system that allows businesses to manage HR, CRM, and financial transactions—all within their WordPress dashboard. **No need for multiple tools** – Zetta ERP centralizes business operations in one system. **User-Friendly Interface** – Modern UI with intuitive workflow for better efficiency. Key highlights: * **Modern Interface:** Intuitive, responsive UI built with React and Tailwind. * **Role & Permission Controls:** Restrict access to sensitive data based on user roles (e.g HR Manager, Employee). * **Security First:** Follows best practices for data protection and privacy compliance ( all API endpoints require logged-in users, enforce role-based permissions, and validate WP nonces—administrators receive full access, employees are limited to safe GET/PUT operations ). * **Seed Dummy Data:** Quickly populate the system for testing and demonstration purposes. === Modules & Features === — **CRM** **Customer Management** * Add, edit, and search customers * Assign multiple contact methods (email, phone) **Customer Address Book** * Store Customers addresses — **HRM** **Departments** * Create and organize departments (e.g., Sales, Marketing, IT) **Designations** * Define job titles and assign to employees **Employees** * Maintain complete employee records (personal info, contact, role) **Attendance Tracking** * Manual attendance entry and editing **Holidays** * Define company-wide and regional holidays — **Accounts** **Invoice Management** * Create, edit, and send professional invoices * Track invoice status (paid, partially paid, due) **Transactions** * Log sales, expenses, and transfers **Receivables** * View outstanding balances by customer * Generate receivables aging reports **Payment Methods** * Define payment channels (e.g., Bkash, Card Transfer, Bank Transfer, PayPal) — **Settings** **Organization Settings** * Enter business name, address, contact information and logo **Weekend Settings** * Choose any day(s) of the week as weekly off **Seed Dummy Data** * Populate CRM, HRM, and Accounts modules with sample records * Ideal for testing workflows and UI before going live 🚀 With Zetta ERP activated, you’ll have a centralized dashboard to manage customers, employees, transactions, and core settings—all without leaving WordPress. == Installation & Setup Guide == 1. **Pre-installation Checklist** * Ensure your WordPress installation is running version 6.6 or higher. * Verify that your hosting environment meets PHP 7.2 and MySQL 5.6+ requirements. * Deactivate and remove any other ERP or business management plugins to avoid conflicts. 2. **Plugin Installation** 1. Log in to your WordPress Admin. 2. Navigate to **Plugins > Add New**. 3. Search for “Zetta ERP” or click **Upload Plugin** and select the ZIP file. 4. Click **Install Now**, then **Activate**. 3. **Initial Configuration** 1. Go to **Zetta ERP > Settings**. 2. Under **Organization Settings**, enter your company’s name, address, contact information and upload a logo. 3. Under **Weekend Settings**, select your weekly off day(s). 4. (Optional) Seed the system with sample data via **Settings > Seed Dummy Data** to test each module. Congratulations—Zetta ERP is now configured and ready to streamline your business operations! == Frequently Asked Questions == = Who should use Zetta ERP? = Any business, startup, or SME that wants to manage HR, CRM, and accounting within WordPress. Ideal for companies that prefer a single, consolidated dashboard. = Do I need extra software or services? = No. Zetta ERP is 100% self-contained within WordPress. All data is stored in your existing database; no third-party services are required. = Can I enable or disable specific modules? = Yes. Navigate to **Zetta ERP > Modules** and toggle CRM, HRM, or Accounts on or off per your requirements. Disabled modules will not appear in the sidebar. = Is my data secure? = Absolutely. Zetta ERP follows WordPress coding standards and best practices for data sanitization, validation, and access control. All sensitive information is stored securely in your database. = How do I import or export data? = In the current version, bulk import/export is not built-in. However, you can seed dummy data for testing. Future updates will include CSV import/export functionality. = Does Zetta ERP integrate with other plugins or services? = We’re actively working on integrations. Stay updated by visiting our website. Plans include payment gateways, CRM connectors, and HR tools. = Is there a Pro or Premium version? = Yes. The upcoming Pro release will add advanced reporting, payroll integration, and custom dashboard widgets. Subscribe on our website for early access. = How does the check-in/check-out system work? = Employees can check in or out with a single click. The system prevents multiple check-in or check-out on the same day. Admins can view and edit attendance for all employees, while regular users can only access their own. If IP-based restrictions are enabled, employees can only check in/out from approved IP addresses set in Organization Settings. Remote and freelance employees are exempt from this restriction. == Screenshots == 1. Plugin Image 2. Main Dashboard 3. HRM: Dashboard 4. CRM: Dashboard 5. Accounts: Dashboard 6. Settings: Organization Details == Changelog == = 1.0.5 – 2025-08-14 = * Fifth public release – introducing Leave Management and other improvements. * Employee Leave Requests: - Employees can now submit leave requests. - Initial status of all leave requests is Pending. - Admins can create, update, or delete leave requests. - Leave is only confirmed and added to attendance if approved by the admin. - If the admin sets the request as Pending or Rejected, it will not affect attendance. - Leave calculations exclude weekends and holidays. - Employees cannot submit multiple leave requests for the same day. * Employee Profile Updates: - Updating employee details (e.g., email) now also updates the corresponding WordPress database entries. * Employee Attendance Monthly Print: - Fixed display issues with monthly attendance print views. The monthly report now shows correctly. * Settings: - Updated the toggle button design for enabling/disabling the dummy data seed option in settings. * Grace Period for Office Time: - A grace period field has been added to Settings (default: 15 minutes). - Each company can customize the grace period. - Attendance status (Late / On Time) is now calculated based on this grace period. = 1.0.4 – 2025-07-03 = * Fourth public release. * Employee Attendance Print View (Admin Only): - Admins can now select a month and year to view and print individual employee attendance reports. - Now employee view has two tabs: Detail with detail about the employee and Print Attendance for viewing and printing employee attendance. - Fixed enforcing https for image upload = 1.0.3 – 2025-07-01 = * Fixed: Admin menu icon for ZETTA ERP was disappearing when active. Improved CSS for consistent icon display in both normal and active states. = 1.0.2 – 2025-07-01 = * Third public release. - Admins can manage all employee attendance records. - Employees can only check in/out and view their own records. - Attendance check-in/out now records automatically based on the current time. - Prevents duplicate check-ins/outs on the same day. - ✅ IP-Based Restriction: Admins can now define allowed IP addresses from Organization Settings. * If IPs are set, employees can only check in/out from matching IPs. * If no IP is defined, attendance is allowed from any location. * Remote and Freelance employees are exempt from IP restrictions. * Core Modules: - CRM: Customer & Address Management - HRM: Departments, Designations, Employees, Attendance, Holidays - Accounts: Invoices, Transactions, Receivables, Payment Methods - Settings: Organization Settings, Weekend Settings, Seed Dummy Data * Modern React + Tailwind UI. * Basic role & permission framework. * Secure data handling and validation. (Planned for future versions: CSV import/export, advanced reporting, full payroll integration, workflow automation.) == Upgrade Notice == = 1.0.5 = • Fifth public release of Zetta ERP. Adds Leave Request Management, employee profile sync with WordPress, monthly attendance print fix, seed data settings UI update, and grace period for attendance late/on-time status. = 1.0.4 = • Fourth public release of Zetta ERP. Includes attendance, Attendance Print View, automatic check-in/out, IP-based check-in restriction, and improvements to core modules. = 1.0.3 = • Minor CSS fix for admin menu icon display in WordPress dashboard. = 1.0.2 = • Third public release of Zetta ERP. Includes attendance, automatic check-in/out, IP-based check-in restriction, and improvements to core modules. == 💬 Support & Feedback == Developed & maintained by **Zettabyte Technology Incorporation** For help or to report bugs, email: [info@zettabyteincorp.com](mailto:info@zettabyteincorp.com) Visit our website: https://zettabyteincorp.com/ Community Forum: WordPress.org support threads Feature requests and contributions: Check our GitHub. == 💰 Support Our Development == If you find Zetta ERP valuable, please consider donating to help fund future enhancements: [Donate via PayPal](https://www.paypal.com/donate/?hosted_button_id=RYQ2PPDJMJXV6) == 📸 External Services == During seed data generation, demo employee avatars are loaded from Unsplash (https://unsplash.com) for demo purposes only. No user data is fetched externally at runtime. Service Provider: Unsplash Service Purpose: Load public placeholder avatars for dummy employee records Data Sent: None (We only fetch static image URLs from Unsplash) When Used: Only during seed data creation Terms: https://unsplash.com/terms Privacy Policy: https://unsplash.com/privacy == 🧑‍💻 Source Code == Zetta ERP uses a modern build system (React + Tailwind). The source code for the frontend (React UI) is available at: https://github.com/joyahmed/zetta-erp-frontend Thank you for choosing Zetta ERP!