Customers Suppliers and Stock Management Suite

Last news

Briefly

Description

The Customers Management

The Suppliers Management

The Stock Management

Contact

Problems & solutions

Particularities...

Download

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 )
Up

Quick overview



What can you expect from these programs...

Up 

Description


This suite is made of three interactive parts to be used for small business management, the parts are:

  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) .


  Up

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 :

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.

Up

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.
Up

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.

Up

 

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.

 Up

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.

 Up

Stock Management

stock window
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:

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.

Up

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 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.

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.

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:

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.

Up

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.
Up

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'.

Up

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.

For Windows
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.

For Linux
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.

 Up
 

Copyright © PhDm 2002-2010