[Accounting] [Webshop] - Check if we could deal with entire financial administration via webshop setup #1128
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#1141 [Accounting] [Webshop] - Implement webshop
Disroot/Disroot-Project
#1142 [Accounting] [Webshop] - Disrootify webshop
Disroot/Disroot-Project
#1143 [Accounting] [Webshop] - Implement webshop and accounting
Disroot/Disroot-Project
Reference: Disroot/Disroot-Project#1128
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The problem with running accounting software and webshop as seperate software stacks, is integrating them together. If we do not manage to integrate webshop with current accounting good enough, we thought to check if we could make use of the woocommerce as a solution to accounting. It's a longshot but something to look into if integration idea fails.
@antilopa please write list of requirenments:
I've done some research but I don't think we can use woocommerce for accounting. For example, I couldn't find a way to create expenses. Even with plugins.
I am going to look into odoo. I think it could be the way forward. Pretty sure we could cover the entire process with it since its ERP with POS and all. In fact first version of disroot's website was made using odoo.
The only thing is how much will the needed plugins cost us. Hopefully will have more info to share later today.
Ok. I reached a dead end quick there too. Open source donation module has been disontinued in version 11 (current 18). Invoicing, webshop, payment, reports and all that could be done via odoo though so there is just one missing feature then.
Moving back to wp to see what could be done.
Ok. I did all I could and I have my conclusions. I will try to get it all on paper to share my opinion and possible solutions.
I did write a little summary for the issue and presented my conclusion. Initially I pushed it to nextcloud collective but perhaps I should just post it here (why the hell not). So sorry for the wall of text below.
Describe scenario
We would like to rebuild current custom requests and purchase method to more unified, easy and automated way, so that users as well as disroot administration could be done in unified and automated fashion. To achieve this we need following requirements:
Tested Solutions
We have tried number of solutions:
Possible solutions
We have not found any viable solution to the problem. Each system or integration is missing feature to make the entire operation complete. For example
Wordpress only
While setting up a webshop capable of providing subscription based items (for storage) as well as donation page (as expected providing one time and regular donations), and items for merch shop. It is missing functionality for administration. There is a promising opensource plugin for accounting: https://wpeveraccounting.com/ However woocommerce integration is a "Coming soon" stage: https://wpeveraccounting.com/extensions/woocommerce/#edd-cs-voted Mind that this will not be free plugin but a yearly billed, though we can't say what the price will be
Odoo
Odoo is an ERP software (enterprise resource planning). This means it can provide functionalities we are looking for. It is rather easy to work with and figure out. It provides webshop module allowing us to create needed items, as well as accounting software. However it missed donation page feature. There has been a plugin but has been discontinued few version ago. The only plugins available are paid (about 100$ or more per year) and by reading the information on the page it would be hard to combine it with things like reward claiming.
ERPNext
SImilar to Odoo but extremely complicated UI and hard to understand. If you are not familiar with ERP software and lingo, it's hard to make anything out of it. After initial day of tryouts I can say it's out of scope for our usecase.
Integrations
Akaunting
We are currently using akaunting. There is a plugin to integrate with woocommerce. It seems to be bidirectional which means we could feed the data to akaunting. It is paid plugin 84$ per year. Problem with it is that it would mean we will most probably create more then 1000 invoices per year which means we would need to pay additional 72$ a year (if we make more then 1000 invoices)
Invoiceninja
The main problem with integration is that it does not do bidirectional sync. It only syncs products and clients from invoiceninja to woocommerce while we are more interested in doing the oposite.
Possible solution
Looking at all the pros and cons I think the situation that works for us at this moment is:
Woocommerce and akaunting
If the plugin works as expected we could have a good solution covering the entire process. Woocommerce does a good job with donation page, allows (with some tweaks) for reward claiming, and works well as webshop. We could integrate Mollie as payment gateway (EU based alternative to stripe). Estimated payment a year about 153$ (13$/month), but it means we could have everything setup properly with the flexibility of woocomerce.
I welcome your input @Disroot/Owners
wow @muppeth thanks for this summary. It makes it very clear that the closest solution to what we want is indeed what you suggest. And if it helps getting more donations in then I guess it also worth paying for it.
We would have to try it for a year to see if it really works as we expect/hope and set a couple of evaluation point to see if we are still missing functionalities.
That is a great summary indeed!
It sounds like this is the best option (akaunting and woocomerce). As @antilopa wrote, if that makes things easier and if we manage to get more donations, then that's worth it.
The only thing I don't understand is how much we will have to pay. You wrote that the akaunting/woocommerce plugin is 84$ per year but that we will have to also pay akaunting 72$ a year. So a total of 156$ a year. But then at the end you're talking about 153$ (13$/month). So is that just a math error or something I don't get?
@meaz It look like just a typo. 156 divided by 12 months will be exactly 13$
Yeah I think it's an error. Additionally, we will need to pay for the Mollie gateway $48. So all in all, it will cost us. Whether it's worth it, we will see. But as I said above I didnt find anything else that would work. So as @antilopa said, let's give it a try for a year and see whether it works for us.
I will create additional tickets to get the project complete.
I've added the following issues: #1141 #1142 #1143 and added as dependency to this ticket for better tracking.
One question I have to @antilopa regarding akaunting is whether there is some issues with the software preventing you to do some of the tasks like TAX or VAT or bank statements etc. Considering we will manage all pruchases and donations automatically.
Also I did make a mistake. We dont need Mollie integration on akaunting as this will be handled by the webshop of course.
Impressive summary. Seems like you have figured it out, mostly.
I did not understand your question @muppeth
I will create a Molly account for Disroot.