Supplier relationship management Think Different Materi ERP openerp book v6
10.8.3 Using profiles effectively
To use the profiling system you will need to install OpenERP’s crm_profiling module. It is part of the core OpenERP system in version 6.0.0 so you do not have to download it separately from addons-extra. You can also use the Reconfiguration Wizard and add Profiling. Once the module is installed you can create a list of questions and the possible responses through the menu Sales → Configuration → Leads Opportunities → Questions. To obtain the scheme presented earlier you can create the following questions and responses: Table 10.1: Questionnaire for defining profiles Questions Possible Responses Journalist ? Yes No Industry Sector ? IT ERP Consultant Services Industry Others Number of Staff ? 1 2-20 21-50 51-100 101-500 500+ Contact’s job function ? Decision-maker Not decision-maker Already created a specification for the work ? Yes Soon No Implementation budget ? Unknown 100k 101-300k 300k For instance, a sales person specializing in large accounts for the service sector could have a profile defined like this: • Budget for integration: Unknown , 100k-300k or 300k , • Already created a specification for the work? Yes , • Industry Sector? Services . When entering the details of a specific prospect, the prospect’s answers to various questions can be entered in the Profiling tab of the partner form. OpenERP will automatically assign prospects to the appropriate partner category based on these answers. Customers corresponding to a specific search profile can be treated as a priority. The sales person can access the profile of the large active accounts easily. 121 CHAPTER ELEVEN COMMUNICATION TOOLS OpenERP provides all the information you need to pursue your company’s business opportunities effectively. But to stay productive with all the information you have to handle it is essential that you can keep using your normal communication tools by interfacing them with OpenERP, and not be limited just to OpenERP’s interface. OpenERP can do most things you need to pursue your business opportunities. But there can be quite a bit to learn, which reduces your efficiency while you are learning. And if that is true for a heavy user of the system, it is double true for an occasional user or someone who already makes heavy use of standard mail clients and cannot easily change. So for those who need to continue using their traditional mail clients to maintain their efficiency, OpenERP can be connected to Outlook and Thunderbird. Your users can participate in many OpenERP-maintained processes without ever leaving their familiar environment, and can avoid double data entry yet easily link information to OpenERP’s database automatically. The two following modules are described: • Mozilla Thunderbird Interface, • Microsoft Outlook Interface. The chapter is a mix of installation and configuration instructions, and basic interaction exercises. For this chapter you should start with a fresh database that includes demo data, with sale and crm and their dependencies installed and no particular chart of accounts configured. You will also need to have administrator access to your Windows PC to install the Outlook adapter described in the chapter.11.1 Microsoft Outlook interface
The Microsoft Outlook plugin enables you to carry out a series of OpenERP operations directly from the Outlook e-mail client: • create a contact or partner from an e-mail, • save an e-mail and its attachments in OpenERP, • send any attachment to an OpenERP document such as proposals, projects, and tasks. This might be useful for sending documents about a customer project to the corresponding project in OpenERP, at- taching documents to an order such as proof of payment and order receipts, attaching documents to an employee file such as a CV or annual appraisal. Tip: Outlook versions The Microsoft Outlook plugin works with Microsoft Outlook 2003 and 2007 but not with Outlook Express 12211.1.1 Installing the Outlook plugin
• Step 1: install the Outlook plugin in OpenERP Use the OpenERP Configuration Wizard and install the Customer Relationship Management applica- tion. In the CRM Application Configuration dialog under Plug-In, select MS-Outlook. Then the Outlook Plug-In wizard appears. Next to the Outlook Plug-in field, click the Save As button to save the plugin to your desktop or any other location on your computer. You can also download the installation manual by clicking the green arrow next to Installation Manual. Another way to use the Outlook plugin, is by installing the OpenERP module outlook. When you install this module, the same Configuration Wizard as explained before will be displayed. Follow the same instructions. • Step 2: Prerequisites 1. Install Python 2.6+ Download from http:www.python.orgftppython2.6.6python-2.6.6.msi or for 64bit system http:www.python.orgftppython2.6.6python- 2.6.6.amd64.msi . Run the .exe file to install the software. 2. Python for Windows extensions - PyWin32, this module for python must be installed for the appropriate version of Python. http:sourceforge.netprojectspywin32filespywin32Build20214pywin32-214.win32- py2.6.exedownload or for 64bit system http:sourceforge.netprojectspywin32filespywin32Build20214pywin32-214.win-amd64- py2.6.exedownload 3. Specify the python folder in the system path typically with this installer C:Python26 How to set the path in Windows XP For Windows XP: http:www.computerhope.comissuesch000549.htm How to set the path in Windows 7 To change the system environment variables, follow the steps below. - From the Windows button, select Control Panel, then click System. - Click Remote Settings to open the System Properties window. - In the System Properties window, click the Advanced tab. - In the Advanced section, click the Environment Variables button. - Finally, in the Environment Variables window as shown below under System Variables, highlight the Path di- rectory, click Edit and add ;C:Python26. See also http:geekswithblogs.netrensoarchive20091021how-to-set-the-windows-path-in-windows-7.aspx 4. If you are using MS Outlook 2007 than you are required to install ”Microsoft Ex- change Server MAPI Client and Collaboration Data Objects 1.2.1 CDO 1.21” from http:www.microsoft.comdownloadsendetails.aspx?FamilyId=2714320D-C997-4DE1-986F- 24F081725D36displaylang=en . Double-click Exchange Cdo to install it. 5. If you are using MS Outlook 2003, be sure to install the builtin Cdo component. • Step 3: install the OpenERP extension in Outlook. 1. Double-click the file ‘‘OpenERP-Outlook-addin.exe‘‘that you saved on your desktop. Confirm the default settings. 2. Double-click the file ‘‘Register plugin‘‘in the OpenERP Outlook Addin folder typically in C:Program Files. 3. Start Outlook.Parts
» Think Different Materi ERP openerp book v6
» Why this book? Think Different Materi ERP openerp book v6
» Independent Installation on Windows
» Installation on Linux Ubuntu
» Creating the database Database Creation
» Extending Open ERP New OpenERP functionality
» Database creation Think Different Materi ERP openerp book v6
» Preferences toolbar To connect to OpenERP
» Configuring Users Managing partners
» The Configuration Reconfigure wizard
» Installing an application module from the Modules list
» Installing a module with its dependencies
» Installing additional functionality Installing new functionality
» General Features What’s new in OpenERP
» Business Application-related Features What’s new in OpenERP
» Basic Concepts Getting started with OpenERP
» Boost your Sales Getting started with OpenERP
» Manage your Books Getting started with OpenERP
» Drive your Projects Getting started with OpenERP
» Driving your Sales Getting started with OpenERP
» Driving your Purchases Getting started with OpenERP
» Organise your Warehouse Getting started with OpenERP
» Measure your Business Performance Track your Process Flows
» Business Example Basic Settings
» Get your Database Up and Running with Demo Data
» Fit your Needs Think Different Materi ERP openerp book v6
» Configuring Accounts Database setup
» Configuring Journals Configuring the Main Company
» Creating partner categories, partners and their contacts
» Creating products and their categories
» Stock locations Database setup
» Setting up a chart of accounts
» Make a backup of the database
» Purchase Order Driving a Purchase Sales Flow
» Receiving Goods Driving a Purchase Sales Flow
» Invoice Control Driving a Purchase Sales Flow
» Paying the supplier Driving a Purchase Sales Flow
» From Sales Proposal to Sales Order
» Preparing goods for shipping to customers Invoicing Goods Customer Payment
» Terminology What is in it for you?
» Filtering your Partners Contacts Addresses Partner Categories
» Fetchmail Advanced Customer Relations
» Automated Actions Advanced Customer Relations
» Profiling Advanced Customer Relations
» Report Designer Advanced Customer Relations
» Helpdesk Calendars Think Different Materi ERP openerp book v6
» Analyzing Performance Think Different Materi ERP openerp book v6
» Automating actions using rules
» Installation and Configuration Using the e-mail gateway
» Creating and maintaining cases
» Supplier relationship management Think Different Materi ERP openerp book v6
» Establishing the profiles of prospects
» Using profiles effectively Profiling
» Installing the Outlook plugin
» Configuring the Outlook plugin
» Installing the Thunderbird plugin
» Configuring the Thunderbird plugin
» Using the Thunderbird plugin
» Automate your leads with Marketing Campaigns
» Defining a Marketing Campaign in OpenERP Guidelines for creating a campaign
» Customer Receipts Supplier Vouchers
» Draft Invoices Accounting Workflow and Automatic Invoice Creation
» Reconciliation and Payments Accounting Workflow and Automatic Invoice Creation
» Cancelling an Invoice Invoices
» Credit Notes Refunds Invoices
» Managing Bank Statements Accounting Entries
» Manual entry Accounting Entries
» Import Invoices Accounting Entries
» Cash Management Accounting Entries
» Reconciliation Process Accounting Entries
» How to Manage your Payment Orders?
» Financial Analysis of Partners
» Taxation Statutory Taxes and Chart of accounts
» General Ledger and Trial Balance
» The Accounting Journals Statutory Taxes and Chart of accounts
» Management Indicators Company Financial Analysis
» Good Management Budgeting Company Financial Analysis
» The Accounting Dashboard Company Financial Analysis
» Using a Preconfigured Chart of Accounts Creating a Chart of Accounts
» Payment Terms Opening Entries
» Case 1: Industrial Manufacturing Enterprise
» Case 2: Law Firm To each enterprise its own Analytic Chart of Accounts
» Case 3 : IT Services Company
» Setting up the Chart of Accounts
» Creating Journals Putting Analytic Accounts in Place
» Integrated with General Accounting
» Manual Entries Analytic Entries
» Analysis per account Financial Analysis
» Key indicators Financial Analysis
» Management of staff Managing Human Resources
» Contract Management Managing Human Resources
» Entering timesheet data Timesheets
» Managing by department Timesheets
» An integrated process Employee Expenses
» Recruitments Hire New People
» Assessments Inspire your People
» Holiday Management Inspire your People
» Fixed Price contracts Managing Service Contracts
» Cost-reimbursement contracts Managing Service Contracts
» Fixed-price contracts invoiced as services are worked
» Contracts limited to a quantity
» Creating Projects and Related Tasks
» Managing tasks Project Management
» Invoicing Tasks Project Management
» Priority Management Project Management
» Delegate your Tasks Project Management
» Project Phases Long Term Project Planning
» Scheduling Long Term Project Planning
» Planning by time or by tasks?
» Not everything that is urgent is necessarily important Organizing your life systematically
» Understanding Double-Entry Stock Management
» Product Types From Supplier to Customer
» Procurement Methods – Make to Stock and Make to Order Supply Methods
» Units of Measure From Supplier to Customer
» Receipt of a Supplier Order by Purchase Order
» Receipt of a Supplier Order by Product Customer Delivery
» Customer Delivery by Product
» Stock Locations Basic Logistics Configuration
» Location Types Basic Logistics Configuration
» Location Addresses Basic Logistics Configuration
» Accounting Valuation in Real Time
» Linked locations Basic Logistics Configuration
» Structuring locations Basic Logistics Configuration
» Handling Customer Orders Basic Logistics Configuration
» Linked Production Basic Logistics Configuration
» Push Flows Logistics Configuration in a Multi-Company Environment
» Pull Flows Logistics Configuration in a Multi-Company Environment
» Stock Rental Locations Import Export
» Automatic Procurement Minimum Stock Rules
» Stock Moves Management of Lots and Traceability
» Lots Management of Lots and Traceability
» The different journals Management by Journal
» Using the journals Management by Journal
» Requirements Calculation Scheduling Just in Time
» Planning Managing Partial Deliveries Receiving Supplier Products
» Manual Data Entry of Goods Receipt
» Confirming pre-generated Goods Receipt Documents
» Confirmation by Selecting Products Waiting Product Routing
» Management of production Think Different Materi ERP openerp book v6
» Configurable Bills of Materials
» Manufacturing Think Different Materi ERP openerp book v6
» The customer order Workflow for complete production
» Producing an Intermediate Product
» Manufacture of finished product Delivery of product to the customer
» Invoicing at delivery Workflow for complete production
» Security days Calculation of lead times
» Definition of concepts Operations
» Routing Impact on the production order
» Work operations Management of operations
» Subcontracting manufacture Events and barcodes
» Scheduling Treatment of exceptions
» Entering data for a new repair Repair workflow
» Invoicing the repair Management of repairs
» Manual procurement Management of waste products and secondary products Sales Quotations
» Packaging Think Different Materi ERP openerp book v6
» Alerts Think Different Materi ERP openerp book v6
» Order Configuration Control Deliveries and Invoicing
» Picking Mode Control Deliveries and Invoicing
» Tariff Grids Management of Carriers
» Delivery Modes Management of Carriers
» Delivery based on Ordered Quantities
» Margins by Product Keep Track of your Margins
» Margins by Project Keep Track of your Margins
» Creating Price Lists Example
» Rebates at the End of a Campaign
» Open Orders Layout Templates
» Price Request from the Supplier
» Goods Receipt All the Elements of a Complete Workflow
» Control based on Goods Receipt
» Tenders Price Revisions All the Elements of a Complete Workflow
» Elementary Statistics Purchase Analysis
» Analytic Accounts Think Different Materi ERP openerp book v6
» Examples of Process Process Integration in the Management System
» Using processes effectively Workflows and User Processes
» Defining your own user processes
» The importance of good document management
» Classic document management solutions
» Getting Started The OpenERP Solution
» Internal and External Access using FTP
» Mapping between OpenERP Resources and Directories
» Standardizing Structures Searching for documents Working with users’ changes Version Management
» OpenERP Server Setup Think Different Materi ERP openerp book v6
» DNS Server Setup Think Different Materi ERP openerp book v6
» SSL Setup Think Different Materi ERP openerp book v6
» Calendars on iPhone Think Different Materi ERP openerp book v6
» Prerequisites Calendars on Android
» How to configure? Calendars on Android
» Calendars in Evolution Think Different Materi ERP openerp book v6
» Prerequisites Calendars in SunbirdLightning
» Configuration Calendars in SunbirdLightning
» Creating a Configuration Module
» Changing the menu Configuring the menu
» Personalizing the welcome page for each user Assigning default values to fields
» Changing the terminology Configuring the menu
» User Login Think Different Materi ERP openerp book v6
» Managing access rights Think Different Materi ERP openerp book v6
» Modification history Groups and Users
» Configuring workflows and processes
» Managing statistical reports Configuring reports
» Managing document templates with OpenOffice.org
» Creating common headers for reports
» Exporting Open ERP data to CSV
» Importing CSV data to Open ERP
» The CSV format for complex database structures
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