Opentaps Users Manual

Introduction To opentaps ERP + CRM

• Business Management System Overview
  • Moving Beyond Small Business Style
  • The opentaps Business Operations Model
• Managing Your opentaps Implementation Project
• Documentation Notation
• Sections for Business Users, Administrators, and Technicians
• Installing opentaps for Production or for Evaluation
  • opentaps Installation Manual for Technical Admins
  • Managing Your Configuration Files
  • Configuring_Your_opentaps_Server_with_an_SSL_Certificate
• Accessing Your opentaps Login Screen
  • The Login Screen
  • The Main Navigation Screen
• Configuring opentaps for Your Business
  • Getting Started with Technical Configuration for TECHS
  • Introduction to Administrative Configuration for ADMINS
  • Introduction to opentaps Security Controls

Step-By-Step Configuration for Business Process Administrators (ADMINS)

• How to Setup opentaps from Default Template
• Internet Security, Certificates, SSL
• Organizations and People
  • About the Parties & Users Tab
  • Create Your Own Organization
    • Create Your Company, Step-By-Step
      • Company Logo -- Using Your Own Company Logo
  • Create Users and User Profiles
    • Create A New User, Step-By-Step
    • Managing Users: Disabling, Changing Security or Permissions
    • Security permissions for users
  • The System Administrator's User-names and Passwords
  • Localizing for Time Zone, Currency, Governmental Units, Etc
    • Currency Configuration Overview
  • Login Timeout Settings
• Accounting, Ledger, Payment Methods, Time Periods, Taxation Entities, Initial Values
  • Configuration Buttons for User-Administrators
  • Configuration for Accounting Specialists with TECH Help
    • Configuring the General Ledger
    • Time Periods
    • Payment Methods
    • Configuring Payroll
    • Configuring Sales Tax
      • Setting Up Taxes with Tax Authorities
      • Setting Up Taxes with Zip Code Mapping
    • Initial Values and Importing Accounting Balances
• Facilities Setup: Stores, Warehouses, Shipping
  • Create New Facility
    • Store Setup
      • Working_with_the_Product_Store(s)
      • Configure the Store's Automated Emails for Customer Status Updating
    • Warehouse Setup
    • Backup Warehouse Setup
      • Configure the Backup Warehouse
  • Automated Shipping Setup
• Setup for opentaps email Handling
  • Configuring Notification Emails
• Credit Card Processing
• Address Validation
• Additional Setup and Configuration Topics
• opentaps Performance Tuning Recommendations

Using Customer Management Processing Power

• What the Customer Management Processes Do
• Prerequisites for Users: IDs, Permissions, Navigation, Login
• Managing Leads, Contacts, and Accounts
  • The Leads Tab
  • The Contacts Tab
  • The Accounts Tab
• Managing Customer Interactions
  • My Home -- Using the Calender and Dashboards
  • The Cases Tab
  • The Activities Tab
  • Using The Notes Functionality
• Managing Business Projections
  • The Opportunities Tab
  • The Forecasts Tab
  • Marketing Applications
• Managing Sales
  • The Quotes Tab
  • The Orders Tab
    • Introduction To The View Order Screen
    • Creating New Orders
    • Accessing Your Orders
    • Edit or Cancel an Order
      • Shipping an Order to Multiple Destinations
      • Invoicing for Services Performed
    • Processing Product Returns
    • Credit Limits
    • Disabling Shipping to Customers
  • Working with Partners
  • Sales Teams and Account Teams
    • Creating New Team Members
    • Create A Sales Team
    • View Team Screen
    • Assign An Account Team

Using Fulfillment Processing Power

• What the Fulfillment Management Processes Do
• Procurement Processes
  • Requirements
    • Automating Requirements
  • Planning Tab and MRP
    • Step By Step: Running MRP
  • Step By Step: Using the Inventory Requirements
  • Suppliers Tab
  • Purchasing (Orders Tab)
    • Estimated Delivery Dates
    • Purchasing Supplies
• Inventory Processes
  • Inventory Tab
    • Current Inventory
    • Reservations Functionality
    • Back Orders Functionality
    • Receiving Inventory
    • Moving/Changing Inventory
    • Tracking Inventory
  • Inventory Locations
  • Inventory Valuation
• Shipping Tab Processes
  • Introduction to Using Picklists
    • Picklists Step-by-Step
  • Packing the Orders
  • Managing Shipments
    • Using Automated Scheduling
  • Fulfilling Drop-Shipped Orders
  • Fulfilling Orders for Services
• Warehouses Organization
  • Create a New Warehouse
  • Create a Backup Warehouse
  • View Warehouse
  • Locations in the Warehouse
  • Third Party Inventory/Warehouses
  • Team Members

Using Production Management Processing Power

• What the Production Management Processes Do
  • Example Manufacturing Scenario with User Guide Links
  • Manufacturing Model WorkEffort Reference Info
• Product Manufacturing Structures
  • Locating the Manufacturing Functions
  • Types of Products and Terminology
    • Physical, Virtual, Variant, Configurable, Subassemblies
    • Services, Digital, Fixed Asset(Rental)
    • Features, Options
  • Documentation Items and How They Are Related
    • Bill Of Material
    • Routing Tasks
    • Production Routings
    • Production Runs
• Managing and Executing Production Runs
  • Outsourcing Manufacturing
  • Reverse Assembly
• Managing Fixed Assets
• Manufacturing Accounting
• A Step-By-Step Manufacturing Example -- A Configurable Product Run

Using Money Management Processing Power

• 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
  • Reference Manual for Financials Screens
• Receivables Tab
  • Invoices and Payments
  • Billing Accounts
  • Third Party Billing
  • Accounting for COD
  • Cash Drawers
  • Customer Returns
  • Customer Agreements
  • Finance Charges
  • AR Reports
• Payables Tab
  • Invoices and Payments
  • Commissions
  • AP Reports
• Employees Tab
  • Paychecks
  • Configuring Payroll
• Partners Tab
  • Partner Invoices
  • Partner Agreements
• Ledger Tab
  • Transactions and Postings
  • Settlement
  • Reconciliation
  • Exchange Rates
  • 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
  • Chart of Accounts
  • Configure Ledger
  • Payment Methods and Payment Methods Screen
  • Time Periods
  • Accounting Tags
• Accounting Related Topics
  • Ledger_Transactions_Reference
  • Standard_Accounting_Procedures
  • Encumbrance Snapshots
  • Managing Fixed Assets
  • Manufacturing Accounting
    • Standard Costing
  • Introduction to Accounting Systems
  • Importing Accounting Balances

The opentaps Vehicle for Teamwork and Coordination

• What the Teamwork and Coordination Vehicle Does
  • Why_opentaps_Emphasizes_Teamwork_Processes
• Using_opentaps_Teamwork_Processes
  • References_About_Empowering_Your_Teams

Using Catalog Manager and Setting Up Your Products

• Introduction to Catalog Manager Concepts and Terminology
  • 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
  • Setting Up Your Products and Sales Materials
    • Using Product Information Sub-Tabs Step-By-Step
  • Products with Features
  • Products Requiring Configuration
    • Step-By-Step Configurable Product Set-up
      • Specifying_the_Base_Configurable_Product_and_Config_Items
      • 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
  • Digital Products without Inventory
    • Tech Administrator Notes on Digital Fulfillment
  • Removing Products and Categories

• More About Working with Categories and Catalogs
  • Using Categories to Organize Marketing Presentation
    • 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
    • Using Search and the Thesaurus
  • Customer Specific Stores, Catalogs, and Categories

• Working with the Product Store(s)
  • Basics of Configuring the Product Store
  • Using Store Policy Tabs Step-By-Step
    • Specify_the_Promos_for_This_Store
  • Gift Certificates
  • About Multiple Stores
  • Configuring Sales Tax

• The Archived Original Catalog Manager Follows - Info is not current
  • 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

• Marketing Functionality in the Online Web-Site Store
  • Featured Products
  • Finding Products Via Catalogs or Searches
  • Promotions and Discounting Rules
  • Cross Selling
  • Shopping Lists, Quick Add List, and Shopping Cart Persistence
  • Quotes and Requests
  • Reviews, Surveys, Blogs, and Forums

• Tracking Your Web-Site Store Statistics
• Customizing the Web Store or Using Other Stores Like Magento
  • Opentaps Magento Integration

Selected Tips for End Users

Customers and Sales

• Handling Emails
• Managing Partners
• Sales Teams and Account Teams
  • Create A Sales Team
  • Assign An Account Team
  • Creating New Team Members
• Disabling Shipping to Customers
• Payment Terms and Credit Limits
• Customer Returns
• Using USPS Bulk Mail
• Managing Orders
• Merging Duplicate Customers
• Creating Surveys

Fulfilling Orders

• Reserving Inventory for Orders
• Picklists
• Stock Move
• Orders with Drop-Shipped Items
• Fulfilling Orders for Services

Managing Inventory

• Lot Level Inventory Tracking
  • Tracing Inventory Usage
• Managing Serialized Inventory
• Backup Warehouses
• Material Resources Planning
• Managing Third Party Inventory
• Transfer Shipment

Managing the Manufacturing Process

• Bill Of Material
• Production Routings
• Outsourcing Manufacturing
• Reverse Assembly

Purchasing

• Setting Up Suppliers
• Automating Purchasing with Requirements
• Purchasing Supplies
• Estimated Delivery Dates

Managing Finances and Accounting

• Transactions and Postings
• Time Periods
• Accounting Tags
• Encumbrances
• Receivables and Payables
  • Managing Invoices and Payments
  • Billing Accounts
  • Receipts and Deposits
  • Third Party Billing
  • COD Statement
  • Cash Drawers
  • Payments Lockbox
• Manufacturing Accounting
  • Standard Costing
• Employees and Payroll
  • Configuring Payroll
• Work Effort and Time Sheets
• Configuring the General Ledger
• Ledger Transactions Reference
• Standard Accounting Procedures
• Importing Accounting Balances
• Appendix: Accounting for Engineers

Analysis and Reporting

• Using JasperReports with opentaps
  • Tutorial on Using iReports
• Using Pentaho with opentaps
• Using BIRT with opentaps

Additional Setup and Configuration

• Archive Version - Configuring opentaps
• Using hot-deploy to Configure Your Company
• Managing Scheduled Jobs
• Installing opentaps on JBoss
• Configuring Notification eMails
• Managing Emails
• Setting up httpd and opentaps with mod_jk
• Setting up Outlook and Mobile Phone Synchronization
• Setting up Shipping
• Setting up credit card processing
• Setting up address validation
• Configuring VoIP Integration
• Configuring Single Sign On
• Keyboard Shortcuts
• Miscellaneous Tips
• Using REGEX Validation Patterns

Standard Function Blocks

• Using the Lookup Widget
• Find a Person or Organization with the Search Block
• Using The Calender Widget
• Merging Duplicates in CRMSFA
• Contacts Information Block
• Using The Notes Functionality
• Bookmarks and Files Block
• Pending Activities
• Activity History

Upgrading opentaps

• 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 0.8 to opentaps 0.9
• Upgrading from ofbiz 3.x to opentaps 0.8

Importing Your Data

• General Instructions
• Importing from NetSuite to opentaps
• 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