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==Step-By-Step Configuration for Business Process Administrators (ADMINS)== | ==Step-By-Step Configuration for Business Process Administrators (ADMINS)== | ||
| + | *[[How to Setup opentaps from Default Template]] | ||
*[[Internet Security, Certificates, SSL]] | *[[Internet Security, Certificates, SSL]] | ||
*[[Organizations and People]] | *[[Organizations and People]] | ||
**[[About the Parties & Users Tab]] | **[[About the Parties & Users Tab]] | ||
**[[Create Your Own Organization]] | **[[Create Your Own Organization]] | ||
| + | ***[[Create Your Company, Step-By-Step]] | ||
| + | ****[[Company Logo -- Using Your Own Company Logo]] | ||
**[[Create Users and User Profiles]] | **[[Create Users and User Profiles]] | ||
***[[Create A New User, Step-By-Step]] | ***[[Create A New User, Step-By-Step]] | ||
| Line 31: | Line 34: | ||
**[[The System Administrator's User-names and Passwords]] | **[[The System Administrator's User-names and Passwords]] | ||
**[[Localizing for Time Zone, Currency, Governmental Units, Etc]] | **[[Localizing for Time Zone, Currency, Governmental Units, Etc]] | ||
| + | ***[[Currency Configuration Overview]] | ||
**[[Login Timeout Settings]] | **[[Login Timeout Settings]] | ||
*[[Accounting, Ledger, Payment Methods, Time Periods, Taxation Entities, Initial Values]] | *[[Accounting, Ledger, Payment Methods, Time Periods, Taxation Entities, Initial Values]] | ||
| Line 37: | Line 41: | ||
***[[Configuring the General Ledger]] | ***[[Configuring the General Ledger]] | ||
***[[Time Periods]] | ***[[Time Periods]] | ||
| + | ***[[Payment Methods]] | ||
***[[Configuring Payroll]] | ***[[Configuring Payroll]] | ||
***[[Configuring Sales Tax]] | ***[[Configuring Sales Tax]] | ||
****[[Setting Up Taxes with Tax Authorities]] | ****[[Setting Up Taxes with Tax Authorities]] | ||
****[[Setting Up Taxes with Zip Code Mapping]] | ****[[Setting Up Taxes with Zip Code Mapping]] | ||
| + | ****[[Value Added Taxes (VAT)]] | ||
***[[Initial Values and Importing Accounting Balances]] | ***[[Initial Values and Importing Accounting Balances]] | ||
*[[Facilities Setup: Stores, Warehouses, Shipping]] | *[[Facilities Setup: Stores, Warehouses, Shipping]] | ||
**[[Create New Facility]] | **[[Create New Facility]] | ||
***[[Create New Facility#opentaps Store Setup|Store Setup]] | ***[[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]] | ***[[Create New Facility#Warehouse Setup|Warehouse Setup]] | ||
***[[Backup Warehouses|Backup Warehouse Setup]] | ***[[Backup Warehouses|Backup Warehouse Setup]] | ||
| Line 66: | Line 72: | ||
**[[The Accounts Tab]] | **[[The Accounts Tab]] | ||
*[[Managing Customer Interactions]] | *[[Managing Customer Interactions]] | ||
| − | **[[My Home -- Using | + | **[[My Home -- Using the Calender and Dashboards]] |
**[[The Cases Tab]] | **[[The Cases Tab]] | ||
**[[The Activities Tab]] | **[[The Activities Tab]] | ||
| Line 85: | Line 91: | ||
***[[Processing Product Returns]] | ***[[Processing Product Returns]] | ||
***[[Credit Limits]] | ***[[Credit Limits]] | ||
| − | ***[[Disabling Shipping to Customers]] | + | ***[[Disabling Shipping to Customers|Do Not Ship]] |
**[[Working with Partners]] | **[[Working with Partners]] | ||
**[[Sales Teams and Account Teams]] | **[[Sales Teams and Account Teams]] | ||
| Line 155: | Line 161: | ||
==Using Money Management Processing Power== | ==Using Money Management Processing Power== | ||
*[[What the Money Management Processses Do]] | *[[What the Money Management Processses Do]] | ||
| − | *[[Payables]] | + | **[[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== | ==The opentaps Vehicle for Teamwork and Coordination== | ||
*[[What the Teamwork and Coordination Vehicle Does]] | *[[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== | ==Using Catalog Manager and Setting Up Your Products== | ||
| − | |||
| − | |||
*[[Introduction to Catalog Manager Concepts and Terminology]] | *[[Introduction to Catalog Manager Concepts and Terminology]] | ||
**[[Navigating in the Catalog Manager]] | **[[Navigating in the Catalog Manager]] | ||
**[[The Virtual Product Store(s), and the Catalogs]] | **[[The Virtual Product Store(s), and the Catalogs]] | ||
| + | **[[Create or Edit a Catalog]] | ||
| + | ***[[More About the Product Catalogs]] | ||
**[[Configuring E-Commerce Functional Components]] | **[[Configuring E-Commerce Functional Components]] | ||
***[[Product Promotions]] | ***[[Product Promotions]] | ||
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***[[Subscriptions]] | ***[[Subscriptions]] | ||
***[[Configuring Product Searches]] | ***[[Configuring Product Searches]] | ||
| + | ***[[Configure Shipping Methods]] | ||
***[[Other Components: The Thesaurus, The Reviews]] | ***[[Other Components: The Thesaurus, The Reviews]] | ||
| − | |||
*[[Working with Products in the Catalog]] | *[[Working with Products in the Catalog]] | ||
| Line 193: | Line 256: | ||
*[[More About Working with Categories and Catalogs]] | *[[More About Working with Categories and Catalogs]] | ||
**[[Using Categories to Organize Marketing Presentation]] | **[[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]] | ***[[Using Category Sub-Tabs Step-By-Step]] | ||
**[[Setting Up Products in Product-Categories, and Product-Catalogs]] | **[[Setting Up Products in Product-Categories, and Product-Catalogs]] | ||
| Line 202: | Line 266: | ||
*[[Working with the Product Store(s)]] | *[[Working with the Product Store(s)]] | ||
**[[Basics of Configuring the Product Store]] | **[[Basics of Configuring the Product Store]] | ||
| − | + | **[[Using Store Policy Tabs Step-By-Step]] | |
| − | + | ***[[Specify_the_Promos_for_This_Store]] | |
| − | ***[[ | + | **[[Gift Certificates]] |
| − | |||
| − | |||
| − | |||
**[[About Multiple Stores]] | **[[About Multiple Stores]] | ||
**[[Configuring Sales Tax]] | **[[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== | ==Using the Web-Site E-commerce Store(s) for Your Catalogs and Products== | ||
| + | |||
*[[Web-Site Online Stores for your Catalogs and Products]] | *[[Web-Site Online Stores for your Catalogs and Products]] | ||
| − | |||
**[[Configuring and Publishing Your Web-Site Store]] | **[[Configuring and Publishing Your Web-Site Store]] | ||
| − | **[[Your Customer's Online Shopping Experience]] | + | ***[[Browsing to the Web Store -- Configure the Mount Point]] |
| − | ***[[Customer | + | ***[[Localization for Language, and Taxation]] |
| − | ***[[Shopping Cart Functionality]] | + | ***[[Using Categories for Web-Site Store Presentation Control]] |
| − | ***[[Check-out and Payment]] | + | |
| + | *[[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]] | ***[[Order Status, Order History, and Online Cancellation Option]] | ||
| − | ***[[Customer | + | ****[[Customer Returns]] |
| − | ***[[Customer | + | ****[[Customer Notification Emails]] |
*[[Marketing Functionality in the Online Web-Site Store]] | *[[Marketing Functionality in the Online Web-Site Store]] | ||
**[[Featured Products]] | **[[Featured Products]] | ||
| − | **[[Promotions and Discounting Rules]] | + | **[[Finding Products Via Catalogs or Searches]] |
| + | **[[Product Promotions|Promotions and Discounting Rules]] | ||
**[[Cross Selling]] | **[[Cross Selling]] | ||
**[[Shopping Lists, Quick Add List, and Shopping Cart Persistence]] | **[[Shopping Lists, Quick Add List, and Shopping Cart Persistence]] | ||
**[[Quotes and Requests]] | **[[Quotes and Requests]] | ||
| − | **[[Surveys, Blogs, and Forums | + | **[[Reviews, Surveys, Blogs, and Forums]] |
| − | |||
| − | |||
| − | *[[ | + | *[[Tracking Your Web-Site Store Statistics]] |
| + | *[[Customizing the Web Store or Using Other Stores Like Magento]] | ||
**[[Opentaps Magento Integration]] | **[[Opentaps Magento Integration]] | ||
| − | ==Customers and Sales== | + | ==Selected Tips for End Users== |
| + | ===Customers and Sales=== | ||
*[[Handling Emails]] | *[[Handling Emails]] | ||
*[[Managing Partners]] | *[[Managing Partners]] | ||
| Line 253: | Line 328: | ||
*[[Creating Surveys]] | *[[Creating Surveys]] | ||
| − | ==Fulfilling Orders== | + | ===Fulfilling Orders=== |
*[[Reserving Inventory for Orders]] | *[[Reserving Inventory for Orders]] | ||
*[[Picklists]] | *[[Picklists]] | ||
| Line 260: | Line 335: | ||
*[[Fulfilling Orders for Services]] | *[[Fulfilling Orders for Services]] | ||
| − | ==Managing Inventory== | + | ===Managing Inventory=== |
*[[Lot Level Inventory Tracking]] | *[[Lot Level Inventory Tracking]] | ||
**[[Tracing Inventory Usage]] | **[[Tracing Inventory Usage]] | ||
| Line 269: | Line 344: | ||
*[[Transfer Shipment]] | *[[Transfer Shipment]] | ||
| − | ==Managing the Manufacturing Process== | + | ===Managing the Manufacturing Process=== |
*[[Bill Of Material]] | *[[Bill Of Material]] | ||
*[[Production Routings]] | *[[Production Routings]] | ||
| Line 275: | Line 350: | ||
*[[Reverse Assembly]] | *[[Reverse Assembly]] | ||
| − | ==Purchasing== | + | ===Purchasing=== |
*[[Setting Up Suppliers]] | *[[Setting Up Suppliers]] | ||
*[[Automating Purchasing with Requirements]] | *[[Automating Purchasing with Requirements]] | ||
| Line 281: | Line 356: | ||
*[[Estimated Delivery Dates]] | *[[Estimated Delivery Dates]] | ||
| − | ==Managing Finances and Accounting== | + | ===Managing Finances and Accounting=== |
*[[Transactions and Postings]] | *[[Transactions and Postings]] | ||
*[[Time Periods]] | *[[Time Periods]] | ||
| Line 305: | Line 380: | ||
*Appendix: [[Accounting for Engineers]] | *Appendix: [[Accounting for Engineers]] | ||
| − | ==Analysis and Reporting== | + | ===Analysis and Reporting=== |
*[[Using JasperReports with opentaps]] | *[[Using JasperReports with opentaps]] | ||
** [[Tutorial_iReports | Tutorial on Using iReports]] | ** [[Tutorial_iReports | Tutorial on Using iReports]] | ||
| Line 311: | Line 386: | ||
*[http://www.opensourcestrategies.com/ofbiz/ofbiz-birt.pdf Using BIRT with opentaps] | *[http://www.opensourcestrategies.com/ofbiz/ofbiz-birt.pdf Using BIRT with opentaps] | ||
| − | ==Additional Setup and Configuration== | + | ===Additional Setup and Configuration=== |
*[[Configuring opentaps|Archive Version - Configuring opentaps]] | *[[Configuring opentaps|Archive Version - Configuring opentaps]] | ||
*[[Getting_Started_with_Technical_Configuration_for_TECHS#Setting_up_Your_Company|Using hot-deploy to Configure Your Company]] | *[[Getting_Started_with_Technical_Configuration_for_TECHS#Setting_up_Your_Company|Using hot-deploy to Configure Your Company]] | ||
| Line 329: | Line 404: | ||
*[[Using REGEX Validation Patterns]] | *[[Using REGEX Validation Patterns]] | ||
| − | ==Standard Function Blocks== | + | ===Standard Function Blocks=== |
| + | *[[Lookup widget|Using the Lookup Widget]] | ||
*[[Find a Person or Organization with the Search Block]] | *[[Find a Person or Organization with the Search Block]] | ||
*[[Calender widget|Using The Calender Widget]] | *[[Calender widget|Using The Calender Widget]] | ||
| Line 339: | Line 415: | ||
*[[Activity History]] | *[[Activity History]] | ||
| − | ==Upgrading opentaps== | + | ===Upgrading opentaps=== |
*[[Upgrading from opentaps 1.0 to opentaps 1.4]] | *[[Upgrading from opentaps 1.0 to opentaps 1.4]] | ||
| Line 352: | Line 428: | ||
*[[Importing from NetSuite to opentaps]] | *[[Importing from NetSuite to opentaps]] | ||
*[[Importing Data with Dataimport]] - This technical reference document describes how to develop custom import solutions. | *[[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
Contents
- 1 Introduction To opentaps ERP + CRM
- 2 Step-By-Step Configuration for Business Process Administrators (ADMINS)
- 3 Using Customer Management Processing Power
- 4 Using Fulfillment Processing Power
- 5 Using Production Management Processing Power
- 6 Using Money Management Processing Power
- 7 The opentaps Vehicle for Teamwork and Coordination
- 8 Using Catalog Manager and Setting Up Your Products
- 9 Using the Web-Site E-commerce Store(s) for Your Catalogs and Products
- 10 Selected Tips for End Users
- 11 Importing Your Data
- 12 List of the Figures in the User Manual
Introduction To opentaps ERP + CRM
- Business Management System Overview
- Managing Your opentaps Implementation Project
- Documentation Notation
- Sections for Business Users, Administrators, and Technicians
- Installing opentaps for Production or for Evaluation
- Accessing Your opentaps Login Screen
- Configuring opentaps for Your Business
Step-By-Step Configuration for Business Process Administrators (ADMINS)
- How to Setup opentaps from Default Template
- Internet Security, Certificates, SSL
- Organizations and People
- Accounting, Ledger, Payment Methods, Time Periods, Taxation Entities, Initial Values
- Facilities Setup: Stores, Warehouses, Shipping
- Setup for opentaps email Handling
- Credit Card Processing
- Address Validation
- 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
- Managing Customer Interactions
- Managing Business Projections
- Managing Sales
Using Fulfillment Processing Power
- What the Fulfillment Management Processes Do
- Procurement Processes
- Inventory Processes
- Shipping Tab Processes
- Warehouses Organization
Using Production Management Processing Power
- What the Production Management Processes Do
- Product Manufacturing Structures
- Managing and Executing Production Runs
- 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
- Receivables Tab
- Payables Tab
- Employees Tab
- Partners Tab
- Ledger Tab
- Reports Tab
- Configure Tab
- Accounting Related Topics
The opentaps Vehicle for Teamwork and Coordination
Using Catalog Manager and Setting Up Your Products
- Introduction to Catalog Manager Concepts and Terminology
- Working with Products in the Catalog
- More About Working with Categories and Catalogs
- The Archived Original Catalog Manager Follows - Info is not current
Using the Web-Site E-commerce Store(s) for Your Catalogs and Products
- Your Customer's Online Shopping Experience
- Tracking Your Web-Site Store Statistics
- Customizing the Web Store or Using Other Stores Like Magento
Selected Tips for End Users
Customers and Sales
- Handling Emails
- Managing Partners
- Sales Teams and Account Teams
- Disabling Shipping to Customers
- Payment Terms and Credit Limits
- Customer Returns
- Using USPS Bulk Mail
- 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
- Managing Serialized Inventory
- Backup Warehouses
- Material Resources Planning
- Managing Third Party Inventory
- Transfer Shipment
Managing the Manufacturing Process
Purchasing
- Setting Up Suppliers
- Automating Purchasing with Requirements
- Purchasing Supplies
- Estimated Delivery Dates
Managing Finances and Accounting
- Transactions and Postings
- Time Periods
- Accounting Tags
- Encumbrances
- Receivables and Payables
- Manufacturing Accounting
- Employees and Payroll
- Work Effort and Time Sheets
- Configuring the General Ledger
- Ledger Transactions Reference
- Standard Accounting Procedures
- Importing Accounting Balances
- Appendix: Accounting for Engineers
Analysis and Reporting
Additional Setup and Configuration
- Archive Version - Configuring opentaps
- Using hot-deploy to Configure Your Company
- Managing Scheduled Jobs
- Installing opentaps on JBoss
- Configuring Notification eMails
- Managing Emails
- Setting up httpd and opentaps with mod_jk
- Setting up Outlook and Mobile Phone Synchronization
- Setting up Shipping
- Setting up credit card processing
- Setting up address validation
- Configuring VoIP Integration
- Configuring Single Sign On
- Keyboard Shortcuts
- Miscellaneous Tips
- Using REGEX Validation Patterns
Standard Function Blocks
- Using the Lookup Widget
- Find a Person or Organization with the Search Block
- 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
- 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
- General Instructions
- Importing from NetSuite to opentaps
- Importing Data with Dataimport - This technical reference document describes how to develop custom import solutions.
