Difference between revisions of "Opentaps Users Manual"
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==Using Catalog Manager and Setting Up Your Products== | ==Using Catalog Manager and Setting Up Your Products== | ||
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*[http://www.opentaps.org/docs/images/c/cd/Catalog_Manager.pdf Basic Catalog Manager Manual] | *[http://www.opentaps.org/docs/images/c/cd/Catalog_Manager.pdf Basic Catalog Manager Manual] | ||
| − | *[[ | + | |
| − | *[[ | + | *[[Introduction to Catalog Manager Concepts and Terminology]] |
| − | *[[Products Sold or Bought in Sets]] | + | **[[Setting Up Your Products|The Catalog - Setting Up Products to Buy or to Sell]] |
| − | *[[Digital Products]] | + | **[[Navigating in the Catalog Manager]] |
| − | *[[ | + | |
| − | *[[ | + | *[[Working with Products in the Catalog]] |
| − | *[[Configuring | + | **[[Products with Features]] |
| − | *[[Setting Up the Online Store]] | + | **[[Products Requiring Configuration]] |
| − | *[[Customer Specific Stores, Catalogs, and Categories]] | + | **[[Products Sold or Bought in Sets]] |
| − | *[[Setting Up Taxes with Tax Authorities]] | + | **[[Services That Are Products]] |
| − | *[[Setting Up County Sales Taxes]] | + | **[[Digital Products without Inventory]] |
| + | ***[[Digital Products| Tech Administrator Notes on Digital Fulfillment]] | ||
| + | **[[Setting Up Products for Procurement and for Inventory Management]] | ||
| + | **[[Setting Up Products for Accounting, and Payments]] | ||
| + | **[[Setting Up Product Pricing Data and Rules]] | ||
| + | ***[[Special Pricing|Using Pricing Rules]] | ||
| + | **[[Setting Up Product in Product-Categories, and Product-Catalogs]] | ||
| + | |||
| + | *[[More About Working with Categories and Catalogs]] | ||
| + | |||
| + | *[[Working with the Product Store(s)]] | ||
| + | **[[Basics of Configuring the Product Store]] | ||
| + | **[[Using Categories for Product Store Presentation Control]] | ||
| + | ***[[The Special Categories - Root, Search, Etc.]] | ||
| + | ***[[Configuring Product Searches]] | ||
| + | **[[Using Product Store Promotions]] | ||
| + | ***[[Gift Certificates]] | ||
| + | **[[About Multiple Stores]] | ||
| + | **[[Setting Up Store Shipping]] | ||
| + | |||
| + | *[[Setting Up the Online E-commerce Store(s)]] | ||
| + | |||
| + | |||
| + | *[[Other Catalog Manager Topics]] | ||
| + | **[[Removing Products and Categories]] | ||
| + | **[[Configuring Products for Drop Shipping]] | ||
| + | **[[Customer Specific Stores, Catalogs, and Categories]] | ||
| + | **[[Digital Products]] | ||
| + | **[[Setting Up Taxes with Tax Authorities]] | ||
| + | **[[Setting Up County Sales Taxes]] | ||
==Customers and Sales== | ==Customers and Sales== | ||
Revision as of 16:52, 24 February 2010
Contents
- 1 Introduction To opentaps Opensource 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 Customers and Sales
- 10 Fulfilling Orders
- 11 Managing Inventory
- 12 Managing the Manufacturing Process
- 13 Purchasing
- 14 Managing Finances and Accounting
- 15 Analysis and Reporting
- 16 Additional Setup and Configuration
- 17 Standard Function Blocks
- 18 Upgrading opentaps
- 19 Importing Your Data
Introduction To opentaps Opensource ERP + CRM
- Business Management System Overview
- Managing Your opentaps Implementation Project
- Documentation Notation
- Sections for Business Users, Administrators, and Technicians
- Accessing Your opentaps Login Screen
- Configuring opentaps for Your Business
Step-By-Step Configuration for Business Process Administrators (ADMINS)
- 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
- Other configuration topics are covered in User Guide section "Additional Setup and Configuration"
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
The opentaps Vehicle for Teamwork and Coordination
Using Catalog Manager and Setting Up Your Products
- Working with Products in the Catalog
- Products with Features
- Products Requiring Configuration
- Products Sold or Bought in Sets
- Services That Are Products
- Digital Products without Inventory
- Setting Up Products for Procurement and for Inventory Management
- Setting Up Products for Accounting, and Payments
- Setting Up Product Pricing Data and Rules
- Setting Up Product in Product-Categories, and Product-Catalogs
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
- Basic Installation Instructions
- Configuring opentaps
- Managing Scheduled Jobs
- Installing opentaps on JBoss
- Configuring Your Applications
- 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
- 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.
