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user_manual:introduction_to_sql-ledger

Introduction to SQL-Ledger

Why SQL-Ledger

Advantages of SQL-Ledger

  • Flexibility and Central Management
  • Accessibility over the Internet (for some users)
  • Data is in a relatively open format
  • Integration with other tools
  • One of the best accounting options for Linux users.
  • Open Source
  • A flexible, open framework that can be extended or modified to fit your business.

Key Features

  • Accounts Receivable
    • Track sales by customer
    • Issue Invoices, Statements, Receipts, and more
    • Job costing and time entry for customer projects.
    • Manage sales orders and quotations
    • Ship items from sales orders
  • Accounts Payable
    • Track purchases and debts by vendor.
    • Issue RFQ's Purchase Orders, etc.
    • Track items received from purchase orders.
  • Budgeting
    • Track expenditures and income across multiple departments.
    • Track all transactions across departments.
  • General Ledger
  • Inventory Management
    • Track sales and orders of parts
    • Track cost of goods sold using First In/First Out method
    • List all parts below reorder point.
    • Track ordering requirements.
    • Track, ship, receive, and transfer parts to and from multiple warehouses.
  • Localization
    • Provide Localized Translations for Part Descriptions
    • Provide Localized Templates for Invoices, Orders, Checks, and more.
    • Select language per customer, invoice, order, etc.
  • Manufacturing
    • Track cost of goods sold for manufactured goods (assemblies)
    • Create assemblies and stock assemblies, tracking materials on hand.
  • Multi-company/Multiuser
    • One isolated database per company
    • Users can have localized systems independent of company data set.
  • Point of Sale
    • Run multiple cash registers against main SQL-Ledger installation.
    • Suitable for retail stores and more.
    • Supports some POS hardware out of the box.
    • Third party add-ons available for more functionality.
  • Price Matrix
    • Track different prices for vendors and customers across the board.
    • Provide discounts to groups of customers per item or across the board.
    • Store vendors` prices independent of the other last cost in the parts record.
  • Reporting
    • All basic financial statements supported.
    • Customer history, sales data, and additional information can be easily displayed.
    • Open framework allows for ODBC connections to be used to generate reports using third party reporting tools.
  • Tax
    • Supports Retail Sales Tax and Value Added Tax type systems
    • Flexible framework allows one to customize reports to change the tax reporting framework to meet any local requirement.

Limitations of SQL-Ledger

  • No payroll module (Payroll must be done manually)
  • Some integration limitations
  • Further development/maintenance requires a knowledge of a relatively broad range of technologies.

System Requirements of SQL-Ledger

  • PostgreSQL
  • A CGI-enabled Web Server (for example, Apache)
  • Perl with the DBI and DBD::Pg modules
  • An operating system which supports the above software (usually Linux, though Windows, MacOS X, etc. do work).
  • LaTeX (optional) is required to create PDF or Postscript invoices.

Next: User Account and Database Administration Basics

(First version from: An Introduction to SQL-Ledger by Chris Travers, 2006)

user_manual/introduction_to_sql-ledger.txt · Last modified: 2014/12/30 15:01 (external edit)