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 1
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 2
What it Does? Tiny ERP manages Enterprises... Customers Relationship Management, Stock mgt, Automated Accounting, Sales pipeline, Purchases mgt, Marketing Campaign, Helpdesk, Logistic,... 3
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,... 4
History History: 2000 : Development started 2002 : First Integration, Hotel des ventes Flagey (Belgium) 7 full time users 20 Tiny ERP clients in the network 2002 2004: Today: Integration in several belgian companies (service & distribution) Became Leader in the Auction House market in Belgium 3 full time developpers from Tiny.be (7 planned for 2006) Reseller Network & Training started Fully Open (documentations, sources,...) 5
Tiny ERP Modules Current Modules: Base CRM & SRM (Customers Relationship Management) Products Stock Accounting Sales Purchases Marketing Specific Modules: Auctions 6
Module CRM Partners history Sales, Opportunities, Purchases, Credits, Phone Request Tracking, State of Mind,... Business Opportunities Tracking, Costs and revenue planning, Multi commercials Automatic actions: SMS, FAX, Mass Mailing Partners segmentations: 80% Sales = 20% best customers, UnHappy customers > send promotions,... 7
CRM: Screenshots 1 Sales Pipeline Sales by Commercial Futur Opportunities Costs planning Revenue Planning 8
CRM: Screenshots 2 Partner Form, events history 9
Accounting Module Account Tree Multi Currencies Multi Level Analityc Accounting (per product) Multiple RT Views Partner preferences Multi Taxes, Grouped Taxes Invoices Pro Forma, Auto Generated (from order) Point of Sale Transactions Auto or Manuel reconcile Everything is cancelable (invoice, transfer,...) 10
Account Tree: Exemple Exemple with the Belgian PCMN Tree 11
Invoice Invoice with a PDF print 12
Module: Stock Multi Warehouse, Multi POS Stock mgt. per Lot (package) Automatic Accounting Lines PMP, Standard costs Double Entry Stock: Supplier > Warehouse > Customer Stock valuation on Supplier/Customer Multi Level locations representations All documents: Shipping notes, picking list, inventory,... Stocks history Exception management 13
Stock: Screenshot 1 Company Tree Organisation 14
Stock: Screenshot 2 History of a package, Lots Tracking 15
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 Auto Completion, Taxe modifications,... 16
Sales: Screenshot 1 Auto Completion Preferences All Addresses Multi Shop Shipping Cond. Pre Calc Draft Proposal Tabs: Shipping Invoices Payments Notes 17
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,... 18
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 19
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 (fp@tiny.be) 20