Re: Looking For Simple Accounting/Inventory Management Syste…

Top Page
Attachments:
Message as email
+ (text/plain)
+ (text/html)
+ (text/plain)
Delete this message
Reply to this message
Author: Ariel Gold
Date:  
To: Main PLUG discussion list
Subject: Re: Looking For Simple Accounting/Inventory Management System - Was OpenERP
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
<>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 <> 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" <>
>> 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
>>
>> ---------------------------------------------------
>> PLUG-discuss mailing list -
>> To subscribe, unsubscribe, or to change your mail settings:
>> http://lists.PLUG.phoenix.az.us/mailman/listinfo/plug-discuss
>>
>
>
> ---------------------------------------------------
> PLUG-discuss mailing list -
> To subscribe, unsubscribe, or to change your mail settings:
> http://lists.PLUG.phoenix.az.us/mailman/listinfo/plug-discuss
>

---------------------------------------------------
PLUG-discuss mailing list -
To subscribe, unsubscribe, or to change your mail settings:
http://lists.PLUG.phoenix.az.us/mailman/listinfo/plug-discuss