Difference between revisions of "Opentaps Users Manual"

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(→‎Additional Setup and Configuration)
(→‎Step-By-Step Configuration for Business Process Administrators (ADMINS))
 
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__TOC__
 
__TOC__
  
−
==Introduction To opentaps Opensource ERP + CRM==
+
==Introduction To opentaps ERP + CRM==
 
*[[Business Management System Overview]]
 
*[[Business Management System Overview]]
 
**[[Moving Beyond Small Business Style]]
 
**[[Moving Beyond Small Business Style]]
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*[[Documentation Notation]]
 
*[[Documentation Notation]]
 
*[[Sections for Business Users, Administrators, and Technicians]]
 
*[[Sections for Business Users, Administrators, and Technicians]]
 +
*[[Installing opentaps for Production or for Evaluation]]
 +
**[[opentaps Installation Manual|opentaps Installation Manual for Technical Admins]]
 +
**[[Managing Your Configuration Files]]
 +
**[http://www.opentaps.org/docs/index.php/Internet_Security%2C_Certificates%2C_SSL#Configuring_Your_opentaps_Server_with_an_SSL_Certificate Configuring_Your_opentaps_Server_with_an_SSL_Certificate]
 
*[[Accessing Your opentaps Login Screen]]
 
*[[Accessing Your opentaps Login Screen]]
 
**[[Accessing Your opentaps Login Screen|The Login Screen]]
 
**[[Accessing Your opentaps Login Screen|The Login Screen]]
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==Step-By-Step Configuration for Business Process Administrators (ADMINS)==
 
==Step-By-Step Configuration for Business Process Administrators (ADMINS)==
 +
*[[How to Setup opentaps from Default Template]]
 
*[[Internet Security, Certificates, SSL]]
 
*[[Internet Security, Certificates, SSL]]
 
*[[Organizations and People]]
 
*[[Organizations and People]]
 
**[[About the Parties & Users Tab]]
 
**[[About the Parties & Users Tab]]
 
**[[Create Your Own Organization]]
 
**[[Create Your Own Organization]]
 +
***[[Create Your Company, Step-By-Step]]
 +
****[[Company Logo -- Using Your Own Company Logo]]
 
**[[Create Users and User Profiles]]
 
**[[Create Users and User Profiles]]
 
***[[Create A New User, Step-By-Step]]
 
***[[Create A New User, Step-By-Step]]
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**[[The System Administrator's User-names and Passwords]]
 
**[[The System Administrator's User-names and Passwords]]
 
**[[Localizing for Time Zone, Currency, Governmental Units, Etc]]
 
**[[Localizing for Time Zone, Currency, Governmental Units, Etc]]
 +
***[[Currency Configuration Overview]]
 
**[[Login Timeout Settings]]
 
**[[Login Timeout Settings]]
 
*[[Accounting, Ledger, Payment Methods, Time Periods, Taxation Entities, Initial Values]]
 
*[[Accounting, Ledger, Payment Methods, Time Periods, Taxation Entities, Initial Values]]
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***[[Configuring the General Ledger]]
 
***[[Configuring the General Ledger]]
 
***[[Time Periods]]
 
***[[Time Periods]]
 +
***[[Payment Methods]]
 
***[[Configuring Payroll]]
 
***[[Configuring Payroll]]
 
***[[Configuring Sales Tax]]
 
***[[Configuring Sales Tax]]
 
****[[Setting Up Taxes with Tax Authorities]]
 
****[[Setting Up Taxes with Tax Authorities]]
 
****[[Setting Up Taxes with Zip Code Mapping]]
 
****[[Setting Up Taxes with Zip Code Mapping]]
 +
****[[Value Added Taxes (VAT)]]
 
***[[Initial Values and Importing Accounting Balances]]
 
***[[Initial Values and Importing Accounting Balances]]
 
*[[Facilities Setup: Stores, Warehouses, Shipping]]
 
*[[Facilities Setup: Stores, Warehouses, Shipping]]
 
**[[Create New Facility]]
 
**[[Create New Facility]]
 
***[[Create New Facility#opentaps Store Setup|Store Setup]]
 
***[[Create New Facility#opentaps Store Setup|Store Setup]]
−
****[[Store General Properties Screen]]
+
****[[Working_with_the_Product_Store(s)]]
−
****[[Setting Up the Online Store|More Online Store Setup]]
+
****[[Configure the Store's Automated Emails for Customer Status Updating]]
 
***[[Create New Facility#Warehouse Setup|Warehouse Setup]]
 
***[[Create New Facility#Warehouse Setup|Warehouse Setup]]
 
***[[Backup Warehouses|Backup Warehouse Setup]]
 
***[[Backup Warehouses|Backup Warehouse Setup]]
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*[[Opentaps Address Validation Setup|Address Validation]]
 
*[[Opentaps Address Validation Setup|Address Validation]]
 
*[[Opentaps Users Manual#Additional Setup and Configuration|Additional Setup and Configuration Topics]]
 
*[[Opentaps Users Manual#Additional Setup and Configuration|Additional Setup and Configuration Topics]]
 +
*[[opentaps Performance Tuning Recommendations]]
  
 
==Using Customer Management Processing Power==
 
==Using Customer Management Processing Power==
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**[[The Accounts Tab]]
 
**[[The Accounts Tab]]
 
*[[Managing Customer Interactions]]
 
*[[Managing Customer Interactions]]
−
**[[My Home -- Using The Calender and Dashboards]]
+
**[[My Home -- Using the Calender and Dashboards]]
 
**[[The Cases Tab]]
 
**[[The Cases Tab]]
 
**[[The Activities Tab]]
 
**[[The Activities Tab]]
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***[[Processing Product Returns]]
 
***[[Processing Product Returns]]
 
***[[Credit Limits]]
 
***[[Credit Limits]]
−
***[[Disabling Shipping to Customers]]
+
***[[Disabling Shipping to Customers|Do Not Ship]]
 
**[[Working with Partners]]
 
**[[Working with Partners]]
 
**[[Sales Teams and Account Teams]]
 
**[[Sales Teams and Account Teams]]
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==Using Money Management Processing Power==
 
==Using Money Management Processing Power==
 
*[[What the Money Management Processses Do]]
 
*[[What the Money Management Processses Do]]
−
*[[Payables]]
+
**[[Your_Company At a Glance -- Dashboard]]
−
**[[Processing Sales Invoices]]
+
**[[The Accounting Organization Model, Divisions, Subsidiaries, and Roll-up]]
 +
***[[About Profit Centers and Cost Centers]]
 +
**[[Configuration_for_Accounting_Specialists_with_TECH_Help]]
 +
**[[Financials Reference Manual|Reference Manual for Financials Screens]]
 +
*[[Receivables Tab]]
 +
**[[Managing Invoices and Payments|Invoices and Payments]]
 +
**[[Billing Accounts]]
 +
**[[Third Party Billing]]
 +
**[[COD Statement|Accounting for COD]]
 +
**[[Cash Drawers]]
 +
**[[Payments Lockbox|Using a Payments Lockbox Service]]
 +
**[[Customer Returns]]
 +
**[[Customer Agreements]]
 +
**[[Finance Charges]]
 +
**[[AR Reports]]
 +
*[[Payables Tab]]
 +
**[[Invoices and Payments]]
 +
**[[Commissions]]
 +
**[[AP Reports]]
 +
*[[Employees Tab]]
 +
**[[Employees and Payroll|Paychecks]]
 +
**[[Configuring Payroll]]
 +
*[[Partners Tab]]
 +
**[[Partner Invoices]]
 +
**[[Partner Agreements]]
 +
*[[Ledger Tab]]
 +
**[[Transactions and Postings]]
 +
**[[Settlement]]
 +
**[[Reconciliation]]
 +
**[[Exchange Rates]]
 +
**[[Recurring Invoices Screen|Recurring Invoices]]
 +
**[[Adjust Inventory Values]]
 +
*[[Reports Tab]]
 +
**[[Accounting Reports]]
 +
*** Also refer to [[Accounting Tags]]
 +
**[[Financial Reports]]
 +
**[[Budgeting Reports]]
 +
**[[Inventory Reports]]
 +
**[[Tax Reports]]
 +
**[[Analysis]]
 +
*[[Configure Tab]]
 +
**[[Configuring_the_General_Ledger#Setting_up_the_Chart_of_Accounts|Chart of Accounts]]
 +
**[[Configuring the General Ledger|Configure Ledger]]
 +
**[[Create Payment Methods|Payment Methods]] and [[Payment Methods Screen]]
 +
**[[Time Periods]]
 +
**[[Accounting Tags]]
 +
* Accounting Related Topics
 +
**[[Ledger_Transactions_Reference]]
 +
**[[Standard_Accounting_Procedures]]
 +
**[[Encumbrances|Encumbrance Snapshots]]
 +
**[[Managing Fixed Assets]]
 +
**[[Manufacturing Accounting]]
 +
***[[Standard Costing]]
 +
**[[Introduction to Accounting Systems]]
 +
**[[Importing Accounting Balances]]
  
 
==The opentaps Vehicle for Teamwork and Coordination==
 
==The opentaps Vehicle for Teamwork and Coordination==
 
*[[What the Teamwork and Coordination Vehicle Does]]
 
*[[What the Teamwork and Coordination Vehicle Does]]
 +
**[[What_the_Teamwork_and_Coordination_Vehicle_Does#Why_opentaps_Emphasizes_Teamwork_Processes|Why_opentaps_Emphasizes_Teamwork_Processes]]
 +
*[[What_the_Teamwork_and_Coordination_Vehicle_Does#Using_opentaps_Teamwork_Processes|Using_opentaps_Teamwork_Processes]]
 +
**[[What_the_Teamwork_and_Coordination_Vehicle_Does#References_About_Empowering_Your_Teams|References_About_Empowering_Your_Teams]]
  
 
==Using Catalog Manager and Setting Up Your Products==
 
==Using Catalog Manager and Setting Up Your Products==
−
 
−
*[http://www.opentaps.org/docs/images/c/cd/Catalog_Manager.pdf Basic Catalog Manager Manual]
 
  
 
*[[Introduction to Catalog Manager Concepts and Terminology]]
 
*[[Introduction to Catalog Manager Concepts and Terminology]]
−
**[[Setting Up Your Products|The Catalog - Setting Up Products to Buy or to Sell]]
 
 
**[[Navigating in the Catalog Manager]]
 
**[[Navigating in the Catalog Manager]]
 +
**[[The Virtual Product Store(s), and the Catalogs]]
 +
**[[Create or Edit a Catalog]]
 +
***[[More About the Product Catalogs]]
 +
**[[Configuring E-Commerce Functional Components]]
 +
***[[Product Promotions]]
 +
***[[Pricing Rules]]
 +
***[[Subscriptions]]
 +
***[[Configuring Product Searches]]
 +
***[[Configure Shipping Methods]]
 +
***[[Other Components: The Thesaurus, The Reviews]]
  
 
*[[Working with Products in the Catalog]]
 
*[[Working with Products in the Catalog]]
 +
**[[Setting Up Your Products and Sales Materials]]
 +
***[[Using Product Information Sub-Tabs Step-By-Step]]
 
**[[Products with Features]]
 
**[[Products with Features]]
 
**[[Products Requiring Configuration]]
 
**[[Products Requiring Configuration]]
−
***[[Specifying Product Configuration Choices]]
+
***[[Step-By-Step Configurable Product Set-up]]
−
***[[Defining the Available Configurations]]
+
****[[Specifying_the_Base_Configurable_Product_and_Config_Items]]
−
**[[Products Sold or Bought in Sets]]
+
****[[Defining_The_Component_Products_and_Linking_to_Config_Choices]]
 +
****[[Adding_Config_Items_to_the_Base_Configurable_Product]]
 +
**[[Products Bought and Sold or Used in Different Units or Sets]]
 
**[[Services That Are Products]]
 
**[[Services That Are Products]]
 
**[[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]]
+
**[[Removing Products and Categories]]
−
**[[Setting Up Products for Accounting, and Payments]]
 
−
**[[Setting Up Product Price Data and Pricing Rules]]
 
−
***[[Special Pricing|Using Pricing Rules]]
 
−
**[[Setting Up Product in Product-Categories, and Product-Catalogs]]
 
  
 
*[[More About Working with Categories and Catalogs]]
 
*[[More About Working with Categories and Catalogs]]
 +
**[[Using Categories to Organize Marketing Presentation]]
 +
***[[Using_Categories_to_Organize_Marketing_Presentation#Introduction_to_Defining_a_Category_Step-By-Step|Defining a Category Step-By-Step]]
 +
***[[Using Category Sub-Tabs Step-By-Step]]
 +
**[[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]]
+
**[[Using Store Policy Tabs Step-By-Step]]
−
***[[The Special Categories - Root, Search, Etc.]]
+
***[[Specify_the_Promos_for_This_Store]]
−
***[[Configuring Product Searches|Using Search and the Thesaurus]]
+
**[[Gift Certificates]]
−
**[[Using Product Store Promotions]]
 
−
***[[Setting Up Promotion Rules for Store Orders]]
 
−
***[[Gift Certificates]]
 
 
**[[About Multiple Stores]]
 
**[[About Multiple Stores]]
−
**[[Setting Up Store Shipping]]
+
**[[Configuring Sales Tax]]
−
**[[Managing the Customer Reviews]]
+
 
 +
* The Archived Original Catalog Manager Follows - Info is not current
 +
**[http://www.opentaps.org/docs/images/c/cd/Catalog_Manager.pdf Basic Catalog Manager Manual]
 +
 
 +
==Using the Web-Site E-commerce Store(s) for Your Catalogs and Products==
 +
 
 +
*[[Web-Site Online Stores for your Catalogs and Products]]
 +
**[[Configuring and Publishing Your Web-Site Store]]
 +
***[[Browsing to the Web Store -- Configure the Mount Point]]
 +
***[[Localization for Language, and Taxation]]
 +
***[[Using Categories for Web-Site Store Presentation Control]]
 +
 
 +
*[[Your Customer's Online Shopping Experience]]
 +
***[[Web Store Layout and Page Navigation]]
 +
****[[Web Store Homepage Layout]]
 +
****[[Product Details Page Layout]]
 +
****[[Configurable Product Page Layout]]
 +
****[[Product with Various Feature Choices]]
 +
***[[Your Web Store Products, and Catalogs]]
 +
***[[Registration, Shopping Cart, Checkout, Status]]
 +
****[[Customer Registration or Anonymous Shoppers at Your E-commerce Store]]
 +
****[[Shopping Cart Functionality]]
 +
****[[Check-out, Shipping and Payment Methods]]
 +
****[[Configure_the_Store_Payment_Processing_Services]]
 +
***[[Order Status, Order History, and Online Cancellation Option]]
 +
****[[Customer Returns]]
 +
****[[Customer Notification Emails]]
  
−
*[[Setting Up the Online E-commerce Store(s)]]
+
*[[Marketing Functionality in the Online Web-Site Store]]
 +
**[[Featured Products]]
 +
**[[Finding Products Via Catalogs or Searches]]
 +
**[[Product Promotions|Promotions and Discounting Rules]]
 +
**[[Cross Selling]]
 +
**[[Shopping Lists, Quick Add List, and Shopping Cart Persistence]]
 +
**[[Quotes and Requests]]
 +
**[[Reviews, Surveys, Blogs, and Forums]]
  
−
*[[Other Catalog Manager Topics]]
+
*[[Tracking Your Web-Site Store Statistics]]
−
**[[Removing Products and Categories]]
+
*[[Customizing the Web Store or Using Other Stores Like Magento]]
−
**[[Configuring Products for Drop Shipping]]
+
**[[Opentaps Magento Integration]]
−
**[[Customer Specific Stores, Catalogs, and Categories]]
 
−
**[[Digital Products]]
 
−
**[[Setting Up Taxes with Tax Authorities]]
 
−
**[[Setting Up County Sales Taxes]]
 
  
−
==Customers and Sales==
+
==Selected Tips for End Users==
 +
===Customers and Sales===
 
*[[Handling Emails]]
 
*[[Handling Emails]]
 
*[[Managing Partners]]
 
*[[Managing Partners]]
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*[[Creating Surveys]]
 
*[[Creating Surveys]]
  
−
==Fulfilling Orders==
+
===Fulfilling Orders===
 
*[[Reserving Inventory for Orders]]
 
*[[Reserving Inventory for Orders]]
 
*[[Picklists]]
 
*[[Picklists]]
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*[[Fulfilling Orders for Services]]
 
*[[Fulfilling Orders for Services]]
  
−
==Managing Inventory==
+
===Managing Inventory===
 
*[[Lot Level Inventory Tracking]]
 
*[[Lot Level Inventory Tracking]]
 
**[[Tracing Inventory Usage]]
 
**[[Tracing Inventory Usage]]
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*[[Transfer Shipment]]
 
*[[Transfer Shipment]]
  
−
==Managing the Manufacturing Process==
+
===Managing the Manufacturing Process===
 
*[[Bill Of Material]]
 
*[[Bill Of Material]]
 
*[[Production Routings]]
 
*[[Production Routings]]
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*[[Reverse Assembly]]
 
*[[Reverse Assembly]]
  
−
==Purchasing==
+
===Purchasing===
 
*[[Setting Up Suppliers]]
 
*[[Setting Up Suppliers]]
 
*[[Automating Purchasing with Requirements]]
 
*[[Automating Purchasing with Requirements]]
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*[[Estimated Delivery Dates]]
 
*[[Estimated Delivery Dates]]
  
−
==Managing Finances and Accounting==
+
===Managing Finances and Accounting===
 
*[[Transactions and Postings]]
 
*[[Transactions and Postings]]
 
*[[Time Periods]]
 
*[[Time Periods]]
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*Appendix: [[Accounting for Engineers]]
 
*Appendix: [[Accounting for Engineers]]
  
−
==Analysis and Reporting==
+
===Analysis and Reporting===
 
*[[Using JasperReports with opentaps]]
 
*[[Using JasperReports with opentaps]]
 
** [[Tutorial_iReports | Tutorial on Using iReports]]
 
** [[Tutorial_iReports | Tutorial on Using iReports]]
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*[http://www.opensourcestrategies.com/ofbiz/ofbiz-birt.pdf Using BIRT with opentaps]
 
*[http://www.opensourcestrategies.com/ofbiz/ofbiz-birt.pdf Using BIRT with opentaps]
  
−
==Additional Setup and Configuration==
+
===Additional Setup and Configuration===
 
*[[Configuring opentaps|Archive Version - Configuring opentaps]]
 
*[[Configuring opentaps|Archive Version - Configuring opentaps]]
 
*[[Getting_Started_with_Technical_Configuration_for_TECHS#Setting_up_Your_Company|Using hot-deploy to Configure Your Company]]
 
*[[Getting_Started_with_Technical_Configuration_for_TECHS#Setting_up_Your_Company|Using hot-deploy to Configure Your Company]]
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*[[Using REGEX Validation Patterns]]
 
*[[Using REGEX Validation Patterns]]
  
−
==Standard Function Blocks==
+
===Standard Function Blocks===
 +
*[[Lookup widget|Using the Lookup Widget]]
 
*[[Find a Person or Organization with the Search Block]]
 
*[[Find a Person or Organization with the Search Block]]
 
*[[Calender widget|Using The Calender Widget]]
 
*[[Calender widget|Using The Calender Widget]]
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*[[Activity History]]
 
*[[Activity History]]
  
−
==Upgrading opentaps==
+
===Upgrading opentaps===
  
 
*[[Upgrading from opentaps 1.0 to opentaps 1.4]]
 
*[[Upgrading from opentaps 1.0 to opentaps 1.4]]
 +
**[[Simple Migration for Unmodified-opentaps Users]]
 +
**[[Upgrading for opentaps Users with Customized Code]]
 
*[[Upgrading from opentaps 0.9 to opentaps 1.0]]
 
*[[Upgrading from opentaps 0.9 to opentaps 1.0]]
 
*[[Upgrading from opentaps 0.8 to opentaps 0.9]]
 
*[[Upgrading from opentaps 0.8 to opentaps 0.9]]
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*[[Importing from NetSuite to opentaps]]
 
*[[Importing from NetSuite to opentaps]]
 
*[[Importing Data with Dataimport]] - This technical reference document describes how to develop custom import solutions.
 
*[[Importing Data with Dataimport]] - This technical reference document describes how to develop custom import solutions.
 +
 +
==List of the Figures in the User Manual==
 +
*[[List of Figures in the User Manual]]

Latest revision as of 15:28, 2 August 2011

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

Selected Tips for End Users

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

List of the Figures in the User Manual

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