=== The last word in ERP: Purchasing, Inventory, BOM, Fulfillment, Track and Trace, Sales Analysis ===
Contributors: unitybusinesstechnology, profitori, pau1andrews
Tags: ERP, stock control, inventory control, gross margin, po entry
Requires at least: 4.7
Tested up to: 5.9
Stable tag: 1.0
Requires PHP: 5.6.0
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html
ERP for WooCommerce: Purchase Orders, Stock Control, Work Orders, Product Levels, Packing Lists, Serial/Lot Tracking, Margin Reporting and more.
== Description ==
Profitori extends WooCommerce to cater for additional business functions. (The types of features typically provided by Enterprise Resource Planning systems such as MYOB, SAP, Microsoft Dynamics and others).
NOTE: You can try the PRO version free for 90 days. No credit card required. Links to PRO download and discount coupon are inside the free version.
* Stock Level Analysis - View Short Stock - Forward Cover Report - Automatic Min-Max Ordering
* Purchase Order Entry - Supplier Maintenance - Print Purchase Order PDF - Manage PO life-cycle
* Monitor Incoming Purchase Orders - View Overdue POs - Receive Purchases on PO Receipts (with barcode scanning)
* Partial and Full PO Receipts - Print Labels after receiving
* (PRO) Serial / Lot Number Track and Trace
* (PRO) Review profit margin and update Retail Pricing in PO Entry and PO Receipt Entry
* (PRO) Delivery Note PDF
* (PRO) Purchase Price Changes report - Purchase Order Returns
* Average Costing - Automatically adjusted as stock received
* (PRO) Cost roll-ups on Bill of Materials (Bundles / Product Levels)
* WooCommerce stock levels available for sale automatically updated when PO stock received
* (PRO) Define and sell Bundles (BOM / Product Levels) - Store stock for parent product automatically reflects component availability
* Track Sales with the Profitori Sales and Invoices report
* (PRO) Fulfillment - View Unfulfilled Sales Orders - Manage and Print Packing Lists
* (PRO) Fulfillment of assembled stock sales - See Quantities to Make - Stock levels of components automatically adjusted - Assemble bundles directly from Packing Lists
* Review unpaid Sales Invoices - Sales Invoice PDF
* Analyze Profits - Profits by Supplier - Profits by Category
* (PRO) Profit charts - by Supplier - by Category - by Week
* (PRO) Easily adjust PO, Invoice and other PDF formats
* WooCommerce stock management, tracking and auditing
* View Inventory balances and values, with customizable columns, sorting and search - Track total inventory value - Exclude Consignment stock
* Manual Stock Adjustments - Dated and annotated for audit purposes
* Multiple Warehouses / Locations - View Quantities on Hand and Stock Valuation by Location
* Perform Stock takes
* (PRO) General Ledger
* (PRO) Generate compartmentalized stocktake from filtered product list
* Multi-Currency
* Inventory History (stock movement transactions) - Audit Inventory Movement
* (PRO) Bulk Product Trash based on multiple attributes specified by you
* (PRO) User Defined Filters on all Lists and Reports
* (PRO) Super-flexible, auto-refreshing live Dashboard
* (PRO) Graphical Charts showing Key Performance Indicators
* (PRO) Customizable with low-code Javascript - Modify any standard Profitori page - Add your own pages
* Tax Reporting on Purchases (e.g. for VAT)
* Extract data to Excel
* Import data from Excel
* Print product labels when receiving goods (or at any other time), with configurable layout to match any stationery
* Print barcodes on labels: CODE128 CODE128A CODE128B CODE128C EAN13 UPC EAN8 CODE39 ITF14 MSI MSI10 MSI11 MSI1010 MSI1110 pharmacode codabar
* Store attachments on all document types
* Easy migration from ATUM
* Supports Wordpress Multi-site
* Supports Polylang
Languages Supported: Chinese, Spanish, Indonesian, English
For full details, download the [User Manual (PDF)](https://profitori.com/pro/help).
All of these capabilities are added directly to your Wordpress admin console. No additional software, service or hosting is required. All data is stored securely in the same database that holds your WooCommerce data. No data is stored off-site.
Profitori is intuitive and easy to use, with clean uncluttered screens and a consistent experience throughout the plugin.
Profitori has a very small footprint on your server, as most of the work is done on the client machine inside the browser. Profitori uses modern client-side technologies such as ReactJS for almost all of its functionality.
Profitori is fast due to its unique architecture. Data is cached on the client wherever possible, minimizing network traffic and load on the database.
Profitori is robust due to our "test first" philosophy. All features were developed using a Functional Test-Driven Approach. This has resulted in a solid core of features that have been, and will continue to be, tested many times, far more than can be achieved with manual testing.
Profitori has been built from the ground up with ease-of-extension in mind. Contact us via Support for enhancements - you will be surprised at how quickly and efficiently these can be delivered.
== Installation ==
1. Install Profitori through the 'Plugin' screen in WordPress.
2. Activate the plugin.
3. If you haven't already, enable stock management in WooCommerce (WooCommerce > Settings > Products > Inventory > Manage Stock).
== Frequently Asked Questions ==
= How can I load in initial Average Costs of products from data already stored in custom attributes? =
You can do this via Settings > Utilities > Import Unit Costs
= What are the minimum requirements to run Profitori? =
Profitori requires PHP version 5.6 or greater, and WooCommerce 3.0.9 or later (including 4.0+).
= Is Profitori free? =
Yes, at present Profitori is free, and all features in the current version will remain free forever.
As time goes by we will add new free features, as well as paid premium features.
= Where do I report issues and get help? =
Use our [Contact Us page](https://profitori.com/contactus/). We will endeavour to respond within 24 hours (on business days).
== Screenshots ==
1. The Profitori home page, with convenient links to the main features.
2. Purchase Orders. All orders are listed, latest first. You can sort by any of the columns, or search instantly across all fields shown in the table. (Sorting and searching works the same in all Profitori lists). You can add a new order, edit an existing one, or trash an order.
3. Add / Edit Purchase Order. Orders may be downloaded to PDF.
4. Add / Edit Purchase Order Line. Pricing information automatically flows through to inventory valuations (on an Average Cost basis).
5. Receive Purchases. When you receive a purchase order, stock levels are automatically adjusted in WooCommerce.
6. Stocktake.
7. Enter Stocktake counts. All stocktake adjustments are automatically and instantly reflected in WooCommerce.
8. View Inventory Levels and Valuations. From here you can adjust inventory levels, adjust valuations, and view a history of all movements in inventory levels going back to when you first installed Profitori.
9. Enter Inventory Level Adjustment. All adjustments flow through automatically and instantly to WooCommerce.
10. View Inventory History. A full audit trail of all movements of stock in and out.
11. Adjust Inventory Value.
12. View Profits by Product.
13. Add / Edit Supplier.
14. View Short Stock.
15. Purchase Order PDF.
16. Listing of Sales and Invoices.
17. Sales Invoice PDF (available from within View Order, In Sales and Invoices).
18. Unpaid Invoices - convenient list of orders that have not yet been paid for.
19. Overdue Purchase Order Stock - shows items that were due to have been received but which have not been.
20. Purchase Orders Report.
21. Profitori Spanish Language (Profitori detects your language from the browser settings)
22. Profito
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