This tutorial is intended to start anyone new to OpenERP in using its screens and buttons. In addition to the common elements in all of them, we will try to explain some tricks that are not written anywhere and that are truly useful to speed up user operations.
OpenERP is totally “user friendly”. Unlike other applications, it is designed by and to facilitate daily operations for the user. Its simplicity and extreme flexibility allow anyone not initiated in the use of computer applications to learn its use in an extremely short time. The learning curve is inexpensive and in a few days you can be using the application to 100% getting the most out of its use.
NEW, SAVE, DELETE OBJECTS IN OPENERP
- New button: It allows creating a new object, depending on what we have selected in the input menu. That is, if we are in partners, it will create a new partner record. If we are in sales orders, a new sales order.
- Save: Allows you to save the modifications made to a previously selected record. If we are on a client’s file and we change their address, it is not saved until this button is pressed. If we have modified a record and change the screen, the system warns that we have not saved.
- Delete: Be careful … it will only allow you to delete those elements that do not have related objects. For example, to delete a Client we must first delete their orders.
FORWARD, BACK (BROWSE THE RECORDS)
Allows you to go forward or backward in the list of records that we have selected in the search screen.
Even if we open a specific record, the rest of those that have been found are still in memory, so we can visualize them forward or backward.
VIEWS (LIST, FORM, CALENDAR, CHART)
Any object that exists in OpenERP can be viewed in any of these views. If an object cannot be seen in any of the view formats, the corresponding button will be disabled.
- List View : It is the one that is usually entered by default when you double click on any option in the main menu. It shows us a list of the objects belonging to this menu. Sometimes this view is also used to show its related objects in an object. Ex: Order header and order lines. Sometimes the fields in the list allow you to include values in it.
- Form View : Allows you to “open the tab” of the selected object. It is the one used to insert or modify data of an object, filling in the requested fields.
- Required fields: They appear in gray. It indicates that its insertion is mandatory, if not, it will not let us save the record. When trying to record, they are shown in red if they have not been filled in.
- There are different types of fields on forms. Each default field is displayed in a certain way. Later, we will dedicate a chapter to field types in forms.
- Calendar View : It is a format used to show those objects that can be fitted in time. For example, planning tasks. This view allows you to directly drag the task from one day to another within the calendar, or to open the tab directly from it.
- Graph View : Usually used to show statistics.
The user can click on the different buttons to view the same object in different views.
In OpenERP there are many reports associated with objects. This button will allow you to print a list, an order, an invoice, a schedule, a task …
Obviously, if no reports have been defined for an object, this button would not be useful for that object.
In many cases the objects have associated actions that can be performed with them. By means of this button, the action is launched.
As with the print button, if no actions have been defined for an object, this button will have no use for that object.
OpenERP incorporates a very powerful document manager that will allow you to associate files of any type to any object. For example, associating a drawing in the production order, or the request for quotation sent by a Customer by fax previously scanned.
This allows to have all the documents organized in the corresponding object.
It takes you to the main menu of the application.
Allows you to refresh the screen or close it.
- Next to some labels there is a tiny question mark. If you place the cursor over it, the help for that field appears.
- If you right-click on a field, it will allow you to set the entered value as the default for that field, in that object.
- The keypad is common throughout the application. All screens and objects work the same way. Button panel buttons can also appear on a form, albeit in a smaller size. That is, in ALL the application when you see a button with a white sheet, it means that an object can be created. Same with the rest of the buttons.