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opentaps Open Source ERP + CRM Version 1.0

Version 1.0 was released in March 2008 and is a complete enterprise application platform that brings together ERP, CRM, business intelligence, and mobility integration.  Opentaps 1.0 includes Customer Relationship Management (CRM); Enterprise Resource Planning; Financials and Accounting, Inventory, Warehouse, and Manufacturing; Purchasing; integrated Online and Point Of Sales stores.  It also includes tools for integration with external applications, including custom applications written, Outlook, and mobile devices are supported via SOAP, XML-RPC, and SyncML.

Specific features of opentaps Open Source ERP + CRM 1.0 include:

General Features

  • Fully integrate sales and marketing with customer service, warehouse, supply chain, online and physical stores, and accounting
  • Support unlimited stores, catalogs, categories, and products
  • Cross-sells and upsells for products
  • Support physical products, digital and downloadable products, variant products, configurable products, and customer gift cards
  • Price rules for customer or group-specific pricing
  • Online store promotion engine
  • Integration with major payment gateway providers
  • Fully integrated online and Point of Sales (POS) stores out-of-the-box

CRM Features

  • Automate sales process from lead gathering to conversion
  • Manage sales opportunities
  • Create sales visibility with forecasts
  • Share calendar and tasks with the entire team
  • Share and manage documents
  • Browser-based email with integration to email server
  • Customer services and case management
  • Quotes, order entry, and order prioritization
  • Manage marketing campaigns, including outbound emails and call management
  • Tracking code reporting and management
  • Address lookup and correction via USPS
  • Voice Over IP (VOIP) Integration

Warehouse and Manufacturing Features

  • Track non-serialized, serialized, and lot-based inventory
  • Host third-party or "virtual" inventory
  • Manage entire manufacturing process with Bill of Materials (BOM), production tasks, and work orders
  • Automate production and purchasing calendar with Material Resources Planning (MRP)
  • Fulfill orders efficiently with picking lists, web-based packing station, and shipment scheduling
  • Integration with UPS, FedEx, and DHL

Financial Management and Accounting Features

  • Industry standard double entry general ledger
  • Supports multiple organizations with unlimited hierarchy of accounts
  • Manage accounts receivables (AR) and accounts payables (AP), including invoices, payments, statements, aging
  • Produce financial and tax statements, including income statement, balance sheet, cash flow statement, trial balances, tax summary and detail reports
  • Fully integrated with orders, inventory, purchasing, manufacturing out-of-the-box
  • Scheduled transactions postings
  • Recurring invoices
  • Third party billing support
  • Payroll support

Technical Highlights

  • Built on Java J2EE with a Service Oriented Architecture and Model-View-Controller framework
  • Compatible with all major databases, including MySQL, PostgreSQL, Oracle, and SQL Server
  • Support for XML RPC, SOAP, and SyncML integration protocols
  • Incorporates the Apache Tomcat and Geronimo servers
  • Supports Java 5

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