Editor's Notes
- #3: We will be skipping running the scheduler in the background and will be archiving the GL in between the topics we cover to make the demo easier to understand.
- #5: Point of Sale touch screen and mobile device support Customer Relationships communication management & automation, marketing campaigns, events, leads and opportunities, helpdesk Sales Sales funnels, Contracts, Project Management planning, tasks, time management, delegation, bugs/issues, monitoring Inventory warehouse, stock, deliveries, location of inventory Purchasing procurement, receiving Manufacturing production scheduling, raw materials handling Assets & Depreciation manage fixed assets, Accounting full double entry accounting system, budgets, check writing, Human Resources Timesheets, Expenses, Recruitment, Holiday Requests, Appraisals, Payroll Documents & Knowledge doc management, ideas.
- #6: 1. MAINTENANCE / MIGRATION SERVICES - You may be interested in theOpenERP Warranty- including maintenance and migration services. Pricing depends on the number of users (counted as those with logins) and the duration of the contract. Please tell us both, so that we can provide you an accurate quote. 2. KNOWLEDGE / SUPPORT SERVICES - Engagements of less than 1 month. You may be in this category if you are looking for Training, Bug Fixes, Installation Services, Migration Services, Proof of Concept work, or Prototyping. These sorts of engagements are generally meant to be small in budget and scope. We understand this, and offer Time and Materials services (offered at $150/hour) to meet these needs. 3. TRANSFORMATION / PROJECT SERVICES - Engagements of between 2-6 months. You may be in this category if you are looking for Requirements Studies, SystemsDesign, System Implementations, Custom Modules, and Business ProcessOptimization. These engagements are appropriate for organizations that are looking to createoptimized ERP implementations, that will deliver a high degree of ROI. The value ofour approach is that organizations can see quick and continuous progress and that implementation details can be incorporated into the project as they are discovered and solidified.
- #7: - Breadcrumbs for easier navigation - Direct Customer email to the customer from the invoice (link to the portal and a Paypal button) - Chatter section, direct messages and notifications to followers
- #8: Improved partner model
- #10: No external Accounting entries are created until invoices and payments are recorded
- #12: About our company and the products it sells
- #13: We order a product that is in stock
- #14: We deliver it
- #15: We validate the Invoice for it
- #16: We see the Journal Entries
- #17: We pay the Invoice
- #19: We see the Journal Entry for the payment
- #22: We order an item not in stock
- #24: A Purchase Order is created
- #25: We confirm the purchase order
- #26: We receive the product
- #27: We deliver the product
- #28: We validate the Invoice
- #29: We see the Journal Entry
- #30: We pay the Invoice
- #31: We see the Journal Entry
- #32: We validate the Invoice for the Purchase Order
- #33: We see the Journal Entry for the Invoice
- #34: We pay the Invoice
- #35: We see the Journal Entry for the Payment
- #37: Make sure these are set for all Customers
- #38: Make sure these are set for all Products
- #39: Now we add manufacturing, and concentrate on internal Accounting entries
- #40: Goods received is a clearing account/purchase contra account/unassigned AP Goods delivered is a clearing account/sales contra account/unassigned AR
- #41: We order a product that needs to be manufactured
- #42: The Delivery Order can not be processed
- #43: A Purchase Order is created
- #44: Confirmed
- #45: We receive the Product
- #46: We see the first stock accounting (internal accounting) entry
- #47: A Manufacturing Order is created
- #48: We consume the product
- #49: We see the second stock accounting entry
- #50: We inject the overhead
- #51: We see the third stock accounting entry
- #52: We complete the Manufacturing Order
- #53: We see the fourth stock accounting entry
- #54: We deliver the product
- #55: We see the fifth last stock accounting entry
- #65: This is the CSV we get from the Bank
- #66: Add some fields OpenERP needs
- #67: Reformat the date and the amount fields
- #69: After importing, we have draft payments
- #71: We search for and find the ones we want to confirm
- #72: We assign them the right partner and validate.
- #76: We validate the Invoice we want to apply the Payments to
- #77: We create a new Payment
- #78: The credits are correctly applied to the open invoice amount
- #80: The invoice is paid
- #82: We have shared several US Accounting modules
- #83: The Credit Card module transfers AP automatically to the Credit Card Company when paid
- #84: The Account Deposit module records advanced payments as liabilities
- #86: The Transaction History module centralizes access to all financial transactions
- #87: The Days 2 Pay module provides payable and receivable behavior statistics
- #88: The Aging module provides an interactive Aging
- #89: Track and forecast inventory
- #90: Please contact us with questions about the webinar, these slides or any of the modules.