<p>In this tutorial, you will learn how to create a payment using ERP5.</p><p>
The appropriate way to <strong>create a payment</strong>
is to first locate in the
is to first locate the
<strong>invoice</strong>
which you want to create the payment transaction from, and then
<strong>create the related payment</strong>
...
...
@@ -75,7 +75,7 @@
You should understand that <strong>ERP5 will not let you create a payment if it is not related to a bank account</strong>
, which means that
<strong>the first step of this tutorial will be to learn how to create a bank account for your company</strong>
in order to be able to create treasury transactions such as payment, which are directly linked to your bank account.
in order to be able to create treasury transactions such as payments, which are directly linked to your bank account.
</p>
</details>
<test>
...
...
@@ -147,9 +147,9 @@
From the previous tutorial <ahref="user-Howto.Create.Bank.Account/view">"How to create Bank Accounts"</a> and the example "Invoice Sender and Payee-Bank Account" in the tutorial <ahref="user-Howto.Create.Trade.Conditions/view">"How to create Trade Conditions"</a>, you have learned how to create a bank account for your company.
</p><p>
In our example, please follow these tutorials and <strong>create a bank account "LCL Paris sud" for your company Hongzhao</strong>
. Then please
. Do not forget to replace "Hongzhao" with the company you created. Then please
<strong>click on the Financial Information tab of the organisation document</strong>
. This tab provides you with financial information about your company, such as Bank Accounts, Accounting Periods, etc. As you can see on the screenshot, the bank account you created appears in this tab, which means that the creation and validation were successful. If you want to see the details of this account, simply click on the line. This will lead you to the detail sheet of the bank account.
. This tab provides you with financial information about your company, such as Bank Accounts, Accounting Periods, etc. As you can see from the screenshot, the bank account you created appears in this tab, which means that the creation and validation were successful. If you want to see the details of this account, simply click on the line. This will lead you to the detail sheet of the bank account.
</p><p>Now we can create transactions linked to this bank account.</p>
</details>
<test>
...
...
@@ -201,7 +201,7 @@
<imgalt="Reach the Invoice"title="Reach the Invoice"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.A.Payment.Related.Sale.Invoice?format=png">
<detailsopen="open">
<p>Now we have to create the Payment from the Sale Invoice.</p><p>
To reach the invoice we need, as you have learned in <ahref="user-Howto.Manage.Invoices/view">"How to manage Invoices"</a>, after you are located in the Sale Packing List "Red LED", click on "Related Sale Invoice Transaction" in "Jump..." menu. This will lead you to the related invoice, from which you will be able to create the related payment.
To reach the invoice we need, as you have learned in <ahref="user-Howto.Manage.Invoices/view">"How to manage Invoices"</a>, to located the Sale Packing List "Red LED" and click on "Related Sale Invoice Transaction" in the "Jump..." menu. This will lead you to the related invoice, from which you will be able to create the related payment.
Before creating the payment, ERP5 will ask you to <strong>fill up some basic payment information which are indispensable for the payment creation</strong>
. As shown in the screenshot, choose the Account for Bank Line, Payment Mode, Bank Account to which you want the payment to be related (in our case, the bank account of our company Hongzhao), and also the Accounting Operation Date.
</p><p>After you finished, click on "Create Related Payment".</p>
Before creating the payment, ERP5 will ask you to <strong>fill out some basic payment information which is indispensable for the payment creation</strong>
. As shown in the screenshot, choose the Account for Bank Line, Payment Mode and Bank Account to which you want the payment to be related (in our case, the bank account of our company Hongzhao), and also the Accounting Operation Date.
</p><p>After you have finished, click on "Create Related Payment".</p>
<p>Now the new payment is created and you are led to its related document, and it is time to edit it.</p><p>As you can see in the screenshot, there is not much information missing. The main information needed (circled in blue) have been updated automatically according to the related invoice where the payment is created from, and the basic payment information you filled up in the previous step. The only think you need to edit is the Title. But you can still modify the details is you need.</p><p>Fill in the missing details, and when you are done, save your data by clicking on the save button, and jump to next page.</p>
<p>Now the new payment is created and you are led to its related document, and it is time to edit it.</p><p>As you can see in the screenshot, there is not much information missing. The main information needed (circled in blue) has been updated automatically according to the related invoice where the payment is created from, and the basic payment information you filled out in the previous step. The only thing you need to edit is the Title. But you can still modify the details if you need.</p><p>Fill in the missing details, and when you are done, save your data by clicking on the save button, and jump to the next page.</p>
</details>
</section><sectionclass="screenshot">
<h1>Confirm Transaction</h1>
...
...
@@ -327,9 +327,9 @@
Please browse the Action item list and choose <strong>Confirm Transaction</strong>
.
</p><p>This action means that you have received the payment, for example, a payment related to an invoice you had sent to a customer some weeks ago. You know this because you can check the operations on your bank account on the internet, for example.</p><p>
But <strong>confirming the payment doesn't make automatically the related accounting transaction operation</strong>
But <strong>confirming the payment doesn't automatically create the related accounting transaction operation</strong>
. As you have learned from the previous tutorial
<ahref="user-Howto.Manage.Invoices/view">"How to manage Invoices"</a>, the accounting transaction operation includes "Journalise Transaction", "Post Transaction To General Ledger" and "Definitively Close Accounting Transaction". For more information, please see next page.
<ahref="user-Howto.Manage.Invoices/view">"How to manage Invoices"</a>, the accounting transaction operation includes "Journalise Transaction", "Post Transaction To General Ledger" and "Definitively Close Accounting Transaction". For more information, please see the next page.
<li>Reach the Financial Information of the Organisation</li>
<li>Add Bank Account</li>
<li>Validate the Bank Account</li>
<li>Reach the financial information of the organisation</li>
<li>Add a bank account</li>
<li>Validate the bank account</li>
</ul>
<detailsopen="open">
<p>In this tutorial, we will use our organisation VIFIB as an example to show you how to create Bank Account in ERP5.</p><p>
The process of creating a Bank Account for an organisation has three steps: Firstly, <strong>reach Financial Information of the Organisation from the document of this Organisation</strong>
for which you want to open add a Bank Account. Secondly,
<strong>Add Bank Account</strong>
for this Organisation by using the Action item list. Finally,
<strong>Validate the Bank Account</strong>
<p>In this tutorial, we will use our organisation VIFIB as an example to show you how to create a bank account in ERP5.</p><p>
The process of creating a bank account for an organisation has three steps: Firstly, <strong>reach financial information of the organisation from the document of this Organisation</strong>
for which you want to open a Bank Account. Secondly,
<strong>Add a bank account</strong>
for this organisation by using the "Action" item list. Finally,
<strong>Validate the bank account</strong>
.
</p>
</details>
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...
@@ -59,8 +59,8 @@
<h1>Reach the Financial Information from the Organisation document</h1>
<p>The Bank Accounts belong to the Financial Information of the Organisation. So first, let's reach the Financial Information of our Organisation VIFIB.</p><p>
You can reach the Financial Information from the Organisation's document. Just need to <strong>click on the "Financial Information" tab</strong>
<p>The bank accounts belong to the financial information of the organisation. So first, let's reach the financial information of our organisation VIFIB.</p><p>
You can reach the financial information from the organisation's document. You just need to <strong>click on the "Financial Information" tab</strong>
.
</p><p></p>
</details>
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...
@@ -73,7 +73,7 @@
<h1>Financial Information Tab</h1>
<imgtitle="Financial Information Tab"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Financial.Information.Tab?format=png"alt="Financial Information Tab">
<detailsopen="open">
<p>You are now directed to page of the Financial Information of our Organisation VIFIB, listing the Bank Accounts and Accounting Periods of VIFIB.</p>
<p>You are now directed to page of the financial information of your Organisation, listing the bank accounts and the accounting periods of your organisation.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
...
@@ -85,7 +85,7 @@
<imgtype="image/svg+xml"title="Action: Add Bank Account"alt="Action: Add Bank Account"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Add.Bank.Account?format=png">
<detailsopen="open">
<p>
To create a Bank Account for this Organisation, <strong>open Action item list and click on "Add Bank Account"</strong>
To create a bank account for this organisation, <strong>open the "Action" item list and click on "Add Bank Account"</strong>
.
</p>
</details>
...
...
@@ -109,7 +109,7 @@
<h1>Edit Bank Account</h1>
<imgtitle="Edit Bank Account"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Edit.Bank.Account?format=png"alt="Edit Bank Account">
<detailsopen="open">
<p>Now a new Bank Account document has been created, fill up the fields with the necessary information and save the changes.</p><p>Note: If the the organisation you used in the "Bank" field has not been created in your ERP5 instance, you might be asked to add the organisation so that you can finish the creation of the Bank Account.</p>
<p>Now a new bank account document has been created, fill out the fields with the necessary information and save the changes.</p><p>Note: If the the organisation you used in the "Bank" field has not been created in your ERP5 instance, you might be asked to add the organisation so that you can finish the creation of the bank account.</p>
After editing the information of the Bank Account document, <strong>open the Action item list and click on "Validate"</strong>
After editing the information of the bank account document, <strong>open the "Action" item list and click on "Validate"</strong>
.
</p>
</details>
...
...
@@ -201,7 +201,7 @@
<h1>Check the Bank Accounts List</h1>
<imgtitle="Check the Bank Accounts List"alt="Check the Bank Accounts List"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Bank.Accounts.List?format=png">
<detailsopen="open">
<p>To check the creation of the new Bank Account, please go back to the Financial Information tab of the Organisation document. You can see now the new Bank Account we just created has been shown in the list of bank accounts related to our Organisation VIFIB.</p><p>Follow the same steps, you can create as many bank accounts as you need.</p>
<p>To check the creation of the new bank account, please go back to the financial information tab of the organisation document. You can now see the new bank account we just created has been shown in the list of bank accounts related to your Organisation.</p><p>Follow the same steps, you can create as many bank accounts as you need.</p>
VIFIB director Mr Smets plans to launch a marketing campaign aims to increasing the product awareness of SlapOS the new operation system of VIFIB, in the way of hiring software developers. The main interactions of this campaign is to send mail messages to contacts (customers) of VIFIB, and these emails would be the <strong>Related Events</strong>
VIFIB director Mr Smets plans to launch a marketing campaign aims to increase the product awareness of SlapOS (the new operating system of VIFIB), in the way of hiring software developers. The main interaction of this campaign is to send mail messages to contacts (customers) of VIFIB, and these emails would be the <strong>Related Events</strong>
of this
<strong>Campaign Ticket</strong>
. So they would be listed in the detail page of this Ticket.
...
...
@@ -90,7 +90,7 @@
<detailsopen="open">
<p>From the previous introductories of Events and Tickets, we know that a campaign in ERP5 CRM is a Ticket. The principle of a ticket is to gather one or more events in the same place, offering a good follow up for them.</p><p>
In our VIFIB example, the operations manager XU Jingjing created the <strong>Campaign Ticket</strong>
the "Beta Developer Program" (the right side screen shot) for the VIFIB marketing campaign. In the detail page of this ticket we can see it gathers all the
the "Beta Developer Program" (the right side screen shot) for the VIFIB marketing campaign. In the detail page of this ticket we can see that it gathers all the
<strong>Events</strong>
which "
<strong>Follow Up"</strong>
...
...
@@ -270,7 +270,7 @@
<imgsrc="http://img.erp5.cn/user-Howto.Create.A.Marketing.Campaign.Open.Campaign.Action.List?format=png"alt="Open a Campaign: Choose 'Open' in the Action List"type="image/svg+xml"title="Open a Campaign: Choose 'Open' in the Action List">
<detailsopen="open">
<p>
In order to open a campaign, open first the “Action” Item List, and Choose “Open”. <spanstyle="color: rgb(255, 0, 0);">Note that this action can only be done by the Campaign Manager, or the creator of the Campaign ticket.</span>
In order to open a campaign, first open the “Action” Item List, and Choose “Open”. <spanstyle="color: rgb(255, 0, 0);">Note that this action can only be done by the Campaign Manager, or the creator of the Campaign ticket.</span>
<imgalt="Photo of the building of Z Company"src="http://img.erp5.cn/user-Howto.Add.Organisations.Front.Page.Building.Zcompany?format=png"title="Add organisation: Z Company">
<imgalt="Photo of the building of Z Company"src="http://img.erp5.cn/user-Howto.Add.Organisations.Front.Page.Building.Zcompany?format=png"title="Adding an organisation: Z Company">
<footer>
by <ahref="http://www.osoe-project.org/contact">OSOE Project</a>.
</footer>
<detailsopen="open">
<p>Now you know how to create the related organisation of a person when he/she is created. But we can also use the organisation creation function which is independent from the person creation function, but which is quite similar to the person creation process, to create and manage organisations in ERP5.</p><p>As we have seen from the previous tutorial, in ERP5, the creation of organisation is the premise to the creation of person. Organisations are really important because people are linked to them. For example, when you sell a product or a service to a person, you indirectly sell it to his/her organisation. The organisation creation function is also very practical because of the attributes you are going to define the different organisations with: sometimes you might be looking for specific types of organisations, for instance, press agencies when you have an announcement to make. Now this is really easy with ERP5, just search for the organisations you defined as press agencies. You can also go deeper into details: you might be looking for American press agencies if the product you want to communicate about is exclusively targeting the US market, then search in ERP5 for your American press agencies...</p><p>Now, let's see how you can create and define an organisation with the help of ERP5.</p>
<p>Now you know how to create the related organisation of a person when he/she is created. But we can also use the organisation creation function which is independent from the person creation function, but which is quite similar to the person creation process, to create and manage organisations in ERP5.</p><p>As we have seen from the previous tutorial, in ERP5, the creation of an organisation is the premise to create a person. Organisations are really important because people are linked to them. For example, when you sell a product or a service to a person, you indirectly sell it to his/her organisation. The organisation creation function is also very practical because of the attributes you are going to define the different organisations with: sometimes you might be looking for specific types of organisations, for instance, press agencies when you have an announcement to make. Now this is really easy with ERP5, just search for the organisations you defined as press agencies. You can also go deeper into detail: you might be looking for American press agencies if the product you want to communicate about is exclusively targeting the US market, then search in ERP5 for your American press agencies...</p><p>Now, let's see how you can create and define an organisation with the help of ERP5.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
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@@ -59,7 +59,7 @@
<h1>Click on the “New” tab</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.ERP5.Express.Menu.New.Screenshot?format=png"alt="Add organisation: Click on the 'New' tab"title="Add organisation: Click on the 'New' tab">
<detailsopen="open">
<p>From the ERP5 home page you have reached after login, click on “New” in the tab menu, you will see the base area on the left. The base area gathers the person, organisation and currency creation functions. To create a new organisation, you would just click on the link called "Organisations". But since we already created the Z Company when adding the Person John Doe in the tutorial "How to create Persons", we will go to the "Browse" tab instead to find our existing client "Z Company" and fill the details.</p>
<p>From the ERP5 home page you have reached after login, click on “New” in the tab menu, you will see the base area on the left. The base area gathers the person, organisation and currency creation functions. To create a new organisation, you just click on the link called "Organisations". But since we already created the Z Company when adding the Person John Doe in the tutorial "How to create Persons", we will go to the "Browse" tab instead to find our existing client "Z Company" and fill in the details.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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...
@@ -109,8 +109,8 @@
<h1>Fill the “view” tab and save</h1>
<imgalt="Add organisations: Fill the 'View' page and save"src="http://img.erp5.cn/user-Howto.Add.Organisations.View.Save?format=png"title="Add organisations: Fill the 'View' page and save">
<detailsopen="open">
<p>You will now be led to the details page of the Z Company page which has existed. As you can see, there are many fields to fill, which allow you to be really precise about the different organisations stored in ERP5. You just have to enter its detail information and then save it.</p><p>Summary: we had created a person named John Doh, who is the marketing manager of Z Company, one of VIFIB clients. If you remember well, the rganisation Z Company had been created directly through the person creation module (cf “How to add people” tutorial) by "Add Organisation", but had not been taken care of.Now we are going to enter some details in "view" tab about the organisation Z Company: Z Company Ltd is an international electricity supplier, which has been using the services of VIFIB for quite a long time as a client. Here is the address of the Company: 12 Zorro Street, 93210 Beverly Hills.</p><p>After you have filled the “view” tab, save the data by clicking on the disk image on the right of the screen. </p>
<p>But please note that the organisations can also be created through the organisation creation module from the New tab in ERP5 home page, as you have seen in the previous tutorial “How to add people”.</p>
<p>You will now be led to the details page of the Z Company page, which we have already created. As you can see, there are many fields to fill, which allows you to be really precise about the different organisations stored in ERP5. You just have to enter its detail information and then save it.</p><p>Summary: we created a person named John Doe, who is the marketing manager of Z Company, one of the VIFIB clients. If you remember well, the rganisation Z Company had been created directly through the person creation module (cf “How to add people” tutorial) by "Add Organisation", but had not been taken care of.Now in the view tab, we are going to enter some details about the organisation Z Company: Z Company Ltd is an international electricity supplier, which has been using the services of VIFIB for quite a long time as a client. Here is the address of the Company: 12 Zorro Street, 93210 Beverly Hills.</p><p>After you have filled the “view” tab, save the data by clicking on the disk symbol on the right of the screen. </p>
<p>But please note that the organisations can also be created through the organisation creation module from the New tab on the ERP5 home page, as you have seen in the previous tutorial “How to add persons”.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
...
@@ -299,7 +299,7 @@
<h1>How to Check the Creation (1)</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.1.Modules.Screenshot?format=png"alt="Check organisation creation (1): Click on the 'Modules' tab"title="Check organisation creation (1): Click on the 'Modules' tab">
<detailsopen="open">
<p>To check the new organisation, you will have to navigate to the list of existing organisations.</p><p>Click on the “ERP5 Modules” item list on top of the page and click on “organisations”, this will lead you to the organisations' list.</p>
<p>To check the new organisation, you will have to navigate to the list of existing organisations.</p><p>Click on the “ERP5 Modules” item list at the top of the page and click on “organisations”, this will lead you to the organisations' list.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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@@ -316,7 +316,7 @@
<h1>How to Check the Creation (2)</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.2.Organisations.Screenshot?format=png"type="image/svg+xml"alt="Check orgaisation creation (2): Click on 'Organisations'"title="Check orgaisation creation (2): Click on 'Organisations'">
<detailsopen="open">
<p>Now using the bread crumb circled in black on the picture, check that you are in the organisations' list. If everything worked fine, the bread crumb should display: ERP5 / Organisations. This means that you are located in the organisation list.</p>
<p>Now using the hint circled in green on the picture, check that you are in the organisations' list. If everything worked correctly, the hint should display: ERP5 / Organisations. This means that you are located in the organisation list.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
...
@@ -341,7 +341,7 @@
<h1>How to Check the Creation (3)</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Add.Organisations.Check.Creation.3.Organisationline.Screenshot?format=png"alt="Check organisation creation (3): Check the organisation's line"title="Check organisation creation (3): Check the organisation's line">
<detailsopen="open">
<p>The final step is to check that Z Company is on the list. We can see that the creation was successful because Z Company has been added to the list. If you want to see or modify the details of any organisation, just click on its line to open its dedicated page.</p>
<p>The final step is to check that Z Company is in the list. We can see that the creation was successful because Z Company has been added to the list. If you want to see or modify the details of any organisation, just click on its line to open its dedicated page.</p>
From the previous tutorial <ahref="user-Howto.Create.Campaigns/view">"How to create Campaigns"</a>, you have learned how to create a campaign with ERP5 CRM Ticket module. Then in this tutorial, you will see how to create new events from this campaign.
</p><p>As introduced in the previous tutorial "Events", an event can be a phone call, an email, a fax message, etc. It can be either an incoming or outgoing event. The idea here is to learn how to prepare a campaign, which means create its detail events that will be sent later, as you will learn in the next tutorial.</p>
</p><p>As introduced in the previous tutorial "Events", an event can be a phone call, an email, a fax message, etc. It can be either an incoming or outgoing event. The idea here is to learn how to prepare a campaign, which means to create detail events that will be sent later, as you will learn in the next tutorial.</p>
</details>
</section><section>
<h1>Agenda</h1>
...
...
@@ -26,7 +26,7 @@
<h1>Example: Create the Event Mail message (SlapOS Recruits Beta Developers) from the Ticket (Beta Developer Program)</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Example.Beta.Developer.Program.Ticket.Mail.Message.Event?format=png"alt="Example: Create the Event - Mail message from the Ticke - Beta Developer Program"title="Example: Create the Event - Mail message from the Ticke - Beta Developer Program">
<detailsopen="open">
<p>In last tutorial, we have created a Ticket - the marketing campaign Beta Developer Program (the right side screenshot), which aims to increasing the awareness of SlapOS (The new open source Cloud developed by VIFIB) by announcing the campaign and hiring software developers.</p><p>Now that the campaign Ticket has been opened, we are going to create Events for it, send these Outgoing Events to the customers of the marketing campaign, and then handle those Incoming Events from our clients. In our VIFIB example, after the marketing campaign has been opened, as described in the introductory of Events, Cédric de Saint Martin, the community manager of VIFIB will create a mail message - an Event, and then send to his contacts who might be interested in the program and become developers of SlapOS in the future. After these contacts have received the email, they will reply to the VIFIB manager by mail message, which will be well stored in the CRM system for future reference.</p><p>In this tutorial, we will describe in detail how to create the mail message Event from the marketing campaign Ticket</p><p>
<p>In last tutorial, we have created a Ticket - the marketing campaign Beta Developer Program (the right side screenshot), which aims at increasing the awareness of SlapOS (The new open source Cloud developed by VIFIB) by announcing the campaign and hiring software developers.</p><p>Now that the campaign Ticket has been opened, we are going to create Events for it, send these Outgoing Events to the customers of the marketing campaign, and then handle those Incoming Events from our clients. In our VIFIB example, after the marketing campaign has been opened, as described in the introduction of Events, Cédric de Saint Martin, the community manager of VIFIB will create a mail message - an Event, and then send to his contacts who might be interested in the program and become developers of SlapOS in the future. After these contacts have received the email, they will reply to the VIFIB manager by mail message, which will be well stored in the CRM system for future reference.</p><p>In this tutorial, we will describe in detail how to create the mail message Event from the marketing campaign Ticket</p><p>
<strong>Description:</strong>
the
<strong>Event Title</strong>
...
...
@@ -38,7 +38,7 @@
<strong>Sender</strong>
is Cédric de Saint Martin (SlapOS Community Manager from VIFIB), the
<strong>Recipients</strong>
are 14 contacts including software developers, company managers, college professors, etc., the
are 4 contacts including software developers, company managers, college professors, etc., the
<strong>Event Content</strong>
is about announcing the developer hiring campaign and describing the progression of SlapOS Project.
</p>
...
...
@@ -209,7 +209,7 @@
<p>Now that the Event has been created, you can see on the screenshot that some fields of this event have already been filled.</p><p>
For example, we will now explain the <strong>“Follow Up”</strong>
field. You remember that in order to keep tracks of interactions, the ERP5 CRM uses "Event Origin" and "Follow Up". The field “Follow Up” creates a link between an Event and a Ticket ( A Ticket is either a Campaign, a Support Request, a Meeting, a Sale Opportunity, etc...), from where the Event is created. The field "Event Origin" creates a link between related Events ( eg, an original mail message and the replies from its recipients).
</p><p>In our example, as we have created the Event (the Mail message "SlapOS Recruits Beta Developers") from a Campaign Ticket (the Beta Developer Program), so the "Follow Up" field has been automatically set as being this very Campaign. As a result, this Event will be displayed in the Events list of the Follow Up Ticket, in our example, in the page of Beta Developer Program from where we have created this Event.</p>
</p><p>In our example, as we have created the Event (the Mail message "SlapOS Recruits Beta Developers") from a Campaign Ticket (the Beta Developer Program), the "Follow Up" field has been automatically set as being this very Campaign. As a result, this Event will be displayed in the Events list of the Follow Up Ticket, in our example, in the page of Beta Developer Program from where we have created this Event.</p>
</details>
<test>
<tableclass="test"style="display: none;">
...
...
@@ -237,12 +237,12 @@
<imgsrc="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Edit.Event.Document.Description.Senders.And.Recipients?format=png"title="Edit the Event document"alt="Edit the Event document">
<detailsopen="open">
<p>
Because in the previous step "Set Event title, type, direction and edit the message", we have write the content of the email, so now you only have to fill up the <strong>"Description"</strong>
field (if you need to note something to your team member to see), and you will have to fill up the
Because in the previous step "Set Event title, type, direction and edit the message", we have written the content of the email already, you now only have to fill out the <strong>"Description"</strong>
field (if you need to note something to your team member to see), and you will have to fill out the
<strong>Sender/Caller</strong>
which means the person that will be in charge of sending the Event, and the
<strong>Recipients</strong>
field which must contain a person or an organisation from the Person or Organisation Modules of your ERP5 instance. If you are not sure of a name, you can click on the little wheels next to those fields and set the relation between a person/organisation and this Event, following the procedure you have learned in the previous tutorials. When you are done editing the Event dicument,
field which must contain a person or an organisation from the Person or Organisation Modules of your ERP5 instance. If you are not sure of a name, you can click on the little wheels next to those fields and set the relation between a person/organisation and this Event, following the procedure you have learned in the previous tutorials. Once you have entered the recipients, make sure that the person documents of your recipients have an e-mail address, if necessary add an e-mail address to the person document. When you are done editing the Event document,
<strong>Save</strong>
your work by clicking the “Save" button.
</p>
...
...
@@ -276,7 +276,7 @@
<detailsopen="open">
<p>
If you want to see what your email looks like, you can <strong>click on the “Preview” tab</strong>
, as circled in red on the picture.
, as circled in red in the picture.
</p>
</details>
<test>
...
...
@@ -323,7 +323,7 @@
<h1>Go back to the Ticket from Event</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Go.Back.To.Ticket.From.Event?format=png"title="Go back to the Campaign Ticket"alt="Go back to the Campaign Ticket">
<detailsopen="open">
<p>We will now go back to the campaign in order to check that this event has been added to the Campaign Ticket.</p><p>
<p>We will now go back to the campaign in order to check whether this event has been added to the Campaign Ticket.</p><p>
In order to reach the associated Campaign Ticket, you can <strong>go back to the view tab</strong>
of your event by clicking on the “View” tab, circled in red on the picture. Then
<strong>click on the plane icon</strong>
...
...
@@ -374,7 +374,7 @@
<detailsopen="open">
<p>
Now you will be redirected to the Follow Up Ticket of the Event, which is the Campaign from where we created the event. In the red area on the bottom of this campaign Ticket, you can now see that the Event you just created and edited is <strong>displayed as a Planned message</strong>
, which means it is successfully created and waiting to be confirmed.
, which means has been created successfully and is waiting to be confirmed.
</p><p>The next step will be to understand how to process this outgoing Event. We will learn how to do this in the next tutorial “How to Send Outgoing Events”.</p>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Front.Page.John.Scott.Doh?format=png"alt="Photo of John Scott Doh"title="Add people: John Scott Doh">
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Front.Page.John.Scott.Doh?format=png"alt="Photo of John Scott Doe"title="Adding persons: John Scott Doe">
<footer>
by <ahref="http://www.osoe-project.org/contact">OSOE Project</a>.
</footer>
<detailsopen="open">
<p>Now you have access to your ERP5, we are going to show you how to create persons in ERP5, thanks to the « base » area of the application. These persons can be either you, your co-workers, your clients, your suppliers, etc. Every person you interact with can be stored in ERP5. Here we will use an example of adding people into ERP5</p>
<p>Now that you have access to your ERP5, we are going to show you how to create persons in ERP5, thanks to the « base » area of the application. These persons can either be you, your co-workers, your customers, your suppliers, etc. Every person you interact with, can be stored in the ERP5 database. Here we will use an example of adding persons into the ERP5 database.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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@@ -47,9 +47,9 @@
</test>
</section><sectionclass="illustration">
<h1>Example</h1>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.John.Scott.Doh.Example?format=png"alt="Add people in ERP5 example: John Scott Doh"title="Add people in ERP5 example: John Scott Doh">
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.John.Scott.Doh.Example?format=png"alt="Adding persons in ERP5 example: John Scott Doe"title="Adding persons in ERP5 example: John Scott Doe">
<detailsopen="open">
<p>As you can see on the picture, we are going to create a person named John Doh, with the information above.</p>
<p>As you can see in the picture, we are going to create a person named John Doe, with the information provided above.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
...
@@ -58,9 +58,9 @@
</test>
</section><sectionclass="screenshot">
<h1>Click on the “New” tab</h1>
<imgtitle="Add people: Click on the 'New' tab"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Menu.New?format=png"alt="Add people: Click on the 'New' tab">
<imgtitle="Adding persons: Click on the 'New' tab"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Menu.New?format=png"alt="Adding persons: Click on the 'New' tab">
<detailsopen="open">
<p>After you log in your ERP5 instance, in the ERP5 home page, click on “new” in the tab menu, you will see the Base area on the first line. The Base area gathers the person and organisation creation functions. This is also in this module that you will be able to add a currency for example.</p>
<p>After you log into your ERP5 instance, in the ERP5 home page, click on “new” in the tab menu, you will see the Base area in the first line. The Base area includes the "Currencies", "Organisations" and "Persons" creation functions.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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@@ -69,9 +69,9 @@
</test>
</section><sectionclass="screenshot">
<h1>Click on “Persons”</h1>
<imgtype="image/svg+xml"title="Add people: Click on 'Person'"alt="Add people: Click on 'Person'"src="http://img.erp5.cn/user-Howto.Add.People.Menu.Persons?format=png">
<imgtype="image/svg+xml"title="Adding persons: Click on 'Persons'"alt="Adding persons: Click on 'Persons'"src="http://img.erp5.cn/user-Howto.Add.People.Menu.Persons?format=png">
<detailsopen="open">
<p>Click on “person” to create a person. This will open the View page of a new Person's document where you will have to fill with the required information.</p>
<p>Click on “Persons” to create a person. This will open the View page of a new Person's document where you will have to fill in the required information.</p>
<p>The person creation page helps you store any specific information about a person, whether it is personal or financial, or even his/her picture. <strong>Note:</strong> If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page. All those tabs gather the required information about the person, and it is possible to add some more details with the "Action" menu on top of the page, as we will see later in this tutorial.</p>
<p>The person creation page helps you store any specific information about a person, whether it is personal or financial, or even his/her picture. <strong>Note:</strong> If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page. All those tabs gather the required information about the person, and it is possible to add more details with the "Action" menu on top of the page, as we will see later in this tutorial.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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@@ -113,9 +113,9 @@
</test>
</section><sectionclass="screenshot">
<h1>Fill the “View” page and save</h1>
<imgtitle="Add people: Fill the 'View' tab and save"src="http://img.erp5.cn/user-Howto.Add.People.View.And.Save?format=png"type="image/svg+xml"alt="Add people: Fill the 'View' tab and save">
<imgtitle="Adding persons: Fill the 'View' tab and save"src="http://img.erp5.cn/user-Howto.Add.People.View.And.Save?format=png"type="image/svg+xml"alt="Add people: Fill the 'View' tab and save">
<detailsopen="open">
<p>Now let's refer back to our example: one of your company's contact is John Doh, the marketing manager of Z Company, a client of your company. Fill out the “view” page with those basic information of Mr Doh, then you can store his information in ERP5, by clicking on the Save button.</p><p>Note that after entering all information in the current form, you should always save them before switching to another tab or document.</p>
<p>Now let's refer back to our example: one of your company's contact is John Doe, the marketing manager of Z Company, a client of your company. Fill out the “view” page with the basic information of Mr Doe, then you can store his information in the ERP5 database, by clicking on the Save button.</p><p>Note that after entering all information in the current form, you should always save before switching to another tab or document.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
...
@@ -182,7 +182,7 @@
<h1>Create the related organisation</h1>
<imgtitle="Create the related organisation"alt="Create the related organisation"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Create.The.Related.Organisation?format=png">
<detailsopen="open">
<p>Now that you have saved the information about John Doh, we see that there seems to be a problem with the organisation Z Company. Indeed, as John Doh is the first person of Z Company to be stored in ERP5, the organisation does not exist yet, unless you have created it before thanks to the organisation creation function, which obviously is not the case here.</p><p>We will now solve this problem by creating the organisation - Z Company. To do that, just open the item list circled in red, and choose “Add organisation”.</p><p>Note that you cannot see it but your organisation has been created in the “organisation” section.</p>
<p>Now that you have saved the information about John Doe, we see that there seems to be a problem with the organisation Z Company. Indeed, as John Doe is the first person of Z Company to be stored in the ERP5 database, the organisation does not exist yet, unless you have created it before using the organisation creation function, which is not the case here.</p><p>We will now solve this problem by creating the organisation - Z Company. To do so, just open the item list circled in red, and choose “Add organisation”.</p><p>Note that you cannot see it, but your organisation has been created in the “organisation” section.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
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@@ -221,7 +221,7 @@
<detailsopen="open">
<p>
When you are done with the “view” tab, <strong>fill the other tabs.</strong>
For example, you can fill out the “details” tab with the information: The middle name of John Doh is Scott; John is married and has two children. You can also add a profile photo to it.
For example, you can fill out the “details” tab with the information: The middle name of John Doe is Scott; John is married and has two children. You can also add a profile photo of him.
</p>
</details>
<test>
...
...
@@ -252,9 +252,9 @@
</test>
</section><sectionclass="screenshot">
<h1>About the other tabs</h1>
<imgtype="image/svg+xml"title="Add people: Other tabs in the 'Details' page"alt="Add people: Other tabs in the 'Details' page"src="http://img.erp5.cn/user-Howto.Add.People.Details.Other.Tabs?format=png">
<imgtype="image/svg+xml"title="Adding persons: Other tabs in the 'Details' page"alt="Adding persons: Other tabs in the 'Details' page"src="http://img.erp5.cn/user-Howto.Add.People.Details.Other.Tabs?format=png">
<detailsopen="open">
<p>As you can see, some tabs like “assignment” for instance, do not allow to enter data. Indeed, the only way to specify this information to ERP5, is to use the “Action” item list and choose “Add assignment”. But it is important to notice that the tabs circled in red on the picture, are tabs that will automatically be updated by the application whenever necessary. This subject will be treated in a specific tutorial.</p><p>Remember that these tabs provide the general information about the person you are creating, but you can add different properties using the "Action" menu on top of the page. For example, the « view» tab allows you to set the person's email address. But sometimes, a person can have several email addresses. The "Action" menu makes it possible for example to add an other email address; simply choose “add email”.</p>
<p>As you can see, some tabs like “assignments” for instance, do not allow you to enter data. Indeed, the only way to enter this information into the ERP5 database, is to use the “Action” menu list and choose “Add assignment”. It is important to notice that the tabs circled in red on the picture, are tabs that will automatically be updated by the application whenever necessary. This topic will be treated in another tutorial.</p><p>Remember that these tabs provide the general information about the person you are creating, but you can add different properties by using the "Action" menu list at the top of the page. For example, the « view» tab allows you to set the person's email address. It can sometimes be the case that, a person can have several email addresses. The "Action" menu list makes it possible, for example, to add another email address; simply choose “add email”.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
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@@ -263,9 +263,9 @@
</test>
</section><sectionclass="screenshot">
<h1>How to Validate a Person (1)</h1>
<imgtype="image/svg+xml"alt="Validate new person (1): Click on the 'Action' tab"title="Validate new person (1): Click on the 'Action' tab"src="http://img.erp5.cn/user-Howto.Add.People.Validate.1.Action?format=png">
<imgtype="image/svg+xml"alt="Validating new persons (1): Click on the 'Action' tab"title="Validating new persons (1): Click on the 'Action' tab"src="http://img.erp5.cn/user-Howto.Add.People.Validate.1.Action?format=png">
<detailsopen="open">
<p>Open the "Action" menu.</p><p>ERP5 is an application based on workflows, which means that the data you enter in the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is “draft”, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.</p>
<p>Open the "Action" menu.</p><p>ERP5 is an application based on workflows, which means that the data you enter into the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is “draft”, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
...
...
@@ -280,9 +280,9 @@
</test>
</section><sectionclass="screenshot">
<h1>How to Validate a Person (2)</h1>
<imgtype="image/svg+xml"alt="Validate new person (2): Click on 'Validate'"title="Validate new person (2): Click on 'Validate'"src="http://img.erp5.cn/user-Howto.Add.People.Validate.2.Validate?format=png">
<imgtype="image/svg+xml"alt="Validating new persons (2): Click on 'Validate'"title="Validating new persons (2): Click on 'Validate'"src="http://img.erp5.cn/user-Howto.Add.People.Validate.2.Validate?format=png">
<detailsopen="open">
<p>Click on “Validate”.</p>
<p>Click on “Validate”. On the next screen click on “Validate” once again to confirm the action.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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@@ -302,9 +302,9 @@
</test>
</section><sectionclass="screenshot">
<h1>How to Validate a Person (3)</h1>
<imgtype="image/svg+xml"alt="Validate new person (3): Check the update status"title="Validate new person (3): Check the update status"src="http://img.erp5.cn/user-Howto.Add.People.Validate.3.Status.Changed?format=png">
<imgtype="image/svg+xml"alt="Validating new persons (3): Check the update status"title="Validating new persons (3): Check the update status"src="http://img.erp5.cn/user-Howto.Add.People.Validate.3.Status.Changed?format=png">
<detailsopen="open">
<p>Check the update status which has been changed from "Draft" to "Validated".</p><p>Thanks to this function, your data will be validated, which means that your co-workers can be confident in accuracy of the information.</p>
<p>Check the update status which has been changed from "Draft" to "Validated".</p><p>Thanks to this status change, your data will be validated, which means that your co-workers can be confident in the accuracy of the information.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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@@ -331,10 +331,10 @@
</table>
</test>
</section><sectionclass="screenshot">
<h1>How to Check the Creation (1)</h1>
<imgtitle="Check person creation (1): Click on the 'Modules' tab"alt="Check person creation (1): Click on the 'Modules' tab"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.1.Modules.Persons?format=png">
<h1>How to Check the Person´s Creation (1)</h1>
<imgtitle="Checking person´s creation (1): Click on the 'Modules' tab"alt="Checking person´s creation (1): Click on the 'Modules' tab"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.1.Modules.Persons?format=png">
<detailsopen="open">
<p>Now that the person has been created, defined and validated, we are going to check that everything worked fine.</p><p>This is a 3 step procedure: As a first step, browse the “ERP5 modules” item list on the top of the page, and choose “persons”. The aim of this action is to lead you to the person module which displays each person who has been created in ERP5.</p>
<p>Now that the person has been created, defined and validated, we are going to check that everything works correctly.</p><p>This is a three step procedure: As a first step, browse the “ERP5 modules” item list on the top of the page, and choose “persons”. The aim of this action is to lead you to the person module which displays each person who has been created in the ERP5 database.</p>
</details>
<test>
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@@ -353,10 +353,10 @@
</table>
</test>
</section><sectionclass="screenshot">
<h1>How to Check the Creation (2)</h1>
<imgtitle="Check person creation (2): Click on 'Persons'"alt="Check person creation (2): Click on 'Persons'"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.2.Persons.List?format=png">
<h1>How to Check the Person´s Creation (2)</h1>
<imgtitle="Checking person´s creation (2): Click on 'Persons'"alt="Checking person´s creation (2): Click on 'Persons'"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.2.Persons.List?format=png">
<detailsopen="open">
<p>The second step is only to check that you are located in the person general menu and that the new person you created is on the Persons List.</p>
<p>The second step is to check that you are located in the person general menu and that the new person you created is on the Persons List.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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@@ -376,9 +376,9 @@
</test>
</section><sectionclass="screenshot">
<h1>Use "Browse" tab</h1>
<imgtitle="Check person creation: Browse the 'Persons' database"alt="Check person creation: Browse the 'Persons' database"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base?format=png">
<imgtitle="Checking person´s creation: Browse the 'Persons' database"alt="Check person creation: Browse the 'Persons' database"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base?format=png">
<detailsopen="open">
<p>You can also use the "Browse" tab in the home page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base”module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.</p>
<p>You can also use the "Browse" tab on the home page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base” module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.</p>
<p>This tutorial aims at explaining how to create a sale order. Whether dealing with products or services, this is one of the key operations that is frequently performed in all businesses.</p><p>This is a several steps procedure :</p><p>First, you need to create the sale order so that it exists in ERP5, then edit the details of your sale order and lastly, confirm the sale order. The result of these steps is the generation of a “sale packing list”, linked to this sale order.</p><p>Note that the concept of "Sale Packing List" which is used to manage the stock, container and delivery of products can be also applied to services, and it is also indispensable. In this tutorial we will use a physical product to help you understand how to manage sale order, but the procedure goes the same for a service: confirming the sale order will generate a sale packing list, then a corresponding invoice.</p><p>Products/Services : sales order => sales packing list ==> invoice ==> payment</p>
<p>This tutorial aims at explaining how to create a sale order. Whether dealing with products or services, this is one of the key operations that is frequently performed in all businesses.</p><p>This is a several step procedure :</p><p>First, you need to create the sale order so that it exists in ERP5, then edit the details of your sale order and lastly, confirm the sale order. The result of these steps is the generation of a “sale packing list”, linked to this sale order.</p><p>Note that the concept of "Sale Packing List" which is used to manage the stock, container and delivery of products can be also applied to services, and it is also indispensable. In this tutorial we will use a physical product to help you understand how to manage sale order, but the procedure goes the same for a service: confirming the sale order will generate a sale packing list, then a corresponding invoice.</p><p>Products/Services : sales order => sales packing list ==> invoice ==> payment</p>
<p>We are going to explain the procedure using a new example. We have previously created persons, organisations and products, which we will use throughout this tutorial :</p><p>
Your company (Hongzhao) is an electronic component supplier, and has many clients worldwide. One of this clients is Z Company, which is an electricity supplier. Z Company has just ordered <strong>100 000 Red Led</strong>
Your company (Hongzhao) is an electronic component supplier, and has many clients worldwide. One of these clients is Z Company, which is an electricity supplier. Z Company has just ordered <strong>100 000 Red Leds</strong>
from your company under the following terms :
</p><p>
<strong>Title</strong>
...
...
@@ -267,7 +267,7 @@
After you saved your work in the View tab, <strong>open the Action list and choose "Apply Sale Trade Condition"</strong>
.
</p><p>
The chosen General Sale Trade Condition created by the ERP5 system has some basic information as the sale trade conditions you learned to created by yourself. When you apply it, some information in the View tab and other tabs will be updated according to it automatically (see the previous tutorial <ahref="user-Howto.Create.Trade.Conditions/view">"How to create Trade Conditions"</a>).
The chosen General Sale Trade Condition created by the ERP5 system has some basic information as the sale trade conditions you learned to create by yourself. When you apply it, some information in the View tab and other tabs will be updated according to it automatically (see the previous tutorial <ahref="user-Howto.Create.Trade.Conditions/view">"How to create Trade Conditions"</a>).
</p>
</details>
</section><!--<section class="screenshot">
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@@ -342,7 +342,7 @@
When saving the “View” tab, information has been gathered about the sender, the recipient etc., since you have chosen the Sale Trade Condition. As you can see by browsing the “Profile” tab, you do not have to enter these information again, ERP5 <strong>displays it automatically</strong>
. Then, the only information you have to
<strong>edit is about the invoice</strong>
: who sends it, who should receive it and who pays it? Please see next page.
: who sends it, who should receive it and who pays it? Please see the next page.
</p>
</details>
<test>
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After you have <strong>named your Sale Order Line properly</strong>
, you can
<strong>link a product</strong>
to it. To do so, just click on the wheel next to “Product or Service”, and set relation as described in the previous tutorial
to it. To do so, just click on the wheel next to “Product or Service”, and set a relation as described in the previous tutorial
<ahref="user-Howto.Link.Persons.and.Organisations/view">"Linking Persons and Organisations"</a>.
</p><p>
After you have saved the change in the Product and Service field, you will find out that <strong>the Price of your product and the Base contribution are updated automatically</strong>
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@@ -509,7 +509,7 @@
<h1>Save and go back to Sale Order</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Save.Sale.Order.Line.And.Go.Back.To.Sale.Order?format=png"title="Save and Return"alt="Save and Return">
<detailsopen="open">
<p>Now that we have filled the details of the Sale Order Line, which means that we have added a product to the Sale Order, we can now go back to the Sale Order document to finish its editing.</p><p>Do not forget to save your work by clicking on the disk on the right of the screen.</p><p>
<p>Now that we have filled the details of the Sale Order Line, which means that we have added a product to the Sale Order, we can now go back to the Sale Order document to finish its editing.</p><p>Do not forget to save your work by clicking on the disk on the right side of the screen.</p><p>
When saving is complete, take a look at the bread crumb:<br>
If you remember correctly, the bread crumb displays a location, and has a folder path. For example, the one here displays:
<br>
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@@ -562,13 +562,13 @@
<imgsrc="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Confirm?format=png"title="Confirming the Sale Order"alt="Confirming the Sale Order">
<detailsopen="open">
<p>
After reviewed the Sale Order Lines in the View tab of the Sale Order, and you are sure everything else is fine, you can change the state of the Sale Order. The first step is to browse the “Action” menu, and <strong>click on “Confirm”</strong>
After reviewing the Sale Order Lines in the View tab of the Sale Order, and you are sure everything else is fine, you can change the state of the Sale Order. The first step is to browse the “Action” menu, and <strong>click on “Confirm”</strong>
. A new page will appear in which you can add comments and validate that you want to
<strong>“Confirm" the Sale Order</strong>
.
</p><p>
This step is really important, because when you <strong>"Confirm" a Sale Order</strong>
, you tell ERP5 that you have agreed with the buyer and confirm the Sale Order, so you can start to preparing the products for the shipment. Then you will be ready to fill the details of the shipment, which is done using the Sale Packing List that has been generated while
, you tell ERP5 that you have agreed with the buyer and confirm the Sale Order, so you can start preparing the products for shipment. Then, you will be ready to fill the details of the shipment, which is done using the Sale Packing List that has been generated while
<strong>confirming the Sale Order</strong>
.
</p>
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@@ -671,7 +671,7 @@
<h1>Generated Sale Packing List</h1>
<imgalt="Generated Sale Packing List"title="Generated Sale Packing List"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Generated.Sale.Packing.List?format=png">
<detailsopen="open">
<p>Using "Jump..." menu, you can quickly access to the newly generated "Sale Packing List related to Sale Order: Red LED". Then if you need to go back to the initial Sale Order, you can either use the "Jump..." list again, or by browsing the Sale Orders in the "Modules" list.</p><p>Now you can have a look at the fresh new Packing List document. In next tutorial, you will learn how to manage Sale Packing Lists.</p>
<p>Using "Jump..." menu, you can quickly access the newly generated "Sale Packing List related to Sale Order: Red LED". Then if you need to go back to the initial Sale Order, you can either use the "Jump..." list again, or by browsing the Sale Orders in the "Modules" list.</p><p>Now you can have a look at the fresh new Packing List document. In next tutorial, you will learn how to manage Sale Packing Lists.</p>
<imgsrc="http://www.erp5.com/user-Howto.Create.Trade.Conditions.New?format=png"type="image/png"title="Create a Sale Trade Condition"alt="Create a Sale Trade Condition">
<detailsopen="open">
<p>In order to create a Sale Trade Condition document from the home page of your instance, click the New tab and click on Sale Trade Condition in the Trade area.</p>
<p>In order to create a Sale Trade Condition document from the home page of your instance, click the "New" tab and click on "Sale Trade Condition" in the Trade area.</p>
<p>Your Sale Trade Condition document has been created successfully, and as you can see on the picture, Sale Trade Conditions look exactly the same as Sale Orders. The reason for this is that the information borne on Sale Trade Conditions are identical as the information borne by Sale Oders.</p>
<p>Your Sale Trade Condition document has been created successfully, and as you can see in the picture, Sale Trade Conditions look exactly the same as Sale Orders. The reason for this is that the information borne on Sale Trade Conditions are identical as the information borne by Sale Oders.</p>
<p>The Payment tab displays the payment mode you want to be applied to your orders. In order to edit the Payment mode, click on the payment tab of the Sale Trade Condition document and jump to this page.</p><p>The area circled in blue on the picture is the default payment condition that will be applied to your orders whenever you decide to import those sale trade conditions to them. In this area, you can set the following information: payment mode, trade date, term, end of month and additional term. When you are done, click the save button and jump to next page.</p>
<p>The Payment tab displays the payment mode you want to apply to your orders. In order to edit the Payment mode, click on the payment tab of the Sale Trade Condition document and jump to this page.</p><p>The area circled in blue in the picture is the default payment condition that will be applied to your orders whenever you decide to import those sale trade conditions to them. In this area, you can set the following information: payment mode, trade date, term, end of month and additional term. When you are done, click the save button and jump to next page.</p>
<p>This Payment condition is in fact an Advance on Payment of 20%. We have put some information about when this advance should be paid and the payment mode. Refer to the picture for more details. When you are done, click the save button.</p>
<p>This Payment condition is in fact an Advance on Payment of 20%. We have put some information about when this advance should be paid and the payment mode. Refer to the picture for more details. When you are done, click the "save" button.</p>
<p>Back on the Payment Tab of the Sale Trade Condition, you can see that the Payment Condition you have created has been added to the Additional Payment Lines. For your information, the default_payment line is the line that has been created automatically when you filled the Payment tab in the previous steps.</p><p>We will now edit the default payment line, in order at least to change its name. Click on the line, and jump to next page.</p>
<p>Back on the Payment Tab of the Sale Trade Condition, you can see that the Payment Condition you have created has been added to the Additional Payment Lines. For your information, the default_payment line is the line that has been created automatically when you filled the Payment tab in the previous steps.</p><p>We will now edit the default payment line, in order to change its name. Click on the line, and jump to next page.</p>
<p>As you can see here, the two lines have been created, one line for the Advance Payment and one line for the Balance. We are done with the payment Conditions, we will now see the Profile Tab.</p>
<p>As you can see here, the two lines have been created, one line for the Advance Payment and one line for the Balance. We are done with the payment Conditions, we will now see the "Profile" Tab.</p>
<p>This tab gathers information about the two parties of the sale order-the supplier parts are circled in red, the client parts are circled in blue. Some information of the supplier part have already been filled if you filled the view tab correctly. The only fields you have to edit here are the "Invoice Sender" and the "Payee". You will notice that the "Payee" has no options, this is because you haven't edited the "Financial Information" tab of the your organisation which you put in the supplier fields. So we will now add a "Bank Account" in the "Financial Information" tab of the organisation.</p><p>Note that for the client fields which are circled in blue, the information are necessary to fill up when you set a sale order with your customer, but you don't have to edit them now, because these fields are different according to different sale orders. So you can edit them differently in each particular Sale Order document, after you have imported the general Sale Payment Conditions which we just created.</p>
<p>This tab gathers information about the two parties of the sale order-the supplier parts are circled in red and the client parts are circled in blue. Some information of the supplier part have already been filled if you filled the view tab out correctly. The only fields you have to edit here are the "Invoice Sender" and the "Payee". You will notice that the "Payee" has no options, this is because you haven't edited the "Financial Information" tab of your organisation which you put in the supplier fields. So we will now add a "Bank Account" in the "Financial Information" tab of the organisation.</p><p>Note that for the client fields which are circled in blue, it is necessary to fill out the information when you set a sale order with your customer, but you don't have to edit them now, because these fields are different according to different sale orders. So you can edit them individually in each particular Sale Order document, after you have imported the general Sale Payment Conditions which we just created.</p>
</details>
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<p>
In a Sale Order, the one who gets paid is usually the supplier. Therefore we define in the <strong>Payee</strong>
field our own bank account. If you cannot select any bank account, than you first have to create a bank account for your organisation as decribed in the tutorial <ahref="user-Howto.Create.Bank.Account/view"><strong>How to create Bank Accounts</strong></a>
field our own bank account. If you cannot select any bank account, than you first have to create a bank account for your organisation as described in the tutorial <ahref="user-Howto.Create.Bank.Account/view"><strong>How to create Bank Accounts</strong></a>
</p>
</details>
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<imgalt="Validate Sale Trade Condition"title="Validate Sale Trade Condition"type="image/svg+xml"src="http://www.erp5.com/user-Howto.Create.Trade.Conditions.Validate?format=png">
<detailsopen="open">
<p>
The final step to create the a Sale Trade Condition, is to go back to the View tab and <strong>Validate</strong>
The final step to create the Sale Trade Condition, is to go back to the View tab and <strong>Validate</strong>
it.
</p><p>For now, you have successfully created a Sale Trade Condition, which you can apply later. The steps to create a Purchase Trade Condition are the same. Now we will show you how and where to apply them.</p>
</details>
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<imgalt="Create a Sale Order"title="Create a Sale Order"src="http://www.erp5.com/user-Howto.Apply.Trade.Conditions.Create.Sale.Order.New?format=png"type="image/png">
<detailsopen="open">
<p>Now we have created Sale Trade Conditions, how can we apply them?</p><p>
The Trade Conditions are mostly used when we create a Sale/Purchase order from the Home Page of your ERP5 instance. So <strong>click on the new tab and choose Sale Order in the Trade Area</strong>
The Trade Conditions are mostly used when we create a Sale/Purchase order from the "Home Page" of your ERP5 instance. So click on the new tab and choose Sale Order in the Trade Area.
.
</p>
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<detailsopen="open">
<p>
When the order is created, <strong>enter the name of your Trade Condition in the Trade Condition field</strong>
, as shown in Blue on the picture (You can also choose from the Sale Trade Conditions list by clicking on the Wheel). When it is done,
, as shown in Blue in the picture (You can also choose from the Sale Trade Conditions list by clicking on the Wheel). When it is done,
<strong>save by clicking the Save Button</strong>
, as shown in red on the picture. The third step, in black on the picture, is to open the Action Item List and
, as shown in red in the picture. The third step, in black in the picture, is to open the Action Item List and
<strong>choose Apply Sale Trade Condition</strong>
<p>In this tutorial, you will learn how to create and manage products and services in ERP5. This process has a similar structure as previous three tutorials for persons and organisations, which means you can try doing it by yourself or follow us along. This is the same three steps procedure :</p><p>
<p>In this tutorial, you will learn how to create and manage products and services in ERP5. This process has a similar structure as the previous three tutorials for persons and organisations, which means you can try doing it by yourself or follow us along. This is the fundamental three step procedure :</p><p>
<strong>Create</strong>
new document.
a new document.
<br>
<strong>Fill</strong>
the different tabs with appropriate characteristics.
<strong>As electronics specialist, the core of your business is to sell high quality components, like this LED for example, wich is your star product</strong>
<strong>As electronics specialist, the core of your business is to sell high quality components, like this LED for example, wich is your star product.</strong>
</p><detailsopen="open">
<p>We created an example to help you understand the different steps of product creation. Your company is an electronic component supplier/specialist, selling LED lights, which are little amps for electronic equipment.</p><p>We gathered some hypothetical characteristics, which will help you fill in the blanks, but please notice that those characteristics are not all in logical order,and you will have to sort them.</p><h3>Characteristics</h3>
<p>We created an example to help you understand the different steps of the product creation process. Your company is an electronic component supplier/specialist, selling LED lights, which are little amps for electronic equipment.</p><p>We gathered some hypothetical characteristics, which will help you fill in the blanks, but please notice that these characteristics are not all in chronological order,and you will have to sort them.</p><h3>Characteristics</h3>
<imgsrc="http://img.erp5.cn/user-Howto.Create.and.Manage.Products.New.Tab?format=png"title="Go to "New" tab"alt="Go to "New" tab">
<detailsopen="open">
<p>You are now familiar with creating new objects in ERP5 as it was covered in the first several tutorials. Product creation works the same way :</p><p>
<p>You are now familiar with creating new objects in ERP5 as it was covered in the first tutorials. Product creation works the same way :</p><p>
<strong>First reach the “new” tab of the home menu</strong>
which helps you create objects in ERP5. To reach the home menu, click on “ERP5” on the bread crumb.
</p><p>As you can see on the screenshot, the only difference is that we are now using a new module called PDM : Product Data Management. With this module, you will be able to manage your commercial offers based on products and services. You will find further details in this tutorial and by browsing the application.</p>
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<imgsrc="http://img.erp5.cn/user-Howto.Create.and.Manage.Products.Product.Module.Fill.Sale.Tab?format=png"title="Fill the Sales information"alt="Fill the Sales information">
<detailsopen="open">
<p>
Now that we have filled correctly the purchase information, it is time to give details about your selling price, by <strong>filling the “Sale” tab</strong>
Now that we have filled in the correct purchase information, it is time to give details about your selling price, by <strong>filling the “Sale” tab</strong>
.
</p><p>
Please, click at<strong>“Sale” tab</strong>
Please, click on the<strong>“Sale” tab</strong>
, and try to fill the form with the following details :
</p><p>Example : You sell your LED at a price of 1€ / piece. The sales price shall remain stable until 1st of January 2014. Many companies are used to purchasing this product from you.</p><p>There are four other fields to fill about the sales price , as shown on the screenshot : “Sales price”, “currency”, “Priced quantity” and “Price validity”.</p><p>Note that the “Recipient” field has been left blank. This field is only used if the product is sold to one customer exclusively. As the Red LED is our star product and is sold to many different customers, this field remains blank.</p>
</p><p>Example : You sell your LED at a price of 1€ / piece. The sales price shall remain stable until 1st of January 2014. Many companies are used to purchasing this product from you.</p><p>There are four other fields to fill about the sales price , as shown in the screenshot : “Sales price”, “currency”, “Priced quantity” and “Price validity”.</p><p>Note that the “Recipient” field has been left blank. This field is only used if the product is sold to one customer exclusively. As the Red LED is our star product and is sold to many different customers, this field remains blank.</p>
</details>
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<imgsrc="http://img.erp5.cn/user-Howto.Create.and.Manage.Products.Product.Module.Stock.Tab?format=png"title="About the “Stock” tab"alt="About the “Stock” tab">
<detailsopen="open">
<p>
Managing stock levels is another crucial business activity, and ERP5 allows you to track it smoothly thanks to the “inventory” function. As we will demonstrate in another tutorial, you can make an inventory to establish your stock levels for each product. If you do it correctly, your stock will be kept up to date by ERP5. You can find <strong>this very information in the “Stock” tab of your product</strong>
. Each time you purchase or sell this product, ERP5 automatically updated its stock level.
Managing stock levels is another crucial business activity, and ERP5 allows you to track it smoothly thanks to the “inventory” function. As we will demonstrate in another tutorial, you can make an inventory to establish your stock levels for each product. If you do it correctly, your stock will be kept up to date by the ERP5 system. You can find <strong>this very information in the “Stock” tab of your product</strong>
. Each time you purchase or sell this product, ERP5 automatically updates its stock level.
<p>Now that you have defined your product, it is time to validate it.</p><p>To do so, please follow the same steps as to validate a person or an organisation. The goal of this validation is to inform your co workers that the information you provide can be taken for granted. If you are not sure about the data you entered, do not validate, but rather leave it as draft to avoid confusion!</p>
<p>Now that you have defined your product, it is time to validate it.</p><p>To do so, please follow the same steps as to validate a person or an organisation. The goal of this validation is to inform your co workers that the information you provide can be taken for granted. If you are not sure about the data you entered, do not validate, but rather leave it as a draft to avoid confusion!</p>
. A new document will be created for this variation and you will be redirected to it in order to edit it.
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@@ -392,7 +392,7 @@
<detailsopen="open">
<p>
This is your product individual variation document that has been created. You can <strong>set a name</strong>
to it and
for it and
<strong>save</strong>
when you are done.
</p><p>
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@@ -471,7 +471,7 @@
<h1>Set the prices (1)</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Create.and.Manage.Products.Product.Module.Set.The.Prices.1?format=png"title="Set the prices (1)"alt="Set the prices (1)">
<detailsopen="open">
<p>We will now see how to set the Purchase price of these product individual variations.</p><p>As you can see on the screenshot, the variations you created in the previous steps are not displayed here. Indeed, there is a step to take in order for you to be able to set the prices of those variations. Jump to next page.</p>
<p>We will now learn how to set the Purchase price of these individual product variations.</p><p>As you can see on the screenshot, the variations you created in the previous steps are not displayed here. Indeed, there is a step to take in order for you to be able to set the prices of those variations. Jump to the next page.</p>
</details>
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In the blue area, <strong>click on variation</strong>
<p>ERP5 also manages Price Quantity Steps. This feature is useful if the price of a product varies with the ordered or sold quantity. In this example, we will set 3 different quantity steps for the purchase and the sale price, whether the quantity is less than 50 units, between 50 and 100 units and more than 100 units. The Quantity step field will help you do this operation. Enter the different quantity steps you need in the Quantity step field, separating each of them by the Return Key of your keyboard. When you are done, click the Save button and jump to next page.</p>
<p>ERP5 also manages Price Quantity Steps. This feature is useful if the price of a product varies with the ordered or sold quantity. In this example, we will set 3 different quantity steps for the purchase and the sale price, whether the quantity is less than 50 units, between 50 and 100 units and more than 100 units. The Quantity step field will help you do this operation. Enter the different quantity steps you need in the Quantity step field, separating each of them by the Return Key of your keyboard. When you are done, click the Save button and jump to the next page.</p>
<p>As we are using here the product for which we created individual variations, the Quantity steps will be applied to those different variations. As you can see on the picture, for each variation, three price fields are now available. The first column is the unit price for an order of less than 50 pieces, the second column is the unit price for an order between 50 and 100 units, and the column on the right is the unit price for an order of more than 100 pieces. Each line stands for a product individual variation, in our example, big format and small format. Jump to next page.</p>
<p>As we are using the product for which we created individual variations, the Quantity steps will be applied to those different variations. As you can see on the picture, for each variation, three price fields are now available. The first column is the unit price for an order of less than 50 pieces, the second column is the unit price for an order between 50 and 100 units, and the column on the right is the unit price for an order of more than 100 pieces. Each line stands for a product individual variation, in our example, big format and small format. Jump to next page.</p>
</details>
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.
</p><p>
This was the very last step of this tutorial, you should now be able to create and manage products, including product individual variations and quantity steps. We would recommend to be very careful when editing a product, for <strong>the information borne by the product documents will be automatically imported to the orders related to these products</strong>
, which will help you gain much time!
, which will help you save much time!
</p>
</details>
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</test>
</section><sectionclass="chapter">
<h1>Check you the Products creation</h1>
<detailsopen="open">Now it is time to check the products on Product Module.</details>
<detailsopen="open">Now it is time to check the products in the Product Module.</details>
In order to see the list of reports available to generate, click on the Reports tab of your ERP5 instance. On the left, you can see the Accounting area displaying a list of the reports you are able to generate: Import Report, Trial Balance, Account Statement, Journal, Third Parties, General Ledger, Balance Sheet, Profit and Loss, and Invoices Report. In order to create a report, <strong>simply click on the line of the report you want to create</strong>
. In our example, we will create Account Statement.
. In our example, we will create an Account Statement.
</p>
</details>
</section><sectionclass="screenshot">
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</p><p>
Thirdly, in the yellow area, you have to <strong>choose an Account, this is compulsory</strong>
, and then you can choose one of your
<strong>Bank Account</strong>
<strong>Bank Accounts</strong>
if you have several ones.
</p><p>
Then, in the green area, you can choose to display the <strong>Detailed Beginning Balance</strong>
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<h1>Another example: Profit and Loss</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Generate.Report.Edit.Profit.And.Loss?format=png"type="image/png"title="Another example: Profit and Loss"alt="Another example: Profit and Loss">
<detailsopen="open">
<p>As you can see on the picture, this is an other example of report: Profit and Loss. The details requested by ERP5 are different from the Account Statement, as the report itself is different.</p>
<p>As you can see in the picture, this is an other example of a report: Profit and Loss. The details requested by ERP5 are different from the Account Statement, as the report itself is different.</p>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.Organisations.Front.Page.John.Scott.Doh.Z.Company?format=png"alt="The photo of John Scott Doh and Z Commpany"title="Link people to organisations : John Scott Doh and Z Company">
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.Organisations.Front.Page.John.Scott.Doh.Z.Company?format=png"alt="The photo of John Scott Doe and Z Commpany"title="Link people to organisations : John Scott Doe and Z Company">
<footer>
by <ahref="http://www.osoe-project.org/contact">OSOE Team</a>.
</footer>
<detailsopen="open">
<p>In this tutorial you will learn how to link people and organisations. You might have noticed in the previous tutorials that persons and organisations are very important in ERP5, because they are the core of your business.</p><p>We have already showed you how to link people to his/her organisation through the person creation process, but now we will examine some of the details in depth to show you how you can link a person to an existing organisation or to a new organisation. As we have used VIFIB example to created a person and an organisation in the previous two tutorials, now we will continue using those two entities to explain how to link them together.</p>
<p>In this tutorial you will learn how to link people and organisations. You might have noticed in the previous tutorials that persons and organisations are very important in ERP5, because they are the core of your business.</p><p>We have already showed you how to link people to his/her organisation through the person creation process, but now we will examine some of the details in depth to show you how to link a person to an existing organisation or to a new organisation. As we have used the VIFIB example to create a person and an organisation in the previous two tutorials, now we will continue using those two entities to explain how to link them together.</p>
</details>
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<h1>Example</h1>
<imgtitle="Link people to organisations example: John Scott Doh and Z Company"alt="Link people to organisations example: John Scott Doh and Z Company"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.Organisations.Example.John.Scott.Doh.Z.Company?format=png">
<detailsopen="open">
<p>As we have created a person and an organisation in the first two tutorials, we are now going to use those two entities to explain how to link them together.</p>
<p>We have already created a person and an organisation in the first two tutorials. Now, we are going to use those two entities to explain how to link them together.</p>
</details>
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<h1>Go to the person's page (1) From ERP5 home menu</h1>
<imgtitle="Browse the 'Persons' database to reach the person's page"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base.Screenshot?format=png"alt="Browse the 'Persons' database to reach the person's page">
<detailsopen="open">
<p>First, you need to go to the page of the person you want to link to the existing organisation. You can reach this page by browsing people from the home menu of ERP5 Express, or by clicking on “persons” in the “ERP5 modules” item list.</p><p>Click on “ERP5” on the bread crumb => Click on the “browse” tab => Click on "Persons"</p>
<p>First, you need to go to the page of the person you want to link to the existing organisation. You can find this page through the "Browser" option from the home menu, or by clicking on “persons” in the “ERP5 modules” item list.</p><p>Click on “ERP5” on the bread crumb => Click on the “browse” tab => Click on "Persons"</p>
</details>
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<h1>Go to the person's page (2)</h1>
<imgtype="image/svg+xml"title="Click on person's line to reach person's page"src="http://img.erp5.cn/user-Howto.Link.People.To.Existing.Organisations.Persons.Line?format=png"alt="Click on person's line to reach person's page">
<detailsopen="open">
<p>Click on the line representing the person who's details you want to browse.</p><p>In our case, simply click on the line “John Doh”. Then you will reach the page of John Doh.If you don't see that line, please search for the person by typing "%John Doh%" in the tab "Usual Name" (You can use Fuzzy Enquiry method in ERP5 base data list page to search for any information you need). After you press the enter buttom on the keyborad, the line of John Doh will appear if you have created the person correctly according to the previous tutorial "How to create Persons"</p>
<p>Click on the line with person´s name, who's details you wish to browse.</p><p>In our case, simply click on the line “John Doe”. Then you will reach the page of John Doe.If you don't see that line, please search for the person by typing "%John Doe%" in the tab "Usual Name" (You can use Fuzzy Enquiry method in ERP5 base data list page to search for any information you need). After you press the enter button, the line of John Doe will appear if you have created the person correctly according to the previous tutorial "How to create Persons"</p>
</details>
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<h1>Click on the "wheel"</h1>
<imgtype="image/svg+xml"title="Set relation: Click on the 'wheel'"src="http://img.erp5.cn/user-Howto.Link.People.To.Existing.Organisations.Set.Relation.Click.Wheel?format=png"alt="Set relation: Click on the 'wheel'">
<detailsopen="open">
<p>Now you should have landed on John Doh's View page, from which we are going to set a relation between him and his company which has been created, Z Company, as described in the introduction of this tutorial.</p><p>Just next to the “organisation” field, you can see a wheel. This is the tool in ERP5 which allows you to set relations between different items. Here you use the wheel to link a person to an organisation that has been previously created in ERP5. So just click on this wheel, then it will open a list of all existing organisations.In our example, we want to link John Doh to Z Company, we have opened the page of John Doh, now after we click on the wheel, we can see the different existing organisations (as shown in the following screenshot), and then choose Z Company that John Doh should be linked to.</p>
<p>Now you should have landed on John Doh's View page, from which we are going to set a relation between him and his company "Z Company", which we already created in the previous tutorial.</p><p>Just next to the “organisation” field, you can see a wheel. This is the tool in ERP5 which allows you to set relations between different items. Here you use the wheel to link a person to an organisation that has been previously created in ERP5. So just click on this wheel, then it will open a list of all existing organisations.In our example, we want to link John Doe to Z Company, we have opened the page of John Doe, now after we click on the wheel, we can see the different existing organisations (as shown in the following screenshot), and then choose Z Company that John Doe should be linked to.</p>
</details>
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<p>Here are three points you need to pay attention to in this step</p><p>
<strong>(1)Choose the appropriate organisation:</strong>
<br>
Once the list of organisations is open, select the organisation you want to link the person with by checking the box on the left of the screen, in front of the appropriate organisation.
</p><p>In our example, we want to link John Doh to Z Company, so we check the box on the left of Z Company, as you can see on the screen shot.</p><p>
Once the list of organisations is open, select the organisation you want to link the person with by checking the box on the left of the screen, in front of the appropriate organisation name.
</p><p>In our example, we want to link John Doe to Z Company, so we check the box on the left of Z Company, as you can see in the screenshot.</p><p>
<strong>(2)Set relation:</strong>
<br>
When the appropriate box is checked, click the “set relation” button. This will link the person to the selected organisation, and lead you back to the person's details and save the data.
</p><p>In our example, when the box next to Z Company has been checked, we can press the "set relation" button, which will link John Doh to Z Organisation, lead us back to John's page, and save the operation.</p><p>
</p><p>In our example, when the box next to Z Company has been checked, we can press the "set relation" button, which will link John Doe to Z Organisation, leading us back to John's page, and saving the operation.</p><p>
<strong>(3)Check the "plane" icon:</strong>
<br>
After you have set the relation, the "wheel" icon will change to a "plane" icon (as you can see in the following screen shot), which meens that you have set a relation between two items in ERP5, and this "plane" icon can lead you to the related subject. In our example, once the "wheel" turns into the "plane", John Doh is related to Z Company, and then you can check the relation by clicking on the "plane" to go to the page of Z Company.
After you have set the relation, the "wheel" icon will change to a "plane" icon (as you can see in the following screenshot), which meens that you have set a relation between two items in ERP5, and this "plane" icon can lead you to the related subject. In our example, once the "wheel" turns into the "plane", John Doe is linked to Z Company, and then you can check the relation by clicking on the "plane" to go to the page of Z Company.
</p>
</details>
<test>
...
...
@@ -227,7 +227,7 @@
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.Existing.Organisations.Check.Relation.1.Click.Plane?format=png"title="Check relation: Click on the 'plane'"alt="Check relation: Click on the 'plane'">
<detailsopen="open">
<p>Now that the relation is set, we will check that the operation worked correctly. To do this, go to the appropriate organisation's page, and make sure that the person is related to it.</p><p>To go to the organisation's page, you can either use one of the methods you learned in the previous tutorials (eg, browse the base data in the ERP5 home page, or use the “ERP5 Modules” item list on top of the page), or use this new method - the "plane"</p>
<p>In our example, now that we have set the relation between John Doh and Z Company, in John Doh's page, we can click on the “plane” icon next to his organisation Z Company, which opens the View page of Z Company.</p>
<p>In our example, now that we have set the relation between John Doe and Z Company, on John Doe's page, we can click on the “plane” icon next to his organisation Z Company, which opens the view page of Z Company.</p>
</details>
<test>
<tableclass="test"style="display: none;">
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@@ -256,7 +256,7 @@
<detailsopen="open">
<p>
<strong>2. Check on the linked person's information line.</strong>
</p><p>Check on the bottom of the organisation's page you have just reached and then click on the line of the appropriate person who has been linked to it. In our example, on the bottom of the page of Z Company, we can see the line “John Doh”with his basic information. This line confirms that John Doh has been linked to his company Z Company, as a Marketing Manager.</p>
</p><p>Check on the bottom of the organisation's page you have just reached and then click on the line of the appropriate person who has been linked to it. In our example, on the bottom of the page of Z Company, we can see the line “John Doe”with his basic information. This line confirms that John Doe has been linked to his company Z Company, as a Marketing Manager.</p>
</details>
<test>
<tableclass="test"style="display: none;">
...
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@@ -304,7 +304,7 @@
<h1>Go to the person's page</h1>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.New.Organisations.Go.To.Persons.Page?format=png"alt="Set relation: go to person's page"title="Set relation: go to person's page">
<detailsopen="open">
<p>First you need to go the View page of the person you want to link to the organisation.</p>
<p>First you need to search the person you want to link to the organisation, using the Biew page.</p>
</details>
<test>
<tableclass="test"style="display: none;">
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@@ -321,7 +321,7 @@
<h1>Type the organisation's name</h1>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.New.Organisations.Type.Organisations.Name.And.Save?format=png"alt="Set relation: type new organisation's name and save"title="Set relation: type new organisation's name and save">
<detailsopen="open">
<p>Once have created the person Lei XU, just type the name of his/her organisation in the “organisation” field. When you are ready, click the save button on the right of the screen.</p>
<p>Once Lei XU is created, just type the name of his/her organisation in the “organisation” field. When you are ready, click the save button on the right of the screen.</p>
If you want to edit the sale invoice, you will have to <strong>locate it first</strong>
. This is a two step procedure:
. This is a two step procedure:
</p><p>
First, browse the existing Sale Packing Lists from the home menu or the Modules menu, the same you would have done for persons or organisations. Please refer to the <ahref="user-Howto.Create.Persons/view">"How to create Persons"</a> or <ahref="user-Howto.Create.Organisations/view">"How to create Organisations"</a> tutorials for more information.
</p>
...
...
@@ -180,9 +180,9 @@
<h1>Check Sale Invoice Tabs</h1>
<imgalt="Check Sale Invoice Tabs"title="Check Sale Invoice Tabs"src="http://img.erp5.cn/user-Howto.Manage.Invoices.Invoice.View.Tabs?format=png"type="image/png">
<detailsopen="open">
<p>Read the message that appears in red on top of the invoice document, you are now landed on the related sale invoice.The tabs of this invoice document incorporates lots of information, which comes directly from the initial Sale Order as well as from the Sale Packing List.</p><p>
<p>Reading the message that appears in red on top of the invoice document, you will notice that you landed on the related sale invoice.The tabs of this invoice document incorporates lots of information, which comes directly from the initial Sale Order as well as from the Sale Packing List.</p><p>
In theory, there should not be anything here to fill out. The first step before trying to start the accounting transaction, is to <strong>check that the information provided by the sale invoice is correct</strong>
. As most fields have been updated from your information, there shouldn't be any changes to implement, but one can never know, so we recommend you to check the information in every tab in your invoice document.
. As most fields have been updated with your information, there shouldn't be any changes to implement, but one can never know, so we recommend you to check the information in every tab in your invoice document.
</p><p>
When complete, <strong>click on the "Accounting View" tab</strong>
, and jump to the next page to
...
...
@@ -213,7 +213,7 @@
.
</p><p>Be careful: once the transaction is closed, you will not be able to modify it. This is why some companies do not close their transactions until the end of their accounting period.</p><p>
As you can see in the screenshot of the "Accounting View" tab of the invoice, the state is "Confirmed", and there is not any "Accounting Transaction Lines" yet. To start the transaction, browse the “Action” menu on top of the page and click on the line <strong>"Journalise Transaction"</strong>
, then you will see on the next page, this will
, then you will see on the next page, that this will
<strong>create the first accounting lines</strong>
.
</p>
...
...
@@ -251,13 +251,13 @@
<h1>Check the Accounting Transaction Lines</h1>
<imgalt="Accounting Lines to Check"title="Accounting Lines to Check"src="http://img.erp5.cn/user-Howto.Manage.Invoices.Check.Accounting.Lines?format=png"type="image/png">
<detailsopen="open">
<p>Before trying to go further in the accounting process, we will analyse what changes occurred on the invoice document after we journalised transaction.</p><p>First, as you can see in red on the screenshot, the state has changed from "Confirmed" to "Journalised". This means that ERP5 has created some accounting lines for your transaction.</p>
<p>Before trying to go further in the accounting process, we will analyse what changes occurred to the invoice document after we journalised the transaction.</p><p>First, as you can see in red in the screenshot, the state has changed from "Confirmed" to "Journalised". This means that ERP5 has created some accounting lines for your transaction.</p>
<p><strong>Note: </strong>It can take up to 5 minutes until the accounting lines have been created. You might have to refresh the page, if you don't see the accounting lines.</p>
<p>This is the second part of the analysis: as you can see in blue, the first accounting transaction lines have been created. They are automatically created by ERP5, and, if you can read the accounting lines, they represent your transaction. In our example, the sell account should be credited with 100000€. If you did not yet subscribe to ERP5, you may not know that more than one accounting plan is available. On this screenshot, the French accounting plan is used, but many others are available. We already have accounting plans catered especially for Africa and Japan, and we are constantly working on developing more plans that will be available soon.</p><p>Note that a transaction can be modified as long as it is at "Journalised" state.</p><p>
<strong>However, even though the accounting transaction lines have been created, but they have not been validated yet</strong>.
To validate the transaction, you have to acting "Post to General Ledger". Please see next page.
<strong>However, even though the accounting transaction lines have been created, they have not been validated yet</strong>.
To validate the transaction, you have to "Post to General Ledger". Please see the next page.
</p>
</details>
<test>
...
...
@@ -271,7 +271,13 @@
<detailsopen="open">
<p>Once you have checked all the accounting transaction lines, you can validate them.</p><p>
To do so, please browse the “Action” menu and choose <strong>"Post Transaction to General Ledger"</strong>
and jump to next page.
.</p><p>
It may occur at this point that you receive an error message, stating "Date is not in a started Accounding Period for source Section". If you do not receive this error message please jump to the next section "Validated Transaction".
If the error does occur, please return to the homepage after saving all the progress you have made so far. Open the organization you wish to post a transaction for, which in our case is the company Hongzhao.
Navigate to the <strong>Financial Information</strong> tab. As you can see there is an accounting period in the state "Started" titled "2015". Click on this line to navigate to the corresponding view tab.
Using the action list, select "cancel accounting period" and validate this action. Once the accounting period is cancelled, create a new accounting period by selecting the corresponding command in the action item list on the <strong>Financial Information</strong> tab of your organization.
Next, give the accounting period an appropriate name and select a starting and end date, so that the accounting operation date of the transaction you wish to post lies between them. Finally, select the command "Start Accounting Period" in the action item list.
You will now be able to post the transaction to the general ledger and complete the rest of the session.
</p>
</details>
<test>
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@@ -304,9 +310,9 @@
. In fact, this state is similar to "Journalised", unless it has to be seen as a transition state between “Journalise” and “ Definitely Closed” state to indicate that the transaction has been validated.
</p><p>
When validated by acting "Post Transaction to General Ledger", a transaction can still be modified. If you browse the action menu, you will find a line that is called <strong>"Restart Transaction (journalise)"</strong>
, which helps you invalidate the transaction and go back to the “Journalised” state.
, which helps you invalidate the transaction and return it to the “Journalised” state.
</p><p>
Now the <strong>“Post Transaction to General Ledger” action insures that the transaction has been accepted, and the management has been transferred from sales department to accounting department</strong>
Now the <strong>“Post Transaction to General Ledger” action insures that the transaction has been accepted, and the management has been transferred from the sales department to the accounting department</strong>
.
</p><p>Once this is done, the next step will be to close the transaction, as shown on the next page.</p>
</details>
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@@ -396,7 +402,7 @@
to create a physical copy of the document. You can either
<strong>print directly with your printer</strong>
, or
<strong>save a copy of the invoice into PDF or other formats</strong>
<strong>save a copy of the invoice as a PDF or as an other format</strong>
to keep it on your computer, so you can print it or send it by email later.
When you validate a Sale Order, as seen in the previous tutorial <ahref="user-Howto.Create.Sale.Orders/view">"How to create Sale Orders"</a>, ERP5 creates automatically the related <strong>“Sale Packing List”</strong>
When you validate a Sale Order, as seen in the previous tutorial <ahref="user-Howto.Create.Sale.Orders/view">"How to create Sale Orders"</a>, ERP5 automatically creates the related <strong>“Sale Packing List”</strong>
. Thanks to it, you will be able to track the shipment of the goods related to the order.
</p><p>The goal of this tutorial is to explain how to manage Sale Packing Lists, in order to have the goods shipped and delivered.</p><p>
This is a two steps procedure: first, the order needs to be shipped and, when it reached the client warehouse, the status must be turned into <strong>“Delivered”</strong>
This is a two step procedure: first, the order needs to be shipped and, when it reaches the clients warehouse, the status must be turned into <strong>“Delivered”</strong>
<p>As you can see on the drawing, the different steps of managing a Packing List can be linked with real people in the company.</p><p>The principle of workflow based application makes sense in this case. Indeed, once the Sale Order has been registered and confirmed by the sales manager, the employee from the warehouse will prepare the automatically generated Sale Packing List related to the order. Thanks to the workflow, the sales manager will be aware that the order is ready to be sent and will give the order to “Ship” the goods. Once the client receives the goods, checks them and gives feedback, the sales manager will then change the status to “Delivered”.</p><p>In this way, it is possible to track the whole shipment process, thanks to ERP5.</p>
<p>As you can see in the drawing, the different steps of managing a Packing List can be linked with real people in the company.</p><p>The principle of workflow based application makes sense in this case. Indeed, once the Sale Order has been registered and confirmed by the sales manager, the employee from the warehouse will prepare the automatically generated Sale Packing List related to the order. Thanks to the workflow, the sales manager will be aware that the order is ready to be sent and will give the order to “Ship” the goods. Once the client receives the goods, checks them and gives feedback, the sales manager will then change the status to “Delivered”.</p><p>In this way, it is possible to track the whole shipment process, thanks to ERP5.</p>
</details>
<test>
<tablestyle="display: none;"class="test">
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@@ -106,7 +106,7 @@
where it is not filled automatically.
</p><p>
Note: <strong>Most data in the View tab and the other tabs (Details, Payment, Profile) should have been updated automatically from the Sale Order</strong>
, so you will not have much to do now. If some fields have not been updated, it means that those fields have not been filled out correctly in the related Sale Order. This is why we recommend to fill out properly the Sale Orders before generating Packing Lists.
, so you will not have much to do now. If some fields have not been updated, it means that those fields have not been filled out correctly in the related Sale Order. This is why we recommend to properly fill out the Sale Orders before generating Packing Lists.
</p>
</details>
<test>
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@@ -202,8 +202,8 @@
<h1>Ship</h1>
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Ship?format=png"title="Selecting Ship on Action Menu"alt="Selecting Ship on Action Menu">
<detailsopen="open">
<p>After the sales manager confirms the Sale Order, the employees in warehouse will prepare the shipment and ship it. If the shipment corresponds with the information in the Sale Packing List, you have to tell ERP5 that your order has been shipped.</p><p>
To do so, browse the “Action” menu on top of the screen, and click on <strong>“Ship Packing List”</strong>
<p>After the sales manager confirms the Sale Order, the employees in the warehouse will prepare the shipment and ship it. If the shipment corresponds with the information in the Sale Packing List, you have to tell ERP5 that your order has been shipped.</p><p>
To do so, browse the “Action” menu at the top of the screen, and click on <strong>“Ship Packing List”</strong>
.
</p><p>
This will change the status of the Sale Packing List from "Confirmed" to <strong>"Shipped"</strong>
...
...
@@ -261,7 +261,7 @@
.
</p><p>
This will change the status of the Sale Packing List from <strong>"Shipped" to “Delivered”</strong>
, and this also will
, and this will also
<strong>generate the related invoice</strong>
, as you can see on the following two pages.
</p>
...
...
@@ -300,7 +300,7 @@
<imgalt="Jump to "Related Sale Transaction Invoice""title="Jump to "Related Sale Transaction Invoice""type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Jump.To.Related.Invoice?format=png">
<detailsopen="open">
<p>
After the Packing List is in "Delivered" state, you can access to related invoice by <strong>clicking the "Related Sale Invoice Transaction" in the "Jump..." menu</strong>
After the Packing List is in the "Delivered" state, you can access the related invoice by <strong>clicking the "Related Sale Invoice Transaction" in the "Jump..." menu</strong>
.
</p>
</details>
...
...
@@ -308,7 +308,7 @@
<h1>Generated Sale Invoice Transaction</h1>
<imgalt="Generated Sale Transaction Invoice"title="Generated Sale Transaction Invoice"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Related.Invoice?format=png">
<detailsopen="open">
<p>Now you can have a look at the Sale Invoice Transaction generated from the Sale Packing List. If you need to go back to the initial Sale Order or Sale Packing List, you can either use the "Jump..." list again, or by browsing the Sale Orders or Sale Packing Lists in the "Modules" list.</p><p>In next tutorial, you will learn how to manage invoices.</p>
<p>Now you can have a look at the Sale Invoice Transaction generated from the Sale Packing List. If you need to go back to the initial Sale Order or Sale Packing List, you can either use the "Jump..." list again, or by browsing the Sale Orders or Sale Packing Lists in the "Modules" list.</p><p>In the next tutorial, you will learn how to manage invoices.</p>
</details>
</section><sectionclass="illustration">
<h1>Diverged Packing List</h1>
...
...
@@ -316,7 +316,7 @@
<detailsopen="open">
<p>
Sale Packing Lists can <strong>generate an invoice</strong>
for the related transaction by a simply action:
for the related transaction with a simple action:
<strong>Ship Packing List</strong>
, if the number of items shipped (in the Sale Packing List) matches the number of items ordered (in the Sale Order). This means that you do not have to bother clicking on anything, the invoice will be automatically generated after you ship the Packing List.
<br>
...
...
@@ -331,7 +331,7 @@
<strong>"Ship" and "Deliver" the second Packing List</strong>
. In this way, the diverged Packing List can be solved.
</p><p>
Note that <strong>once you Ship Packing List, the action generates invoice for the related Packing List automatically, with the updated quantity shipped</strong>
Note that <strong>once you Ship the Packing List, the action generates an invoice for the related Packing List automatically, with the updated quantity shipped</strong>
. So finally, you will have two sale invoices, corresponding to each diverged Sale Packing List.
</p><p>Now we will explain in detail how to practice this process in managing Support Requests.</p>
</p><p>Now we will explain in detail how to practice the process of managing Support Requests.</p>
</details>
<test>
<tableclass="test"style="display: none;">
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@@ -71,7 +71,7 @@
<h1>Scenario</h1>
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Scenario?format=png"title="Scenario: a request for support of ERP5 instance configuration"alt="Scenario: a request for support of ERP5 instance configuration">
<detailsopen="open">
<p>This tutorial is based on a scenario that will help you understand how to manage Support Requests and the role of this kind of Ticket.</p><p>Z Company is an electricity supplier, one of VIFIB clients who are using the ERP5 instance. John Scott Doh is the marketing manager of Z Company. From this year, as the other departments of Z Company, he starts to implement the ERP5 to manage his marketing department, and specially the ERP5 CRM for his business with his clients. In the very beginning of using this new instance, he met some difficulties in the configuration of the ERP5 instance, so he wrote to the ERP5 support team asking for help. When the ERP5 support team receives the email from this client, someone in the team will create a new incoming Event in ERP5 in order to ask for someone who is capable to answer to the request of John Doh.</p><p>Now please follow this scenario, combine with the standard incoming Events process you have learned, to see what's the steps to take in ERP5 to manage the support requests from your clients.</p>
<p>This tutorial is based on a scenario that will help you understand how to manage Support Requests and the role of this kind of Ticket.</p><p>Z Company is an electricity supplier and one of VIFIB clients who are using the ERP5 instance. John Scott Doe is the marketing manager of Z Company. From this year, as the other departments of Z Company, he starts to implement ERP5 to manage his marketing department, and specifically the ERP5 CRM for his business with his clients. In the very beginning of using this new instance, he met some difficulties in the configuration of the ERP5 instance, so he wrote to the ERP5 support team asking for help. Once the ERP5 support team receives the email from this client, someone in the team will create a new incoming Event in ERP5 in order to ask for someone who is capable in answering answer the request of John Doe.</p><p>Now please follow this scenario, combine with the standard incoming Events process you have learned, to see what's the steps to take in ERP5 to manage the support requests from your clients.</p>
</details>
<test>
<tableclass="test"style="display: none;">
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@@ -79,18 +79,18 @@
</table>
</test>
</section><sectionclass="screenshot">
<h1>Find the request sender John Doh in your ERP5</h1>
<imgalt="Browse for John Doh in your ERP5"title="Browse for John Doh in your ERP5"type="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Browse.Persons?format=png">
<h1>Find the request sender John Doe in your ERP5</h1>
<imgalt="Browse for John Doe in your ERP5"title="Browse for John Doe in your ERP5"type="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Browse.Persons?format=png">
<detailsopen="open">
<p>
In ERP5 CRM, in order to better manage the customer relations, once we receive an incoming email, phonecall or fax from our clients, we will have to <strong>create a new incoming Event from the support request sender's document</strong>
in order to tell our team that we receive a message from our client. In this way, all the support requests from our clients will be recorded immediately, and be assigned to personnel to handle them later.
</p><p>In our example, we will first create an incoming Event to inform our ERP5 support team that we have received an email from John Doh who is asking for help. As it is John Doh who sent this email, we will create the incoming Event directly from John Doh's Person Document, in order for the Event to be linked easily to John Doh in ERP5.</p><p>
In order to <strong>create an incoming Event from the request sender John Doh's document</strong>
</p><p>In our example, we will first create an incoming Event to inform our ERP5 support team that we have received an email from John Doe who is asking for help. As it is John Doe who sent this email, we will create the incoming Event directly from John Doe's Person Document, in order for the Event to be linked easily to John Doe in ERP5.</p><p>
In order to <strong>create an incoming Event from the request sender John Doe's document</strong>
, the
<strong>first step</strong>
will be to
<strong>reach John Doh's person document</strong>
<strong>reach John Doe's person document</strong>
in ERP5. To do so,
<strong>click on the “Browse” tab</strong>
of your instance Homepage, and
...
...
@@ -113,7 +113,7 @@
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Click.Persons.Line?format=png"title="Click on John's line"alt="Click on John's line">
<detailsopen="open">
<p>
Then we will reach list of Persons stored in your ERP5 instance, <strong>click on John Doh's line</strong>
Then we will reach the list of Persons stored in your ERP5 instance. <strong>Click on John Doe's line</strong>
in order to reach his Person Document.
</p>
</details>
...
...
@@ -141,12 +141,12 @@
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Open.Events.List?format=png"title="Open the Events tab in the person's document"alt="Open the Events tab in the person's document">
<detailsopen="open">
<p>
Now that you have reached John Doh's Person Document, the <strong>second step</strong>
Now that you have reached John Doe's Person Document, the <strong>second step</strong>
in order to create an incoming Event from the support request sender's document is to
<strong>reach the Event list of John Doh</strong>
<strong>reach the Event list of John Doe</strong>
by
<strong>Click on the Event Tab</strong>
in John Doh's document.
<strong>clicking on the Event Tab</strong>
in John Doe's document.
</p>
</details>
<test>
...
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@@ -164,7 +164,7 @@
<h1>The Events list is empty</h1>
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Events.List.Empty?format=png"title="The Events list is empty"alt="The Events list is empty">
<detailsopen="open">
<p>As you can see, the Events list of John Doh is still empty because until now, there is no Event related to John Doh, i.e., VIFIB hasn't had any interaction with him so far.</p>
<p>As you can see, the Events list of John Doe is still empty because until now, there is no Event related to John Doe, i.e., VIFIB hasn't had any interaction with him so far.</p>
</details>
<test>
<tableclass="test"style="display: none;">
...
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@@ -182,7 +182,7 @@
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Create.Event.Action.List?format=png"title="Click on 'Create New Event' on Action list"alt="Click on 'Create New Event' on Action list">
<detailsopen="open">
<p>
Since we have received the mail message from our client John Doh asking for help, we will now create a new Event related to John Doh to record this message. To do so, <strong>open the “Action” item list and choose “Create New Event”</strong>
Since we have received the mail message from our client John Doe asking for help, we will now create a new Event related to John Doe to record this message. To do so, <strong>open the “Action” item list and choose “Create New Event”</strong>
.
</p>
</details>
...
...
@@ -208,7 +208,7 @@
this time, because you want to create an Incoming Event, indicating that you have received an email in this case, and then you will enter this email in your ERP5 for someone of your team to process it.
</p><p>Now you can copy and paste the email you have received from your client John Doh into "Message" area, or you can also do it later in the Event edit page.</p><p>
In order to follow this tutorial, check <strong>Keep in draft state</strong>
option in order to create an Event on "Draft" State. Afterwards, we are going to learn how to learn how to declare it as received manually.
option in order to create an Event on "Draft" State. Afterwards, we are going to learn how to declare it as received manually.
</p><p>
When you are done, <strong>click the “Create New Event”</strong>
button.
...
...
@@ -255,12 +255,12 @@
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Create.Event.Draft.Event?format=png"title="New incoming Event has been created-state Draft"alt="New incoming Event has been created-state Draft">
<detailsopen="open">
<p>
As you can see in the red area of the picture, a new Event has been created, which is on the <strong>“Draft” state</strong>
As you can see in the red area of the picture, a new Event has been created, which is in the <strong>“Draft” state</strong>
. The blue area shows the
<strong>Sender and Recipient fields</strong>
which have already been filled automatically, following this
<strong>rule</strong>
: The Sender is John Doh, because the incoming Event has been created from his person document. This act tells the ERP5 team that we have received an email from our client John Doh somewhere. The Recipient here is Jingjing XU, because this is the name of the
: The Sender is John Doe, because the incoming Event has been created from his person document. This act tells the ERP5 team that we have received an email from our client John Doe somewhere. The Recipient here is Jingjing XU, because this is the name of the
<strong>ERP5 user</strong>
who created this incoming Event. However,
<strong>this information can be changed later</strong>
...
...
@@ -288,7 +288,7 @@
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Create.Event.Copy.Message.Into.New.Incoming.Event?format=png"title="Copy/paste the email you received into the new incoming Event"alt="Copy/paste the email you received into the new incoming Event">
<detailsopen="open">
<p>
Now, <strong>copy and paste the email you have received from your client John Doh into the red area: Text Format</strong>
Now, <strong>copy and paste the email you have received from your client John Doe into the red area: "Text Format"</strong>
. This area aims at showing the email you have received to all the persons of your team, which is the content of this new incoming Event. If you have done it in the previous step, you can just review and edit it as you want. And finally, don't forget to
<strong>save</strong>
your data changes.
...
...
@@ -321,7 +321,7 @@
<detailsopen="open">
<p>
Now that you have <strong>drafted</strong>
all the necessary fields of this incoming Event, it is time to conform to the ERP5 that you have
all the necessary fields of this incoming Event, it is time to confirm that you have
<strong>received</strong>
this email from your client, the move will lead to the change of the Event's state as Received.
<p>As you can see on the screenshot, after we declared that the Event is received, the state of the newly created Event is now changed from "Draft" to "Received", which is the first state of an incoming Event, as you can witness on the workflow of incoming Events in ERP5, shown on the left of the picture.</p>
<p>As you can see on the screenshot, after we declared that the Event is received, the state of the newly created Event is now changed from "Draft" to "Received", which is the first state of an incoming Event, as you can see in the workflow of incoming Events in ERP5, shown on the left of the picture.</p>
</details>
<test>
<tableclass="test"style="display: none;">
...
...
@@ -376,12 +376,12 @@
<h1>Define the "Recipient" - the person responsible to reply to client</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Change.Recipient.Replier?format=png"type="image/png"title="Change the "Recipient" of the Event"alt="Change the "Recipient" of the Event">
<detailsopen="open">
<p>Now it is time to define who should process this Event - the person in the ERP5 support team who will have to provide John Doh with an answer.
<p>Now it is time to define who should process this Event - the person in the ERP5 support team who will have to provide John Doe with an answer.
We will ask our team member “Yingjie XU” to take care of this Event.
</p><p>To be able to proceed with this step you must have already created the Person and user account for Yingjie XU by following the tutorial <ahref="howto-Create.New.User">How to create new User</a>.
</p><p>To be able to proceed with this step you must have already created the Person and user account for Yingjie XU by following the tutorial <ahref="howto-Create.New.User">"How to create new User"</a>.
</p><p>
To assign the Event to “Yingjie XU”, first <strong>change the person name in the “Recipient” field</strong> from "Jingjing XU" (the default Recipient) to "Yingjie XU". Second, as usual, don't forget to <strong>"Save"</strong>.
</p><p>This step aims at indicating that “Yingjie XU” should receive this email from the client, and has to take care of it. So after the step that we "Receive" the Event, this Event will appear on Yingjie's worklist as "Received Events to Deliver", which we will show you later. In this way, Yingjie will know that he is responsible to handling a new incoming Event.</p>
</p><p>This step aims at indicating that “Yingjie XU” should receive this email from the client, and has to take care of it. So after the step that we "Receive" the Event, this Event will appear on Yingjie's worklist as "Received Events to Deliver", which we will show you later. In this way, Yingjie will know that he is responsible for handling a new incoming Event.</p>
</details>
<test>
<tableclass="test"style="display: none;">
...
...
@@ -396,16 +396,16 @@ We will ask our team member “Yingjie XU” to take care of this Event.
Now the incoming Event has been <strong>"Received"</strong>
, the
<strong>"Recipient"</strong>
has been defined, the
has been defined, and the
<strong>Follow Up Ticket</strong>
has been created, so it is time for the "Replier" - the Recipient to offer support to the client. And all the following interactions between the Replier and the Client will be recorded under the Support Request Ticket we just created.
has been created, it is time for the "Replier" - the Recipient to offer support to the client. And all the following interactions between the Replier and the Client will be recorded under the Support Request Ticket we just created.
</p><p>
In this section, we will switch users in order to understand how users can be aware that they have Events to handle.<br>
<strong>Log out</strong>
by opening the “My favourites” item list, and choose
<strong>Log out</strong>
. After being logged out, we have
<strong>logge in as user “yingjie.xu”</strong>
. After being logged out, we
<strong>log in as user “yingjie.xu”</strong>
in order to help you understand how incoming Events are displayed in the
<strong>worklist</strong>
of this user.
...
...
@@ -474,7 +474,7 @@ We will ask our team member “Yingjie XU” to take care of this Event.
<detailsopen="open">
<p>
According to the standard process of incoming Events, if the Event can be handled in a simple way, we can <strong>Create Response directly</strong>
from the Received Event's Action item list, as the option shown in the blue frame. But if the incoming Event needs to be handled in a complicated way, which needs a Ticket to contain many following Events, as in our case the support request from our client, we will then need to
from the Received Event's Action item list, as the option shown in the blue frame. But if the incoming Event needs to be handled in a complicated way, which needs a Ticket to contain many following Events, as is the case with the support request from our client, we will then need to
<strong>Create Follow Up Ticket</strong>
from the Received Event's Action item list, as the option shown in the red frame.
</p><p>
...
...
@@ -500,7 +500,7 @@ We will ask our team member “Yingjie XU” to take care of this Event.
Now you will choose the type of Ticket you want to assign this Event to. In the first field, you can enter a <strong>Ticket Title</strong>
. This title will be displayed in the field Follow-Up of this Event. After this, you can choose the
<strong>Ticket Type</strong>
. In our example, we will choose "Support Request" as Ticket type, which means that later we will be able to find this support request Ticket in the Support Request module of ERP5. After created, this Ticket can receive many different Events afterwards, such as the reply from ERP5 support team member, and the further questions from the client John Doh. When you are done,
. In our example, we will choose "Support Request" as Ticket type, which means that later we will be able to find this support request Ticket in the Support Request module of ERP5. After having been created, this Ticket can receive many different Events afterwards, such as the reply from ERP5 support team member, and the further questions from the client John Doe. When you are done,
<strong>click the “Create Follow Up Ticket” button</strong>
.
</p>
...
...
@@ -534,7 +534,7 @@ We will ask our team member “Yingjie XU” to take care of this Event.
As you can see stated in the left upside of the screenshot, the Follow Up Ticket of this incoming Event has been created. You can see the Ticket is displayed in the <strong>"Follow Up"</strong>
field in the Event's page.
</p><p>
The Follow Up Ticket is created in order to contain all the following Events happened between the client and ERP5 team which are related to the original Event. We can easily access to it by <strong>clicking the plane icon</strong>
The Follow Up Ticket is created in order to contain all the following Events that happen between the client and ERP5 team which are related to the original Event. We can easily access to it by <strong>clicking the plane icon</strong>
in the right side of this field.
</p>
</details>
...
...
@@ -583,7 +583,7 @@ We will ask our team member “Yingjie XU” to take care of this Event.
<h1>Edit the Follow Up Ticket - Define the Operators</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Edit.Follow.Up.Ticket?format=png"type="image/png"title="Edit the Follow Up Ticket "alt="Edit the Follow Up Ticket ">
<detailsopen="open">
<p>Now we can access to the Follow Up Ticket of the incoming Event - the Support Request Ticket we just created. In the page of the Ticket, as circled in red, you can now define the Manager, the Supervisor and the Operators, so they will know through their worklist that they are responsible to process the Ticket.</p><p>As circled in blue, you can already see the Event from which we created the Support Request Ticket has been contained in the Events List of this Ticket. From now on, every interactions happen later between the operators and the client will be recorded in this Ticket, and clearly listed in the Events List.</p><p>Now we can return to the event and we will now explain how to provide client John Doe with an answer to his question.</p>
<p>Now we can access the Follow Up Ticket of the incoming Event - the Support Request Ticket we just created. In the page of the Ticket, as circled in red, you can now define the Manager, the Supervisor and the Operators, so they will know through their worklist that they are responsible to process the Ticket.</p><p>As circled in blue, you can already see the Event from which we created the Support Request Ticket has been contained in the Events List of this Ticket. From now on, every interaction that occurs between the operators and the client will be recorded in this Ticket, and clearly listed in the Events List.</p><p>Now we can return to the event and we will now explain how to provide client John Doe with an answer to his question.</p>
</details>
<test>
<tableclass="test"style="display: none;">
...
...
@@ -679,9 +679,9 @@ We will ask our team member “Yingjie XU” to take care of this Event.
<h1>Create Response to client</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Create.Response?format=png"type="image/png"title="Create Response to client "alt="Create Response to client ">
<detailsopen="open">
<p>Now it is time to reply to the client. If you remember, we have created a Follow Up Ticket for this Event in order to record all the following interactions related to the original Event. But the same as those Events which can be handled in a simple way so not need to be assigned to a Follow Up Ticket, we will use the Action item List in the Event page to create responses to our clients. The only difference is, all the Events of replies or other interactions created from this Event will be related to it by "Event Origin" and be recorded in the Follow Up Ticket we created.</p><p>
<p>Now it is time to reply to the client. If you remember, we have created a Follow Up Ticket for this Event in order to record all the following interactions related to the original Event. Just like the Events, which can be handled in a simple way and do not need to be assigned to a Follow Up Ticket, we will use the Action item List in the Event page to create responses to our clients. The only difference is, all the Events of replies or other interactions created from this Event will be related to it by "Event Origin" and be recorded in the Follow Up Ticket we created.</p><p>
Now we will <strong>click on "Create Response" in the Action item List</strong>
in the Event page to reply to client John Doh.
in the Event page to reply to our client, John Doe.
</p>
</details>
<test>
...
...
@@ -710,11 +710,11 @@ We will ask our team member “Yingjie XU” to take care of this Event.
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Edit.Response?format=png"title="Edit the response"alt="Edit the response">
<detailsopen="open">
<p>
Now we reached the Reponse editing page. We will first edit the reply in the "Message" field, then check the other information in this page such as Title, Date, etd. When you are sure everything is correctly edited, click on "Create Response", then <strong>the response will be sent to the client and be created automatically as an outgoing Event with a state of "Sent"</strong>
Now we reached the Reponse editing page. We will first edit the reply in the "Message" field, then we will check the other information on this page such as Title, Date, etc. When you are sure everything is correctly edited, click on "Create Response", then <strong>the response will be sent to the client and will be created automatically as an outgoing Event in the "Sent" state</strong>
.
</p><p>
<strong>You should be very careful before click on "Create Response"</strong>
, because after this action, your message to clients will be sent to them and cannot be modified any more.
<strong>You should be very careful before clicking on "Create Response"</strong>
, because after this action, your message to the clients will be sent to them and cannot be modified any more.
</p>
</details>
<test>
...
...
@@ -743,10 +743,10 @@ We will ask our team member “Yingjie XU” to take care of this Event.
Here we are back to the original Event Mail Message from client John Doh. As you can see on this page, it is stated <strong>"Response Created"</strong>
, which means this Information Request has been replied.
Here we are back to the original Event Mail Message from our client John Doe. As you can see on this page, it is stated <strong>"Response Created"</strong>
, which means this Information Request has been replied to.
</p><p>
You can still access to the Response Event you have sent to clients to see the details, just have to click on the <strong>"Related Events" tab</strong>
You can still access the Response Event you have sent to clients to see the details, you just have to click on the <strong>"Related Events" tab</strong>
.
</p>
</details>
...
...
@@ -775,9 +775,9 @@ We will ask our team member “Yingjie XU” to take care of this Event.
<detailsopen="open">
<p>
Now we are lead to the <strong>Related Events tab</strong>
of the original incoming Event from John Doh, which we "Declare as Received", "Deliver" and "Create Response".
of the original incoming Event from John Doe, which we "Declare as Received", "Deliver" and "Create Response".
</p><p>
As we just created one response to the original Event from John Doh, there is only one Event listed in the tab which is the Response mail we want to check. <strong>Click on this Event to open it</strong>
As we just created one response to the original Event from John Doe, there is only one Event listed in the tab which is the Response mail we want to check. <strong>Click on this Event to open it</strong>
.
</p>
</details>
...
...
@@ -807,10 +807,10 @@ We will ask our team member “Yingjie XU” to take care of this Event.
Now we have accessed to the <strong>new Event created automatically</strong>
Now we have access to the <strong>new Event created automatically</strong>
when we "Create Response" from the original incoming Event. The Event state is now
<strong>"sent”</strong>
, this means that the email containing the answer has been sent to the client John's email address!
, this means that the email containing the answer has been sent to the client, John Does's email address!
</p>
</details>
<test>
...
...
@@ -858,7 +858,7 @@ We will ask our team member “Yingjie XU” to take care of this Event.
<h1>Where is your processed Events (1)</h1>
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Browse.Support.Requests?format=png"title="Browse for Support Requests"alt="Browse for Support Requests">
<detailsopen="open">
<p>We will need to find all the related Events after we have communicated with the client, so we will go back to the Follow Up Ticket of the original Event, which we created to recorded all the related Events to the original Event from our clients.</p>You remember the Ticket is a Support Request. In order to find it, <strong>click on the “Browse” tab</strong>
<p>We will need to find all the related Events after we have communicated with the client, so we will go back to the Follow Up Ticket of the original Event, which we created to record all the related Events to the original Event from our clients.</p>As you remember the Ticket is a Support Request. In order to find it, <strong>click on the “Browse” tab</strong>
of your ERP5 instance Home Page, and
<strong>click on “Support Requests”</strong>
in order to reach the Support Request module.
...
...
@@ -885,7 +885,7 @@ We will ask our team member “Yingjie XU” to take care of this Event.
<imgsrc="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Browse.For.Support.Requests.Module?format=png"type="image/png"title="Browse for Support Requests module"alt="Browse for Support Requests module">
<detailsopen="open">
<p>
The red line is the line of the Support Request Ticket we created when we assigned the incoming Event.<strong>Click on this line</strong>
The red line highlights the Support Request Ticket we created when we assigned the incoming Event.<strong>Click on this line</strong>
in order to open this support Request Ticket.
</p>
</details>
...
...
@@ -924,9 +924,9 @@ We will ask our team member “Yingjie XU” to take care of this Event.
in order to understand which field is used for what (the Campaign and Support Request Tickets look exactly the same indeed).
</p><p>
<strong>The red area displays all the related Events stored in this ticket</strong>
. As you can see there are three Events listed: the first one is the original Event which is the incoming Event we created to notice our team of John's question. This Event is on the Delivered state, because user “Yingjie” acknowledged it. The second and third ones are the answers that we created for John Doh. These Events are on the “Sent” state, because the email was sent to the client!
. As you can see there are three Events listed: the first one is the original Event which is the incoming Event we created to notice our team of John's question. This Event is in the "Delivered" state, because user “Yingjie” acknowledged it. The second and third ones are the answers that we created for John Doe. These Events are in the “Sent” state, because the email was sent to the client!
</p><p>
<strong>From now on, this Support Request can be used if in the future, client John Doh sends new emails about configuration problems</strong>
<strong>From now on, this Support Request can be used if in the future, client John Doe sends new emails about configuration problems</strong>
. The only thing you will have to do in order to add Events to this Support Requests, is to open the “Action” item list and select “Create new Event”. Then the new Event will be created and associated automatically to the Ticket, as described in the
<imgalt="Send the Event (1): Confirm the planned Event"title="Send the Event (1): Confirm the planned Event"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Confirm.Event.Action.List.Confirm?format=png">
<detailsopen="open">
<p>
In order to send the Event, first we should verify that everything is correctly set in the Event sheet and then <strong>confirm</strong>
In order to send the Event, first we should verify that everything is correct in the Event sheet and then <strong>confirm</strong>
the
<strong>Planned Event</strong>
.
</p><p>Red Zone displays the current state of the Event is “planned”. This means that this Event has been created in the Follow Up Ticket, and waiting to be sent to the person set in the Recipient field of this Event. The person set in the Sender field will be displayed as the Sender when the Recipient receives the Event.</p><p>
</p><p>The Red Zone displays the current state of the Event is “planned”. This means that this Event has been created in the Follow Up Ticket, and waiting to be sent to the person set in the Recipient field of this Event. The person set in the Sender field will be displayed as the Sender when the Recipient receives the Event.</p><p>
When you are sure everything is fine, you can then confirm the planned Event. <strong>Open the Action item list</strong>
as circled in the Blu Zone on the sreenshot. Then
<strong>click on Confirm</strong>
...
...
@@ -181,7 +181,7 @@
<detailsopen="open">
<p>This is the page that asks for confirmation that you really want to send the Event. When an Event is sent, it cannot be modified anymore, so be careful.</p><p>
You can first <strong>add some comments</strong>
if needed, which will be seen only by you team. When you are ready to send the Event,
if needed, which will be seen only by your team. When you are ready to send the Event,
<strong>click on Send</strong>
.
</p>
...
...
@@ -203,14 +203,14 @@
<detailsopen="open">
<p>
After the Event is sent, you will have to check the <strong>Event status</strong>
to make sure the Event you created for the campaign Ticket has been sent to the recipient you set. There are
to make sure the Event is sent to the intended recipient. There are
<strong>three documents</strong>
you need to check in order to make sure that your Event has been sent, and that the Recipient has successfully received the Event:
<strong>the Event sheet, the Ticket sheet, and the Recipient's document</strong>
.
</p><p>
Now we will first look at the <strong>Event sheet</strong>
. After you click on Send in last step, you will be lead back on your Event sheet. As shown in the screenshot, first, you can see in the red circled area that the status of your Event has changed from "Confirmed" to "Sent", which means
. After you click on Send in the last step, you will be lead back on your Event sheet. As shown in the screenshot, first, you can see in the red circled area that the status of your Event has changed from "Confirmed" to "Sent", which means
<strong>your Event has been "Sent"</strong>
.
</p><p>
...
...
@@ -242,7 +242,7 @@
<detailsopen="open">
<p>
From the previous step we see that the <strong>Event sheet</strong>
shows the Event is sent. After we clicked on the plane icon, we have been lead to the sheet of the message Event's
shows the Event is sent. After we clicked on the plane icon, we are lead to the sheet of the message Event's
<strong>Follow Up Ticket</strong>
- in our example the Beta Developer Program. So as you can see circled in red on the screenshot of the Campaign Ticket, in the
<strong>Events list</strong>
...
...
@@ -250,7 +250,7 @@
<strong>your Event has been sent</strong>
.
</p><p>
However, are you sure that your Event has been sent to the right person-the Recipient that you set in the Event? And do you want to know how does this message Event behaves on the person document of the Recipient? In order to have a clear look, we will need to access to the <strong>Person Document of the Recipient</strong>
However, are you sure that your Event has been sent to the right person/the Recipient that you set in the Event? And do you want to know how this message Event is displayed on the person document of the Recipient? In order to have a clear look, we will need to access to the <strong>Person Document of the Recipient</strong>
.
<strong>Open the “Modules” item list, and click on “Person”</strong>
. This will lead you to the person module of your ERP5 instance, displaying the list of
...
...
@@ -293,8 +293,8 @@
<imgalt="Check the Event status (3): Reach ERP5 Persons database"title="Check the Event status (3): Reach ERP5 Persons database"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.3.Persons.Database?format=png">
<detailsopen="open">
<p>
Now that you have been lead to the Persons database of your ERP5 instance which displays the list of the persons stored in your instance.<strong>Click on the line of the Recipient of the Event</strong>
, in our example, we choose one of the recipients to whom the mail message were sent to: Rafaël Dubois.
Now that you have been lead to the Persons database of your ERP5 instance which displays the list of the persons stored in your instance,<strong>Click on the line of the Recipient of the Event</strong>
. In our example, we choose one of the recipients to whom the mail message was sent.
</p>
</details>
<test>
...
...
@@ -313,9 +313,9 @@
<imgalt="Check the Event status (4): In the Recipient's document"title="Check the Event status (4): In the Recipient's document"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.4.Recipient.Document?format=png">
<detailsopen="open">
<p>
Now we have been redirected to Rafaël Dubois's Person Document, to check how does the Event behaves in this document, we will <strong>click on the “Event” tab</strong>
, as circled on top of the screenshot.
</p><p>In ERP5 the Event tab of the person document displays all the Events that have been sent or received by a person. As you can see on the screenshot, the Event we have sent in this tutorial is displayed here. This method helps you follow the relations you have with your clients, suppliers and prospects. If you click on the Event, you will be redirected to the sheet of this Event.</p>
Now we have been redirected to Rafaël Dubois's Person Document (the recipient you choose may differ), to check how the Event behaves in this document, we will <strong>click on the “Event” tab</strong>
, as circled in the top of the screenshot.
</p><p>In ERP5 the Event tab of the person document displays all the Events that have been sent or received by a person. As you can see in the screenshot, the Event we have sent in this tutorial is displayed here. This method helps you follow the relations you have with your clients, suppliers and prospects. If you click on the Event, you will be redirected to the sheet of this Event.</p>
