About this plugin
Codersly ERP is an ERP for Small Business plugin for WordPress. 6 keeps the sidebar compact around major ERP areas, with HR operations consolidated under a dedicated HRM menu and related HR submodules exposed as tabs.
The Free plugin includes employee management, leave, CRM, basic accounting, products/services, company setup, centralized reports, tools, settings, CSV utilities, activity logging, and a single focused Pro upgrade experience. Premium business logic stays in Codersly ERP Pro.
Sidebar Structure
- Dashboard – direct ERP overview with setup and operational summaries
- HRM – Overview, People, Leave, Requests, plus visible Pro placeholders for Attendance, Payroll, Recruitment, Assets, Documents, Performance, Training, and Approvals
- People inside HRM – Employees, Departments, Designations, Announcements; Pro adds CV Import, Custom Fields, and Org Chart
- CRM – contacts/companies, tasks, and follow-ups; Pro adds Deals/Pipeline, Automation, and Advanced Contact fields
- Accounting – Free overview, customers/vendors, transactions, and settings; Pro adds Sales/Invoices, Purchases/Bills, Banking, Books & Statements, Tax/VAT, and Reimbursements
- Inventory & Purchase – Free product/service catalogue; Pro adds Stock, Warehouses, Stock Movements, Transfers, Goods Receipts, Purchase Orders, Low Stock, and valuation
- WooCommerce – visible Pro placeholder in Free; the actual order/customer/product/inventory/accounting sync engine is supplied only by Pro
- Reports – Free HR, CRM, and Accounting summaries; Pro adds Attendance, Payroll, Inventory, Assets, Recruitment, Documents, Training, Performance, Approvals, WooCommerce, scheduled CSV, and PDF reporting
- Company – profile, working days, fiscal year/currency; Pro adds Company Documents and Branding
- Tools – import/export, demo data, system information; Pro adds centralized Audit Logs
- Settings – general, notifications, permissions, data/privacy; Pro adds Employee Portal, integrations, notification rules/templates, and advanced permissions
- Upgrade Pro / License – Free shows Upgrade Pro; Pro replaces the upgrade entry with its License screen
Role-based ERP Access
6 adds real WordPress capabilities for ERP modules and bundled ERP HR Manager, ERP Accountant, and ERP CRM Manager roles. WordPress administrators retain full access. Module actions, exports, approvals, settings, and WooCommerce integration use the matching ERP capability instead of relying only on manage_options.
Free Business Features
- Employee, department, designation, announcement, leave request, holiday, policy, entitlement/balance, and leave-calendar records
- CRM contacts, companies, groups, notes, tasks, and follow-ups
- Accounting customers, vendors, income/expense transactions, and basic profit/loss summary
- Product/service records in the Products & Services workspace
- Company profile, working days, fiscal year, and currency settings
- Centralized reports and core activity history
- CSV import/export with spreadsheet-formula neutralization for safer exports
- Demo data, system information, settings, and Upgrade Pro guidance
Pro Upgrade Guidance
Free keeps premium business logic out of the package. It may show Pro-labelled tabs/placeholders for Payroll, Attendance, Assets, Recruitment, Documents, Training, Performance, Approvals, Org Chart, CV Import, Custom Fields, CRM Deals and Automation, advanced Accounting, Inventory/Purchasing, WooCommerce Integration, Advanced Reports, Audit Logs, Employee Portal, White Label, and Integrations. Their execution engines, handlers, and premium assets are supplied only by Codersly ERP Pro.
Upgrade to Codersly ERP Pro for premium ERP features:
com/product/codersly-erp-pro-for-small-business-wordpress-plugin-license/
Data Preservation
Codersly ERP Free does not delete saved business data when the plugin is deactivated or removed. Single-record archive actions are soft-delete; Delete All clears the selected collection.
Data Preservation
Codersly ERP Free does not delete saved HRM, CRM, Accounting, Company, or Settings data when the plugin is deactivated, uninstalled, or deleted. Single-record archive actions are soft-delete; Delete All clears the selected table.