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

Example of OpenERP workflow


When you have been putting in quotes and converting them to sales orders, behind the scenes, OpenERP has been following a default workflow for that process. Let's take a look at the OpenERP default sales order workflow.

Activating the developer mode

Like in the previous chapter, we will need to activate the developer mode to view the workflows in OpenERP.

Choose About OpenERP from the menu in the top-right corner and click on Activate the developer mode. For more detailed instructions, see the Activating developer mode section of Chapter 10, Customizing OpenERP for Your Business.

To view the sales order workflow process, go to the Sales menu and choose Sales Orders. On the right, next to the Sales Orders label at the top of the form, you will see a small question mark icon. Click on this icon to view the sales order workflow process.

The following screenshot is a high-level overview of the sales order process:

This workflow is considered as the non-developer version...