1. The document provides instructions for completing various tasks in an ERP database, including entering goods receipts, defining minimum stock rules, tracing stock moves, creating sales orders, and more.
2. Tasks include entering incoming shipments and product receipts, configuring warehouses, defining price lists, installing new modules, and entering employee expenses, evaluations, and leaves.
3. The document contains over 30 separate tasks for demonstrating the functionality of various ERP modules like warehouse, sales, manufacturing, human resources, and CRM.
1. The document provides instructions for completing various tasks in an ERP database, including entering goods receipts, defining minimum stock rules, tracing stock moves, creating sales orders, and more.
2. Tasks include entering incoming shipments and product receipts, configuring warehouses, defining price lists, installing new modules, and entering employee expenses, evaluations, and leaves.
3. The document contains over 30 separate tasks for demonstrating the functionality of various ERP modules like warehouse, sales, manufacturing, human resources, and CRM.
1. The document provides instructions for completing various tasks in an ERP database, including entering goods receipts, defining minimum stock rules, tracing stock moves, creating sales orders, and more.
2. Tasks include entering incoming shipments and product receipts, configuring warehouses, defining price lists, installing new modules, and entering employee expenses, evaluations, and leaves.
3. The document contains over 30 separate tasks for demonstrating the functionality of various ERP modules like warehouse, sales, manufacturing, human resources, and CRM.
[HIMANI SABHARWAL] BBS 2B , Roll no. 50462 Create a new database & please make sure it should not contain any demonstration data in it, configure it for modules Warehouse, HR, Manufacturing, Sales & CRM. Using this new database perform following tasks:
1.Show us how you can enter data about goods receipt (Incoming Shipments) Warehouse! Warehouse management! Incoming Shipments
Clicking on the tab incoming shipments gives us the following window.
To create a new incoming shipment, click new and fill in the details in the subsequent form.
If we click process now, the following window thus appears.
2.How we can see a list of all products waiting to be received Warehouse! Product Moves! Receive Products
3.Create few stock locations under warehouse of different types.
4. Show us how we can configure a new warehouse. Warehouse! Configuration! Warehouse Management! Warehouses
Click New to configure a new warehouse.
The new warehouse can thus be seen, namely, Warehouse 1.
5.Show us how we can define a minimum stock rules for few products Warehouse! Configuration ! Automatic Procurements! Minimum Stock Rules
Then to define minimum stock rules click the form button and define the minimum stock rules in the same.
6.Show us how we can trace the stock moves Warehouse! Traceability! Stock Moves
When stock moves is clicked, the following window appears.
Click on any of the red colored stock thus shown. The following window appears.
When you click set available and process now, the stock when again opened as in step one, now appears black instead of red.
In the above eg. The first product was being shown in red earlier, but now it appears to be black.
7.Also show different states possible in stock moves Warehouse! Traceability! Stock Moves
When stock moves is clicked, the following window appears.
In this window itself there is a column, namely state which provides for the various possible states in stock moves.
8.How can we manually create a new goods receipt create a purchase order from the existing products/creating a new product Purchase! Purchase Management ! Purchase Order! Click New
go to the following link to view the products waiting to be received : Warehouse ! Product Moves! Receive Products!
Click new to manually create a new goods receipt.
9.Show us the stock level forecast for any product. Warehouse! Product! Products
Select any Product and click on the form button.
Click Stock Level Forecast given on the right.
The stock level forecast can thus be seen.
10.Show us the functioning of Import Inventory, Update button w.r.t. physical inventory.
Click Import inventory.
11. Define few new products with their attributes such as Cost Price, Sale Price, Real Stock & Virtual Stock. Warehouse! Product! Products!
Click New to create a product and then define the attributes asked for.
12.Show us how to create new UOM Warehouse! Configuration! Products! Units of Measure!
Click new to define a unit of measure.
13.Show/Print the stock of any location Warehouse! Inventory Control! Location Structure!
Choose any Location (Physical/Partner/Virtual). And then select any such location. For eg. Maxtor Suppliers.
Define the dates.
Select the product whose location need be seen.
Click Stock by Location
Select the Location of that product for which you want to see the stock
15.Show us how you can get list of outgoing deliveries Warehouse! Product Moves! Deliver Products
16.Show us the functioning of Tariff Grids & how you can use them. To define a new delivery grid, use the menu Warehouse!Configuration! Delivery!Delivery Pricelist
Click new
Give a name to your delivery grid and define the region for which the tariffs in the grid will apply in the second tab Destination.
You must then set the rules for calculating the transport price in the first tab Grid definition. A rule must first of all have a name.
17.Define price list for few products Sales! Configuration! Pricelists! Pricelists
Select a created pricelist or create your own pricelist. After creating/selecting a pricelist, open pricelist version.. Define the rules. Open Price List Items. Define the Rules. Select the Category for which this pricelist will apply to . Select the product for which this pricelist will apply to.
18.Show us how to load a new module Administration-Modules-Modules
Select a module that has not been installed yet
Click on Schedule for installation
Click Action- Start update
The module is now installed
19.Show us the working of Warning module
Open any customer to see the warnings tab
When sales order is generated we see the warning
20.Show us the working of Delivery module in managing the different Carriers.
21. Show us how different employees can enter their expenses. Install the hr_expenses module.
Human Resource! Expenses! Expenses.
Click new to enter expenses.
22.Enter few Employee Evaluation forms so you can evaluate them in different ways. Install the HR Evaluation Module.
Human Resources! Evaluation! Evaluation!
Select the person whose evaluation is to be done
23.Show us how employee can enter his/her leave . Install the hr_holidays module.
Human Resources! Holidays! Leave Requests
Click new to obtain the form that helps enter the leave requests.
24.Enter few applicants forms (for your recruitment process) against vacant Job positions available in your organization. Load the hr_recruitment module.
Human Resources! Recruitment ! Applicants Name
Click new and enter the relevant data about the applicant.
25. Create different Sales Orders so you can show its different states such as quotation, Sales order etc. Sales-sales-sales orders
Quotation
When we click on confirm order the quotation becomes a sales order
This shows manual In progress
To confirm this as a sales order click on create final invoice
Click validate then
26.Try to send request to another new user (create new user) & make this new user a member of administration/configuration group. Sending a request Click on the request tab
Click new to obtain the form
Fill in the required fields and click send
The request has been sent. The state is waiting because he requesthasnt been read by the demo user yet. Making the demo user a part of the admin group Administration- users- groups
Select administration/configuration
Click add and select demo
Thus added
27. Create different Employees so you can print their Attendance Error Report, Print Attendances By Month Report. Human Resources! Human resources! Employees
Click the name of the employee whose attendance report need be printed.
Click attendances by month or attendance error report whichever is needed.
28. Create contracts for them also. Human Resources! Human Resources! Contracts!
Click New to define a new contract
29.Try to install new working language also of your choice from the given list in OpenERP Administration-Translations-Load an official translation
Select the language to load (UK English)- Load
User Preferences- Preferences
- Select Language- OK
Default language modified
30. Enter few leads in the database using CRM & show them with different status. Sales! Sales! Leads
Click New. And fill the subsequent form.
Leads are thus created.
31. Show us how you can create a new opportunity & plan a meeting with your partner. To create a new opportunity: Sales! Sales! Opportunities
Click new.
Fill in the details. To schedule a meeting with the person, click on the schedule meeting button.