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Table Of Contents

Foreword
OPEN SOURCE SOFTWARE AT THE SERVICE OF MANAGEMENT
THE OPEN ERP SOLUTION
2.1 Why this book?
2.2 Who’s it for?
STRUCTURE OF THIS BOOK
DEDICATION
First steps with Open ERP
INSTALLATION AND INITIAL SETUP
5.1 The architecture of Open ERP
5.2 The installation of Open ERP
5.3 Database creation
5.3.1 Creating the database
5.4 New Open ERP functionality
GUIDED TOUR
6.1 Database creation
6.2 To connect to Open ERP
6.3 Installing new functionality
6.4 Guided Tour of Open ERP
DEVELOPING A REAL CASE
7.1 Use case
7.2 Functional requirements
7.3 Database creation
7.4 Installing and configuring modules
7.5 Database setup
7.6 Testing a Purchase-Sale workflow
Managing Customer Relationships
LEADS, BUSINESS OPPORTUNITIES AND CAMPAIGNS
8.1 Managing Contacts
8.2 Leads
8.3 Sales Opportunities
CUSTOMER RELATIONSHIP MANAGEMENT
9.1 Partners
9.2 Case management
9.3 Profiling
COMMUNICATIONS TOOLS
10.1 Microsoft Outlook interface
10.2 Mozilla Thunderbird interface
10.3 Microsoft Word interface
General Accounting
FROM INVOICE TO PAYMENT
11.1 Accounting workflow and the automatic generation of invoices
11.2 Invoicing
11.3 Accounting entries
11.4 Management of payments
FINANCIAL ANALYSIS
12.1 Managing accounts payable / creditors and accounts receivable / debtors
12.2 Statutory taxes and accounts
12.3 Company Financial Analysis
13.1 Chart of Accounts
13.2 Journals
13.3 Periods and fiscal years
13.4 Payment Terms
13.5 Entries at the start of a year
Effective Management of Operations
ANALYTIC ACCOUNTS
14.1 To each enterprise [his] own analytic chart
14.2 Putting analytic accounts in place
14.3 Analytic records
14.4 Financial Analysis
ORGANIZATION OF HUMAN RESOURCES
15.1 Managing Human Resources
15.2 Timesheets
SERVICES MANAGEMENT
16.1 Managing Service Contracts
16.2 Planning that improves leadership
16.3 Treatment of expenses
INTERNAL ORGANIZATION AND PROJECT MANAGEMENT
17.1 Project management
17.2 The art of productivity without stress
Stock and Manufacturing
LOGISTICS AND STOCK MANAGEMENT
18.1 Understanding double-entry stock management
18.2 Complete workflow from supplier to customer
18.3 Stocks
18.4 Logistics Configuration
18.5 Import / Export
18.6 Warehouses
18.7 Scheduling
18.8 Management of lots and traceability
18.9 Management by Journal
18.10 Advanced elements of stock management
19.1 Management of production
19.2 Bills of Materials
19.3 Multi-level Bills of Materials
19.4 Manufacturing
19.5 Workflow for complete production
19.6 Production order in detail
19.7 Scheduling
19.8 Calculation of lead times
19.9 Operations
19.10 Events and barcodes
19.11 Treatment of exceptions
19.12 Manual procurement
19.13 Management of waste products and secondary products
19.14 Management of repairs
19.14.1 Entering data for a new repair
20.1 Sales Quotations
20.2 Management of Packaging
20.3 Management of Alerts
20.4 Control of deliveries and invoicing
20.5 Management of Carriers
20.6 Margin Control
20.7 Price management policies
20.8 Rebates at the end of a campaign
20.9 Open orders
20.10 Layout templates
PURCHASING MANAGEMENT
21.1 All the elements of a complete workflow
21.2 Analyis of purchases
21.3 Supplier relationship management
21.4 Analytic accounts
Process and Document Management
PROCESS
22.1 The integration of processes into the management system
22.2 Workflows and User Processes
23.3 The Open ERP solution
23.4 Internal and external access using FTP
23.5 Mapping between Open ERP resources and directories
23.6 Managing Attachments
23.7 Virtual Files
23.8 Standardizing Structures
23.9 Searching for documents
23.10 Integration with emails
23.11 Working with users’ changes
23.12 Version Management
23.13 Documents used for company processes
System Administration and Implementation
24.1 Creating a Configuration Module
24.2 Configuring the menu
24.7 Configuring reports
24.8 Importing and exporting data
IMPLEMENTATION METHODOLOGY
25.1 Requirements Analysis and Planning
25.2 Deployment
25.3 User training
25.4 Support and maintenance
Conclusion
YOU AREN’T ALONE
26.1 Bypass the technical difficulties by using the SaaS offer
26.2 Consult the available resources
INDEX
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Openerp Book

Openerp Book

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Published by jessmagz

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Published by: jessmagz on Sep 18, 2010
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11/01/2011

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