Opentaps Users Manual

Setting Up Your Products

• Configuring Product Searches
• Removing Products and Categories

Customers and Sales

• Flagging Customers
• Customer Returns

Managing Inventory

• Lot Level Inventory Tracking
• Managing Serialized Inventory

Managing the Manufacturing Process

• Outsourcing Manufacturing
• Manufacturing Resources Planning

Purchasing

• Purchasing Supplies

Managing Finances and Accounting

• Customers and Receivables
  • Third Party Billing
  • COD Statement
  • Cash Drawers
• Vendors and Payables
• Employees and Payroll
  • Configuring Payroll
• Configuring the General Ledger
• Ledger Transactions Reference
• Budgets and Forecasts
• Standard Accounting Procedures

Analysis and Reporting

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

Additional Setup and Configuration

• Basic Installation Instructions
• Setting up Outlook and Mobile Phone Synchronization
• Setting up shipping keys
• Setting up credit card processing
• Setting up address validation
• Miscellaneous Tips