內容簡介
DyaPress ERP/CRM 是現有 CRM/ERP 軟件 Dolibarr(tm) 的開源版本，以 WordPress 外掛形式呈現。這個外掛主要在 WordPress 的管理介面中顯示。它的主要優點是安裝和升級更加容易。但請注意，從版本 15 開始，幾乎所有外掛文件都不在獨立的壓縮檔中下載，這個壓縮檔大約有 70MB，解壓縮後大約會佔用 230MB 的空間。因此，您需要至少有 300MB 的可用空間才能使用這個外掛。
雖然翻譯目前還不能使用 WordPress gettext 系統顯示，但 Dolibarr 已經翻譯成英語以外的 82 種語言，DyaPress 也可以使用這些語言。
和 Dolibarr 軟件一樣，DyaPress 外掛允許您通過啟用所需的相應模塊來啟用您需要的功能。此外，您還可以設置您自己的公司資料以及如何處理您的增值稅。
內部模塊和功能包括人力資源管理（HR）、客戶關係管理（CRM）、供應商關係管理、財務模塊（會計和現金管理）以及產品管理（PM）。例如，使用者和群組的管理、成員管理、報銷管理、客戶曾用名或聯繫人管理、商業提案管理、訂單管理、運輸和交付管理、服務或定期訂閱合同管理、銷售稅、工資支付、借貸管理、捐贈管理、銀行和現金帳戶管理、直接付款授權管理、利潤管理、簡單的會計報告、高級的會計管理和導出賬冊等。
外掛標籤
開發者團隊
📦 歷史版本下載
原文外掛簡介
DyaPress ERP/CRM is the open-source port of the existing CRM/ERP software Dolibarr(tm) as a plugin to WordPress .
This plugin is mainly only visible in the admin area of WordPress. Its main advantage are easier installation and upgrade.
However please note starting with version 15, almost all the plugin files are now in a unique separate archive which is downloaded on upgrade/installation. This archive is around 70Mb and count once extracted for around 230Mb. So you need at least 300Mb of free space to use the plugin on your hosting.
Even if translation are not yet visible using WordPress gettext system, Dolibarr is translated to 82 languages other than English which are available to DyaPress as well. Automatic translation according to your language in WordPress is available, unless you force another language from configuration.
As of Dolibarr software, DyaPress plugin allow you to enable the feature you want by activating the corresponding included module you need. furthermore you can setup your own company profile as well as how VAT is handled on your part.
Internal Modules and Features
Human Resources Management (HR)
Users and Groups : DyaPress allow you to add users and groups and to defines detailed permissions for each features and global modules as well. Note that user or group permissions are handled by Dolibarr original code and not WordPress capabilities. An user must be created in DyaPress/Dolibarr database in order to have access to DyaPress.
Members : Management of foundation members
Expense reports : Management and claim expense reports : each user can report various expense like transportation, meal, …
Customer Relations Management (CRM)
Third parties : Management of prospects or customers and associated contacts
Proposals : Management of commercial proposals
Customer orders : Management of customer orders including automatic numerotation and order statuses
Shipments : Management of shipments and delivery
Contracts and Subscriptions : Management of contracts like services or recurring subscriptions
Interventions : Management of interventions
Vendor Relation Management
Suppliers : Management of suppliers and purchase orders and billing
Vendor commercial proposal : Request vendor commercial proposal and prices
Incoterm : Add features to manage Incoterm
Financial Modules (Accouting and Treasury)
Invoices : Management of Invoice and credit note for customers or suppliers
Taxes and special expenses : Management of other expenses like sales taxes, social or fiscal taxes, dividends, …
Payment of employee wages : Record and follow payment of your employee wages
Loan : Management of loans
Donations : Management of donation
Banks and cash : Management of bank or cash accounts
Direct bank payment orders : Management of Direct Debit payment orders, including generation of SEPA file for European countries
Margins : Management of margins
Accouting : Simple accounting reports (journals, turnover) based on database content without using any ledger table
Advanced Accouting : Accounting management (double entries, support general and auxiliary ledgers) and export of ledger in several other accouting software format
Product Management (PM)
Products : Product management
Services : Service management
Stocks : Stock management of products
Products lots : Lot or serial number, eat-by and sell-by date management on products
Product Variants : Management of products variants based on attributes like color, size, …
Projects and Collaborative work
Projects/Opportunities/Leads : Management of projects, opportunities/leads and/or tasks
Events/Agenda : Follow done and upcoming events, let application logs automatic events for tracking purposes or record manual events or rendez-vous
Resources : Manage resources like printers, cars, room, … that can then be shared into events
Some others Modules
DMS/ECM : Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents
Tags/Categories : Create tags/category on products, customers, vendors, contacts or members
Multi currency : Management of several foreign currencies in prices and documents
Barcodes : Management of barcode
Workflow : Workflow management (automatic creation of object and/or automatic status change)
Data imports : Tool to import data in Dolibarr (with assistants)
Data exports : Tool to export Dolibarr data (with assistants)
SOAP API : Enable the Dolibarr SOAP server providing API services
REST API : Enable the Dolibarr REST server providing API services
Unalterable Archives : Activate log of some business events into an unalterable log. Events are archived in real-time.
DyaPi Microservice
DyaPi Microservices allows connecting already connected software to DyaPi together. The first existing softwares to be supported are DyaPress ERP/CRM, Dolibarr, PrestaShop and Shopify. You may found more documentation on DyaPi website.
DyaPi microservices are written in Golang for maximum performance and scalability. For example, displaying 1000 orders at once in WordPress backoffice takes less than a second typically to download.
DyaPress e-Commerce
The existing DyaPress e-Commerce plugin will be completely updated to a newer WordPress plugin compatible with DyaPi. This plugin will allow connexion to any software already connected to DyaPi and not only DyaPress or Dolibarr.
