ERP system for managing stations for filling tank containers
Project background
The first issue that arose during the development of this project was data security. The project was already operational, and clients were actively using it. Rewriting the project from scratch was not a rational decision. Therefore, it was decided to separate the tasks related to project security, stability, and the development of new functionality and allocate them into a separate project.
It was immediately decided to conduct a security audit and, in the future, implement the fixes proposed by the specialist. This is especially important because the project includes a “Finance” module, and clients have access to various accounts and sensitive commercial information.
Функціональність ERP
Система складається з 49 модулів та з часом їх кількість буде зростати. Система має великий функціонал, ми опишемо лише основні частини ERP системи.
- Customer Management
- Orders Module
- Finance
- Calendar
- Warehouse
- Reports
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The “Customer Management” module allows you to add a new client, create additional contracts, configure service discounts, specify contact details, and enter other essential information required to generate invoices for payment. It also enables selecting clients and tracking the complete history of work with each of them.
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The Orders module is designed to manage core business processes. It allows tracking the status of orders and is currently highly automated, which helps reduce the number of errors that may occur during order processing. The system also includes an equipment accounting module and modules for grouping all types of work in one place for convenient execution.
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The system includes all the mechanisms required to generate invoices for clients based on information about services and their cost. It allows exporting invoices to accounting software and generating PDF documents for clients. It is also possible to create advance invoices and much more. This module is one of the core and, most likely, the most important, as it affects all parts of the system.
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To simplify planning, employees use a calendar integrated into the workflow. The calendar allows planning work and quickly processing changes. Later, information from this module is collected and used for monitoring the effectiveness of different areas of the company’s operations.
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A unique warehouse management module has been developed. Essentially, it is a map with cells where tank containers can be stored. This module allows you to visually determine where a tank container is located. There is also the ability to search by TK number.
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The system provides the ability to generate various reports to monitor business processes using tools that allow evaluating process efficiency, understanding the impact of changes on company performance, identifying residuals in warehouses, and much more. The system also enables exporting information in Excel format, which is necessary for more detailed data analysis.
Client Account Functionality
- Profile
- Request Management
- Documents
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Company client employees can log in to their personal accounts, change settings, and view core information about the company.
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After authorization, employees can manage requests and view their statuses. This approach significantly reduced the workload on company staff and also decreased the amount of time spent on emails or phone calls to clarify request details.
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Clients have full access to financial documents through their accounts, including the ability to download invoices for payment in PDF format.
Technologies Used
To implement the project, we used modern technology stacks focused on stability and scalability:
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Backend
PHP 8.3, Symfony 6.4 (LTS) framework
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Database
MySQL 8
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Server Infrastructure
Linux Ubuntu 22.04
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Web Server
Nginx
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