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

See the new Odoo user documentation.

See the new Odoo technical documentation.

Конфигурация и администрирование

This chapter is for the administrators of an OpenERP system. You will learn to configure OpenERP to match it to your company's needs and those of each individual user of the system.

OpenERP gives you great flexibility in configuring and using it, letting you modify its appearance, the general way it functions and the different analysis tools chosen to match your company's needs most closely. These configuration changes are carried out through the user interface.

Users can each arrange their own welcome page and their own menu, and you can also personalize OpenERP by assigning each user their own dashboard on their welcome page to provide them with the most up to date information. Then, they can immediately see the information most relevant to them each time they sign in.

And OpenERP's main menu can be entirely reorganized. The management of access rights lets you assign certain functions to specific system users. You can also assign groups to the user, which lets him move system documents from state to state (such as the ability to approve employee expense requests).

Примечание

Configuration, Parametrization, Personalization, Customization

Слово параметризация иногда используется в данном документе, когда вы можете ожидать встретить конфигурация или кастомизация.

Кастомизация обычно означает что-то, что требует некоторых технических усилий (таких, как создание специализированных модулей кода) и создает нестандартную систему.

Configuration is less radical – it is the general process of setting all the parameters of the software to fit the needs of your system (often called parametrization or setup). Configuration is also, by convention, the name of the sub-menu below each of OpenERP's top-level menus that is accessible only to the administrative user for that section.

Персонализация -- это просто подмножество действий по конфигурации, которая формирует систему для определенных операций и/или пожеланий по стилю сотрудника или компании.

Using the OpenOffice Report Designer module (base_report_designer), you can change any part of any of the reports produced by the system. The system administrator can configure each report to modify its layout and style, or even the data that is provided there.

Примечание

The OpenOffice Report Designer

The OpenOffice Report Designer plug-in enables you not only to configure the reports of the basic products in OpenERP, but also to create entirely new report templates. When the user uses OpenERP's client interface, OpenOffice can create a report template that has access to all the data available to any OpenERP document type.

Вы можете легко создавать факсы, предложения, или любые другие коммерческие документы. Эта функциональность дает вам возможность значительного улучшения производительности ваших специалистов по продажам, которые должны отправлять клиентам много предложений.

Finally, you will see how to import your data into OpenERP automatically, to migrate all of your data in one single go.

For this chapter, you should start with a fresh database that includes demo data, with sale and its dependencies installed and no particular chart of accounts configured.