OpenERP User Manual for Dummys

A couple of days ago I read a post out there where a user who had installed OpenERP on his PC in local mode said… Well but… now what. I only see a black box where I don’t know what to do or where to start.

Today we begin to write a series of manuals to prevent anyone from ever writing something like that again. We will start from scratch. Explaining issues that may be considered trivial by developers, programmers and advanced users of OpenERP, but that can give a few headaches to someone just starting out.

Here is the beginning.

Begin to understand OpenERP (Profiles / Profiles)

OpenERP is huge. It has more than 400 modules that can be installed according to the needs of each company, each user. It is valid for very small companies even with a single user and large companies or groups with hundreds of users. As they say, it would be perfectly valid for companies with up to 200 users, but my opinion is that it can be valid for ANY company.

One of the problems that someone who starts out can find is that they get lost. There are so many modules, so much functionality that you don’t know where to start.

What someone who wants to use OpenERP should know is what they need. To make life easier for the user, the OpenERP team has designed what are called profiles or profiles.

A profile that is chosen during the installation will install those modules strictly necessary to manage a company of the selected profile type. If you click on the link, it will take you to the demo version provided on the official Openerp website and you will be able to log in with the chosen profile. You will see that each one will show you the most appropriate menus and options for each profile.

  • manufacturer_profile – will install the modules needed to manage a manufacturing company. It will allow you to manage bills of materials and product roadmaps. It will allow defining machines and operator times. Obviously, a store or a distribution company does not need any of this functionality, therefore, you should not choose to install this profile
  • services_profile: it will install the modules necessary to manage a service company. Among them, you will install the projects module.
  • minimum_profile: will install the minimum profile with the basic modules.
  • associations_profile : will install the minimum profile for associations
  • accounting_profile : will install the minimum profile for accounting and finance.
  • Other profiles: CRM, Book Store, Auction House, Airports, Online Stores

Each version of OpenERP brings new predefined profiles. Each one is like a verticalization appropriate to the business sector to which the implementation is to be applied. To begin to understand the basic operation, it would be enough to install any of them or to mess with the demos with the Web client.

From here you have access to all the profiles for which there is a demo:

http://openerp.com/demonstration.html

Selecting a profile during installation does not prevent installing more modules later. What’s more, it is what is usually done. Start small and add modules as needed.

We recommend viewing this installation demo to see how an OpenERP module is installed:

http://openerp.com/images/flash/40-install/install.html

And this one to see the modularity of OpenERP

http://openerp.com/images/flash/40-module/module.html

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