Opentaps Users Manual

Introduction

• Documentation Notation

Setting Up Your Products

• Configuring Product Searches
• Removing Products and Categories

Customers and Sales

• Handling Emails
• Managing Partners
• Sales Teams
• Disabling Shipping to Customers
• Credit Limits
• Customer Returns
• Using USPS Bullk Mail

Managing Inventory

• Lot Level Inventory Tracking
• Managing Serialized Inventory
• Backup Warehouses
• Material Resources Planning
• Managing Third Party Inventory

Managing the Manufacturing Process

• Bill Of Material
• Outsourcing Manufacturing
• Reverse Assembly

Purchasing

• Automating Purchasing with Requirements
• Purchasing Supplies

Managing Finances and Accounting

• Transactions and Postings
• Time Periods
• Customers and Receivables
  • Receipts and Deposits
  • Third Party Billing
  • COD Statement
  • Cash Drawers
• Vendors and Payables
• Manufacturing Accounting
• Employees and Payroll
  • Configuring Payroll
• Configuring the General Ledger
• Ledger Transactions Reference
• Accounting Time Periods
• Budgets and Forecasts
• Standard Accounting Procedures
• Appendix: Accounting for Engineers

Analysis and Reporting

• Using JasperReports with opentaps
• Using Pentaho with opentaps
• Using BIRT with opentaps

Additional Setup and Configuration

• Basic Installation Instructions
• Configuring Your Applications
• Managing Emails
• Setting up httpd and opentaps with mod_jk
• Setting up Outlook and Mobile Phone Synchronization
• Setting up shipping keys
• Setting up credit card processing
• Setting up address validation
• Configuring VoIP Integration
• Miscellaneous Tips