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

Searching in OpenERP


OpenERP provides a standardized search box in the top-right in all of the list and kanban views. Depending on the menu item, some forms come with predefined filters already set for the list.

If you navigate to Sales and select Customer, you can see the search box in the upper-right corner with the Customers filter preassigned.

Some lists open with a predefined filter that will limit the primary data set. In the prior screenshot, you can see that the list view Customers has a customer filter applied by default when you open the form. OpenERP stores customers vendors and employee information in the same central database table. The Customers filter prevents other types of data such as vendors or employees from displaying in the list.

In this instance, if you clear the Customers filter by clicking on the small close box in the tag, you will have a list with not just customers. Instead, OpenERP will return partners, users, suppliers, and contacts as well.

Basic searches are handled...