Difference between revisions of "Opentaps Users Manual"

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(→‎Step-By-Step Configuration for Business Process Administrators (ADMINS))
 
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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]]
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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]]
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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]]
 +
**[[Your_Company At a Glance -- Dashboard]]
 +
**[[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]]
 
*[[Receivables Tab]]
 
**[[Managing Invoices and Payments|Invoices and Payments]]
 
**[[Managing Invoices and Payments|Invoices and Payments]]
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**[[COD Statement|Accounting for COD]]
 
**[[COD Statement|Accounting for COD]]
 
**[[Cash Drawers]]
 
**[[Cash Drawers]]
 +
**[[Payments Lockbox|Using a Payments Lockbox Service]]
 
**[[Customer Returns]]
 
**[[Customer Returns]]
 +
**[[Customer Agreements]]
 +
**[[Finance Charges]]
 
**[[AR Reports]]
 
**[[AR Reports]]
 
*[[Payables Tab]]
 
*[[Payables Tab]]
 
**[[Invoices and Payments]]
 
**[[Invoices and Payments]]
−
***[[Processing Sales Invoices]]
 
 
**[[Commissions]]
 
**[[Commissions]]
 
**[[AP Reports]]
 
**[[AP Reports]]
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**[[Reconciliation]]
 
**[[Reconciliation]]
 
**[[Exchange Rates]]
 
**[[Exchange Rates]]
−
**[[Recurring Invoices]]
+
**[[Recurring Invoices Screen|Recurring Invoices]]
 
**[[Adjust Inventory Values]]
 
**[[Adjust Inventory Values]]
 
*[[Reports Tab]]
 
*[[Reports Tab]]
 
**[[Accounting Reports]]
 
**[[Accounting Reports]]
 +
*** Also refer to [[Accounting Tags]]
 
**[[Financial Reports]]
 
**[[Financial Reports]]
 
**[[Budgeting Reports]]
 
**[[Budgeting Reports]]
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**[[Analysis]]
 
**[[Analysis]]
 
*[[Configure Tab]]
 
*[[Configure Tab]]
−
**[[Chart of Accounts]]
+
**[[Configuring_the_General_Ledger#Setting_up_the_Chart_of_Accounts|Chart of Accounts]]
 
**[[Configuring the General Ledger|Configure Ledger]]
 
**[[Configuring the General Ledger|Configure Ledger]]
−
**[[Payment Methods]]
+
**[[Create Payment Methods|Payment Methods]] and [[Payment Methods Screen]]
 
**[[Time Periods]]
 
**[[Time Periods]]
 
**[[Accounting Tags]]
 
**[[Accounting Tags]]
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**[[Standard_Accounting_Procedures]]
 
**[[Standard_Accounting_Procedures]]
 
**[[Encumbrances|Encumbrance Snapshots]]
 
**[[Encumbrances|Encumbrance Snapshots]]
 +
**[[Managing Fixed Assets]]
 
**[[Manufacturing Accounting]]
 
**[[Manufacturing Accounting]]
 
***[[Standard Costing]]
 
***[[Standard Costing]]
−
**[[Accounting_for_Engineers]]
+
**[[Introduction to Accounting Systems]]
 
**[[Importing Accounting Balances]]
 
**[[Importing Accounting Balances]]
  
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==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]]
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**[[About Multiple Stores]]
 
**[[About Multiple Stores]]
 
**[[Configuring Sales Tax]]
 
**[[Configuring Sales Tax]]
 +
 +
* 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==
 
==Using the Web-Site E-commerce Store(s) for Your Catalogs and Products==
 +
 
*[[Web-Site Online Stores for your Catalogs and Products]]
 
*[[Web-Site Online Stores for your Catalogs and Products]]
−
**[[Using the Integrated Web-Site Store]]
 
 
**[[Configuring and Publishing Your Web-Site Store]]
 
**[[Configuring and Publishing Your Web-Site Store]]
−
**[[Your Customer's Online Shopping Experience]]
+
***[[Browsing to the Web Store -- Configure the Mount Point]]
−
***[[Customer Accounts at Your E-commerce Store]]
+
***[[Localization for Language, and Taxation]]
−
***[[Shopping Cart Functionality]]
+
***[[Using Categories for Web-Site Store Presentation Control]]
−
***[[Check-out and Payment]]
+
 
 +
*[[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]]
 
***[[Order Status, Order History, and Online Cancellation Option]]
−
***[[Customer Notification Emails]]
+
****[[Customer Returns]]
−
***[[Customer Returns]]
+
****[[Customer Notification Emails]]
  
 
*[[Marketing Functionality in the Online Web-Site Store]]
 
*[[Marketing Functionality in the Online Web-Site Store]]
 
**[[Featured Products]]
 
**[[Featured Products]]
−
**[[Product Details Page]]
+
**[[Finding Products Via Catalogs or Searches]]
−
**[[Promotions and Discounting Rules]]
+
**[[Product Promotions|Promotions and Discounting Rules]]
 
**[[Cross Selling]]
 
**[[Cross Selling]]
 
**[[Shopping Lists, Quick Add List, and Shopping Cart Persistence]]
 
**[[Shopping Lists, Quick Add List, and Shopping Cart Persistence]]
 
**[[Quotes and Requests]]
 
**[[Quotes and Requests]]
−
**[[Surveys, Blogs, and Forums]]
+
**[[Reviews, Surveys, Blogs, and Forums]]
−
**[[Loyalty Points]]
 
−
*[[Tracking Web-Site Statistics]]
 
  
−
*[[Using Other Web-Site Stores Like Magento]]
+
*[[Tracking Your Web-Site Store Statistics]]
 +
*[[Customizing the Web Store or Using Other Stores Like Magento]]
 
**[[Opentaps Magento Integration]]
 
**[[Opentaps Magento Integration]]
  
−
==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]]

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

Retrieved from "https://docs.opentaps.org/docs/index.php?title=Opentaps_Users_Manual&oldid=7100"