Installing a module with its dependencies

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. 58 • On installation of a predefined Chart of Accounts, the wizard also proposes default bank and cash accounts, and default Sales and Purchase taxes, • On a journal you can set whether OpenERP should perform a check whether the invoice date is in the current period. This used to be a separate module, • Different journal types for Refunds and Invoices, • When creating a new journal, parameters are preset according to the journal type. The Entry Sequence for the journal is automatically created on Save, • Cash Box, possible to keep a real cash register. Project Management • Improved Gantt chart in the Web version, • Long Term Planning that can be calculated according to the working time of each employee involved in the project with the new Scheduler feature, • On creation of a new project, OpenERP automatically creates the corresponding Analytic Account in the Projects chart of accounts. You no longer have access to the analytic account from the Project. Manufacturing Management • Scrap consumed or finished goods and have the related stock moves automatically, • Consume products partially or completely. Human Resources Management • Manage your evaluation process, • Keep track of your recruitments and receive applicant mails directly in OpenERP, including attachments.

7.5 Getting started with OpenERP

You will now explore the database openerp_ch02 with these profile modules installed to give you an insight into the coverage of the core Open ERP software. Tip: Translating new modules When you have installed a new module and are using additional languages to English you have to reload the translation file. New terms introduced in these modules are not translated by default. To do this use Administration → Translations → Load an Official Translation. Depending on the user you are connected as the page appears differently. Using the installation sequence above, certain dashboards may be assigned as various users’ home pages. They show a summary of the information required to start the day effectively. A project dashboard might contain: • a list of the tasks to carry out, • a list of the tasks which is assigned to current user, • a list of sprints, • a list of issues assigned to current user, • a graph of Planned vs Total hours, • a graph of Remaining hours by Project, • a graph of Open Issues by Creation Date. Each of the lists can be reordered simply by clicking the heading of a column – first in ascending then in descending order as you click repeatedly. To get more information about any particular entry click on the name in the first column, or if you want to show a particular panel click Zoom above it.