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

See the new Odoo user documentation.

See the new Odoo technical documentation.

业务案例

在本案例中,你要配置系统以达成以下目的:

  • 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.

基本设置

在本案例中, 你需要定义下面的这些数据:

  • 供应商以及该供应商的分类,

  • 客户以及该客户的分类,

  • 几个产品以及这些产品的分类定义,

  • 一次盘点,

  • 一张采购单,

  • 一张销售单,

  • 各种发票,

  • 各种支付单.

要完成本次测试, 你需要创建至少一个 供应商, 客户, 产品, 仓库, 财务科目表银行帐号 .

让你的数据库在没有演示数据的情况下运行起来

使用 创建数据库 中描述的技术方法来创建一个新的数据库 openerp_ch03 。 原则上,创建一个纯净版的数据库为原则出发点。 您需要有超级管理员的密码或者要有数据库的创建权限才行哦。你将无法使用 openerp_ch01openerp_ch02 d数据库,您可能已经创建到目前为止在这本书中,因为它们含有的实证数据。

在新 启动 页面, 点击下面的 管理帐套 并在新窗体中点击 创建帐套 完成财套的新建操作. 创建一个干净的帐套 :

  • 超级管理员密码是 : 默认为 admin , 假如您尚未修改过默认密码的话,

  • 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),

  • 默认语种 : English (美国英语) ,

  • 管理员密码(Administrator password) : admin (由于这是现阶段最简单的、最容易记得,但是一点都不安全),

  • 确认密码 : admin .

/doc_static/6.0/_images/openerp_ch03.png

创建一个干净的帐套

新帐套配置从头开始 - 第一步 界面点击 新建 按钮.

/doc_static/6.0/_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 admin with the password you gave it. You will have to go through the Setup wizard in steps. You have two options:

1. If you click the Start Configuration button, OpenERP guides you through a series of steps to: Configure Your Interface - proceed with the default Simplified (the other option is Extended); and Configure Your Company Information - enter a Company Name and select a Currency for your company. Then OpenERP helps you to install various applications with different functionalities through the following wizard as shown in figure Configuring a database with other applications and functionality when you select Extended view option :

/doc_static/6.0/_images/openerp_ch03_config.png

Configuring a database with other applications and functionality when you select Extended view option

  • 或者 -

2. When you click the button Skip Configuration Wizards, you can have the screen as shown in screenshot Starting the minimal database. Then you can start working with this minimal database (we will not use this option here).

/doc_static/6.0/_images/openerp_ch03_start.png

Starting the minimal database

满足你的需求

Functional needs can be provided by core modules from OpenERP. You just have to decide which functionality you want in your system. Click the Check Box of the corresponding application in the Configuration Wizard with the Simplified view option.

因此,我们需要以下模块:

  • 仓库管理( stock 模块),

  • 财务与会计 ( account 模块),

  • 采购管理 ( purchase 模块),

  • 销售管理 ( sale 模块).

To get OpenERP to install these business applications, the Configuration Wizard should look as follows:

/doc_static/6.0/_images/openerp_feature.png

Configuration Wizard with the Simplified view option

在弹出配置会计一览表的时候, 点击 跳过 按钮. OpenERP 就进入默认已安装模块图标列表页面.

/doc_static/6.0/_images/openerp_ch03_main.png

本示例所有功能数据库

If you want to reconfigure your system, then click the Reconfigure link that appears in the header of 本示例所有功能数据库.