Difference between revisions of "Opentaps Users Manual"

From Opentaps Wiki
Jump to navigationJump to search
Line 166: Line 166:
  
 
*[[Introduction to Catalog Manager Concepts and Terminology]]
 
*[[Introduction to Catalog Manager Concepts and Terminology]]
 +
**[[The Virtual Product Store(s), and the Catalogs]]
 
**[[Setting Up Your Products|The Catalog - Setting Up Products to Buy or to Sell]]
 
**[[Setting Up Your Products|The Catalog - Setting Up Products to Buy or to Sell]]
 
**[[Navigating in the Catalog Manager]]
 
**[[Navigating in the Catalog Manager]]
  
 
*[[Working with Products in the Catalog]]
 
*[[Working with Products in the Catalog]]
 +
**[[Setting Up Your Products and Sales Materials]]
 
**[[Products with Features]]
 
**[[Products with Features]]
 
**[[Products Requiring Configuration]]
 
**[[Products Requiring Configuration]]
Line 178: Line 180:
 
**[[Digital Products without Inventory]]
 
**[[Digital Products without Inventory]]
 
***[[Digital Products| Tech Administrator Notes on Digital Fulfillment]]
 
***[[Digital Products| Tech Administrator Notes on Digital Fulfillment]]
−
**[[Setting Up Products for Procurement and for Inventory Management]]
+
**[[Setting Up Product Management Controls]]
−
**[[Setting Up Products for Accounting, and Payments]]
+
***[[Product Controls -- Procurement and Inventory Management]]
−
**[[Setting Up Product Price Data and Pricing Rules]]
+
***[[Product Controls -- Accounting, and Payments]]
−
***[[Special Pricing|Using Pricing Rules]]
+
***[[Product Controls -- Pricing Data and Pricing Rules]]
−
**[[Setting Up Product in Product-Categories, and Product-Catalogs]]
+
****[[Special Pricing|Using Pricing Rules for Special Pricing]]
  
 
*[[More About Working with Categories and Catalogs]]
 
*[[More About Working with Categories and Catalogs]]
 +
**[[Using Categories to Organize Marketing Presentation]]
 +
**[[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)]]
 
*[[Working with the Product Store(s)]]
 
**[[Basics of Configuring the Product Store]]
 
**[[Basics of Configuring the Product Store]]
−
**[[Using Categories for Product Store Presentation Control]]
+
***[[The Store Catalogs, Categories, and the Web-Site]]
−
***[[The Special Categories - Root, Search, Etc.]]
 
−
***[[Configuring Product Searches|Using Search and the Thesaurus]]
 
 
**[[Using Product Store Promotions]]
 
**[[Using Product Store Promotions]]
 
***[[Setting Up Promotion Rules for Store Orders]]
 
***[[Setting Up Promotion Rules for Store Orders]]
Line 196: Line 202:
 
**[[About Multiple Stores]]
 
**[[About Multiple Stores]]
 
**[[Setting Up Store Shipping]]
 
**[[Setting Up Store Shipping]]
 +
***[[Configuring Products for Drop Shipping]]
 
**[[Managing the Customer Reviews]]
 
**[[Managing the Customer Reviews]]
−
 
+
**[[Setting Up Taxes with Tax Authorities]]
−
*[[Setting Up the Online E-commerce Store(s)]]
+
**[[Setting Up County Sales Taxes]]
  
 
*[[Other Catalog Manager Topics]]
 
*[[Other Catalog Manager Topics]]
 
**[[Removing Products and Categories]]
 
**[[Removing Products and Categories]]
−
**[[Configuring Products for Drop Shipping]]
+
 
−
**[[Customer Specific Stores, Catalogs, and Categories]]
+
==Using the Web-Site E-commerce Store(s) for Your Catalogs and Products==
−
**[[Digital Products]]
+
*[[Web-Site Online Stores for your Catalogs and Products]]
−
**[[Setting Up Taxes with Tax Authorities]]
+
**[[Using the Integrated Web-Site Store]]
−
**[[Setting Up County Sales Taxes]]
+
**[[Configuring and Publishing Your Web-Site Store]]
 +
**[[Your Customer's Online Shopping Experience]]
 +
***[[Customer Accounts at Your E-commerce Store]]
 +
***[[Shopping Cart Functionality]]
 +
***[[Check-out and Payment]]
 +
***[[Order Status, Order History, and Online Cancellation Option]]
 +
***[[Customer Notification Emails]]
 +
***[[Customer Returns]]
 +
 
 +
*[[Marketing Functionality in the Online Web-Site Store]]
 +
**[[Featured Products]]
 +
**[[Promotions and Discounting Rules]]
 +
**[[Cross Selling]]
 +
**[[Shopping Lists, Quick Add List, and Shopping Cart Persistence]]
 +
**[[Quotes and Requests]]
 +
**[[Surveys, Blogs, and Forums]]
 +
**[[Loyalty Points]]
 +
*[[Tracking Web-Site Statistics]]
 +
 
 +
*[[Using Other Web-Site Stores Like Magento]]
 +
**[[Opentaps Magento Integration]]
  
 
==Customers and Sales==
 
==Customers and Sales==

Revision as of 21:19, 9 April 2010

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

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

Retrieved from "https://docs.opentaps.org/docs/index.php?title=Opentaps_Users_Manual&oldid=5736"