Drupal with CiviCRM and possibly Ubercart might fit your needs.

Not sure what your requirements 4 and 5 are. I haven't done 7 and 8, which I don't think are currently implemented. The good news is that CiviCRM is under active development and Finance and Accounting are priorities: see http://civicrm.org/mih and http://wiki.civicrm.org/confluence/display/CRM/Finance+and+Accounting).

CiviCRM is built for non-profits, and uses the language of "donors" etc. so it could be a good fit. It lets you offer different products at different donation levels, but to handle inventory/stock levels you might want to use something like Ubercart, which is built for Ecommerce, and then have "purchases " through Ubercart be applied to donors'  contact records in CiviCRM. But not sure what your exact use case is...

I have experience with this platform. Please contact me off list if you have any questions or are looking for consulting.

Ariel Gold



On Wed, May 11, 2011 at 7:56 AM, Mark Phillips <mark@phillipsmarketing.biz> wrote:
Stephen,

Thanks for your replay. I have been reading and playing with it, and it seems that it might be over kill for what I need. I should have started this thread with what I need to get some suggestions, so I will hijack my own thread and start again....

I have the following requirements to track the business operations for my non-profit company:
1. track donors and donations by donor. Don't need a complex relationship management application - just track how much each person has donated for end of the year reports.
2. inventory - small, maybe 100 items at most
3. sales
4. a/r
5 a/p
6. asset tracking - we run on a cash basis, so everything is expensed when purchased. I just need a way to know which volunteer has which asset to keep track of them. No depreciation or write-offs. Could probably do this in the inventory.
7. generate an end of the year income statement and balance sheet for the IRS.
8. reconcile against my bank statements

I have been doing all this with spreadsheets, but it is cumbersome. I have tried gnucash, but it does not have inventory management. Also, I have several times messed up my debits and credits, so I am spending too much time learning accounting fundamentals for it to be useful.

Thanks for any suggestions you may have.

Thanks,

Mark

On Tue, May 10, 2011 at 10:04 PM, Stephen <cryptworks@gmail.com> wrote:

I looked at it and liked it. Bit as o was doing just a technical evaluation i didn't use it for very long

On May 10, 2011 9:53 PM, "Mark Phillips" <mark@phillipsmarketing.biz> wrote:
> Does anyone have any experience with OpenERP? I am considering using it for
> a non-profit company, and wanted to get some users' feedback on it.
>
> Thanks,
>
> Mark

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