Opentaps Users Manual
From Opentaps Wiki
Introduction To opentaps Opensource ERP + CRM
- Business Management System Overview
- Managing Your opentaps Implementation Project
- Documentation Notation
- Sections for Business Users, Administrators, and Technicians
- Accessing Your opentaps Login Screen
- Configuring opentaps for Your Business
Step-By-Step Configuration for Business Process Administrators (ADMINS)
- Organizations and People
- Accounting, Ledger, Payment Methods, Time Periods, Taxation Entities, Initial Values
- Facilities Setup: Stores, Warehouses, Shipping
- Setup for opentaps email Handling
- Credit Card Processing
- Address Validation
- Other configuration topics are covered in User Guide section "Additional Setup and Configuration"
Using Customer Management Processing Power
- What the Customer Management Processes Do
- Prerequisites for Users: IDs, Permissions, Navigation, Login
- Managing Leads, Contacts, and Accounts
- Managing Customer Interactions
- Managing Business Projections
- Managing Sales
Using Fulfillment Processing Power
- What the Fulfillment Management Processes Do
- Procurement Processes
- Inventory Processes
- Shipping Tab Processes
- Warehouses Organization
Using Production Management Processing Power
- What the Production Management Processes Do
- Product Manufacturing Structures
- Managing and Executing Production Runs
- Managing Fixed Assets
- Manufacturing Accounting
- A Step-By-Step Manufacturing Example -- A Configurable Product Run
Using Money Management Processing Power
The opentaps Vehicle for Teamwork and Coordination
Using Catalog Manager and Setting Up Your Products
- Working with Products in the Catalog
- Products with Features
- Products Requiring Configuration
- Products Sold or Bought in Sets
- Services That Are Products
- Digital Products without Inventory
- Setting Up Products for Procurement and for Inventory Management
- Setting Up Products for Accounting, and Payments
- Setting Up Product Price Data and Pricing Rules
- Setting Up Product in Product-Categories, and Product-Catalogs
- Working with the Product Store(s)
Customers and Sales
- Handling Emails
- Managing Partners
- Sales Teams and Account Teams
- Disabling Shipping to Customers
- Payment Terms and Credit Limits
- Customer Returns
- Using USPS Bulk Mail
- Managing Orders
- Merging Duplicate Customers
- Creating Surveys
Fulfilling Orders
- Reserving Inventory for 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
- Transfer Shipment
Managing the Manufacturing Process
Purchasing
- Setting Up Suppliers
- Automating Purchasing with Requirements
- Purchasing Supplies
- Estimated Delivery Dates
Managing Finances and Accounting
- Transactions and Postings
- Time Periods
- Accounting Tags
- Encumbrances
- Receivables and Payables
- Manufacturing Accounting
- Employees and Payroll
- Work Effort and Time Sheets
- Configuring the General Ledger
- Ledger Transactions Reference
- Standard Accounting Procedures
- Importing Accounting Balances
- Appendix: Accounting for Engineers
Analysis and Reporting
Additional Setup and Configuration
- Basic Installation Instructions
- Configuring opentaps
- Managing Scheduled Jobs
- 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
- Keyboard Shortcuts
- Miscellaneous Tips
- Using REGEX Validation Patterns
Standard Function Blocks
- Find a Person or Organization with the Search Block
- Using The Calender Widget
- Merging Duplicates in CRMSFA
- Contacts Information Block
- Using The Notes Functionality
- Bookmarks and Files Block
- Pending Activities
- Activity History
Upgrading opentaps
- Upgrading from opentaps 1.0 to opentaps 1.4
- Upgrading from opentaps 0.9 to opentaps 1.0
- Upgrading from opentaps 0.8 to opentaps 0.9
- Upgrading from ofbiz 3.x to opentaps 0.8
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.
