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