2
.. i18n: To Connect to OpenERP
3
.. i18n: =====================
9
.. i18n: Since this is the first time you have connected to OpenERP, you will be given the opportunity
10
.. i18n: to configure the system. You may choose to either :guilabel:`Skip Configuration Wizards`
11
.. i18n: or :guilabel:`Start Configuration`. We shall proceed with system configuration by clicking
12
.. i18n: :guilabel:`Start Configuration`.
15
Since this is the first time you have connected to OpenERP, you will be given the opportunity
16
to configure the system. You may choose to either :guilabel:`Skip Configuration Wizards`
17
or :guilabel:`Start Configuration`. We shall proceed with system configuration by clicking
18
:guilabel:`Start Configuration`.
20
.. i18n: Configuration consists of a set of wizards that help you through options for the installed modules.
21
.. i18n: Hardly anything is installed, so this is a very simple process at the moment.
23
.. i18n: #. :guilabel:`Configure Your Interface` : select ``Simplified`` and click :guilabel:`Next`.
26
Configuration consists of a set of wizards that help you through options for the installed modules.
27
Hardly anything is installed, so this is a very simple process at the moment.
29
#. :guilabel:`Configure Your Interface` : select ``Simplified`` and click :guilabel:`Next`.
31
.. i18n: #. At the :guilabel:`Company Configuration` step, you should select your own :guilabel:`Company Name` and
32
.. i18n: :guilabel:`Currency`. You may add your company address, contact and other details and a logo,
33
.. i18n: if you have one, that appears on reports. Then, click :guilabel:`Next`.
35
.. i18n: #. The :guilabel:`Install Applications` section would enable you to add applications to
36
.. i18n: your system. For now, click :guilabel:`Skip` to proceed without installing any applications.
37
.. i18n: You are now connected to OpenERP and can start using the system as an Administrator.
40
#. At the :guilabel:`Company Configuration` step, you should select your own :guilabel:`Company Name` and
41
:guilabel:`Currency`. You may add your company address, contact and other details and a logo,
42
if you have one, that appears on reports. Then, click :guilabel:`Next`.
44
#. The :guilabel:`Install Applications` section would enable you to add applications to
45
your system. For now, click :guilabel:`Skip` to proceed without installing any applications.
46
You are now connected to OpenERP and can start using the system as an Administrator.
49
.. i18n: single: administrator
55
.. i18n: Once you are displaying the main menu, you are able to see the following screen items,
56
.. i18n: as shown in screenshot :ref:`fig-oech2-main`:
59
Once you are displaying the main menu, you are able to see the following screen items,
60
as shown in screenshot :ref:`fig-oech2-main`:
62
.. i18n: * the name of the database you are logged into and, just below it, the current user name,
64
.. i18n: * the :guilabel:`ONLINE SUPPORT` button, which gives you an overview of the support services provided by OpenERP
65
.. i18n: which is available for subscription,
67
.. i18n: * the :guilabel:`Preferences` toolbar to the top right, showing the links to the :guilabel:`HOME` page,
68
.. i18n: :guilabel:`EDIT PREFERENCES` page, :guilabel:`ABOUT`, :guilabel:`HELP`
69
.. i18n: and :guilabel:`LOGOUT` button,
71
.. i18n: * just below, you will find shortcuts (which the user can customize) and links to the menu items of installed applications,
73
.. i18n: * a collection of interesting and useful widgets are available on the right of the home page beside the main menu.
76
* the name of the database you are logged into and, just below it, the current user name,
78
* the :guilabel:`ONLINE SUPPORT` button, which gives you an overview of the support services provided by OpenERP
79
which is available for subscription,
81
* the :guilabel:`Preferences` toolbar to the top right, showing the links to the :guilabel:`HOME` page,
82
:guilabel:`EDIT PREFERENCES` page, :guilabel:`ABOUT`, :guilabel:`HELP`
83
and :guilabel:`LOGOUT` button,
85
* just below, you will find shortcuts (which the user can customize) and links to the menu items of installed applications,
87
* a collection of interesting and useful widgets are available on the right of the home page beside the main menu.
89
.. i18n: .. _fig-oech2-main:
91
.. i18n: .. figure:: images/main_window_openerp_ch02.png
93
.. i18n: :align: center
95
.. i18n: *The Main Menu of the openerp_ch02 database*
100
.. figure:: images/main_window_openerp_ch02.png
104
*The Main Menu of the openerp_ch02 database*
106
.. i18n: Two menus are available at the moment:
109
Two menus are available at the moment:
111
.. i18n: * :menuselection:`Sales`
113
.. i18n: * :menuselection:`Administration`
116
* :menuselection:`Sales`
118
* :menuselection:`Administration`
121
.. i18n: single: Preferences
127
.. i18n: Preferences Toolbar
128
.. i18n: -------------------
134
.. i18n: When you are connected to OpenERP, the topmost toolbar indicates which user you are connected as.
135
.. i18n: So it should currently be showing :guilabel:`Administrator` (unless you logged in as another
136
.. i18n: user and it is reflecting the name of that user instead).
139
When you are connected to OpenERP, the topmost toolbar indicates which user you are connected as.
140
So it should currently be showing :guilabel:`Administrator` (unless you logged in as another
141
user and it is reflecting the name of that user instead).
143
.. i18n: You will find the Preferences toolbar to its right containing a set of useful links.
144
.. i18n: First, you will find a link to the :guilabel:`HOME` page. This takes you to either the
145
.. i18n: Home page containing links to the available menus or to another window or dashboard, depending on the
146
.. i18n: user configuration. In the case of the \ ``openerp_ch02`` \ database, so far the Home page
147
.. i18n: is the Main Menu. But in general each user of the
148
.. i18n: system is presented with a dashboard that is designed to show performance indicators and urgent
149
.. i18n: documents that are most useful to someone of the user's position in the company. You will see how to
150
.. i18n: assign dashboards to different users in a later chapter, :ref:`ch-config`.
153
You will find the Preferences toolbar to its right containing a set of useful links.
154
First, you will find a link to the :guilabel:`HOME` page. This takes you to either the
155
Home page containing links to the available menus or to another window or dashboard, depending on the
156
user configuration. In the case of the \ ``openerp_ch02`` \ database, so far the Home page
157
is the Main Menu. But in general each user of the
158
system is presented with a dashboard that is designed to show performance indicators and urgent
159
documents that are most useful to someone of the user's position in the company. You will see how to
160
assign dashboards to different users in a later chapter, :ref:`ch-config`.
163
.. i18n: single: timezone
169
.. i18n: .. tip:: Multi-nationals and Time Zones
171
.. i18n: If you have users in different countries, they can configure their own timezone. Timestamp displays
172
.. i18n: are then adjusted by reference to the user's own localization setting.
174
.. i18n: So if you have a team in India and a team in England, the times will automatically be converted. If
175
.. i18n: an Indian employee sets her working hours from 9 to 6, that will be converted and saved in the
176
.. i18n: server's timezone. When the English users want to set up a meeting with an Indian user, the Indian
177
.. i18n: user's available time will be converted to English time.
180
.. tip:: Multi-nationals and Time Zones
182
If you have users in different countries, they can configure their own timezone. Timestamp displays
183
are then adjusted by reference to the user's own localization setting.
185
So if you have a team in India and a team in England, the times will automatically be converted. If
186
an Indian employee sets her working hours from 9 to 6, that will be converted and saved in the
187
server's timezone. When the English users want to set up a meeting with an Indian user, the Indian
188
user's available time will be converted to English time.
190
.. i18n: The next element in the toolbar is a link to :guilabel:`EDIT PREFERENCES`. By clicking that link, you
191
.. i18n: get a dialog box where the current user can set his interface in the :guilabel:`Current Activity` tab;
192
.. i18n: and in the :guilabel:`Preferences` tab, set his password, a timezone, a working language,
193
.. i18n: e-mail and a signature:
196
The next element in the toolbar is a link to :guilabel:`EDIT PREFERENCES`. By clicking that link, you
197
get a dialog box where the current user can set his interface in the :guilabel:`Current Activity` tab;
198
and in the :guilabel:`Preferences` tab, set his password, a timezone, a working language,
199
e-mail and a signature:
201
.. i18n: * The :guilabel:`Interface` field in the :guilabel:`Current Activity` tab allows the user to switch
202
.. i18n: between the \ ``Simplified`` \ and \ ``Extended`` \ interfaces.
204
.. i18n: * The :guilabel:`Language` field enables the user's working language to be changed. But first, the
205
.. i18n: system must be loaded with other languages for the user to be able to choose an alternative, which
206
.. i18n: is described in the next subsection of this chapter. This is a mandatory field.
208
.. i18n: * The :guilabel:`Timezone` setting indicates the user's location to OpenERP. This can be different
209
.. i18n: from that of the server. All of the dates in the system are converted to the user's timezone
210
.. i18n: automatically.
212
.. i18n: * The :guilabel:`Menu Tips` checkbox gives the user the choice to have tips displayed on each menu action.
214
.. i18n: * The :guilabel:`Change Password` button gives users the opportunity to change their own password.
215
.. i18n: It opens a new dialog box where users may change the password and must logout and login again after the change.
216
.. i18n: You should take steps (perhaps written policies) to prevent users making these too trivial.
218
.. i18n: * The :guilabel:`Email` field is for storing the current user's default e-mail address.
220
.. i18n: * The :guilabel:`Signature` field gives the user a place for the signature attached to messages sent
221
.. i18n: from within OpenERP.
224
* The :guilabel:`Interface` field in the :guilabel:`Current Activity` tab allows the user to switch
225
between the \ ``Simplified`` \ and \ ``Extended`` \ interfaces.
227
* The :guilabel:`Language` field enables the user's working language to be changed. But first, the
228
system must be loaded with other languages for the user to be able to choose an alternative, which
229
is described in the next subsection of this chapter. This is a mandatory field.
231
* The :guilabel:`Timezone` setting indicates the user's location to OpenERP. This can be different
232
from that of the server. All of the dates in the system are converted to the user's timezone
235
* The :guilabel:`Menu Tips` checkbox gives the user the choice to have tips displayed on each menu action.
237
* The :guilabel:`Change Password` button gives users the opportunity to change their own password.
238
It opens a new dialog box where users may change the password and must logout and login again after the change.
239
You should take steps (perhaps written policies) to prevent users making these too trivial.
241
* The :guilabel:`Email` field is for storing the current user's default e-mail address.
243
* The :guilabel:`Signature` field gives the user a place for the signature attached to messages sent
246
.. i18n: The :guilabel:`ABOUT` link gives information about the development of the OpenERP software and
247
.. i18n: various links to other information.
250
The :guilabel:`ABOUT` link gives information about the development of the OpenERP software and
251
various links to other information.
253
.. i18n: The :guilabel:`HELP` link directs the user to the online documentation of OpenERP, where extensive help is available on a host of topics.
256
The :guilabel:`HELP` link directs the user to the online documentation of OpenERP, where extensive help is available on a host of topics.
258
.. i18n: The :guilabel:`LOGOUT` link enables you to logout and return to the original login page. You can
259
.. i18n: then login to another database, or to the same database as another user. This page also gives you
260
.. i18n: access to the super-administrator functions for managing databases on this server.
263
The :guilabel:`LOGOUT` link enables you to logout and return to the original login page. You can
264
then login to another database, or to the same database as another user. This page also gives you
265
access to the super-administrator functions for managing databases on this server.
268
.. i18n: single: installation; language
272
single: installation; language
274
.. i18n: Installing a New Language
275
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^
278
Installing a New Language
279
^^^^^^^^^^^^^^^^^^^^^^^^^
281
.. i18n: Each user of the system can work in his or her own language. More than twenty languages are
282
.. i18n: currently available besides English. Users select their working language using the Preferences link.
283
.. i18n: You can also assign a language to a partner (customer or supplier), in which case all the documents
284
.. i18n: sent to that partner will be automatically translated into that language.
287
Each user of the system can work in his or her own language. More than twenty languages are
288
currently available besides English. Users select their working language using the Preferences link.
289
You can also assign a language to a partner (customer or supplier), in which case all the documents
290
sent to that partner will be automatically translated into that language.
292
.. i18n: .. attention:: More about Languages
294
.. i18n: The base version of OpenERP is translated into the following languages: English, German, Chinese,
295
.. i18n: Spanish, Italian, Hungarian, Dutch, Portuguese, Romanian, Swedish and Czech.
297
.. i18n: But other languages are also available: Arabic, Afghan,
298
.. i18n: Austrian, Bulgarian, Indonesian, Finnish, Thai, Turkish and Vietnamese..
301
.. attention:: More about Languages
303
The base version of OpenERP is translated into the following languages: English, German, Chinese,
304
Spanish, Italian, Hungarian, Dutch, Portuguese, Romanian, Swedish and Czech.
306
But other languages are also available: Arabic, Afghan,
307
Austrian, Bulgarian, Indonesian, Finnish, Thai, Turkish and Vietnamese..
309
.. i18n: As administrator, you can install a new main working language into the system.
312
As administrator, you can install a new main working language into the system.
314
.. i18n: #. Select :menuselection:`Administration` in the Menu Toolbar and click
315
.. i18n: :menuselection:`Translations --> Load an Official Translation` in the main menu window,
317
.. i18n: #. Select the language to install, \ ``French``\ for example, and click :guilabel:`Load`,
319
.. i18n: #. The system will intimate you when the selected language has been successfully installed.
320
.. i18n: Click :guilabel:`Close` to return to the menu.
323
#. Select :menuselection:`Administration` in the Menu Toolbar and click
324
:menuselection:`Translations --> Load an Official Translation` in the main menu window,
326
#. Select the language to install, \ ``French``\ for example, and click :guilabel:`Load`,
328
#. The system will intimate you when the selected language has been successfully installed.
329
Click :guilabel:`Close` to return to the menu.
331
.. i18n: To see the effects of this installation, change the preferences of your user to change the working
332
.. i18n: language (you may first need to ensure that you have explicitly selected English as your language,
333
.. i18n: rather than keep the default, before you are given the French option).
334
.. i18n: You may have to reload the page to see the effects. The main menu is immediately translated in
335
.. i18n: the selected language. If you are using the GTK
336
.. i18n: client, you will first have to close the menu then open a new main menu to start seeing things in the
337
.. i18n: new language.
340
To see the effects of this installation, change the preferences of your user to change the working
341
language (you may first need to ensure that you have explicitly selected English as your language,
342
rather than keep the default, before you are given the French option).
343
You may have to reload the page to see the effects. The main menu is immediately translated in
344
the selected language. If you are using the GTK
345
client, you will first have to close the menu then open a new main menu to start seeing things in the
348
.. i18n: .. note:: Navigating the Menu
350
.. i18n: From this point in the book navigation from the main menu is written as a series of menu entries
351
.. i18n: connected by the :menuselection:`-->` character. Instead of seeing “Select Administration in
352
.. i18n: the Menu toolbar then click Translations > Load an Official Translation” you will just get “use menu
353
.. i18n: :menuselection:`Administration --> Translations --> Load an Official Translation`”.
356
.. note:: Navigating the Menu
358
From this point in the book navigation from the main menu is written as a series of menu entries
359
connected by the :menuselection:`-->` character. Instead of seeing “Select Administration in
360
the Menu toolbar then click Translations > Load an Official Translation” you will just get “use menu
361
:menuselection:`Administration --> Translations --> Load an Official Translation`”.
363
.. i18n: .. index:: requests
375
.. i18n: Requests have been removed in OpenERP 6.1 - a new internal communication system will be added in 7.0.
378
Requests have been removed in OpenERP 6.1 - a new internal communication system will be added in 7.0.
381
.. i18n: single: user; configuration
385
single: user; configuration
387
.. i18n: Configuring Users
388
.. i18n: -----------------
394
.. i18n: The database you created contains minimal functionality but can be extended to include all of the
395
.. i18n: potential functionality available to OpenERP. About the only functions actually available in this
396
.. i18n: minimal database are Customers and Currencies – and these only because the definition of your main
397
.. i18n: company required this. And because you chose to include demonstration data, both Customers and
398
.. i18n: Currencies were installed with some samples.
401
The database you created contains minimal functionality but can be extended to include all of the
402
potential functionality available to OpenERP. About the only functions actually available in this
403
minimal database are Customers and Currencies – and these only because the definition of your main
404
company required this. And because you chose to include demonstration data, both Customers and
405
Currencies were installed with some samples.
408
.. i18n: single: administrator
412
single: administrator
414
.. i18n: Because you logged in as Administrator, you have all the access you need to configure users. Click
415
.. i18n: :menuselection:`Administration --> Users --> Users` to display the list of users defined in the
416
.. i18n: system. A second user, \ ``Demo User`` \, is also present in the system as part of the
417
.. i18n: demonstration data. Click the \ ``Demo User`` \ name to open a non-editable form on that user.
420
Because you logged in as Administrator, you have all the access you need to configure users. Click
421
:menuselection:`Administration --> Users --> Users` to display the list of users defined in the
422
system. A second user, \ ``Demo User`` \, is also present in the system as part of the
423
demonstration data. Click the \ ``Demo User`` \ name to open a non-editable form on that user.
425
.. i18n: Click the :guilabel:`Groups` tab to see that the demo user is a member of only the ``Employee`` group,
426
.. i18n: and is subject to no specialized rules.
427
.. i18n: The user \ ``Administrator`` \ is different, as you can see if you
428
.. i18n: follow the same sequence to review its definition. It is a member of the \ ``Administration / Configuration`` \
429
.. i18n: and the \ ``Administration / Access Rights`` \ groups,
430
.. i18n: which gives it more advanced rights to configure new users.
433
Click the :guilabel:`Groups` tab to see that the demo user is a member of only the ``Employee`` group,
434
and is subject to no specialized rules.
435
The user \ ``Administrator`` \ is different, as you can see if you
436
follow the same sequence to review its definition. It is a member of the \ ``Administration / Configuration`` \
437
and the \ ``Administration / Access Rights`` \ groups,
438
which gives it more advanced rights to configure new users.
441
.. i18n: single: user; access
442
.. i18n: single: user; role
443
.. i18n: single: user; group
451
.. i18n: .. tip:: Groups and Users
453
.. i18n: Users and groups provide the structure for specifying access rights to different documents. Their
454
.. i18n: setup answers the question “Who has access to what?”
457
.. tip:: Groups and Users
459
Users and groups provide the structure for specifying access rights to different documents. Their
460
setup answers the question “Who has access to what?”
462
.. i18n: Click :menuselection:`Administration --> Users --> Groups` to open the list of
463
.. i18n: groups defined in the system. If you open the form view of the \ ``Administration / Configuration`` \
464
.. i18n: group by clicking its name in the list, the first tab :guilabel:`Users` gives you the list of
465
.. i18n: all the users who belong to this group.
468
Click :menuselection:`Administration --> Users --> Groups` to open the list of
469
groups defined in the system. If you open the form view of the \ ``Administration / Configuration`` \
470
group by clicking its name in the list, the first tab :guilabel:`Users` gives you the list of
471
all the users who belong to this group.
473
.. i18n: You can also see in the :guilabel:`Menus` tab, the list of menus reserved for this group. By convention,
474
.. i18n: the \ ``Administration / Configuration`` \ in OpenERP has rights of access to
475
.. i18n: the :menuselection:`Configuration` menu in each section. So \ ``Sales / Configuration`` \ is
476
.. i18n: found in the list of access rights but \ ``Sales`` \ is not found there because it is accessible
477
.. i18n: to all users. Click the :guilabel:`Access Rights` tab and it gives you details of the access rights
478
.. i18n: for that group. These are detailed later in :ref:`ch-config`.
481
You can also see in the :guilabel:`Menus` tab, the list of menus reserved for this group. By convention,
482
the \ ``Administration / Configuration`` \ in OpenERP has rights of access to
483
the :menuselection:`Configuration` menu in each section. So \ ``Sales / Configuration`` \ is
484
found in the list of access rights but \ ``Sales`` \ is not found there because it is accessible
485
to all users. Click the :guilabel:`Access Rights` tab and it gives you details of the access rights
486
for that group. These are detailed later in :ref:`ch-config`.
488
.. i18n: You can create some new users to integrate them into the system. Assign them to predefined groups to
489
.. i18n: grant them certain access rights. Then try their access rights when you login as these users.
490
.. i18n: Management defines these access rights as described in :ref:`ch-config`.
493
You can create some new users to integrate them into the system. Assign them to predefined groups to
494
grant them certain access rights. Then try their access rights when you login as these users.
495
Management defines these access rights as described in :ref:`ch-config`.
497
.. i18n: .. note:: Changes to Default Access Rights
499
.. i18n: New versions of OpenERP differ from earlier versions of OpenERP and Tiny ERP in this area:
500
.. i18n: many groups have been predefined and access to many of the menus and objects are keyed to these
501
.. i18n: groups by default.
502
.. i18n: This is quite a contrast to the rather liberal approach in 4.2.2 and before, where access rights
503
.. i18n: could be defined but were not activated by default.
506
.. note:: Changes to Default Access Rights
508
New versions of OpenERP differ from earlier versions of OpenERP and Tiny ERP in this area:
509
many groups have been predefined and access to many of the menus and objects are keyed to these
511
This is quite a contrast to the rather liberal approach in 4.2.2 and before, where access rights
512
could be defined but were not activated by default.
515
.. i18n: single: partner; managing
519
single: partner; managing
521
.. i18n: Managing Partners
522
.. i18n: -----------------
528
.. i18n: In OpenERP, a partner represents an entity that you do business with. That can be a prospect, a
529
.. i18n: customer, a supplier, or even an employee of your company.
532
In OpenERP, a partner represents an entity that you do business with. That can be a prospect, a
533
customer, a supplier, or even an employee of your company.
535
.. i18n: List of Partners
536
.. i18n: ^^^^^^^^^^^^^^^^
542
.. i18n: Click :menuselection:`Sales --> Address Book --> Customers` in the main menu to open the list of partners who are customers. Then click the name of the first partner to get hold of the details – a form appears with
543
.. i18n: information about the company, such as its corporate name, its primary language, its reference and whether it is a
544
.. i18n: \ ``Customer`` \ and/or a \ ``Supplier`` \. You will also find several other tabs on it:
547
Click :menuselection:`Sales --> Address Book --> Customers` in the main menu to open the list of partners who are customers. Then click the name of the first partner to get hold of the details – a form appears with
548
information about the company, such as its corporate name, its primary language, its reference and whether it is a
549
\ ``Customer`` \ and/or a \ ``Supplier`` \. You will also find several other tabs on it:
551
.. i18n: * the :guilabel:`General` tab contains information about different contacts at that partner, postal information,
552
.. i18n: communication information and the categories it belongs to.
554
.. i18n: * the :guilabel:`Sales & Purchases` tab contains information that is slightly less immediate.
556
.. i18n: * the :menuselection:`History` tab (visible if you install other modules like :mod:`crm`)
557
.. i18n: contains the history of all the events that the partner has
558
.. i18n: been involved in. These events are created automatically by different system documents: invoices,
559
.. i18n: orders, support requests and so on, from a list that can be configured in the system.
560
.. i18n: These give you a rapid view of the partner's history on a single
563
.. i18n: * the :menuselection:`Notes` tab is an area for free text notes.
566
* the :guilabel:`General` tab contains information about different contacts at that partner, postal information,
567
communication information and the categories it belongs to.
569
* the :guilabel:`Sales & Purchases` tab contains information that is slightly less immediate.
571
* the :menuselection:`History` tab (visible if you install other modules like :mod:`crm`)
572
contains the history of all the events that the partner has
573
been involved in. These events are created automatically by different system documents: invoices,
574
orders, support requests and so on, from a list that can be configured in the system.
575
These give you a rapid view of the partner's history on a single
578
* the :menuselection:`Notes` tab is an area for free text notes.
580
.. i18n: To the right of the form is a list of Reports, Actions, Links and Attachments related to a partner. Click some of
581
.. i18n: them to get a feel for their use.
584
To the right of the form is a list of Reports, Actions, Links and Attachments related to a partner. Click some of
585
them to get a feel for their use.
587
.. i18n: .. figure:: images/partner.png
588
.. i18n: :align: center
591
.. i18n: *Partner form*
594
.. figure:: images/partner.png
601
.. i18n: single: partner; category
605
single: partner; category
607
.. i18n: .. tip:: Partner Categories
609
.. i18n: Partner Categories enable you to segment different partners according to their relation with you
610
.. i18n: (client, prospect, supplier, and so on). A partner can belong to several categories – for example
611
.. i18n: it may be both a customer and supplier at the same time.
613
.. i18n: But there are also Customer and Supplier checkboxes on the partner form, which are different.
614
.. i18n: These checkboxes are designed to enable OpenERP to quickly select what should appear on some of the
615
.. i18n: system drop-down selection boxes. They, too, need to be set correctly.
618
.. tip:: Partner Categories
620
Partner Categories enable you to segment different partners according to their relation with you
621
(client, prospect, supplier, and so on). A partner can belong to several categories – for example
622
it may be both a customer and supplier at the same time.
624
But there are also Customer and Supplier checkboxes on the partner form, which are different.
625
These checkboxes are designed to enable OpenERP to quickly select what should appear on some of the
626
system drop-down selection boxes. They, too, need to be set correctly.
628
.. i18n: Partner Categories
629
.. i18n: ^^^^^^^^^^^^^^^^^^
635
.. i18n: You can list your partners by category using the menu :menuselection:`Sales --> Configuration -->
636
.. i18n: Address Book --> Partners Categories`. Click a category to obtain a list of partners in that category.
639
You can list your partners by category using the menu :menuselection:`Sales --> Configuration -->
640
Address Book --> Partners Categories`. Click a category to obtain a list of partners in that category.
642
.. i18n: .. figure:: images/main_window_partner_menu_config.png
644
.. i18n: :align: center
646
.. i18n: *Categories of partner*
649
.. figure:: images/main_window_partner_menu_config.png
653
*Categories of partner*
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.. i18n: The administrator can define new categories. So you will create a new category and link it to a
659
The administrator can define new categories. So you will create a new category and link it to a
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.. i18n: #. Use :menuselection:`Sales --> Configuration --> Address Book --> Partners Categories`
663
.. i18n: to reach the list of categories in a list view.
665
.. i18n: #. Click :guilabel:`New` to open an empty form for creating a new category
667
.. i18n: #. Enter \ ``My Prospects``\ in the field :guilabel:`Category Name`. Then click on the
668
.. i18n: :guilabel:`Search` icon to the right of the :guilabel:`Parent Category` field and select
669
.. i18n: \ ``Prospect``\ in the list that appears.
671
.. i18n: #. Then save your new category using the :guilabel:`Save` button.
674
#. Use :menuselection:`Sales --> Configuration --> Address Book --> Partners Categories`
675
to reach the list of categories in a list view.
677
#. Click :guilabel:`New` to open an empty form for creating a new category
679
#. Enter \ ``My Prospects``\ in the field :guilabel:`Category Name`. Then click on the
680
:guilabel:`Search` icon to the right of the :guilabel:`Parent Category` field and select
681
\ ``Prospect``\ in the list that appears.
683
#. Then save your new category using the :guilabel:`Save` button.
685
.. i18n: You may add exiting partners to this new category using the :guilabel:`Add` button in the
686
.. i18n: :guilabel:`Partners` section.
689
You may add exiting partners to this new category using the :guilabel:`Add` button in the
690
:guilabel:`Partners` section.
692
.. i18n: .. tip:: Required Fields
694
.. i18n: Fields colored blue are required. If you try to save the form while any of these fields are empty,
695
.. i18n: the field turns red to indicate that there is a problem. It is impossible to save the form until
696
.. i18n: you have completed every required field.
699
.. tip:: Required Fields
701
Fields colored blue are required. If you try to save the form while any of these fields are empty,
702
the field turns red to indicate that there is a problem. It is impossible to save the form until
703
you have completed every required field.
705
.. i18n: You can review your new category structure using the list view.
706
.. i18n: You should see the new structure of \ ``Prospects / My Prospects``\ there.
709
You can review your new category structure using the list view.
710
You should see the new structure of \ ``Prospects / My Prospects``\ there.
712
.. i18n: .. figure:: images/main_window_partner_tab.png
714
.. i18n: :align: center
716
.. i18n: *Creating a new partner category*
719
.. figure:: images/main_window_partner_tab.png
723
*Creating a new partner category*
725
.. i18n: To create a new partner and link it to this new category, open a new partner form to modify it.
728
To create a new partner and link it to this new category, open a new partner form to modify it.
730
.. i18n: #. Type \ ``New Partner``\ into the :guilabel:`Name` field.
732
.. i18n: #. In the :guilabel:`General` tab, click the :guilabel:`Add` button under the
733
.. i18n: :guilabel:`Categories` section and select your
734
.. i18n: new category from the list that appears: \ ``Prospect / My Prospects`` \.
736
.. i18n: #. Then save your partner by clicking :guilabel:`Save`. The partner now belongs in the category
737
.. i18n: \ ``Prospect / My Prospects`` \.
739
.. i18n: #. Monitor your modification in the menu :menuselection:`Sales --> Configuration --> Address Book -->
740
.. i18n: Partners Categories`. Select the category :guilabel:`Prospect / My Prospects`. The list of partners opens
741
.. i18n: and you will find your new partner there in that list.
744
#. Type \ ``New Partner``\ into the :guilabel:`Name` field.
746
#. In the :guilabel:`General` tab, click the :guilabel:`Add` button under the
747
:guilabel:`Categories` section and select your
748
new category from the list that appears: \ ``Prospect / My Prospects`` \.
750
#. Then save your partner by clicking :guilabel:`Save`. The partner now belongs in the category
751
\ ``Prospect / My Prospects`` \.
753
#. Monitor your modification in the menu :menuselection:`Sales --> Configuration --> Address Book -->
754
Partners Categories`. Select the category :guilabel:`Prospect / My Prospects`. The list of partners opens
755
and you will find your new partner there in that list.
757
.. i18n: .. tip:: Searching for Documents
759
.. i18n: If you need to search through a long list of partners, it is best to use the available search
760
.. i18n: criteria rather than scroll through the whole partner list. It is a habit that will save you a lot of
761
.. i18n: time in the long run as you search for all kinds of documents.
764
.. tip:: Searching for Documents
766
If you need to search through a long list of partners, it is best to use the available search
767
criteria rather than scroll through the whole partner list. It is a habit that will save you a lot of
768
time in the long run as you search for all kinds of documents.
770
.. i18n: .. note:: Example Categories of Partners
772
.. i18n: A partner can be assigned to several categories. These enable you to create alternative
773
.. i18n: classifications as necessary, usually in a hierarchical form.
775
.. i18n: Here are some structures that are often used:
777
.. i18n: * geographical locations,
779
.. i18n: * interest in certain product lines,
781
.. i18n: * subscriptions to newsletters,
783
.. i18n: * type of industry.
786
.. note:: Example Categories of Partners
788
A partner can be assigned to several categories. These enable you to create alternative
789
classifications as necessary, usually in a hierarchical form.
791
Here are some structures that are often used:
793
* geographical locations,
795
* interest in certain product lines,
797
* subscriptions to newsletters,
801
.. i18n: .. Copyright © Open Object Press. All rights reserved.
804
.. Copyright © Open Object Press. All rights reserved.
806
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
807
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
810
.. You may take electronic copy of this publication and distribute it if you don't
811
.. change the content. You can also print a copy to be read by yourself only.
813
.. i18n: .. We have contracts with different publishers in different countries to sell and
814
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
815
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
816
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
817
.. i18n: .. rights of these sales.
820
.. We have contracts with different publishers in different countries to sell and
821
.. distribute paper or electronic based versions of this book (translated or not)
822
.. in bookstores. This helps to distribute and promote the OpenERP product. It
823
.. also helps us to create incentives to pay contributors and authors using author
824
.. rights of these sales.
826
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
827
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
828
.. i18n: .. written authorisation for this.
831
.. Due to this, grants to translate, modify or sell this book are strictly
832
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
833
.. written authorisation for this.
835
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
836
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
837
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
838
.. i18n: .. printed in initial capitals.
841
.. Many of the designations used by manufacturers and suppliers to distinguish their
842
.. products are claimed as trademarks. Where those designations appear in this book,
843
.. and Open Object Press was aware of a trademark claim, the designations have been
844
.. printed in initial capitals.
846
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
847
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
848
.. i18n: .. resulting from the use of the information contained herein.
851
.. While every precaution has been taken in the preparation of this book, the publisher
852
.. and the authors assume no responsibility for errors or omissions, or for damages
853
.. resulting from the use of the information contained herein.
855
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
858
.. Published by Open Object Press, Grand Rosière, Belgium
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i18n/zh_CN/source/book/1/1_2_Guided_Tour/1_2_Guided_Tour_connect_openerp.rst
