How to configure? Calendars on Android

397 GTK client, click Form → Duplicate from the top menu. The form that remains is now the duplicate entry, not the original. To move this duplicate entry, change the Parent Menu field by deleting what is there and replacing it with another menu that everyone can see, such as Tools or Human Resources, and make sure that the entry moves to the end of the menu list by replacing the Sequence with 99 . You can experiment with icons if you like. Save the form and then reload the page to see the results. Tip: Duplicating the menu If you are planning to modify a menu you should duplicate it first. In this way you will always keep a link to the original menu that works if you need it to.

27.2.2 Personalizing the welcome page for each user

The administrator can change both the welcome page and the main menu page individually for each user of the system, and can adapt Open ERP to each role in the company to best fit the needs of everyone. To make modifications for a particular user, edit the user configuration again in Administration → Users → Users . Open the form for a particular user, and select different menu entries for the two fields Home Action and Menu Action . Figure 27.1: Selecting a new welcome page The Home Action is the menu item that is automatically opened when you first sign on, and is also reached when you click the Home link in the top right toolbar of the web client. There you can choose any page that you would reach through any menu – one of the dashboards could be most useful. The Menu Action is the one you reach through the menu Form → Menu in the GTK client. You can choose the main menu and the dashboards there. Tip: Actions on the administrator’s menu It is very easy to change the welcome page and the menu of the different users. However, you should not change the main administrator’s menu because you could make certain menus completely inaccessible by mistake.

27.2.3 Assigning default values to fields

You can quite easily configure the system to put default values in various fields as you open new forms. This enables you to pre-complete the fields with default data to simplify your users’ work in entering new documents. Let us use the Customer form to demonstrate this feature. Create a new customer with Country set as New Zealand • If you are using the web client, click the small button at the right of the Country field. 398 • If you are using the GTK client, you just need to right-click the mouse while the pointer is in the field. Select Set as default from the pop-up menu. An administrator has the choice of making the default work just for that user, or for all users of the database. Figure 27.2: Inserting a new default value To check this new configuration, open a new partner form: the field Country should now contain the entry New Zealand . This is a very powerful feature An administrator can use this functionality to redefine the behavior of your whole system. You can test that in database openerp_ch13 by opening up a new Purchase Order form, clicking the second tab Delivery Invoicing, selecting From Picking in the Invoicing Control field and then making that the default. From that moment on, you would automatically create draft purchase invoices only when goods are received, so you could very easily restrict your accountants from paying any invoices that turn up until you were sure you had received the goods. It would not stop anyone from selecting another method of invoice control, but they would start with the default definition.

27.2.4 Changing the terminology

You can use Open ERP’s language translation functionality to substitute its standard terminology with terminology that fits your company better. It is quite straightforward to adapt the software with different terms specific to your industry. Moreover, this can strengthen acceptance of your new Open ERP system, because everybody will be able to retain their usual vocabulary. You can do this one of two ways: • translate them in a CSV file, which gives you a global overview of all of the system terms so that you can search and replace specific occurrences everywhere, • translate the phrases directly in the client, which means that you can change them in their context, and that can be helpful to you while you are translating. The same approach is used to translate terms that have not been created yet. This can be useful, for example, with modules that have not yet been translated into English or any other language that you want. Translation through a CSV file To translate or modify all of the system’s phrases you first have to export a translation file in CSV form. And to do that, you have to install a language into Open ERP. To load a translation that already exists in Open ERP use Administration → Translations → Load an Official Translation choose a language and then click Load.