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 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/6.0/_images/openerp_ch03.png

Creating a blank database

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

/doc_static/6.0/_images/openerp_ch03_s1.png

Setting up a blank database - first screen

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

  • OR -

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

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 the Check Box of the corresponding application in the Configuration Wizard with the Simplified view option.

For this instance, we need the following applications:

  • Warehouse Management (the stock module),

  • Accounting & Finance (the account module),

  • Purchase Management (the purchase module),

  • Sales Management (the sale module).

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

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/6.0/_images/openerp_ch03_main.png

Database with all required functionality for this example

If you want to reconfigure your system, then click the Reconfigure link that appears in the header of Database with all required functionality for this example.