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

See the new Odoo user documentation.

See the new Odoo technical documentation.

Business Example

In this example, you will configure a system that enables you to:

  • buy products from a supplier,

  • stock the products in a warehouse,

  • sell these products to a customer.

The system should support all aspects of invoicing, payments to suppliers and receipts from customers.

Basic Settings

For this business case, you will have to model:

  • the suppliers and a supplier category,

  • the customers and a customer category,

  • some products and a product category,

  • an inventory,

  • a purchase order,

  • a sales order,

  • invoices,

  • payments.

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

Get your Database Up and Running without Demo Data

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 will need to know your super administrator password for this – or you will have to find somebody who does have it to create this seed database. You will not be able to use the openerp_ch01 or openerp_ch02 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 Manage Databases and then completing the following fields on the Create Database form, as shown in Creating a blank database:

  • Super admin password : by default it is admin , if you or your system administrator have not changed it,

  • New database name : openerp_ch03 ,

  • Load Demonstration data checkbox: not checked (this step is very important, but catches out many people),

  • Default Language : English (US) ,

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

  • Confirm password : admin .

/doc_static/7.0/_images/openerp_ch03.png

Creating a blank database

Then click Create Database to create the database and move to the Application screen Setting up a blank database - first screen.

/doc_static/7.0/_images/openerp_ch03_s1.png

Setting up a blank database - first screen

You can have the screen as shown in above screenshot Setting up a blank database - first screen.

Fit your Needs

Functional needs can be provided by core modules from OpenERP. You just have to decide which functionality you want in your system. Click Install button of the corresponding application in the At the time of Installation.

For this instance, we need the following applications:

  • Accounting & Finance (the account module),

  • Warehouse Management (the stock module),

  • Purchase Management (the purchase module),

  • Sales Management (the sale module).

To get OpenERP to install these business applications,screens should look as follows:

/doc_static/7.0/_images/openerp_feature.png

At the time of Installation

Skip the step that asks you to configure your Accounting Chart. OpenERP will now display the opening screen with all selected business applications installed.

/doc_static/7.0/_images/openerp_ch03_main.png

Database with all required functionality for this example