Installing an application module from the Modules list

57 • Dynamic Filters which allow you to easily create and save your own filters, with Group by options, Extended filters, and much more, • User Roles are no longer used, they have been integrated in the User Groups, • The Administrator will now only have the rights according to the user groups that have been assigned to him, • Multicompany has been integrated in the core of OpenERP and does not require the installation of modules. You just have to add the User Group Useability Multi-Company, • Perform actions, such as update status, confirm, delete, ... directly from List View, • Use communication tools such as Fetchmail, Outlook Thunderbird integration and CalDAV WebDAV also available on Android Iphone, • Create your own e-mail templates for use throughout OpenERP, • Use the Scheduler for other objects than Manufacturing, • Click the star in the web version to quickly create a shortcut for a screen you often use, • When you perform an action in List view in the web version, i.e. change the status of a lead, OpenERP will display a bar containing information about this change. You can click the link to open the lead concerned.

7.4.2 Business Application-related Features

Sales Management • CRM has been integrated in the Sales Management Business Application, • Geolocalization module, also allowing you to send qualified opportunities directly to external partners, • Manage your Marketing Campaigns and send automated e-mails based on your own templates, • For Leads, OpenERP will check the email address of the contact and when found for an existing partner, it will propose to merge the new contact with the corresponding partner, • Create your company wiki for Sales FAQ, • History tab in the Customer form to keep track of all events, Warehouse Management • Push Pull rules for stock locations have been extended and integrated with multicompany, • Configure units of measure by reference unit, bigger then smaller then reference unit, • Update stock level from the Product form and automatically create a physical inventory for it. Accounting Financial Management • By default, only one Entry Sequence available for a journal. If you want to have two sequences to be used for your journal numbering, please install the account_sequence module, • Separate numbering now also available for Bank Journals, • Quickly enter Journal Entries from List View from the Journal Items menu. Configure your journal with default debit credit accounts, select the journal in the Journal Items List View, click New and start creating new entries, • Chart of Accounts and Chart of Taxes can be displayed for a selected period, • OpenERP added a flexible, easy Invoicing module allowing you to keep track of your accounting, even when you are not an accountant. If you install the Invoicing module, in Simplified view, you will only have the Invoicing items. You shouldn’t use both Invoicing and Accounting, • Use the Financial Management Configuration Wizard to easily select features you want to use.