Creating Price Lists Example
22.10 Layout Templates
Install the sale_layout module by selecting Sales Order Layout Improvement and clicking Configure in the Reconfigure wizard. It enables you to have a more elaborate template than the standard order forms. For example, you could put the following in the order lines: • a horizontal separator line, • titles and subtitles, • subtotals at the end of the section, • comments, • a page break. This enables you to lay out a more elaborate, professional-looking quotation page. The module account_invoice_layout installed automatically on installation of sale_layout, also gives you the same functionality for invoice templates. The two figures Invoice line using improved layout and Printed invoice show an invoice template in OpenERP and the resulting printed invoice. 353 Figure 22.21: Invoice line using improved layout Figure 22.22: Printed invoice 354 355 CHAPTER TWENTYTHREE DRIVING YOUR PURCHASES In the preceding chapters you saw how to use customer invoices and delivery notes in OpenERP. This chapter is about the management of purchases, the process ahead of these two operations. You will now see how OpenERP handles and simplifies this and the control of purchases from suppliers. For this chapter you should start with a fresh database that includes demonstration data, with purchase and its dependencies installed and no particular chart of accounts configured.23.1 All the Elements of a Complete Workflow
The supplier order is the document that lets you manage price negotiations, control supplier invoices, handle goods receipts and synchronize all of these documents. Start by looking at the following order workflow: 1. Price request to the supplier, 2. Confirmation of purchase, 3. Receipt and control of products, 4. Control of invoicing.23.1.1 Setting up your Database
To set up a system for these examples, create a new database with demonstration data in it, and select the Extended interface when you log in as the admin user. You can enter your own company details when asked, or just use the default if you want. Then, using the Configuration Wizard, select Purchase Management in the Install Applications section to install the purchase module, which also installs several other modules as dependencies. Continue the remainder of this chapter logged in as the admin user.23.1.2 Price Request from the Supplier
To enter data for a new supplier price request, use the menu Purchases → Purchase Management → Request for Quotation . On clicking New, OpenERP opens a blank request for quotation form that you use for requesting prices from a supplier. This is shown in the figure Data entry for a supplier order . If the price request came from an automatic procurement created by OpenERP, you will find a reference to the document that generated the request in the Origin field. 356 Figure 23.1: Data entry for a supplier order Note: Managing Alerts If you install the warning module, you will be able to define alerts that appear when the purchaser enters a price request or order. You can set alerts on the product and on the supplier. The internal reference, the date, and the warehouse that the products should be delivered to are completed automatically by OpenERP but you can change these values if you need. Next, when you select a supplier, OpenERP automatically completes the contact address for the supplier. The pricelist is also automatically completed. This should bring in all of the conditions that you have negotiated with the supplier for a given period. Tip: Supplier Selection Searching for a supplier is limited to all of the partners in the system that have the Supplier checkbox checked. If you do not find your supplier, it might be worth checking the whole list of all partners to make sure that the supplier has not been partially entered into the system. Once the main body of the purchase order has been completed, you can enter the product lines. Figure 23.2: Order line on a supplier order When you have selected the product, OpenERP automatically completes the other fields on the form: • Product UoM, taken from the Purchase Unit of Measure field on the product form, 357 • The Description of the product in the supplier’s language, • Scheduled Date, calculated from the order date and the lead time • Unit Price, provided by the supplier pricelist, • Taxes, taken from the information on the product form and partner form, depending on the rules seen in Financial Analysis . Tip: Product wording and code When you enter supplier names on the product form, you can set a name and a product code for each individual supplier. If you do that, OpenERP will then use those details in place of your own internal product names for that selected supplier. If you work with management by case, you can also set the analytic account that should be used to report all the purchase costs. The costs will then be reported at the receipt of the supplier invoice. Tip: Management by Case Analytic accounts can be very useful for all companies that manage costs by case, by site, by project or by folder. To work with several analytic axes, you should install the module purchase_analytic_plans, by selecting Purchase Analytic Plans in the Reconfigure wizard and clicking Configure. So that the analytic account is automatically selected as a function of the partner, the date, the products or the user, you can install the module account_analytic_default which is installed automatically as a dependency of purchase_analytic_plans, since the latter depends on it. In the Notes tab of the product line, you can enter a note that will be attached when the order confirmation or price quotation is printed. This note can be predefined on the product form to automatically appear on each order for that product. For example, you can enter “Do not forget to send by express delivery as specified in our contract reference 1234.” Once the document has been completed, you can print it as a price estimate to send to the supplier. You can set a note for the attention of the supplier in the form’s third tab.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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