Different phases of the ERP implementation cycle are:

Pre-selection Screening Package Evaluation Project Planning Phase Gap Analysis Re-engineering Configuration
Implementation Team Training

Testiri!?;
Going Live End user Training

Post Implementation
the History tab (visible if you install other modules like crm) contains the history of all the events that the partner has been involved in. These events are created automatically by different system documents: invoices, orders, support requests and so on, from a list that can be configured in the system. These give you a rapid view of the partners history on a single screen. the Notes tab is an area for free text notes.

To the right of the form is a list of Reports, Actions, Links and Attachments related to a partner. Click some of them to get a feel for their use.

Shortcuts Ctrl+H Contextual Help Ctrl+O Connect Ctrl+Q Quit Shortcuts for OpenERP Form Shortcut Key What does it do? Ctrl+D Delete Ctrl+F Find Ctrl+G Go To Resource ID Ctrl+L Switch to List/Form Ctrl+N New Ctrl+P Preview in PDF Ctrl+Page Down Next Tab Ctrl+Page Up Previous Tab Ctrl+R Reload/Undo Ctrl+S Save Ctrl+T Menu Ctrl+W Close Tab Page Down Next

Page Up Previous Shift+Ctrl+D Duplicate Shift+Ctrl+H New Home Tab Shift+Ctrl+Y Repeat latest action Shortcuts for OpenERP when editing a resource in a popup window Shortcut Key What does it do? Ctrl+Enter Save and Close window Ctrl+Esc Close window without Saving Shortcuts in relation field Shortcut Key What does it do? F1 Add new Field/Line on the fly F2 Look up information F3 Zoom on current field

Visible Discount If a discounted price is taken from a price list, then by default that figure is shown as the sale price to thecustomer. He will see a discount of 0% along with unit price that is different from the list price. If youinstall the module product_visible_discount from addons-extra you can configure whether you want to make the discount explicitly visible on an order form as a percentage difference from the list price, or just show a reduced unit price as it does by default.

Alerts

To manage alerts on products or partners, you can install the warning module. Once that is installed, you will be able to configure a series of alerts on the partners or products by setting parameters in the newWarnings tab on each of the forms.You can select any of the following types of warnings and create different warnings

22.5 Management of Carriers

To manage deliveries in Open ERP, install the delivery module. To do that, Administration!Module!Module, try to install it from here This module enables you to manage: the different carriers with whom you work, the different transport methods, cost calculation and invoicing of each delivery, the transport methods and their tariffs. Once the delivery module has been installed, the first thing to do is to configure the different modes of delivery accepted by your company. To do that, use the menu Warehouse!Configuration! Delivery! Delivery Method. For each delivery mode, you should define the following elements: Name of the delivery mode, The partner associated with the

define a new delivery grid, use the menu Warehouse!Configuration! Delivery!Delivery Pricelist a number of systems for monitoring margins. The main ones are: Margins on a sales order, Margins by product, Margins by project, Using pricelists.

22.6.1 Margins on Sales Orders

If you want to check your margins on sales orders, you can install the sale_margin module. This will add margins calculated on each order line and on the order total Product_margin module

22.7.1 Creating Price Lists

To define a pricelist use the menu Sales! Configuration!Pricelists!Pricelists . For each list you should define: a Name for the list, a Type of list: Sale for customers or Purchase for suppliers, the Currency in which the prices are expressed. Price List Versions

Once the list is defined you must provide it with at least one version. To do that use the menu Sales! Configuration!Pricelists!Pricelist Versions. The version contains all of the rules that enable you to calculate a price for a product and a given quantity. So set the Name of this associated version. If the list only has a single version you can use the same name for the pricelist and the version.

Price = Base Price x (1 + Field1) + Field2 .

You can propose a rebate grid which will be assigned at the end of the year as a function of the actual sales made. Install the discount_campaign module (in extra-addons at the time of writing) to generate rebates at the end of the campaign. Once the modules have been installed you can configure your campaign using the menu Sales!Configuration !Sales !Discount Campaigns.

22.9 Open Orders

In some industries, customers commonly place orders for a certain volume of products and ask for regular deliveries from an order up to the total amount on it. This principle, called open orders, is managed by the Sale_delivery module in OpenERP.

The Make to Stock logistical approach is usually used for high volumes and when the demand is seasonal or otherwise easy to forecast. The Make to Order approach is used for products that are measured, or very expensive to stock or have a short restocking time.

Warehouse!Configuration!Products!Units of Measure!Units of Measure to define a newUnit of measure

module mrp_jit to schedule each order in real time after it has been confirmed. This means that you do not have to start the scheduler or wait for its periodical start Consigned Stock Consigned stock is stock that is owned by you (valued in your accounts) but is physically stocked by your supplier

Also called the Production Plan, this tool is also very useful for traded products which are not manufactured. You can then use it for stock management with purchased and manufactured products. To be able to use the production plan, you must install the stock_planning module.

You can geolocalize your opportunities by using the module crm_partner_assign. Install the crm_partner_assign module to use geolocalization when assigning opportunities to partners. Through Sales ! Configuration ! Leads & Opportunities ! Partner Grade, create Partner grades, such

as Gold Partner, Silver Partner, Ready Partner. These grades will be used to determine who gets assigned which kind of opportunities. Assign the grades to the partners on the Geo Localization tab of the partner form. Also assign a weight to determine the probability of assigning opportunities to a partner. Click the Geo Localize button to determine the GPS coordinates according to the address of the partner. Opportunities / Assignation tab Convert a lead from a partner nearby to an opportunity. Press the Geo Assign button on the Assignation tab of the opportunity. The most appropriate partner will be assigned. Note: You can also use the geo localization without using the GPS coordinates. Click the Forward button to automatically send a mail to the assigned partner with all the details of the opportunity and the prospect. On the Geo Localization tab of the partner form, the assigned opportunity will be displayed. Of course, you can reassign the opportunity to another partner. Use the Opportunity Assignment Analysis for your reporting. Tip: Use the geolocalization together with the google_map module. This installs a Map button. When clicked, it will open a browser with the partners location displayed in Google Maps. In the partner form, the Geo Localization tab gives you the information you need