Guide To Start Using Openerp

OPENERP SOFTWARE GUIDE -- We can start using OpenErp software for free with dummy data from openerp. After complete openerp instalation or if we used openerp services from SAAS ( Software As Services) hosting provider we can try start using erp with openerp_ch02 database.This database will contain the demonstration data provided with Open ERP and a large proportion of the core Open ERP functionality. 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.


1. Login To Open ERP
First time to use openerp, you must login with your user and password login. You can access openerp system with web base interface and openerp client. In OpenErp every user have own role and acces right. After you are connected to Open ERP the topmost toolbar indicates which user you are connected as. So it should currently be showing Administrator (unless you logged in as another user and it is reflecting the name of that user instead). In this toolbar  there are two menus are available at the moment Sales and  Administration.

OpenERP Tollbar

You will find the Preferences toolbar to its right containing a set of useful links. First, you will find
a link to the HOME page. This takes you to either the Home page containing links to the available
menus or to another window or dashboard, depending on the user configuration. In the case of
the openerp_ch02 database, so far the Home page is the Main Menu. But in general each user
of the system is presented with a dashboard that is designed to show performance indicators and urgent documents that are most useful to someone of the user’s position in the company.


2. Configuring User In OpenErp
The database you created contains minimal functionality but can be extended to include all of the potential functionality available to Open ERP. About the only functions actually available in this minimal database are Customers and Currencies – and these only because the definition of your main company required this. And because you chose to include demonstration data, both Customers and Currencies were installed with some samples.

OpenErp User List

Because you logged in as Administrator, you have all the access you need to configure users. Click Administration --> Users --> Users to display the list of users defined in the system. A second user, Demo User , is also present 50 in the system as part of the demonstration data. Click the Demo User name to open a non-editable form on that user.

Click the Groups tab to see that the demo user is a member of only the Employee group, and is subject to no specialized rules. The user Administrator is different, as you can see if you follow the same sequence to review its definition. It is a member of the Administration / Configuration and the
Administration / Access Rights groups, which gives it more advanced rights to configure new users.


3. Managing Partners In OpenErp

Partner represents an entity that you do business with. That can be a prospect, a customer, a
supplier, or even an employee of your company. Click 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 information about the company,such as its corporate name, its primary language, its reference and whether it is a Customer and/or a Supplier

OpenErp Partners List

In partners Tab, you will also find several other tabs on it :
the General tab contains information about different contacts at that partner, postal information, communication information and the categories it belongs to.
• the Sales & Purchases tab contains information that is slightly less immediate.
• the History tab (visible if you install other modules like crm) contains the history of all the events that the partner has been involved in. These events are created automatically by different system documents:
invoices, orders, support requests and so on, from a list that can be configured in the system. These give
you a rapid view of the partner’s history on a single screen.
• the Notes tab is an area for free text notes.

You can edit, create and other action about the  partner, double click one partner from list .

OpenERP Detail Partner

Partner Categories enable you to segment different partners according to their relation with you (client, prospect,supplier, and so on). A partner can belong to several categories – for example it may be both a customer and supplier at the same time. But there are also Customer and Supplier checkboxes on the partner form, which are different. These checkboxes are designed to enable OpenERP to quickly select what should appear on some of the system drop-down selection
boxes. They, too, need to be set correctly.