Book Image

Working with OpenERP

By : Greg Moss
Book Image

Working with OpenERP

By: Greg Moss

Overview of this book

<p>OpenERP continues to gain momentum throughout the world in providing the best platform for open source ERP installations. This book covers all the essential modules and how to get the power of OpenERP to work for you.</p> <p>"Working with OpenERP" provides a real-world business solution approach to integrating OpenERP into your small or medium sized business. This book begins by walking you through how to install OpenERP on a Windows or Ubuntu server then takes you through all the essential modules you will need to get OpenERP up and running for your company.</p> <p>All through the book, "Working with OpenERP" provides real-world examples in sales, customer relationship management (CRM), purchasing, manufacturing, human resources, and financial accounting. After covering the basics, you will learn how to customize various methods to configure OpenERP for your business and even build your own custom modules.</p> <p>"Working with OpenERP" covers all the basics of installing and using OpenERP along with advanced real-world examples you will not find anywhere else.</p>
Table of Contents (21 chapters)
Working with OpenERP
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Setting up your own accounts


To this point, we have used the standard United States Chart of Accounts template provided by OpenERP. Most companies, however, will need to modify this chart of accounts or even set up an entirely different chart of accounts to match the needs of their business. As an example, we are going to add an additional sales account specifically for t-shirts so that we can better organize our sales into types of products.

To set up a new account, navigate to the Accounting menu and then down to the Configuration section and select Accounts. OpenERP will present you with a listing of all your current accounts in OpenERP. Click on Create to add a new account as shown in the following screenshot:

Notice in the preceding screenshot that we have specified the account code as 479110. Why did we choose this as the account code? OpenERP had already provided 479100 for the general Sales account. Therefore, 479110 was an appropriate account code to choose for our t-shirt sales....