py300

py300 is a simple CLI python app based on click and richto retreive information from Sage300.

Setup

Intall required packages

Install packages with: pip -r requirements.txt

pip install -r requirements.txt

Set up ODBC for GNU/Linux

Installing FreeTDS and unixODBC:

sudo pacman -S unixodbc freetds

Registering the ODBC driver with freeTDS:

Create or edit /etc/odbcinst.ini and /etc/odbc.ini with the following content:

• /etc/odbcinst.ini

[FreeTDS]
Description     = FreeTDS
Driver          = /usr/lib/libtdsodbc.so.0

• /etc/odbc.ini

[SQLServer]
Driver = FreeTDS
Description = Connection to SQL Server
Trace = No
Server = IP_ADDRESS
Port = 1433
TDS version = VERSION
Database = DB_NAME

Make sure to change IP_ADDRESS, VERSION and DB_NAME.

Testing connection via command line

isql -v SQLServer <user> <password>

Run the app as system command

Create a setup file with the metadata inforamtion including the required packages:

name='py300',
version='0.0.1',
description='Simple CLI app to interac with Sage300',
author='Jose Perez (a.k.a Lepepe)',
author_email='[email protected]',
url='https://github.com/lepepe/py300',
license='MIT',
packages=find_packages(),
install_requires=[
    'click',
    'pandas',
    'numpy',
    'pyodbc',
    'rich',
    'inventorize3'
],
entry_points={
    'console_scripts': [
        'py300=main:cli'
    ]
}

Then run sudo pip install --editable .

Getting started

Customer module

This "module" (command) can filters customers or retreive customer information such as sales history by years, credit status and receivables.

Inventory module

Similar to the customers inventory command can filter items and display item information such as sales by years, availabily by locations; it also calculate the ranking using the Pareto principle and the coverage in month based on the sales for the last 12 periods (globally and by locations).

TODO

• Ranking summary
• Sales forecasting
• Backorder
• General ledger (Financial Statements)
• Dashboard