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

Creating our first project


After the Project Management application has been successfully installed, we can go to the Project application and create a new project.

Under the Project application, select Projects in the menu on the left and then click on the Create button.

After you click on Create, the project editor will allow you to enter various details about your new project. For our example, we will start out defining the name of the project, Sunny Hill Lil League, and assign the project to a customer we have created, Sunny Hill Sports.

Assigning a customer is optional, but in this example we are identifying the customer as the primary league contact.

You will notice that the project is set to In Progress in the top-right corner. You will also notice that you can assign someone as the project manager as well, though this is not required.

If the Tasks checkbox is selected, you will see the Project Stages tab in the form. Different projects can naturally have different project stages that...