Difference between revisions of "Opentaps Users Manual"

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__TOC__
 
__TOC__
  
−
==Introduction==
+
==Introduction To opentaps ERP + CRM==
−
==Setting Up Your Products==
+
*[[Business Management System Overview]]
−
*[[Configuring Product Searches]]
+
**[[Moving Beyond Small Business Style]]
−
==Customers and Sales==
+
**[[The opentaps Business Operations Model]]
 +
*[[Managing Your opentaps Implementation Project]]
 +
*[[Documentation Notation]]
 +
*[[Sections for Business Users, Administrators, and Technicians]]
 +
*[[Installing opentaps for Production or for Evaluation]]
 +
**[[opentaps Installation Manual|opentaps Installation Manual for Technical Admins]]
 +
**[[Managing Your Configuration Files]]
 +
**[http://www.opentaps.org/docs/index.php/Internet_Security%2C_Certificates%2C_SSL#Configuring_Your_opentaps_Server_with_an_SSL_Certificate Configuring_Your_opentaps_Server_with_an_SSL_Certificate]
 +
*[[Accessing Your opentaps Login Screen]]
 +
**[[Accessing Your opentaps Login Screen|The Login Screen]]
 +
**[[Accessing Your opentaps Login Screen|The Main Navigation Screen]]
 +
*[[Configuring opentaps for Your Business]]
 +
**[[Getting Started with Technical Configuration for TECHS]]
 +
**[[Introduction to Administrative Configuration for ADMINS]]
 +
**[[Introduction to opentaps Security Controls]]
 +
 
 +
==Step-By-Step Configuration for Business Process Administrators (ADMINS)==
 +
*[[How to Setup opentaps from Default Template]]
 +
*[[Internet Security, Certificates, SSL]]
 +
*[[Organizations and People]]
 +
**[[About the Parties & Users Tab]]
 +
**[[Create Your Own Organization]]
 +
***[[Create Your Company, Step-By-Step]]
 +
****[[Company Logo -- Using Your Own Company Logo]]
 +
**[[Create Users and User Profiles]]
 +
***[[Create A New User, Step-By-Step]]
 +
***[[Managing Users: Disabling, Changing Security or Permissions]]
 +
***[[Security permissions for users]]
 +
**[[The System Administrator's User-names and Passwords]]
 +
**[[Localizing for Time Zone, Currency, Governmental Units, Etc]]
 +
***[[Currency Configuration Overview]]
 +
**[[Login Timeout Settings]]
 +
*[[Accounting, Ledger, Payment Methods, Time Periods, Taxation Entities, Initial Values]]
 +
**[[Configuration Buttons for User-Administrators]]
 +
**[[Configuration for Accounting Specialists with TECH Help]]
 +
***[[Configuring the General Ledger]]
 +
***[[Time Periods]]
 +
***[[Payment Methods]]
 +
***[[Configuring Payroll]]
 +
***[[Configuring Sales Tax]]
 +
****[[Setting Up Taxes with Tax Authorities]]
 +
****[[Setting Up Taxes with Zip Code Mapping]]
 +
****[[Value Added Taxes (VAT)]]
 +
***[[Initial Values and Importing Accounting Balances]]
 +
*[[Facilities Setup: Stores, Warehouses, Shipping]]
 +
**[[Create New Facility]]
 +
***[[Create New Facility#opentaps Store Setup|Store Setup]]
 +
****[[Working_with_the_Product_Store(s)]]
 +
****[[Configure the Store's Automated Emails for Customer Status Updating]]
 +
***[[Create New Facility#Warehouse Setup|Warehouse Setup]]
 +
***[[Backup Warehouses|Backup Warehouse Setup]]
 +
****[[Configure Warehouses Screen|Configure the Backup Warehouse]]
 +
**[[Opentaps Shipping Setup|Automated Shipping Setup]]
 +
*[[Setup for opentaps email Handling]]
 +
**[[Configuring Notification Emails]]
 +
*[[Opentaps CreditCard Setup|Credit Card Processing]]
 +
*[[Opentaps Address Validation Setup|Address Validation]]
 +
*[[Opentaps Users Manual#Additional Setup and Configuration|Additional Setup and Configuration Topics]]
 +
*[[opentaps Performance Tuning Recommendations]]
 +
 
 +
==Using Customer Management Processing Power==
 +
*[[What the Customer Management Processes Do]]
 +
*[[Prerequisites for Users: IDs, Permissions, Navigation, Login]]
 +
*[[Managing Leads, Contacts, and Accounts]]
 +
**[[The Leads Tab]]
 +
**[[The Contacts Tab]]
 +
**[[The Accounts Tab]]
 +
*[[Managing Customer Interactions]]
 +
**[[My Home -- Using the Calender and Dashboards]]
 +
**[[The Cases Tab]]
 +
**[[The Activities Tab]]
 +
**[[Using The Notes Functionality]]
 +
*[[Managing Business Projections]]
 +
**[[The Opportunities Tab]]
 +
**[[The Forecasts Tab]]
 +
**[[Marketing Applications]]
 +
*[[Managing Sales]]
 +
**[[The Quotes Tab]]
 +
**[[The Orders Tab]]
 +
***[[Introduction To The View Order Screen]]
 +
***[[Creating New Orders]]
 +
***[[Accessing Your Orders]]
 +
***[[Edit or Cancel an Order]]
 +
****[[Shipping an Order to Multiple Destinations]]
 +
****[[Invoicing for Services Performed]]
 +
***[[Processing Product Returns]]
 +
***[[Credit Limits]]
 +
***[[Disabling Shipping to Customers|Do Not Ship]]
 +
**[[Working with Partners]]
 +
**[[Sales Teams and Account Teams]]
 +
***[[Creating New Team Members]]
 +
***[[Create A Sales Team]]
 +
***[[View Team Screen]]
 +
***[[Assign An Account Team]]
 +
 
 +
==Using Fulfillment Processing Power==
 +
*[[What the Fulfillment Management Processes Do]]
 +
*[[Procurement Processes]]
 +
**[[Requirements]]
 +
***[[Automating Purchasing with Requirements|Automating Requirements]]
 +
**[[Material Resources Planning|Planning Tab and MRP]]
 +
***[[Run MRP Screen|Step By Step: Running MRP]]
 +
**[[Step By Step: Using the Inventory Requirements]]
 +
**[[Setting Up Suppliers|Suppliers Tab]]
 +
**[[Purchasing (Orders Tab)]]
 +
***[[Estimated Delivery Dates]]
 +
***[[Purchasing Supplies]]
 +
*[[Inventory Processes]]
 +
**[[Inventory Tab]]
 +
***[[Inventory Tab#Current Inventory|Current Inventory]]
 +
***[[Inventory Tab#Reserving Inventory for Orders|Reservations Functionality]]
 +
***[[Inventory Tab#Back Orders Functionality|Back Orders Functionality]]
 +
***[[Inventory Tab#Receiving Inventory|Receiving Inventory]]
 +
***[[Inventory Tab#Moving/Changing Inventory|Moving/Changing Inventory]]
 +
***[[Inventory Tab#Tracking Inventory|Tracking Inventory]]
 +
**[[Inventory Locations]]
 +
**[[Inventory Valuation]]
 +
*[[Shipping Process|Shipping Tab Processes]]
 +
**[[Picklists|Introduction to Using Picklists]]
 +
***[[Picklists Step-by-Step]]
 +
**[[Packing the Orders]]
 +
**[[Managing Shipments]]
 +
***[[Opentaps Shipping Setup|Using Automated Scheduling]]
 +
**[[Orders with Drop-Shipped Items|Fulfilling Drop-Shipped Orders]]
 +
**[[Fulfilling Orders for Services]]
 +
*[[Warehouses Organization]]
 +
**[[Create New Facility#Warehouse Setup|Create a New Warehouse]]
 +
**[[Backup Warehouses|Create a Backup Warehouse]]
 +
**[[View Warehouse]]
 +
**[[Inventory Locations|Locations in the Warehouse]]
 +
**[[Managing Third Party Inventory|Third Party Inventory/Warehouses]]
 +
**[[Team Members]]
 +
 
 +
==Using Production Management Processing Power==
 +
*[[What the Production Management Processes Do]]
 +
**[[Example Manufacturing Scenario with User Guide Links]]
 +
**[[Manufacturing Model|Manufacturing Model WorkEffort Reference Info]]
 +
*[[Product Manufacturing Structures]]
 +
**[[Product Manufacturing Structures#Locating the Manufacturing Functions|Locating the Manufacturing Functions]]
 +
**[[Product Manufacturing Structures#Types of Products and Terminology|Types of Products and Terminology]]
 +
***[[Product Manufacturing Structures#Group One|Physical, Virtual, Variant, Configurable, Subassemblies]]
 +
***[[Product Manufacturing Structures#Group Two|Services, Digital, Fixed Asset(Rental)]]
 +
***[[Product Manufacturing Structures#Group Three|Features, Options]]
 +
**[[Product Manufacturing Structures#Documentation Items and How They Are Related|Documentation Items and How They Are Related]]
 +
***[[Bill Of Material]]
 +
***[[Routing Tasks]]
 +
***[[Production Routings]]
 +
***[[Production Runs]]
 +
*[[Managing and Executing Production Runs]]
 +
**[[Outsourcing Manufacturing]]
 +
**[[Reverse Assembly]]
 +
*[[Managing Fixed Assets]]
 +
*[[Manufacturing Accounting]]
 +
*[[A Step-By-Step Manufacturing Example -- A Configurable Product Run]]
 +
 
 +
==Using Money Management Processing Power==
 +
*[[What the Money Management Processses Do]]
 +
**[[Your_Company At a Glance -- Dashboard]]
 +
**[[The Accounting Organization Model, Divisions, Subsidiaries, and Roll-up]]
 +
***[[About Profit Centers and Cost Centers]]
 +
**[[Configuration_for_Accounting_Specialists_with_TECH_Help]]
 +
**[[Financials Reference Manual|Reference Manual for Financials Screens]]
 +
*[[Receivables Tab]]
 +
**[[Managing Invoices and Payments|Invoices and Payments]]
 +
**[[Billing Accounts]]
 +
**[[Third Party Billing]]
 +
**[[COD Statement|Accounting for COD]]
 +
**[[Cash Drawers]]
 +
**[[Payments Lockbox|Using a Payments Lockbox Service]]
 +
**[[Customer Returns]]
 +
**[[Customer Agreements]]
 +
**[[Finance Charges]]
 +
**[[AR Reports]]
 +
*[[Payables Tab]]
 +
**[[Invoices and Payments]]
 +
**[[Commissions]]
 +
**[[AP Reports]]
 +
*[[Employees Tab]]
 +
**[[Employees and Payroll|Paychecks]]
 +
**[[Configuring Payroll]]
 +
*[[Partners Tab]]
 +
**[[Partner Invoices]]
 +
**[[Partner Agreements]]
 +
*[[Ledger Tab]]
 +
**[[Transactions and Postings]]
 +
**[[Settlement]]
 +
**[[Reconciliation]]
 +
**[[Exchange Rates]]
 +
**[[Recurring Invoices Screen|Recurring Invoices]]
 +
**[[Adjust Inventory Values]]
 +
*[[Reports Tab]]
 +
**[[Accounting Reports]]
 +
*** Also refer to [[Accounting Tags]]
 +
**[[Financial Reports]]
 +
**[[Budgeting Reports]]
 +
**[[Inventory Reports]]
 +
**[[Tax Reports]]
 +
**[[Analysis]]
 +
*[[Configure Tab]]
 +
**[[Configuring_the_General_Ledger#Setting_up_the_Chart_of_Accounts|Chart of Accounts]]
 +
**[[Configuring the General Ledger|Configure Ledger]]
 +
**[[Create Payment Methods|Payment Methods]] and [[Payment Methods Screen]]
 +
**[[Time Periods]]
 +
**[[Accounting Tags]]
 +
* Accounting Related Topics
 +
**[[Ledger_Transactions_Reference]]
 +
**[[Standard_Accounting_Procedures]]
 +
**[[Encumbrances|Encumbrance Snapshots]]
 +
**[[Managing Fixed Assets]]
 +
**[[Manufacturing Accounting]]
 +
***[[Standard Costing]]
 +
**[[Introduction to Accounting Systems]]
 +
**[[Importing Accounting Balances]]
 +
 
 +
==The opentaps Vehicle for Teamwork and Coordination==
 +
*[[What the Teamwork and Coordination Vehicle Does]]
 +
**[[What_the_Teamwork_and_Coordination_Vehicle_Does#Why_opentaps_Emphasizes_Teamwork_Processes|Why_opentaps_Emphasizes_Teamwork_Processes]]
 +
*[[What_the_Teamwork_and_Coordination_Vehicle_Does#Using_opentaps_Teamwork_Processes|Using_opentaps_Teamwork_Processes]]
 +
**[[What_the_Teamwork_and_Coordination_Vehicle_Does#References_About_Empowering_Your_Teams|References_About_Empowering_Your_Teams]]
 +
 
 +
==Using Catalog Manager and Setting Up Your Products==
 +
 
 +
*[[Introduction to Catalog Manager Concepts and Terminology]]
 +
**[[Navigating in the Catalog Manager]]
 +
**[[The Virtual Product Store(s), and the Catalogs]]
 +
**[[Create or Edit a Catalog]]
 +
***[[More About the Product Catalogs]]
 +
**[[Configuring E-Commerce Functional Components]]
 +
***[[Product Promotions]]
 +
***[[Pricing Rules]]
 +
***[[Subscriptions]]
 +
***[[Configuring Product Searches]]
 +
***[[Configure Shipping Methods]]
 +
***[[Other Components: The Thesaurus, The Reviews]]
 +
 
 +
*[[Working with Products in the Catalog]]
 +
**[[Setting Up Your Products and Sales Materials]]
 +
***[[Using Product Information Sub-Tabs Step-By-Step]]
 +
**[[Products with Features]]
 +
**[[Products Requiring Configuration]]
 +
***[[Step-By-Step Configurable Product Set-up]]
 +
****[[Specifying_the_Base_Configurable_Product_and_Config_Items]]
 +
****[[Defining_The_Component_Products_and_Linking_to_Config_Choices]]
 +
****[[Adding_Config_Items_to_the_Base_Configurable_Product]]
 +
**[[Products Bought and Sold or Used in Different Units or Sets]]
 +
**[[Services That Are Products]]
 +
**[[Digital Products without Inventory]]
 +
***[[Digital Products| Tech Administrator Notes on Digital Fulfillment]]
 +
**[[Removing Products and Categories]]
 +
 
 +
*[[More About Working with Categories and Catalogs]]
 +
**[[Using Categories to Organize Marketing Presentation]]
 +
***[[Using_Categories_to_Organize_Marketing_Presentation#Introduction_to_Defining_a_Category_Step-By-Step|Defining a Category Step-By-Step]]
 +
***[[Using Category Sub-Tabs Step-By-Step]]
 +
**[[Setting Up Products in Product-Categories, and Product-Catalogs]]
 +
**[[Using Categories for Web-Site Store Presentation Control]]
 +
***[[The Special Categories - Root, Search, Featured]]
 +
***[[Configuring Product Searches|Using Search and the Thesaurus]]
 +
**[[Customer Specific Stores, Catalogs, and Categories]]
 +
 
 +
*[[Working with the Product Store(s)]]
 +
**[[Basics of Configuring the Product Store]]
 +
**[[Using Store Policy Tabs Step-By-Step]]
 +
***[[Specify_the_Promos_for_This_Store]]
 +
**[[Gift Certificates]]
 +
**[[About Multiple Stores]]
 +
**[[Configuring Sales Tax]]
 +
 
 +
* The Archived Original Catalog Manager Follows - Info is not current
 +
**[http://www.opentaps.org/docs/images/c/cd/Catalog_Manager.pdf Basic Catalog Manager Manual]
 +
 
 +
==Using the Web-Site E-commerce Store(s) for Your Catalogs and Products==
 +
 
 +
*[[Web-Site Online Stores for your Catalogs and Products]]
 +
**[[Configuring and Publishing Your Web-Site Store]]
 +
***[[Browsing to the Web Store -- Configure the Mount Point]]
 +
***[[Localization for Language, and Taxation]]
 +
***[[Using Categories for Web-Site Store Presentation Control]]
 +
 
 +
*[[Your Customer's Online Shopping Experience]]
 +
***[[Web Store Layout and Page Navigation]]
 +
****[[Web Store Homepage Layout]]
 +
****[[Product Details Page Layout]]
 +
****[[Configurable Product Page Layout]]
 +
****[[Product with Various Feature Choices]]
 +
***[[Your Web Store Products, and Catalogs]]
 +
***[[Registration, Shopping Cart, Checkout, Status]]
 +
****[[Customer Registration or Anonymous Shoppers at Your E-commerce Store]]
 +
****[[Shopping Cart Functionality]]
 +
****[[Check-out, Shipping and Payment Methods]]
 +
****[[Configure_the_Store_Payment_Processing_Services]]
 +
***[[Order Status, Order History, and Online Cancellation Option]]
 +
****[[Customer Returns]]
 +
****[[Customer Notification Emails]]
 +
 
 +
*[[Marketing Functionality in the Online Web-Site Store]]
 +
**[[Featured Products]]
 +
**[[Finding Products Via Catalogs or Searches]]
 +
**[[Product Promotions|Promotions and Discounting Rules]]
 +
**[[Cross Selling]]
 +
**[[Shopping Lists, Quick Add List, and Shopping Cart Persistence]]
 +
**[[Quotes and Requests]]
 +
**[[Reviews, Surveys, Blogs, and Forums]]
 +
 
 +
*[[Tracking Your Web-Site Store Statistics]]
 +
*[[Customizing the Web Store or Using Other Stores Like Magento]]
 +
**[[Opentaps Magento Integration]]
 +
 
 +
==Selected Tips for End Users==
 +
===Customers and Sales===
 +
*[[Handling Emails]]
 +
*[[Managing Partners]]
 +
*[[Sales Teams and Account Teams]]
 +
**[[Create A Sales Team]]
 +
**[[Assign An Account Team]]
 +
**[[Creating New Team Members]]
 +
*[[Disabling Shipping to Customers]]
 +
*[[Payment Terms]] and [[Credit Limits]]
 
*[[Customer Returns]]
 
*[[Customer Returns]]
−
==Fulfilling Orders==
+
*Using [[USPS Bulk Mail]]
−
==Managing Inventory==
+
*[[Managing Orders]]
 +
*[[Merging Duplicate Customers]]
 +
*[[Creating Surveys]]
 +
 
 +
===Fulfilling Orders===
 +
*[[Reserving Inventory for Orders]]
 +
*[[Picklists]]
 +
*[[Stock Move]]
 +
*[[Orders with Drop-Shipped Items]]
 +
*[[Fulfilling Orders for Services]]
 +
 
 +
===Managing Inventory===
 
*[[Lot Level Inventory Tracking]]
 
*[[Lot Level Inventory Tracking]]
 +
**[[Tracing Inventory Usage]]
 
*[[Managing Serialized Inventory]]
 
*[[Managing Serialized Inventory]]
−
==Managing the Manufacturing Process==
+
*[[Backup Warehouses]]
 +
*[[Material Resources Planning]]
 +
*[[Managing Third Party Inventory]]
 +
*[[Transfer Shipment]]
 +
 
 +
===Managing the Manufacturing Process===
 +
*[[Bill Of Material]]
 +
*[[Production Routings]]
 
*[[Outsourcing Manufacturing]]
 
*[[Outsourcing Manufacturing]]
−
*[[Manufacturing Resources Planning]]
+
*[[Reverse Assembly]]
−
==Purchasing==
+
 
 +
===Purchasing===
 +
*[[Setting Up Suppliers]]
 +
*[[Automating Purchasing with Requirements]]
 
*[[Purchasing Supplies]]
 
*[[Purchasing Supplies]]
−
==Managing Finances and Accounting==
+
*[[Estimated Delivery Dates]]
−
*[[Customers and Receivables]]
+
 
 +
===Managing Finances and Accounting===
 +
*[[Transactions and Postings]]
 +
*[[Time Periods]]
 +
*[[Accounting Tags]]
 +
*[[Encumbrances]]
 +
*Receivables and Payables
 +
**[[Managing Invoices and Payments]]
 +
**[[Billing Accounts]]
 +
**[[Receipts and Deposits]]
 
**[[Third Party Billing]]
 
**[[Third Party Billing]]
 
**[[COD Statement]]
 
**[[COD Statement]]
 
**[[Cash Drawers]]
 
**[[Cash Drawers]]
−
*[[Vendors and Payables]]
+
**[[Payments Lockbox]]
 +
*[[Manufacturing Accounting]]
 +
**[[Standard Costing]]
 
*[[Employees and Payroll]]
 
*[[Employees and Payroll]]
 
**[[Configuring Payroll]]
 
**[[Configuring Payroll]]
 +
*[[Work Effort and Time Sheets]]
 
*[[Configuring the General Ledger]]
 
*[[Configuring the General Ledger]]
 
*[[Ledger Transactions Reference]]
 
*[[Ledger Transactions Reference]]
−
*[[Budgets and Forecasts]]
 
 
*[[Standard Accounting Procedures]]
 
*[[Standard Accounting Procedures]]
 +
*[[Importing Accounting Balances]]
 +
*Appendix: [[Accounting for Engineers]]
  
−
==Analysis and Reporting==
+
===Analysis and Reporting===
 
*[[Using JasperReports with opentaps]]
 
*[[Using JasperReports with opentaps]]
 +
** [[Tutorial_iReports | Tutorial on Using iReports]]
 
*[[Using Pentaho with opentaps]]
 
*[[Using Pentaho with opentaps]]
−
*[[Using BIRT with opentaps]]
+
*[http://www.opensourcestrategies.com/ofbiz/ofbiz-birt.pdf Using BIRT with opentaps]
−
 
 
  
−
==Additional Setup and Configuration==
+
===Additional Setup and Configuration===
−
*[http://www.opentaps.org/index.php?option=com_content&task=blogcategory&id=36&Itemid=62 Basic Installation Instructions]
+
*[[Configuring opentaps|Archive Version - Configuring opentaps]]
 +
*[[Getting_Started_with_Technical_Configuration_for_TECHS#Setting_up_Your_Company|Using hot-deploy to Configure Your Company]]
 +
*[[Managing Scheduled Jobs]]
 +
*[[Installing opentaps on JBoss]]
 +
*[[Configuring Your Applications|Configuring Notification eMails]]
 +
*[[Managing Emails]]
 +
*[[Setting up httpd and opentaps with mod_jk]]
 
*[[Opentaps_Funambol_Setup|Setting up Outlook and Mobile Phone Synchronization]]
 
*[[Opentaps_Funambol_Setup|Setting up Outlook and Mobile Phone Synchronization]]
−
*[[Opentaps_Shipping_Setup|Setting up shipping keys]]
+
*[[Opentaps_Shipping_Setup|Setting up Shipping]]
 
*[[Opentaps_CreditCard_Setup|Setting up credit card processing]]
 
*[[Opentaps_CreditCard_Setup|Setting up credit card processing]]
 
*[[Opentaps_Address_Validation_Setup|Setting up address validation]]
 
*[[Opentaps_Address_Validation_Setup|Setting up address validation]]
 +
*[[Opentaps_VoIP_Setup|Configuring VoIP Integration]]
 +
*[[Configuring Single Sign On]]
 +
*[[Keyboard Shortcuts]]
 
*[[Miscellaneous Tips]]
 
*[[Miscellaneous Tips]]
 +
*[[Using REGEX Validation Patterns]]
 +
 +
===Standard Function Blocks===
 +
*[[Lookup widget|Using the Lookup Widget]]
 +
*[[Find a Person or Organization with the Search Block]]
 +
*[[Calender widget|Using The Calender Widget]]
 +
*[[Merging Duplicates in CRMSFA]]
 +
*[[Contacts Information Block]]
 +
*[[Using The Notes Functionality]]
 +
*[[Bookmarks and Files Block]]
 +
*[[Pending Activities]]
 +
*[[Activity History]]
 +
 +
===Upgrading opentaps===
 +
 +
*[[Upgrading from opentaps 1.0 to opentaps 1.4]]
 +
**[[Simple Migration for Unmodified-opentaps Users]]
 +
**[[Upgrading for opentaps Users with Customized Code]]
 +
*[[Upgrading from opentaps 0.9 to opentaps 1.0]]
 +
*[[Upgrading from opentaps 0.8 to opentaps 0.9]]
 +
*[[Upgrading from ofbiz 3.x to opentaps 0.8]]
 +
 +
==Importing Your Data==
 +
*[http://www.opentaps.org/index.php?option=com_content&task=view&id=51&Itemid=78 General Instructions]
 +
*[[Importing from NetSuite to opentaps]]
 +
*[[Importing Data with Dataimport]] - This technical reference document describes how to develop custom import solutions.
 +
 +
==List of the Figures in the User Manual==
 +
*[[List of Figures in the User Manual]]

Latest revision as of 15:28, 2 August 2011

Introduction To opentaps ERP + CRM

Step-By-Step Configuration for Business Process Administrators (ADMINS)

Using Customer Management Processing Power

Using Fulfillment Processing Power

Using Production Management Processing Power

Using Money Management Processing Power

The opentaps Vehicle for Teamwork and Coordination

Using Catalog Manager and Setting Up Your Products

Using the Web-Site E-commerce Store(s) for Your Catalogs and Products

Selected Tips for End Users

Customers and Sales

Fulfilling Orders

Managing Inventory

Managing the Manufacturing Process

Purchasing

Managing Finances and Accounting

Analysis and Reporting

Additional Setup and Configuration

Standard Function Blocks

Upgrading opentaps

Importing Your Data

List of the Figures in the User Manual

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