This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.

Use case

Configure a system that enables you to:

  • 从供应商处购买产品,

  • 在仓库中暂存产品,

  • 将产品出售给客户.

系统将完成发票到支付的各个业务.

Functional requirements

For working out the business case you'll have to model:

  • the suppliers,

  • the customers,

  • some products,

  • inventory for despatch,

  • 一张采购单,

  • a sale order,

  • 各种发票,

  • 各种支付单.

To test the system you'll need at least one supplier, one customer, one product, a warehouse, a minimal chart of accounts and a bank account.

Database creation

Use the technique outlined in Database creation to create a new database, openerp_ch03 . This database will be free of data and contain the least possible amount of functionality as a starting point. You'll need to know your super administrator password for this – or you'll have to find somebody who does have it to create this seed database. You won't be able to use the openerp_ch1 or openerp_ch2 databases that you might have created so far in this book because they both contain demonstration data.

Start the database creation process from the Welcome page by clicking Databases and then completing the following fields on the Create new database form, as shown in 创建一个干净的帐套:

  • Super admin password : by default it's admin , if you or your system administrator haven't changed it,

  • 新数据库名称(New database name)openerp_ch03

  • 加载演示数据(Load Demonstration data) 选择框: 不选(not checked)((这一点非常重要, 单很多人在这里出错),

  • Default Language : English ,

  • Administrator password : admin (because it's easiest to remember at this stage, but obviously completely insecure),

  • 确认密码 : admin .

/doc_static/5.0/_images/openerp_ch03.png

创建一个干净的帐套

Then click OK to create the database and move to the setup screen 新帐套配置从头开始 - 第一步.

/doc_static/5.0/_images/openerp_ch03_s1.png

新帐套配置从头开始 - 第一步

After a short delay you are connected to the new openerp_ch03 database as user adminwith the password you gave it. You'll have to go through the Setup wizard in steps:

  1. Select a profile : select Minimal Profile and click Next.

  2. At the Define Main Company step you could select your own Company Name and Currency, and address details on the first tab General Information; and you can add more details on the second tab Report Information including a logo that would appear on reports. In this test you should leave everything untouched for the moment and just click Next: you'll change them later.

  3. At the Summary page you can go back to change details if you need. Click the Install button.

  4. Finally, at the Installation done page, click Start Configuration.

Configuration consists of a set of wizards that help you through options for the installed modules. Since you chose the minimal database hardly anything is installed so this is a very simple process at the moment, starting with the menu layout Configuring a minimal database - first screen .

/doc_static/5.0/_images/openerp_ch03_config.png

Configuring a minimal database - first screen

  1. At the first screen click Continue to go into the first wizard. Choose View Mode : Extended Interface so that you can see everything and then click Set to save it.

  2. Click Skip Step to step over the next wizard, which would enable you to add other users.

  3. You've now reached the end of the configuration so click Continue to start using the system as the Administrator as shown in the screenshot Starting the minimal database.

/doc_static/5.0/_images/openerp_ch03_start.png

Starting the minimal database

Installing and configuring modules

All of the functional needs are provided by core modules from Open ERP:

  • product management (the product module),

  • inventory control (the stock module),

  • accounting and finance (the account module),

  • purchase management (the purchase module),

  • sales management (the sale module).

Use the menu Administration ‣ Modules Management ‣ Modules ‣ Uninstalled modules to show the list of all modules that are registered within Open ERP but as yet uninstalled. Then:

  1. Enter product into the Name field and click Filter to list the product module.

  2. Click the name product in the list to display the product module in form view, rather than the list view that a search displays.

  3. Click the Schedule for Installation button on the product module form.

  4. Click the Search button at the top of the form to toggle back to the list view with search selection fields on it.

  5. Search for the sale module then select it, too, as you did with product, to show it in form view.

  6. Click the Dependencies tab to see that you'll automatically be loading the product, stock, mrp, and process modules along with the sale module. product and process are both already marked for installation as a result of the first steps.

  7. Return to the Module tab and then click its Schedule for Installation button.

  8. Click Apply Scheduled Upgrades in the Action toolbar to the right.

  9. When the System Upgrade form appears, review the list of Modules to update – it may be longer than you had expected, and now includes all the modules you need, because the dependencies themselves had their own dependencies.

  10. Click Start Upgrade, wait for System upgrade done to be displayed, then click Start Configuration on that form.

Configuration is required for both the accounts setup and the sales defaults.

  1. Accept the defaults for the Fiscal Year and choose the Charts of Account to be None then click Continue.

  2. The sales defaults are shown in the screenshot The module form once a module is installed. The selections you make determine how OpenERP's processes work by setting its default behaviour (although you can override any of them for any sales order, so you are not strictly bound by these defaults). Accept the initial set by clicking Set default behaviour.

  3. You've reached the end of this configuration stage so click Continue to continue using the system as the Administrator. You first reach a new tab Features that lists the new menus and views as shown in the figure The Features tab once a module is installed. Each of the modules that were installed has its own new tab - it's not only the one you see displayed in front of you. Click Next and Previous to move between them.

  4. The main menu now displays all of the menu items that were loaded by the modules you installed. Click MAIN MENU to see this, shown in the screenshot Continuing with the database after installing new modules.

/doc_static/5.0/_images/openerp_ch03_setsales.png

The module form once a module is installed

/doc_static/5.0/_images/openerp_feature.png

The Features tab once a module is installed

/doc_static/5.0/_images/openerp_ch03_main.png

Continuing with the database after installing new modules