January 17, Dojo

Copyright © 2015 Open Source ERP Users Group All Rights Reserved. 2 Table of Contents 1.Setting Up OpenERP 2.Starting Your First Company 3.Exploring Customer Relationship Management in Open ERP 4.Purchasing with OpenERP 5.Making Goods with Manufacturing Resource Planning 6.Configuring Accounting and Finance 7.Implementing the Human Resources Application 8.Understanding Project Management 9.Creating Advanced Searches and Dashboards 10.Customizing OpenERP for Your Business 11.Understanding Workflows 12.Modifying Documents and Reports 13.Discovering Custom OpenERP Modules

Copyright © 2015 Open Source ERP Users Group All Rights Reserved. 3 Starting Your First Company (Gathering requirements)

Copyright © 2015 Open Source ERP Users Group All Rights Reserved. 4 Starting Your First Company (Implementing an ERP system with a modular approach)

Copyright © 2015 Open Source ERP Users Group All Rights Reserved. 5 Starting Your First Company (Introducing Silkworm – Our real-world case study) Creating a new database in OpenERP Setting our master password Selecting a database name Loading the demonstration data Specifying our default language Choosing a password Managing databases in OpenERP Installing the Sales Management module

Copyright © 2015 Open Source ERP Users Group All Rights Reserved. 6 Starting Your First Company (Introducing Silkworm – Our real-world case study) Configuring accounting data – Advertising – Agriculture – Construction Trades – Financial Services – General Service-Based Business – Legal Services – General Product-Based Business Knowing the basis OpenERP interface Creating your first customer Editing customer information – the Sales & Purchases page Editing customer information – the Accounting page Entering a product in OpenERP Entering your first sales order

Copyright © 2015 Open Source ERP Users Group All Rights Reserved. 7 Starting Your First Company (Introducing Silkworm – Our real-world case study) Invoicing the sale What do you want to invoice? Creating the invoice