README

NotrinosERP is an open-source, web-based Enterprise Resource Planning (ERP) system written in PHP and MySQL. Version 1.0 adds a full CRM, HRM/Payroll, and multi-level Approval Workflow module — everything a small-to-medium business needs in a single, self-hosted application.


Demo	demo.notrinos.com/erp1.0
Forum	forums.notrinos.com
Wiki / Docs	support.notrinos.com/1.0
License	GNU GPL v3 or later

Features
Requirements
Installation
Configuration
Modules Overview
Optional Modules
Debugging
Security
Contributing

Features

Multi-company — manage multiple companies from a single installation
Multi-currency — full foreign currency support with exchange rate management
Multi-language — i18n/l10n via .po/.mo gettext files
Multi-user — role-based access control with granular per-module permissions
Extensible — hook/extension system; add functionality without patching core files
PHP 5.6 – 8.4 compatible — runs on modern and legacy server stacks
Composer support — installable as a Composer project

Requirements

Component	Minimum
Web server	Apache, Nginx, or IIS with `mod_rewrite` or equivalent
PHP	5.6 – 8.4 (InnoDB PDO extension required)
Database	MySQL 4.1+ or any MariaDB version (InnoDB engine enabled)
Browser	Any modern browser with HTML5 support

Optional PHP extensions: gd (chart/graph reports), mbstring (UTF-8 handling), openssl (TLS mail)

Installation

Manual

Download the latest snapshot and unzip it.
Copy the entire contents into your web server document root (e.g. public_html/, www/, htdocs/).
Open your site in a browser: https://yourdomain.com (or https://yourdomain.com/NotrinosERP for a subdirectory).
Follow the on-screen installation wizard.
After successful installation, delete the install/ folder — it is a security risk to leave it in place.

Via Composer

composer create-project notrinos/notrinos-erp:dev-main my-erp-folder

Configuration

Core settings are split across two files:

File	Purpose
`config.default.php`	Shipped defaults — do not edit directly
`config.php`	Your local overrides — committed or excluded per your workflow
`config_db.php`	Database connection(s) — never commit real credentials

Key variables in config.default.php (override in config.php):

$debug          = 0;    // 1 = show SQL on DB errors
$show_sql       = 0;    // 1 = dump all SQL to page footer
$go_debug       = 0;    // 1 = basic debug; 2 = backtrace on failure

Multi-company database connections are defined as the $db_connections array in config_db.php.

Modules Overview

NotrinosERP 1.0 ships the following built-in application modules:

Sales (Customers)

Complete agreement-to-cash cycle with advanced pricing, discounting, commission, credit control, and returns management:

Transactions

Sales Agreements & Contracts — blanket orders, framework agreements, and contracts with Draft → Confirmed → Active lifecycle; inline line-item editor; "Create Sales Order" from active agreements
Sales Quotations — create and send price quotes with validity dates; quote templates for one-click quoting (required + optional/upsell products); mark won/lost with CRM pipeline integration
Sales Orders — full order entry with configurable sales types, price lists, and multi-currency support
Direct Deliveries & Invoices — shortcut paths bypassing the full quote→order→delivery→invoice flow
Template Deliveries & Invoices — create from recurring invoice templates; batch-generate recurrent invoices
Prepaid Orders — invoice against prepaid sales orders
Returns (RMA) — customer-facing Return Material Authorization with reason tracking, authorization workflow, and downstream actions: WH Return, Credit Note, or Replacement Order
Customer Payments & Credit Notes — freehand credits, invoice-linked credits, payment entry with multi-currency
Payment/Credit Allocation — allocate customer payments and credit notes against outstanding invoices

Pricing, Discounts & Commissions

Sales Pricelists — multiple price lists per currency with effective dates
Discount Programs — rule-based discount engine supporting percentage, fixed-amount, quantity-tier, and buy-X-get-Y rewards; coupon generation with validity windows; stackable promotions
Commission Plans — multi-tier commission structures (flat, tiered, quota-based); configurable calculation base (revenue, margin, quantity); period-based resets; sales person assignment
Sales Types — configurable transaction categories with price and tax factors

Credit Control

Credit Control Dashboard — at-risk customer identification; manual/automatic credit holds with configurable scope (orders, deliveries, invoices); hold release with audit trail
Credit Reviews — record credit limit changes and risk score adjustments; batch risk evaluation
Credit Status Setup — define credit status levels with reason codes

Inquiries & Reports

Sales Dashboard — KPI overview: revenue, orders, conversion rate, receivables, pipeline; period comparison with trend indicators; date-range filtering
Transaction Inquiries — quotation, order, agreement, RMA, and customer transaction histories; outstanding order/delivery views for dispatch planning
Analytics — Sales Performance, Margin Analysis, Discount Effectiveness reports
Commission Inquiry — track earned commissions and payouts per sales person

Maintenance

Customers & Branches | Sales Groups | Sales People | Sales Areas
Quotation Templates | Sales Pricelists | Sales Types
Commission Plans | Discount Programs | Credit Status | Credit Control

Purchases (Suppliers)

Complete purchase-to-pay cycle with sourcing workflow, vendor management, matching controls, and procurement planning:

Transactions

Purchase Requisitions — formalize internal demand with requester, department, required-by dates, and estimated pricing; inline line-item editor
Request for Quotation (RFQ) — issue competitive RFQs to suppliers with deadline/validity date controls; RFQ comparison matrix for side-by-side vendor response evaluation
Purchase Agreements — blanket agreements and framework contracts with configurable buyer, delivery location, and payment terms; Draft → Confirmed → Active lifecycle
Purchase Orders — full PO entry; outstanding PO maintenance with search; direct GRN/Invoice shortcuts
Goods Received Notes (GRN) — receive items against POs or standalone; PO receive items workflow
Supplier Invoices & Credit Notes — direct entry or PO-linked; fixed asset purchase support
Supplier Payments & Allocation — multi-currency payments; allocation of payments and credit notes

Sourcing & Vendor Management

Vendor Evaluation — configurable evaluation criteria with scoring methods (manual, calculated, formula); weighted scorecards with 0–100 scoring; evaluator assignment; period-based assessments
Vendor Scorecard — aggregate performance view per vendor across evaluation periods
Vendor Pricelists — maintain and compare supplier pricing across items and dates
Purchase Order Templates — pre-define PO lines for frequently ordered items with default quantities and preferred suppliers

Matching & Bill Control

3-Way / 2-Way Matching — PO → GRN → Invoice matching with configurable tolerances (percentage or fixed amount) per matching type (price, quantity, total variance)
Matching Actions — warn, block, or require approval when tolerances are exceeded
Matching Exceptions — central exception dashboard to review, approve, reject, or resolve matching variances with core approval workflow integration

Procurement Planning

Procurement Plan — auto-generate replenishment suggestions (auto-reorder, demand-based, or manual); approve line-by-line; batch create POs from approved plan
Reorder Rules — per-item replenishment rules with min/max levels, reorder quantities, preferred suppliers, lead times, and auto-create RFQ/PO flags

Inquiries & Reports

Purchase Dashboard — spend overview, vendor performance, price variance analysis
Transaction Inquiries — requisition, RFQ, agreement, PO, and supplier transaction histories
Analytics — Purchase Spend Analysis, Vendor Performance, Purchase Price Variance reports

Maintenance

Suppliers | Vendor Evaluations | Vendor Evaluation Criteria | Vendor Pricelists
Purchase Order Templates | Purchase Matching Configuration | Reorder Rules

Inventory

Comprehensive inventory management with full warehouse management system (WMS), advanced item tracking, and pricing/costing engines:

Transactions

Inventory Location Transfers — move stock between locations with full audit trail
Inventory Adjustments — quantity and value adjustments with reason codes

Warehouse Management (WMS)

Warehouse Dashboard — real-time visibility of stock levels, movements, and warehouse KPIs
Warehouse Locations — hierarchical location structure with zones, aisles, racks, and bins
Storage Categories — capacity-aware storage classification with attribute-based bin assignment rules
Putaway Rules Engine — configurable putaway strategies by item, category, or storage type with sequence ordering; "Test Putaway" preview tool for bin assignment validation
Removal Strategies — FEFO, FIFO, LIFO, and custom removal rule configuration per storage category
Receipt Operations — guided receiving workflows with quality check gates
Dispatch Operations — outbound processing with shipment consolidation
Transfer Orders — warehouse-to-warehouse transfer planning and execution
Routes & Rules — configurable walking paths and routing logic for optimized pick paths
Wave/Batch Picking — create, release, start, complete, and cancel picking waves; pick lists sorted by walking path; per-line confirmation with short-pick handling and alternate bin suggestions — 30%+ productivity improvement
Packing Stations — structured pack operations with container tracking and shipment verification
Shipping — carrier integration, label generation, and shipment tracking
Cycle Counting — rolling count plans (ABC-class based, by location, or blind); count sessions with variance review; replace annual physical counts with continuous verification
Replenishment Engine — demand-driven bin replenishment with min/max triggers
Material Requests — formalize internal demand for non-sales stock consumption
Scrap Entry — record and track scrap/waste with reason codes
Return Orders — structured return processing with condition assessment and disposition routing
Cross-Dock / Drop-Ship — monitor cross-dock candidates from pending SO lines; create drop-ship POs linked to sales orders; item eligibility and location configuration
Consignment & VMI — receive, consume, and return vendor-owned stock; VMI min/max level configuration with alerts and stock level export
ABC Classification — item ranking by value, velocity, or quantity with dynamic class thresholds
Mobile Scanner — web-based barcode scanning for receive, putaway, pick, count, transfer, and ship operations; serial number lookup

Advanced Item Management

Serial Number Tracking — full lifecycle tracking with serial inquiry and lifecycle audit; customer equipment register for installed-base management
Batch/Lot Management — batch number assignment, inquiry, and lifecycle traceability
Expiry Date Tracking — expiry dashboard with FEFO picking support and shelf-life monitoring
Quality Inspection — configurable quality parameters per item; inspection entry with pass/fail disposition; link to batches and serials
Warranty Management — warranty claim entry, tracking, and resolution; warranty provision settings and financial provisioning inquiry
Recall Campaigns — manage product recalls with batch/serial targeting and status tracking
Full Lifecycle Traceability — serial and batch lifecycle views with forward/backward trace
Regulatory Compliance — compliance rule configuration for pharma, food, and regulated industries (e.g. GS1, FDA 21 CFR Part 11 readiness)
Barcode/QR/RFID Labels — label generation and printing with configurable formats

Pricing and Costs

Sales Pricing — manage selling prices by item, customer group, or currency
Purchasing Pricing — manage purchase costs by item and supplier
Standard Costs — update and maintain standard costing with variance tracking

Inquiries & Reports

Stock Movements & Status — real-time quantity-on-hand, available-to-promise, and movement history
Serial & Batch Inquiries — search by serial/batch number with full chain of custody
Expiry Dashboard — visual expiry status with date-range filtering
Warranty Provision Inquiry — track warranty exposure and provision balances
Inventory Reports — valuation, stock status, and analytical reports

Maintenance

Items | Foreign Item Codes | Sales Kits | Item Categories
Inventory Locations | Units of Measure | Reorder Levels
Serial Numbers | Batch/Lot Numbers | Quality Parameters
Tracking Settings | Barcode Labels | Provision Settings | Regulatory Compliance

General Ledger

Complete double-entry accounting with multi-currency support, budgeting, accruals, and full financial reporting:

Transactions

Payments — record outgoing payments with multi-account allocation
Deposits — record incoming deposits linked to bank accounts
Bank Account Transfers — transfer funds between bank accounts with currency handling
Journal Entry — general purpose journal vouchers with multi-line debit/credit entries; quick entry templates for recurring journal patterns
Budget Entry — define fiscal year budgets per GL account with period-level detail
Revenue / Cost Accruals — schedule and post accrual entries for revenue and expense recognition across periods
Bank Account Reconciliation — reconcile bank statements against GL transactions with starting/ending balance verification

Currency Management

Currencies & Exchange Rates — define currencies with ISO codes, symbols, and decimal places; maintain exchange rate history
Revaluation of Currency Accounts — process currency revaluation for bank and GL accounts, generating automatic journal entries for unrealized gains/losses

Inquiries & Reports

Journal Inquiry — search and review all journal entries with drill-down to source transactions
GL Account Inquiry — view transaction history for any GL account with running balance
Bank Account Inquiry — view all transactions affecting a bank account with current balance
Tax Inquiry — review tax collected/paid with transaction-level detail
Trial Balance — period-end trial balance with drill-down to account transactions
Balance Sheet Drilldown — interactive balance sheet with account-level drill-down
Profit and Loss Drilldown — interactive P&L with period comparison and drill-down
Banking Reports — bank statement, reconciliation, and transaction reports
General Ledger Reports — chart of accounts, journal reports, and GL analytics

Maintenance

GL Accounts | GL Account Groups | GL Account Classes
Bank Accounts | Quick Entries | Account Tags
Currencies | Exchange Rates | Close Period | Revaluation

Manufacturing

Complete production management from BOM definition through work order lifecycle:

Transactions

Work Order Entry — create production orders with configurable types (standard, advanced); specify required quantity, start date, and delivery location
Outstanding Work Orders — search and manage open work orders with status filtering
Work Order Release — release approved work orders to the production floor; validates BOM components and work centre availability
Issue Items to Work Order — record material issues against work orders with serial/batch tracking support for component traceability
Add Finished Products — receive completed goods into inventory with optional QC acceptance
Work Order Costs — review actual vs. standard costs per work order with material, labour, and overhead breakdowns

Inquiries & Reports

Costed Bill of Materials Inquiry — view BOM structure with rolled-up material, labour, and overhead costs
Where-Used Inquiry — trace where a component item is used across all BOMs and work orders
Work Order Inquiry — search and view work orders by status, date range, item, or location
Manufacturing Reports — work order status, production variance, and BOM reports

Maintenance

Bills of Material — define multi-level BOMs with component quantities, work centres, and locations; supports manufactured items and sales kits
Work Centres — define production centres with capacity and cost rate configuration

Fixed Assets

Complete asset lifecycle management from acquisition through disposal with depreciation processing:

Transactions

Fixed Assets Purchase — acquire assets via supplier invoice with automatic asset register creation
Fixed Assets Location Transfers — move assets between locations while maintaining cost centre history
Fixed Assets Disposal — write off or dispose of assets with gain/loss calculation
Fixed Assets Sale — sell assets via sales invoice with automatic disposal and gain/loss posting
Process Depreciation — run periodic depreciation (straight-line or diminishing balance) per asset class; generates GL journal entries automatically

Inquiries & Reports

Fixed Assets Movements — view asset transaction history with acquisition, transfer, depreciation, and disposal events
Fixed Assets Inquiry — detailed asset register view with current book value, accumulated depreciation, and net book value
Fixed Assets Reports — depreciation schedule, asset register, and disposal reports

Maintenance

Fixed Assets — manage asset master records (capitalization date, cost, salvage value, depreciation method, useful life)
Fixed Assets Locations — define physical locations for asset tracking
Fixed Assets Categories — classify assets by type for default depreciation settings
Fixed Assets Classes — define depreciation parameters: method (straight-line / declining balance), rate, and GL accounts for cost, accumulated depreciation, and depreciation expense

Dimensions (optional)

Project and cost-centre tagging system for cross-module transaction analysis. Enabled via Company Setup → use_dimension.

Transactions

Dimension Entry — create dimensions (projects, cost centres, departments, campaigns) with reference, name, dates, and tags
Outstanding Dimensions — view and close active dimensions

Inquiries & Reports

Dimension Inquiry — search dimensions by reference, name, date range, or tag; view all transactions linked to a dimension
Dimension Reports — dimension-level profitability and cost analysis reports

Maintenance

Dimension Tags — tag dimensions for categorization and filtering

Dimensions can be tagged on transactions across Sales, Purchasing, Inventory, GL, and Manufacturing modules for consolidated reporting.

Optional Modules

CRM — Customer Relationship Management

Enable via Company Setup → Optional Modules → CRM.

Area	Features
Transactions	New Lead, New Opportunity, Schedule Activity, Convert Lead, New Campaign, New Contract, New Appointment, Bulk Operations
Reports & Inquiry	Pipeline View, Lead Inquiry, Activity Inquiry, Campaign Inquiry, Pipeline Analysis, Win/Loss Report, Expected Revenue, Forecast Report, Lead Source Report, Team Performance
Maintenance	Manage Leads/Opportunities/Campaigns/Contracts/Appointments, Sales Teams, Lead Sources, Pipeline Stages, Lost Reasons, Activity Types, Activity Plans, Appointment Types

Highlights:

Unified Lead + Opportunity model (single table, is_opportunity flag)
Configurable Kanban-style pipeline stages with probability
Activity chaining — suggest or auto-trigger a next activity on completion
Activity plans (pre-configured multi-step sequences)
Campaign management with email sequences; ROI tracking
Contract management with renewal alerts
Self-service appointment scheduling
Rule-based lead auto-assignment to sales teams
Communication log survives Lead → Customer conversion
Predictive lead scoring configuration

HRM — Human Resources & Payroll

Enable via Company Setup → Optional Modules → HR.

Area	Features
Transactions	Attendance Entry, Attendance Sheet, Leave Request/Approval, Overtime Request/Approval, Salary Revision, Employee Transfer, Payslip Entry, Payroll Processing, Payroll Approval, Payment Advice, Payment Batch, Loan Request/Repayment, Employee Separation
Reports & Inquiry	Attendance Report, Leave Balance, Payslip History, Payroll Summary, Employee Directory, Employee History, Department Costs, Loan Outstanding, Employee Transactions
Maintenance	Employees, Departments, Job Classifications, Positions, Pay Grades, Overtime Types, Leave Types & Policies, Deduction Codes, Attendance Deduction Rules, Work Shifts, Working Days, Holiday Calendar, End-of-Service Tiers, Pay Elements, Salary Structure, Tax Brackets, Statutory Deductions, Loan Types, Import/Export Employees

Highlights:

Complete attendance-to-payslip-to-GL payroll flow
Configurable pay elements (fixed, percentage, formula)
Country-agnostic salary structure with versioning
Leave accrual, balance, and workflow
Overtime request with approval chain
Payroll batch processing and bank payment advice (WPS-compatible output)
Employee loan management
End-of-service (gratuity) calculation tiers
Hook system for country-specific statutory deductions (e.g. GOSI, EPF)
Translations extraction tool: php hrm/tools/extract_translations.php

Approval Workflow System

A universal, multi-level approval workflow available for any transaction type.

User-defined multi-level approval chains with role-based routing
Value-based automatic approval thresholds
Complete audit trail of all approval actions, edits, and comments
Transaction number reserved at draft creation (no separate draft numbering)
Approval dashboard across all modules
HRM approvals (leave, overtime, payroll) run through the unified engine

Debugging

Set these in config.php (or toggle via Company Setup → System Preferences):

$debug    = 1;  // Show SQL on DB errors
$show_sql = 1;  // Dump all queries to page footer
$go_debug = 2;  // Show backtrace on failure

Security

Always delete the install/ folder after installation.
Never commit config_db.php with real credentials — add it to .gitignore.
Pages are protected by check_page_security() using numeric access-level constants.
CSRF protection is applied centrally via includes/.
To report a vulnerability, see SECURITY.md or email support@notrinos.com.

Contributing

Fork the repository and create a feature branch.
Follow existing code conventions (procedural style, full descriptive names, docblock comments on new functions).
Test against PHP 5.6 and PHP 8.x.
Submit a pull request with a clear description of the change.

Bug reports and feature requests: forums.notrinos.com/forums/bugs-problems

notrinos / notrinos-erp

Maintainers

Package info

Statistics

Security

README

Table of Contents

Features

Requirements

Installation

Manual

Via Composer

Configuration

Modules Overview

Sales (Customers)

Purchases (Suppliers)

Inventory

General Ledger

Manufacturing

Fixed Assets

Dimensions (optional)

Optional Modules

CRM — Customer Relationship Management

HRM — Human Resources & Payroll

Approval Workflow System

Debugging

Security

Contributing