@@ -45,11 +45,11 @@ or an educational license. For more information, contact info@nexedi.com
<p>
In ERP5 you can create many different documents. In order to add a document, you can <b>click on the tab 'New'</b> then choose the kind of document you want to create. In our example we will <b>create a text</b> document.
</p><p>The available documents are:</p><p>
- <b>File</b>: it can contain whatever you want without any requirements of format or size. It must be used if the document you wish to contribute is not in on of the other available format.
- <b>File</b>: it can contain whatever you want without any requirements of format or size. It must be used if the document you wish to contribute is not one of the other available formats.
</p><p>
- <b>Drawing</b>: It is for document created with Open Office draw software or equivalent.
</p><p>
- <b>PDF</b>: It is for any document which you have only in PDF.
- <b>PDF</b>: It is for any document you only have in PDF.
</p><p>
- <b>Text</b>: it is for text documents created with Open Office writer or similar software.
</p><p>
...
...
@@ -68,7 +68,7 @@ or an educational license. For more information, contact info@nexedi.com
<h1>Edit the document "View" page</h1>
<imgalt="Fill in the metadata"title="Fill in the metadata"src="http://img.erp5.cn/osoe-howto-fill.in.metadata.versioning-screenshot?format=png"type="image/png">
<detailsopen="open">
<p>Once you created the document into ERP5, you have to fill in the informations to categorize your document.</p><p>The first informations to enter are the Identifiers fields. Those fields are the one which will be used to create a unique reference for the document. You have to fill in the:</p><p>
<p>Once you created the document into ERP5, you have to fill in the information to categorize your document.</p><p>The first information to enter are the Identifiers fields. Those fields are the one which will be used to create a unique reference for the document. You have to fill in the:</p><p>
<b>Title</b>: Which is the complete title of the document
</p><p>
<b>Short Title</b>: which will mainly be used in breadcrumb
...
...
@@ -77,7 +77,7 @@ or an educational license. For more information, contact info@nexedi.com
</p><p>
<b>Version</b>: you must choose the version of the document. Start at 001, then increase it for each version
</p><p>
<b>Language</b>: choose the language of the document. Should be two letters according to the ISO601 standard for languages. It will be used to display the proper document depending of the language of the interface.
<b>Language</b>: choose the language of the document. The field should contain two letters according to the ISO601 standard for languages. It will be used to display the proper document depending of the language of the interface.
</p><p>You have a field where you can add the name(s) of the contributor(s).</p>
</details>
<detailsopen="open">
...
...
@@ -91,13 +91,13 @@ or an educational license. For more information, contact info@nexedi.com
<h1>Upload the file</h1>
<imgalt="Upload the file"title="Upload the file"src="http://img.erp5.cn/osoe-howto-upload.file-screenshot?format=png"type="image/png">
<detailsopen="open">
<p>Once you saved all informations required to classify the document, you can upload the original document into ERP5.</p><p>For that you just have to click on 'Browse' then to select the document on your computer. It will then write the path to the document into the field. When you click on the Save button, the document is then uploaded and converted.</p><p>You must take a look at the 'File State' of the document. It will tell you if there is a document or not (ie. empty), and if the document is ready for use (ie. Converting or Converted).</p><p>We can see that the 'Revision' which is under the 'File State' is increasing each time we click on the 'Save' button. This is because the system keep track of every changes which are made on the document.</p>
<p>Once you saved all information required to classify the document, you can upload the original document into ERP5.</p><p>For that you just have to click on 'Browse' then to select the document on your computer. It will then write the path to the document into the field. When you click on the Save button, the document is then uploaded and converted.</p><p>You must take a look at the 'File State' of the document. It will tell you if there is a document or not (ie. empty), and if the document is ready for use (ie. Converting or Converted).</p><p>We can see that the 'Revision' which is under the 'File State' is increasing each time we click on the 'Save' button. This is because the system keep track of every changes which are made on the document.</p>
</details>
</section><sectionclass="screenshot">
<h1>Work on the document</h1>
<imgalt="Work on the document"title="Work on the document"src="http://img.erp5.cn/osoe-howto-work.document-screenshot?format=png"type="image/png">
<detailsopen="open">
<p>When you want to work on the document, you first have to download an editable file, then do the changes you want and upload it again.</p><p>In order to download the file, you must click on the Import/Export Icon, then select Export. You can choose the format of the file and the name of the file which will be created. By default the name is 'Reference-Version-Language'. It is a good name since it create a unique file name for this document.</p><p>Once you download the file, you can edit it with the proper software. We recommend you to use Open Office.</p><p>Once it is finished, you can re-upload the file as you did before. Click on 'Browse' on the main tab of the document, select the document on your computer, then click on the 'Save' button.</p><p>You can see that the revision number has increased. Each change is recorded and kept in the system so you don't loose any informations.</p><p>Note: Be careful while you have the document on your computer, anyone can download, edit and upload the new version of the document. If you upload your file after, you will erase his/her changes. You must perform your changes as quickly as you can, and make sure that no one else is working on it in the same time.</p>
<p>When you want to work on the document, you first have to download an editable file, then do the changes you want and upload it again.</p><p>In order to download the file, you must click on the Import/Export Icon, then select Export. You can choose the format of the file and the name of the file which will be created. By default the name is 'Reference-Version-Language'. It is a good name since it create a unique file name for this document.</p><p>Once you download the file, you can edit it with the proper software. We recommend you to use Open Office.</p><p>Once it is finished, you can re-upload the file as you did before. Click on 'Browse' on the main tab of the document, select the document on your computer, then click on the 'Save' button.</p><p>You can see that the revision number has increased. Each change is recorded and kept in the system so you don't lose any information.</p><p>Note: Be careful when you have the document on your computer, anyone can download, edit and upload the new version of the document. If you upload your file after, you will erase his/her changes. You must perform your changes as quickly as you can, and make sure that no one else is working on it in the same time.</p>
</details>
</section><sectionclass="screenshot">
<h1>Release the document</h1>
...
...
@@ -114,7 +114,7 @@ or an educational license. For more information, contact info@nexedi.com
<p>In order to share this document, you will have to choose different level of publication. You can choose between hiding the document, sharing it and publishing it.</p><p>
<b>Hide</b>: Hiding the document is used when you already shared it or published it and that you want to correct something on it. When you do so, only users who have the rights to edit the document can view it.
</p><p>
<b>Share</b>: Sharing the document is used to share it within a specific area of users which can log into your system. Depending on the Classification of the document, And users rôle within groups or projects, users of your instance will be able to see the document or not.
<b>Share</b>: Sharing the document is used to share it within a specific area of users which can log into your system. Depending on the Classification of the document, and the users role within groups or projects, users of your instance will be able to see the document or not.
</p><p>
<b>Publish</b>: Publishing a document will make it completely public. You can then give the URL to anyone, he will be able to see it:
@@ -124,7 +124,7 @@ or an educational license. For more information, contact info@nexedi.com
<h1>Prepare next version</h1>
<imgalt="Prepare next version"title="Prepare next version"src="http://img.erp5.cn/osoe-howto-hide.prepare.next.version-screenshot?format=png"type="image/png">
<detailsopen="open">
<p>After publishing the first version of your document, you might want to work on the next release. You could create a new document from scratch, but the easiest way is to duplicate the document which already exist, then to increase the version of the document.</p><p>We now have a new working copy of the document to prepare next version. You can work on it as we explained before.</p><p></p>
<p>After publishing the first version of your document, you might want to work on the next release. You could create a new document from scratch, but the easiest way is to duplicate the document which already exist, then to increase the version of the document.</p><p>We now have a new working copy of the document to prepare the next version. You can work on it as we explained before.</p><p></p>
</details>
</section><sectionclass="screenshot">
<h1>Release/Publish the second version</h1>
...
...
@@ -163,7 +163,7 @@ or an educational license. For more information, contact info@nexedi.com
</li>
</ul>
<p>
Once all those properties are filled in and the document saved, you can upload it thanks to the '<b>Contribute</b>' action, and all those properties will be displayed in the right fields.
Once all those properties are filled out and the document is saved, you can upload it thanks to the '<b>Contribute</b>' action, and all those properties will be displayed in the right fields.
</p><p>The same will be done by ERP5 with your document, if you download a document from it, ERP5 will fill in all those properties.</p>
<p>Grade describes the position in an organisation from a "honorific" point of view. Salary is also usually based on grade, rather than on function.</p><p>Typical example of grade can be:</p><p>- owner: You can use "owner" for shareholder, partner or associate of the organization, who has the decision power in the board.</p><p>- executive: For the company managers who are "executives", eg, CEO /CFO /CIO, you can use "executive" as grade. Note that for the other managers, they are treated as employees from a work law point of view, so they belong to the grade "employee".</p><p>- employee: Full-time or part-time employees.</p><p>- member: As stated in "Role", for some association or organisation which are not a company, maybe there are not owner, executive manager or employees, but there are members (active member who are voted into the board to have decision right, and non-active members). So you can use "member" as grade for this kind of organisations.</p><p>- trainee: Please remember this grade when there are trainees in the organisation.</p><p>There is no direct relation between grade and function. Grades differ from function in the sense that function describes actual operational position while grade describes a honorific position. A typical example is in the army, there are grades such as "General" and "Commander". Some army Generals are sometimes assigned to research management functions. Their grade is still general but their function is Director of R&D Center</p>
<p>Grade describes the position in an organisation from a "honorific" point of view. Salary is also usually based on grade, rather than on function.</p><p>Typical example of grade can be:</p><p>- owner: You can use "owner" for shareholder, partner or associate of the organization, who has the decision power in the board.</p><p>- executive: For the company managers who are "executives", e.g. CEO /CFO /CIO, you can use "executive" as grade. Note that for the other managers, they are treated as employees from a work law point of view, so they belong to the grade "employee".</p><p>- employee: Full-time or part-time employees.</p><p>- member: As stated in "Role", for some associations or organisations which are not a company, maybe there is not an owner, executive manager or employees, but there are members (active member who are voted into the board to have decision right, and non-active members). So you can use "member" as grade for this kind of organisations.</p><p>- trainee: Please remember this grade when there are trainees in the organisation.</p><p>There is no direct relation between grade and function. Grades differ from function in the sense that function describes actual operational position while grade describes a honorific position. A typical example is in the army, there are grades such as "General" and "Commander". Some army Generals are sometimes assigned to research management functions. Their grade is still general but their function is Director of R&D Center</p>
<p>Please fill here the list of regions and counties in the world according to your point of view.</p><p>UNO standards exist for this. However, they do not cover business concepts such as EMEA (Europe, Middle East, Asia). Moreover, the choice of a list of regions includes both commercial and political consequences.</p><p>For example, it is usual when sending a letter to Barcelona to locate Barcelona in Catalunya, Espagne (French is the standard for international mail). This would not be the case in France where few people consider writing to someone in Lyon, Rhone-Alpes, France but would write to someone in Lyon, France.</p><p>Consider also the case of Corsica which is more sensitive, or of any region in which part of its inhabitants consider that they belong to a country which aims at becoming independent from what they view as an occupation force. There numerous examples of this kind, including Taiwan which is a major industrial country and which is not considered as such by UNO.</p>
<p>Please fill here the list of regions and countries in the world according to your point of view.</p><p>UNO standards exist for this. However, they do not cover business concepts such as EMEA (Europe, Middle East, Asia). Moreover, the choice of a list of regions includes both commercial and political consequences.</p><p>For example, it is usual when sending a letter to Barcelona to locate Barcelona in Catalunya, Espagne (French is the standard for international mail). This would not be the case in France where few people consider writing to someone in Lyon, Rhone-Alpes, France but would write to someone in Lyon, France.</p><p>Consider also the case of Corsica which is more sensitive, or of any region in which part of its inhabitants consider that they belong to a country which aims at becoming independent from what they view as an occupation force. There numerous examples of this kind, including Taiwan which is a major industrial country and which is not considered as such by UNO.</p>
</details>
<detailsopen="open">
<p>Another example is Japan, which most inhabitants consider that they are not part of Asia (China is part of Asia for them). Doing business in Asia often requires a special treatment for Japan, which is considered as a continent on its own, whereas China influenced countries are put in a single group.</p><p>We advice you making your own classification of regions in the world and making it as independent as possible of future changes (will Taiwan be part of China in 10 years ? will New Caledonia become independent in 5 years ?). Geopolitics may evolve, but business remains.</p><p>Regions need also sometimes a higher level of precision, but not uniformly. A European business does not care about states in the USA. However, a USA business needs to keep track of its clients based on the state information. USA states should therefore appear in the region category for a USA business. The same is true for a Japanese business, which probably needs prefectures (ex. Kanagawa) yet does not use very often the political concept of "region" (ex. Chubu) which does not make much sense usually in Japanese business culture. And a local business may require a precision at the level of the different areas in the same city.</p>
...
...
@@ -122,7 +122,7 @@ or an educational license. For more information, contact info@nexedi.com
<p>The provided examples show three basic configurations:</p><p>International organizations may consider structuring the regions into continents. The hierarchy can be more detailed on the second level. For example, Europe could be further divided into northern and southern Europe or relevant countries.</p><p>Organizations and companies, which are focused on several countries could consider structuring the regions into that countries.</p><p>Small companies with local market alignment may structure their regions based on smaller geographical units like states. It is possible to combine the level of modelling granularity by using the hierarchy. The level of detail depends on the requirements of your company.</p><p>Remaining markets could be assigned to a "Other" or "Rest of World" region group.</p>
<p>The provided examples show three basic configurations:</p><p>International organizations may consider structuring the regions into continents. The hierarchy can be more detailed on the second level. For example, Europe could be further divided into northern and southern Europe or relevant countries.</p><p>Organizations and companies, which are focused on several countries could consider structuring the regions into those countries.</p><p>Small companies with local market alignment may structure their regions based on smaller geographical units like states. It is possible to combine the level of modeling granularity by using the hierarchy. The level of detail depends on the requirements of your company.</p><p>Remaining markets could be assigned to an "Other" or "Rest of World" region group.</p>
</details>
</section><sectionclass="illustration">
<h1>Skill</h1>
...
...
@@ -134,19 +134,19 @@ or an educational license. For more information, contact info@nexedi.com
<p>It's time to fill the list of nationalities in the world according to your point of view.</p><p>UNO standards exist for this. However, they do not cover all nationalities. For example, the nationality of a Chinese from mainland and a Chinese from HK is treated quite differently by immigration services in Western Europe.</p><p>A person from Taiwan is considered as Taiwanese by some people and as Chinese by others. His or her passport mentions "Republic of China". Addressing to a Taiwan inhabitant as he or she was Chinese can sometimes create a lot of frustration.</p><p>Another interesting case is the case of group of counties (EU, CEDEAO, etc.) which inhabitants carry a passport with a dual mention: the group of countries and the country itself.</p><p>We advice you to define your own view on nationalities so that it serves best your business needs.</p>
<p>It's time to fill the list of nationalities in the world according to your point of view.</p><p>UNO standards exist for this. However, they do not cover all nationalities. For example, the nationality of a Chinese from mainland and a Chinese from HK is treated quite differently by immigration services in Western Europe.</p><p>A person from Taiwan is considered as Taiwanese by some people and as Chinese by others. His or her passport mentions "Republic of China". Addressing to a Taiwan inhabitant as he or she was Chinese can sometimes create a lot of frustration.</p><p>Another interesting case is the case of group of counties (EU, CEDEAO, etc.) which inhabitants carry a passport with a dual mention: the group of countries and the country itself.</p><p>We advise you to define your own view on nationalities so that it serves best your business needs.</p>
</details>
</section><sectionclass="illustration">
<h1>Activity - industry segments</h1>
<imgalt="Activity - industry segments"title="Activity - industry segments"src="http://img.erp5.cn/P-CLOUDIA-Category.Spreadsheet.HowTo.Activity?format=png"type="image/svg+xml">
<detailsopen="open">
<p>Activities describe your view on all possible economic activities in the world. There are UNO, European standards for activities. However, it is better to define your own classification based on specific business requirements</p><p>Activities are different from function. Activities usually relate to a classification of third parties based on the nature of their industry (ex. banking, IT, automotive) whereas function is independent of the activity (i.e. both an IT and an automotive company can have entity which has the function of a warehouse).</p>
<p>Activities describe your view on all possible economic activities in the world. There are UNO, European standards for activities. However, it is better to define your own classification based on specific business requirements</p><p>Activities are different from function. Activities usually relate to a classification of third parties based on the nature of their industry (e.g. banking, IT, automotive) whereas function is independent of the activity (i.e. both an IT and an automotive company can have entity which has the function of a warehouse).</p>
</details>
</section><sectionclass="illustration">
<h1>Activity - industry segments</h1>
<imgalt="Activity - industry segments"title="Activity - industry segments"src="http://img.erp5.cn/P-CLOUDIA-Category.Spreadsheet.HowTo.Activity.Fill?format=png"type="image/svg+xml">
<detailsopen="open">
<p>Activities describe your view on all possible economic activities in the world. There are UNO, European standards for activities. However, it is better to define your own classification based on specific business requirements</p><p>Activities are different from function. Activities usually relate to a classification of third parties based on the nature of their industry (ex. banking, IT, automotive) whereas function is independent of the activity (i.e. both an IT and an automotive company can have entity which has the function of a warehouse).</p>
<p>Activities describe your view on all possible economic activities in the world. There are UNO, European standards for activities. However, it is better to define your own classification based on specific business requirements</p><p>Activities are different from functions. Activities usually relate to a classification of third parties based on the nature of their industry (ex. banking, IT, automotive) whereas function is independent of the activity (i.e. both an IT and an automotive company can have entity which has the function of a warehouse).</p>
</details>
</section><sectionclass="illustration">
<h1>Publication Section</h1>
...
...
@@ -164,7 +164,7 @@ or an educational license. For more information, contact info@nexedi.com
<h1>Grading of the Configurations</h1>
<imgalt="Grading of the Configurations"title="Grading of the Configurations"src="http://img.erp5.cn/P-CLOUDIA-Category.Spreadsheet.HowTo.Grading?format=png"type="image/svg+xml">
<detailsopen="open">
<p>The configurations are graded by the tutor based on how clear the company is modeled in the configuration.</p><p>Columns that have to be corrected by the tutor are penalized.</p><p>For both, questionnaire and configuration filling, you get the possibility to improve the answers and configuration based on the comments made by the tutor. Although you get two marks (one after the first submission and one after your correction of the results) only the second mark is relevant for your final grading. As a result, it is possible the reach the maximum number of points if the correction of the configuration is done properly.</p>
<p>The configurations are graded by the tutor based on how clear the company is modeled in the configuration.</p><p>Columns that have to be corrected by the tutor are penalized.</p><p>For both, questionnaire and configuration filling, you get the possibility to improve the answers and configuration based on the comments made by the tutor. Although you get two marks (one after the first submission and one after your correction of the results) only the second mark is relevant for your final grading. As a result, it is possible to reach the maximum number of points if the correction of the configuration is done properly.</p>
@@ -51,7 +51,7 @@ or an educational license. For more information, contact info@nexedi.com
About strategy, executives often mention this word to hide the fact that they have no actual priorities for their ERP implementation.
</p>
<p>
Productivity - sometimes mentionned as efficient user interface - is also a way to escape from defining clear goals in terms of quantitative management. Real productivty derives
Productivity - sometimes mentioned as efficient user interface - is also a way to escape from defining clear goals in terms of quantitative management. Real productivty derives
from automation: an executive who has clear goals with thus explain how he plans to change organisation with the ERP and which part can be automated.
</p>
<p>
...
...
@@ -73,13 +73,13 @@ or an educational license. For more information, contact info@nexedi.com
<p>This question aims on identifying the output of the company, encompassing products, services or trading goods. Give the highest possible detail on what is sold (with hierarchy), where it is sold and to whom it is sold.</p><p>It is also possible to use ERP5 only for a department or special task in the organisation. In this case both the company's (generally) and the department's (detailed) products have to be documented.</p>
<p>This question aims at identifying the output of the company, encompassing products, services or trading goods. Give the highest possible detail on what is sold (with hierarchy), where it is sold and to whom it is sold.</p><p>It is also possible to use ERP5 only for a department or special tasks within the organisation. In this case both the company's (generally) and the department's (detailed) products have to be documented.</p>
<p>This question aims on identifying the input for the organisation. The input can be used, purchased or recycled by the company.</p><p>If you only use ERP5 for a department or special task in the organisation, make sure to describe the inputs explicitly for both the whole company and the department ERP5 is used in.</p>
<p>This question aims at identifying the input for the organisation. The input can be used, purchased or recycled by the company.</p><p>If you only use ERP5 for a department or special task in the organisation, make sure to describe the inputs explicitly for both the whole company and the department ERP5 is used in.</p>
</details>
</section><sectionclass="illustration">
<h1>Question description</h1>
...
...
@@ -97,19 +97,19 @@ or an educational license. For more information, contact info@nexedi.com
<p>This question aims on identifying a process the company is handling successful. Ensure to describe an explicit process with humans interacting. Give as much detail as possible about the time span for each sub-process and point out why this is a benefit for the company.</p><p>Additionally asking the 5-w questions helps ensuring that all facets are considered.</p>
<p>This question aims at identifying a process the company is handling successful. Ensure to describe an explicit process with humans interacting. Give as much detail as possible about the time span for each sub-process and point out why this is a benefit for the company.</p><p>Additionally asking the 5-w questions helps ensuring that all facets are considered.</p>
<p>This question aims on identifying a process the company is handling wrongly. Describe an explicit process with humans interacting. Give as much detail as possible about the time span for each sub-process and point out what could be improved.</p><p></p>Additionally asking the 6-w questions helps ensuring that all facets are considered.<p></p>
<p>This question aims at identifying a process the company is handling wrongly. Describe an explicit process with humans interacting. Give as much detail as possible about the time span for each sub-process and point out what could be improved.</p><p></p>Additionally asking the 6-w questions helps ensuring that all facets are considered.<p></p>
<p>This question aims on identifying possible solutions based on the improvement potential.</p><p>Describe an explicit process with humans interacting. Give as much detail as possible about the time span for each sub-process and point out why it is an improvement.</p>
<p>This question aims at identifying possible solutions based on the improvement potential.</p><p>Describe an explicit process with humans interacting. Give as much detail as possible about the time span for each sub-process and point out why it is an improvement.</p>
@@ -27,9 +27,8 @@ or an educational license. For more information, contact info@nexedi.com
<li>Profits</li>
</ul>
<detailsopen="open">
<p>The goal of this lesson is to teach accounting in a way which will be valid in the next 100 years or more. For that purpose, we introduce in the lesson
the concepts of accounting using a set theory formalism.</p>
<p>We believe that too much fashion, too many fuzzy words are used in the current approaches of accounting education. Students learn about the so-called
<p>The goal of this lesson is to teach accounting in a way which will be valid in the next 100 years or more. For that purpose, in this lesson we will introduce the concepts of accounting using a set theory formalism.</p>
<p>We believe that too much fashion and too many fuzzy words are used in the current approaches of accounting education. Students learn about the so-called
general accounting, which is not general at all and which is usually presented in a way which is specific to each legislation. Students learn about
the so-called cost accounting, which has no relation to costs. Students learn about analytical accounting, with a singular, instead of learning about
accounting analytics, with a plural. Students learn about activity based accounting, which is just one example of accounting analytics.</p>
...
...
@@ -41,8 +40,8 @@ or an educational license. For more information, contact info@nexedi.com
<p>The first concept in accounting is the <strong>Account</strong>. An account is a point in an arbitrary N-dimensional discrete space. Some people like to give names to those dimensions, names which will likely become irrelevant in a century. Dimension 1 is called “General Account”. It represents the economic nature of the account: income, expense, inventory, etc. Dimension 2, the “Party”, represents a supplier, a client, a business unit or any 3rd party. Dimension 3, the “Project”, represents a project in a company which does project management. Dimension 4, the “Activity”, represents activities such as gardening. More dimensions could be used to provide more powerful accounting analytics.</p></details></section><section>
<p>Governments, especially in countries of Civil Law, like to define an official space of accounts, called <strong>L</strong>. This space of account contains usually a few thousand standard account names which are required to be used to produce legislation dependent tax reports and exchange data.</p>
<p>This space of account can evolve. Many accountants believe that Dimension 1 of the space of accounts is the space of accounts provided by the government. This creates a lot of troubles each time the legislation changes or whenever a company has subsidiaries in different countries. </p>
<p>Governments, especially in countries of Civil Law, like to define an official space of accounts, called <strong>L</strong>. This space of account usually contains a few thousand standard account names, which are required to be used to produce legislation dependent tax reports and to exchange data.</p>
<p>This space of account can evolve. Many accountants believe that Dimension 1 of the space of accounts is provided by the government. This creates a lot of trouble each time the legislation changes or whenever a company has subsidiaries in different countries. </p>
<p>To solve all these problems, we define here a Legislation L as a mapping between the space of Accounts A and a single dimension discrete space which represents one possible legislation. Thanks to this approach, called indirection, our space of accounts no longer depends on political fashion, as long as A is a superset of L.</p>
<p>In countries, especially in countries of Common Law, governments prefer to define accounting principles through quite ambiguous rules. Those rules are then interpreted by chartered accountants who use their legal expertise to create their own space of account. It is like the Legislation L is provided here by chartered accountants instead of being provided by the government.</p></details></section><section>
<p>An accounting transaction is a finite series of sextuples. Each item is a finite series is called a transaction line.</p>
<p>Each sextuple is made of 3 couples The first couple represents the account of the transaction at the <strong>source</strong> and the amount in the currency of the source. The second couple represents the account of the transaction at the <strong>destination</strong> and the amount of the transaction in the currency of the destination. The third tuple represents the <strong>currency</strong> and the amount in that currency of the transaction.</p>
<p>Let us give an example to explain. If the source represents the supplier and if the destination represents the client. If the supplier sells a product to a client with a price expressed in USD. If the supplier is a company in Germany which operates in EUR and the client is a company in Japan which operates in JPY, the amount of the invoice is expressed in USD. The supplier registers the invoice in its accounting using for example an “Income” or a “Receivable” account and expresses the amount in EUR. The client registers the invoice in its accounting using for example an “Expense” or a “Payable” account and expresses the amount in JPY.</p>
<p>For example if the source represents the supplier and if the destination represents the client. If the supplier sells a product to a client with a price expressed in USD. If the supplier is a company in Germany which operates in EUR and the client is a company in Japan which operates in JPY, the amount of the invoice is expressed in USD. The supplier registers the invoice in its accounting using for example an “Income” or a “Receivable” account and expresses the amount in EUR. The client registers the invoice in its accounting using for example an “Expense” or a “Payable” account and expresses the amount in JPY.</p>
<p>We have just described the simplest universal model of an accounting transaction. In our example, the accounting transaction has 2 lines. One line with Income at the source and Expense at the destination. One line with Receivable at the source and Payable at the destination.</p></details></section><section>
<p>Account Transactions form a finite series called the Journal <strong>J</strong>. Each item of the Journal defines a date <strong>t</strong> and a transaction <strong>T</strong>.</p></details></section><section>
...
...
@@ -85,8 +84,8 @@ or an educational license. For more information, contact info@nexedi.com
<p>Legislation reports consist are tax reports which define the subset of accounts on which the total should be made through membership tests on the Legislation function L.</p></details></section><section>
<h1>An Example of Account Partition</h1><imgtype="image/svg+xml"src="http://img.erp5.cn/P-OSOE-Accounting.Mathematician-An.Example.of.Account.Partition.formula?format="/><detailsopen="true">
<p>Accountants like to create partitions.</p>
<p>First, they make a difference between accounts of “our” company, called here Aacme and other accounts. Inside Aacme, they make a difference between accounts called Asset, Liability, Income and Expense. Those accounts represent traditional ways of creating accounts based on legal principles, which are rather universal. Yet, in some countries, Capital is considered as a 5th partition item whereas in others Capital is part of Liabilities. This is just a matter of Habit and Law.</p>
<p>Other ways of partitioning could be introduces of course.</p></details></section><section>
<p>First, they differentiate between accounts of “our” company, called here Aacme and other accounts. Inside Aacme, they make a difference between accounts called Asset, Liability, Income and Expense. Those accounts represent traditional ways of creating accounts based on legal principles, which are rather universal. Yet, in some countries, Capital is considered as a 5th partition item whereas in others Capital is part of Liabilities. This is just a matter of Habit and Law.</p>
<p>Other ways of partitioning could be introduced of course.</p></details></section><section>
<p>Accounts then define words, based on the partitioning. Profit is for example of the sum of transactions lines amounts for accounts which are either Income or Expense. Remember here that Expense is a negative value and Income a positive value, since we do not use Debit or Credit.</p></details></section><section>
@@ -19,77 +19,77 @@ or an educational license. For more information, contact info@nexedi.com
<h1>Agenda</h1>
<ul>
<li>The trade process</li>
<li>What is a sale order</li>
<li>What is a product</li>
<li>What is a sale order?</li>
<li>What is a product?</li>
<li>What are the conditions of a trade order?</li>
<li>The workflow of a sale order</li>
</ul><detailsopen="true">
<p>This guide has been created to teach the fundamentals of a sale/purchase order.</p>
<p><strong>
Note: in this session "Sale Orders", we will use another company Hongzhao as an example to explain how to create products, trade conditions and sale orders in ERP5. Hongzhao is also configured when we installed another ERP5 instance, the same way as presented in the tutorial <ahref="user-Howto.Configure.ERP5.for.SMB.With.Configurator/view">"Configure your instance using ERP5 Configurator"</a>. So when you are practicing, please replace Hongzhao with the company you created when you configured your ERP5 instance.
Note: in this session "Sale Orders", we will use another company Hongzhao as an example to explain how to create products, trade conditions and sale orders in ERP5. Hongzhao is also configured when we installed another ERP5 instance, the same way as presented in the tutorial <ahref="user-Howto.Configure.ERP5.for.SMB.With.Configurator/view">"Configure your instance using ERP5 Configurator"</a>. So when you are practicing, please replace Hongzhao with the company you created, when you configured your ERP5 instance.
<p>Companies are always selling either or both a service or a products. The global process of selling a product or a service is the same and can be divided in three important phases:</p>
<p>Companies are always selling either a service or a product or both. The global process of selling a product or a service is the same and can be divided into three important phases:</p>
<p>The first is the order from the client to our company</p>
<p>The second is the delivering of the goods, or the performing of the service</p>
<p>The last is invoicing what has been performed or delivered.</p>
<p>This presentation will focus on the first part of the trade process which is the order.</p></details></section><sectionclass="illustration">
<p>In order to have clients, we already have seen that the companies have to prospect for new clients. This is why they use the CRM module of an ERP. The sale agent of the company contact the potential client and present what the company has to sell. If the client is interested, a sale opportunity is created, then the client will say “ok, I am interested, but please give me an offer”.</p>
<p>So an offer will be made, but what is exactly an offer? Is it a special document or not? Should we have a special module named “offer”?</p>
<p>In fact the offer is what will link a sale opportunity to the sale order. The offer is a pre-sale order, it is an order which is given to the customer, and if the customer accept the offer, it will then become a confirmed order. This is why an offer is not at all different from an order, it is just an order which haven't yet being done by the customer.</p>
<p>But every sale opportunity is not always linked to an offer, so sometimes there is no pre-trade process.</p>
<p>We will now see what is an order made of.</p></details></section><sectionclass="illustration">
<p>In order to have clients, we have to prospect for new clients. This is why they use the CRM module of an ERP. The sales agent of the company contacts the potential client and presents what the company has to sell. If the client is interested, a sales opportunity is created, then the client will say “ok, I am interested, but please give me an offer”.</p>
<p>So an offer will be made, but what exactly is an offer? Is it a special document or not? Should we have a special module named “offer”?</p>
<p>In fact the offer is what will link a sales opportunity to the sales order. The offer is a pre-sales order, it is an order which is given to the customer, and if the customer accepts the offer, it will then become a confirmed order. This is why an offer is not at all different from an order, it is just an order which hasn't yet been confirmed by the customer.</p>
<p>However, not every sales opportunity is linked to an offer, sometimes there is no pre-trade process.</p>
<p>We will now see what an order is made of.</p></details></section><sectionclass="illustration">
<p>An order represents a movement of resource (goods, services) from a company to another. So in every order we will have a source (the supplier) and a destination (the buyer). But the destination can be more than one person or even organisation.</p>
<p>About the destination, We must distinguish three things:</p>
<p>The person or organisation which receives the goods, the person or organisation which is invoiced, and the person which is taking the decision to buy. This is why on an order we must have three fields to let us represent correctly the reality.</p>
<p>To illustrate those, we can take a look at how the supermarket is organised in France. The companies have buying centres in which they negotiate the prices for all of their brands. It allows them to have more power in the negotiation. But once they have bought one hundred thousand yoghurt, they ask for them to be delivered in small quantities in each of their distribution centre. So we already have a different destination point from the person which takes the decision to buy. Then we might have to invoice the buying centre, and not the distribution centre</p>
<p>We have also those kinds of distinction with the source of the movement.</p></details></section><sectionclass="illustration">
<p>Concerning the destination, We must distinguish three things:</p>
<p>The person or organisation which receives the goods, the person or organisation which is invoiced, and the person which is taking the decision to buy. This is why on an order we must have three fields to let us represent the reality correctly.</p>
<p>To illustrate these three fields, we can take a look at how the supermarket is organised in France. The companies have buying centres in which they negotiate the prices for all of their brands. It allows them to have more power in the negotiation. But once they have bought one hundred thousand cups of yoghurt, they ask for them to be delivered in small quantities in each of their distribution centres. So we already have a different destination point from the person, making the decision to buy. Then we might have to invoice the buying centre, and not the distribution centre</p>
<p>We have also need to distinct between the source of the movement.</p></details></section><sectionclass="illustration">
<p>With the source of the movement, we will have a person who is responsible for the offer which has been made. This person is responsible for the client, or at least for the conditions of the transaction. But it doesn't mean that this person is in the same organisation which will deliver the goods or this person is not the one which will deliver the service.</p>
<p>This is why we have a specific field about the organisation which is delivering. For example, companies as Nike don't produce their goods, they only work on design, marketing and on selling them. The entire production is handled by other companies. So those companies are the origin of the movement of goods which is done when an order is created.</p>
<p>But in such a case, the company which is invoicing is Nike.</p>
<p>Once we have correctly set up the origin and the destination of the resource, we must choose the products or the services we are talking about. But we need to see in detail what is a product or a service made of.</p></details></section><sectionclass="illustration">
<p>With the source of the movement, we will have a person who is responsible for the offer which is made. This person is responsible for the client, or at least for the conditions of the transaction. But it doesn't mean that this person is in the same organisation, which will deliver the goods or which will deliver the service.</p>
<p>This is why we have a specific field for the delivering organisation. For example, companies like Nike don't produce their goods, they only work on design, marketing and on selling them. The entire production is handled by other companies. So these companies are the origin of the movement of goods which are triggered when an order is created.</p>
<p>In this case, the company which is invoiced is Nike.</p>
<p>Once we have correctly set up the origin and the destination of the resource, we must choose the products or the services we are talking about. ButIn order to do this we need to see in detail what a product is or what a service made of.</p></details></section><sectionclass="illustration">
<h1>A product or a service</h1><imgalt="A product or a service"title="A product or a service"type="image/png"src="http://img.erp5.cn/P-OSOE-Trade.Product.or.Service?format=png"/><detailsopen="true">
<p>A product is any kind of goods sold by the company. It can be either the global package of a product, for example the product laptop will be composed of the laptop, the battery and the adaptor, but it can also be each part of a global package, for example a battery is a product, a power line is a product etc...</p>
<p>A product is any kind of good sold by the company. It can either be the global package of a product, for example the product laptop will be comprised of the laptop, the battery and the adaptor, but it can also be each part of a global package. For example a battery is a product, a power line is a product etc...</p>
<p>Services are the same but without goods. They represent a service which is provided by a company. For example a phone subscription is a service. An audit company will only sell services.</p>
<p>For both it is important to choose the right quantity unit. Quantity unit is how you measure a quantity of a specific good, or of a specific service. A service can be quantified in time, whereas a product can be counted in volume or in unit.</p></details></section><sectionclass="illustration">
<h1>A variation of product</h1><imgalt="A variation of product"title="A variation of product"type="image/png"src="http://img.erp5.cn/P-OSOE-Variation.Of.Product?format=png"/><detailsopen="true">
<p>Products and services can have what is called a “variant”. For example we can ask for a financial service on 6, 12 or 18 months. Those can be considered has a variation of the service.</p>
<p>Products can also have variations. For example a shirt can be bought in many different sizes. In such a case we will have a single variant. But it is not the only variation of a shirt, we can have many different colours of the same shirt, so we will have two variations on the same product. But we can also have the logo on it which might change...</p>
<p>For both it is important to choose the right quantity unit. Quantity unit is how you measure a quantity of a specific good, or of a specific service. A service can be quantified in time, whereas a product can be counted in volume or in units.</p></details></section><sectionclass="illustration">
<h1>A variation of a product</h1><imgalt="A variation of product"title="A variation of product"type="image/png"src="http://img.erp5.cn/P-OSOE-Variation.Of.Product?format=png"/><detailsopen="true">
<p>Products and services can have what is called a “variant”. For example we can ask for a financial service on 6, 12 or 18 months. Those can be considered as a variation of the service.</p>
<p>Products can also have variations. For example a shirt can be bought in many different sizes. In such a case we will have a single variant. But it is not the only variation of a shirt, we can have many different colours of the same shirt, so we will have two variations of the same product. We can also have the logo on it which might change...</p>
<p>So many products might in fact be the same at the origin and must be represented with a unique document within the IT system. Otherwise it is not possible to manage your products or services correctly.</p>
<p>How are products differentiated from one to another is up to the company. One company will think that a shirt in a different colour is a different product, one will think that it is not different. There is no universal way to categorise the products and it will always be made according to the point of view of the company.</p>
<p>The goods which are sold must be linked with a selling price. As we just have seen that a single product can have many different variations, the final price may not be the same. For example with clothes, if they are bigger, we might want to sell them a little bit more. So each variation can change the global price.</p>
<p>The other source of price variations is the quantity which is bought. The more we buy, the less they cost. So we must be able to create matrices with price and quantity for each of our products.</p></details></section><sectionclass="illustration">
<p>Conditions of a sale order are here to let you record the conditions on which you agreed with the other part.</p>
<p>For example you discuss with a buying centre, then they say “OK, we are referencing you as a supplier”. It is the time for you to create a specific trade condition for this organisation. Then each time you agree on a product, you will add a supply line.</p></details></section><sectionclass="illustration">
<p>For example you discuss with a buying centre, then they say “OK, we are referencing you as a supplier”. It is time for you to create a specific trade condition for this organisation. Then each time you agree on a product, you will add a supply line.</p></details></section><sectionclass="illustration">
<h1>Conditions – Taxes or Discount</h1><imgalt="Conditions – Taxes or Discount"title="Conditions – Taxes or Discount"type="image/png"src="http://img.erp5.cn/P-OSOE-Order.Taxe.or.Discount?format=png"/><detailsopen="true">
<p>Once we have chosen the right price we will sell the product for, we might want to give a global discount on the total price of the order. But we might also want to apply a global discount only on a part of the products sold. This is why we have what we call base contribution and base application. Base contribution are a way of creating a group on which we will be able to apply a discount. For example we can create a base contribution category which can be named “de-stock” and on every product sold with the de-stock price, we will apply a global discount of 50% on the usual price.</p>
<p>On the other hand we might want to apply surcharge prices on order. For example an order which have to be delivered in top priority will cost more than an order which is made six months before the delivery date.</p>
<p>Taxes are handled the same way than Discount are. They are a percentage of the global price. Using Base contribution and Base application allow us to set up multiple taxes as Quebecois taxes. In Quebec there are two taxes, and the second one applied to the global price, and on the first tax. So finally you pay taxes on taxes :-) .</p></details></section><sectionclass="illustration">
<p>On the other hand, we might want to apply surcharge prices on order. For example an order which has to be delivered in top priority will cost more than an order which is made six months before the delivery date.</p>
<p>Taxes are handled the same way Discounts are. They are a percentage of the global price. Using Base contribution and Base application allow us to set up multiple taxes as Quebecois taxes. In Quebec there are two taxes, and the second one applied to the global price, and on the first tax. So finally you pay taxes on taxes :-) .</p></details></section><sectionclass="illustration">
<p>How will be done the payment is a very important condition of the order. You will have to choose the means of payment, but also the time when the payment is due. You can decide that the entire amount is due on a particular date, but you can also decide that a part of the global payment is due on a specific date, and that the other is due on another date.</p>
<p>This is very important to be able to handle it correctly, because it is often a reason why companies which have commands cannot continue and go in bankruptcy.</p>
<p>It is possible to have a different business process with each of your client. This is why you should be able to modify the entire order of when the documents are generated.</p></details></section><sectionclass="illustration">
<p>How the payment will be done is a very important condition of the order. You will have to choose the means of payment, but also the time when the payment is due. You can decide that the entire amount is due on a particular date, but you can also decide that a part of the global payment is due on a specific date, and that the rest is due on another date.</p>
<p>This is very important to be handled correctly, because it is often a reason why companies which have commands cannot continue and go in bankruptcy.</p>
<p>It is possible to have a different business process with each of your clients. This is why you should be able to modify the entire order, when the documents are generated.</p></details></section><sectionclass="illustration">
<h1>Sale Order Workflow</h1><imgalt="Sale Order Workflow"title="Sale Order Workflow"type="image/png"src="http://img.erp5.cn/P-OSOE-Order.Sale.Order.Workflow?format=png"/><detailsopen="true">
<p>
So finally we have this global work-flow. As we already said about the pre-trade phase, the Sale Order module of an ERP system is capable of generating two documents which look the same: an Offer and an Order. <strong>After you create and "Make" an Order document, it will be in the state "Offered", which means an Offer is made, but presented as an Order</strong>
So finally we have this global work-flow. As we have already said about the pre-trade phase, the Sales Order module of an ERP system is capable of generating two documents which look the same: an Offer and an Order. <strong>After you create and "Make" an Order document, it will be in the state "Offered", which means an Offer is made, but presented as an Order</strong>
.
</p>
<p><strong>If the clients "Accept" the Offer, it becomes a “Planned” Order, which allows you to mark the Order that you think will be done</strong>
. It is like an extension of the offered state with the idea that there is a high possibility that this order will be done. You can then create the planned order on the entire year to manage your working capital, FR or BFR.
</p>
<p>
"Placed" state means the client has made the Order, and your company has received it. But <strong>it doesn't mean that you accepted it</strong>
"Placed" state means the client has made the Order, and your company has received it. But <strong>it doesn't mean that you have accepted it</strong>
.
</p>
<p>
"Confirmed" order means that you will handle the order, that you <strong>accepted it</strong>
"Confirmed" order means that you will handle the order and that you <strong>accepted it</strong>
.
</p>
<p>It is important to differentiate "Placed" orders from "Confirmed" orders since you might want to check if everything is in order with the client, or if you are capable of assuming the order etc.</p>
<p>It is important to differentiate "Placed" orders from "Confirmed" orders since you might want to check if everything is in order with the client, or if you are capable of fulfilling the order etc.</p>
<p>Once you confirm the Sale Order, a related Sale Packing List will be created automatically for the next step of the trade process. We will talk about this in the next session.</p></details></section><sectionclass="screenshot">
<h1>Sale Order Worklists</h1><imgalt="Sale Order Worklists"title="Sale Order Worklists"type="image/png"src="http://img.erp5.cn/user-Order.Sale.Order.List.With.Worklist?format=png"/><detailsopen="true">
<p>As we have already seen, the trade process can be managed through work-lists, which you can access by opening "My Favourites" menu. These work-lists are here to summarize the information that you can find in the Sale Orders module itself.</p></details></section>
\ No newline at end of file
<p>As we have already seen, the trade process can be managed through work-lists, which you can access by opening the "My Favourites" menu. These work-lists are there to summarize the information that you can find in the Sale Orders module itself.</p></details></section>
@@ -22,14 +22,14 @@ or an educational license. For more information, contact info@nexedi.com
</section><sectionclass="">
<h1>Agenda</h1>
<ul>
<li>What is a Packing list</li>
<li>Why do we use "Divergence"</li>
<li>What is the delivery process</li>
<li>What is a "Container"</li>
<li>What is a Packing list?</li>
<li>Why do we use "Divergence"?</li>
<li>What is the delivery process?</li>
<li>What is a "Container"?</li>
</ul>
<divstyle="float: left; width: 300px;"></div>
<detailsopen="open">
<p>Following last session "Sale Orders", in this session, we will learn how to manage the Sale Packing List created from a Sale Order. We will also learn to generate related Sale Invoice from a "Delivered" Sale Packing List.</p><p>
<p>Following the last session "Sale Orders", in this session, we will learn how to manage the Sale Packing List created from a Sale Order. We will also learn to generate a related Sale Invoice from a "Delivered" Sale Packing List.</p><p>
<strong>Note: in this session "Sale Packing Lists", we will still use the company Hongzhao. So when you are practicing, please replace Hongzhao with the company you created when you configured your ERP5 instance.</strong>
</p>
</details>
...
...
@@ -45,7 +45,7 @@ or an educational license. For more information, contact info@nexedi.com
<p>Why is a Packing List useful in an ERP system?</p><p>We could think that we have everything integrated in the Sale/Purchase Order, we already know which quantity of which product has been sold, so that we can know what will be the movement of goods related to this Order.</p><p>But in fact this is not true. It is not because an Order has been made for a specific quantity of a specific product so that it means we are going to deliver exactly what has been ordered.</p><p>For many different reasons, we might decide to deliver another product, or to deliver more or less products than what has been ordered.</p><p>
<p>Why is a Packing List useful in an ERP system?</p><p>We could think that we have everything integrated in the Sale/Purchase Order, we already know which quantity of which product has been sold, so that we can know what the movement of goods related to this Order will be.</p><p>But in fact this is not true. It is not because an Order has been made for a specific quantity of a specific product so that it means we are going to deliver exactly what has been ordered.</p><p>For many different reasons, we might decide to deliver another product, or to deliver more or less products than what has been ordered.</p><p>
For example, the customer ordered three different kinds of products, if we are missing one in stock, we may decide to send the two that we have, and to send the last one when it will be available. This is why we need to <strong>use Packing List to manage the divergence between the ordered products/services and the delivered products/services</strong>
, and so on we can manage the related invoices and payments for each shipments in a more efficient way.
</p><p>We will now see the different uses which can be made of the Packing List.</p>
...
...
@@ -55,39 +55,39 @@ or an educational license. For more information, contact info@nexedi.com
<imgalt="Packing Lists - Managing the stock"title="Packing Lists - Managing the stock"src="http://img.erp5.cn/user-Packing.List.Manage.Stock?format=png"type="image/png">
<detailsopen="open">
<p>
The most important aspect of the Packing List for the system is that it let us <strong>manage our stock of products or services</strong>
. As we have seen previously, we can't base the stock management on Sale or Purchase Order. In the company's business life, there will be many reasons why we won't deliver or receive goods or services which have been ordered. We couldn't neither base the stock management on the Invoice module. Once again, there will be many cases when we will deliver or receive goods or services which won't be invoiced.
The most important aspect of the Packing List for the system is that it lets us <strong>manage our stock of products or services</strong>
. As we have seen previously, we can't base the stock management on Sale or Purchase Order. In the company's business life, there will be many reasons why we won't deliver or receive goods or services which have been ordered. We can't base the stock management on the Invoice module either. Once again, there will be many cases when we will deliver or receive goods or services which won't be invoiced.
</p><p>The only way to keep track of the stock is then to use the Packing Lists.</p><p>
Packing Lists are used when we prepare the goods to be sent to the customer, or when we receive the goods from a supplier. We have the Order document, so we know what should be sent/received. As we have seen previously in the tutorial <ahref="user-Howto.Create.Sale.Orders/view">"How to create Sale Orders"</a>, in ERP5, <strong>the confirmed Order will automatically generate a Packing List</strong>
for the following trade process.
</p><p>Then we will prepare the goods and validate the Packing List. If we follow what was planned in the automatically generated Packing List, everything is fine. But if we don't send the correct quantity, we can still change it on the Packing List.</p><p>
Same when we receive goods, we have entered in our system a Purchase Order which has generated an "expected" Packing List. When we receive the goods, we can <strong>compare it with the Packing List of the supplier</strong>
, to see if on the paper the goods is what was expected. Then when we verify the goods, we will correct the received Packing List if required.
Similarly when we receive goods after sending a Purchase Order, an "expected" Packing List is generated. When we receive the goods, we can <strong>compare it with the Packing List of the supplier</strong>
, to see if the goods we received are the same as on the paper. Then once we verify the goods, we can correct the received Packing List if required.
</p><p>In one word, by using Packing Lists, we will have a better stock management.</p>
</details>
</section><sectionclass="illustration">
<h1>Packing lists - Managing the containers</h1>
<imgalt="Packing lists - Managing the containers"title="Packing lists - Managing the containers"src="http://img.erp5.cn/user-Packing.List.Manage.Containers?format=png"type="image/png">
<detailsopen="open">
<p>Packing Lists also manage the containers. Containers are everything which let you pack and organize the delivery of the goods. Any boxes or bags can be used as a container.</p><p>It is important to manage the containers for two reasons. The first is that you might want to manage the stock of containers you have in your company. For instance, if you use boxes to send the goods, you will need to know when you have to buy new boxes.</p><p>The other reason why it is important to manage containers, is that you might want to detail which product is placed in which container. The management of containers will be very helpful once you lose a few containers during the transportation. If you have detailed the Packing List, you will know exactly which goods have been lost.</p>
<p>Packing Lists also manage the containers. Containers are everything which let you pack and organize the delivery of the goods. Any boxes or bags can be used as a container.</p><p>It is important to manage the containers for two reasons. The first is that you might want to manage the stock of containers you have in your company. For instance, if you use boxes to send the goods, you will need to know when you have to buy new boxes.</p><p>The other reason why it is important to manage containers, is that you might want to detail which product is placed in which container. The management of containers will be very helpful in case you lose a few containers during the transportation. If you have detailed the Packing List, you will know exactly which goods have been lost.</p>
</details>
</section><sectionclass="illustration">
<h1>Packing lists - Customer's point of view</h1>
<imgalt="Packing lists - Customer's point of view"title="Packing lists - Customer's point of view"src="http://img.erp5.cn/P-OSOE-Seller.Goods.and.Services?format=png"type="image/png">
<detailsopen="open">
<p>As we just said, we should be as much detailed as we can on the Packing List. Depending of whom you are working with, they will require general or very specific informations.</p><p>For instance, if you are exporting goods, you need to present a very detailed Packing List to the customers. They need to know which specific product is in which specific container. Moreover they will need even more detailed information such as the weight and the size of every package.</p>
<p>As we just said, we should be as detailed as we can on the Packing List. Depending on who you are working with, they might require general or very specific informations.</p><p>For instance, if you are exporting goods, you need to present a very detailed Packing List to the customers. They need to know which specific product is in which specific container. Moreover, they will need even more detailed information such as the weight and the size of every package.</p>
<p>In order to manage the Packing List document, we have to understand first its work-flow.</p><p>
<strong>Once the Order is confirmed, the Packing List is automatically created. It means that the Packing List must be prepared</strong>
<p>In order to manage the Packing List document, we have to firts understand its work-flow.</p><p>
<strong>Once the Order is confirmed, the Packing List is automatically created. This means that the Packing List must be prepared</strong>
.
</p><p>Employees in charge of preparing the goods are then able to prepare the goods, and to enter which containers have been used, etc.</p><p>They can also decide not to send exactly what has been ordered. For example, they don't have all products which have been ordered.</p><p>
</p><p>Employees in charge of preparing the goods are then able to prepare the goods, and to enter which containers have been used, etc.</p><p>They can also decide not to send exactly what has been ordered. For example if they don't have all products which have been ordered.</p><p>
Once the Packing List has been prepared, they can mark the packing list as "Ready" to be shipped. We will then wait for the carrier to pick up the prepared packing list. <strong>Once they pick it up, we will mark the packing list as "Shipped". This will create the related invoice</strong>
.
</p><p>When the carrier tell us the the customer has received the goods, we can then mark the packing list as "Received".</p><p>When the customer receive the goods, he will check what has been delivered to him. So he or she will compare the packing list we provided to him with what he received. And an error is still possible. Either that we made a mistake while preparing, or maybe some packages have been damaged etc. So we need to wait until the customer accepts the delivery before marking the packing list as "Delivered".</p>
</p><p>When the carrier informs us that the customer has received the goods, we can then mark the packing list as "Received".</p><p>When the customer receives the goods, they will check what has been delivered to them. So he or she will compare the packing list we provided to them with what they received. And an error is still possible. Either that we made a mistake while preparing, or maybe that some packages have been damaged etc. So we need to wait until the customer accepts the delivery before marking the packing list as "Delivered".</p>
</details>
<detailsopen="open">
<p>
...
...
@@ -98,7 +98,7 @@ or an educational license. For more information, contact info@nexedi.com
<p>The same as Sale Orders, the Packing Lists can be managed through work-lists, which you can access by opening "My Favourites" menu. These work-lists are here to summarize the information that you can find in the Sale Packing Lists module itself.</p>
<p>Just like Sale Orders, Packing Lists can be managed through work-lists, which you can access by opening "My Favourites" menu. These work-lists are there to summarize the information that you can find in the Sale Packing Lists module itself.</p>
