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Gregory R. Moss - Working with OpenERP

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Gregory R. Moss Working with OpenERP

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Learn to utilize OpenERP to transform and streamline your business

Overview

  • Learn to install and configure OpenERP on Windows or Ubuntu
  • Understand how to enter sales orders, create invoices, and receive payments step-by-step
  • Implement powerful purchasing and manufacturing modules in OpenERP using real-world examples
  • Learn advanced OpenERP features and how to create your own custom modules
  • Use a non-technical approach for incorporating an ERP system into your business

In Detail

OpenERP continues to gain momentum throughout the world in providing the best platform for open source ERP installations. This book covers all the essential modules and how to get the power of OpenERP to work for you.

Working with OpenERP provides a real-world business solution approach to integrating OpenERP into your small or medium sized business. This book begins by walking you through how to install OpenERP on a Windows or Ubuntu server then takes you through all the essential modules you will need to get OpenERP up and running for your company.

All through the book, Working with OpenERP provides real-world examples in sales, customer relationship management (CRM), purchasing, manufacturing, human resources, and financial accounting. After covering the basics, you will learn how to customize various methods to configure OpenERP for your business and even build your own custom modules.

Working with OpenERP covers all the basics of installing and using OpenERP along with advanced real-world examples you will not find anywhere else.

What you will learn from this book

  • Install OpenERP on both Windows and Ubuntu operating systems
  • Create your own custom OpenERP applications
  • Configure a complete sales order and invoicing system
  • Streamline purchasing and receiving for your company
  • Implement manufacturing operations and processes with real world examples
  • Discover the capabilities of OpenERPs financial accounting and reporting features
  • Integrate powerful human resource applications that simplify the collection and management of employee information
  • Utilize OpenERPs full featured project management application to organize tasks and track time and costs associated with billable projects

Approach

This book is a practical, hands-on guide that provides the reader with a number of real-world examples and step-by-step instructions.

Who this book is written for

Working with OpenERP is written to make it easy for even a non-technical business person to begin implementing OpenERP in their business. This book uses real-world examples and is perfect for people who have never implemented an ERP system before or used OpenERP, or for those who would like to learn more advanced features, such as creating your own custom modules.

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Working with OpenERP

Working with OpenERP

Copyright 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: November 2013

Production Reference: 1181113

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78216-380-0

www.packtpub.com

Cover Image by Ravi Kumar (<>)

Credits

Author

Greg Moss

Reviewers

Robert Baumgartner

Mantavya Gajjar

Daniel Reis

Andy Skipper

Acquisition Editors

Amarabha Banerjee

Anthony Lowe

Mohammad Rizvi

Lead Technical Editor

Dayan Hyames

Technical Editors

Pooja Arondekar

Amit Ramadas

Amit Shetty

Project Coordinator

Leena Purkait

Proofreaders

Maria Gould

Ameesha Green

Paul Hindle

Indexer

Tejal R. Soni

Production Coordinator

Nitesh Thakur

Cover Work

Nitesh Thakur

About the Author

Greg Moss has been a Business and Information Systems Consultant for over 25 years. Starting in 1988, Greg began to work extensively in financial- and accounting-related applications. He wrote his first custom billing system for a rehabilitation facility at the age of 20. He has worked extensively in the health care, point of sale, manufacturing, telecommunications, and service industries. Greg is both a Certified Information Systems Auditor (CISA), a Certified Six Sigma Black Belt, and was the Chief Information Officer at Crownline Boats, Inc.

In addition to OpenERP, he has experience in a variety of ERP systems and was a Sage Pro partner for several years. Greg is the CEO of First Class Ventures, LLC and owner of FirstClassComputerConsulting.com, an OpenERP ready partner.

In his spare time you can find him playing trumpet with his band at a local club, taking cross-country road trips with his African Grey Parrot named Bibi, or sieging a castle with his MMORPG friends.

I would like to thank my wonderful wife Kelly for all her love and support. Also Bibi, for being so sweet and making me laugh every day. Many thanks to the great team at Silkworm for their hard work and dedication.

About the Reviewers

Robert Baumgartner has a degree in Business Informatics from Austria, Europe, where he is living today. He began his career in 2002 as a Business Intelligence Consultant working for different service companies. After this he was working in the paper industry sector as a Consultant and Project Manager for an Enterprise Resource Planning (ERP) system. In 2009, he founded his company datenpola service integrator specialist in selected open source software products focusing on business intelligence and ERP. Robert is an open source enthusiast who has given several speeches at open source events. The products he is working on are OpenERP, Talend Data Integration, and JasperReports. He is contributing to the open source community by sharing his knowledge with blog entries on the company blog, http://www.datenpol.at/blog, and he commits software to GitHub such as the OpenERP Talend Connector component which can be found at https://github.com/baumgaro/OpenERP-Talend-Component.

Mantavya Gajjar completed his Bachelor's and Master's of Computing degree in 2003 and 2006, respectively. Since 2006, he has been working as a Director of Tiny ERP Private Limited, a division of OpenERP SA in India. He played a key role in building a strong development team from 1 to more than 100 people at OpenERP's Indian branch.

Tiny ERP Private Limited represents OpenERP SA in India. Tiny ERP (formally known as OpenERP India) was established on 15th March 2007 in India. The aim of Tiny ERP was to set up first level of support center besides the research and development center for OpenERP SA. They have their development center at Infocity, Gandhinagar, India. Tiny ERP is also interested in the growth of business within Asian countries. They have more than 180 employees worldwide, and out of that they have 100 engineers at their Indian office.

Thanks to the author, Greg Moss, for providing this book to OpenERP's community.

Daniel Reis is an IT manager at Securitas, a global security services company, driving the integration of software applications with the company's operations and processes. This includes initiatives such as OpenERP implementation, enterprise data integration, business intelligence, and SOA/ESB architecture.

He is an Applied Mathematics graduate and MBA, and formerly was Managing Consultant at Capgemini, involved in IT projects for some of the largest Portuguese companies.

He has been an active participant in the OpenERP community for some years, and held several talks on the OpenERP Days official event.

Andy Skipper is a serial startup CTO and Agile Technologist in digital agencies across the United Kingdom. Andy has managed agile teams of developers since 2005 on a variety of technical platforms including Python, PHP, ASP.NET, and J2EE. Most recently, he was the founding CTO at Made.com, where the selection of OpenERP as the organization's back-office system enabled the company to automate key functions and business processes, and to grow explosively to over 100 people and two offices over the space of three years.

Andy lives in Wimbledon, London, with his partner Abby and strapping young son, Toby.

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