3
.. i18n: single: Guided Tour
9
.. i18n: .. _ch-guided:
15
.. i18n: *Starting to discover Open ERP, using demonstration data supplied with the system, is a good way to
16
.. i18n: familiarize yourself with the user interface.
17
.. i18n: This guided tour provides you with an introduction to many of the available system features.*
19
.. i18n: You'd be forgiven a flicker of apprehension when you first sit at your computer to connect to
20
.. i18n: Open ERP, since ERP systems are renowned for their complexity and for the time it takes to learn
21
.. i18n: how to use them. These are, after all, Enterprise Resource Planning systems, capable of managing
22
.. i18n: most elements of global enterprises, so they should be complicated, shouldn't they? But even if this
23
.. i18n: is often the case for proprietary software, Open ERP is a bit of an exception in the class of
24
.. i18n: management software.
26
.. i18n: Despite its comprehensiveness, Open ERP's interface and workflow management facilities are quite
27
.. i18n: simple and intuitive to use. For this reason Open ERP is one of the few software packages with
28
.. i18n: reference customers in both very small businesses (typically requiring simplicity) and large
29
.. i18n: accounts (typically requiring wide functional coverage).
31
.. i18n: A two-phase approach provides a good guide for your first steps with Open ERP:
33
.. i18n: #. Using a database containing demonstration data to get an overview of Open ERP's functionality
34
.. i18n: (described in this chapter, :ref:`ch-guided`)
36
.. i18n: #. Setting up a clean database to configure and populate a limited system for yourself (described in
37
.. i18n: the next chapter, :ref:`ch-real`).
39
.. i18n: To read this chapter effectively, make sure that you have access to an Open ERP server. The
40
.. i18n: description in this chapter assumes that you're using the Open ERP web client unless it states
41
.. i18n: otherwise. The general functionality differs little from one client to the other.
43
.. i18n: .. raw:: html
45
.. i18n: <div class="all-toctree">
49
.. i18n: 1_2_Guided_Tour_db_create
50
.. i18n: 1_2_Guided_Tour_connect_openerp
51
.. i18n: 1_2_Guided_Tour_install_functionality
52
.. i18n: 1_2_Guided_Tour_openerp
54
.. i18n: .. raw:: html
58
.. i18n: .. Copyright © Open Object Press. All rights reserved.
60
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
61
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
63
.. i18n: .. We have contracts with different publishers in different countries to sell and
64
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
65
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
66
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
67
.. i18n: .. rights of these sales.
69
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
70
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
71
.. i18n: .. written authorisation for this.
73
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
74
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
75
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
76
.. i18n: .. printed in initial capitals.
78
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
79
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
80
.. i18n: .. resulting from the use of the information contained herein.
82
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
91
*Starting to discover Open ERP, using demonstration data supplied with the system, is a good way to
92
familiarize yourself with the user interface.
93
This guided tour provides you with an introduction to many of the available system features.*
95
You'd be forgiven a flicker of apprehension when you first sit at your computer to connect to
96
Open ERP, since ERP systems are renowned for their complexity and for the time it takes to learn
97
how to use them. These are, after all, Enterprise Resource Planning systems, capable of managing
98
most elements of global enterprises, so they should be complicated, shouldn't they? But even if this
99
is often the case for proprietary software, Open ERP is a bit of an exception in the class of
102
Despite its comprehensiveness, Open ERP's interface and workflow management facilities are quite
103
simple and intuitive to use. For this reason Open ERP is one of the few software packages with
104
reference customers in both very small businesses (typically requiring simplicity) and large
105
accounts (typically requiring wide functional coverage).
107
A two-phase approach provides a good guide for your first steps with Open ERP:
109
#. Using a database containing demonstration data to get an overview of Open ERP's functionality
110
(described in this chapter, :ref:`ch-guided`)
112
#. Setting up a clean database to configure and populate a limited system for yourself (described in
113
the next chapter, :ref:`ch-real`).
115
To read this chapter effectively, make sure that you have access to an Open ERP server. The
116
description in this chapter assumes that you're using the Open ERP web client unless it states
117
otherwise. The general functionality differs little from one client to the other.
121
<div class="all-toctree">
125
1_2_Guided_Tour_db_create
126
1_2_Guided_Tour_connect_openerp
127
1_2_Guided_Tour_install_functionality
128
1_2_Guided_Tour_openerp
134
.. Copyright © Open Object Press. All rights reserved.
136
.. You may take electronic copy of this publication and distribute it if you don't
137
.. change the content. You can also print a copy to be read by yourself only.
139
.. We have contracts with different publishers in different countries to sell and
140
.. distribute paper or electronic based versions of this book (translated or not)
141
.. in bookstores. This helps to distribute and promote the OpenERP product. It
142
.. also helps us to create incentives to pay contributors and authors using author
143
.. rights of these sales.
145
.. Due to this, grants to translate, modify or sell this book are strictly
146
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
147
.. written authorisation for this.
149
.. Many of the designations used by manufacturers and suppliers to distinguish their
150
.. products are claimed as trademarks. Where those designations appear in this book,
151
.. and Open Object Press was aware of a trademark claim, the designations have been
152
.. printed in initial capitals.
154
.. While every precaution has been taken in the preparation of this book, the publisher
155
.. and the authors assume no responsibility for errors or omissions, or for damages
156
.. resulting from the use of the information contained herein.
158
.. Published by Open Object Press, Grand Rosière, Belgium