Working with OpenERP -- Table of Contents -- Working with OpenERP -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Preface -- What this book covers -- What you need to know to use this book -- Who this book is for -- What is an ERP system? -- Common ERP modules -- Selling products to your customer -- Purchasing products from suppliers -- Accounting and finance -- Managing your accounts and financing in OpenERP -- Handling your manufacturing operations -- Managing customer relations in OpenERP -- Configuring human resource applications in OpenERP -- Finding additional modules for your business requirements -- Getting into OpenERP -- OpenERP - an open source ERP solution -- Free your company from expensive software license fees -- Modify the software to meet your business needs -- Collaborative development -- OpenERP - AGPL Open Source License -- A real-world case study using OpenERP -- Silkworm, Inc. - a mid-sized screen printing company -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Setting Up OpenERP -- Getting started with OpenERP online -- Taking advantage of OpenERP online -- OpenERP browser requirements -- Accessing the OpenERP free online trial -- Choosing your first application -- Configuring accounting data -- Setting your accounting options -- Signing up for continued service -- Using OpenERP without subscription fees -- Getting to know the OpenERP architecture -- Introducing the PostgreSQL database -- Observing database specifications -- Running cross platform -- Writing code with Python -- Following the Model-View-Controller design -- Designing models -- Rendering views -- Authoring controllers -- Choosing your installation operating system.

Choosing a Microsoft Windows OpenERP installation -- Choosing an Ubuntu OpenERP installation -- Ubuntu is the primary target platform -- Ubuntu is open source -- Ubuntu has additional scalability options -- Ubuntu has strong community support for OpenERP -- Choosing another OS option for OpenERP -- Understanding OpenERP releases -- Upgrading OpenERP -- Installing OpenERP on Windows OS -- Performing an all-in-one OpenERP installation in Windows -- Testing your Windows installation -- Installing OpenERP on Ubuntu -- Modifying sources.list -- Installing the package -- Testing your OpenERP installation -- Troubleshooting and OpenERP management tips -- Troubleshooting OpenERP installations -- Checking your browser destination -- Verifying that the OpenERP service is running -- Checking for the OpenERP services running in Windows -- Checking for OpenERP services running in Ubuntu -- Starting and stopping OpenERP services in Ubuntu -- Finding the primary OpenERP logfile -- Modifying the OpenERP configuration file -- Changing port numbers -- Changing the admin password -- Summary -- 2. Starting Your First Company -- Gathering requirements -- Implementing an ERP system with a modular approach -- Introducing Silkworm - our real-world case study -- Creating a new database in OpenERP -- Setting our master password -- Selecting a database name -- Loading the demonstration data -- Specifying our default language -- Choosing a password -- Managing databases in OpenERP -- Installing the Sales Management module -- Configuring accounting data -- Setting your accounting options -- Knowing the basic OpenERP interface -- Using the search box -- Picking different views -- Creating your first customer -- Is a Company? -- Entering data into an OpenERP form -- Editing customer information - the Sales & Purchases page -- Salesperson -- Reference -- Language -- Date.

Customer -- Supplier -- Active -- Receive Messages by Email -- Opt-Out -- Editing customer information - the Accounting page -- Fiscal Position -- Account Receivable -- Customer Payment Term -- Total Receivable -- Credit Limit -- Latest Reconciliation Date -- Account Payable -- Supplier Payment Term -- Bank Accounts -- Saving the customer record -- Entering a product in OpenERP -- Product Name -- Category -- Can be Sold -- Entering a product - the Information page -- Product Type -- Sale Price -- Internal Reference -- EAN13 Barcode -- Entering a product - the Procurements page -- Cost -- Description for Suppliers -- Entering a product - the Inventory page -- Status -- Product Manager -- Entering a product - the Sales page -- Entering a product - the Accounting page -- Saving the product -- Setting the company information -- The Configuration page -- The Overdue Payments page -- Saving company information -- Entering your first sales order -- Selecting the customer -- Date -- Customer Reference -- Entering line items on a sales order -- Product -- Description -- Quantity -- Taxes -- Unit Price -- Saving the quotation -- Understanding the sales order workflow -- Send by Email -- Print -- Confirm Sale -- Cancel Quotation -- Invoicing the sale -- What do you want to invoice? -- Creating the invoice -- Summary -- 3. Exploring Customer Relationship Management in OpenERP -- Using CRM as a business strategy -- Managing the customer experience -- Treating your customer like a real person -- Using your mission statements and company goals to drive the design of your CRM system -- Real-world case study - improving customer experience -- Installing the CRM application -- Assigning the sales representative or account manager -- Designating language and time zone -- Receiving messages via e-mail -- Email -- Default Sales Team -- Signature -- Access Rights.

Selecting sales application settings -- Manually setting the user password -- Assigning a salesperson to a customer -- Tracking leads and opportunities -- Creating a new opportunity -- Subject -- Expected revenue and percentage -- Customer -- Next Action -- Expected Closing and Priority -- Categories -- Email and Phone -- Internal Notes -- The Lead tab -- Entering lead address and contact information -- Mailings -- Active -- Referred By -- References -- Looking at your opportunities in kanban view -- Taking action on an opportunity -- Using OpenERP's OpenChatter feature -- Managing the opportunity -- Following a business document -- Scheduling a call -- Looking at your scheduled calls -- Negotiating the sale -- Modifying the stages of the sale -- Closing the sale -- Converting our opportunity into a quotation -- Creating leads in OpenERP -- Creating custom stages by the sales team -- Summary -- 4. Purchasing with OpenERP -- Understanding the overall purchasing process -- Setting up a supplier -- Setting up warehouse locations -- Generating quotations and purchase orders -- Receiving the product -- Settling the invoice -- Installing the purchasing application -- Setting up your first supplier -- Designating supplier companies versus individuals -- Configuring your product for procurement -- Defining the procurement method -- Knowing your supply method -- Setting the cost price of the product -- Estimating manufacturing lead time -- Setting records to active -- Assigning suppliers to the product -- Establishing the supplier -- Designating supplier product name and product code -- Setting minimal quantity -- Calculating the delivery time -- Creating your first purchase quotation -- Adding products to your quotation -- Printing a quotation and updated status -- Promoting status to RFQ (request for quotation) sent -- Confirming a purchase order.

Receiving products -- Getting ready to receive -- Receiving our goods -- Paying supplier invoices -- Summary -- 5. Making Goods with Manufacturing Resource Planning -- Creating manufacturing orders -- Producing the product -- Delivering the order -- Defining the workflow for your business -- A real-world example - producing a custom-printed t-shirt -- Installing manufacturing resource planning (MRP) -- Creating your first manufacturing order -- Selecting the product -- Building your bill of materials -- Confirming production -- Producing the product -- Analyzing the inventory -- Managing routings and work orders -- Creating a work center -- Defining the resource type -- Setting capacity information -- Efficiency factor -- Capacity per cycle -- The time for one cycle in hours -- The time before and after production -- Costing information -- Creating routing orders -- Creating a manufacturing order with routing and work center -- Producing the manufacturing order -- Summary -- 6. Configuring Accounting and Finance -- Defining the chart of accounts for your business -- Installing the Accounting and Finance application -- Viewing the current chart of accounts -- How were transactions created in Account Payable? -- Viewing the other journal items -- Tracking accounting transactions through the sales and accounts receivable process -- Viewing the transactions created by validating the invoice -- Practice posting transactions and tracking the results -- Where are my taxes? -- Specifying the account for your sales tax -- Setting up your own accounts -- Specifying a new account for your product category -- Configuring your fiscal year and periods -- Closing a period -- Creating journal entries -- Summary -- 7. Implementing the Human Resources Application -- Taking a modular approach to human resources -- Installing the Employee Directory application.

Creating a new employee.