Opentaps Users Manual

From Opentaps Wiki

Contents 1 Introduction 2 Setting Up Your Users 3 Setting Up Your Products 4 Customers and Sales 5 Fulfilling Orders 6 Managing Inventory 7 Managing the Manufacturing Process 8 Purchasing 9 Managing Finances and Accounting 10 Analysis and Reporting 11 Additional Setup and Configuration 12 Upgrading opentaps 13 Importing Your Data

Introduction

• Documentation Notation
• Implementing opentaps Open Source ERP + CRM
• Configuring opentaps

Setting Up Your Users

• Configuring Users and Permissions
• Disabling Users

Setting Up Your Products

• Basic Catalog Manager Manual
• Special Pricing
• Configuring Product Searches
• Digital Products
• Gift Certificates
• Removing Products and Categories
• Configuring Products for Drop Shipping
• Setting Up the Online Store
• Customer Specific Stores, Catalogs, and Categories
• Setting Up Taxes with Tax Authorities
• Setting Up County Sales Taxes

Customers and Sales

• Handling Emails
• Managing Partners
• Sales Teams
• Disabling Shipping to Customers
• Payment Terms and Credit Limits
• Customer Returns
• Using USPS Bullk Mail
• Managing Orders
• Merging Duplicate Customers
• Creating Surveys

Fulfilling Orders

• Picklists
• Stock Move
• Orders with Drop-Shipped Items
• Fulfilling Orders for Services

Managing Inventory

• Lot Level Inventory Tracking
• Managing Serialized Inventory
• Backup Warehouses
• Material Resources Planning
• Managing Third Party Inventory

Managing the Manufacturing Process

• Bill Of Material
• Outsourcing Manufacturing
• Reverse Assembly

Purchasing

• Automating Purchasing with Requirements
• Purchasing Supplies
• Estimated Delivery Dates

Managing Finances and Accounting

• Transactions and Postings
• Time Periods
• Customers and Receivables
  • Managing Invoices and Payments
  • Billing Accounts
  • Receipts and Deposits
  • Third Party Billing
  • COD Statement
  • Cash Drawers
  • Payments Lockbox
• Vendors and Payables
• Manufacturing Accounting
  • Standard Costing
• Employees and Payroll
  • Configuring Payroll
• Configuring the General Ledger
• Ledger Transactions Reference
• Standard Accounting Procedures
• Importing Accounting Balances
• Appendix: Accounting for Engineers

Analysis and Reporting

• Using JasperReports with opentaps
  • Tutorial on Using iReports
• Using Pentaho with opentaps
• Using BIRT with opentaps

Additional Setup and Configuration

• Basic Installation Instructions
• Installing opentaps on JBoss
• Configuring Your Applications
• Managing Emails
• Setting up httpd and opentaps with mod_jk
• Setting up Outlook and Mobile Phone Synchronization
• Setting up Shipping
• Setting up credit card processing
• Setting up address validation
• Configuring VoIP Integration
• Configuring Single Sign On
• Miscellaneous Tips

Upgrading opentaps

• Upgrading from opentaps 0.8 to opentaps 0.9
• Upgrading from opentaps 0.9 to opentaps 1.0
• Upgrading from opentaps 1.0 to opentaps 1.4

Importing Your Data

• General Instructions
• Importing from NetSuite to opentaps
• Importing Data with Dataimport - This technical reference document describes how to develop custom import solutions.