trinion_tp

This module is multilingual. There are 2 languages available in it - Russian and English. The description of the module in Russian is available at the link.

What is the basic functionality?

Everything that is necessary for conducting trading operations based on the UFMTP model.

What unique features does this project add?

The ability to maintain full-fledged trade accounting in the Drupal system.

When and why will someone use this module?

If you need a free, thoughtful trading accounting system while you are a freelancer or you have your own online store, then this system is for you.

For freelancers, it is necessary to conduct mutual settlements with their customers and contractors.

For online stores, the system is needed to fully reflect transactions without using any integrations. To do this, you need to write an online store, install the Trinion Shopping Cart and Trinion Trade modules and work in the same system.

What use cases are there?

1. If you have an online store, then by connecting the Trinion Shopping Cart module, all orders placed by customers will automatically appear in your Trading system and, accordingly, you will create all the necessary documents in order to carry out the necessary trading operations for this sale.
2. Using Trading as a separate system. That is, you may not have an online store at all, and you enter orders into the system manually, or upload orders to the system via the API using the Drupal API, after which you keep a full-fledged trading account in the Trading system. If necessary, you can upload Trade data to other systems.

How does the module work after it is installed?

From a technical point of view, the necessary types of materials are created, for example, Customer orders, Orders to suppliers, that is, all the necessary document flow, which is described in the article Document flow in a commercial enterprise, and the necessary reference books. The user fills in these directories and uses them to reflect in their business operations and form the necessary printed forms.

Should I go to the configuration page?

You only need to fill in the necessary reference books:

• Organization
• Units
• Currency
• Warehouses
• Organization's account
• Price types

Is it worth looking for new types of materials?

Yes, when installing the module, the following types of materials will be created:

• Sales order
• Purchase order
• Movement
• Companies
• Stock
• Shipment
• Payments Made
• Payment received
• Purchase Receive
• Reserve
• Service and Item row
• Customer invoice to pay row
• Seller invoice line for payment
• Invoice
• Bill
• Item
• Price

Does this project need something besides the Drupal core?
A third-party dompdf library is used to generate printed forms. The system contains twig templates that are used to generate:

1. Printed forms.
2. To display the document display form directly in the system.

If you want to change something in the printed form, then you can make these changes to the twig template.
Are there any projects extending or improving the functionality of this project?
Yes, most of the Trinion ERP developments are combined with this module, expand and improve it:

1. Permissions – Assign roles to users and easily manage their rights.
2. Shopping cart is a full-fledged functionality of an online store. After placing an order by the buyer in the online store, this order is immediately available in the accounting system for further business operations with it.
3. CRM – combine the entire sales chain from registration in the lead system, to carrying out the entire trading operation according to the documents.
4. Telephony is an extension for CRM. Control telephone communication with Customers and Suppliers (storing conversation recordings, recording calls, automatically linking a call to a Contact).
5. Change log is a universal module that complements any other Trinion module, as well as any kind of Drupal material. The module allows you to track in detail the changes made by users in any field of any material, and displays a convenient representation in the form of a table.
6. The Taskbook is a large module that can be used separately from all other modules, but it fits well with Trinion Trading, as it allows you to assign tasks to users with reference to Trade objects. For example, you can specify a link to the Account and the responsible person will be able to seamlessly click on the link to the account and immediately start completing the task.
7. Mail is a module that expands the capabilities of the Taskbook. Registration of tasks and comments from emails in the system, automatic sending of notifications to the mail of those responsible for the task.

How does it work?

You install the module and use the system documents that you need. At the same time, it is necessary to understand that the system has a strict sequence of business operations outlined in the UFMTP model, which can be studied in the UFMTP article. A universal functional model of a trading enterprise in IDEF0 notation.
In short, the list of the sequence of documents in the Trading module looks like this:

1. Sales order
2. Invoice
3. Payment received
4. Purchase order
5. Bill
6. Payment made
7. Purchase Receive
8. Shipment

However, it should be borne in mind that if you miss something, then perhaps the trading operation cannot be completed. For example, without a completed invoice, it will be impossible to reflect the buyer's payment for his order, since the order cannot be paid, only the invoice that is created based on this order.