OpenERP Book

• Foreword
  • Open Source software at the service of management
  • The Open ERP Solution
    • Why this book?
    • Who’s it for?
  • Structure of this book
  • Dedication
• First steps with Open ERP
  • Installation and Initial Setup
    • The architecture of Open ERP
    • The installation of Open ERP
      • Independent installation on Windows
        • Connecting users on other PCs to the Open ERP server
        • Resolving errors with a Windows installation
      • Installation on Linux (Ubuntu)
        • Technical procedure: Initial installation and configuration
        • Manual installation of the Open ERP server
        • Manual installation of Open ERP GTK clients
        • Creating the database
        • Installation of an OpenERP web server
        • Verifying your Linux installation
    • Database creation
      • Creating the database
      • Database openerp_ch01
      • Managing databases
    • New Open ERP functionality
      • Extending Open ERP
  • Guided Tour
    • Database creation
    • To connect to Open ERP
      • Preferences toolbar
        • Installing a new language
        • Requests as a mechanism for internal communication
      • Configuring Users
      • Managing partners
        • List of partners
        • Partner Categories
    • Installing new functionality
      • Updating the Modules list
      • Installing a module
      • Installing a module with its dependencies
      • Installing additional functionality
    • Guided Tour of Open ERP
      • Partners
        • Search for a partner
        • Partner form
        • Actions possible on a partner
      • Financial Management
      • Dashboards
      • Products
      • Human Resources
      • Stock Management
      • Customer and Supplier Relationship Management
      • Purchase Management
      • Project Management
      • Manufacturing
      • Sales Management
      • Document Management
      • Process Management
      • Other functions
  • Developing a real case
    • Use case
    • Functional requirements
    • Database creation
    • Installing and configuring modules
    • Database setup
      • Configuring Accounts
        • Account Types
        • Accounts
        • Properties
      • Configuring Journals
      • Configuring the Main Company
      • Creating partner categories, partners and their contacts
      • Creating products and their categories
      • Stock locations
      • Setting up a chart of accounts
      • Make a backup of the database
    • Testing a Purchase-Sale workflow
      • Purchase Order
      • Receiving Goods
      • Control of purchase invoices
      • Paying the supplier
      • From Sales Proposal to Sales Order
      • Preparing goods for despatch to customers
      • Invoicing Goods
      • Customer Payment
• Managing Customer Relationships
  • Leads, Business Opportunities and Campaigns
    • Managing Contacts
      • Organizing Prospects
    • Leads
      • Entering prospects into the system
      • Organizing leads
      • Converting leads into customers or opportunities
    • Sales Opportunities
      • Ensuring that you track opportunities
      • The company calendar
      • Tracking phone calls
      • Managing a Call Center
      • Advanced Customer Relations
  • Customer Relationship Management
    • Partners
      • Contacts
      • Partner Categories
    • Case management
      • CRM configuration
        • Sections
        • Categories
        • Menu
      • Using cases
      • Generating calendars
      • Analyzing performance
      • Automating actions using rules
      • Using the email gateway
        • Installation and Configuration
        • Creating and maintaining cases
    • Profiling
      • Establishing the profiles of prospects
      • Using profiles effectively
  • Communication Tools
    • Microsoft Outlook interface
      • Installing the Outlook plugin
      • Configuring the Outlook plugin
      • Using the Outlook plugin
    • Mozilla Thunderbird interface
      • Installing the Thunderbird plugin
      • Configuring the Thunderbird plugin
      • Using the Thunderbird plugin
    • Microsoft Word interface
      • Installing the Word plugin
      • Using the Word interface
• General Accounting
  • From invoice to payment
    • Accounting workflow and the automatic generation of invoices
      • Draft Invoices
      • Open or Pro-Forma Invoices
      • Reconciling invoice entries and payments
      • A records-based system
    • Invoicing
      • Entering a customer invoice
      • Managing taxes
      • Cancelling an invoice
      • Creating a supplier invoice
      • Credit Notes
      • Invoice payment
    • Accounting entries
      • Managing bank statements
      • Cash Management
      • Manual entry in a journal
      • Process of reconciliation
        • Automatic reconciliation
        • Manual reconciliation
    • Management of payments
      • Process for managing payment orders
      • Preparation and execution of orders
  • Financial Analysis
    • Managing accounts payable / creditors and accounts receivable / debtors
      • Financial analysis of partners
      • Multi-step follow-ups
      • Partner situation
    • Statutory taxes and accounts
      • Taxation
        • Setting up a tax structure
        • Tax Cases
        • Tax objects
        • Use of Taxes on Products, Partners, Projects and Accounts
      • The accounts ledgers and the balance sheet
      • The accounting journals
      • Tax declaration
    • Company Financial Analysis
      • Management Indicators
        • Time analysis of indicators
        • Defining your own indicators
      • Good management budgeting
      • The Accounting Dashboard
  • Configuring Accounts from A to Z
    • Chart of Accounts
      • Creating a chart of accounts
      • Using virtual charts of accounts
    • Journals
      • Configuring a Journal
      • Controls and aids for data entry
    • Periods and fiscal years
      • Defining a period or a fiscal year
      • Closing the end of the year
    • Payment Terms
    • Entries at the start of a year
• Effective Management of Operations
  • Analytic Accounts
    • To each enterprise [its] own analytic chart
      • Case 1: an industrial manufacturing enterprise
      • Case 2: a law firm
      • Case 3 : An IT Services Company
    • Putting analytic accounts in place
      • Setting up the chart of accounts
      • Creating Journals
    • Analytic records
      • Automated entries
      • Manual record entry
    • Financial Analysis
      • Analysis per account
        • The cost ledger
        • The cost ledger (quantities only)
        • Inverted Analytic Balance
        • Analytic Balance
      • Key indicators
  • Organization of Human Resources
    • Managing Human Resources
      • Management of staff
      • Management of employment contracts
      • Sign in and out
    • Timesheets
      • Timesheet categories
      • Employee configuration
      • Entering timesheet data
      • Evaluation of service costs
      • Managing by department
  • Services Management
    • Managing Service Contracts
      • Fixed Price contracts
      • Cost-reimbursement contracts
      • Fixed-price contracts invoiced as services are worked
      • Contracts limited to a quantity
    • Planning that improves leadership
      • Planning by time or by tasks?
      • Creating plans
      • Good planning
      • Planning at all levels of the hierarchy
    • Treatment of expenses
      • An integrated process
      • Claiming expenses
  • Internal Organization and Project Management
    • Project management
      • Defining a project and its tasks
      • Managing tasks
      • Assigning roles: account manager and project manager
      • Invoicing tasks
      • Planning and managing priorities
      • Task delegation
    • The art of productivity without stress
      • Not everything that is urgent is necessarily important
      • Organizing your life systematically
        • Context
        • Timebox
        • Methodology and iterative process
        • Some convincing results
• Stock and Manufacturing
  • Logistics and Stock Management
    • Understanding double-entry stock management
    • Complete workflow from supplier to customer
      • Defining a new product
      • Product Types
      • Procure Methods – Make to Stock and Make to Order
      • Supply Methods
      • Units of Measure
    • Stocks
      • Lead times and locations
      • Initial Inventory
      • Receipt of a supplier order
      • Customer delivery
      • Analysing stock
    • Logistics Configuration
      • Stock locations
      • Location types
      • Localization
        • Example Structure for two warehouses
      • Accounting valuation in real time
      • Linked locations
      • Case of structuring locations
      • Handling customer orders
      • Linked Production
    • Import / Export
      • Stock
      • Rental locations
      • Consigned Products
    • Warehouses
      • Automatic procurement
      • Minimum stock rules
    • Scheduling
      • Sales Forecasts
      • Production Plan
    • Management of lots and traceability
      • Stock Moves
      • Lots
      • Traceability
    • Management by Journal
      • The different journals
      • Using the journals
    • Advanced elements of stock management
      • Requirements Calculation / Scheduling
      • Just in Time
      • Planning
      • Management of partial deliveries
      • Receiving supplier products
      • Manual data entry of goods receipt
      • Confirming pre-generated goods receipt documents
      • Confirmation by selecting products waiting
      • Product routing
        • Example 1: A rentable product
        • Example 2: Management of imports by sea
        • Example 3: Quality Control
  • Manufacturing
    • Management of production
    • Bills of Materials
      • Use of Bills of Materials
    • Multi-level Bills of Materials
      • Phantom Bills of Materials
      • Assembly Bills of Materials
        • Example: Large distributor
      • Configurable Bills of Materials
    • Manufacturing
    • Workflow for complete production
      • The customer order
      • Producing an Intermediate Product
      • Manufacture of finished product
      • Delivery of product to the customer
      • Invoicing at delivery
      • Traceability
    • Production order in detail
    • Scheduling
    • Calculation of lead times
      • Security days
    • Operations
      • Definition of concepts
      • Workcenters
      • Routing
      • Impact on the production order
      • Work operations
      • Management of operations
    • Events and barcodes
      • Subcontracting manufacture
    • Treatment of exceptions
    • Manual procurement
    • Management of waste products and secondary products
    • Management of repairs
      • Entering data for a new repair
      • Repair workflow
      • Invoicing the repair
      • Stock movements and repair
• Sales and Purchasing
  • Management of Sales
    • Sales Quotations
      • Entering Quotation details
    • Management of Packaging
      • Example Packing and different products
    • Management of Alerts
    • Control of deliveries and invoicing
      • Configuration of orders
      • Packing mode
    • Management of Carriers
      • Tariff grids
      • Using delivery modes
      • Delivery based on order quantities
      • Delivery based on the packed items
    • Margin Control
      • Margins on sales orders
      • Margins by product
      • Margins by Project
    • Price management policies
      • Creating pricelists
        • Pricelist versions
        • Rules for calculating price
      • Case of using pricelists
        • Default pricelists
        • Example of a trading company
        • Establishing customer contract conditions
      • Different bases for price calculation
      • Pricelists and managing currencies
    • Rebates at the end of a campaign
      • Example: Using returns for the end of a campaign
    • Open orders
    • Layout templates
  • Purchasing Management
    • All the elements of a complete workflow
      • Setting up your database
      • Price request from the supplier
      • Goods receipt
      • Control of invoicing
      • Control based on orders
      • Control based on goods receipt
      • Tenders
      • Price revisions
      • Standard Price
      • Weighted average
    • Analyis of purchases
      • Elementary statistics
    • Supplier relationship management
    • Analytic accounts
• Process and Document Management
  • Process
    • The integration of processes into the management system
      • Examples of process
      • Following a customer sales order
      • New employee induction
    • Workflows and User Processes
      • Using processes effectively
      • Defining your own user processes
  • Integrated Document Management
    • The importance of good document management
    • Classic document management solutions
    • The OpenERP solution
      • Getting Started
        • Installation
    • Internal and external access using FTP
    • Mapping between OpenERP resources and directories
    • Managing Attachments
    • Virtual Files
    • Standardizing Structures
    • Searching for documents
    • Integration with emails
      • Using Outlook and Thunderbird
    • Working with users’ changes
    • Version Management
    • Documents used for company processes
• System Administration and Implementation
  • Configuration & Administration
    • Creating a Configuration Module
    • Configuring the menu
      • Changing the menu
      • Personalizing the welcome page for each user
      • Assigning default values to fields
      • Changing the terminology
        • Translation through a CSV file
        • Changes through the client interface
    • User Login
    • Managing access rights
    • Groups and Users
      • Access rights for menus
      • Access Rights to Objects
      • Record Rules For Objects
      • Modification history
    • Configuring workflows and processes
      • Assigning roles
    • Configuring reports
      • Managing statistical reports
        • Modeling a new report
        • Configuring the dashboards
      • Managing document templates with OpenOffice.org
        • Installing the OpenOffice.org module
        • Connecting OpenOffice.org to Open ERP
        • Modifying a report
        • Creating a new report
      • Creating common headers for reports
    • Importing and exporting data
      • Exporting OpenERP data to CSV
      • Importing CSV data to OpenERP
      • The CSV format for complex database structures
        • Many-to-one fields
        • Many-to-many fields
        • One-to-many fields
      • Another example of a CSV import file
        • Partner categories
        • New partners
      • Exporting data in other forms
  • Implementation Methodology
    • Requirements Analysis and Planning
      • Planning methods
    • Deployment
      • Deployment Options
        • The SaaS (Software as a Service) offer
        • Hosting by a supplier
        • Internal Installation
      • Deployment Procedure
    • User training
    • Support and maintenance
      • Updates and Upgrades
      • Version Migration
• Google Modules
  • Google Translate
  • Google Calendar
  • Google Blogger
  • Google Earth
• Conclusion
  • You aren’t alone
    • Bypass the technical difficulties by using the SaaS offer
    • Consult the available resources
      • The community of users and developers
      • Open ERP partners
      • The main developer, Tiny