內容簡介
Codersly ERP 是一款專為小型企業設計的 WordPress ERP 外掛，提供人力資源管理、客戶關係管理、基本會計等功能，幫助企業有效整合和管理業務運作。
【主要功能】
• 員工管理與請假系統
• 客戶關係管理（CRM）功能
• 基本會計與報告生成
• 產品/服務目錄管理
• 中央報告與活動歷史記錄
• CSV 匯入/匯出工具
外掛標籤
開發者團隊
原文外掛簡介
Codersly ERP is an ERP for Small Business plugin for WordPress. Version 1.0.6 keeps the sidebar compact around major ERP areas, with HR operations consolidated under a dedicated HRM menu and related HR submodules exposed as tabs.
The Free plugin includes employee management, leave, CRM, basic accounting, products/services, company setup, centralized reports, tools, settings, CSV utilities, activity logging, and a single focused Pro upgrade experience. Premium business logic stays in Codersly ERP Pro.
Sidebar Structure
Dashboard – direct ERP overview with setup and operational summaries
HRM – Overview, People, Leave, Requests, plus visible Pro placeholders for Attendance, Payroll, Recruitment, Assets, Documents, Performance, Training, and Approvals
People inside HRM – Employees, Departments, Designations, Announcements; Pro adds CV Import, Custom Fields, and Org Chart
CRM – contacts/companies, tasks, and follow-ups; Pro adds Deals/Pipeline, Automation, and Advanced Contact fields
Accounting – Free overview, customers/vendors, transactions, and settings; Pro adds Sales/Invoices, Purchases/Bills, Banking, Books & Statements, Tax/VAT, and Reimbursements
Inventory & Purchase – Free product/service catalogue; Pro adds Stock, Warehouses, Stock Movements, Transfers, Goods Receipts, Purchase Orders, Low Stock, and valuation
WooCommerce – visible Pro placeholder in Free; the actual order/customer/product/inventory/accounting sync engine is supplied only by Pro
Reports – Free HR, CRM, and Accounting summaries; Pro adds Attendance, Payroll, Inventory, Assets, Recruitment, Documents, Training, Performance, Approvals, WooCommerce, scheduled CSV, and PDF reporting
Company – profile, working days, fiscal year/currency; Pro adds Company Documents and Branding
Tools – import/export, demo data, system information; Pro adds centralized Audit Logs
Settings – general, notifications, permissions, data/privacy; Pro adds Employee Portal, integrations, notification rules/templates, and advanced permissions
Upgrade Pro / License – Free shows Upgrade Pro; Pro replaces the upgrade entry with its License screen
Role-based ERP Access
Version 1.0.6 adds real WordPress capabilities for ERP modules and bundled ERP HR Manager, ERP Accountant, and ERP CRM Manager roles. WordPress administrators retain full access. Module actions, exports, approvals, settings, and WooCommerce integration use the matching ERP capability instead of relying only on manage_options.
Free Business Features
Employee, department, designation, announcement, leave request, holiday, policy, entitlement/balance, and leave-calendar records
CRM contacts, companies, groups, notes, tasks, and follow-ups
Accounting customers, vendors, income/expense transactions, and basic profit/loss summary
Product/service records in the Products & Services workspace
Company profile, working days, fiscal year, and currency settings
Centralized reports and core activity history
CSV import/export with spreadsheet-formula neutralization for safer exports
Demo data, system information, settings, and Upgrade Pro guidance
Pro Upgrade Guidance
Free keeps premium business logic out of the package. It may show Pro-labelled tabs/placeholders for Payroll, Attendance, Assets, Recruitment, Documents, Training, Performance, Approvals, Org Chart, CV Import, Custom Fields, CRM Deals and Automation, advanced Accounting, Inventory/Purchasing, WooCommerce Integration, Advanced Reports, Audit Logs, Employee Portal, White Label, and Integrations. Their execution engines, handlers, and premium assets are supplied only by Codersly ERP Pro.
Upgrade to Codersly ERP Pro for premium ERP features:
Codersly ERP Pro for Small Business WordPress Plugin License
Data Preservation
Codersly ERP Free does not delete saved business data when the plugin is deactivated or removed. Single-record archive actions are soft-delete; Delete All clears the selected collection.
Data Preservation
Codersly ERP Free does not delete saved HRM, CRM, Accounting, Company, or Settings data when the plugin is deactivated, uninstalled, or deleted. Single-record archive actions are soft-delete; Delete All clears the selected table.
