I've just updated the test site to our current codebase, which is also updated to drupal's CVS repository. The quote -> invoice -> receive payment process is working quite well, a new quickjump block has been added, and the sales menu now lists sales.

There are lots of bugfixes, and neatening things up, but it is still a pain to setup from scratch.

There are some problems with this test version though, we use a taxonomy vocabulary to determine if purchase orders and quotes are open/closed, but there is no equivalent on the test site, and I think we'll move to a separate field like the invoice uses in the future, so at the moment, the quotes and purchase orders menus just list them all.

Welcome to the erp test site

Please signup, and you will automaticalyl be assigned erp roles. Note, this is also where I do testing after CVS updates, so is occasionally broken.

We are doing a lot of cleanup work on the 4.7 version at the moment, and starting on 5.0.

To get started, search for a customer, then either add them as a new customer, or click on an existing match.

Once "Focused" on a customer, you can create "jobs", invoices, quotes etc. Jobs in in daily use by us, the rest is getting close, but not in full use yet.

All feedback appreciated!