Customers Suppliers and Stock Management Suite
Last news
Briefly
Description
The Customers Management
The Suppliers Management
The Stock Management
Contact
Problems & solutions
Particularities...
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PhDm's Home Page
Last news
11/05/2009 New 2.5.2 version for Windows, expiring 01/31/2011
10/27/2009 New 2.5.2 version for Linux, expiring 01/31/2011
10/21/2008 New 2.5.1 version for Linux, bug fix, crash with summary without supplementary
fields.
05/19/2008 New 2.5.0 version for Windows.
05/16/2008 New 2.5.0 version for Linux, bug fix, flags enhancement, supplementary fields
in summary files.
08/25/2007 New 2.4.1 version for Windows, printers support improvement.
08/15/2007 New 2.4.0 version for Windows.
08/08/2007 New 2.4.0 version for Linux, bug fix, LSB 3.1, new country and address detail
fields, VAT reference in documents.
05/29/2007 Version 2.3.0 recompliled for Debian Etch.
04/03/2007 New 2.3.0 version for Windows.
03/29/2007 New 2.3.0 version for Linux, bug fix, new management for goods receipt, new
bar code and prices fields.
10/10/2006 New 2.2.0 version for Windows.
09/23/2006 Version 2.2.0 for Linux correction in search. Adding tags
in history files to make a grep search easier. An effort to comply with
LSB.
03/01/2006 Version 2.0.1 correction in documents layout with
discount.
01/27/2006 A first English issue (2.0) for Linux ( GTK2 )
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Quick overview
What can you expect from these programs...
- To setup and maintain a database
designed for managing Customers, Suppliers & Stock data ...
- An easy graphical interface to create,
modify and search your data.
- A mailing printer tool.
- An archive and initialization tool.
- A per Customer documentation file in
text mode.
- To produce listings based on filters
and flags.
- To import or export data via CSV files
for Excel, Gnumeric, Kspread ...
- To create documents automatically (
Invoices, Deliveries, Estimates, Orders ...)
- Various languages supported in documents.
- To create a diary of events.
- Networking support (Linux only).
- Getting some support in case of
problem.
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Description
This suite is made of three interactive parts to be used for small
business management, the parts are:
- The Customers Management
- The Suppliers Management
- The Stock
Management
These three programs can produce the needed documents and
databeses to
manage a small business, trying to keep the concept and design as
general as possible.
The accounting aspect of the management is not presently supported,
but we are open to any help/tip to implement it. (contact)
. A first step in this direction is to provide the exportation of
outgoing stock events in a log file using a CSV format that can be used
as input for an accounting management.
These pieces of software are written in C and based on the Linux
OS but have also been ported on MS-Windows. It
is fast, light, 'stand alone' and easy to install, the
user interface is based on the GTK
libraries in order to give the Linux user his usual environment.
Windows users will have to face some small differences which are easy
to overcome.
For Linux from version 2.4 we use the LSB.
The programs are not using any external database structure
and
are designed to give the user an easy and direct manipulation approach.
The database structure is full text based and so gives a very
easy access way to other programs. No other server ( apache, php,
...) or database (mysql, oracle ...) program is required to run
this.
You will be able to import or export data via Excel like (CSV) tables,
so you can migrate to another utility if this one doesn't fit your
expectations.
These applications will never attempt to
connect to the Internet for registration or control of any kind. But
the issues are limited in time(One year at version release).
The Linux version can work in networking
and need the NFS feature to be fully deployed (No direct network
access
is performed by the programs) .
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The Customers management
The Customer management window(Fig. 1) is made of three
zones:
Menu and tool bar
A data display and capture Zone
A filters and selection Zone
-Fig. 1-
The tool bar commands :
-
create
, new customer data,
-
modify
,
customer data,
-
delete
customer
data,
-
search by key word
,
-
save
data,
-
stop
an ongoing
task,
-
display customer history file
with (GPE),
-
create delivery documents
,
-
create an invoice
accumulating all deliveries details for the selected customer. VAT and
totals are automatically established. A flag '#' in the Infos field of
the list warns you about pending invoices to be issued.
-
create an estimate document
which is similar to an invoice,
-
open Stock
and Suppliers
directly,
- exit
,
- launch
the 'Mail printer
scheduler' ,
-
print an address
,
The Menu bar gives you access to the Files manipulations, Parameters,
Options and the Actions detailed as in the Command bar.
No deep explanation of all these buttons is here required,
plenty of information and warning dialog windows are displayed for most
started actions.
When the user feels secure enough with the programs he can disable
those
infos via the options menu.
Here follows some important features descriptions of the
program.
In the selection area, filters criterias (Categories)
can be created via the parameters menu. 15 categories can be declared,
the length of each shouldn't exceed 15 characters.
The way you choose criterias is completely free. The filter
process will display all members whose 'Cat/Remarks' first word
will match the clicked category button label.
A 4 info flag toggle buttons set '$'
, '!' , '%' and '&' is also
available in the data display area. Here also, you can modify each info
label as you like in order to fit your own management design.
Those categories and flags have impacts on mailing, listing and export
selections. You can choose from the menu what Boolean law you want to apply on the
flags filter.
You can set or reset all flags in one go.
A Grep search thru the history files is
available via the menu.
The button 'Listing'
is available from the tool bar for
the three windows, a filter mechanism is based on a logical OR calculation
of the activated flags. If none are selected all the items are listed.
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About the GPE editor
GPE is a very simple text editor that will be called by the core
program when some text data has to be displayed or printed.
All documents from the Suite are ISO
coded.
You can use any other editor you like. Just redirect the 'gpe'
binary to your favorite editor using ln -s command.
The core program will generally issue text files that are 70 lines x
80 columns matrix formated and an A4 paper format is expected to be
used.
For Linux users:
In order to print you have to create a small script named
<gpe-prt> that will take a single parameter ( the passed GPE file
name). This approach gives you full open door on what way the printing
issues are handled.
Here next examples for none and Postscript able
printers:
1) Please use the a2ps utility to translate your text
to postscript format. (no more needed for version 1.3)
#!/bin/bash
# script gpe-prt
a2ps -q -1 -B --borders=0 -o
/tmp/toprt.ps $1
gs-prt /tmp/toprt.ps
2) A script 'prt' called by 'gpe-prt' to send
the
Postscript doc. to an Epson Stylus Color printer using Ghostscript
tool .
#!/bin/bash
# script gs-prt
gs -sDEVICE=stcolor -sOutputFile=/tmp/to.lpr
-dNOPAUSE /usr/share/gs/6.53/stcolor.ps $1 -c quit
lpr /tmp/to.lpr
For Windows users a native printer utility is
added the to package to ease your printing requests.
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Delivery Documents
-Fig. 2-
This window( Fig. 2) will be displayed if you press the Delivery
document button.
In this window the button 'Import'
will get the data from the last selected item
from Stock.
The button 'Add'
inserts the item in the document( Max. 100 items per document.).
The button 'Edit'
send the
document to GPE.
The button 'Save'
send the
document to GPE and close it. Please ensure all is
100% OK !!! before you press this
command. A last modification can be done on the
document but the Stock adjustments will already be done.
Options Stock = Auto
must be activated from the menu options if you like the stock updates
automatically.
The flag '#' will then be set for the involved customer.
You can navigate from entry to entry with the arrow buttons.
Here next, the layout of some documents.
Godefroid
Rue de la Tasnière 74
1320 Genval
------------------------------------------------------------------------------
DELIVERY:
E0806-0001 CUSTOMER-REF:
R0070 DATE: 18/09/2006
------------------------------------------------------------------------------
CODE
DESCRIPTION
-% QUANTITY PRICE(*) VAT
------------------------------------------------------------------------------
2001
Fanta 25cl . . . . . . . . . . . . . . . .
2
0.70 19
------------------------------------------------------------------------------
(*) Prices VAT incl.
Godefroid
Rue de la Tasnière 74
1320 Genval
------------------------------------------------------------------------------
INVOICE:
F0806-0001
CUSTOMER-REF: R0070
DATE: 18/09/2006
------------------------------------------------------------------------------
CODE
DESCRIPTION
-% QUANTITY PRICE(*) VAT
------------------------------------------------------------------------------
DELIVERY: E0806-0001
2001
Fanta 25cl . . . . . . . . . . . . . . . .
2
0.70 19
------------------------------------------------------------------------------
Total
: 1.18
Total VAT
: 0.22
Total to be payed: 1.40 $
------------------------------------------------------------------------------
(*) Prices VAT incl.
The addresses are printed at the position you will specified in the
parameters menu of the core program.
Each document/letter you will send to a party will receive the address
printed in a place that should fit the transparent window of the
mailing envelopes.
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Mailing
the button
launches the 'Mail printer
scheduler'.
This is a sort of timer which can be starting , pausing and stopping
the printing job of the mail addresses.
On Linux it is possible to choose 2 formats of output.
- Mode Text.
- Mode Postscript.
As for GPE you need to write a small script mps-txt and mps-ps
following the selected mode.
If you use the Postscript mode, calling a2ps is not
needed.
For Windows the GPE printer utilities
are used.
The addresses are printed at the position you will specified in the
parameters menu of the core program.
Each letter you will send to the members will receive the address
printed in a place that should fit the transparent window of the
mailing envelopes.
Printing addresses on sticky labels is for a future release.
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The Suppliers Management
The Suppliers management window is very similar to the
Customer's one, the user will be able to use it without any difficulty
if he has some practice on the previous chapters. He should only
consider this on a Suppliers database point of view.
The 'Order' Button
enables an order document to be issued.
In version 2.3, a 'Receipt' button
reopens the order session
to give the user the possibility to adjust its stock data upon goods arrival,
the option stock auto
must be activated. A record is also available in the log file.
The followup of the payements can be achieved via the supplier history
file or by managing the transfer of document copies in a directory structure
organised by the user.
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Stock Management
Fig. 4
The Stock Management provides a database of all the merchandise items
the enterprise is dealing with.
The window(fig 4) gives the usual aspect of the two other ones.
To ensure some standard of documents layout, the input fields are
generally truncated at defined length.
Here are the length value:
- Item 45.
(Denomination)
- Code 6. (Your code reference.) letters also allowed.
- Buy and sell price 8
- Quantity 8
- VAT 5
- Item Supplier Reference. 15 (Supplier's item code)
- Supplier code 5 ( as defined in the Suppliers database)
- Bar code 63
- Minimum 8
- Categories & Remarks 63
The button 'Listing'
will provide the stock value with
the category and flags filtering.
A listing example :
*******************************************************************************
**************************** LISTING DU STOCK **************** DATE: 30/08/2005
*******************************************************************************
CATEGORIE: Tout
*******************************************************************************
CODE
DESCRIPTION
QUANTITE PRIX TC -% INFOS
-------------------------------------------------------------------------------
BA2000 Baguette
1kg
83
1.25
BA2003 Baguette
250gr
74
1.25 5 %&
BA2001 Baguette
500gr
63
0.85
3006
Bananes
1/kg
14
2.50 10
2015
Bitter Lemon
18cl
174
7.60 %
400100 Carrottes
/1kg
32.60 0.84
2012 Sprite
33cl
6
0.80 #
...
...
2014
Tonic
18cc
69
0.50 $
2100
Whisky JB
75cl
67
20.50 !$
bo1010 Yahourt nature
/1l
17
1.50
-------------------------------------------------------------------------------
VALEUR STOCK HT (Tout): 4320.57
-------------------------------------------------------------------------------
The automatic '#' flag warns you that the minimum has been reached.
The Supplier reference in an item data is used the verify the matching
when you fill an order document to a supplier.
Selecting an item within this window will make its data available for
both Customers and Suppliers managements.
Via the Menu/Parameters it is possible to initialize the letters A B C D with VAT values. These
letters are then usable in the %VAT
field.
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Particularities...
The Prices:
You can manage prices with or without including the VAT value. This
option is taken in account in Stock and Customers managements.
A tool is available to convert your all stock database on the choosed
implementation. The option of price type you choose is not affected by
this tool.
Totals calculations take the price types in account in all documents
you rise.
The curency symbol is retrieved from your locals setup.
History file:
Here we gather all the Costumer and Suppliers initialised data and all
the events attached to it.
Example:
Customer History
----------------
Customer Name : Godefroid
Address : Rue de la Tasnière 74
City : Genval
ZIP Code
: 1320
Contact : Linda
Tel Fax Gsm : 02 653 45 87
Email : Godefroid@yahoo.com
Type : ***
V.A.T N° : sans
Cat/Remarks : privé
Reference : R0070
*****************************************************************************
------------------------------------------------------------------------------
DELIVERY:
E0806-0001 CUSTOMER-REF:
R0070 DATE: 18/09/2006
------------------------------------------------------------------------------
CODE
DESCRIPTION
-% QUANTITY PRICE(*) VAT
------------------------------------------------------------------------------
2001 Fanta 25cl . . .
. . . . . . . . . . . . .
2
0.70 19
------------------------------------------------------------------------------
(*) Prices VAT incl.
~d> CUST.: Godefroid
~d> DELIVERY: E0806-0001
~d> DATE: 09 18 2006
~d> SHIPPING DATE:
~d> CARRIER:
~d> REMARKS:
~d>
------------------------------------------------------------------------------
INVOICE:
F0806-0001
CUSTOMER-REF: R0070
DATE: 18/09/2006
------------------------------------------------------------------------------
CODE
DESCRIPTION
-% QUANTITY PRICE(*) VAT
------------------------------------------------------------------------------
DELIVERY: E0806-0001
2001 Fanta 25cl . . .
. . . . . . . . . . . . .
2
0.70 19
------------------------------------------------------------------------------
Total
: 1.18
Total VAT
: 0.22
Total to be payed: 1.40 $
------------------------------------------------------------------------------
(*) Prices VAT incl.
~i> CUST.: Godefroid
~i> INVOICE: F0806-0001
~i> DATE: 09 18 2006
~i> DUE:
~i> PAYED:
~i> PAYMENT TYPE:
~i> REMARKS:
~i>
Tags are automatically added to copies informations in order to make Grep search
easier.
~i for invoices, ~d for deliveries, ~e for estimates, ~o for orders.
Spread Sheet:
In order to give you a way to import or export your data, a tool is
available from the Menu.
It will produce a CSV formated document.
Tested with Gnumeric, Kspread et Excel.
The button on the tool bar launch Gnumeric
or Explorer depending of the
O.S.
Import conditions:
-
The data must be in the same order as the fields in the concerned
window.
-
The Reference values are automatically produced, except for Stock.
-
The elements in the CSV file must be separated with ( ,
) and packed with (").
-
( ; ) is also accepted as
separator.
- !!! NO check of the data content is made !!!
The log file option:
The Log File option can be
activated from Menu/Options/Log and will produce a record automatically at marchandise
transfert or invoice/order edition. The stock update
must be set on
auto.
The Stock summary file is created automatically.
You can add the supplementary fields in the summaries via the Menu/Options/Log setup.
By having a look to these files content it's easy to understand the way
fields are filled.
These 'CSV' files are created in the $HOME/clients
directory.
- summary_inv.csv (Invoices)
- summary_stk.csv (Deliveries)
- summary_sup.csv (Ordering)
Copies Directories:
This option provide directories where you can send a copy of the
documents you are issuing for different purposes.
In this way it will bwe easy to have some control or over view on
finance followup.
You can create branches in these directories where you move the
documents depending on their actual status.
Languages:
This suite supports 4 languages to issue documents.
Conditions:
In the field Cat/Remarks, add one of these keycode.
- l=nl for Dutch
- l=d for German
- l=gb for English (default)
- l=f for French
Archive:
It is possible to create achives with the data and documents of the suite, this can be triggered from
the Menu. You can so keep
only the pertinent documents and data in consideration for a defined
period. The timming of these archiving actions is left to your own
discretion...
The states of document counters is not affected, nor saved.
In case of system crash(Who knows...) you can reestablish a previous
database.
Supplementary fields:
This option provides you a way to add 2 fields in the data capture
and saving process. The fields denomination is free and the input is
limited to 64 characters.
Please keep in mind, this is a not reversible
action!
Networking:
The suite on a
Linux platform can work in networking environement.
The under lying idea is to create some work stations( selling stations
)
with limited access that can rely on the same database.
The so called Selling stations,
will be able to:
- Create a new Customer data.
- Create delivery documents.
- Search and select in the Stock database.
Network setup:
1) Create a NFS server and install the Suite in local
mode.
2) On the Selling stations install the Suite also in
local mode. Then create a 'clients_nfs' directory
in the $HOME of each station. These directories must be linked to the
NFS server to the $HOME/clients
one. This should be defined in /etc/fstab
and /etc/export files ( Please refer to the NFS Howto's ). When
the 'clients_nfs'
on the station is mounted you can turn the Suite in network mode.
Keyboard shortcuts:
The goal is to let you work with the minimum mouse clicks.
The Menu provides shortcuts that can be modified for the present
session.
A hit on the return key should close Info windows.
The Home key selects the first categories button.
You can use the up/down arrow for the list navigation and the space bar
for selection.
Discount:
A discount % value can be entered when you issue a delivery document.
You can keep a discount % value upon an item in the stock database by
adding the keyword d=10 (for instance 10%)
in the Cat/Remarks field.
% values are limited to two digits.
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Problems and solutions ...
On version 2.5.0 possible crash with summary activated and no supplementary fields,
please upgrade to 2.5.1.
LSB3.1 is required for version 2.4, please ensure the packages LSB3.1 (core C++ desktop)
to be installed. The command 'lsb_release' can return the status of the LSB level.
On version 2.2.0 navigation problem with tke keyboard in categories selection,
will be fixed on next release, please use the mouse.
The languages in documents are not supported on 2.2.0 .
Will be fixed on the next release.
If you can't open an item form the list, it is probably locked by a
'???.lck' file in the $HOME/clients(Linux) or
C:\clients_db\clients(Windows)directory. You can deleted this file if
you are sure no one else is using the corresponding data. This can
happen by an unsuitable exit even from the program.
For Ubuntu user, you should go in su mode with the sudo -i command to install with the
script install.sh.
If the GTK2 test fails just invoke xhost
+ before you go in su mode.
The file
< .phdm_gtkrc > example
can be add in $HOME to tune the GTK look for the Suite.
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Contact
If you have some troubles, bugs or some wishes to submit, please send
us an email
.
For the time being this work is not 'Open
Source'.
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Download

Please create backups of your data before
any upgrade.
For linux $HOME/clients - For Windows
c:\clients_db\clients.
Please, launch 'clients' first after any upgrade action.
Version 2.5.2 for
Windows with auto installation (zip 430Kb )
Download
You'll need also the dll gtk2
for
Windows(95,98,2000), if not already installed. (2.3MB): download
You can install the dll generally in the system32 directory or in the same
one you used for the program.
For Windows XP or + : gtk2_16_dll_en (5MB)
Please read the attached INFO.
You'll need a Keycode to activate the full features.
Version expiring on the 31st of January 2011.
Version 2.5.2 (GTK2) environment LSB 3.1
core, C++ & desktop.
Version expiring on the 01/31/2011 Linux
Binaries (200k)
You'll need a Keycode to activate the full features.
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Copyright © PhDm 2002-2010