Group Members:

Abiog, Esperanza Pasikan, Lumnay Katherine

Aquebay, Jeimar Poblete, Ermalyn
Bacud, John Peter B. Pugal, Joanna
Latawan, Rocel Viñas,Kimberly

ERP5
Enterprise Resource Planning is the integrated management of main business processes, often
in real time and mediated by software and technology. ERP provides an integrated and continuously
updated view of core business processes using common databases maintained by a database management
system.
ERP5 is an open source Enterprise Resource Planning (ERP) system created and developed by
Nexedi, an open source software publisher based in France, Japan, Senegal, Brazil, and Germany. It has
been initially released on 2002 and is based on Python programming language and Zope Object
Database. It is being particularly based on a unified modeling language to describe it implementation.
ERP5 is an example of an ERP software system whose source code has been made publicly available and
is offered commercially free by the solution provider.
Our group was tasked to demonstrate the application of the ERP5, particularly on different
business functions from different modules. For this task, we conceptualized a company that would
employ ERP5 in the management of its business processes.
Company Name : Flower Rangers
Description: It is a medium-sized company that manufactures and sells flower-based gifts.
They also offer flower arrangement services for various events. It is a mix
between a manufacturing and a servicing business.
Business Units:
 Flower Arrangement Services Business Unit (Servicing)
 Wedding Floral Arrangements
 Birthday Surprise Bundle
 Valentine’s Day Bundle
 Funeral Floral Arrangements
 *Floral arrangements for other parties and events

 Flower Gifts Business Unit (Manufacturing)

 Bouquets
 Garlands
 Individual flowers (Rose, Tulips, etc.)
 Potted/house flower plants (Orchids,etc)
 Gifts and Flower token
Business Size: Medium-sized enterprise (60 employees)
Market Reach: Entire Luzon
 Features of ERP5 Software
(Application to the management of Flower Rangers Company)

1. Front Page
-It contains different tabs for different purposes
• Quick Search tab- a tab that provide answers for short queries and allows searching directly
through all documents in the system.

• Contribute tab- a tab that allows uploading a document in the system

• Browse tab- a tab that displays and allows access to the different ERP modules as well as
the different business functions for each module

• New tab- it contains the links that opens up a page for creating new draft documents
• Dig tab- a tab that allows performing an advanced/deeper search in each module

• Reports tab- it displays the access links for the generated reports on each module
• Printouts tab- allows access to printouts available on each module

• Exchange tab- allows accessing modules import/export features. Most reports from report
tab are also available in spreadsheet format here in the exchange tab.
2. Organizations module– is a feature on ERP5 wherein we can create and set up an account for the
organization/company. It can be accessed by clicking on the “Organisations” link under the “Base”
within the browse tab.

After which, we click on the actions button which will open up a drop down list. We select “Add
Organization” from the list, which will open up the view tab for the organizations module.

a. View Tab- In this tab, general information about the organization must be filled in.
b. Details tab- additional information and details of the organization must be filled out in this tab.

 After filling out the details about the organization each tab and before moving on to the next tab,
we must click the floppy disc icon located in the upper right corner of the tab to save our
progress.
3. Persons Module- is a feature in ERP5 wherein we can create a profile for a person. This person may
be theowner, an employee, a client, a sipplier,etc. To access the persons module, wemust click on the
“Persons” link located under the “Base” within the browse tab.

We then click on the action button which willopen up a dropdown list. We select the “Add Person”.
This will open up the view tab of the persons module
a. View Tab- within the view tab, we must fill in with some general information about the person of

whom we would create a profile.

b. Details Tab- additional general information and details of the person must be filled out in this tab.

c. Bank Account- We then click on the action button and then select “Add Bank Account” from the
dropdown list. This will open up the view tab of the Bank Account section.

In this tab,we fill out the banking details of the person.

  After filling out the details about the person on each tab and before moving on to the next tab, we
must click the floppy disc icon located in the upper right corner of the tab to save our
progress.

d. Reports- Tabulated details of the persons accounts can be seen on the “Persons” page.
4. Currencies Module- is a feature in ERP5 wherin we can input details about the selected currencies
which will be used for business transactions.
a. View Tab- within the view tab, we must fill in the details of the currecncy to be used.

b. Reports – tabulated details of the currencies can be viewed on the currency account.
5. Account Module- is a feature of ERP5 wherin we can set up the different financial statement accounts.
These accounts will later beused for the accounting purposes.

a. View Tab- itn this tab, we input details about the financial statement account that we want to add to the
system.

b. Reports - tabulated details of the different financial statement accounts that were added to the system
can be viewed on the “Accounts” page
6. Product Module –is a feature of ERP5 wherein we can enter details and information about the
products offered by the company.
a. View Tab-in this tab, we can input the details of the products that the company offers.

b. Measure Tab-in this tab, we can choose the unit of measurement as well as the price per unit of
measurement.
c. Sale Tab – in this tab, we can input the quantity and the amount of the products that have been sold.

d. Reports – In this tab, we can view the tabulated details about the products.
7. Services Module –is a feature of ERP5 wherein we can input the details of the services offered by the
company.
a. View Tab- in this tab, we can enter the details and information about the services pffered by the
company.

b. Measure Tab- in this tab, we can choose the unit of measurement(time/duration) as well as the price for
the duration of the service.

c. Sale Tab- in this tab, we can input the measure and the price of the services rendered
d. Reports - In this tab, we can view the tabulated details about the services

8. Sale Trade Condition Module- is a feature of ERP5 wherein we can input the trade conditions. Trade
Conditions are information about the payment mode, the currency, the tax behavior, the discount
behavior, the delivery mode, the incoterm.
a. View Tab- is here we input the trade conditions
b. Payment Tab- is where we input the payment details

c. Profile Tab- is where we enterthe details of the invoice sender and the payee.

d. Sale Supply Line

e. Reports

9. Sale Order Module- is a feature of ERP5 where in we can create,edit, and manage customersorders.
a. View Tab
b. Payment Tab

c. Profile Tab
d. Sale Supply Line

e. Reports
10. Accounting Module- is a feature of ERP5 with a complete accounting solution which has been
certified by accountants. The report system allow you to print automatically the general ledger, balance,
results etc. The accounts used here were the ones added in the accounts module

a. View Tab

b. Details Tab
c. Source Conversion Tab

d. Profile Tab