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WP ERP

An Open Source HR, CRM & Accounting Solution for WordPress

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

Links

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.

Checkout Our Other Products

Author weDevs
Profile
Contributors tareq1988, wedevs, ediamin, sabbir1991, asaquzzaman
Tags company, contact, contacts, CRM, customer relationship management, employee, holiday, hr, hrm, human resource management, job, job listing, jobs, lead, lead management, leave management, opportunity, schedule, small business, sme, task
  1. erp screenshot 1

    Plugin on-boarding

  2. erp screenshot 2

    HR Dashboard

  3. erp screenshot 3

    Employee Listing

  4. erp screenshot 4

    Creating a new employee

  5. erp screenshot 5

    Employee details page.

  6. erp screenshot 6

    Employee profile job tab, keep track of every salary increment, status changes and department/location changes.

  7. erp screenshot 7

    See the leave history and balances.

  8. erp screenshot 8

    Analyze employee performance by rating in various metrics

  9. erp screenshot 9

    Manage permissions and who can do what.

  10. erp screenshot 10

    Departments management

  11. erp screenshot 11

    Designation management

  12. erp screenshot 12

    View detailed reports on your HR

  13. erp screenshot 13

    Leave policies for your company

  14. erp screenshot 14

    Manage leave requests from your employees.

  15. erp screenshot 15

    CRM dashboard

  16. erp screenshot 16

    Contacts list

  17. erp screenshot 17

    Contact details page, log calls, meetings, tasks and schedule everything from a single page.

  18. erp screenshot 18

    Search your contacts with a advanced search area, everything and save those searches.

  19. erp screenshot 19

    Filter contacts with saved searches.

  20. erp screenshot 20

    All the activities across your contacts and companies in a single page and filterable.

  21. erp screenshot 21

    Schedules page, see whom to call, have a meeting and manage them.

  22. erp screenshot 22

    Manage your company details, add locations if you have multiple branches/locations.

  23. erp screenshot 23

    We log everything whats happening across the system and log everything for easy audit logging.

  24. erp screenshot 24

    Accounting Dashboard

  25. erp screenshot 25

    Sales transactions list

  26. erp screenshot 26

    Expense transactions list

  27. erp screenshot 27

    Creating new invoice (sales)

  28. erp screenshot 28

    Creating a basic journal entry.

  29. erp screenshot 29

    Bank Accounts

  30. erp screenshot 30

    Chart of accounts listing

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

v1.1.12 -> Feb 01, 2017

  • [fix] Fix employee editor popup country dropdown
  • [fix] Fix announcement mark as read process
  • [fix] Fix people conversion from another type or from WP User
  • [fix] Fix people total counting issues in erp_get_peoples function
  • [new] erp_include_popup_markup function to include erp-popup markup
  • [new] Add toastr.js plugin
  • [new] Add filterable company default location name
  • [tweak] Refactor single employee permissions update process

v1.1.11 -> Jan 22, 2017

  • [fix] Update minified JavaScript files

v1.1.10 -> Jan 18, 2017

  • [new] Meta query support in advance search segmentaion
  • [new] Date and number range type filter in crm search segmentation
  • [new] Pakistani Rupee currency
  • [new] Contact age filter in advance search filter CRM
  • [new] Pagination system for individual ledger
  • [new] Closing balance for individual ledger
  • [new] Added filter erp_crm_js_template_file_path in js template path
  • [tweak] Remove edit functionality from single transaction page
  • [tweak] Change label for dashboard net income
  • [tweak] Update select2 v4.0.3
  • [fix] Leave request deleting issue

v1.1.9 -> Dec 22, 2016

  • [new] Can input data from older financial year (balance c/f)
  • [new] Added email validation for new customer and vendor
  • [new] Include journal tax in sales tax report
  • [tweak] Customers and vendors are searchable and limit lifted
  • [tweak] Tax receivable accounts moved to expense
  • [tweak] Date picker range enhanced
  • [fix] ERP updater is now working
  • [fix] Removed journal edit option from individual chart list table

v1.1.8 -> Dec 11, 2016

  • [new] Add filter for hiding dashboard metaboxes
  • [fix] Fix leave request datetime calculation
  • [fix] Fix journal entry item problem
  • [fix] Move tax receivable accounts from expense to assets
  • [fix] Update number formating for transaction unit price
  • [fix] Remove employee role checkbox from wp user edit profile
  • [Update] Update moment.js to v2.17.1

v1.1.7 -> Dec 7, 2016

  • [new] Label added in tax form
  • [new] Added editing system in journal
  • [new] Should be able to transform a CRM Contact into a WP_User
  • [new] Add localize support for fullcalendar
  • [new] Add date range in all date picker.
  • [new] Add flot chart stack and categories plugins
  • [new] Added age field in contact
  • [fix] Joining date does not display on the employee welcome email
  • [fix] Employee Privileges are Removed upon role change
  • [fix] Checkbox toggling in all list tables
  • [fix] Expense pie chart is set to 100% by default
  • [fix] Holidays editing and deleting
  • [fix] Fix screen, screen base and form handler hook for HR and Leave pages
  • [fix] Calculation in dashboard all charts
  • [fix] Calculation fixed in bank charts
  • [fix] Dejavusanscondensed font paths for FPDF
  • [fix] Change contact get query sql
  • [fix] Change people meta key _assign_crm_agent to contact_owner
  • [fix] Email duplication problem when people create
  • [fix] Conflicting with accounting customer when contact create
  • [fix] Tax amount processing during transaction
  • [fix] Discount field range only 0 to 100 at transaction time
  • [fix] Quantity field make grater than 0 at transaction time
  • [fix] Required minimum amount for bank transfer
  • [fix] Refactor & add journal new function

v1.1.6 -> Nov 9, 2016

  • [Fix] Query fix dashboard income & expense, business expense, net income, invoice payable to and bill you need to pay
  • [Fix] Fix overdue payment problem
  • [Fix] Unnecessary select checkboxes in accounting module
  • [Fix] Transaction list table total item query
  • [Fix] Unsubscribe contact from a specific group
  • [Fix] Unable to change CRM contact owner problem
  • [Fix] Menu item are not in open/fixed mode when announcement is selected
  • [Fix] Contact status refreshing problem during edit and add contact
  • [Fix] Permission for CRM manager to delete others contacts
  • [Fix] Custom field fix on csv export
  • [New] Add Currency option in Settings - General Options
  • [New] Unicode support added to PDF
  • [New] Add new column email_status and data_id in erp_hr_announcement and erp_audit_log table respectively
  • [Update] Set default current date for new invoice, payment, vendor credit and payment voucher
  • [Update] Button status for all new transaction time
  • [Update] Sales and expense list table according with transaction status
  • [Update] Sales and expense bulk action for different transaction section
  • [Update] All transaction report query
  • [Update] Journal query and journal list table class for filtering only journal type transaction
  • [Update] Improve announcement functionality
  • [Update] Chosen js removed from core

v1.1.5 -> Sep 19, 2016

  • [fix] Holiday date calculation problem fixed
  • [fix] Ajax request for edit holiday
  • [fix] Change holiday listing order
  • [fix] Update leave holiday search, table end column for iCal
  • [fix] Fix payment dropdown button in Payment Voucher create page
  • [fix] Remove currency option in vendor and customer add, edit
  • [fix] Contact deleting permission issues
  • [fix] Pdf invoice class undefined problem
  • [fix] Fix issue_date problem in chart of accounting
  • [fix] Reloading employee list problem fixed in js
  • [fix] Change some style in employee note section and added loading effect
  • [new] Add letter support to company location zip code
  • [new] Added country and state select2 in accounting vendor and customer
  • [new] Custom Fields support in contact form
  • [new] Added erp_create_new_people hook if people is an existing wp user
  • [new] Added Saudi Riyal currency

v1.1.4 -> Aug 28, 2016

  • [fix] New expense time undefined invoice_number problem fixed
  • [fix] Ignore rejected leaves during validating duration
  • [fix] Tax calculation problem fixed
  • [fix] Announcement permission problem fixed
  • [fix] Employee can not take leave in weekend
  • [fix] Problem to take leave when no leave days available fixed
  • [fix] Duplicate row item created in payemnt and invoice fixed
  • [fix] Employee birthday check hook changes
  • [fix] Fixed save search segment reset filter functionality
  • [fix] Updated some crm permissions
  • [new] Delete functionality in save search segment
  • [new] Voucher create time from account is required
  • [new] Action hook 'erp_crm_contact_inbound_email' added

v1.1.3 -> Aug 4, 2016

  • [fix] Added loading feedback when submitting form for all popup
  • [fix] Invoice number formatting functionality
  • [fix] HR all capabilities problem fixed
  • [fix] Hook contact form integration to plugins_loaded hook
  • [fix] Removed logged in user check for cron job
  • [fix] Hide plugin updater for non-admin
  • [new] Life stage, contact owner & group added on CSV contact importer form
  • [new] added some hooks and filters

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

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.

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Version 1.1.12

Requires WordPress version: 4.4 or higher

Compatible up to: 4.7.2

Last Updated 01 Feb 2017

Date Added: 17 Mar 2016

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