How to Setup opentaps from Default Template

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Revision as of 18:05, 27 July 2010 by Sichen (talk | contribs)
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Beginning with opentaps 1.5M1, a default template setup is provided for you to set up opentaps for your organization more quickly. This default template contains a company, a warehouse, and a product store which you can customize from the various admin user interfaces. You can also copy a general ledger setup from a template to your company.

If you've downloaded opentaps 1.5M1, follow the installation instructions to create a new database. Then, from the command line, run

$ ant run-install-extseed

This will install opentaps with the default template data.

If you're using Amazon EC2, see ___

Next, login to opentaps at http://opentaps-server/opentaps/, and go to the Party Admin (Parties and Users) application. Search for a party ID of "Company" and click on "Details" to view its detailed information. This "Company" party will be used to represent your organization. From this Details page, update the company's name and contact information. If your company uses any credit cards, you can also add or update them here.

Now go to the warehouse application by selecting it from the drop-down list or going to http://opentaps-server/warehouse. Select the "My Warehouse" warehouse and go to the Configure tab to change its settings, including its name and address.

Now go to the data import application by selecting it from the drop-down or going to http://opentaps-server/dataimport. Use the Data Import Main Screen to import your data from a spreadsheet, including your products.

Also from the Data Import Main Screen, you can copy over a default general ledger chart of accounts to your company.

Finally go to Financials > Configure and finish up configuring payment methods for your company. For example, you should set up your checking account(s) and company credit cards with GL accounts.

If you have imported customers with outstanding GL account balances or products with inventory values, you need to go to Financials > Ledger >> Unposted Transactions to post those accounting transactions.