OpenERP Server Developers Documentation, Release b sudo apt-get install .. business data, and generate HTML, ODT or PDF reports. Modules. 7. Tested on Odoo 03bc8c5f9ac53ac1caacfaccd8 commit sha can be found as following. Docs and manifests. 7. 7. I Use OpenERP Online. 9. II Initial Configuration of Your Instance .. the PDF version, and then choose between a couple of options: 1. import this document in his own OpenERP instance, simply by providing the instance.
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You can have a look at our printed books or PDF versions. This documentation is based on version of OpenERP, and was last updated OpenERP Server Developers Documentation, Release b sudo apt-get install .. business data, and generate HTML, ODT or PDF reports. Fig. Module. 3 OpenERP Web as a widgets provider. 7. 4 Developing OpenERP Web Addons. 9. OpenERP Web Documentation, Release
If you consider yourself a user, pleas note, that we have built in great walk-through into the software itself. A prospect list is imported into the Open ERP system as a set of partners and the operators then pose a series of questions to each prospect by phone. If it's in edit mode you can change its name and position in the hierarchy. The server should respond as shown in the following figure. To check actual stock levels.
Apps Docu 5 Odoo Documentation, Release 8. PowerUser 2. Web-Designer 9 Odoo Documentation, Release 8. Developper All basic concepts explained generically. Flag for inappropriate content. Related titles. Jump to Page. Search inside document. Odoo Documentation Release 8. Documents Similar To odoo.
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Frequently asked questions. Indices and tables: Complete Table of Contents.
List of all sections and subsections. 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 Purchase Order progresses. Open ERP's replenishment management rules enable the system to generate draft purchase 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.
Purchase 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 Purchase 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 purchase 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 buy 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 Purchase 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 purchase. Titanium Alloy Radiator. Although this is not a required field. Click that to open the Purchase Order Line window.
Purchase Order To place a Purchase Order with your supplier. To check actual stock levels. Also enter: Receiving Goods After confirming the order you'd wait for the delivery of the products from your supplier. That will show everything in the Stock location and below it — including Real stock the actual quantity recorded in that location and below it and Virtual stock the quantities expected in future when all receipts and despatches have been made — both 10 in this case. The order becomes Approved.
Typically this would be somebody in Stores rather than Purchasing. It's now in a state of Request for Quotation.
Finally click Approved by Supplier to indicate the supplier's acknowledgment of the order. You can edit any of these fields to suit the requirements of the purchase order at the time of entry.
Save the order line and close the Purchase Order Line window by clicking the Close button. At this point you've accepted 10 units into your company. If a window doesn't open as you expect. Change the Unit Price to You can then confirm the whole one-line order by clicking Save. If you click the Purchase Shippings tab you'll see the Picking List that has been created ready for your Goods In department to use.
You'll see that you've now got 10 pieces of Titanium Alloy Radiator in the location Input and pieces in the location Suppliers as shown in the next Figure. Once you've finished looking at the PDF document you'll have a strong temptation to just close the window. So you don't get the standard Open ERP navigation links on these pages. Open ERP is not fully consistent in the display of these pages in version 4.
Other options enable you to create invoices at the time of receiving goods or manually. Click Pay Invoice in the toolbar to the right of the form. Accounting entries are generated automatically once the invoice is validated. If you're using the accounting module fully other. Click Validate to confirm the invoice and put it into the Open state.
Then click Pay Invoice to the top left of the form. The initial state of an invoice is Draft. Supplier locations show negative levels once you've received goods in your company. In this example.
In practice you'd search for the invoice by order number or. Because of this you can carry out various analyses of stock levels in your warehouse. If there's a difference it's possible to change the order lines to. That's because the Invoicing Control field on the order was set to On Order the default option.
To see the effects on your chart of accounts. Select Bank Journal in the Journal field. You can compare the goods that you've recorded there with the invoice received from your supplier. These invoices enable your Accounts Department to match the the price and quantities ordered against the price and quantities on the supplier's invoice — it's not uncommon to receive an invoice showing details more favourable to the supplier than those agreed at the time of purchase.
The shop is linked to a warehouse. They're all only defaults so these fields can be modified as you need. Invoice Address. Open ERP automatically creates accounting entries from the payment and can reconcile the payment to the invoice. This has the effect of automatically completing several other fields: Ordering Contact. Entering a customer order Open ERP: To create a new sales proposal.
The Move line has now changed from the Confirmed state to the Assigned state. Running this automatically reserves products.
Although Open ERP has automatically been made aware that items on this order will need to be despatched. Its Real Stock still shows Unit Price. A blank order line form reappears so that you can enter another line. Product UOM. It saves the main order form and becomes a new Create new record icon.
Delivery Delay and Taxes. Then click Save and the line appears on the quotation form. In this example there's only one. If you were in negotiation with the prospective customer you'd keep clicking Compute and Save. A stock reservation activity takes place periodically to calculate the needs. It's ready to move 6. Click that to open a Sales Order Lines window. Although the Product field isn't itself required.
Select the appropriate line OUT: Packing is defined by Sales Orders so if you pack fewer packages than are on order Open ERP automatically manages the remainder for future delivery. You should see the following data: The goods are now in your Output Bay. These are both created in a new window or tab of your browser so they can be printed off and then closed.
Its state changes to Moved. Now click Validate on the Packing List to mark the move that you'd be making physically in your Stores.
Then you'd manually move items from Input to Stock when they pass your Goods In checks. The Move line has now changed state to Done.
A Make Packing form appears enabling you to transfer 6 units or another number if you choose between locations and pack them into a package in the process. But they're still considered as being part of stock because Input is a child location of Stock. Click Make Packing to the top left of the form to do the transfer. If you want to put a Quality Control station at Goods In. These are in the Draft state. To analyze stock movements that you've made during these operations use the following steps: To register when a carrier picks up the package.
Browse to the file you just saved record. Review your chart of accounts to check the impact of these activities on your accounting. So open the invoice and click Create to do that and move the invoice into an Open state. You can send your customer the invoice for payment at this stage.
This gives you a permanent non-editable record of your invoice on the Open ERP system.
The invoice is then marked as paid. Click Invoices from the Reports section of the toolbar at the right of the form to get a PDF document that can be printed or emailed to the customer. Open ERP assigns it a unique number. Customer Payment Registering an invoice payment by a customer is essentially the same as the process of paying a supplier.
Then click the Add an attachment to this resource button to the top right of the invoice form it looks like a clipboard. You'll see the new revenue line from the invoice. Sales success drives staff motivation and your company's general dynamism. Open ERP's CRM capabilities are flexible and highly developed to assist you in managing all aspects of both supplier and customer relationships.
Open ERP can share information through its interfaces to the most common office applications. Analytic tools help you understand your performance drivers. Your staff can build on their previous productivity by continuing to use their email and office systems.
In the business world you'd ideally treat all your customers as royalty. A crucial advantage that Open ERP gives you over the more specialist CRM applications is that Open ERP knows more about your customers and your ability to supply them because it's handling all of your accounting. Open ERP preparation You'll need two databases for this chapter: Open ERP's CRM module uses that information and offers several significant features that enable you and your staff to monitor and control your supplier and customer relationships effectively.
It's referenced throughout the main body of this chapter because it contains demonstration data that illustrates the points made in the chapter. Open ERP provides an email gateway that links your emails to the databases. To be able to backup and restore these databases you'll need to know your super- administrator password. It also uses several statistical tools that can analyze relationships quantitatively — your customer service performance and the quality of your suppliers.
If you want to focus on your customers. Tools that will capture all the knowledge you have available. To minimize re-typing work. If you follow the steps in this chapter you can extend this database. This is a significant feature — many of your staff will then use Open ERP automatically through email without ever logging into it themselves and having to learn a new system.
Using performance analysis. So a partner can be both your supplier and your customer at the same time. This avoids double data-entry and provides greater flexibility in the features available.
You'll need only to know your database's admin user details to do this. Some possible different types of partners are: Then also install the crm module that exists in the Open ERP core installation but has not yet been installed into this database. The concept of a partner here is much more flexible than in many other management applications because a partner can correspond to one type or a combination of several of these types.
To get a list of partners using demonstration data. And you'll need access to a system administrator for your server system if you want to install the fetchmail system software that's mentioned later in this chapter. This feature is particularly important when you have subsidiaries or franchises since transactions between the parent and its subsidiaries in these cases will generally be two-way.
You'll then receive an API number. This enables you to quickly send an SMS message. To send an SMS message to a partner or a selection of several partners. Or you can just create a new module based on the inbuilt SMS module. To create a company in Open ERP that is — a new partner you should at a minimum enter the company's Name in the partner form.
Contacts represent company employees that you're in contact with. You can search for a subset of Partners and Contacts using their company Name or Contact name or part of the address.
Contacts can be entered into the first General tab of the Partners form. NOTE Independent partners or physical people If you want to represent a physical person rather than a company. For each address you can indicate their type Default. Contact or Other. Based on this. In this case don't put in any Contact Name. Open ERP can supply an address that matches the contact's function when generating documents at various stages through an Order process.
To reach the list of available partner categories. The tree structure is also very useful when you're running the various statistical reports.
To try Open ERP's partner capabilities described here for yourself. In the following sections you'll see how to assign partners to categories manually perhaps for a newsletter subscription or as a hot prospect.
Because categories are structured in a hierarchical manner. If you click on a category that has sub-categories you'll get a list of all of the partners in the main category and in all of its subcategories.
You can structure reports at any level of the hierarchy using this partner segmentation. Case management The following sections describe the steps you might use to implement an effective customer relationship management policy. Sections To handle each of these case types in a different way. CRM configuration Case management is a generic system that can be configured to your more precise needs.
A case is used for following the history of the messages on a topic and for automating some operations in response to certain conditions. Case statistics generated by the system can be used by your managers to improve their handling of supplier and customer interactions. This subject could be in any category — the monitoring of responses to a job advert.
Interfaces are available for OpenOffice. You'll define the following four sections: Do this again but now click the Suppliers category in Partners by Category and you'll find that both Plumbing Component Suppliers and Susan Trent are in the higher-level category: Susan Trent is there because she's in a child category.
You'll develop three case types here. The policy is implemented by basing new types of case on the built-in Open ERP case handling system. Graham's Address Type is Invoice. You construct a tree structure for sections is constructed using the Parent Section field in the Section form. So here you'd say that Support Level 2 is the parent of Support Level 1. Open ERP doesn't restrict the order you use to define these two — you can save the parent while defining the child try it by starting with Support Level 1.
This functionality is based on the email gateway referred to in detail further on in this chapter. Cases in this section are then automatically connected to this email address — case messages are emailed out automatically from this address and emails to this address are automatically logged in this section of the CRM system.
Categories Once you've defined the different sections you can create Categories. Put the name in the field Case Section.
A manager can then be assigned to each section from the list of Open ERP system users. Open ERP generates a menu structure like the following figure here for the Business Opportunities menu. Your selection of view determines the type of form that opens when showing a case in each section. Following this procedure. So the form following a support request case could differ from the form for a business opportunity.
If it's in edit mode you can change its name and position in the hierarchy. For example you can imagine a support request becoming a business opportunity. Or an after-sales service request becoming a supplier quality issue where a fault is found in a purchased product. You can also track items across the whole company. You'll see a form view of the menu definition. Using cases Although you've created special menu trees for each of the types of case you defined.
NOTE Personalizing menus You can rename menus if you don't like the way they've been generated by the system. The new case types are just versions of the generic case. Since each section is just a specialization of the generic system you can transfer requests from one section to another. You can also choose a different action for when the menu is clicked.
If you've saved or canceled the menu form so that it's not in edit mode you can duplicate it or delete it completely. Duplicating it can sometimes be helpful. So if you want to implement a shared calendar for your calendar in Open ERP all you need to do is: Users can create their own shortcuts from menus such as My Support Requests and My Business Opportunities to quickly list cases that they're personally responsible for.
You can't do that with the Business Opportunity that you just defined. The case then escalates into the parent section. For example if a developer on level 1 can't handle a customer problem then she can escalate the request to level 2 where it can be handled by a more experienced user.
If you've organized the sections in a hierarchical structure you can click on Escalate. To save the history of your comments. A case starts in the Draft state once it's been created.
Either any case can be assigned by the user who creates the original case. If you click Send Partner and Historize the partner will also receive a copy of your comment as you save it. You can then review the list of unassigned cases and pick one up and assign it to yourself. To enter text about the request or about actions taken to satisfy it. You can then open it to indicate that you're working on it by clicking the Open button. If the email gateway is configured properly you'll no longer have to enter cases manually through the menu system — they'll just be created from incoming emails.