CodeIgniter-PHP Tax Invoice, Quotation, Quick-Quotation, Purchase Invoice, and Account Management System

📌 Overview

This project is a comprehensive Tax Invoice, Quotation, Proforma, Purchase Invoice, and Account Management System built using CodeIgniter (PHP). It streamlines business processes related to sales, purchases, invoices, client management, and account transactions while providing an insightful dashboard for turnover-based marketing analysis.

🚀 Features

🎯 Dashboard

• Marketing and sales turnover-based analytics
• Overview of key business metrics

👥 Client Management

• Add, update, and manage client details
• Categorize clients based on type

📦 Product Management

• Maintain product details and pricing
• Efficiently manage stock and product catalog

🏭 Supplier Management

• Store and manage supplier information
• Dual entity support (Client/Supplier)

📑 Invoice Management with Live HSN Code Change

• Purchase Invoice Management
  • Record and track supplier purchases
  • Manage Purchase Invoice
• Sales Invoice Management
  • Generate GST-compliant sales invoices
  • Maintain invoice history
• Proforma Invoice Management
  • Generate quotations and estimates

📦 Quotation Management

• Client/Supplier Quotation Management
  • Record and track quotations
  • Manage quotation data
  • Quick Quotation Also supported - POS Based Quick Quotation

📊 Reports & Analysis

• Generate various reports on sales, purchases, and client transactions
• Export data for further analysis

⚙️ Settings & Customization

• Update user profile
• Update company profile (name, details, bank information, etc.)
• Update bank details
• Change password for security
• Customize UI to match business branding

💰 Billing System

• IGST: Applied for out-of-state transactions
• Loc (CGST & SGST): Applied for within-state transactions

🏷️ User Management

• Client: Can place orders and receive tax invoices
• Supplier: Provides goods/services and gives purchase invoices
• Dual (Customer/Supplier): Acts as both client and supplier

🏦 Account Management

• Manage financial transactions efficiently
• Record and track ledger entries
• Maintain opening and closing balances
• View detailed credit and debit reports
• Export financial reports in multiple formats

🛠️ Installation

Prerequisites

• PHP 7.4+
• MySQL 5.7+
• Composer
• Xampp v3.3.0 [7.4.30 specific]

Steps

1. Clone the repository:

   git clone https://github.com/your-repository-url.git
   cd your-repository-folder

2. Install dependencies:

   composer install

3. Configure database in .env or config/database.php.
4. Run migrations (if applicable):

   php spark migrate

5. Start the development server:

   php spark serve

6. Access the application:
   • Login Page: localhost/C4/
   • Dashboard: localhost/C4/dashboard

🔑 Default Login Credentials

Email: [email protected]
Password: admin@123

🏗️ Tech Stack

• Backend: CodeIgniter 4 (PHP)
• Frontend: HTML, CSS, JavaScript, jQuery, AJAX
• Database: MySQL
• Libraries: Select2, DataTables, intl-tel-input, daterangepicker, morris, apexcharts, ultimate-export, sweetalert

📜 License

This project is licensed under the MIT License.

🤝 Contributing

Feel free to fork the repository and submit pull requests to enhance functionality or fix issues.

📞 Contact

For support or inquiries, reach out via GitHub Issues or email [[email protected]].

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Developed with ❤️ using CodeIgniter.