8
.. i18n: Configure a system that enables you to:
10
Configure a system that enables you to:
12
.. i18n: * buy products from a supplier,
14
.. i18n: * stock the products in a warehouse,
16
.. i18n: * sell these products to a customer.
18
* buy products from a supplier,
20
* stock the products in a warehouse,
22
* sell these products to a customer.
24
.. i18n: The system should support all aspects of invoicing, payments to suppliers and receipts from
27
The system should support all aspects of invoicing, payments to suppliers and receipts from
30
.. i18n: Functional requirements
31
.. i18n: =======================
33
Functional requirements
34
=======================
36
.. i18n: For working out the business case you'll have to model:
38
For working out the business case you'll have to model:
40
.. i18n: * the suppliers,
42
.. i18n: * the customers,
44
.. i18n: * some products,
46
.. i18n: * inventory for despatch,
48
.. i18n: * a purchase order,
50
.. i18n: * a sale order,
62
* inventory for despatch,
72
.. i18n: To test the system you'll need at least one supplier, one customer, one product, a warehouse, a
73
.. i18n: minimal chart of accounts and a bank account.
75
To test the system you'll need at least one supplier, one customer, one product, a warehouse, a
76
minimal chart of accounts and a bank account.
78
.. i18n: Database creation
79
.. i18n: =================
84
.. i18n: Use the technique outlined in :ref:`sect-dbcreate` to create a new database, \ ``openerp_ch03``\ . This
85
.. i18n: database will be free of data and contain the least possible amount of functionality as a starting
86
.. i18n: point. You'll need to know your super administrator password for this – or you'll have to find
87
.. i18n: somebody who does have it to create this seed database. You won't be able to use the \
88
.. i18n: ``openerp_ch1``\ or \ ``openerp_ch2``\ databases that you might have created so far in this book
89
.. i18n: because they both contain demonstration data.
91
Use the technique outlined in :ref:`sect-dbcreate` to create a new database, \ ``openerp_ch03``\ . This
92
database will be free of data and contain the least possible amount of functionality as a starting
93
point. You'll need to know your super administrator password for this – or you'll have to find
94
somebody who does have it to create this seed database. You won't be able to use the \
95
``openerp_ch1``\ or \ ``openerp_ch2``\ databases that you might have created so far in this book
96
because they both contain demonstration data.
98
.. i18n: Start the database creation process from the :guilabel:`Welcome` page by clicking
99
.. i18n: :guilabel:`Databases` and then completing the following fields on the :guilabel:`Create new database` form, as shown in :ref:`fig-oech03`:
101
Start the database creation process from the :guilabel:`Welcome` page by clicking
102
:guilabel:`Databases` and then completing the following fields on the :guilabel:`Create new database` form, as shown in :ref:`fig-oech03`:
104
.. i18n: * :guilabel:`Super admin password` : by default it's \ ``admin``\ , if you or your system
105
.. i18n: administrator haven't changed it,
107
.. i18n: * :guilabel:`New database name` : \ ``openerp_ch03``\ ,
109
.. i18n: * :guilabel:`Load Demonstration data` checkbox: \ ``not checked``\ (**this step is very important, but catches out many people**),
111
.. i18n: * :guilabel:`Default Language` : \ ``English``\ ,
113
.. i18n: * :guilabel:`Administrator password` : \ ``admin``\ (because it's easiest to remember at this stage, but obviously completely insecure),
115
.. i18n: * :guilabel:`Confirm password` : \ ``admin``\ .
117
* :guilabel:`Super admin password` : by default it's \ ``admin``\ , if you or your system
118
administrator haven't changed it,
120
* :guilabel:`New database name` : \ ``openerp_ch03``\ ,
122
* :guilabel:`Load Demonstration data` checkbox: \ ``not checked``\ (**this step is very important, but catches out many people**),
124
* :guilabel:`Default Language` : \ ``English``\ ,
126
* :guilabel:`Administrator password` : \ ``admin``\ (because it's easiest to remember at this stage, but obviously completely insecure),
128
* :guilabel:`Confirm password` : \ ``admin``\ .
130
.. i18n: .. _fig-oech03:
132
.. i18n: .. figure:: images/openerp_ch03.png
134
.. i18n: :align: center
136
.. i18n: *Creating a blank database*
140
.. figure:: images/openerp_ch03.png
144
*Creating a blank database*
146
.. i18n: Then click :guilabel:`OK` to create the database and move to the setup screen :ref:`fig-oech03s1`.
148
Then click :guilabel:`OK` to create the database and move to the setup screen :ref:`fig-oech03s1`.
150
.. i18n: .. _fig-oech03s1:
152
.. i18n: .. figure:: images/openerp_ch03_s1.png
154
.. i18n: :align: center
156
.. i18n: *Setting up a blank database - first screen*
158
.. i18n: After a short delay you are connected to the new \ ``openerp_ch03``\ database as user \ ``admin``\
159
.. i18n: with the password you gave it. You'll have to go through the Setup wizard in steps:
161
.. i18n: #. :guilabel:`Select a profile` : select ``Minimal Profile`` and click :guilabel:`Next`.
163
.. i18n: #. At the :guilabel:`Define Main Company` step you could select your own :guilabel:`Company Name` and
164
.. i18n: :guilabel:`Currency`, and address details on the first tab :guilabel:`General Information`;
165
.. i18n: and you can add more details on the second tab :guilabel:`Report Information` including a logo
166
.. i18n: that would appear on reports. In this test you should leave everything untouched for the moment
167
.. i18n: and just click :guilabel:`Next`: you'll change them later.
169
.. i18n: #. At the :guilabel:`Summary` page you can go back to change details if you need.
170
.. i18n: Click the :guilabel:`Install` button.
172
.. i18n: #. Finally, at the :guilabel:`Installation done` page, click :guilabel:`Start Configuration`.
174
.. i18n: Configuration consists of a set of wizards that help you through options for the installed modules.
175
.. i18n: Since you chose the minimal database hardly anything is installed so this is a very simple process
176
.. i18n: at the moment, starting with the menu layout :ref:`fig-oech03cfg` .
180
.. figure:: images/openerp_ch03_s1.png
184
*Setting up a blank database - first screen*
186
After a short delay you are connected to the new \ ``openerp_ch03``\ database as user \ ``admin``\
187
with the password you gave it. You'll have to go through the Setup wizard in steps:
189
#. :guilabel:`Select a profile` : select ``Minimal Profile`` and click :guilabel:`Next`.
191
#. At the :guilabel:`Define Main Company` step you could select your own :guilabel:`Company Name` and
192
:guilabel:`Currency`, and address details on the first tab :guilabel:`General Information`;
193
and you can add more details on the second tab :guilabel:`Report Information` including a logo
194
that would appear on reports. In this test you should leave everything untouched for the moment
195
and just click :guilabel:`Next`: you'll change them later.
197
#. At the :guilabel:`Summary` page you can go back to change details if you need.
198
Click the :guilabel:`Install` button.
200
#. Finally, at the :guilabel:`Installation done` page, click :guilabel:`Start Configuration`.
202
Configuration consists of a set of wizards that help you through options for the installed modules.
203
Since you chose the minimal database hardly anything is installed so this is a very simple process
204
at the moment, starting with the menu layout :ref:`fig-oech03cfg` .
206
.. i18n: .. _fig-oech03cfg:
208
.. i18n: .. figure:: images/openerp_ch03_config.png
210
.. i18n: :align: center
212
.. i18n: *Configuring a minimal database - first screen*
214
.. i18n: #. At the first screen click :guilabel:`Continue` to go into the first wizard.
215
.. i18n: Choose :guilabel:`View Mode` : :guilabel:`Extended Interface` so that you can see everything
216
.. i18n: and then click :guilabel:`Set` to save it.
218
.. i18n: #. Click :guilabel:`Skip Step` to step over the next wizard, which would enable you to add other users.
220
.. i18n: #. You've now reached the end of the configuration so click :guilabel:`Continue` to start using the
221
.. i18n: system as the Administrator as shown in the screenshot :ref:`fig-oech03st`.
225
.. figure:: images/openerp_ch03_config.png
229
*Configuring a minimal database - first screen*
231
#. At the first screen click :guilabel:`Continue` to go into the first wizard.
232
Choose :guilabel:`View Mode` : :guilabel:`Extended Interface` so that you can see everything
233
and then click :guilabel:`Set` to save it.
235
#. Click :guilabel:`Skip Step` to step over the next wizard, which would enable you to add other users.
237
#. You've now reached the end of the configuration so click :guilabel:`Continue` to start using the
238
system as the Administrator as shown in the screenshot :ref:`fig-oech03st`.
240
.. i18n: .. _fig-oech03st:
242
.. i18n: .. figure:: images/openerp_ch03_start.png
244
.. i18n: :align: center
246
.. i18n: *Starting the minimal database*
248
.. i18n: Installing and configuring modules
249
.. i18n: ==================================
253
.. figure:: images/openerp_ch03_start.png
257
*Starting the minimal database*
259
Installing and configuring modules
260
==================================
262
.. i18n: All of the functional needs are provided by core modules from Open ERP:
264
All of the functional needs are provided by core modules from Open ERP:
267
.. i18n: single: module; product
268
.. i18n: single: module; stock
269
.. i18n: single: module; account
270
.. i18n: single: module; purchase
271
.. i18n: single: module; sale
274
single: module; product
275
single: module; stock
276
single: module; account
277
single: module; purchase
280
.. i18n: * product management (the :mod:`product` module),
282
.. i18n: * inventory control (the :mod:`stock` module),
284
.. i18n: * accounting and finance (the :mod:`account` module),
286
.. i18n: * purchase management (the :mod:`purchase` module),
288
.. i18n: * sales management (the :mod:`sale` module).
290
* product management (the :mod:`product` module),
292
* inventory control (the :mod:`stock` module),
294
* accounting and finance (the :mod:`account` module),
296
* purchase management (the :mod:`purchase` module),
298
* sales management (the :mod:`sale` module).
300
.. i18n: Use the menu :menuselection:`Administration --> Modules Management --> Modules --> Uninstalled
301
.. i18n: modules` to show the list of all modules that are registered within Open ERP but as yet
302
.. i18n: uninstalled. Then:
304
Use the menu :menuselection:`Administration --> Modules Management --> Modules --> Uninstalled
305
modules` to show the list of all modules that are registered within Open ERP but as yet
308
.. i18n: #. Enter \ ``product``\ into the :guilabel:`Name` field and click :guilabel:`Filter` to list the
309
.. i18n: :mod:`product` module.
311
.. i18n: #. Click the name \ ``product``\ in the list to display the product module in form view, rather
312
.. i18n: than the list view that a search displays.
314
.. i18n: #. Click the :guilabel:`Schedule for Installation` button on the product module form.
316
.. i18n: #. Click the :guilabel:`Search` button at the top of the form to toggle back to the list view with
317
.. i18n: search selection fields on it.
319
.. i18n: #. Search for the :mod:`sale` module then select it, too, as you did with product, to show it in form
322
.. i18n: #. Click the :guilabel:`Dependencies` tab to see that you'll automatically be loading the \
323
.. i18n: :mod:`product`, :mod:`stock`, :mod:`mrp`, and :mod:`process` modules along with the
324
.. i18n: :mod:`sale` module. :mod:`product` and :mod:`process` are both already marked for
325
.. i18n: installation as a result of the first steps.
327
.. i18n: #. Return to the :guilabel:`Module` tab and then click its :guilabel:`Schedule for Installation` button.
329
.. i18n: #. Click :guilabel:`Apply Scheduled Upgrades` in the :guilabel:`Action` toolbar to the right.
331
.. i18n: #. When the :guilabel:`System Upgrade` form appears, review the list of Modules to update – it
332
.. i18n: may be longer than you had expected, and now includes all the modules you need, because the
333
.. i18n: dependencies themselves had their own dependencies.
335
.. i18n: #. Click :guilabel:`Start Upgrade`, wait for :guilabel:`System upgrade done` to be displayed, then
336
.. i18n: click :guilabel:`Start Configuration` on that form.
338
.. i18n: Configuration is required for both the accounts setup and the sales defaults.
340
.. i18n: #. Accept the defaults for the :guilabel:`Fiscal Year` and choose the
341
.. i18n: :guilabel:`Charts of Account` to be :guilabel:`None` then click
342
.. i18n: :guilabel:`Continue`.
344
.. i18n: #. The sales defaults are shown in the screenshot :ref:`fig-oech03cfss`. The selections you make
345
.. i18n: determine how Open ERP's processes work by setting its default behaviour
346
.. i18n: (although you can override any of them for any sales order,
347
.. i18n: so you are not strictly bound by these defaults).
348
.. i18n: Accept the initial set by clicking :guilabel:`Set default behaviour`.
350
.. i18n: #. You've reached the end of this configuration stage so click :guilabel:`Continue` to continue using the
351
.. i18n: system as the Administrator. You first reach a new tab :guilabel:`Features` that lists the new menus
352
.. i18n: and views as shown in the figure :ref:`fig-oech03cfss`. Each of the modules that were installed
353
.. i18n: has its own new tab - it's not only the one you see displayed in front of you. Click :guilabel:`Next`
354
.. i18n: and :guilabel:`Previous` to move between them.
356
.. i18n: #. The main menu now displays all of the menu items that were loaded by the modules you installed.
357
.. i18n: Click :guilabel:`MAIN MENU` to see this, shown in the screenshot :ref:`fig-oech03mm`.
359
#. Enter \ ``product``\ into the :guilabel:`Name` field and click :guilabel:`Filter` to list the
360
:mod:`product` module.
362
#. Click the name \ ``product``\ in the list to display the product module in form view, rather
363
than the list view that a search displays.
365
#. Click the :guilabel:`Schedule for Installation` button on the product module form.
367
#. Click the :guilabel:`Search` button at the top of the form to toggle back to the list view with
368
search selection fields on it.
370
#. Search for the :mod:`sale` module then select it, too, as you did with product, to show it in form
373
#. Click the :guilabel:`Dependencies` tab to see that you'll automatically be loading the \
374
:mod:`product`, :mod:`stock`, :mod:`mrp`, and :mod:`process` modules along with the
375
:mod:`sale` module. :mod:`product` and :mod:`process` are both already marked for
376
installation as a result of the first steps.
378
#. Return to the :guilabel:`Module` tab and then click its :guilabel:`Schedule for Installation` button.
380
#. Click :guilabel:`Apply Scheduled Upgrades` in the :guilabel:`Action` toolbar to the right.
382
#. When the :guilabel:`System Upgrade` form appears, review the list of Modules to update – it
383
may be longer than you had expected, and now includes all the modules you need, because the
384
dependencies themselves had their own dependencies.
386
#. Click :guilabel:`Start Upgrade`, wait for :guilabel:`System upgrade done` to be displayed, then
387
click :guilabel:`Start Configuration` on that form.
389
Configuration is required for both the accounts setup and the sales defaults.
391
#. Accept the defaults for the :guilabel:`Fiscal Year` and choose the
392
:guilabel:`Charts of Account` to be :guilabel:`None` then click
393
:guilabel:`Continue`.
395
#. The sales defaults are shown in the screenshot :ref:`fig-oech03cfss`. The selections you make
396
determine how Open ERP's processes work by setting its default behaviour
397
(although you can override any of them for any sales order,
398
so you are not strictly bound by these defaults).
399
Accept the initial set by clicking :guilabel:`Set default behaviour`.
401
#. You've reached the end of this configuration stage so click :guilabel:`Continue` to continue using the
402
system as the Administrator. You first reach a new tab :guilabel:`Features` that lists the new menus
403
and views as shown in the figure :ref:`fig-oech03cfss`. Each of the modules that were installed
404
has its own new tab - it's not only the one you see displayed in front of you. Click :guilabel:`Next`
405
and :guilabel:`Previous` to move between them.
407
#. The main menu now displays all of the menu items that were loaded by the modules you installed.
408
Click :guilabel:`MAIN MENU` to see this, shown in the screenshot :ref:`fig-oech03mm`.
410
.. i18n: .. _fig-oech03cfss:
412
.. i18n: .. figure:: images/openerp_ch03_setsales.png
414
.. i18n: :align: center
416
.. i18n: *The module form once a module is installed*
420
.. figure:: images/openerp_ch03_setsales.png
424
*The module form once a module is installed*
426
.. i18n: .. _fig-oech03mm:
428
.. i18n: .. figure:: images/openerp_ch03_main.png
430
.. i18n: :align: center
432
.. i18n: *Continuing with the database after installing new modules*
436
.. figure:: images/openerp_ch03_main.png
440
*Continuing with the database after installing new modules*
442
.. i18n: .. Copyright © Open Object Press. All rights reserved.
444
.. Copyright © Open Object Press. All rights reserved.
446
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
447
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
449
.. You may take electronic copy of this publication and distribute it if you don't
450
.. change the content. You can also print a copy to be read by yourself only.
452
.. i18n: .. We have contracts with different publishers in different countries to sell and
453
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
454
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
455
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
456
.. i18n: .. rights of these sales.
458
.. We have contracts with different publishers in different countries to sell and
459
.. distribute paper or electronic based versions of this book (translated or not)
460
.. in bookstores. This helps to distribute and promote the Open ERP product. It
461
.. also helps us to create incentives to pay contributors and authors using author
462
.. rights of these sales.
464
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
465
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
466
.. i18n: .. written authorisation for this.
468
.. Due to this, grants to translate, modify or sell this book are strictly
469
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
470
.. written authorisation for this.
472
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
473
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
474
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
475
.. i18n: .. printed in initial capitals.
477
.. Many of the designations used by manufacturers and suppliers to distinguish their
478
.. products are claimed as trademarks. Where those designations appear in this book,
479
.. and Open Object Press was aware of a trademark claim, the designations have been
480
.. printed in initial capitals.
482
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
483
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
484
.. i18n: .. resulting from the use of the information contained herein.
486
.. While every precaution has been taken in the preparation of this book, the publisher
487
.. and the authors assume no responsibility for errors or omissions, or for damages
488
.. resulting from the use of the information contained herein.
490
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
492
.. Published by Open Object Press, Grand Rosière, Belgium