Business Example

Configure a system that enables you to:

• buy products from a supplier,
• stock the products in a warehouse,
• sell these products to a customer.

The system should support all aspects of invoicing, payments to suppliers and receipts from customers.

Basic Settings

For working out the business case you will have to model:

• the suppliers,
• the customers,
• some products,
• inventory for dispatch,
• a purchase order,
• a sale order,
• invoices,
• payments.

To test the system you will need at least one supplier, one customer, one product, a warehouse, a minimal chart of accounts and a bank account.

Get your Database Up and Running with Demo Data

Use the technique outlined in Database Creation to create a new database, openerp_ch03 . This database will be free of data and contain the least possible amount of functionality as a starting point. You will need to know your super administrator password for this – or you will have to find somebody who does have it to create this seed database. You will not be able to use the openerp_ch1 or openerp_ch2 databases that you might have created so far in this book because they both contain demonstration data.

Start the database creation process from the Welcome page by clicking Databases and then completing the following fields on the Create new database form, as shown in Creating a blank database:

• Super admin password : by default it’s admin , if you or your system administrator have not changed it,
• New database name : openerp_ch03 ,
• Load Demonstration data checkbox: not checked (this step is very important, but catches out many people),
• Default Language : English ,
• Administrator password : admin (because it is easiest to remember at this stage, but obviously completely insecure),
• Confirm password : admin .

Creating a blank database

Then click Create to create the database and move to the setup screen Setting up a blank database - first screen.

Setting up a blank database - first screen

After a short delay you are connected to the new openerp_ch03 database as user adminwith the password you gave it. You will have to go through the Setup wizard in steps:

When you click on the button Skip Configuration Wizard, you can have the following screen. Then you can start working with this minimal database.

Starting the minimal database

If you click on the Start Configuration button then OpenERP helps you to install various applications with different functionality through the following wizard.

Configuring a database with other applications and functionality when you select Extended view option

Fit your Needs

All of the functional needs are provided by core modules from Open ERP. You need to just decide which functionality you want in your system. Click on the Check Box of corresponding application in the wizard Configuration wizard used to install the required applications when you select the Simplified view option.

For the instance, we need following application.

• product management (the product module),
• inventory control (the stock module),
• accounting and finance (the account module),
• purchase management (the purchase module),
• sales management (the sale module).

For that the configuration wizard should be like this.

Configuration wizard used to install the required applications when you select the Simplified view option

After the follow through the complete wizard you can have the system that can perform all required functionality.

Database with all required functionality for this example

If you want to reconfigure your system then click on the Reconfigure link appeared in the header of Database with all required functionality for this example.