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1 Tiny ERP in 15 minuts Tiny ERP Open Source ERP & CRM for SMB. (in 15 minuts) by Fabien Pinckaers Main Developer Tiny ERP Manager Tiny.be 26/02/2005

Open Source ERP & CRM for SMB. (in 15 minuts)zoobab/bh.udev.org/filez/lightning/2005/... · 1 Tiny ERP in 15 minuts Tiny ERP Open Source ERP & CRM for SMB. (in 15 minuts) by Fabien

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Tiny ERP in 15 minuts

Tiny ERPOpen Source ERP & CRM for SMB.

(in 15 minuts)

by Fabien PinckaersMain Developer Tiny ERP

Manager Tiny.be

26/02/2005

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Plan✔ What it does ?✔ Target Market ?✔ History & Current Status✔ Quick look at some modules:

✔ CRM✔ Accounting✔ Stock✔ Sales

✔ Others Modules✔ How flexible and simple ?✔ Links✔ Demo

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What it Does ?✔ Tiny ERP manages Enterprises...

✔ Customers Relationship Management,✔ Stock mgt,✔ Automated Accounting,✔ Sales pipeline,✔ Purchases mgt,✔ Marketing Campaign,✔ Helpdesk, ✔ Logistic,✔ ...

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Target Market✔ Companies from 1 to 150 employees

✔ Mainly:✔ distribution,✔ retail,✔ service industries.

✔ Specific modules for vertical markets:✔ Auction Houses,✔ Specialised Libraries,✔ Helpdesk for IT companies, ...

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History✔ History:

✔ 2000 : Development started✔ 2002 : First Integration, Hotel des ventes Flagey (Belgium)

✔ 7 full­time users✔ 20 Tiny ERP clients in the network

✔ 2002­2004:✔ Integration in several belgian companies (service & distribution)✔ Became Leader in the Auction House market in Belgium

✔ Today:✔ 3 full­time developpers from Tiny.be (7 planned for 2006)✔ Reseller Network & Training started✔ Fully Open (documentations, sources, ...)

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Tiny ERP Modules✔ Current Modules:

✔ Base✔ CRM & SRM (Customers Relationship Management)✔ Products✔ Stock✔ Accounting✔ Sales✔ Purchases✔ Marketing

✔ Specific Modules:✔ Auctions

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Module CRM✔ Partners history

✔ Sales, Opportunities, Purchases, Credits,✔ Phone Request Tracking, State of Mind, ...

✔ Business Opportunities✔ Tracking, Costs and revenue planning,✔ Multi­commercials

✔ Automatic actions:✔ SMS, FAX, Mass Mailing

✔ Partners segmentations:✔ 80% Sales = 20% best customers,✔ UnHappy customers ­> send promotions, ...

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CRM: Screenshots 1✔ Sales Pipeline

Sales by CommercialFutur OpportunitiesCosts planningRevenue Planning

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CRM: Screenshots 2✔ Partner Form, events history

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Accounting Module✔ Account Tree

✔ Multi­Currencies✔ Multi­Level✔ Analityc Accounting (per product)✔ Multiple RT Views✔ Partner preferences✔ Multi­Taxes, Grouped Taxes

✔ Invoices✔ Pro­Forma,✔ Auto­Generated (from order)

✔ Point of Sale Transactions✔ Auto or Manuel reconcile

✔ Everything is cancelable (invoice, transfer, ...)

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Account Tree: Exemple✔ Exemple with the Belgian PCMN Tree

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Invoice✔ Invoice with a PDF print

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Module: Stock✔ Multi­Warehouse, Multi­POS✔ Stock mgt. per Lot (package)✔ Automatic Accounting Lines

✔ PMP, Standard costs✔ Double Entry Stock:

✔ Supplier ­> Warehouse ­> Customer✔ Stock valuation on Supplier/Customer

✔ Multi­Level locations representations✔ All documents:

✔ Shipping notes, picking list, inventory, ...✔ Stocks history✔ Exception management

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Stock: Screenshot 1✔ Company Tree Organisation

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Stock: Screenshot 2✔ History of a package, Lots Tracking

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Module: Sales✔ Order:

✔ Complexe orders, Sales orders✔ Multiple and editable logistics:

✔ Pay before delivery,✔ Ship one package per product,✔ Payment Terms, ...

✔ Flexible Pricelists:✔ per quantity, per period, per customer,✔ per category of product

✔ Customers Preferences✔ Auto­Completion,✔ Taxe modifications, ...

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Sales: Screenshot 1✔ Auto­Completion✔ Preferences✔ All Addresses✔ Multi­Shop✔ Shipping Cond.✔ Pre­Calc✔ Draft Proposal✔ Tabs:

✔ Shipping✔ Invoices✔ Payments✔ Notes

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Others Module✔ Marketing Campaign

✔ Steps automations (confirmation by SMS, ...)✔ Costs and Revenue analysis

✔ Purchase:✔ Invoice and shipping control✔ Reporting on suppliers

✔ Products✔ With/Without variants✔ Pricelists

✔ Auction✔ Catalogs, Auction Dates✔ eCommerce Integration✔ Bids, ...

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Evolves with your needs✔ No programmation required for:

✔ Upgrade to a new version✔ Changing workflows (logistic)✔ Modifications on the Object DB✔ Modifying object views✔ Creating/Editing new reports✔ Configuring the server

✔ Simple:✔ We worked on the ergonomy during 2 years with our 

customers.✔ Installation:

✔ Server: 15 minuts✔ Client: automatic

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Links✔ Tiny ERP websites:

✔ Developer Zone: http://TinyERP.org✔ Présentation: http://TinyERP.com

✔ Website Contents:✔ User Manual✔ Forum: TinyERP.org/forum✔ Wiki: TinyERP.org/wiki✔ Bug Tracking: TinyERP.org/bugzilla✔ Success Stories

✔ Contact:✔ Fabien Pinckaers ([email protected])