9
.. i18n: Configure a system that enables you to:
12
Configure a system that enables you to:
14
.. i18n: * buy products from a supplier,
16
.. i18n: * stock the products in a warehouse,
18
.. i18n: * sell these products to a customer.
21
* buy products from a supplier,
23
* stock the products in a warehouse,
25
* sell these products to a customer.
27
.. i18n: The system should support all aspects of invoicing, payments to suppliers and receipts from
31
The system should support all aspects of invoicing, payments to suppliers and receipts from
34
.. i18n: Functional requirements
35
.. i18n: =======================
38
Functional requirements
39
=======================
41
.. i18n: For working out the business case you'll have to model:
44
For working out the business case you'll have to model:
46
.. i18n: * the suppliers,
48
.. i18n: * the customers,
50
.. i18n: * some products,
52
.. i18n: * inventory for despatch,
54
.. i18n: * a purchase order,
56
.. i18n: * a sale order,
69
* inventory for despatch,
79
.. i18n: To test the system you'll need at least one supplier, one customer, one product, a warehouse, a
80
.. i18n: minimal chart of accounts and a bank account.
83
To test the system you'll need at least one supplier, one customer, one product, a warehouse, a
84
minimal chart of accounts and a bank account.
86
.. i18n: Database creation
87
.. i18n: =================
93
.. i18n: Use the technique outlined in :ref:`sect-dbcreate` to create a new database, \ ``openerp_ch03``\ . This
94
.. i18n: database will be free of data and contain the least possible amount of functionality as a starting
95
.. i18n: point. You'll need to know your super administrator password for this – or you'll have to find
96
.. i18n: somebody who does have it to create this seed database. You won't be able to use the \
97
.. i18n: ``openerp_ch1``\ or \ ``openerp_ch2``\ databases that you might have created so far in this book
98
.. i18n: because they both contain demonstration data.
101
Use the technique outlined in :ref:`sect-dbcreate` to create a new database, \ ``openerp_ch03``\ . This
102
database will be free of data and contain the least possible amount of functionality as a starting
103
point. You'll need to know your super administrator password for this – or you'll have to find
104
somebody who does have it to create this seed database. You won't be able to use the \
105
``openerp_ch1``\ or \ ``openerp_ch2``\ databases that you might have created so far in this book
106
because they both contain demonstration data.
108
.. i18n: Start the database creation process from the :guilabel:`Welcome` page by clicking
109
.. i18n: :guilabel:`Databases` and then completing the following fields on the :guilabel:`Create new database` form, as shown in :ref:`fig-oech03`:
112
Start the database creation process from the :guilabel:`Welcome` page by clicking
113
:guilabel:`Databases` and then completing the following fields on the :guilabel:`Create new database` form, as shown in :ref:`fig-oech03`:
115
.. i18n: * :guilabel:`Super admin password` : by default it's \ ``admin``\ , if you or your system
116
.. i18n: administrator haven't changed it,
118
.. i18n: * :guilabel:`New database name` : \ ``openerp_ch03``\ ,
120
.. i18n: * :guilabel:`Load Demonstration data` checkbox: \ ``not checked``\ (**this step is very important, but catches out many people**),
122
.. i18n: * :guilabel:`Default Language` : \ ``English``\ ,
124
.. i18n: * :guilabel:`Administrator password` : \ ``admin``\ (because it's easiest to remember at this stage, but obviously completely insecure),
126
.. i18n: * :guilabel:`Confirm password` : \ ``admin``\ .
129
* :guilabel:`Super admin password` : by default it's \ ``admin``\ , if you or your system
130
administrator haven't changed it,
132
* :guilabel:`New database name` : \ ``openerp_ch03``\ ,
134
* :guilabel:`Load Demonstration data` checkbox: \ ``not checked``\ (**this step is very important, but catches out many people**),
136
* :guilabel:`Default Language` : \ ``English``\ ,
138
* :guilabel:`Administrator password` : \ ``admin``\ (because it's easiest to remember at this stage, but obviously completely insecure),
140
* :guilabel:`Confirm password` : \ ``admin``\ .
142
.. i18n: .. _fig-oech03:
144
.. i18n: .. figure:: images/openerp_ch03.png
146
.. i18n: :align: center
148
.. i18n: *Creating a blank database*
153
.. figure:: images/openerp_ch03.png
157
*Creating a blank database*
159
.. i18n: Then click :guilabel:`OK` to create the database and move to the setup screen :ref:`fig-oech03s1`.
162
Then click :guilabel:`OK` to create the database and move to the setup screen :ref:`fig-oech03s1`.
164
.. i18n: .. _fig-oech03s1:
166
.. i18n: .. figure:: images/openerp_ch03_s1.png
168
.. i18n: :align: center
170
.. i18n: *Setting up a blank database - first screen*
172
.. i18n: After a short delay you are connected to the new \ ``openerp_ch03``\ database as user \ ``admin``\
173
.. i18n: with the password you gave it. You'll have to go through the Setup wizard in steps:
175
.. i18n: #. :guilabel:`Select a profile` : select ``Minimal Profile`` and click :guilabel:`Next`.
177
.. i18n: #. At the :guilabel:`Define Main Company` step you could select your own :guilabel:`Company Name` and
178
.. i18n: :guilabel:`Currency`, and address details on the first tab :guilabel:`General Information`;
179
.. i18n: and you can add more details on the second tab :guilabel:`Report Information` including a logo
180
.. i18n: that would appear on reports. In this test you should leave everything untouched for the moment
181
.. i18n: and just click :guilabel:`Next`: you'll change them later.
183
.. i18n: #. At the :guilabel:`Summary` page you can go back to change details if you need.
184
.. i18n: Click the :guilabel:`Install` button.
186
.. i18n: #. Finally, at the :guilabel:`Installation done` page, click :guilabel:`Start Configuration`.
188
.. i18n: Configuration consists of a set of wizards that help you through options for the installed modules.
189
.. i18n: Since you chose the minimal database hardly anything is installed so this is a very simple process
190
.. i18n: at the moment, starting with the menu layout :ref:`fig-oech03cfg` .
195
.. figure:: images/openerp_ch03_s1.png
199
*Setting up a blank database - first screen*
201
After a short delay you are connected to the new \ ``openerp_ch03``\ database as user \ ``admin``\
202
with the password you gave it. You'll have to go through the Setup wizard in steps:
204
#. :guilabel:`Select a profile` : select ``Minimal Profile`` and click :guilabel:`Next`.
206
#. At the :guilabel:`Define Main Company` step you could select your own :guilabel:`Company Name` and
207
:guilabel:`Currency`, and address details on the first tab :guilabel:`General Information`;
208
and you can add more details on the second tab :guilabel:`Report Information` including a logo
209
that would appear on reports. In this test you should leave everything untouched for the moment
210
and just click :guilabel:`Next`: you'll change them later.
212
#. At the :guilabel:`Summary` page you can go back to change details if you need.
213
Click the :guilabel:`Install` button.
215
#. Finally, at the :guilabel:`Installation done` page, click :guilabel:`Start Configuration`.
217
Configuration consists of a set of wizards that help you through options for the installed modules.
218
Since you chose the minimal database hardly anything is installed so this is a very simple process
219
at the moment, starting with the menu layout :ref:`fig-oech03cfg` .
221
.. i18n: .. _fig-oech03cfg:
223
.. i18n: .. figure:: images/openerp_ch03_config.png
225
.. i18n: :align: center
227
.. i18n: *Configuring a minimal database - first screen*
229
.. i18n: #. At the first screen click :guilabel:`Continue` to go into the first wizard.
230
.. i18n: Choose :guilabel:`View Mode` : :guilabel:`Extended Interface` so that you can see everything
231
.. i18n: and then click :guilabel:`Set` to save it.
233
.. i18n: #. Click :guilabel:`Skip Step` to step over the next wizard, which would enable you to add other users.
235
.. i18n: #. You've now reached the end of the configuration so click :guilabel:`Continue` to start using the
236
.. i18n: system as the Administrator as shown in the screenshot :ref:`fig-oech03st`.
241
.. figure:: images/openerp_ch03_config.png
245
*Configuring a minimal database - first screen*
247
#. At the first screen click :guilabel:`Continue` to go into the first wizard.
248
Choose :guilabel:`View Mode` : :guilabel:`Extended Interface` so that you can see everything
249
and then click :guilabel:`Set` to save it.
251
#. Click :guilabel:`Skip Step` to step over the next wizard, which would enable you to add other users.
253
#. You've now reached the end of the configuration so click :guilabel:`Continue` to start using the
254
system as the Administrator as shown in the screenshot :ref:`fig-oech03st`.
256
.. i18n: .. _fig-oech03st:
258
.. i18n: .. figure:: images/openerp_ch03_start.png
260
.. i18n: :align: center
262
.. i18n: *Starting the minimal database*
264
.. i18n: Installing and configuring modules
265
.. i18n: ==================================
270
.. figure:: images/openerp_ch03_start.png
274
*Starting the minimal database*
276
Installing and configuring modules
277
==================================
279
.. i18n: All of the functional needs are provided by core modules from Open ERP:
282
All of the functional needs are provided by core modules from Open ERP:
285
.. i18n: single: module; product
286
.. i18n: single: module; stock
287
.. i18n: single: module; account
288
.. i18n: single: module; purchase
289
.. i18n: single: module; sale
293
single: module; product
294
single: module; stock
295
single: module; account
296
single: module; purchase
299
.. i18n: * product management (the :mod:`product` module),
301
.. i18n: * inventory control (the :mod:`stock` module),
303
.. i18n: * accounting and finance (the :mod:`account` module),
305
.. i18n: * purchase management (the :mod:`purchase` module),
307
.. i18n: * sales management (the :mod:`sale` module).
310
* product management (the :mod:`product` module),
312
* inventory control (the :mod:`stock` module),
314
* accounting and finance (the :mod:`account` module),
316
* purchase management (the :mod:`purchase` module),
318
* sales management (the :mod:`sale` module).
320
.. i18n: Use the menu :menuselection:`Administration --> Modules Management --> Modules --> Uninstalled
321
.. i18n: modules` to show the list of all modules that are registered within Open ERP but as yet
322
.. i18n: uninstalled. Then:
325
Use the menu :menuselection:`Administration --> Modules Management --> Modules --> Uninstalled
326
modules` to show the list of all modules that are registered within Open ERP but as yet
329
.. i18n: #. Enter \ ``product``\ into the :guilabel:`Name` field and click :guilabel:`Filter` to list the
330
.. i18n: :mod:`product` module.
332
.. i18n: #. Click the name \ ``product``\ in the list to display the product module in form view, rather
333
.. i18n: than the list view that a search displays.
335
.. i18n: #. Click the :guilabel:`Schedule for Installation` button on the product module form.
337
.. i18n: #. Click the :guilabel:`Search` button at the top of the form to toggle back to the list view with
338
.. i18n: search selection fields on it.
340
.. i18n: #. Search for the :mod:`sale` module then select it, too, as you did with product, to show it in form
343
.. i18n: #. Click the :guilabel:`Dependencies` tab to see that you'll automatically be loading the \
344
.. i18n: :mod:`product`, :mod:`stock`, :mod:`mrp`, and :mod:`process` modules along with the
345
.. i18n: :mod:`sale` module. :mod:`product` and :mod:`process` are both already marked for
346
.. i18n: installation as a result of the first steps.
348
.. i18n: #. Return to the :guilabel:`Module` tab and then click its :guilabel:`Schedule for Installation` button.
350
.. i18n: #. Click :guilabel:`Apply Scheduled Upgrades` in the :guilabel:`Action` toolbar to the right.
352
.. i18n: #. When the :guilabel:`System Upgrade` form appears, review the list of Modules to update – it
353
.. i18n: may be longer than you had expected, and now includes all the modules you need, because the
354
.. i18n: dependencies themselves had their own dependencies.
356
.. i18n: #. Click :guilabel:`Start Upgrade`, wait for :guilabel:`System upgrade done` to be displayed, then
357
.. i18n: click :guilabel:`Start Configuration` on that form.
359
.. i18n: Configuration is required for both the accounts setup and the sales defaults.
361
.. i18n: #. Accept the defaults for the :guilabel:`Fiscal Year` and choose the
362
.. i18n: :guilabel:`Charts of Account` to be :guilabel:`None` then click
363
.. i18n: :guilabel:`Continue`.
365
.. i18n: #. The sales defaults are shown in the screenshot :ref:`fig-oech03cfss`. The selections you make
366
.. i18n: determine how OpenERP's processes work by setting its default behaviour
367
.. i18n: (although you can override any of them for any sales order,
368
.. i18n: so you are not strictly bound by these defaults).
369
.. i18n: Accept the initial set by clicking :guilabel:`Set default behaviour`.
371
.. i18n: #. You've reached the end of this configuration stage so click :guilabel:`Continue` to continue using the
372
.. i18n: system as the Administrator. You first reach a new tab :guilabel:`Features` that lists the new menus
373
.. i18n: and views as shown in the figure :ref:`fig-oech03cf`. Each of the modules that were installed
374
.. i18n: has its own new tab - it's not only the one you see displayed in front of you. Click :guilabel:`Next`
375
.. i18n: and :guilabel:`Previous` to move between them.
377
.. i18n: #. The main menu now displays all of the menu items that were loaded by the modules you installed.
378
.. i18n: Click :guilabel:`MAIN MENU` to see this, shown in the screenshot :ref:`fig-oech03mm`.
381
#. Enter \ ``product``\ into the :guilabel:`Name` field and click :guilabel:`Filter` to list the
382
:mod:`product` module.
384
#. Click the name \ ``product``\ in the list to display the product module in form view, rather
385
than the list view that a search displays.
387
#. Click the :guilabel:`Schedule for Installation` button on the product module form.
389
#. Click the :guilabel:`Search` button at the top of the form to toggle back to the list view with
390
search selection fields on it.
392
#. Search for the :mod:`sale` module then select it, too, as you did with product, to show it in form
395
#. Click the :guilabel:`Dependencies` tab to see that you'll automatically be loading the \
396
:mod:`product`, :mod:`stock`, :mod:`mrp`, and :mod:`process` modules along with the
397
:mod:`sale` module. :mod:`product` and :mod:`process` are both already marked for
398
installation as a result of the first steps.
400
#. Return to the :guilabel:`Module` tab and then click its :guilabel:`Schedule for Installation` button.
402
#. Click :guilabel:`Apply Scheduled Upgrades` in the :guilabel:`Action` toolbar to the right.
404
#. When the :guilabel:`System Upgrade` form appears, review the list of Modules to update – it
405
may be longer than you had expected, and now includes all the modules you need, because the
406
dependencies themselves had their own dependencies.
408
#. Click :guilabel:`Start Upgrade`, wait for :guilabel:`System upgrade done` to be displayed, then
409
click :guilabel:`Start Configuration` on that form.
411
Configuration is required for both the accounts setup and the sales defaults.
413
#. Accept the defaults for the :guilabel:`Fiscal Year` and choose the
414
:guilabel:`Charts of Account` to be :guilabel:`None` then click
415
:guilabel:`Continue`.
417
#. The sales defaults are shown in the screenshot :ref:`fig-oech03cfss`. The selections you make
418
determine how OpenERP's processes work by setting its default behaviour
419
(although you can override any of them for any sales order,
420
so you are not strictly bound by these defaults).
421
Accept the initial set by clicking :guilabel:`Set default behaviour`.
423
#. You've reached the end of this configuration stage so click :guilabel:`Continue` to continue using the
424
system as the Administrator. You first reach a new tab :guilabel:`Features` that lists the new menus
425
and views as shown in the figure :ref:`fig-oech03cf`. Each of the modules that were installed
426
has its own new tab - it's not only the one you see displayed in front of you. Click :guilabel:`Next`
427
and :guilabel:`Previous` to move between them.
429
#. The main menu now displays all of the menu items that were loaded by the modules you installed.
430
Click :guilabel:`MAIN MENU` to see this, shown in the screenshot :ref:`fig-oech03mm`.
432
.. i18n: .. _fig-oech03cfss:
434
.. i18n: .. figure:: images/openerp_ch03_setsales.png
436
.. i18n: :align: center
438
.. i18n: *The module form once a module is installed*
440
.. i18n: .. _fig-oech03cf:
445
.. figure:: images/openerp_ch03_setsales.png
449
*The module form once a module is installed*
453
.. i18n: .. figure:: images/openerp_feature.png
455
.. i18n: :align: center
457
.. i18n: *The Features tab once a module is installed*
460
.. figure:: images/openerp_feature.png
464
*The Features tab once a module is installed*
466
.. i18n: .. _fig-oech03mm:
468
.. i18n: .. figure:: images/openerp_ch03_main.png
470
.. i18n: :align: center
472
.. i18n: *Continuing with the database after installing new modules*
477
.. figure:: images/openerp_ch03_main.png
481
*Continuing with the database after installing new modules*
483
.. i18n: .. Copyright © Open Object Press. All rights reserved.
486
.. Copyright © Open Object Press. All rights reserved.
488
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
489
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
492
.. You may take electronic copy of this publication and distribute it if you don't
493
.. change the content. You can also print a copy to be read by yourself only.
495
.. i18n: .. We have contracts with different publishers in different countries to sell and
496
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
497
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
498
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
499
.. i18n: .. rights of these sales.
502
.. We have contracts with different publishers in different countries to sell and
503
.. distribute paper or electronic based versions of this book (translated or not)
504
.. in bookstores. This helps to distribute and promote the OpenERP product. It
505
.. also helps us to create incentives to pay contributors and authors using author
506
.. rights of these sales.
508
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
509
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
510
.. i18n: .. written authorisation for this.
513
.. Due to this, grants to translate, modify or sell this book are strictly
514
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
515
.. written authorisation for this.
517
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
518
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
519
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
520
.. i18n: .. printed in initial capitals.
523
.. Many of the designations used by manufacturers and suppliers to distinguish their
524
.. products are claimed as trademarks. Where those designations appear in this book,
525
.. and Open Object Press was aware of a trademark claim, the designations have been
526
.. printed in initial capitals.
528
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
529
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
530
.. i18n: .. resulting from the use of the information contained herein.
533
.. While every precaution has been taken in the preparation of this book, the publisher
534
.. and the authors assume no responsibility for errors or omissions, or for damages
535
.. resulting from the use of the information contained herein.
537
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
540
.. Published by Open Object Press, Grand Rosière, Belgium
added
removed
i18n/ru/source/book/1/1_3_Real_Case/1_3_Real_Case_use_case.rst
