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Documentation site: terney.info,. • Modules and .. the PDF version, and then choose between a couple of options: 1. import this. 1 About Odoo Online Book. 3 This section gives you a link on the PDF or embedded videos on the online book, that shows you the detailed. Odoo development Documentation, Release master. Join our telegram group: terney.info Contents. 1.
The Tiny ERP login dialog box should open and show the message No database found you must create one! Although this installation method is simple. If only the third figure differs for example 4. Click Update Now to install it all. Here's a summary of the procedure: Check the version number from the information on the website before installing a package. This is very similar to Open ERP and so can be used to test the software. The downloaded revision is likely to be far more up to date than that available from a Linux distribution.
If all goes well with the tinyerp-server package then tinyerp- server will also install. Ubuntu hadn't yet published packages for Open ERP.
Google and many other enterprises. If the server is correctly installed. It's the language of choice for large parts of NASA. Once all these dependencies and the database are installed. It comes with numerous libraries that provide interfaces to other languages and has the great advantage that it can be learnt in only a few days. Open a terminal window to start the server with the command sudo su postgres -c openerp-server.
For more information on Python.. It's a dynamic. It's best to click OK. NOTE Survey: Don't Cancel! When you start the GTK client for the first time. If you click the Cancel button. The message No database found. When you start the client on the same Linux PC as the server you'll find that the default connection parameters will just work without needing any change. If you don't need to connect other clients or install the eTiny web server.
It's possible to connect the server to the client using a secure protocol to prevent other network users from listening in. You can connect different clients to the Open ERP server by modifying the connection parameters on each client.
To do that.
You can connect Windows clients to a Linux server. Before you leave your server. Its default configuration corresponds to that of the Open ERP server you've just installed. It enables the installation of programs as required just like the packages used by a Linux distribution. It's possible to install eTiny from sources after installing its dependencies from packages as you did with the Open ERP server.
If it's not you'll need to go back now and fix it. Before proceeding. To install eTiny: If you prefer a graphical utility to manipulate your database directly you can install pgAdmin III it is commonly installed automatically with PostgreSQL on a windowing system. You can also test this from another computer connected to the same network if you know the name or IP address of the server over the network — your browser should be set to http: If you've had problems.
Verifying your Linux installation You've used default parameters so far during the installation of the various components. Since a GTK client can be started by any user. You need additional measures to stop it from restarting when you restart the server. When the client starts without a configuration file it will write a new one for itself. If you have defined multiple database roles in PostgreSQL. The window displays the log file when the client is started this way. You can see what they are by starting the server with the argument —help.
Type sudo netstat -anpt to discover what is running there. The server can use both ports simultaneously. When the server starts without a configuration file it will write a new one once there is something non-default to write to it — it will operate using defaults until then.
By default the server configuration is stored in the file. It is quite common for an upgraded system to behave badly because a new version server cannot work with options from a previous version. After first installation. Changing the super-administrator password through the web client To create new databases you must know the super-administrator password which defaults to admin on a new installation..
The super-administrator password Anyone who knows the super-administrator password has complete access to the data on the server — able to read. This password is stored in a configuration file outside the database. Creating the database Before walking through an Open ERP business process step by step in the next chapter you'll create a database to check that the installation is working correctly: Enter the super-administrator password.
Using this. Make sure that the Load Demonstration Data checkbox is checked. If you've entered the wrong super-administrator password or a name already in use some names can be taken without your knowledge. Each Open ERP module will now be loaded with previously-constructed demonstration data as it's installed.
Failure to create a database How do you know if you've successfully created your new database? You're told if the database creation has been unsuccessful.
Now you've created this seed database you can extend it without knowing the super administrator password. If this is the first time you've connected to this database you'll be asked a series of questions to define the database parameters: If you have entered a database name using prohibited characters or no name. Choose the default language for this database English for many readers of this book. Wait for the message showing that the database has been successfully created.
Then click Install. If you have administrative rights to a database you can modify the predefined users. Its functionality is very limited because you've selected a minimal installation.
Managing databases As a super-administrator you've not only got rights to create new databases. Once configuration is complete you're connected to your Open ERP system. There are several ways of doing that.
To add new modules through the client you must first change the permissions of the addons directory of the server. A module can be provided in the form of files within a directory or a a zip-format file containing that same directory structure. As root user or other suitable user.
You are now ready to use databases from your installation to familiarize yourself with the administration and use of Open ERP. What if want to update what's there. You can add modules in two main ways — through the server. To add new modules through the server is a conventional systems administration task. Mac and some of the various Linux distributions and not available at all in the Windows all-in-one installer.
You can try out the operation of a new configuration. To duplicate a database you can: If you look there you'll see existing modules such as product and download. The core system is installed in the file system of your Open ERP application server. In both cases you'll need briefly to be a root user or Administrator of your Open ERP application server. That's is in your server's tinyerp-server directory which differs between Windows.
Future versions of Open ERP may only give you access to some of these database functions in a special development mode. This can be a useful way of making a test database from a production database. That will enable you to Open ERP: Any user of Open ERP who has access to the relevant administration menus can then upload any new functionality. You'll see examples of this uploading as you make your way through this book. This guided tour provides you with an introduction to many of the available system features.
Start the database creation process from the Database Administration page by clicking Create and then completing the following fields on the Create Database form: Database creation Use the technique outlined in Chapter 1 to create a new database. Since this is the first time you've connected to it you'll have to go through the Setup wizard in steps: The description in this chapter assumes that you're using the Open ERP web client unless it states otherwise.
The general functionality differs little from one client to the other. Open ERP is a bit of an exception in the class of management software. Open ERP's interface and workflow management facilities are quite simple and intuitive to use. For this reason Open ERP is one of the few software packages with reference customers in both very small businesses typically requiring simplicity and large accounts typically requiring wide functional coverage.
To read this chapter effectively. Enterprise Resource Planning systems. A two-phase approach provides a good guide for your first steps with Open ERP: Despite its comprehensiveness.
These are. You'll need to know your super administrator password for this — or you'll have to find somebody who does have it to create this seed database. But even if this is often the case for proprietary software. Once you're displaying the main menu you're able to see the following screen items: About and Logout. Now you're signed in as an administrator you'll be able to add functionality and modify database settings. COMMENT Dashboard after connection If you'd installed any of the other profiles from the installation wizard you'd find that your login screen shows a dashboard with information related to your user account rather than the main menu.
If you're using the GTK client the main menu is in the first tab which is hidden — it's the second tab containing the dashboard that's initially showing.
Only the Company Name and Currency are required but you should aim to put something relevant in all fields. If you're using the web client you can reach the main menu by clicking the Main Menu link towards the top left of the window.
When that happens the main menu is still available. So if you have a team in India and a team in England. Timestamp displays are then adjusted by reference to the user's own localization setting.
You'll see how to assign dashboards to different users in Chapter If an Indian employee sets her working hours from 9 to 6 that will be converted and saved in the 40 Guided Tour. But in general each user of the system is presented with a dashboard that's designed to show performance indicators and urgent documents that are most useful to someone of the user's position in the company.
You'll find a link to the Home page to its right. Preferences toolbar When you're connected to Open ERP the Preferences toolbar indicates which user you're connected as. This takes you to either the dashboard or the available menus. So it should currently be showing Welcome Administrator unless you logged in as another user and it's reflecting the name of that user instead.
You can also assign a language to a partner customer or supplier. The main menu is immediately translated in the selected language. You can click on that link to look at requests that have been sent to you at any time. To see the effects of this installation change the preferences of your user to change the working language. Swedish and Czech. All of the dates in the system are converted to the user's timezone automatically. When the English users want to set up a meeting with an Indian user.
French for example. This page also gives you access to the super-administrator functions for managing databases on this server.
Installing a new language Each user of the system can work in his or her own language. But first the system must be loaded with other languages for the user to be able to choose an alternative.
You can then login to another database. Turkish and Vietnamese. As administrator you can install a new main working language into the system.
Users select their working language using the Preferences link. More than twenty languages are currently available besides English. The Logout link enables you to logout and return to the original login page.
If you're using the GTK client you'll first have to close the menu then open a new main menu to start seeing things in the new language. By clicking that link you reach a page where the current user can set a timezone and a working language: It is only visible if you're logged into a database.
The Requests link sits just below this toolbar. This can be different from that of the server. The next element in the Toolbar is a link to Preferences. If your database is new it will say No request. But other languages are also available in the Forge http: Send a request to get an understanding of its functionality: They're also used by Open ERP itself to send system messages to users. Open ERP uses this mechanism to inform users about certain system events.
Requests as a mechanism for internal communication Requests are a powerful communication mechanism between users of the system. Then click Main Menu to return to the original screen.
For example if there's a problem concerning the restocking of a product a request is sent by Open ERP to the production manager. This opens a window that lists all of your waiting requests. They have distinct advantages over traditional emails: It's possible that you'll still see the statement No Requests because this information is updated periodically rather than instantly. That opens the request in edit mode. The list of requests then opens and you can see the requests you've been sent there.
Click the Security tab to see that the demo user is a member of no groups. By clicking on each line you could get more information on each element. Groups and Users Users and groups provide the structure for specifying access right to different documents.
Demo User. Click the Demo User name to open a non-editable form on that user. This then appears greyed out. And because you chose to include demonstration data. For example you can assign the role of approving an invoice. The request is no longer active.
Because you logged in as Administrator. About the only functions actually available in this minimal database are Partners and Currencies — and these only because the definition of your main company required this. Request and click End of Request to set it to closed. You can easily monitor a whole discussion with the appropriate documents attached. It's not visible to searches and won't appear in your list of waiting requests. Look at the request and its history. This request won't appear in the recipient's waiting list until the indicated date.
The admin user is different. It's a member of the admin group. This mechanism is very useful for setting up alerts before an important event. A second user. Configuring Users The database you created contains minimal functionality but can be extended to include all of the potential functionality available to Open ERP. Then try their access rights when you login as these users. Management defines these access rights as described in Chapter Assign them to predefined groups to grant them certain access rights.
These events are created automatically by different system documents: These give you a rapid view of the partner's history on a single screen. That can be a prospect. These are detailed in Chapter Then click the name of the first partner to get hold of the details — a form appears with several tabs on it: Click the Security tab and it gives you details of the access rights for that group.
This is quite a contrast to the rather liberal approach in 4. You can create some new users to integrate them into the system. If you open the form view of the admin group by clicking its name in the list.
By convention. Click a category to obtain a list of partners in that category. You'll see that if a company is in a subcategory such as Components Supplier then it will also show up when you click the parent category such as Supplier.
A partner can belong to several categories — for example it may be both a customer and supplier at the same time. This opens a hierarchical structure of categories where each category can be divided into sub-categories. Then click on the Search icon to the right of the Parent Category field and select Prospect in the list that appears. The administrator can define new categories.. If you try to save the form while any of these fields are empty the field turns red to indicate that there's a problem.
So you'll create a new category and link it to a partner: It's impossible to save the form until you've completed every required field..
Here are some structures that are often used: My prospects To create a new partner and link it to this new category open a new partner form to modify it. NOTE Searching for documents If you need to search through a long list of partners it's best to use the available search criteria rather than scroll through the whole partner list.
Select the category My Prospect. The list of partners opens and you'll find your new partner there in that list. These enable you to create alternative classifications as necessary. It's a habit that'll save you a lot of time in the long run as you search for all kinds of documents. Installing new functionality All of Open ERP's functionality is contained in its many and various modules.
Each module there is Open ERP: When it's complete you'll see a New Modules window indicating how many new modules were downloaded and how many existing modules were updated.
Additional modules can also be loaded online from the official Open ERP site http: Although they're mostly not installed in your database at the outset. There you can link to new repositories by adding their URLs and disable listed ones by unchecking their Active checkbox.
It won't matter in this chapter if you can't download anything. You'll start by checking if there are any updates available online that apply to your initial installation. The Scan for new modules window opens showing the addresses that Open ERP will look in for downloading new modules known as the repositories. If it hasn't been. Many of these. Your Open ERP installation must be configured with its addons directory as writable for you to be able to download anything at all.
Click Check New Modules to start the download from the specified locations. Click OK to return to the updated list.
Then you'll install a CRM module to complete your existing database. These modules are inactive when they're loaded into the system. If you're not connected to the Internet then you probably want to disable anything there. Click Install and the status of the module changes to To be installed. The form that describes the module gives you useful information such as its version number. Installing a module You'll now install a module named product. This is part of the core installation. Search for the module by entering the name product in the search screen then clicking it in the list that appears below it to open it.
If you use the GTK client you can search. The file is in ZIP archive format and replicates the directory structure of unzipped modules. Close the window when the operation has completed. It's helpful only if the module is installed.
The report adapts to your system and reflects any modifications you've made and all the other modules you've installed. Return to the main menu you'll see the new menu Products has become available. This report comprises a list of all the objects and all the fields along with their descriptions.
Open ERP produces a technical report on that module. So Open ERP automatically installs account. What's happened is that the crm module lists the account module as a dependency. You'll also see all the accounting functions that are now available in the Financial Management menu. So when you install a module. Other modules add menus and submenus as they need.
Installing a module with its dependencies You'll now install the CRM module Customer Relationship Management using the same process as before. That's also how you develop the profile modules: Modules can also add additional fields to existing forms.
Open ERP gives you the list of modules that it will install and update. Most of the core modules add complete menus but some also add submenus to menus already in the system. You'll find two modules there — crm which you selected and account. The first tab gives basic information about the module and the second gives a list of modules that this module depends on. Although you can install a module and all its dependencies at once. There is no particular relationship between the modules installed and the menus added.
It's not guaranteed to return the system exactly to the state it was in before installation. So it's recommended that you make a backup of the database before installing your new modules so that you can test the new 52 Guided Tour. Uninstalling is more complex than installing because you have to handle existing system data. Search for the crm module in that list.
Open ERP automatically selects all the necessary dependencies to install this module. To test several modules you won't have to install them all one by one. When you close the System Upgrade Done form you'll be returned to a dashboard.
As you update you'll see thirty or so modules to be installed. To get to the main menu. Then install them one by one or all at once. Installing additional functionality To discover the full range of Open ERP's possibilities you can install many additional modules. If you don't have an internet connection. Installing them with their demonstration data provides a convenient way of exploring the whole core system.
If they're not then you can return to your backup. To find these quickly. You can use the dependencies between modules to load several at once. If they are. Depending on the user you're connected as the page appears differently from the Main Menu that showed before. The dashboard contains: New terms introduced in these modules aren't translated by default. To get more information about any particular entry click on the name in the first column.
It shows a summary of the information required to start the day effectively. Each of the lists can be reordered by clicking on the heading of a column — first in ascending then in descending order as you click repeatedly. Using the installation sequence above. To create a new shortcut open the select menu and click on the Add link to the right of shortcuts.
But in general an employee uses only a small part of the system's functions. It's usual to assign a dashboard to someone's home page but any Open ERP screen can be assigned to the home page of any user. These shortcuts are personal for each user. So you can define shortcuts for the most-used menus. NOTE Creating shortcuts Each user has access to many menu items throughout all of the available menu hierarchy.
Search for a partner Above the partner list you'll see a search form that enables you to quickly filter the partners. Standard partner search 56 Guided Tour. Functions are presented in the order that they appear on the main menu. Two tabs are available for searching — Basic Search and Advanced Search.
Open ERP then opens a list of editable shortcuts. The latter simply shows more fields to narrow your selection. For space reasons this list shows only the first few partners the web client defaults to The following sections present an overview of the main functions of Open ERP.
If you've applied no filter. Some areas are covered in more detail in the following chapters of this book and you'll find many other functions available in the optional modules. Actions possible on a partner To the right of the partner form is a toolbar containing a list of possible Reports. The fields in a tab aren't all of the same type — some such as Name contain free text. There are checkboxes such as the Active field in the Extra Info tab.
Once you have a form you can toggle between the two modes by clicking Save or Cancel when in Edit mode and Edit when in Read-Only mode. To add a new event click Create new record to the right of the Partner Events field. Partner form The partner form contains several tabs. The Events History tab gives a quick overview of things that have happened to the partner — an overview of useful information such as orders.
You can generate PDF documents about the selected object or. That opens a new Partner Events dialog box enabling an event to be created and added to the current partner. It's possible to add events manually.
Events are generated automatically by Open ERP from changes in other documents that refer to this partner. In the list you could alternatively click the pencil icon to open the same form in Edit mode. When you're in Read-Only mode you can navigate through the whole list you selected. If you click on the name of a partner the form view corresponding to that partner opens in Read-Only mode.
In Read-Only mode you can also click Search to see the form in List view again. Click the name of a partner rather than the order number on one of those lines and you'll get the Partner form rather than the Sales Order form. Certain actions can be started by the following buttons in the Actions section of the toolbar: When you're viewing a list such as the partner list those buttons aren't available to you.
Actions and Links as described in the text. When the web form is in Edit mode. In the web client you'll see hyperlink shortcuts on several of the fields on a form that's in Read-Only mode.
Each letter is printed in the language of the partner or. Partners are used throughout the Open ERP system in other documents. Open ERP also provides integrated analytical accounting.
So Open ERP's accounting isn't just for financial reporting — it's also the anchor point for many of a company's management processes. Accounting that's integrated throughout all of the company's processes greatly simplifies the work of inputting accounting data. For example if one of your accountants puts a customer on credit hold then that will immediately block any other action related to that company's credit such as a sale or a delivery. Accounting and finance Chapters 6 to 9 in this book are dedicated to general and analytic accounting.
You can Open ERP: Accounting is totally integrated into all of the company's functions. A brief overview of the functions provided by these modules is given here as an introduction. They contain some of the demonstration data that you installed when you created the database. You can avoid entering data twice in Open ERP. Open ERP's accounting function is double-entry and supports multiple company divisions and multiple companies. Using the icons above a graph. Production and Project Management.
Dashboards Dashboards give you an overview of all the information that's important to you on a single page. Dashboards are adaptable to the needs of each user and each company.
The value of this approach for some sectors is that you can just define a template in detail and all of its available variants briefly rather than every item as an entire product. Users can each have their own dashboard. It enables you to construct your own dashboard to fit your specific needs using only a few clicks. You can click on any element of the list to get detailed statistics on the selected element. The Dashboards menu gives you access to predefined boards for Accounting.
Dashboards are dynamic. You can work with whole products or with templates that separate the definition of products and variants. Open ERP lets dashboards be provided to all of the system's users. For example if you sell t-shirts in different sizes and colors: For example a developer using the Project Dashboard can see such information as a list of the next tasks. The Products menu gives you access to the definition of products and their constituent templates and variants.
It never triggers a restocking exception. You could download it. Price lists are extremely flexible and enable you to put a whole price management policy in place. They're composed of simple rules that enable you to build up a rule set for most complex situations: This separation of variant types requires the optional module fashion.
Open a product form to see the information that describes it. The variants can be in one or several dimensions. Using it means that you can avoid an explosion in the number of products to manage in the database.
You can find many optional modules to extend product functionality through the Open ERP website. If you take the example above it's easier to manage a template with 15 variants in four different types than completely different products. Several different types of product can be found in the demonstration data. Because of its double-entry system Open ERP automatically manages customer and suppliers stocks as well. The different issues are handled in detail in the fourth section of this book.
So stocks don't appear and vanish magically within a warehouse. Most stock management software is limited to generating lists of products in warehouses. Stores staff use picking lists generated by Open ERP. Stock management is. You can: Inventory Control The various sub-menus under Inventory Control together provide operations you need to manage stock. Packing orders and deliveries are usually defined automatically by calculating requirements based on sales.
You can use it for all types of communication such as order enquiries. It can automatically reassign a case. Open ERP ensures that each case is handled effectively by the system's users. You can implement a continuous improvement policy for all of your services. With these.
As well as those functions. All operations are archived. The management of customer relationships is detailed in the second section of this book see Chapters 4 and 5. A system of rules enables you to set up actions that can automatically improve your process quality by ensuring that open cases never escape attention. As the download Order progresses. Open ERP's replenishment management rules enable the system to generate draft download orders automatically.
The order's state is marked by nodes colored red. Open ERP has several methods of monitoring invoices and tracking the receipt of ordered goods. This operation is available in the GTK client. You can handle partial deliveries in Open ERP.
download order workflow Project Management Open ERP's project management tools enable you to handle the definition of tasks and the specification of requirements for those tasks.
Production or Development — it's a universal module for all enterprise needs. Project Planning You can run projects related to Services or Support.
Then select Gantt diagram to obtain a graphical representation of the plan. They're commonly called Bills of Materials or BoMs. You can create virtual sub-assemblies for reuse on several products with Phantom Bills of Materials. Project Management is described in Chapter To view a project's plans. Sales Management The Sales Management menu gives you roughly the same functionality as the download Management menu — the ability to create new orders and to review the existing orders in their various states — but there are important differences in the workflows.
Other functions You've been through a brisk. Production orders based on your company's requirements are scheduled automatically by the system. Orders are worked out by calculating the requirements from sales. You can test the system using this data. Some of these — a large proportion of the core modules — are treated in more detail in the following chapters. Delivery charges can be managed using a grid of tariffs for different carriers. If you've connected to the Internet.
The production schedule is also generated from the various lead times defined throughout. Each operation is carried out at a workcenter. But there are now more than three hundred modules available.
A brief description is available for each module. Confirmation of an order triggers delivery of the goods. An empty database provides the starting point for testing a classic workflow from product download to sale. The case is deliberately extremely simple to provide you with a foundation for the more complex situations you'll handle in reality. Throughout this chapter it's assumed that you're accessing Open ERP through its web interface.
You'll work in this chapter on a minimal database containing no demonstration data so that there is no confusion about what you created. But to explore Open ERP through a lens of your own company's needs you should start with an empty database. You'll develop a real case through the following phases: The system should support all aspects of invoicing. To test the system you'll need at least one supplier. Use case Configure a system that enables you to: Functional requirements For working out the business case you'll have to model: And you'll keep the database you've created so that you can build on it throughout the rest of this book.
Installing and configuring modules All of the functional needs are provided by core modules from Open ERP: This database will be free of data and contain the least possible amount of functionality as a starting point. Personalizing the Main Company Start to personalize your database by renaming the Main Company from its default of Tiny sprl to the name of your own company or in this case another example company. Database setup You'll create all the elements in the database that you need to carry out the use case.
Best Plumbing Services. Ambitious Plumbing Enterprises. Change the following: This adds one Contact to the Partner. Great Prices. These are specified in the functional requirements. This gives you a read-only view form view of the company.
When you print standard documents such as quotations. You can toggle between editable and non- editable once you're in form view. To do this. George Turnbull. From the Main Menu.
Jean Poolley. If the Address Types are correctly assigned. You would use your main currency. Partner categories are useful for organizing groups of partners but have no special behavior that affects partners.
You can leave the currency at its default setting of EUR for this example. For example the delivery address can differ from the invoice address for a partner. Stephen Smith. NOTE Contact Types If you've recorded several contacts for the same partner you can specify which contact is used for various documents by specifying the Address Type. Click New to open a new form for defining Partner Categories. Click on the New button to open a blank form and then add the following data for the first partner first: Plumbing Component Suppliers.
For the second partner. Define the two categories that follow by just entering their Category Name and saving them: Creating partner categories. Smith and Offspring. Then you'll define one supplier and one customer. Ambitious — our Registered Company Details.
There's no direct relationship between these two units so a weighing operation has to be done. You can manually override any of these properties as you need. Enter Radiators in the Name field and. You'll see that other fields. You can assign a partner to multiple categories at all levels of the hierarchy. For example an agro-food company can stock and sell ham by piece but download and value it by weight.
The conversion between each category is made automatically so long as you have set up the conversion rate in the product form first. These are the values that will affect products — equivalent fields in a product will take on these values if they. Save the form. For example the payment conditions for a partner could differ depending on the company from which it's addressed.
Creating products and their categories Unlike partner categories and their assigned partners. Open ERP manages multiple units of measure for each product: Properties fields are used all over the Open ERP system and particularly extensively in a multi-company environment.
If you had entered data incorrectly or left a required field blank. Now create a new product: When product transactions occur. New Product Form 5 Click on the Procurement tab and enter The fields Procure Method. An Inventory Account can also be assigned to a location. Each location has a Location type. These locations have been defined by the minimal default data loaded when the database was created.
A Warehouse contains an input location. NOTE Valuation of stock If you want real-time stock valuation that tracks stock movements you must assign an account to each stock location. The Output location must never be placed as a child of Stock. Your available stock is given by the contents of the Stock location.
As product items are added to and taken from each location Open ERP generates an account entry for that location defined by the configuration of the product being moved — and a stock valuation based in the current versions of Open ERP on either Standard Cost or Average Price.
Output and Stock. The Input location can be placed as a child of the Stock location. Thus it manages inventory on consignment. You'll use this default structure in this example. That doesn't have to be your own company although it can be: You can associate a warehouse with a partner to give the warehouse an address. Its contents should be valued in your accounts.
You can take one of those without changing it if it's suitable. To do so: This defines the different time periods available for accounting transactions. A number of account charts have been predefined for Open ERP. You can also run multiple charts of accounts in parallel — so you can put all of your transaction accounts into several charts.
Before you can use any chart of accounts for anything you need to specify a Fiscal Year. Save this. Make a backup of the database If you know the super-administrator password. This operation enables you to test the new configuration on testing so that you can be sure everything works as designed. From here on. If you have to make corrections. Then restore it to a new database: This automatically saves the body of the download Order.
Open ERP automatically completes the following fields from information it finds in the Product record: Complete the following fields: When you've selected a product on the product line. As you complete the Partner field. Following this. The first consists of product download. Titanium Alloy Radiator. Open the Sales Orders list and nd out how many sales orders are Quotations. Still in the Sales Orders list, display your own quotations. Show all the Sales Orders. Exercise 3 - Group by 1. Display the Customers list according to these criteria: Name : ma, Group by salesman.
In the Addresses list view, group the addresses by Partner then by Type. Look at the order of the elds. In the same list, clear the lter and group the addresses by country then by partner. Exercise 4 - Advanced search 1.
In the Customers list view, which customer s do you get when you lter with these advanced criteria: City : Paris OR Mons use the operator is equal to. Open the Products list view and lter with these advanced criteria: To sell, Cost price is greater than Exercise 5 - Filter Management 1.
In the Addresses list view, suppose you would often like to see your contacts by Partner and by Country. Filter to the correct data, then save the lter so that it can be easily reused. You can save it as a shortcut it will be added to the shortcut menu or as a lter. Exercise 6 - Extended Filters 1. In the Product list view, add the stock location Shelf 1.
Look how the Real and Virtual stock gures change. In the Product list view, add the stock location Shelf 2. Form view, tooltips and drill downs Form view : view with information about a specic element e. Tooltip : question mark can be visible at the right of some eld names. Exercise 1 - Form view part 1 1.
Find the partner Maxtor and open its form. What is the partners ZIP code? Exercise 2 - Form view part 2 1. Find the partner Elec Import. Who is its dedicated salesman? Which pricelist is linked to this partner? What is the partners account receivable? Open the country list and select Australia. Filter the partners list to nd the partner BalmerInc S.
In the partner form, consult the tooltip about the customer and supplier checkboxes. Dene the partner as a supplier. Exercise 4 - Products information 1. In the Products list view, nd the product with reference HDD1. What is the cost price of this product? Look at the costing method. Exercise 5 - Update product information 1.
In the Products list view, nd the product Basic PC. In this Products form, create a new category Basic PC with the parent category Computer Stuff that you assign to the product. Some default values may be automatically set according to the value of another eld, i.
ZIP and City. Tab key : If the value of a eld depends on a list of elements, you can quickly select one of them by entering a part of its name in the eld and then using the Tab key e. F1 key : if the value of a eld depends on a list of elements, you can quickly create a new one by clicking into the eld and pressing the F1 key. A new form view will open. F2 key : if the value of a eld depends on a list of elements, you can quickly open this list by clicking into the eld and pressing the F2 key.
The list will open. This will create a similar element. Find the partner form for Agrolait and open it. Change the view from the Partner Contacts to list view. How many Partner Contacts belong to this partner?