Openobject features

Open ERP Features
Release 1.0
Tiny SPRL
2009-04-09

Open ERP Features, Release 1.0
CONTENTS 1
I Enterprise management 11
1 Sales Management 13
1.1 Keypoints: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.2 Integration beneﬁts: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2 Invoicing 15
2.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.2 Integration Beneﬁts: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3 Point of Sales 17
3.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
4 Purchases 19
4.1 Keypoints: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
5 Services Management 21
5.1 Key points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
5.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
II Logistic 23
6 Manufacturing 25
6.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
6.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
7 Product Pricelists 27
7.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
7.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
8 Quality Management 29

2 CONTENTS
8.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
8.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
9 Shipping Management 31
9.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
9.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
10 Warehouse Management 33
10.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
10.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
III Accounting and Finance 35
11 Accounting 37
11.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
11.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
12 Analytic Accounting 39
12.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
12.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
13 Assets Management 41
13.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
13.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
14 Bank interfaces 43
14.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
14.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
15 Budgets 45
15.1 Key-Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

CONTENTS 3
15.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
16 Payements Management 47
16.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
16.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
IV Human Resources 49
17 Expenses 51
17.1 Keypoints: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
17.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
18 Holidays Management 53
18.1 Key points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
18.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
19 PayRoll 55
19.1 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
20 Point of Sales 57
20.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
20.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
21 Skills Management 59
21.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
21.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
V CRM & SRM 61
22 Customer Relationship Management 63
22.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
22.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

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23 Direct Marketing 65
23.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
23.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
24 Mail Gateway 67
24.1 Key points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
24.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
25 Phone Calls 69
25.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
25.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
26 Portals 71
26.1 Key points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
26.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
VI Project Management 73
27 Financial Project Management 75
27.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
28 Operational Management 77
28.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
28.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
29 Timesheets 79
29.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
29.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
VII Daily Productivity 81
30 Calendars 83

CONTENTS 5
30.1 Key-points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
30.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
31 Getting Things Done 85
31.1 Key points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
31.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
32 Document Management System 87
32.1 Keypoints: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
32.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
33 Outlook / Thunderbird 89
33.1 Key points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
33.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
VIII Efﬁcient Communication 91
34 Alerts 93
34.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
34.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
35 Dashboards 95
35.1 Key points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
35.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
36 Webmail 97
36.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
36.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
37 Wiki Engine 99
37.1 Keypoints: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
37.2 Why you should use the Open ERP integrated wiki than a separate wiki system ? . . . . . . . . . . . 99

6 CONTENTS
37.3 To get more information: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
37.4 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
IX Business Process Management 101
38 Business Process Management 103
38.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
38.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
39 Workﬂow Engine 105
39.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
X Association Management 107
40 Events Organisation 109
40.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
40.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
41 Fund Raising 111
41.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
41.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
42 Membership 113
42.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
42.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
XI IT Tools 115
43 Bug Tracker 117
43.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
43.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
44 Scrum Methodology 119

CONTENTS 7
44.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
44.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
XII Fully customizable 121
45 Conﬁgurable Actions 123
45.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
45.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
46 Report Designer 125
46.1 Key points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
46.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
47 View Editor 127
47.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
48 Workﬂow Editor 129
48.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
XIII Ergonomy 131
49 Web Application Interface 133
49.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
49.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
50 Gantt Charts 135
50.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
50.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
51 Dynamic Graphs 137
51.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

8 CONTENTS
52 Integrated Documentations 139
52.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
52.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
XIV Flexibility 141
53 Module System 143
53.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
53.2 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
54 Web Services 145
54.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
XV eCommerce 147
55 Integrated E-commerce 149
55.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
55.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
56 Integrated Systems 151
56.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
56.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
57 EDI 153
57.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
57.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
XVI Business Intelligence 155
58 Olap Database 157
58.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
58.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

CONTENTS 9
59 Cube Designer 159
59.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
59.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
60 Cube Browser 161
60.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
60.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
XVII Miscelleanous Tools 163
61 Networks 165
61.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
61.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
62 Ideas Box 167
62.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
62.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
63 Lunch 169
63.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
64 VOIP 171
64.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
64.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
65 Verticalisations 173
XVIII Services 175
66 Auction 177
66.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
66.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

10 CONTENTS
67 Medical 179
67.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
67.2 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
XIX Public 181
68 Trainings Organisation 183
68.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
68.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
69 Chamber of commerce 185
69.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
69.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
XX Manufacturing 187
70 Food Industries 189
70.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
70.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
71 Book Stores 191
71.1 Key Points: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
71.3 Links: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
You will ﬁnd here a list of the most important features of Open ERP and Open Object. More than 350 modules are
available, so this is just a summary of some of them.

11
Part I
Enterprise management

13
CHAPTER
ONE
SALES MANAGEMENT
Sales modules allow you to manage and classify your sales orders on a structural and hierarchical system. It gives you
the ability to create new orders and to review the existing orders in their various states. Confirmation of an order can
triggers delivery of the goods, and invoicing timing is defined by a setting in each individual order.
1.1 Keypoints:
• Get all information needed by the salesman to do his quote in one screen
• Complete follow-up and control of sales orders, deliveries and invoicing
• Traceability of all customers operations
1.2 Integration benefits:
• Integrated with point of sales
• Automatic accounting (financial and analytic) entries creation,
• Integrated with contracts, projects, master production shedule,
• Integrated with different eCommerce platforms for online selling.
• Design templates of re-useable offers with the report designer
1.3 Links:
• Module: sale

14 Chapter 1. Sales Management

15
CHAPTER
TWO
INVOICING
Open ERP support lots of different logistics for the invoicing automation: from the sales orders, from costs (timesheets,
purchases, etc.), from tasks, from recurring subscriptions, etc.
2.1 Key Points:
• A powerful pricelist system
• A very useful follow-up module
2.2 Integration Benefits:
• No double encoding at all
• Automatic generation of invoices according to different workflows
• Integrated with analytic accounting for profitability
2.3 Links:
• Module: account

16 Chapter 2. Invoicing

17
CHAPTER
THREE
POINT OF SALES
Manage your point of sales directly with Open ERP. It allows you to easily manage all point of sales operations:
selling, stock, encashment, invoicing, etc.
3.1 Key Points:
• Very easy and complete touchscreen interface for end-users
• Multiple payments systems
• Support for direct invoicing
• Support for reimbursments and products exchanges
• 12 types of supported barcodes
• Integrated with stocks and accounting to avoid double entries
• Integrated with sales management
• Fully customizable
3.3 Links:
• Module: point_of_sale

18 Chapter 3. Point of Sales

19
CHAPTER
FOUR
PURCHASES
Purchase management enables you to track your supplier’s price quotations and convert them into Purchase Orders.
Open ERP has several methods of monitoring invoices and tracking the receipt of ordered goods.
You can handle partial deliveries in Open ERP, so you can keep track of items that are still to be delivered on your
orders, and you can issue reminders automatically.
Open ERP’s replenishment management rules enable the system to generate draft purchase orders automatically, or
you can conﬁgure it to run a lean process driven entirely by current production needs.
4.1 Keypoints:
• Purchase tender management,
• Integrates best practices: MTS / MTO, JIT, MPS, Kanban,
• Invoices, delivered products and services control.
• Automatic procurement propositions based on different logistics,
• Perfectly integrated with accounting, stock, manufacturing and project management.
4.3 Links:
• Module: purchase

20 Chapter 4. Purchases

21
CHAPTER
FIVE
SERVICES MANAGEMENT
Service management allows you to manage your company’s projects and tasks without any limitations. It provides
tools to manage multi-level sub-projects, control tasks from project manager, alert customers by e-mail for project
support, schedule and prioritize the tasks assigned, etc.
5.1 Key points:
• Specific menus for specific users according to their roles
• History of interventions for each task and project
• Schedule control
• Completely inetgrated to the cost accounting
• Automatic completion of timesheets
• Reports and dashboards incorporated
5.3 Links:
• Module: profile_service
•
• Module: profile_service

22 Chapter 5. Services Management

25
CHAPTER
SIX
MANUFACTURING
The manufacturing modules of Open ERP manage all the best-practices concerning manufacturing industries: multi-
level BoM and routings, JIT, different costs methods available, phantom BoMs, conﬁgurable products, workcenter
operations, integrates sales forecasts, etc. It supports several methods to automate productions or purchases proposi-
tions: MTS/MTO, Master Production Schedule, Minimum Stock Rules.
The scheduler will compute the best proposed planning according to the different constraints on products, customers,
orders or workcenters. The production manager will be able to use our gantt views to organise the different resources
or orders.
6.1 Key Points:
• Double-entry stock operations for a powerfull traceability,
• Support all best-practices and standards,
• Control costs and margins on orders, projects, products, partners,
• Easy to setup and run.
• Schedule on products, services, sub-contractings
• Integrated with accounting for automatic transactions
• Integrated to HR management to get the availability of resources
6.3 Links:
• Module : mrp
•
• Module: proﬁle_manufacturing

26 Chapter 6. Manufacturing

27
CHAPTER
SEVEN
PRODUCT PRICELISTS
Open ERP pricelists are extremely powerfull and easy to use. They allows you to efﬁciently manages promotions,
customers special prices, segmentations of customers contracts made with customers or suppliers, etc. You can set
ﬁxed prices or work by rules to auto-compute prices according to the cost, the date, the currency, the category of
product, etc.
7.1 Key Points:
• A powerful rule system to allows all kinds of automatic computations
• Easy or extended mode of work
• Manages long term and short term contracts and conditions
• Integrated with sales, point of sales, and end of campaign discounts
• Use them for costs or sales controls
7.3 Links:
• Module: product

28 Chapter 7. Product Pricelists

29
CHAPTER
EIGHT
QUALITY MANAGEMENT
Open ERP provides a module to manage the quality of your products or your services. The ‘repairs management’
module allows to organise after-sales services.
8.1 Key Points:
• Complete after-sales services integrated
• Traceability of all operations
• Integrated with cost accounting for cost control of the quality
• Integrated with stocks to organise repairs and traceability
8.3 Links:
• Module: base_module_quality

30 Chapter 8. Quality Management

31
CHAPTER
NINE
SHIPPING MANAGEMENT
The Open ERP warehouse management system provides lots of tools to organise efﬁciently your customer or suppliers
shippings.
9.1 Key Points:
• Dynamic gantt or calendar views for planiﬁcation
• Allows to manage by journal or department
• Good ergonomy for fast encoding
• Deliveries costs and orders are computed automatically
• Automatic invoicing based on deliveries
• Integrated with the quality management system
9.3 Links:
Module:

32 Chapter 9. Shipping Management

33
CHAPTER
TEN
WAREHOUSE MANAGEMENT
This module provides functionality to manage multi-warehouses, multi and structured stock locations. For each ware-
house, input location, output location and stock location can be deﬁned.
10.1 Key Points:
• Easily create multi-warehouses with locations.
• Thanks to the double entry management, the inventory controlling is powerful and ﬂexible (moves his-
tory and planning, stock valuation, robustness faced with Inventory differences, automatic reordering
rules, bar code supported, rapid detection of mistakes through double entry system, traceability, ...)
• Keep track of stock moves bewteen warehouses (from where goods are coming in and going out).
• Integrated with stock module.
10.3 Links:
• Module: stock

34 Chapter 10. Warehouse Management

35
Part III
Accounting and Finance

37
CHAPTER
ELEVEN
ACCOUNTING
Open ERP porvides a fully integrated accounting module than cover financial accounting, analytic accounting, third
party management, taxes management, budgets, assets, etc. Open ERP has more than 50 extra modules for specific
accounting features: electronic bank transfers, assets management, automatic invoicing, analytic controls, financial
indicators, statements management, etc.
11.1 Key Points:
• Multi-company, multi-currencies, multi analytic axes,
• Real-time consolidation of multiple charts of accounts,
• Very good ergonomy for fast encoding of entries and invoices,
• An integrated analytic/cost accounting,
• Lots of customizables reports.
• Avoid re-encoding everything, all documents are pre-generated,
• Accountants decisions may have impact on the whole system,
• Cross reporting with others modules.
11.3 Links:
•
• Module: accounting

38 Chapter 11. Accounting

39
CHAPTER
TWELVE
ANALYTIC ACCOUNTING
The analytic accounting is the core of all management modules of Open ERP. It is perfectly integrated with all opera-
tions that have a (direct or indirect) cost or revenue. As an example, for services companies, the analytic accounting is
used as the ﬁnancial part of project management.
As all tools are integrated, it gives you a full control and automatisation of your company:
• Plannings are integrated with budgets,
• Project management is integrated with contracts and affairs managmeent, etc.
12.1 Key Points:
• Work with one or multiple analytic plans,
• About 40+ modules available to integrate best management practices,
• Nearly all transactions are automated to simplify encodings, etc.
Fully integrated to all modules of Open ERP, here are the main onces:
• Timesheets or tasks are analytic costs on projects,
• Manufacturing operation reports costs on cost centers,
• Sales, purchases and invoices are also costs on analytic accounts,
• Holidays, expenses tracking, etc.
12.3 Links:
• Module: account_analytic_default

40 Chapter 12. Analytic Accounting

41
CHAPTER
THIRTEEN
ASSETS MANAGEMENT
For businesses from foundries to pharmaceuticals, tracking a complex fixed asset inventory becomes really easy with
Open ERP. Having a good fixed asset module will make you avoid loosing millions of dollars each year in tax over-
payment, regulatory non-compliance, and inefficiency.
Manages your assets easily with Open ERP. This module is fully integrated to the financial and analytic accounting
modules for a maximum of power.
13.1 Key Points:
• Different methods of costing,
• IFRS compliant,
• Fully integrated to the financial an analytic accouting modules
• Track changes on asset from any document in Open ERP
13.3 Links:
• Modules: account_asset

42 Chapter 13. Assets Management

43
CHAPTER
FOURTEEN
BANK INTERFACES
Open ERP support electronic banking and invoicing through different modules. It allows you to communicate auto-
matically with banks to send payment orders and receive bank statements automatically.
It currently supports CODA (Belgium+Luxemburg), SEPA (New European Standard), BVR/V11/DTA (Switzerland),
Check printing (US), EDI (with SAP).
14.1 Key Points:
• Payment preparation system (advances, prioritizes, treasury management),
• Automatic reconciliation of entries
• Fully integrated with accouting so that you never have to encode anything,
• It prepares the propositions of payments according to purchases, sales, invoices, etc.
• Visibility of payments from any module: CRM, sales management, etc.
14.3 Links:
• Module: account_coda, account_coda_2_1_d

44 Chapter 14. Bank interfaces

45
CHAPTER
FIFTEEN
BUDGETS
The Open ERP budgets module allows you to manage financial and analytic budgets. You can manage the same
budgets from three different points of views, according to the user role:
• Accountant: work on master and consolidated budget
• Project manager: work on analytic budgets on his projects
• Department manager: get a consolidated view on budget positions
15.1 Key-Points:
• Workflows on budgets (ex: a budget must be validated before launching a project),
• Three different points of view on the same budgets
• Analytic and financial budgets integration
• Mulitple axes
• Integrated to purchases, sales, timesheets and expenses notes
• Analytic budgets are integrated to the project management module
15.3 Links:
• Module: account_budget

46 Chapter 15. Budgets

47
CHAPTER
SIXTEEN
PAYEMENTS MANAGEMENT
As to help you to manage your treasury and your payments to suppliers, Open ERP provides tools to help you on the
preparation of payments. They support workﬂows so that you can assign different responsibilities in the process.
16.1 Key Points:
• Different roles for encoding payments, approving payments and sending to bank
• Manage your treasury accross your different bank accounts
• Multi-Currency management facilities
• Support electronic bank formats and check printing
• Fully integrated with the accounting system to avoid double encoding,
• Import and automatic reconciliation when encoding bank statements.
16.3 Links:
• Modules: account_payment

48 Chapter 16. Payements Management

51
CHAPTER
SEVENTEEN
EXPENSES
This module allows you to manage your company’s daily expenses. It gives you access to your employees’s notes fees
and give you the right to complete and validate the notes of a period or to refuse them. After validation it creates an
invoice for the employee.
Employee can encode their own expenses and the validation flow puts it automatically in the accounting after validation
of managers.
17.1 Keypoints:
• Customisable workflow
• Validation system included
• Allows you to re-invoice expenses to your clients
• Integrated with financial and analytic accouting for costs control
17.3 Links:
• Module: hr_expense

52 Chapter 17. Expenses

53
CHAPTER
EIGHTEEN
HOLIDAYS MANAGEMENT
This module’s main task is to control the holiday’s schedule of your company. It allow employees to requests holi-
days. Then, managers can review requests for holiday, and control the overall holiday’s planning for the company or
departement.
18.1 Key points:
• Customisable workﬂow for validation
• Support all kinds of leaves (sickness, holidays, paid days, ...)
• Calendar view
• Integrated to the company calendar
• Integrated with the payroll system for automatic computation
18.3 Links:
• Module: hr_holidays

54 Chapter 18. Holidays Management

55
CHAPTER
NINETEEN
PAYROLL
This module is still under development...
19.1 Links:
• Module: payroll

56 Chapter 19. PayRoll

57
CHAPTER
TWENTY
POINT OF SALES
Manage your point of sales directly with Open ERP. It allows you to easily manage all point of sales operations:
selling, stock, encashment, invoicing, etc.
20.1 Key Points:
• Very easy and complete touchscreen interface for end-users
• Multiple payments systems
• Support for direct invoicing
• Support for reimbursments and products exchanges
• 12 types of supported barcodes
• Integrated with stocks and accounting to avoid double entries
• Integrated with sales management
• Fully customizable
20.3 Links:
• Module: point_of_sale

58 Chapter 20. Point of Sales

59
CHAPTER
TWENTYONE
SKILLS MANAGEMENT
Open ERP provides about 20 modules related to human resources management. Some modules will allow you to
manage the skills of your employees, you can relate these to the periodical evaluation or the contract.
21.1 Key Points:
• Unique skill referential
• Ability to perform computations on skills
• Integrated with periodical evaluations
• You can use the portal so that employees can consult their datas
21.3 Links:
• Module: hr_skill

60 Chapter 21. Skills Management

63
CHAPTER
TWENTYTWO
CUSTOMER RELATIONSHIP
MANAGEMENT
The generic Open ERP Customer Relationship Management system enables a group of people to intelligently and
efficiently manage leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc. It manages key tasks such
as communication, identification, prioritization, assignment, resolution and notification.
Open ERP ensures that all cases are successfully tracked by users, customers and suppliers. It can automatically send
reminders, escalate the request, trigger specific methods and lots of others actions based on your enterprise own rules.
22.1 Key Points:
• Automatic incoming and outgoing email processing using the mail gateway,
• A generic and fully customizable system,
• A configuration wizard to help you setup it as per your requirements.
• Integrated with the enterprise calendars,
• Integrated with sales, purchases and after-sales services,
• Get your enterprise processes running through workflows.
22.3 Links:
• Module: crm

64 Chapter 22. Customer Relationship Management

65
CHAPTER
TWENTYTHREE
DIRECT MARKETING
The direct marketing modules manages and automatizes the development, execution and monitoring of campaigns
across multiple channels. It provides tools to manage offers, campaigns, steps, workflows, etc. The report composition
engine allows you to create bulk documents.
23.1 Key Points:
• Multi-channel: email, sms, paper, phone.
• Barcode support for paper propositions,
• Configurable Workflows,
• Offers management,
• Complete statistics and dashboards,
• Fast orders encoding.
• Integrated with analytic accounting for cost control
• Integrated with helpdesk and after-sales services
• Automatic procurements (purchases, production) on campaigns
• Integrated with sales and CRM modules
23.3 Links:
• Module: profile_dm, dm

66 Chapter 23. Direct Marketing

67
CHAPTER
TWENTYFOUR
MAIL GATEWAY
E-mail gateways can automatize and update cases in the CRM via e-mails. Users can create, assign or update cases to
the CRM simply by sending or receiving e-mails without going into OpenERP interface. This module is a very useful
tool to manage all from generic e-mails from the company (info, sales, support,...) and is dedicated to allow users to
assign cases.
24.1 Key points:
• Compatible with most of mail clients and servers.
• Mails are automatically classiﬁed by the system
• Multi Users
• Totally integrated to the CRM modules
24.3 Links:
• Module:

68 Chapter 24. Mail Gateway

69
CHAPTER
TWENTYFIVE
PHONE CALLS
Open ERP provides tools to organise phone campaigns. You can configure different workflows for the operator. It’s
fully integrated with the CRM so that you can use relationship management facilities: segmentations of customers,
automated rules, escalation of cases, transform phone calls to opportunities, questionnaires, etc.
25.1 Key Points:
• Rules on: held, not held, multiple temptatives, questionaires,
• Segmentation tools to help you select and filter on prospects,
• Multiple phone operators allocation,
• Statistics on results, efficiency of campaigns and productivity.
• Integrated with email marketing campaigns and segmentation tools
• Integrated with direct marketing modules
25.3 Links:
• Module:

70 Chapter 25. Phone Calls

71
CHAPTER
TWENTYSIX
PORTALS
The portal modules allows you to provide accesses on your system to customers or suppliers. Show only a part of
your OpenERP application without developing all modules of your system. It is a useful module to allow customers,
partners, suppliers, ... to use your system for particular tasks.
26.1 Key points:
• Rights management included to the portal
• All functionalities of OpenERP can be included into your portail
• Allow your collaborators to manage your system directly and safely
• Every OpenERP feature can be included into your portail
• Integrated with analytic account management system
26.3 Links:
• Module: portal

72 Chapter 26. Portals

75
CHAPTER
TWENTYSEVEN
FINANCIAL PROJECT MANAGEMENT
Open ERP intagrates financial project management allowing you to stay in control of your different activities. It keep
track of costs, budgets, automatic invoicing based on tasks achieved, profitability reports, etc.
27.1 Key Points:
• Based on the analytic accounting
• Fully integrated with human resources for cost control
• Planning automatically impacts budgets and treasury
• Tasks and timesheets are fully integrated
• Sales orders and tasks control are integrated
Links:
• Module : profile_accounting
• Module: example

76 Chapter 27. Financial Project Management

77
CHAPTER
TWENTYEIGHT
OPERATIONAL MANAGEMENT
Open ERP integrates a powerful multi-level project management system. It allows to manages tasks allocation, short
and long term plannings, delegations, etc. It’s fully integrated with sales or purchases.
28.1 Key Points:
• Dynamic Gantt view to organise projects and tasks
• Retro-Planning computations
• Integrates best practices: GTD, Scrum
• Integrated with analytic accounting for ﬁnancial part
• Integrated with sales and invoicing to automates tasks
• Integrated with HR modules for the organisation of the resources
28.3 Links:
• Module: project

78 Chapter 28. Operational Management

79
CHAPTER
TWENTYNINE
TIMESHEETS
The timesheet system allows you to record time spent by employees on projects or activities. Its integration with the
analtic accounting allows you to manage bugdets, plannings, costs and reinvoicing of human resources.
Different working methods are provided according to the need:
• Sign in/out by projects
• Simple timesheet encoding
• Full timesheet integrated with attendances and validation process by manager
29.1 Key Points:
• Fast encoding of activities on tasks or globally
• Easy and fast project selection, supporting alerts
• Fully customizable workﬂow
• Multi unit of measure: hours, days, weeks.
• Integrated with analytic accounting for cost control of employee’s time on projects
• Accouting integration to reinvoice based on time spent automatically
• Integrated with tasks from project management, calendar for meetings
• Integrated with attendances tracking system to spread worked time on projects
29.3 Links:
• Module: hr_timesheet

80 Chapter 29. Timesheets

81
Part VII
Daily Productivity

83
CHAPTER
THIRTY
CALENDARS
This module allows you to get a quick overview of your enterprise calendar. You can link your calendars with lots of
other modules: timesheet, project management, tasks, meetings, opportunities, .... Filtering datas upon a large among
of criterias will bring you directly to what you are looking for.
30.1 Key-points:
• Multi-users, company, group
• Powerfull search and ﬁlter options
• All management objects can be viewed as a calendar
• Linked to all hierarchical company system (overall company, departement, users, ...)
30.3 Links:
• Module: calendar

84 Chapter 30. Calendars

85
CHAPTER
THIRTYONE
GETTING THINGS DONE
This module implement David Allen’s methodology: “Getting Things Done”. It provides tools to help each user
organise their time and tasks efﬁciently. GTD rests on the principle that a person needs to move tasks out of the mind
by recording them externally. That way, the mind is freed from the job of remembering everything that needs to be
done, and can concentrate on actually performing those tasks.
31.1 Key points:
• Implements: contexts, timeboxes, inbox, etc.
• Provide a tool to help you run all concept of the methodology in Open ERP
• Completely integrated to service and project management
• Integrated with timesheet to control the cost of the time
31.3 Links:
• Module: project_gtd

86 Chapter 31. Getting Things Done

87
CHAPTER
THIRTYTWO
DOCUMENT MANAGEMENT SYSTEM
The document management system allows you to store, classify, and search your enterprise’s documents. This module
provides an FTP access to all your ERP’s resources. For a dynamic and efficient classification, the folders structure is
provided by other objects. It is very useful to track documents related to projects, products, sales, contracts, etc.
32.1 Keypoints:
• FTP Access for authenticated users,
• Automatic indexation of PDF, DOC, ODT, SXW, TXT.
• Virtual files and folders to automate any kind of document generation
• Stores automatically ERP reports
• Automatic classification of resources
• Shared access rights for DMS and ERP
• Store emails with outlook Plugin
32.3 Links:
• Module: document

88 Chapter 32. Document Management System

89
CHAPTER
THIRTYTHREE
OUTLOOK / THUNDERBIRD
This plugin connects Outlook/Thunderbird with important CRM data to ensure information is coordinated and shared
across the company. With a few simple clicks, users can ﬁle Outlook/Thunderbird email, contacts and calendar
information into various OpenERP modules, including Accounts, Opportunities, Leads, Cases, Contacts and more.
33.1 Key points:
• Link between e-mail and list of partners,
• Conﬁgure messages on partners, products, etc.
• Possibility of creating a partner directly from an e-mail adress
33.3 Links:
•

90 Chapter 33. Outlook / Thunderbird

91
Part VIII
Efﬁcient Communication

93
CHAPTER
THIRTYFOUR
ALERTS
Open ERP has an integrated alert/warning system. You can configure alerts on any step of any operation. The end-user
will receive alerts on different events. We can trigger alerts on the screen or through the internal requests system. It
allows to show the right information at the right time for each user. It also simplify a lot the communication between
the different employees of a same company.
34.1 Key Points:
• Pre-configured warning module,
• Configure messages on partners, products, etc.
• Fully customizable.
• The same alert can be triggered from different operations: sales, invoices, stock deliveries.
• The alert system is a generic concept that can be used in any module.
34.3 Links:
•
• Module: warning

94 Chapter 34. Alerts

95
CHAPTER
THIRTYFIVE
DASHBOARDS
Dashboards give you an overview of all the informations that is important to you on a single page. The menu gives
you access to predeﬁned boards for Accounting, Production and Project Management.
Unlike most other ERP systems and classic statistically-based systems, Open ERP lets dashboards be provided to all
of the system’s users, and not just to directors and accountants.
35.1 Key points:
• Dashboards are dynamic, which enables you to easily navigate around the whole information base.
• Dashboards are adaptable to the needs of each user and each company.
• Users can each have their own dashboard to enable them to manage their own work efﬁcently.
35.3 Links:
• Module : board
•

96 Chapter 35. Dashboards

97
CHAPTER
THIRTYSIX
WEBMAIL
Open Object integrates a full featured webmail. It allows people to work, manage and read email through a single
interface containing all services of the company. It’s a fully integrated system, with a drag and drop ergonomy and full
use of Ajax to faster the application.
This is the very first extensible webmail system ever made. With the Open Object view designer, you can customize
every interface to fullfill your specific needs and improve your productivity.
<a target=”_blank” href=”../images/webmail_screenshot.png”><img src=”../images_small/webmail_screenshot.png”
class=”screenshot” /></a>
36.1 Key Points:
• Support for POP, IMAP and SMTP
• Connects automatically on your existing accounts
• Attach files, report from Open ERP or documents from the DMS.
• Link any document of the system in your emails (sales order to confirm, documents from the project manage-
ment, etc.)
• Use the object and view designer to extend the email interface to customize according to your needs.
• A single point of access rights management.
36.3 Links:
• Module: webmail

98 Chapter 36. Webmail

99
CHAPTER
THIRTYSEVEN
WIKI ENGINE
The Open ERP wiki allows you to manage your enterprise’s contents using wiki restructured texts. This module
provides a collaborative way to manage internal FAQs, quality manuals, technical references, etc.
37.1 Keypoints:
• Same formating style than MediaWiki,
• Any number of wiki groups for different purposes,
• Detailed history on all pages,
• Integrated with the document management system.
37.2 Why you should use the Open ERP integrated wiki than a sepa-
rate wiki system ?
• Allows links to any document of the system,
• Uses the access controls of Open ERP for unique access rights management,
• Use it to describe projects, tasks, products,
• Integrated with customers portal to provide restricted external accesses,
• Linked to users processes for quality manuals.
37.3 To get more information:
• Basic Wiki Editing
• Wiki Documentation
• The Open ERP website
37.4 Links:
• Modules: wiki

100 Chapter 37. Wiki Engine

101
Part IX
Business Process Management

103
CHAPTER
THIRTYEIGHT
BUSINESS PROCESS MANAGEMENT
Open ERP supports technical workﬂow and also end-users processes. It provides an easy and visual way to manage
the different processes of your business and to improve your quality manual.
38.1 Key Points:
• Integrated process designer to customize or integrate your methodology,
• Help the user to understand the globality of the company,
• Integrated to the document management system to provide samples of documents at any step
• Integrated with workﬂow to evolve in real time according to the reported document
38.3 Links:
• Modules: process

104 Chapter 38. Business Process Management

105
CHAPTER
THIRTYNINE
WORKFLOW ENGINE
The complete logic of all documents is managed through the powerful workflow engine of Open ERP. This system
allows to be very flexible and adapt the way the application is running to your own specific need.
39.1 Key Points:
• Subflow management
• Event-Trigger system
• Adapt workflows using the workflow editor
• Integrated with end-users processes
• Allows to modify the logic of all the modules without development
• Server actions interface

106 Chapter 39. Workﬂow Engine

107
Part X
Association Management

109
CHAPTER
FORTY
EVENTS ORGANISATION
The event module allows you efficiently organise events and all related tasks: planification, registration tracking,
invoicing, attendances, getting the payments, etc. It is completely integrated with the CRM and accounting modules.
You can also use the mail gateway to get information requests or registrations directly by email.
40.1 Key Points:
• calendar view and customer portal to make online registrations,
• emails integration to automaticly confirm and send acknowledgements for any registration to an event,
• automatic invoicing based on registrations.
• Integrated to the project management module for retro-planning of tasks,
• Integrated to the CRM to sell to track customers and opportunities or invite them the events,
• Automatic invoicing through the accounting modules.
40.3 Links:
• Modules: event

110 Chapter 40. Events Organisation

111
CHAPTER
FORTYONE
FUND RAISING
The fund raising module allows you to manage your fund raising operations. From the searching of investors/donors,
to the tracking on how the money is used accross your different projects and resources.
41.1 Key Points:
• Independent or part of the association management module,
• Pre-conﬁgured and easy to start with,
• Lots of dashboards and reporting available.
• Fully integrated with CRM tools: automatic segmentation, report designer, campaign management, email gate-
way, etc.
• Integrated with analytic accounting to track how the money is used.
41.3 Links:
• Module: crm_conﬁguration

112 Chapter 41. Fund Raising

113
CHAPTER
FORTYTWO
MEMBERSHIP
The membership module allows associations to manage their members. From the search of new members to the
periodical invoicing of current members. It’s linked to the portal module to allow you to provide online access to
members on your system: calendar of events, current projects, members lists, etc.
42.1 Key Points:
• Free members, fixed price, associated members, price management.
• Automatic invoicing and propositions
• Configurable workflow
• Integrated with accounting for membership invoicing
• Integrated to pricelists to provide specific prices for members
• Integrated with portal to provide access to members
42.3 Links:
• Module: membership

114 Chapter 42. Membership

117
CHAPTER
FORTYTHREE
BUG TRACKER
The Open ERP bug tracker allows you to manage bugs and features requests. It manages the different revisions,
milestones, status of bugs, link bugs to tasks in the project management module, etc.
43.1 Key Points:
• Email Integration (send mail to open bugs)
• Conﬁgurable rules to automate actions
• Powerfull dashboards
• Multi-Projects
• Integrated with the Wiki (to manage bugs like the Trac software)
• Integrated with timesheets for costs and time control
• Linked to project management for ﬁxes organizing and planning
• Link bugs to others resources like sales, claims, products, etc.
43.3 Links:
• Module: crm

118 Chapter 43. Bug Tracker

119
CHAPTER
FORTYFOUR
SCRUM METHODOLOGY
This modules implements all concepts deﬁned by the scrum project management methodology for IT companies:
projects with sprints, product owner, scrum master, sprints reviews, daily meetings, feedbacks, product backlog, sprint
backlog, etc.
The scrum module allows to easily manage long-term roadmaps, frequent evaluation of works, customers interaction,
etc. It provides interresting reports like the burndown chart. The scrum methodology is used by Microsoft and Google
to manages all their new products.
44.1 Key Points:
• All scrum concepts implemented
• Helps you to keep into control of your development project
• Integrated with project management to manage scrum and non-scrum projects at a central place
• Integrated with gantt and calendar views
44.3 Links:
• Module: scrum
•
• Module:

120 Chapter 44. Scrum Methodology

121
Part XII
Fully customizable

123
CHAPTER
FORTYFIVE
CONFIGURABLE ACTIONS
The Open Object engine allows you to customize all actions of the system in a few clicks. You can easily define new
objects, modify workflows, change the result of actions, open new windows or reports, etc.
45.1 Key Points:
• Full customization of every part of the software without development
• Integrated with the module recorder to save your customization
• Triggers actions from anywhere: workflows, views, buttons, etc.
• Use workflow and view designer to adapt screens according to your requirements
45.3 Links:
• Module : base
•

124 Chapter 45. Conﬁgurable Actions

125
CHAPTER
FORTYSIX
REPORT DESIGNER
This plugin connects Open Office with OpenERP to ensure that useful informations are coordinated and shared across
the company. With a few simple clicks, users can open reports and lists in an Open Office document and modify it
from their favorite document application. It can be included into various OpenERP modules, including : Accounts,
Opportunities, Leads, Cases, Contacts and more.
46.1 Key points:
• Link between users and open office documents on mailings
• Creation and designing of reports from Open Office
• Easy to install and use
• Allows to easily customize all existing documents of Open ERP
• Create new documents and save them as modules to easily deploy and distribute
• Automates all your frequent document composition
• Integrated to marketing campaigns management
46.3 Links:
• Module: base_report_designer

126 Chapter 46. Report Designer

127
CHAPTER
FORTYSEVEN
VIEW EDITOR
The Open ERP view editor allows you to design and adapt all screens of the application to your specific need. You
can modify the look or add/remove new fields in a few seconds.
47.1 Key Points:
• Modify views but also the object structure
• Works with inheritance of views to not change official version
• Ability to save all modification in a reuseable module
• This customization tool works on all modules

128 Chapter 47. View Editor

129
CHAPTER
FORTYEIGHT
WORKFLOW EDITOR
As part of the integrated Business Process Management engine of Open ERP, the workflow editor allows you to change
the logic of all document processing to adapt it to your enterprise needs. The flexibility of this system will allow your
software to evolves with your company needs as a daily basis.
You can triggers actions on any activity of the workflow: sending email/SMS, printing reports, computing values or
modificating objects, triggers others workflows, call external services, etc.
48.1 Key Points:
• Automatic migrations on new versions with the Open Object smart migration technology
• Drag and drop graph editor to simplify user interface
• Allows you to adapt the logic of all processus of existing modules
• Integrated with user friendly processes and documentations

130 Chapter 48. Workﬂow Editor

133
CHAPTER
FORTYNINE
WEB APPLICATION INTERFACE
Open ERP provides a full Ajax, web 2.0 web client allowing amongst others, drag&drop, Gantt graph, editable pro-
cesses, etc. The web interface allows remote access and an easy deployment of the client
49.1 Key Points:
• Support lots of different views: gantt, calendars, processes, etc.
• Template engine to customize the look and feel and adapt to your corporate identity
• Extremely user-friendly: drag & drop, ajax enabled, dynamic graphs,
• Fast and Ajax enabled
• All modules developped on Open ERP works directly on the web and application interface.
• No need to restart the server to add new features
49.3 Links:
•

134 Chapter 49. Web Application Interface

135
CHAPTER
FIFTY
GANTT CHARTS
Every object of the system can be view as a dynamic gantt chart for an easy management of the resources and their
planification. You can organise your resources using drag and drop in the timeline or between different consolidations.
50.1 Key Points:
• Browse at the resource or at the consolidation level
• Fully support drag & drop horizontal (time) or vertical (across resources)
• Support filters and efficient zoom in or out
• Supply chains organizing and planning
• Streamline manufacturing operations and work at the workcenter consolidation level
• Easily plan resources on your projects and detect bottlenecks
50.3 Links:
• Module:

136 Chapter 50. Gantt Charts

137
CHAPTER
FIFTYONE
DYNAMIC GRAPHS
Open ERP provides nice graphic reports to provide the right information to the user according to the context. All
graphs and dashboards in Open ERP are fully dynamic, you can click on any part of the graph, drag and drop in
dashboards, switch to calendar or gantt views, etc.
With Open ERP, powerfull reporting are not only dedicated to managers, but to any user of the system. Uses the 200+
reports to satisfy every employee’s need and improve their performance by providing them the right information.
51.1 Key Points:
• 6 Views on all objects: list, form, graph, calendar, gantt, process
• A good ergonomy, fully Ajax, clickable and drag and drop enabled,
• All graphs are fully customizable using the view designer.
All Open ERP document may be seen as a graph, gantt, process or calendar view. Here are a few examples: manage
manufacturing chains with gantt, calendar of consolidated CRM events, customized dashboard for managers, planning
of deliveries, etc.
Links
• Modules:

138 Chapter 51. Dynamic Graphs

139
CHAPTER
FIFTYTWO
INTEGRATED DOCUMENTATIONS
Open ERP is the most documented enterprise management software in the world. Our books are Amazon best-sellers
for all computer software categories and all management related categories. They not only covers how to use the
software but also integrates best-practices and how to apply them in your enterprise with the help of Open ERP.
All these documentation are provided online and linked to any screen of the software so that it can efficiently help all
your users to work efficiently with the software.
52.1 Key Points:
• Books are integrated in Open ERP for contextual help
• Documentations for users, integrator, developpers and the community
• Covers main modules of Open ERP and how they fit together
52.3 Links:
•

140 Chapter 52. Integrated Documentations

143
CHAPTER
FIFTYTHREE
MODULE SYSTEM
Open ERP (and the Open Object framework) is probably the most advanced and flexible framework in the world. All
features of Open ERP are packaged as independant module, allowing you to install only a few or a bunch of them.
They are able to work independently and, if installed together, they perfectly integrates themselves to automate all
tasks and avoid duplications of data.
You can also generate your own module without any line of development, using our customization tools: workflow
editor, object editor, view designer, report designer, BI reports, customizable actions, etc. All customisations made on
the server can be saved as a module to easily deploy, redistribute and share.
53.1 Key Points:
• Integrated ORM, Workflow Engine, BPM, BI,
• Model View Control with lots of available views,
• A very fast engine.
53.2 Links:
• <a href=”http://openobject.com“>List of modules</a>

144 Chapter 53. Module System

145
CHAPTER
FIFTYFOUR
WEB SERVICES
Every object or service of the application is accessible through different web-services standard: XML-RPC, XML-
RPC over HTTPS or Python NET-RPC for faster accesses. It allows you to easily integrate any application or machine
to the Open ERP server for a maximum of productivity.
54.1 Key Points:
• XML-RPC is accessible on any language: .NET, Java, PHP, etc.
• Three different protocols supported
• HTTPS support
• By default on every object of the system
This ﬂexible technology allows us to propose you automatic synchronisation modules for most common open source
software: ecommerces, mails, mobile phones, synchronisation of datas, etc...

146 Chapter 54. Web Services

149
CHAPTER
FIFTYFIVE
INTEGRATED E-COMMERCE
Open ERP provides modules to synchronise automatically with all main open source eCommerce systems: OSCom-
merce, eZpublish, Magento, Joomla. It allows you to streamline and automate the sales process, from the online order
to the delivery and the invoicing.
In order to beneﬁt from all the power of Open ERP (pricelists management, complex taxes, warehouse integration,
etc.), you can also use our own eCommerce system that automatically plugs in an existing website. Add a few lines of
HTML in your website and Open ERP turns it as a full featured eCommerce platform.
55.1 Key Points:
• Portal access for customers to manage their accounts and orders,
• Integrated with most popular eCommerce or builtin existing module
• Streamline your sales process, from the website to the delivery
• Effective stock visibility and customer special prices computations
• Take beneﬁt of marketing campaigns and CRM integration to increase your sales
55.3 Links:
• Module: ecommerce

150 Chapter 55. Integrated E-commerce

151
CHAPTER
FIFTYSIX
INTEGRATED SYSTEMS
Introduction two or three lines.
56.1 Key Points:
• Key point 1
• Key point 2
• Integration 1
• Integration 2
56.3 Links:
• Module

152 Chapter 56. Integrated Systems

153
CHAPTER
FIFTYSEVEN
EDI
The Open Object framework provides lots of tools to help you synchronise your databases or import new data in Open
ERP. Tools dedicated to some software (ecommerce, crm, etc.) are also provided. The EDI module allows you to
synchronise orders and deliveries with you suppliers and customers.
It is used to synchronise Open ERP with SAP in distributions and food industries companies.
57.1 Key Points:
• Operationnal in a few clicks
On module to synchronise different documents:
• Sales orders, purchases, deliveries, etc.
57.3 Links:
• Module : edi

154 Chapter 57. EDI

155
Part XVI
Business Intelligence

157
CHAPTER
FIFTYEIGHT
OLAP DATABASE
The Olap module of Open ERP support a full featured hybrid OLAP database that can connect on any kind of relational
database to perform multi-dimensional analysis. Open Object supports MDX queries performed through one of the
web-services provided by Open Object.
58.1 Key Points:
• Design schema in a few minutes with the cube designer
• Use the cube browse or the CLI client to analyse the results
• Open ERP modules have pre-conﬁgured schema to help start analysing your data directly
• You can perform queries from Open ERP or from any other software
58.3 Links:
• Module : olap
•

158 Chapter 58. Olap Database

159
CHAPTER
FIFTYNINE
CUBE DESIGNER
The business intelligence cube designer allows you to customize cubes on any kind of databases (Oracle, MySQL,
PostgreSQL, etc.) The user friendly cube designer will help you to design full schema in a few minutes.
59.1 Key Points:
• Detect every structure automatically by introspection,
• Support an application dictionary to auto-configure setups,
• You can get a full Business Intelligence suite up and running in 5 minutes,
• Lots of pre-configured dimensions and measures supported,
• Get reports on all applications from a central control center.
• The Open ERP schema is pre-configured, no need to define a cube,
• The cube browser will allow end-users to navigate into any query,
• Every document of Open ERP can raise a cube browser for analysis.
59.3 Links:
•

160 Chapter 59. Cube Designer

161
CHAPTER
SIXTY
CUBE BROWSER
The Business Intelligence cube browser allows end-users to easily navigate through the informations and statistics of
the company and design their customized reports in a few drag & drop. You can consolidate, drill up, drill down, slice,
filter data to benefit from a very user-friendly report interface.
The power of Business Intelligence becomes available to all users of the system to extract the exact informations
needed from any screen. It is also able to analyse others databases, to allow you to consolidate data in one single user
interface.
60.1 Key Points:
• User-friendly: drag & drop, easy to use, pre-configured.
• Complete: slice, filter, drill up, drill down, relate, etc.
• Analysis in real time.
• Use the powerfull Business Intelligence engine to report on all modules,
• Schema for Open ERP modules are already pre-configured,
• Respect Open ERP access rights to simplify configuration.
60.3 Links:
•

162 Chapter 60. Cube Browser

163
Part XVII
Miscelleanous Tools

165
CHAPTER
SIXTYONE
NETWORKS
Open ERP has modules to help you to manage and maintain your IT infrastructure. You can manage your softwares,
licences, hardwares, waranties and control interventions on the different components. Each components can be linked
together to design your network infrastructure.
61.1 Key Points:
• Manages networks, hardwares and softwares
• Track changes and interventions on components
• Install the module in three clicks
• Access controls related to users rights
61.3 Links:
• Modules: network

166 Chapter 61. Networks

167
CHAPTER
SIXTYTWO
IDEAS BOX
Sometimes the smallest modules are the most usefull ones. The “ideas” module has been developped in 3 hours. It
allows employees to suggest ideas, sorted in different boxes or subjects. Then, people can rate the proposed ideas and
discuss on the different points.
62.1 Key Points:
• Very simple module to track employees’ ideas,
• A workﬂow allows to track ideas efﬁciently,
• A discussion system on ideas,
• A rating system.
• Integrated with the wiki to easily describe ideas
62.3 Links:
• Module: idea

168 Chapter 62. Ideas Box

169
CHAPTER
SIXTYTHREE
LUNCH
Open ERP has lots of modules to simplify and automate your daily activities. The lunch module allows to track
employee orders for lunch time, their preferences, the cost of their lunch, etc. It automatically prepares orders for the
suppliers and manages employees preferences.
63.1 Key Points:
• Cost control and amount due per employee if they have to pay their lunch,
• Automatic orders to suppliers,
• Consolidation of the requests for the whole company,
• Cashbox management.
• Linked with invoicing for accounting control
Links:
• Modules: lunch

170 Chapter 63. Lunch

171
CHAPTER
SIXTYFOUR
VOIP
The asterisk module allows to interface your Voice Over IP system with Open ERP. When a customer calls you, it can
propose the automatically the partner form linked to this phone number.
64.1 Key Points:
• Asterisk interface
• Integrated with the phone tools of the CRM
• Link on any document to call a partner
64.3 Links:
• Module: asterisk

172 Chapter 64. VOIP

173
CHAPTER
SIXTYFIVE
VERTICALISATIONS

174 Chapter 65. Verticalisations

177
CHAPTER
SIXTYSIX
AUCTION
The auction house proﬁle contains all you need to manage an auction house. It allows you to manage objects and
sellers, bids and buyers, to set-up exhibitions, to generate catalogs. It is integrated with the other modules of Open
ERP providing automatic invoicing, cost control using timesheets, etc.
66.1 Key Points:
• Manages all operations of an auction house
• Fully integrated and very complete
• Integrated with accounting and invoicing
• Integrated with human resources modules
66.3 Links:
•
• Module: proﬁle_auction,auction

178 Chapter 66. Auction

179
CHAPTER
SIXTYSEVEN
MEDICAL
Medical provides an universal Electronic Medical Record (EMR), so doctors and institutions all over the world, inde-
pendently of their economic status, will beneﬁt from a centralized, high quality, secure and scalable system.
67.1 Key Points:
• 100% paperless patient examination and history taking
• Patient Administration (creation, evaluations / consultations, history ... )
• Strong focus in family medicine and Primary Health Care
• Doctor Administration
• Lab Administration
• Medicine / Drugs information (vademécum)
• Medical stock and supply chain management
• Demographics and other statistical reports
• Financial Administration (Invoicing, ...).
• Designed with industry standards in mind
67.2 Links:
•
• Module:

180 Chapter 67. Medical

183
CHAPTER
SIXTYEIGHT
TRAININGS ORGANISATION
Open ERP is used by one of the most prestigious training organisation in France: l’ENA (Ecole Nationale
d’Administration). Open ERP provides different module to organise trainings: resources management (classes), teach-
ers, planning, training material, etc.
68.1 Key Points:
• Portal for teachers and students
• A dynamic gantt view to planify resources
• Fits all needs of a training organisation
• Integrated with document management system for training material
• Based on analytic accounting to manage costs and revenues per course
• Integrated with invoicing, sales, CRM, etc.
68.3 Links:
• Module

184 Chapter 68. Trainings Organisation

185
CHAPTER
SIXTYNINE
CHAMBER OF COMMERCE
Open ERP is used by 50% of the Chambers of Commerce of Belgium. More than 10 modules are available for this spe-
ciﬁc business: advances CRM, contact management, membership management, training and conferences organisation,
embassy folders, etc.
69.1 Key Points:
• Very complete
• About 10 optionnal modules
• Integration with accounting to provide invoicing automation
• Integration with the CRM for a global overview
• Integration with the document management system
69.3 Links:
•

186 Chapter 69. Chamber of commerce

189
CHAPTER
SEVENTY
FOOD INDUSTRIES
Open ERP provides different modules for food industries companies. It is able to manage a full traceability of the
products, from the supplier to the customer, including speciﬁc datas on each lot. The master production schedule
allows a accurate tuning of your automatic procurements.
70.1 Key Points:
• Master Production Schedule for accurate planiﬁcation of procurements
• Upstream and downstream graphical traceability
• Lot management system adapted to food industries
• Management of consumables
• Sales triggers validity dates on lots,
• Traceability from purchases to sales
70.3 Links:
•
• Module:

190 Chapter 70. Food Industries

191
CHAPTER
SEVENTYONE
BOOK STORES
Open ERP provides modules that conﬁgure automatically the system for a book store company. It allows to manages
books, authors, editors and suppliers. It manages barcodes and sales from the website, from a point of sale, by
quotation or phone.
71.1 Key Points:
• Integrates all the needs of a book store
• Ready to use, out-of-the-box.
• Integrated with invoicing and accounting
• Integrated with Joomla website
71.3 Links:
• Module : bookstore
•

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