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Jump to navigationJump to search- 00:29, 20 March 2015 CRM-2 Social API (hist) [3,246 bytes] Sichen (talk | contribs) (New page: The social API allows you to record social interactions of your customers, such as views, likes (faves), votes for and against, and comments. They can be related to other activities or to...)
- 22:57, 19 November 2014 CRM-2 Security Model (hist) [1,606 bytes] Sichen (talk | contribs) (New page: ===How opentaps CRM2 Security Works=== A Contact may have many User logins, but the Contact (not each of its Users) has security settings for to each domain. This is an important differen...)
- 22:03, 6 October 2014 CRM-2 Tags API (hist) [3,887 bytes] Sichen (talk | contribs) (New page: ==== Tags ==== A tag can store the following data: * tagId - unique identifier * tag name - descriptive text of the tag * an optional URL link which can be used to link to an outside syst...)
- 23:29, 2 June 2014 Administer CRM2 (hist) [1,201 bytes] Sichen (talk | contribs) (New page: For every domain in opentaps CRM2, there is an administrator with special permissions to administer the users and emails. When this administrator logs in, there will be a small cog in the...)
- 15:55, 30 April 2014 Opentaps Analytics Click Stream Analysis (hist) [1,658 bytes] Sichen (talk | contribs) (New page: You can load your click stream data, or the actual pages visited by each visitor on your site, into opentaps Analytics and integrate it with the sales data analysis. To load your click st...)
- 23:39, 3 April 2014 Opentaps Analytics Ranking Product Categories (hist) [4,849 bytes] Sichen (talk | contribs) (New page: With your sale data, opentaps Analytics can help you rank your product categories, so your customers can see the most best sellers first. But what is a best seller? opentaps Analytics ta...)
- 15:07, 1 October 2013 Tour of CRM2 (hist) [1,363 bytes] Sichen (talk | contribs) (New page: === Working Together === Work means working together. Emails, notes, communications between your team and your customers go back and forth endlessly each day. CRM2 captures all those co...)
- 18:06, 14 August 2013 Set up CRM2 (hist) [4,397 bytes] Sichen (talk | contribs) (New page: This shows you how to set up opentaps CRM2 The first step is to request an account with an API key by [http://www.opentaps.org/Contact contacting us]. Once you have received your permane...)
- 14:56, 19 April 2013 CRM-2 Activities API (hist) [3,398 bytes] Oandreyev (talk | contribs) (New page: == Activities API allows to perform operations on activities. == The API calls should be prefixed with URL <tt>http://crm-2-url/activities</tt>. Available operations are: === GET: Retri...)
- 08:30, 3 April 2013 CRM-2 Contacts API (hist) [5,511 bytes] Jwickers (talk | contribs) (New page: Contacts API is used to create and retreive contacts. The API calls follow the general RESTful pattern of CRM-2 API. The base URL is <tt>http://crm-2-url/crm2/contact</tt> , only POS...)
- 21:55, 28 March 2013 CRM-2 Administrative API (hist) [4,884 bytes] Sichen (talk | contribs) (New page: Administrative API is used to manage your domain. The API calls follow the general RESTful pattern of CRM-2 API. The base URL is <tt>http://crm-2-url/admin/</tt> Here are the additi...)
- 21:46, 28 March 2013 CRM-2 API (hist) [1,433 bytes] Sichen (talk | contribs) (New page: CRM-2 API is accessed via RESTful services using your authorization token key. All access to CRM-2 API follow this common pattern: * URL: RESTful URL of the CRM-2 resource * operation: ...)
- 09:22, 30 July 2012 Migrate notes from MySQL database (hist) [1,032 bytes] Oandreyev (talk | contribs) (New page: == Migrate notes from MySQL database == Opentaps2 build produces special command-line utility notesconv.jar that can be found in modules/notes/notesconv/target. You can transfer your note...)
- 09:21, 30 July 2012 MongoDB NoSQL Database Tips (hist) [37 bytes] Oandreyev (talk | contribs) (New page: Migrate notes from MySQL database)
- 09:19, 30 July 2012 Migrate Notes from MySQL database (hist) [1,033 bytes] Oandreyev (talk | contribs) (New page: == Migrate notes from MySQL database === Opentaps2 build produces special command-line utility notesconv.jar that can be found in modules/notes/notesconv/target. You can transfer your not...)
- 00:15, 27 June 2012 Implementing Java Persistence with MongoDB and NoSQL Databases (hist) [10,125 bytes] Sichen (talk | contribs) (New page: == Why NoSQL Databases? == "Wow, opentaps Notes is such a useful application! If only I can use it to take notes on my " * Customers? * Suppliers? * Orders? * Quotes? * Products? ...)
- 21:05, 30 March 2012 Android tips (hist) [506 bytes] Sichen (talk | contribs) (New page: Exception in thread "Installing Archives" org.eclipse.swt.SWTException: Widget is disposed Eclipse must be running at the same time you're installing Android packages, even if you're usi...)
- 17:03, 23 March 2012 Opentaps 2 User Interface Principles (hist) [2,149 bytes] Sichen (talk | contribs) (New page: With opentaps 2 Notes, our first application using the opentaps 2 framework, you can already see some of the important changes to the user interface to make it easier to use, faster an...)
- 00:30, 8 March 2012 OSGi Odds and Ends (hist) [141 bytes] Sichen (talk | contribs) (New page: === Strange Error Messages === '''The default package '.' is not permitted by the Import-Package syntax. ''' An mvn clean install fixed it.)
- 19:31, 6 March 2012 How to Customize and Extend opentaps 2 with your own OSGi Bundle (hist) [16,730 bytes] Sichen (talk | contribs) (New page: Ok, you've been patient and reading through all the other tutorials. But at some point, you've probably wondered -- what's the big idea here? Let me show you '''now'''. The most importa...)
- 19:13, 6 March 2012 How to Get Rid of an OSGi Bundle (hist) [224 bytes] Sichen (talk | contribs) (New page: Getting rid of an OSGi Bundle you don't need any more is very easy: #. Move the files that you still need to another bundle #. Modify the pom.xml and remove references to the bundle #. ...)
- 11:05, 3 March 2012 Making a Persistent Class with openJPA and OSGi (hist) [6,628 bytes] Sichen (talk | contribs) (New page: As I'm working with the Notes application, I decide to make the Note.java in the notes/domain module persistent, so we don't have to have a separate NoteData.java class in notes/impl/repos...)
- 17:41, 1 March 2012 Implementing Domain Driven Architecture with OSGi (hist) [830 bytes] Sichen (talk | contribs) (New page: Domain classes are the '''nouns''': a Person, a Product, an Order. Services are '''verbs''': CreateOrder, UpdateProduct. They create or modify the domain classes. Services should be use...)
- 22:02, 24 February 2012 How to Create a new OSGi Bundle (hist) [15,014 bytes] Sichen (talk | contribs) (New page: While writing Customizing opentaps 2: an OSGi Tutorial, I realized that one of the Java classes was in the wrong place. <tt>Note.java</tt>, which is the object representation of a not...)
- 00:06, 24 February 2012 Customizing opentaps 2: an OSGi Tutorial (hist) [6,601 bytes] Sichen (talk | contribs) (New page: In this tutorial, I will take you through the steps to customizing the opentaps 2 Notes application and show you how to work with the OSGi framework. Right now our notes application i...)
- 20:03, 9 February 2012 Opentaps 2 i18n (hist) [2,184 bytes] Oandreyev (talk | contribs) (New page: == Internationalization == Adding string resources in the national languages can be implemented in the same way as in the most of Java programs. Strings in the properties file should be s...)
- 14:50, 30 January 2012 Opentaps 2 Service Validation (hist) [2,964 bytes] Jwickers (talk | contribs) (New page: There are currently two level of validations, one at the service level which validates the parameters given, and one at the persistence level. == General Concept == Validation at those l...)
- 01:27, 26 January 2012 Opentaps 2 Automated Testing (hist) [5,110 bytes] Sichen (talk | contribs) (New page: == opentaps 2 Automated Testing == opentaps 2 supports both unit and automated testing.)
- 01:03, 26 January 2012 Opentaps 2 Logging Service (hist) [985 bytes] Sichen (talk | contribs) (New page: == opentaps 2 Logging Service == Logging in opentaps 2 is handled by log4j. The <tt>org.opentaps.core.log.Log</tt> has methods to log messages with OSGi standardized <tt>LogService</tt> ...)
- 21:59, 20 January 2012 Setting up Eclipse IDE for opentaps 2 (hist) [3,008 bytes] Sichen (talk | contribs) (New page: If you use Eclipse IDE, here are some instructions on how to set up Eclipse for opentaps 2 development. == Maven == Go to Help menu, select Install New Software, and install Maven Integr...)
- 01:36, 6 January 2012 Opentaps 2 Framework Technologies (hist) [261 bytes] Sichen (talk | contribs) (New page: The key technologies of opentaps 2 are: * OSGi - the new standard for building and reusing Java modules * Apache Geronimo 3 - application server with native OSGi support * Maven - manages...)
- 23:34, 5 January 2012 Opentaps 2 Notes (hist) [5,666 bytes] Sichen (talk | contribs) (New page: opentaps 2 Notes __TOC__ ==What It Does== This is a very simple yet useful application to demonstrate the concepts and technologies behind opentaps 2. On the server side, there will be...)
- 22:47, 5 January 2012 Opentaps 2 (hist) [6,420 bytes] Sichen (talk | contribs) (New page: * Opentaps 2.0 Planning * ERP Modules with GWT and Domain Driven Architecture) originally created as "Opentaps 2 0"
- 15:30, 2 August 2011 Value Added Taxes VAT (hist) [317 bytes] Sichen (talk | contribs) (New page: Support for Value Added Taxes (VAT) such as those used in Europe and Latin America is provided by the [http://shop.opentaps.org/index.php/vat-module-by-integratingweb.html opentaps VAT Mod...) originally created as "Value Added Taxes (VAT)"
- 18:14, 15 April 2011 Opentaps Analytics Fortune Cookies (hist) [1,073 bytes] Sichen (talk | contribs) (New page: These will add a little fun to the UI: * Know yourself and your opponent, and you will always be victorious. - Sun Tzu * When presented with gold, a sword, and a mirror, the wise man cho...)
- 18:08, 15 April 2011 Opentaps Analytics (hist) [759 bytes] Sichen (talk | contribs) (New page: ''Q: How do I run my business better?'' '''A: Understand it better.''' Opentaps Analytics is a web-based system to help you understand your business results, so you can make better decis...)
- 15:57, 8 April 2011 Opentaps Analytics Data Loader (hist) [12,869 bytes] Sichen (talk | contribs) (New page: __TOC__ == API == === Examples === === Data Model Reference ===)
- 22:35, 21 February 2011 The opentaps Way of Coding (hist) [3,642 bytes] Sichen (talk | contribs) (New page: __TOC__ ==Why the opentaps Way of Coding== Writing code is easy. Maintaining that code through its entire lifecycle is much, much more complicated. We are always thinking of how to c...)
- 19:16, 7 February 2011 Customizing opentaps Applications (hist) [8,233 bytes] Sichen (talk | contribs) (New page: Frequently you will need to customize opentaps applications, such as change the tabs or shortcuts at the top or add new screens. Beginning with opentaps 1.5, you can make these changes wi...)
- 20:38, 6 January 2011 Opentaps Funambol Integration (hist) [317 bytes] Sichen (talk | contribs) (New page: Beginning with opentaps 1.5M3, the opentaps Funambol is now in a separate module. To use it, please check it out to your <tt>hot-deploy</tt> sub-directory: svn co svn://svn.opentaps.org/...)
- 23:37, 21 December 2010 Opentaps 1.4 to 1.5 Technical Upgrade Notes (hist) [4,890 bytes] Sichen (talk | contribs) (New page: This page describes technical differences between opentaps 1.4 and 1.5. You should read it if you are upgrading or migrating code developed for opentaps 1.4 to opentaps 1.5 ===Entity Eng...)
- 00:57, 21 December 2010 Using Memcache with opentaps (hist) [3,011 bytes] Spark (talk | contribs) (New page: opentaps can be integrated with the [http://memcached.org/ Memcached] to use memcached in opentaps. This short tutorial teaches you how to configure the Memcached integration. == Start t...)
- 20:36, 8 September 2010 Creating Editable Invoices (hist) [979 bytes] Claudefeistel2 (talk | contribs) (New page: The Invoices can be created in editable state or they can be created as "Ready" and posted to the Ledger (thus it is no longer editable.) If you want invoices to remain editable rather th...)
- 20:54, 7 September 2010 Partner Agreements (hist) [586 bytes] Claudefeistel2 (talk | contribs) (New page: ==Partner Agreements== There are two kinds (or parts) of the Partner Agreements which are discussed in this introduction, [http://www.opentaps.org/docs/index.php/Working_with_Partners#T...)
- 20:38, 7 September 2010 Partner Invoices (hist) [300 bytes] Claudefeistel2 (talk | contribs) (New page: ==About Partner Invoices== ===Assisting Your Partners with Their Customer Invoices=== ('''opentaps can be used to assist your Partners by creating the Invoices from Your Partners to their...)
- 20:23, 7 September 2010 Tax Reports (hist) [83 bytes] Claudefeistel2 (talk | contribs) (New page: ==Tax Reports== No data (Refresh Data) * Tax Summary Report * Sales Tax Statement)
- 20:17, 7 September 2010 Inventory Reports (hist) [245 bytes] Claudefeistel2 (talk | contribs) (New page: ==Inventory Reports== * Inventory Valuation Report -- Inventory Valuation Report * Inventory Value Detail Report -- Inventory Value Detail Report * Sales, Inventory, Profitability...)
- 20:12, 7 September 2010 Budgeting Reports (hist) [248 bytes] Claudefeistel2 (talk | contribs) (New page: ==Budgeting Reports== Data as of 9/7/10 00:00:59 (Refresh Data) * Budget Versus Actual Expenses by GL Account Type * Budget versus Actual Expenses Details * Budget versus Actual Expense...)
- 20:04, 7 September 2010 Accounting Reports (hist) [222 bytes] Claudefeistel2 (talk | contribs) (New page: ==Accounting Reports== * Posted Balances by GL Account -- Posted Balances by Account Screen * Transaction Summary -- Transaction Summary Screen * Account Activities Detail -- [[GL...)
- 19:51, 7 September 2010 Financial Reports (hist) [410 bytes] Claudefeistel2 (talk | contribs) (New page: ==Financial Reports== * Trial Balance -- Trial Balance Screen * Income Statement -- Income Statement Screen * Comparative Income Statement -- Comparative Income Statement * Ba...)
- 18:34, 5 September 2010 Payment Methods (hist) [5,097 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction to Payment Methods== ==Creating Payment Methods for the Internal Organization== ===Configuring Organization Unit Payment Methods=== ===Using Payment Methods=== ==Configu...)
- 15:00, 1 September 2010 Calendar widget (hist) [1,729 bytes] Claudefeistel2 (talk | contribs) (New page: ===The Calender widget=== The Calender widget is used on many forms pages for entry of an accurate date that is required in processing the specific form. ====To Access Calender widget=...)
- 21:31, 31 August 2010 Managing Fixed Assets (hist) [509 bytes] Claudefeistel2 (talk | contribs) (New page: ===Using Fixed Assets Management=== To access the Fixed Assets management screens, proceed as follows from the Main Navigation screen (flash page): Click: [Catalog Manager] Icon > ...)
- 21:18, 31 August 2010 Configure Tab (hist) [86 bytes] Claudefeistel2 (talk | contribs) (New page: Financials Configuration Screens)
- 21:15, 31 August 2010 Reports Tab (hist) [74 bytes] Claudefeistel2 (talk | contribs) (New page: Financials Reports Screens)
- 21:13, 31 August 2010 Ledger Tab (hist) [72 bytes] Claudefeistel2 (talk | contribs) (New page: Financials Ledger Screens)
- 21:09, 31 August 2010 Exchange Rates (hist) [26 bytes] Claudefeistel2 (talk | contribs) (New page: Exchange Rates Screen)
- 21:07, 31 August 2010 Reconciliation (hist) [39 bytes] Claudefeistel2 (talk | contribs) (New page: Select Account to Reconcile Screen)
- 21:06, 31 August 2010 Settlement (hist) [27 bytes] Claudefeistel2 (talk | contribs) (New page: Settle Payments Screen)
- 21:03, 31 August 2010 Partners Tab (hist) [103 bytes] Claudefeistel2 (talk | contribs) (New page: Working with Partners Financials Partner Screens)
- 20:59, 31 August 2010 Employees Tab (hist) [53 bytes] Claudefeistel2 (talk | contribs) (New page: Create Paycheck Screen Find Paycheck Screen)
- 20:53, 31 August 2010 Payables Tab (hist) [91 bytes] Claudefeistel2 (talk | contribs) (New page: Payables Main Screen Payables Screens)
- 20:50, 31 August 2010 AP Reports (hist) [165 bytes] Claudefeistel2 (talk | contribs) (New page: Balances by Vendor Screen Vendor Statement Screen Accounts Payables Aging Screen Payables Average DSO Report Screen Commission Report Screen)
- 20:45, 31 August 2010 Commissions (hist) [182 bytes] Claudefeistel2 (talk | contribs) (New page: Create Commission Agreement Screen Find Commission Agreements Screen Create Commission Invoice Screen Commission Balances Screen Commissions Statement Screen)
- 20:39, 31 August 2010 Invoices and Payments (hist) [324 bytes] Claudefeistel2 (talk | contribs) (New page: === Vendor Invoices === Create Vendor Invoice Screen Create Credit Memo Screen Find Vendor Invoices Screen Find Credit Memos Screen === Payments === [[Make a Payment S...)
- 20:27, 31 August 2010 Finance Charges (hist) [207 bytes] Claudefeistel2 (talk | contribs) (New page: Find Finance Charges Screen)
- 20:20, 31 August 2010 Customer Agreements (hist) [776 bytes] Claudefeistel2 (talk | contribs) (New page: Create Customer Agreement Screen Find Customer Agreements Screen)
- 20:11, 31 August 2010 AR Reports (hist) [181 bytes] Claudefeistel2 (talk | contribs) (New page: Balances by Customer Screen Customer Statement Screen Customer Statement Screen Receivables Average DSO Report Screen Credit Card Settlements Report Screen)
- 19:35, 31 August 2010 Receivables Tab (hist) [2,048 bytes] Claudefeistel2 (talk | contribs) (New page: Receivables Main Screen)
- 15:19, 31 August 2010 Your Company At a Glance -- Dashboard (hist) [1,496 bytes] Claudefeistel2 (talk | contribs) (New page: In the modern practice of business operations, real-time status has become a powerful tool for the dynamic business owners who need updates any time and anywhere. [[image:Financials_Dash...)
- 14:37, 31 August 2010 About Profit Centers and Cost Centers (hist) [2,060 bytes] Claudefeistel2 (talk | contribs) (New page: Many companies use cost centers to focus on individual organizations that contribute directly to operating costs, but which contribute only indirectly to company revenue or profit. Example...)
- 14:20, 31 August 2010 The Accounting Organization Model, Divisions, Subsidiaries, and Roll-up (hist) [1,429 bytes] Claudefeistel2 (talk | contribs) (New page: In '''opentaps''' accounting the organization implied by the system is a company with one roll-up to a top level unit where costs and profits can be reported. Thus, general ledger accounts...)
- 16:59, 30 August 2010 Currency Configuration Overview (hist) [1,081 bytes] Claudefeistel2 (talk | contribs) (New page: ==Currency options in opentaps== Currency options in '''opentaps''' are found in several places that provide a lot of flexibility for the way you conduct business. The following is a summ...)
- 17:51, 25 August 2010 Custom Fields (hist) [979 bytes] Sichen (talk | contribs) (New page: Beginning with opentaps 1.5, CRM accounts, leads, and contacts can now have custom fields associated with them. Custom fields can be any arbitrary field and value pair. There are no forei...)
- 16:00, 9 August 2010 Check-out, Shipping and Payment Methods (hist) [3,593 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction to Checkout Processing== The Web Store Checkout processing steps parallel the processing of Customer Orders in CRM/SFA, and the setup required for both of them is the same....)
- 15:48, 4 August 2010 Product with Various Feature Choices (hist) [2,684 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction== '''opentaps''' makes careful use of terms about products, and features, and makes careful use of terms that refer to real items in inventory versus templates or models of ...)
- 20:37, 2 August 2010 Order Status, Order History, and Online Cancellation Option (hist) [1,170 bytes] Claudefeistel2 (talk | contribs) (New page: Information about Web Store orders is available via the [Order History] button on the header line of the Web Store pages. The Customer can see the orders they have entered via the Web Sto...)
- 19:40, 2 August 2010 Reviews, Surveys, Blogs, and Forums (hist) [948 bytes] Claudefeistel2 (talk | contribs) (New page: The following listed Demo Web Store features are supported via the '''ofbiz''' Content Manager Application, and are not fully supported in this current release 1.4.1 of '''opentaps'''. Th...)
- 19:27, 2 August 2010 Quotes and Requests (hist) [480 bytes] Claudefeistel2 (talk | contribs) (New page: The following two buttons on the Shopping Cart page are not supported in the current 1.4.1 release of '''opentaps''', but support may be added in the future. * [Create a Request for Quot...)
- 21:24, 30 July 2010 Shopping Lists, Quick Add List, and Shopping Cart Persistence (hist) [5,552 bytes] Claudefeistel2 (talk | contribs) (New page: ==More Shopping Facilities== ===Shopping Lists=== ===Quick Add List=== ===Shopping Cart Persistence=== Shopping_Cart_Functionality#About_Shopping_Cart_Persistence)
- 21:05, 30 July 2010 Cross Selling (hist) [1,038 bytes] Claudefeistel2 (talk | contribs) (New page: '''opentaps''' offers a Cross Selling feature that appears on the Shopping Cart screen in the box called "You Might Also (sic) Interested". This box will suggest, in a short list, some ra...)
- 21:00, 29 July 2010 Configuring the Payment Gateways (hist) [145 bytes] Claudefeistel2 (talk | contribs) (New page: For the User Manual section that addresses setup of payment gateway systems, please refer to Configure the Store Payment Processing Services.)
- 15:32, 29 July 2010 Shopping Cart Functionality (hist) [6,768 bytes] Claudefeistel2 (talk | contribs) (New page: ====Shopping Cart and Persistence==== '''opentaps''' provides each active Customer a Shopping Cart, and does preserve the Shopping Cart between Registered-Customer sessions if there is no...)
- 15:29, 29 July 2010 Registration, Shopping Cart, Checkout, Status (hist) [1,833 bytes] Claudefeistel2 (talk | contribs) (New page: ===Introduction=== In this section of the User Manual we will discuss the Shopping Cart functionality, Checkout processing, and the role that Customer Registration plays in the shopping e...)
- 15:32, 28 July 2010 Marketing Functionality in the Online Web-Site Store (hist) [915 bytes] Claudefeistel2 (talk | contribs) (New page: '''opentaps''' provides an array of functions needed for Marketing programs that you may wish to run on the Web Store. We have included these in this separate section because they are add...)
- 15:24, 28 July 2010 Promotions and Discounting Rules (hist) [122 bytes] Claudefeistel2 (talk | contribs) (New page: The configuration and use of Product Promotions is discussed in detail in the following section: * Product Promotions)
- 15:18, 28 July 2010 Finding Products Via Catalogs or Searches (hist) [1,239 bytes] Claudefeistel2 (talk | contribs) (New page: ===Finding Products Via Web Store Catalogs=== ===Finding Products Via Web Store Search=== Configure your Web Store Search functionality according to the guidance in these sections: * [...)
- 14:15, 28 July 2010 Web Store Layout and Page Navigation (hist) [1,146 bytes] Claudefeistel2 (talk | contribs) (New page: Basic store layout and navigation properties are largely determined by the default configuration of system files containing the html, xml, or CSS programming and style sheets. (Those ite...)
- 15:23, 27 July 2010 Your Customer's Online Shopping Experience (hist) [1,792 bytes] Claudefeistel2 (talk | contribs) (New page: ===Shopping Experience=== Your Customer's shopping experience is determined by the items we will discuss in this section of the guide: * The Store Layout and Navigation -- Ease of shoppi...)
- 21:27, 26 July 2010 Localization for Language, and Taxation (hist) [1,510 bytes] Claudefeistel2 (talk | contribs) (New page: The localization configuration is handled in the following Catalog Manager page: From the Main Navigation page, choose the Virtual Store for your Web Site Click: [Catalog] > [Catalog Ma...)
- 18:56, 26 July 2010 Browsing to the Web Store -- Configure the Mount Point (hist) [2,613 bytes] Claudefeistel2 (talk | contribs) (New page: When '''opentaps''' is first installed the eCommerce store is located at the same address (URL) as the rest of the '''opentaps''' system and in the directory /ecommerce of that address. T...)
- 18:29, 26 July 2010 Product with Variations Example (hist) [57 bytes] Claudefeistel2 (talk | contribs) (New page: thumb)
- 18:25, 26 July 2010 Configurable Product Page Layout (hist) [2,624 bytes] Claudefeistel2 (talk | contribs) (New page: thumb)
- 18:22, 26 July 2010 Product Details Page Layout (hist) [9,937 bytes] Claudefeistel2 (talk | contribs) (New page: thumb)
- 23:16, 22 July 2010 How to Setup opentaps from Default Template (hist) [2,484 bytes] Sichen (talk | contribs) (New page: Beginning with opentaps 1.5M1, a default template setup is provided for you to set up opentaps for your organization more quickly. If you've downloaded opentaps 1.5M1, follow the installa...)
- 22:20, 22 July 2010 Data Import Main Screen (hist) [4,946 bytes] Sichen (talk | contribs) (New page: This is the main screen of the data import application. As of opentaps 1.5M1, it is divided into three sections. ==== Importing Data ==== The first section shows the bridge tables for i...)
- 22:12, 22 July 2010 Data Import Reference Manual (hist) [392 bytes] Sichen (talk | contribs) (New page: This section covers the user interface for the application for importing data into opentaps. This data import application “officially” became a part of the opentaps user interface st...)
- 22:06, 22 July 2010 Upload Leads Screen (hist) [862 bytes] Sichen (talk | contribs) (New page: This is a new screen from opentaps 1.5M1 onwards. It allows you to upload all your sales leads from an Excel spreadsheet. The leads must be in the same format as the example spreadsheet wh...)
- 21:24, 21 July 2010 Web Store Homepage Layout (hist) [4,797 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction== In this section we will discuss the components of the Web Store homepage, including where each element is defined or configured to produce what we see on the Web Store pag...)
- 15:22, 21 July 2010 Featured Products (hist) [1,042 bytes] Claudefeistel2 (talk | contribs) (New page: ==About the Featured Products== Featured Products are a set of your Products that are displayed in the center of the Web Store home page, and are therefore one of the first things the Cust...)
- 15:01, 21 July 2010 Customer Notification Emails (hist) [501 bytes] Claudefeistel2 (talk | contribs) (New page: One of the functions available in '''opentaps''' Notification Emails is sending Customers a notification when their catalog request has been processed. For information on setting up Noti...)
- 14:57, 21 July 2010 Your Web Store Products, and Catalogs (hist) [1,189 bytes] Claudefeistel2 (talk | contribs) (New page: In '''opentaps''' the Products and Catalogs that will be used in the Web Site Store are first configured in the Virtual Store which is the repository for data you will need. A complete di...)
- 21:09, 20 July 2010 Configuring and Publishing Your Web-Site Store (hist) [1,382 bytes] Claudefeistel2 (talk | contribs) (New page: Using the integrated Web Site Store provided in '''opentaps''' requires that the following steps of configuration be completed: *''' Set up the Company's Products''' according to the sect...)
- 21:06, 20 July 2010 Web-Site Online Stores for your Catalogs and Products (hist) [2,554 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction== The single most important feature of the Web Site Store in '''opentaps''' is that the store is fully integrated with every one of the business management systems that '''...)
- 16:04, 20 July 2010 Customer Registration or Anonymous Shoppers at Your E-commerce Store (hist) [3,399 bytes] Claudefeistel2 (talk | contribs) (New page: ==Registered Customers== Registered Customers can log into the Web Site Store using their Username and Password obtained during registration, and then enjoy simplified check out processin...)
- 16:01, 20 July 2010 Customer Accounts or Anonymous Shoppers at Your E-commerce Store (hist) [0 bytes] Claudefeistel2 (talk | contribs) (New page: ==Registered Customers== Registered Customers can log into the Web Site Store using their Username and Password obtained during registration, and then enjoy simplified check out processin...)
- 13:47, 20 July 2010 Using the Integrated Web-Site Store (hist) [1,186 bytes] Claudefeistel2 (talk | contribs) (New page: Using the integrated Web Site Store provided in '''opentaps''' requires that the following steps of configuration be completed: *''' Set up the Company's Products''' according to the sect...)
- 13:36, 15 July 2010 Handling Team Membership and Assignments (hist) [1,399 bytes] Claudefeistel2 (talk | contribs) (New page: ===Three Kinds of Teams=== '''opentaps''' uses the Team Membership structure to manage Sales and Accounts, and also to manage Warehouse functions. These teams are separate and distinct w...)
- 19:41, 14 July 2010 MyHome -- Using the Calender and Dashboards (hist) [7,070 bytes] Claudefeistel2 (talk | contribs) (New page: ===Introduction to My_Home Pages (Dashboards)=== Each of the following Main Navigation sections in '''opentaps''', that are most often needed when providing Customer support or answering ...)
- 19:13, 14 July 2010 Calender widget (hist) [1,729 bytes] Claudefeistel2 (talk | contribs) (New page: ===The Calender widget=== The Calender widget is used on many forms pages for entry of an accurate date that is required in processing the specific form. ====To Access Calender widget=...)
- 15:50, 13 July 2010 Using Bookmarks and Uploaded Files (hist) [2,219 bytes] Claudefeistel2 (talk | contribs) (New page: ===Using Bookmarks=== When there are Web Sites (URL's) available providing resources relevant to business processes or Customer support, such Web Sites can be bookmarked for future Team r...)
- 15:06, 13 July 2010 Writing Emails That Generate Teamwork-Context (hist) [6,676 bytes] Claudefeistel2 (talk | contribs) (New page: ===Using the Special Email Handling=== This section focuses on the information that business email Users should know about the '''opentaps''' email processing feature, and how to use emai...)
- 21:37, 16 June 2010 Configuration Settings (hist) [3,017 bytes] Sichen (talk | contribs) (New page: In opentaps 1.4.x and earlier versions, configurations were usually in the form of .properties files, and they could be obtained by using the <tt>org.ofbiz.base.util.UtilProperties</tt> cl...)
- 19:54, 10 June 2010 List of Figures in the User Manual (hist) [2,513 bytes] Claudefeistel2 (talk | contribs) (New page: The following list of figures are found in the User Manual part of this Wiki. * '''Figure 1 Business Operations Vehicle'''. Refer to page, Moving_Beyond_Small_Business_Style. [[Image...)
- 21:10, 9 June 2010 Opentaps iContact Integration (hist) [968 bytes] Sichen (talk | contribs) (New page: [http://opentaps.icontact.com iContact] is an online service for e-mail marketing. We are planning an integration from opentaps to iContact, so you can use it to send e-mails to contact...)
- 00:27, 4 June 2010 How To Use Monitoring Agents (hist) [1,982 bytes] Jwickers (talk | contribs) (New page: Most monitoring agents will need to be declared as arguments to the JVM. In order to do that, dimply edit the ''startofbiz.sh'' (or .bat on windows) script and replace the following: V...)
- 23:48, 3 June 2010 Technical Highlights of opentaps 1.4 (hist) [7,690 bytes] Sichen (talk | contribs) (New page: __TOC__ ===Summary=== [http://www.opentaps.org/products/opentaps-14 opentaps Open Source ERP + CRM version 1.4] is an important transitional step in the development of opentaps. This ver...)
- 14:35, 3 June 2010 Configure the Store's Automated Customer Surveys (hist) [5,307 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction to Store Surveys== The '''opentaps''' system supports deployment of Customer surveys at various points during a Customer visit. The Surveys are prepared in the Content Man...)
- 21:01, 2 June 2010 Configure the Store's Automated Emails for Customer Status Updating (hist) [1,816 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction to Customer Notification Emails== The '''opentaps''' Virtual Stores can be configured to send various status notification emails to Customers. The notification emails relat...)
- 15:17, 2 June 2010 Quantity Breaks (hist) [4,356 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction to Quantity Breaks Tab== Quantity Breaks are used to define ranges of some shipping related variable, like weight, over which a specific pricing level will be applied to th...)
- 20:46, 27 May 2010 Carrier Shipment Methods (hist) [2,074 bytes] Claudefeistel2 (talk | contribs) (New page: The various Carrier Shipment Methods (services) are configured in this screen. Proceed as follows to define them. * Open: [Catalog] > [Catalog Manager Application]] drop down box > [Shi...)
- 20:20, 27 May 2010 Shipment Method Types (hist) [1,562 bytes] Claudefeistel2 (talk | contribs) (New page: Types of Shipping Methods (but not the Carriers Providing the services) are configured in this screen. Proceed as follows to define them. * Open: [Catalog] > [Catalog Manager Applicatio...)
- 20:00, 27 May 2010 Configure Shipping Methods (hist) [1,431 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction to Configuring Shipping Methods== The Set-up and configuration of shipping methods for the '''opentaps''' system is accomplished in two major steps, as follows: * '''Step 1...)
- 15:50, 27 May 2010 Create or Edit a Catalog (hist) [3,827 bytes] Claudefeistel2 (talk | contribs) (New page: ===Introduction to Working with Product Catalogs=== A Product Catalog is comprised of Categories, and these Catalogs are often used to group many Product Categories together forming an in...)
- 15:04, 27 May 2010 Specify the Store's Customer Financial Account Parameters (hist) [2,311 bytes] Claudefeistel2 (talk | contribs) (New page: ===What Are Store Financial Accounts=== thumb When the Store provides Customers with services which are based upon or supported by financial type account...)
- 21:04, 26 May 2010 Enter Shipping Estimate Parameters for a Defined Shipment Method (hist) [5,542 bytes] Claudefeistel2 (talk | contribs) (New page: When Packing a Customer Order for shipment, the '''opentaps''' Pack Order Screen and the User Guide section Packing the Orders refer to the "Shipping Estimate" functionality. The [...)
- 20:18, 26 May 2010 Configure the Store Payment Processing Services (hist) [1,385 bytes] Claudefeistel2 (talk | contribs) (New page: Store Payment Processing Services configuration is for Technical System Admins. The [Store] > [Payments] Tab is used to configure the technical services (software) used by the system to p...)
- 19:51, 26 May 2010 Add a Predefined Shipment Method for This Store (hist) [1,466 bytes] Claudefeistel2 (talk | contribs) (New page: Shipment Methods and Carriers are specified for use with the Store in the [Stores] > [Shipping] Tab. First, the initial Set-up of Shipping, Shipment Methods, and Carriers is done in the...)
- 18:49, 26 May 2010 Set or Delete a Predefined WebSite on This Store (hist) [915 bytes] Claudefeistel2 (talk | contribs) (New page: Website Stores are set to run with data from a particular Store in [Store] > [Web Sites] Tab. The Website is set-up and configured elsewhere, according the the information in this section...)
- 15:51, 26 May 2010 Specify the Product Catalogs for This Store (hist) [2,229 bytes] Claudefeistel2 (talk | contribs) (New page: thumb The Product Catalogs for a Store are specified in the following Tab as seen in the illustration: [Catalog] > [Catalog Manager Applicat...)
- 15:09, 26 May 2010 Add or Delete People with Key Store Role(s) (hist) [1,189 bytes] Claudefeistel2 (talk | contribs) (New page: thumb The [Catalog} > [Stores] > [Roles] Tab is used to enable the specified Party to assume or execute a Role in the Store. The most commonly used example ...)
- 14:20, 25 May 2010 Specify the Promos for This Store (hist) [3,486 bytes] Claudefeistel2 (talk | contribs) (New page: ===About Preparing and Testing Promotion Rules=== Promotions are a special kind of price rule that implements special offers which apply to the entire order, (although such Promos may imp...)
- 19:29, 20 May 2010 Using Store Policy Tabs Step-By-Step (hist) [2,874 bytes] Claudefeistel2 (talk | contribs) (New page: Store Role(s) Promos Catalogs Web Sites Shipping Shipping Estimates Payments Fin Accts Emails Surveys Override Segments Vendor Payments Vendor Shipments Store For: Compact Enterprise Mfg/...)
- 19:29, 20 May 2010 Basics of Configuring the Product Store (hist) [9,700 bytes] Claudefeistel2 (talk | contribs) (New page: To access the Catalog application from the Main Navigation screen, proceed as follows, Click: Catalog Icon, the Catalog Manager Application Main page opens. Click: [Stores] in the "Cata...)
- 20:56, 19 May 2010 The Special Categories - Root, Search, Featured (hist) [4,286 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction== thumb The accompanying picture illustrates the four special categories that are applied and used at the catalog level in the '''o...)
- 19:52, 19 May 2010 Setting Up Products in Product-Categories, and Product-Catalogs (hist) [3,901 bytes] Claudefeistel2 (talk | contribs) (New page: This section introduces some ideas about using the Catalog Manager data hierarchy to manage all of the companies products or services, either those sold, or those purchased, or consumed. ...)
- 16:29, 19 May 2010 Using Categories for Web-Site Store Presentation Control (hist) [2,705 bytes] Claudefeistel2 (talk | contribs) (New page: ==About Product Catalog Category Type== The [Catalog] > "Edit Product Catalog" page > [Categories] tab shows the different Product Catalog Category Type options and their functions in the...)
- 16:20, 19 May 2010 Using Categories to Organize Marketing Presentation (hist) [4,387 bytes] Claudefeistel2 (talk | contribs) (New page: ___TOC___ ==Introduction to Defining a Category== Once you click on a category on the Catalog Manager in a left-side navigation menu, or enter a category id to edit or create a new categ...)
- 16:09, 19 May 2010 More About Working with Categories and Catalogs (hist) [6,279 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction== Categories define groups of products that are similar in some important way. A Category can contain both Products and sub-categories, and each Category can have it's own ...)
- 15:38, 19 May 2010 Create Your Company, Step-By-Step (hist) [8,077 bytes] Claudefeistel2 (talk | contribs) (New page: All parties are defined by their Profile, which can be accessed from the Main Navigation page at: [Party Admin] Icon > [Party Manager Application] dropdown box > [Parties] button The "F...)
- 20:39, 17 May 2010 Company Logo -- Using Your Own Company Logo (hist) [2,743 bytes] Claudefeistel2 (talk | contribs) (New page: There are two locations in the system files where your own company logo can be specified, and then used on all of the screen displays that your Users will see, and on printed documents fro...)
- 17:59, 7 May 2010 Opentaps osCommerce Integration (hist) [363 bytes] Sichen (talk | contribs) (New page: The opentaps-osCommerce integration is designed to integration opentaps with the [http://www.oscommerce.com/ osCommerce] shopping cart. '''An initial version of code for this integration ...)
- 23:57, 6 May 2010 Opentaps Distributor Application (hist) [972 bytes] Sichen (talk | contribs) (New page: These notes are very preliminary $ cd hot-deploy $ svn co svn://svn.opentaps.org/opentaps/modules/distributor/versions/1.4/trunk distributor Load the file hot-deploy/distributor/data...)
- 20:57, 29 April 2010 Checkboxes for Selected Terms (hist) [967 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 20:45, 29 April 2010 Specify Product Shipping Assumptions (hist) [700 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 20:38, 29 April 2010 Rate Amount and Measures (hist) [1,214 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 20:07, 29 April 2010 Specify Sales Availability Versus Inventory Status (hist) [1,169 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 19:55, 29 April 2010 Enter Dates for Introduction, Discontinuation, and Support (hist) [733 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 19:50, 29 April 2010 Specify a Primary Category (hist) [327 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 19:43, 29 April 2010 Specify Virtual Product Characteristics (hist) [722 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 19:34, 29 April 2010 Enter the Product Internal Name, your Brand Name, and OEM ID (hist) [768 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 19:22, 29 April 2010 Enter the Product ID, and the Product Type (hist) [1,148 bytes] Claudefeistel2 (talk | contribs) (New page: [Catalog] Icon > Product Page > [Product] Tab for basic definition of the Product. Product Page is accessed by the use of the Catalog Main screen boxes, refer to [Navigating in the Cata...)
- 18:53, 29 April 2010 Services That Are Products (hist) [1,386 bytes] Claudefeistel2 (talk | contribs) (New page: '''opentaps''' provides a few special application features that support the use of Services which are Products. These are described in the following list of items concerned with definitio...)
- 15:09, 29 April 2010 Subscriptions (hist) [890 bytes] Claudefeistel2 (talk | contribs) (New page: WARNING: The Subscription Application is incomplete and is not currently supported for end Users. '''Objectives of the Subscription project''' * Specify a Product to be made available...)
- 15:18, 28 April 2010 Simple Migration for Unmodified-opentaps Users (hist) [15,578 bytes] Claudefeistel2 (talk | contribs) (New page: CAUTION: THIS IS A ROUGH DRAFT PAGE AND IS NOT YET TESTED AND READY TO USE Migration of your current '''opentaps''' Version 1.0.X installation to a new one running Version 1.4 will be ...)
- 13:54, 28 April 2010 Opentaps 1.0 to 1.4 Technical Upgrade Notes (hist) [9,563 bytes] Claudefeistel2 (talk | contribs) (New page: __TOC__ == Data Changes == * Configuration of GL accounts for invoice writeoffs have been changed. Instead of using <tt>GlAccountTypeDefault</tt>, they are now configured with <tt>Invoi...) originally created as "Upgrading for opentaps Users with Customized Code"
- 20:35, 26 April 2010 Adding Config Items to the Base Configurable Product (hist) [1,872 bytes] Claudefeistel2 (talk | contribs) (New page: The last step in set-up is to link the Config Item (with it's completed set of Config Options) to the Configurable Product where these Items will be included in the menus. In our example ...)
- 20:10, 26 April 2010 Defining The Component Products and Linking to Config Choices (hist) [3,773 bytes] Claudefeistel2 (talk | contribs) (New page: Component Products are the real products carried in inventory that we ship when Customers order one of the Config Options listed on the Configurable Product ordering page of the E-Commerce...)
- 15:33, 26 April 2010 Specifying the Base Configurable Product and Config Items (hist) [4,523 bytes] Claudefeistel2 (talk | contribs) (New page: The example Product used in this section about detailed set-up for Configurable Products comes from the '''opentaps''' Demo Data available for installation. Once installed the product is ...)
- 14:59, 26 April 2010 Step-By-Step Configurable Product Set-up (hist) [2,302 bytes] Claudefeistel2 (talk | contribs) (New page: thumb The set-up of a Configurable Product is accomplished using two sections of the Catalog as illustrated in Figure 9B. In the fir...)
- 16:10, 23 April 2010 Products Requiring Configuration (hist) [4,552 bytes] Claudefeistel2 (talk | contribs) (New page: ==Introduction to Configurable Products== Configurable Products are those that are comprised of several different Component Products which are offered as a compatible set of choices, sele...)
- 15:30, 21 April 2010 Configuring E-Commerce Functional Components (hist) [982 bytes] Claudefeistel2 (talk | contribs) (New page: The previous parts of this chapter have introduced some high level ideas about the Catalog Manager constructs and functions. The following User Guide sections cover configuration of some...)
- 23:52, 20 April 2010 Opentaps Concur Integration (hist) [2,758 bytes] Sichen (talk | contribs) (New page: __TOC__ ==Background== [http://www.concur.com/ Concur] is a corporate travel and expense management system that allows you to manage your employees' travel expenses. Employees can fill o...)
- 21:09, 20 April 2010 Configuration Tips -- For Technical System Administrators (hist) [122 bytes] Claudefeistel2 (talk | contribs) (New page: This section contains tips and guides about technical topics of interest to users of the standard '''opentaps''' releases.)
- 21:37, 19 April 2010 Other Components: The Thesaurus, The Reviews (hist) [2,939 bytes] Claudefeistel2 (talk | contribs) (New page: ===Thesaurus=== The thesaurus is a tool for defining word substitutions for the search function. For example, you may want users who search for “lapptop” to see the same results as th...)
- 21:33, 19 April 2010 About Multiple Stores (hist) [1,430 bytes] Claudefeistel2 (talk | contribs) (New page: N'''ote: The discussion of multiple store setup is for Technical System Admins.''' It is possible to set up multiple stores in the system which sell the same products on different website...)
- 21:29, 19 April 2010 More About the Product Catalogs (hist) [2,871 bytes] Claudefeistel2 (talk | contribs) (New page: ===Introduction to Product Catalogs=== A product catalog is comprised of categories, and it is used to group many product categories together and forms an intermediate step in the organiz...)
- 21:13, 19 April 2010 Using Category Sub-Tabs Step-By-Step (hist) [2,581 bytes] Claudefeistel2 (talk | contribs) (New page: ===Introduction to Category Specifications=== Click on a category on the left navigation menus, or enter a category id to edit or create a new category, you will be first taken to the mai...)
- 20:47, 19 April 2010 Pricing Rules (hist) [1,528 bytes] Claudefeistel2 (talk | contribs) (New page: Product Pricing is based on a combination of price rules and price data, thus allowing you to define any pricing scheme you need. The most basic information is maintained under the [Price]...)
- 20:47, 19 April 2010 Product Promotions (hist) [10,059 bytes] Claudefeistel2 (talk | contribs) (New page: Promotions are similar to price rules but are used to record special promotional offers which apply to the entire order, rather than prices for a particular product. For example, you can s...)
- 20:37, 19 April 2010 Configuring Other E-Commerce Functions (hist) [176 bytes] Claudefeistel2 (talk | contribs) (New page: The following additional Store Sub-Tab functions are covered in this section: * Store Role(s) Sub-Tab * Store Payments Sub-Tab * Product Store Customer Email Setup)
- 18:46, 19 April 2010 Digital Products without Inventory (hist) [955 bytes] Claudefeistel2 (talk | contribs) (New page: Digital Products are a special type of product which can be fulfilled electronically by downloading, and they do not require physical inventory. When creating a Digital Product in the Cat...)
- 15:57, 19 April 2010 Products Bought and Sold or Used in Different Units or Sets (hist) [2,786 bytes] Claudefeistel2 (talk | contribs) (New page: Frequently, products are bought in one unit or set, and then are used or sold in different units or sets. For example, you might purchase 1000 kg of something and sell it by the pound. ...)
- 21:02, 17 April 2010 Editing the Additional Product Feature Details screen (hist) [1,207 bytes] Claudefeistel2 (talk | contribs) (New page: "Edit Feature" Screen is the second of two screens providing description of a Product Feature, * '''Edit Feature Category Feature''' -- the first screen provides initial definition of the ...)
