Here is the content of your slide.
Your text should look like this. This corresponds to notes in a Libre Office presentation.
(Rafael) I\'m not sure there is an related tutorial related to this test. Perhaps a another short how to could be written.
\n(rafael) I\'m not sure there is an related tutorial related to this test. Perhaps a short how to could be written.
\nIn this tutorial, you will learn how to create a payment using ERP5.
\n The appropriate way to create a payment\n is to first locate in the\n invoice\n which you want to create the payment transaction from, and then\n create the related payment\n directly from the invoice sheet.\n
\n
The payment action works the same way as invoices:
\n
First you have to\n
create one and edit\n
the details.\n
\n
Once this is done properly, you will have to\n
start the accounting process\n
for it.\n
\n
If you have some accounting experience, you know that accounting of invoices and of payments have different meanings.
\n
Both of them are mandatory, but the accounting done for invoices is related to your\n
merchandise and client accounts\n
, payment accounting relates to the notion of treasury, and to your\n
bank account\n
.\n
\n You should understand that ERP5 will not let you create a payment if it is not related to a bank account\n , which means that\n the first step of this tutorial will be to learn how to create a bank account for your company\n in order to be able to create treasury transactions such as payment, which are directly linked to your bank account.\n
\n\n From the previous tutorial "How to create Bank Accounts" and the example "Invoice Sender and Payee-Bank Account" in the tutorial "How to create Trade Conditions", you have learned how to create a bank account for your company.\n
\n In our example, please follow these tutorials and create a bank account "LCL Paris sud" for your company Hongzhao\n . Then please\n click on the Financial Information tab of the organisation document\n . This tab provides you with financial information about your company, such as Bank Accounts, Accounting Periods, etc. As you can see on the screenshot, the bank account you created appears in this tab, which means that the creation and validation were successful. If you want to see the details of this account, simply click on the line. This will lead you to the detail sheet of the bank account.\n
Now we can create transactions linked to this bank account.
\nNow we have to create the Payment from the Sale Invoice.
\n To reach the invoice we need, as you have learned in "How to manage Invoices", after you are located in the Sale Packing List "Red LED", click on "Related Sale Invoice Transaction" in "Jump..." menu. This will lead you to the related invoice, from which you will be able to create the related payment.\n
\n\n Now it is time to create the related payment\n . To do so, click on the Action item list and choose\n Create Related Payment\n .\n
This will create the payment and open its related sheet.
\n Note: you can create the related payment from an invoice after it is "Journalised"\n , not necessarily after you have "Definitively Close Transaction" and the invoice is "Closed".\n
\n\n Before creating the payment, ERP5 will ask you to fill up some basic payment information which are indispensable for the payment creation\n . As shown in the screenshot, choose the Account for Bank Line, Payment Mode, Bank Account to which you want the payment to be related (in our case, the bank account of our company Hongzhao), and also the Accounting Operation Date.\n
After you finished, click on "Create Related Payment".
\nNow the new payment is created and you are led to its related document, and it is time to edit it.
As you can see in the screenshot, there is not much information missing. The main information needed (circled in blue) have been updated automatically according to the related invoice where the payment is created from, and the basic payment information you filled up in the previous step. The only think you need to edit is the Title. But you can still modify the details is you need.
Fill in the missing details, and when you are done, save your data by clicking on the save button, and jump to next page.
\nYou are now used to workflows, so you should know that the workflows are available for each object without exceptions and can be found in the Action item list.
\n After the creation, the next step will be to confirm the payment, if you want it to be taken into account, or if you want to be able to create the related accounting operation\n .\n
\n Please browse the Action item list and choose Confirm Transaction\n .\n
This action means that you have received the payment, for example, a payment related to an invoice you had sent to a customer some weeks ago. You know this because you can check the operations on your bank account on the internet, for example.
\n But confirming the payment doesn\'t make automatically the related accounting transaction operation\n . As you have learned from the previous tutorial\n "How to manage Invoices", the accounting transaction operation includes "Journalise Transaction", "Post Transaction To General Ledger" and "Definitively Close Accounting Transaction". For more information, please see next page.\n
\nYou might want to journalise this payment, because it is mandatory in most countries. This is an operation involving treasury, during which your bank account will be credited.
\n To learn more about Accounting\n , we would recommend you to read the dedicated tutorial, that you can find in the knowledge base of ERP5 (\n "La Comptabilité sous ERP5").\n
\nIn ERP5 you can create bank accounts for related persons or organisations, in use of creating a sale order or an invoice, and also for accounting.
\nIn this tutorial, we will use our organisation VIFIB as an example to show you how to create Bank Account in ERP5.
\n The process of creating a Bank Account for a has three steps: Firstly, reach Financial Information of the Organisation from the document of this Organisation\n for which you want to open add a Bank Account. Secondly,\n Add Bank Account\n for this Organisation by using the Action item list. Finally,\n Validate the Bank Account\n .\n
\nThe Bank Accounts belong to the Financial Information of the Organisation. So first, let\'s reach the Financial Information of our Organisation VIFIB.
\n You can reach the Financial Information from the Organisation\'s document. Just need to click on the "Financial Information" tab\n .\n
\nYou are now directed to page of the Financial Information of our Organisation VIFIB, listing the Bank Accounts and Accounting Periods of VIFIB.
\n\n To create a Bank Account for this Organisation, open Action item list and click on "Add Bank Account"\n .\n
\nNow a new Bank Account document has been created, fill up the fields with the necessary information and save the changes.
Note: If the the organisation you used in the "Bank" field has not been created in your ERP5 instance, you might be asked to add the organisation so that you can finish the creation of the Bank Account.
\n\n After editing the information of the Bank Account document, open the Action item list and click on "Validate"\n .\n
\nTo check the creation of the new Bank Account, please go back to the Financial Information tab of the Organisation document. You can see now the new Bank Account we just created has been shown in the list of bank accounts related to our Organisation VIFIB.
Follow the same steps, you can create as many bank accounts as you need.
\n\n
From the previous presentation, you have had a general idea of the four kinds of Tickets in ERP5 CRM and their workflows. In the following tutorials we will use the VIFIB example to explain how to process the Ticket for a marketing campaign, including the management of the related Events.
\n
In this tutorial you will first learn how to create campaigns with ERP5 CRM, how to edit them and how to open them.\n
\n VIFIB director Mr Smets plans to launch a marketing campaign aims to increasing the product awareness of SlapOS the new operation system of VIFIB, in the way of hiring software developers. The main interactions of this campaign is to send mail messages to contacts (customers) of VIFIB, and these emails would be the Related Events\n of this\n Campaign Ticket\n . So they would be listed in the detail page of this Ticket.\n
\n Description:\n the\n Title\n is "Beta Developer Program", the\n Ticket Type\n is Campaign, the\n Operations Manager\n is XU Jingjing, the\n Quantity\n is 10 Days, the\n Begin date\n is 12/01/2011, the\n End Date\n is 02/01/2012.\n
\nFrom the previous introductories of Events and Tickets, we know that a campaign in ERP5 CRM is a Ticket. The principle of a ticket is to gather one or more events in the same place, offering a good follow up for them.
\n In our VIFIB example, the operations manager XU Jingjing created the Campaign Ticket\n the "Beta Developer Program" (the right side screen shot) for the VIFIB marketing campaign. In the detail page of this ticket we can see it gathers all the\n Events\n which "\n Follow Up"\n the\n Campaign\n , including reply emails (the left side screen shot) from the contacts and other related documents.\n
\nIn order to create a campaign, click on the "New" tab of your ERP5 instance Home Page and click on “Campaign” in the CRM Area.
\n\n
A new Campaign ticket has been created, and can now be edited in the campaign creation page. Here are the Three different areas of a campaign ticket:
\n
The red zone gathers the tabs that will help you access the entire information about the campaign.\n
\n
The blue zone is the editable zone of the campaign, in which you can enter and modify information.\n
\n
The yellow zone gathers the related events and documents stored in a campaign.\n
Please note that in order for an event to be stored in a campaign, the "Follow up" of this event must be the title of the Campaign.\n
\n
Here are the different zones of the editable area of a campaign.
\n
1.First, the red zone gathers the information about the Client, eg, the company/person who requested the campaign to be done. It can be either yourself or a client.\n
\n
2.The blue Zone (A) gathers the information about the persons/organisation who will manage the\n
campaign, eg, who will be paid for it. We could say that this is the supplier of the campaign. The blue Zone (B) helps you put who will be the operators of the campaign.\n
\n
3.Finally, the yellow Zone gathers information about the opening and closing dates, the campaign duration and the costs.\n
In our VIFIB example, we full in the zones with the information needed as you can see in the above screen shot.
\n\n In order to open a campaign, open first the “Action” Item List, and Choose “Open”. Note that this action can only be done by the Campaign Manager, or the creator of the Campaign ticket.\n
\nIn this step, you can add comments. When you are done, validate the Ticket by clicking the “Open” button.
\nAs you see on the image, the state of the campaign is now Open.
\nNow you know how to create the related organisation of a person when he/she is created. But we can also use the organisation creation function which is independent from the person creation function, but which is quite similar to the person creation process, to create and manage organisations in ERP5.
As we have seen from the previous tutorial, in ERP5, the creation of organisation is the premise to the creation of person. Organisations are really important because people are linked to them. For example, when you sell a product or a service to a person, you indirectly sell it to his/her organisation. The organisation creation function is also very practical because of the attributes you are going to define the different organisations with: sometimes you might be looking for specific types of organisations, for instance, press agencies when you have an announcement to make. Now this is really easy with ERP5, just search for the organisations you defined as press agencies. You can also go deeper into details: you might be looking for American press agencies if the product you want to communicate about is exclusively targeting the US market: then search for your American press agencies...
Now, let\'s see how you can create and define an organisation with the help of ERP5.
\nThis tutorial continues with the example of the organisation "Z Company", which is our client.
\nFrom the ERP5 home page you have reached after login, click on “New” in the tab menu, you will see the base area on the left. The base area gathers the person, organisation and currency creation functions. To create a new organisation, you would just click on the link called "Organisations". But since we already created the Z Company when adding the Person John Doe in the tutorial "How to create Persons", we will go to the "Browse" tab instead to find our existing client "Z Company" and fill the details.
\nClick on the Browse Tab and then on "Organisations" to find our client Z Company.
\nYou will find our client Z Company in the Organisation Module. Click on the line to open the organisation.
\nOnce the "new" tab is open, click on “organisation” to create an organisation. This will create and save a new organisation.
You will now be led to the details page of the organisation you just created. As you can see, there are many fields to fill, which allow you to be really precise about the different organisations stored in ERP5.
Once the creation tab is open, click on “organisation” to create an organisation. This will create and save a new organisation.
\nYou will now be led to the details page of the organisation you just created. As you can see, there are many fields to fill, which allow you to be really precise about the different organisations stored in ERP5. You just have to enter its detail information and then save it.
But please note that the organisations can also be created through the person creation module as you have seen in the previous tutorial (cf “How to add people” tutorial).
Summary: we had created a person named John Doh, who is the marketing manager of Z Company, one of VIFIB clients. If you remember well, the rganisation Z Company had been created directly through the person creation module (cf “How to add people” tutorial), but had not been taken care of.Now we are going to enter some details in "view" tab about the organisation Z Company: Z Company Ltd is an international electricity supplier, which has been using the services of VIFIB for quite a long time as a client. Here is the address of the Company: 12 Zorro Street, 93210 Beverly Hills.
After you have filled the “view” tab, save the data by clicking on the disk image on the right of the screen. This is really important to save the data before you browse another tab or document.
\nIn "Details" tab, you can fill in the details and save the changes.
\nSimilar to creating people, there are some tabs that will automatically be updated by ERP5, such as “Transactions”, “Financial informations” and “Documents”. The application will update those tabs whenever necessary, for example, to trace a transaction that occurred between VIFIB and the client Z Company.
When you have entered all information of the created company and saved it, it is time to validate the organisation, which works exactly the same way as person\'s validation.
\nClick on the “Action” item list.
\nClick on “Validate”.
\nCheck the update status.
When everything has been done correctly (i.e. you have entered the data, saved and validated the organisation you created), it is time to check that Z Company appears in the organisation list of ERP5. Once again, this works the same way as for creating a person.
\nTo check the new organisation, you will have to navigate to the list of existing organisations.
Click on the “ERP5 Modules” item list on top of the page and click on “organisations”, this will lead you to the organisations\' list.
\nNow using the bread crumb circled in black on the picture, check that you are in the organisations\' list. If everything worked fine, the bread crumb should display: ERP5 / Organisations. This means that you are located in the organisation list.
\nThe final step is to check that Z Company is on the list. We can see that the creation was successful because Z Company has been added to the list. If you want to see or modify the details of any organisation, just click on its line to open its dedicated page.
\nYou can also use the "Browse" tab in the home page to check the organisations stored in your ERP5 database. Just click on “Organisations” in the “Base”module, which is the module that gathers “Currencies”, “Organisations” and“Persons”.
\n\n From the previous tutorial "How to create Campaigns", you have learned how to create a campaign with ERP5 CRM Ticket module. Then in this tutorial, you will see how to create new events from this campaign.\n
As introduced in the previous tutorial "Events", an event can be a phone call, an email, a fax message, etc. It can be either an incoming or outgoing event. The idea here is to learn how to prepare a campaign, which means create its detail events that will be sent later, as you will learn in the next tutorial.
\nIn last tutorial, we have created a Ticket - the marketing campaign Beta Developer Program (the right side screenshot), which aims to increasing the awareness of SlapOS (The new open source Cloud developed by VIFIB) by announcing the campaign and hiring software developers.
Now that the campaign Ticket has been opened, we are going to create Events for it, send these Outgoing Events to the customers of the marketing campaign, and then handle those Incoming Events from our clients. In our VIFIB example, after the marketing campaign has been opened, as described in the introductory of Events, Cédric de Saint Martin, the community manager of VIFIB will create a mail message - an Event, and then send to his contacts who might be interested in the program and become developers of SlapOS in the future. After these contacts have received the email, they will reply to the VIFIB manager by mail message, which will be well stored in the CRM system for future reference.
In this tutorial, we will describe in detail how to create the mail message Event from the marketing campaign Ticket
\n Description:\n the\n Event Title\n is "SlapOS Recruits Beta Developers", the\n Event Type\n is Mail Message, the\n Event Nature\n is Announcement, the\n Sender\n is Cédric de Saint Martin (SlapOS Community Manager from VIFIB), the\n Recipients\n are 14 contacts including software developers, company managers, college professors, etc., the\n Event Content\n is about announcing the developer hiring campaign and describing the progression of SlapOS Project.\n
\n\n At the bottom of a campaign Ticket there is a list of all the events of the campaign. As you can see in the screenshot, this list is empty now, and we will create new events from this campaign Ticket\n , in order to fill this Events list.\n
\n\n In order to add an Event to a campaign Ticket, open the "Action" item list\n on top of the page and click on\n “Create New Event”\n .\n
\n\n Now you will arrive at the Event creation page where you can add a Title\n to this event; if you have chosen to create a web message (email), the title of the event will be the title of the email received by the Recipient when you will post the event, as described in the next tutorial. Then,\n choose the Event type\n and\n select the direction\n of the event (in our example, this Event will be an outgoing mail message). Then in the area\n "Message"\n , you can edit the content of the email you want to send.\n
\n When you are done, you can choose to Keep the Event in "Draft" state\n , so that you can delete the Event from the Events list in the Ticket document. If not, the Event will be created under "Planned" state, which means it is ready to be sent, and you cannot delete it from the Ticket document anymore, because it will be recorded as a history of your Campaign. Then you can\n click the “New Event”\n button. This will create the new Event and open it in order for you to edit it further.\n
\nNow that the Event has been created, you can see on the screenshot that some fields of this event have already been filled.
\n For example, we will now explain the “Follow Up”\n field. You remember that in order to keep tracks of interactions, the ERP5 CRM uses "Event Origin" and "Follow Up". The field “Follow Up” creates a link between an Event and a Ticket ( A Ticket is either a Campaign, a Support Request, a Meeting, a Sale Opportunity, etc...), from where the Event is created. The field "Event Origin" creates a link between related Events ( eg, an original mail message and the replies from its recipients).\n
In our example, as we have created the Event (the Mail message "SlapOS Recruits Beta Developers") from a Campaign Ticket (the Beta Developer Program), so the "Follow Up" field has been automatically set as being this very Campaign. As a result, this Event will be displayed in the Events list of the Follow Up Ticket, in our example, in the page of Beta Developer Program from where we have created this Event.
\n\n Because in the previous step "Set Event title, type, direction and edit the message", we have write the content of the email, so now you only have to fill up the "Description"\n field (if you need to note something to your team member to see), and you will have to fill up the\n Sender/Caller\n which means the person that will be in charge of sending the Event, and the\n Recipients\n field which must contain a person or an organisation from the Person or Organisation Modules of your ERP5 instance. If you are not sure of a name, you can click on the little wheels next to those fields and set the relation between a person/organisation and this Event, following the procedure you have learned in the previous tutorials. When you are done editing the Event dicument,\n Save\n your work by clicking the “Save" button.\n
\n\n If you want to see what your email looks like, you can click on the “Preview” tab\n , as circled in red on the picture.\n
\nWe will now go back to the campaign in order to check that this event has been added to the Campaign Ticket.
\n In order to reach the associated Campaign Ticket, you can go back to the view tab\n of your event by clicking on the “View” tab, circled in red on the picture. Then\n click on the plane icon\n next to the “Follow Up” field, which will lead you to the Ticket that has been linked to your Event.\n
\n\n Now you will be redirected to the Follow Up Ticket of the Event, which is the Campaign from where we created the event. In the red area on the bottom of this campaign Ticket, you can now see that the Event you just created and edited is displayed as a Planned message\n , which means it is successfully created and waiting to be confirmed.\n
The next step will be to understand how to process this outgoing Event. We will learn how to do this in the next tutorial “How to Send Outgoing Events”.
\nNow you have access to your ERP5, we are going to show you how to create persons in ERP5, thanks to the « base » area of the application. These persons can be either you, your co-workers, your clients, your suppliers, etc. Every person you interact with can be stored in ERP5. Here we will use an example of adding people into ERP5
\nAs you can see on the picture, we are going to create a person named John Doh, with the information above.
\nAfter you log in your ERP5 instance, in the ERP5 home page, click on “new” in the tab menu, you will see the Base area on the first line. The Base area gathers the person and organisation creation functions. This is also in this module that you will be able to add a currency for example.
\nClick on “person” to create a person. This will open the View page of a new Person\'s document where you will have to fill with the required information.
\nThe person creation page helps you store any specific information about a person, whether it is personal or financial, or even his/her picture. Note: If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page. All those tabs gather the required information about the person, and it is possible to add some more details with the "Action" menu on top of the page, as we will see later in this tutorial.
\nNow let\'s refer back to our example: one of your company\'s contact is John Doh, the marketing manager of Z Company, a client of your company. Fill out the “view” page with those basic information of Mr Doh, then you can store his information in ERP5, by clicking on the Save button.
Note that after entering all information in the current form, you should always save them before switching to another tab or document.
\nNow that you have saved the information about John Doh, we see that there seems to be a problem with the organisation Z Company. Indeed, as John Doh is the first person of Z Company to be stored in ERP5, the organisation does not exist yet, unless you have created it before thanks to the organisation creation function, which obviously is not the case here.
We will now solve this problem by creating the organisation - Z Company. To do that, just open the item list circled in red, and choose “Add organisation”.
Note that you cannot see it but your organisation has been created in the “organisation” section.
\n\n When you are done with the “view” tab, fill the other tabs.\n For example, you can fill out the “details” tab with the information: The middle name of John Doh is Scott; John is married and has two children. You can also add a profile photo to it.\n
\nAs you can see, some tabs like “assignment” for instance, do not allow to enter data. Indeed, the only way to specify this information to ERP5, is to use the “Action” item list and choose “Add assignment”. But it is important to notice that the tabs circled in red on the picture, are tabs that will automatically be updated by the application whenever necessary. This subject will be treated in a specific tutorial.
Remember that these tabs provide the general information about the person you are creating, but you can add different properties using the "Action" menu on top of the page. For example, the « view» tab allows you to set the person\'s email address. But sometimes, a person can have several email addresses. The "Action" menu makes it possible for example to add an other email address; simply choose “add email”.
\nOpen the "Action" menu.
ERP5 is an application based on workflows, which means that the data you enter in the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is “draft”, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.
\nClick on “Validate”.
\nCheck the update status which has been changed from "Draft" to "Validated".
Thanks to this function, your data will be validated, which means that your co-workers can be confident in accuracy of the information.
\nNow that the person has been created, defined and validated, we are going to check that everything worked fine.
This is a 3 step procedure: As a first step, browse the “ERP5 modules” item list on the top of the page, and choose “persons”. The aim of this action is to lead you to the person module which displays each person who has been created in ERP5.
\nThe second step is only to check that you are located in the person general menu and that the new person you created is on the Persons List.
\nYou can also use the "Browse" tab in the home page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base”module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.
\nThis tutorial aims at explaining how to create a sale order. Whether dealing with products or services, this is one of the key operations that is frequently performed in all businesses.
This is a several steps procedure :
First, you need to create the sale order so that it exists in ERP5, then edit the details of your sale order and lastly, confirm the sale order. The result of these steps is the generation of a “sale packing list”, linked to this sale order.
Note that the concept of "Sale Packing List" which is used to manage the stock, container and delivery of products can be also applied to services, and it is also indispensable. In this tutorial we will use a physical product to help you understand how to manage packing lists, but the procedure goes the same for a service: confirming the sale order will generate a sale packing list, then a corresponding invoice.
Products/Services : sales order => sales packing list ==> invoice ==> payment
\nWe are going to explain the procedure using a new example. We have previously created persons, organisations and products, which we will use throughout this tutorial :
\n Your company (Hongzhao) is an electronic component supplier, and has many clients worldwide. One of this clients is Z Company, which is an electricity supplier. Z Company has just ordered 100 000 Red Led\n from your company under the following terms :\n
\n Title\n : Red LED\n
\n Supplier\n : Your company (Hongzhao)\n
\n Sender\n : Your company (Hongzhao)\n
\n Seller\n : Your company (Hongzhao)\n
\n Trade Condition\n : General Sale Trade Condition\n
\n Priority\n : Normal\n
\n Currency\n : EUR\n
\n Incoterm\n : x\n
\n Delivery\n : By air\n
\n Client\n : Z Company\n
\nWe recommend you have some experience working with ERP5 before creating sales orders. If you are experiencing any difficulties, we encourage you to refer back to previous tutorials about how to create and link persons and organisations. At this point, you should feel comfortable creating new objects in ERP5. To create sale orders, use the same method: choose to create a new sale order from the home menu of ERP5.
You will then be redirected to the sheet of the sale order you have just created.
\nThere are several tabs in a Sale Order document:
The “View” tab has general information about the order itself, such as who is selling and who is buying, as well as the shipping and delivery date, etc...
The “Payment” tab gathers information about how the order is going to be paid.
The “Profile” contains information about the seller and the buyer.
“History” helps you track every movement occurring with the object.
\n Using previously provided information, we are now going to fill the “View” tab of this sale order\n .\n Try to do it on your own, and compare your results on this image.\n
\n There are two important points to remember: first, it is important to fill in the field "Sale Trade Condition"\n ; second, you have to\n put a valid Shipping and Delivery Date, a date that is inside the Effective and Expiration Date of the Sale Trade Condition\n you have chosen for this Sale Order.\n
When you are done, do not forget to save your work before browsing another tab.
\n\n After you saved your work in the View tab, open the Action list and choose "Apply Sale Trade Condition"\n .\n
\n Since you have filled information in the General Sale Trade Condition when you created it, some information in the View tab and other tabs will be updated according to it automatically (see the previous tutorial "How to create Trade Conditions").\n
\n\n When the “View” tab is complete, since you have filled in the "Sale Trade Condition" the one that you created before, you can see that the “Payment” tab is updated automatically\n according to your General Sale Trade Condition.\n
\n However, you can still edit the Payment tab according to the provided information of each particular case\n , please see the explanation in next page.\n
\nSince in the our case, there is a term of payment "30 days end of month", but the information which is updated automatically doesn\'t contain this term, so you should always check the particular information and edit the Payment according to each case.
\n\n When saving the “View” tab, information has been gathered about the sender, the recipient etc., since you have chosen the Sale Trade Condition. As you can see by browsing the “Profile” tab, you do not have to enter these information again, ERP5 displays it automatically\n . Then, the only information you have to\n edit is about the invoice\n : who sends it, who should receive it and who pays it? Please see next page.\n
\nNow you can edit the remaining information in the Profile tab according to the information of the sale order.
For now, the first part of creating a Sale Order is over: you have filled the “View”, “Payment” and “Profile” tabs successfully with the required information.
\n However, you have not yet entered any information about a product or a service\n . The goal of a Sale Order is to enter information about the order, meaning that\n a product or a service must be involved as well\n . In fact, ERP5 works in a way that\n firstly\n , you add general information about the sale, and\n afterwards\n , you add products or services to this order, depending on what has been ordered by your client. To do so, we are now going to add “Sale Order Lines” to this Sale Order. Remember that each sale order line represents a product or a service, the quantity is irrelevant. For example, if two different products have been ordered, you will have two sale order lines on your sale order; if only one product has been ordered with a quantity, you will have only one sale order line.\n
\n\n First, browse the “Action” menu and choose “Add Sale Order Line”\n . You will be directed to the Sale Order Line document.\n
\nAs you can see on the bread crumb, you are now located on the Sale Order Line document named “1” by default, since this is your first order line ever.
\n After you have named your Sale Order Line properly\n , you can\n link a product\n to it. To do so, just click on the wheel next to “Product or Service”, and set relation as described in the previous tutorial\n "Linking Persons and Organisations".\n
\n After you have saved the change in the Product and Service field, you will find out that the Price of your product and the Base contribution are updated automatically\n according to the price set in the Product document (if you have entered these information when you created your product correctly). However, you can still edit these fields, according to your decision with the buyer. Then, type the\n quantity\n ordered by your client, in our example, we will enter 100000.\n
\n Then, as you can see on the picture, some of the information needed here is created by the Sale Order itself\n , such as the Shipping Date, Sender, etc. This is the main reason why we recommend you should first fill the “View”, “Payment” and “Profile” tabs of the Sale Order before adding a Sale Order Line. Those details will be updated automatically.\n
\n Note:\n This operation implies that the product or the service you want to be linked to the Sale Order has already been created in ERP5. Please browse the tutorial\n "How to create Products" for more information about how to proceed.\n
\n
Question:\n
How will the price appear if the product has various prices? Such as the book we created in the previous tutorial which has two formats so two prices?\n
\n
Answer:\n
\n
Choose all lines in "Variation" field, and click "Save" button. Then you will see two new tabs been created: Quantity and Price. You only have to define the quantity of different product variation in the sales order, "Save" the changes, then the Total Quantity and Total Price in the Sales Order\'s view page will be updated accordingly.\n
Now that we have filled the details of the Sale Order Line, which means that we have added a product to the Sale Order, we can now go back to the Sale Order document to finish its editing.
Do not forget to save your work by clicking on the disk on the right of the screen.
\n
When saving is complete, take a look at the bread crumb:
\n
If you remember correctly, the bread crumb displays a location, and has a folder path. For example, the one here displays:\n
\n
ERP5/Sale orders/Red LED/Red LED\n
\n
This means that you are in the instance\n
ERP5\n
, in the\n
Sale Order Line “Red LED”\n
which is located in the\n
“Sale order” “Red LED”\n
.\n
\n
So, to go back to your Sale Order, just click on\n
“Red LED”\n
(the red represents your Sale Order, the blue represents the Sale Order Line) in the bread crumb.\n
\n After reviewed the Sale Order Lines in the View tab of the Sale Order, and you are sure everything else is fine, you can change the state of the Sale Order. The first step is to browse the “Action” menu, and click on “Confirm”\n . A new page will appear in which you can add comments and validate that you want to\n “Confirm" the Sale Order\n .\n
\n This step is really important, because when you "Confirm" a Sale Order\n , you tell ERP5 that you have agreed with the buyer and confirm the Sale Order, so you can start to preparing the products for the shipment. Then you will be ready to fill the details of the shipment, which is done using the Sale Packing List that has been generated while\n confirming the Sale Order\n .\n
\n\n When a Sale Order is “confirmed”, a Sale Packing List is automatically generated at the same time\n (it can take few minutes). You can reach it and modify it by browsing the “Jump...” menu and choosing\n “Related Sale Packing List”\n .\n
\n
Note: It sometimes happens that you have an error message : "No Sale Packing List related". This means most of the time that the Sale Order is not confirmed yet. Remember that the Sale Packing List is only created when you confirm a Sale Order.
\n
If you just validated a Sale Order and cannot reach the "Related Sale Packing List", wait a minute, this will be available soon. You will see sometimes a little clock on the right of the screen, this means that the application is applying the requested changes, so be patient, it only takes a few seconds generally.\n
Using "Jump..." menu, you can quickly access to the newly generated "Sale Packing List related to Sale Order: Red LED". Then if you need to go back to the initial Sale Order, you can either use the "Jump..." list again, or by browsing the Sale Orders in the "Modules" list.
Now you can have a look at the fresh new Packing List document. In next tutorial, you will learn how to manage Sale Packing Lists.
\nThis guide will teach you how to create Sale Trade Conditions in ERP5 Express, using ERP5 Express Trade. You will also learn how to apply a Trade Condition to a Sale Order. Note that Sale Trade Conditions and Purchase Trade Condition are strictly identical, which means that after reading this tutorial, you will be able to create both purchase and sale trade conditions.
\nTrade conditions, as you will notice in this tutorial look like sale or purchase orders documents. The idea is that trade conditions help you store some information that you use in a specific type of order. Once this information is stored, you can import it from the Trade Condition to the Sale or Purchase Order in order to save time. On a Trade Condition, you can set information about the payment mode, the currency, the tax behaviour, the discount behaviour, the delivery mode, the incoterm. This information will be stored only in those trade conditions, and imported whenever necessary to different sale/purchase orders, as many times as you need.
\nIn order to create a Sale Trade Condition document from the home page of your instance, click the New tab and click on Sale Trade Condition in the Trade area.
\nYour Sale Trade Condition document has been created successfully, and as you can see on the picture, Sale Trade Conditions look exactly the same as Sale Orders. The reason for this is that the information borne on Sale Trade Conditions are identical as the information borne by Sale Oders.
\nAdd a title to your Trade Condition in the Red area, and then add the blue fields with information about the sender, the seller and the supplier. The green area displays the effective and validity dates, and comments for the other users of your ERP5 instance.
\n Another important field which is necessary to fill when you are creating any Sale/Purchase Trade Conditions, is the "Specialised Trade Conditions and Business Processes ". It defines the workflow of the ERP5 trade module (Sale/Purchase Orders, Sale/Purchase Packing Lists and Invoices) which you need to apply this Trade Condition later. To fill the field, click on the Wheel\n .\n
Note: Please replace "Hongzhao" with the company you created when you configured your ERP5 instance.
\n\n In this page, you can choose Specialised Trade Conditions and Business Processes. Because we are creating a Sale Trade Condition, so here we choose in the first line "Business Processes"\n . This goes the same when you create any other Sale/Purchase Trade Conditions.\n
\n\n Now you can see there is an option "Default Trade Business Process" on the "Specialised Trade Conditions and Business Processes" list, it is created automatically by the ERP5 configurator when you configurated your instance. Please first check off\n the option "Default Trade Business Process", and then\n click on "Set Relation"\n .\n
Note that you can also create your own "Business Process" using the "Business Processes Module" in ERP5.
\n\n Now you are led again to the View page of the sale trade condition you created. You will see the "Specialised Trade Conditions and Business Processes" has been defined\n . Remember that this field is necessary to fill up when you create any Sale/Purchase Trade Conditions.\n
\nThe Payment tab displays the payment mode you want to be applied to your orders. In order to edit the Payment mode, click on the payment tab of the Sale Trade Condition document and jump to this page.
The area circled in blue on the picture is the default payment condition that will be applied to your orders whenever you decide to import those sale trade conditions to them. In this area, you can set the following information: payment mode, trade date, term, end of month and additional term. When you are done, click the save button and jump to next page.
\nIn many cases, you will need more complex payment options. For instance you might need your customers to pay an advance on payment, and pay the balance when the goods are delivered. This is possible in ERP5 Express to add more than one payment conditions, which means that you can build complex payment conditions, following this procedure:
Open the Action Item List and choose Add Payment Condition.
\nThis is the new payment condition that has been created in previous page. This condition will not replace the default payment conditions but will be added to them. As you can see circled in red on the picture, you can first decide the % or the amount that will have to be paid following the rules of this payment condition. When you are done, click the save button.
\nThis Payment condition is in fact an Advance on Payment of 20%. We have put some information about when this advance should be paid and the payment mode. Refer to the picture for more details. When you are done, click the save button.
\nBack on the Payment Tab of the Sale Trade Condition, you can see that the Payment Condition you have created has been added to the Payment Lines. For your information, the default_payment line is the line that has been created automatically when you filled the Payment tab in the previous steps.
We will now edit the default payment line, in order at least to change its name. Click on the line, and jump to next page.
\nWe will only change the title of the line and add a description. This line in fact is the balance of the Payment.
\nWhen you are done, save your work and go back to the payment tab of your Sale Trade Conditions.
\nAs you can see here, the two lines have been created, one line for the Advance Payment and one line for the Balance. We are done with the payment Conditions, we will now see the Profile Tab.
\nThis tab gathers information about the two parties of the sale order-the supplier parts are circled in red, the client parts are circled in blue. Some information of the supplier part have already been filled if you filled the view tab correctly. The only fields you have to edit here are the "Invoice Sender" and the "Payee". You will notice that the "Payee" has no options, this is because you haven\'t edited the "Financial Information" tab of the your organisation which you put in the supplier fields. So we will now add a "Bank Account" in the "Financial Information" tab of the organisation.
Note that for the client fields which are circled in blue, the information are necessary to fill up when you set a sale order with your customer, but you don\'t have to edit them now, because these fields are different according to different sale orders. So you can edit them differently in each particular Sale Order document, after you have imported the general Sale Payment Conditions which we just created.
\n\n In a Sale Order, the one who gets paid is usually the supplier. Therefore we define in the Payee\n field our own bank account. If you cannot select any bank account, than you first have to create a bank account for your organisation as decribed in the tutorial How to create Bank Accounts\n
\n\n The final step to create the a Sale Trade Condition, is to go back to the View tab and Validate\n it.\n
For now, you have successfully created a Sale Trade Condition, which you can apply later. The steps to create a Purchase Trade Condition are the same. Now we will show you how and where to apply them.
\nNow we have created Sale Trade Conditions, how can we apply them?
\n The Trade Conditions are mostly used when we create a Sale/Purchase order from the Home Page of your ERP5 instance. So click on the new tab and choose Sale Order in the Trade Area\n .\n
\n\n When the order is created, enter the name of your Trade Condition in the Trade Condition field\n , as shown in Blue on the picture (You can also choose from the Sale Trade Conditions list by clicking on the Wheel). When it is done,\n save by clicking the Save Button\n , as shown in red on the picture. The third step, in black on the picture, is to open the Action Item List and\n choose Apply Sale Trade Condition\n .\n
\nAs you can see, the View tab has been filled with information imported from the Sale Trade Condition you choose to apply.
\nThe Profile Tab has been updated as well.
In the following tutorials about sale/purchase orders, packing lists, invoices and payments, you will see the Specialised Business Processes you just defined in the Trade Conditions will also be updated automatically once you apply the Trade Conditions with the defined business processes.
\nIn this tutorial, you will learn how to create and manage products and services in ERP5. This process has a similar structure as previous three tutorials for persons and organisations, which means you can try doing it by yourself or follow us along. This is the same three steps procedure :
\n
Create\n
new document.\n
\n
Fill\n
the different tabs with appropriate characteristics.\n
\n
Validate\n
your data.\n
\n As electronics specialist, the core of your business is to sell high quality components, like this LED for example, wich is your star product\n
We created an example to help you understand the different steps of product creation. Your company is an electronic component supplier/specialist, selling LED lights, which are little amps for electronic equipment.
We gathered some hypothetical characteristics, which will help you fill in the blanks, but please notice that those characteristics are not all in logical order,and you will have to sort them.
Title : Red Led
Reference : RL01
Electronic component
Taxable
Purchase price : 0,5€
Sales price: 1€
Validity : 01/01/2010
Supplier: EC China
\nYou are now familiar with creating new objects in ERP5 as it was covered in the first several tutorials. Product creation works the same way :
\n First reach the “new” tab of the home menu\n which helps you create objects in ERP5. To reach the home menu, click on “ERP5” on the bread crumb.\n
As you can see on the screenshot, the only difference is that we are now using a new module called PDM : Product Data Management. With this module, you will be able to manage your commercial offers based on products and services. You will find further details in this tutorial and by browsing the application.
\n\n To create a product, simply click on “product”\n .\n
This will create a new product, save it, and open the related product sheet, from which you\'ll be able to manage the details of the product, as described below.
\nFirst, please fill the “view” tab, the same way we did for persons and organisations.
Look on the picture or in the first pages of this tutorial to find the details of the “Red Led”, and try to fill out the “view” tab, which is first step in the detail edition, because not all characteristics belong to this tab.
\n Note that since this product doesn\'t have any variation of size or price, in the field "Individual Variation Base Category List", we can not choose "Variation". To do so, please click on the option "Variation", then hold "Ctrl" and click on "Variation" again\n . When you are done, save your data, then you will see the result. Some fields will remain blank, this is not a problem. If a field is compulsory, ERP5 won\'t accept to save your data until you entered it.\n
This step will create a new product, save it, and open the related product sheet, from which you\'ll be able to manage the other details of the product, as described below.
Note: If the product has various purchase/sale prices or various sizes, e.g, a book with two different formats (big and small format), the price will be different, then you will have to choose "Variation" in the "Individual Variation Base Category List ", so you can set different prices in "Purchase" and "Sale" tabs later. We will show you examples in the next part "Complex products-Variations" in this tutorial.
\n\n With the characteristics given in the example, we are able to fill out 5 fields of the “Purchase”\n tab. The reason for this is simple, ERP5 divides the data until it has reached its canonical form, which means that “Purchase price : 0.5€/piece” carries 3 values rather than 2 as it may seem: Each\n piece (1) is sold 0.5 (2) Euro (3).\n
We recommend you to always type commentaries about your products, and other data stored in ERP5.
\n\n Now that we have filled correctly the purchase information, it is time to give details about your selling price, by filling the “Sale” tab\n .\n
\n Please, click at “Sale” tab\n , and try to fill the form with the following details :\n
Example : You sell your LED at a price of 1€ / piece. The sales price shall remain stable until 1st of January 2014. Many companies are used to purchasing this product from you.
There are four other fields to fill about the sales price , as shown on the screenshot : “Sales price”, “currency”, “Priced quantity” and “Price validity”.
Note that the “Recipient” field has been left blank. This field is only used if the product is sold to one customer exclusively. As the Red LED is our star product and is sold to many different customers, this field remains blank.
\n\n Managing stock levels is another crucial business activity, and ERP5 allows you to track it smoothly thanks to the “inventory” function. As we will demonstrate in another tutorial, you can make an inventory to establish your stock levels for each product. If you do it correctly, your stock will be kept up to date by ERP5. You can find this very information in the “Stock” tab of your product\n . Each time you purchase or sell this product, ERP5 automatically updated its stock level.\n
\nNow that you have defined your product, it is time to validate it.
To do so, please follow the same steps as to validate a person or an organisation. The goal of this validation is to inform your co workers that the information you provide can be taken for granted. If you are not sure about the data you entered, do not validate, but rather leave it as draft to avoid confusion!
\nIn ERP5, you can create products that are much more complex than standard products we have just created. For example, you might need to enter an unique reference, to store different product variations. We will see here the example of a book, that is available in different formats, a big and a small format. Of course, the prices are different, be it the purchase or sale price. But we would like to have only one reference for this product, displaying both the big and small format with their respective information such as prices and stock level.
\n When you create the new product, in the "View" tab, choose "Variation" in the "Individual Variation Base Category List"\n . When this is done, you can save and jump to next page.\n
\n\n In this second step, we will add Product individual variations. In order to do this,open the Action item\n list and\n choose “Add Product Individual Variation”\n . A new document will be created for this variation and you will be redirected to it in order to edit it.\n
\n\n This is your product individual variation document that has been created. You can set a name\n to it and\n save\n when you are done.\n
\n After you are finished,\n go back to the product document\n by clicking on your product name in the Bread Crumb. Repeat these two steps to create another product individual variation document "Small Format".\n
\n\n Here we are back on the Product document. As you can see on the bottom of the document, a list of Product Individual Variations is displayed\n . You can click on any of them if you want to edit their name. But if you want to set their purchase and sales prices, please jump to next page of this tutorial.\n
\nWe will now see how to set the Purchase price of these product individual variations.
As you can see on the screenshot, the variations you created in the previous steps are not displayed here. Indeed, there is a step to take in order for you to be able to set the prices of those variations. Jump to next page.
\n\n In the blue area, click on variation\n and\n click the Save button\n . When you are done, jump to next page.\n
\n\n You can see in the red area that the two variations we have created in this tutorial are now displayed on the bottom of the page. You can now set the purchase price\n of each variation in the appropriate field, and\n click the Save button\n when you are done.\n
\n\n In order to define the Sale Price of your variations, click on the Sale tab and take the same steps as for the Purchase price\n .Do not forget to save your work when a document is modified.\n
\nERP5 also manages Price Quantity Steps. This feature is useful if the price of a product varies with the ordered or sold quantity. In this example, we will set 3 different quantity steps for the purchase and the sale price, whether the quantity is less than 50 units, between 50 and 100 units and more than 100 units. The Quantity step field will help you do this operation. Enter the different quantity steps you need in the Quantity step field, separating each of them by the Return Key of your keyboard. When you are done, click the Save button and jump to next page.
\nAs we are using here the product for which we created individual variations, the Quantity steps will be applied to those different variations. As you can see on the picture, for each variation, three price fields are now available. The first column is the unit price for an order of less than 50 pieces, the second column is the unit price for an order between 50 and 100 units, and the column on the right is the unit price for an order of more than 100 pieces. Each line stands for a product individual variation, in our example, big format and small format. Jump to next page.
\n\n Enter all the unit prices for your variations and quantity steps\n , and when you are done,\n click the Save button\n .\n
\n This was the very last step of this tutorial, you should now be able to create and manage products, including product individual variations and quantity steps. We would recommend to be very careful when editing a product, for the information borne by the product documents will be automatically imported to the orders related to these products\n , which will help you gain much time!\n
\nIn this guide, you will learn which type of report you can generate with ERP5, and how to generate them.
\n\n In order to see the list of reports available to generate, click on the Reports tab of your ERP5 instance. On the left, you can see the Accounting area displaying a list of the reports you are able to generate: Import Report, Trial Balance, Account Statement, Journal, Third Parties, General Ledger, Balance Sheet, Profit and Loss, and Invoices Report. In order to create a report, simply click on the line of the report you want to create\n . In our example, we will create Account Statement.\n
\nHere is an example of an Account Statement report Creation. As you can see in the screenshot, please follow the steps to set the following information.
\n Firstly, in the red area, the Section Category\n is the group your company belongs to, you will have only one choice here;\n From Date\n and\n At Date (end date)\n are the dates delimiting your report.\n The At Date is compulsory\n .\n
\n Secondly, in the blue area, you can choose which Simulation State(s)\n you want to display in your report, and the\n Journal Type (types of transactions)\n you need to display.\n
\n Thirdly, in the yellow area, you have to choose an Account, this is compulsory\n , and then you can choose one of your\n Bank Account\n if you have several ones.\n
\n Then, in the green area, you can choose to display the Detailed Beginning Balance\n , and to\n Omit Grouped References\n . You can also choose the\n Format\n of your report. As you will see in this item list, many formats are already supported by ERP5.\n
\n Finally, when you are done editing, click the "Account Statement"\n button. Then you can\n save or print\n this Account Statement.\n
\nHere is an example of the Account Statement report we have just created.
\nAs you can see on the picture, this is an other example of report: Profit and Loss. The details requested by ERP5 are different from the Account Statement, as the report itself is different.
\nHere is the Profit and Loss Report we have just created.
\nIn this tutorial you will learn how to link people and organisations. You might have noticed in the previous tutorials that persons and organisations are very important in ERP5, because they are the core of your business.
We have already showed you how to link people to his/her organisation through the person creation process, but now we will examine some of the details in depth to show you how you can link a person to an existing organisation or to a new organisation. As we have used VIFIB example to created a person and an organisation in the previous two tutorials, now we will continue using those two entities to explain how to link them together.
\nAs we have created a person and an organisation in the first two tutorials, we are now going to use those two entities to explain how to link them together.
\n\n Already created in ERP5: YES\n
The easiest way to link a person to an organisation, is to create the organisation first. Once the organisation is created, you can link people to it by browsing the person\'s details and set the relationship with the existing organisation. As described in the previous tutorial, Z Company has already been created in ERP5, (see Tutorial "How to create Organisations"), we\'ll follow the organisation creation process to explain how to link a person to an existing organisation in ERP5.
\nFirst, you need to go to the page of the person you want to link to the existing organisation. You can reach this page by browsing people from the home menu of ERP5 Express, or by clicking on “persons” in the “ERP5 modules” item list.
Click on “ERP5” on the bread crumb => Click on the “browse” tab => Click on "Persons"
\nOpen the “ERP5 Modules” item list => Click on "Persons"
Both ways will open the stored person list of ERP5.
\nClick on the line representing the person who\'s details you want to browse.
In our case, simply click on the line “John Doh”. Then you will reach the page of John Doh.If you don\'t see that line, please search for the person by typing "%John Doh%" in the tab "Usual Name" (You can use Fuzzy Enquiry method in ERP5 base data list page to search for any information you need). After you press the enter buttom on the keyborad, the line of John Doh will appear if you have created the person correctly according to the previous tutorial "How to create Persons"
\nNow you should have landed on John Doh\'s View page, from which we are going to set a relation between him and his company which has been created, Z Company, as described in the introduction of this tutorial.
Just next to the “organisation” field, you can see a wheel. This is the tool in ERP5 which allows you to set relations between different items. Here you use the wheel to link a person to an organisation that has been previously created in ERP5. So just click on this wheel, then it will open a list of all existing organisations.In our example, we want to link John Doh to Z Company, we have opened the page of John Doh, now after we click on the wheel, we can see the different existing organisations (as shown in the following screenshot), and then choose Z Company that John Doh should be linked to.
\nHere are three points you need to pay attention to in this step
\n
(1)Choose the appropriate organisation:\n
\n
Once the list of organisations is open, select the organisation you want to link the person with by checking the box on the left of the screen, in front of the appropriate organisation.\n
In our example, we want to link John Doh to Z Company, so we check the box on the left of Z Company, as you can see on the screen shot.
\n
(2)Set relation:\n
\n
When the appropriate box is checked, click the “set relation” button. This will link the person to the selected organisation, and lead you back to the person\'s details and save the data.\n
In our example, when the box next to Z Company has been checked, we can press the "set relation" button, which will link John Doh to Z Organisation, lead us back to John\'s page, and save the operation.
\n
(3)Check the "plane" icon:\n
\n
After you have set the relation, the "wheel" icon will change to a "plane" icon (as you can see in the following screen shot), which meens that you have set a relation between two items in ERP5, and this "plane" icon can lead you to the related subject. In our example, once the "wheel" turns into the "plane", John Doh is related to Z Company, and then you can check the relation by clicking on the "plane" to go to the page of Z Company.\n
Now that the relation is set, we will check that the operation worked correctly. To do this, go to the appropriate organisation\'s page, and make sure that the person is related to it.
To go to the organisation\'s page, you can either use one of the methods you learned in the previous tutorials (eg, browse the base data in the ERP5 home page, or use the “ERP5 Modules” item list on top of the page), or use this new method - the "plane" two steps:
\n 1. Click on the “plane” icon.\n
Click on the “plane” icon just next to the “organisation” field on the person\'s page: this will lead you directly to the page of the related organisation.
In our example, now that we have set the relation between John Doh and Z Company, in John Doh\'s page, we can click on the “plane” icon next to his organisation Z Company, which opens the View page of Z Company.
\n\n 2. Check on the linked person\'s information line.\n
Check on the bottom of the organisation\'s page you have just reached and then click on the line of the appropriate person who has been linked to it. In our example, on the bottom of the page of Z Company, we can see the line “John Doh”with his basic information. This line confirms that John Doh has been linked to his company Z Company, as a Marketing Manager.
\n\n Already created in ERP5: No\n
ERP5 allows you to create a new organisation directly from a person\'s View page, in this way you can link a person to the organisation directly.
Now let\'s see a new example: Lei XU is working for the Y Company. First, create the person, just like you learned to create a new person in the tutorial "How to create Persons". Now let\'s see how can we link him directly to the new company.
\nFirst you need to go the View page of the person you want to link to the organisation.
\nOnce have created the person Lei XU, just type the name of his/her organisation in the “organisation” field. When you are ready, click the save button on the right of the screen.
\n\n
ERP5 will alert you that the organisation that you try to link your person to does not exist, but offers you to create it. If you accept, the related organisation will be created, and the person will be directly linked to it.\n
\n
To do this, first browse the item menu circled in red, then click on “add organisation”. This will create the organisation and save the operation automatically.\n
You can now check that everything worked fine by going to the related organisation\'s page. To do this, you can use one of the methods you learned in the first tutorials, or simply click on the "plane" icon next to the "organisation” field. This will lead you to the related organisation\'s page (as described in the first part of this tutorial).
\n\n Now that we have learned how to how to generate invoices from Sales Packing Lists in the previous tutorial "How to Manage Packing Lists", we are going to explain now how to manage and how to print the invoices.\n
\n\n If you want to edit the sale invoice, you will have to locate it first\n . This is a two step procedure :\n
\n First, browse the existing Sale Packing Lists from the home menu or the Modules menu, the same you would have done for persons or organisations. Please refer to the "How to create Persons" or "How to create Organisations" tutorials for more information.\n
\n\n Now you can reach\n the sale invoice directly from the related Sale Packing List.\n
\n First, make sure that the Packing List has been shipped or delivered\n . You can find that information on the View tab of the Sales Packing List “State”.\n
\n Now that you have checked the status, please browse the “Jump to “ menu, and click on the line "Related Sale Invoice Transaction"\n . Then you will be directed to the related sales invoice.\n
\n Note that an error may return: "No Related Sale Invoice Transaction"\n . This means that either the Sale Packing List status is not appropriate, or you just changed the status, and you have to wait at least 30 seconds for the system to take the changes into account.\n
\nRead the message that appears in red on top of the invoice document, you are now landed on the related sale invoice.The tabs of this invoice document incorporates lots of information, which comes directly from the initial Sale Order as well as from the Sale Packing List.
\n In theory, there should not be anything here to fill out. The first step before trying to start the accounting transaction, is to check that the information provided by the sale invoice is correct\n . As most fields have been updated from your information, there shouldn\'t be any changes to implement, but one can never know, so we recommend you to check the information in every tab in your invoice document.\n
\n When complete, click on the "Accounting View" tab\n , and jump to the next page to\n start the accounting transaction of the order\n .\n
\n\n In order to do an accounting transaction you have to initiate it\n .\n
\n
An accounting transaction is a three step procedure :
\n
First, you need to start the transaction, which means that the accounting lines will be created. In accounting terms, this is called\n
Journalise Transaction\n
. The second step is to validate the transaction, once you have checked the different accounting lines that have been generated automatically by ERP5. In accounting terms, this is called\n
Post Transaction To General Ledger\n
. Once those two steps are over, you can\n
Definitively Close Accounting Transaction\n
.\n
Be careful: once the transaction is closed, you will not be able to modify it. This is why some companies do not close their transactions until the end of their accounting period.
\n As you can see in the screenshot of the "Accounting View" tab of the invoice, the state is "Confirmed", and there is not any "Accounting Transaction Lines" yet. To start the transaction, browse the “Action” menu on top of the page and click on the line "Journalise Transaction"\n , then you will see on the next page, this will\n create the first accounting lines\n .\n
\nBefore trying to go further in the accounting process, we will analyse what changes occurred on the invoice document after we journalised transaction.
First, as you can see in red on the screenshot, the state has changed from "Confirmed" to "Journalised". This means that ERP5 has created some accounting lines for your transaction.
\n \nNote: It can take up to 5 minutes until the accounting lines have been created. You might have to refresh the page, if you don\'t see the accounting lines.
\n \nThis is the second part of the analysis: as you can see in blue, the first accounting transaction lines have been created. They are automatically created by ERP5, and, if you can read the accounting lines, they represent your transaction. In our example, the sell account should be credited with 100000€. If you did not yet subscribe to ERP5, you may not know that more than one accounting plan is available. On this screenshot, the French accounting plan is used, but many others are available. We already have accounting plans catered especially for Africa and Japan, and we are constantly working on developing more plans that will be available soon.
Note that a transaction can be modified as long as it is at "Journalised" state.
\n However, even though the accounting transaction lines have been created, but they have not been validated yet, in accounting terms, the transaction has not yet been journalised.\n To validate the transaction, you have to acting "Post to General Ledger". Please see next page.\n
\nOnce you have checked all the accounting transaction lines, you can validate them.
\n To do so, please browse the “Action” menu and choose "Post Transaction to General Ledger"\n and jump to next page.\n
\n\n After "Post to General Ledger", as shown in the screenshot, the invoice state changed from "Journalised" to "Posted to General Ledger"\n . In fact, this state is similar to "Journalised", unless it has to be seen as a transition state between “Journalise” and “ Definitely Closed” state to indicate that the transaction has been validated.\n
\n When validated by acting "Post Transaction to General Ledger", a transaction can still be modified. If you browse the action menu, you will find a line that is called "Restart Transaction (journalise)"\n , which helps you invalidate the transaction and go back to the “Journalised” state.\n
\n Now the “Post Transaction to General Ledger” action insures that the transaction has been accepted, and the management has been transferred from sales department to accounting department\n .\n
Once this is done, the next step will be to close the transaction, as shown on the next page.
\n\n The very last step of managing an invoice is to “Definitively Close\n ” the accounting transaction.\n
\n Once this is done, you will not be able to go back to another state\n , which means that you will not have the possibility to modify the transaction.\n
\n Close the transaction only when you are absolutely sure that the details, figures, etc. are correct\n . Some companies for instance, are accustomed to closing all the transactions at the end of the year.\n
\n To close a transaction\n , browse the “Action” menu and choose “\n Definitively Close Transaction\n ”. Once this is done, the state of the transaction will be changed from "Posted to General Ledger" to\n Closed\n , and you will be able to\n create a payment\n for it, as we will see on the next tutorial “How to create a Payment”.\n
\n\n ERP5 allows you to print\n the invoices you have created.\n
\n We will now explain how you can easily print\n an invoice you just created. You can print an invoice at any state, even if the transaction is not closed yet.\n
\n The first step to print an invoice, is to click on the\n Printer\n button on top of the invoice sheet, as you can see on the screenshot.\n
\n Clicking this icon will open a new window in which you will be able to change the settings of the Print\n .\n
\n\n The print setting page\n is now open, so you can browse the different menus to choose which kind of print you need.\n
\n Firstly, choose the language\n of your print, in our example, the language can be either set to French or English. Secondly,\n choose the format\n of your print.\n
\n When you are done, click the option "Print Invoice"\n to create a physical copy of the document. You can either\n print directly with your printer\n , or\n save a copy of the invoice into PDF or other formats\n to keep it on your computer, so you can print it or send it by email later.\n
\n\n When you validate a Sale Order, as seen in the previous tutorial "How to create Sale Orders", ERP5 creates automatically the related “Sale Packing List”\n . Thanks to it, you will be able to track the shipment of the goods related to the order.\n
The goal of this tutorial is to explain how to manage Sale Packing Lists, in order to have the goods shipped and delivered.
\n This is a two steps procedure: first, the order needs to be shipped and, when it reached the client warehouse, the status must be turned into “Delivered”\n .\n
\nAs you can see on the drawing, the different steps of managing a Packing List can be linked with real people in the company.
The principle of workflow based application makes sense in this case. Indeed, once the Sale Order has been registered and confirmed by the sales manager, the employee from the warehouse will prepare the automatically generated Sale Packing List related to the order. Thanks to the workflow, the sales manager will be aware that the order is ready to be sent and will give the order to “Ship” the goods. Once the client receives the goods, checks them and gives feedback, the sales manager will then change the status to “Delivered”.
In this way, it is possible to track the whole shipment process, thanks to ERP5.
\n\n From the previous tutorial "How to create Sale Orders", you have learned to generate the related Sale Packing List automatically by confirming the Sale Order, and reach the Sale Packing List by using the "Jump ..." menu.\n
\n Now that you are on the initial view form of the Packing List related to your Sale Order, you can start filling out the the missing information\n where it is not filled automatically.\n
\n Note: Most data in the View tab and the other tabs (Details, Payment, Profile) should have been updated automatically from the Sale Order\n , so you will not have much to do now. If some fields have not been updated, it means that those fields have not been filled out correctly in the related Sale Order. This is why we recommend to fill out properly the Sale Orders before generating Packing Lists.\n
\nAfter the sales manager confirms the Sale Order, the employees in warehouse will prepare the shipment and ship it. If the shipment corresponds with the information in the Sale Packing List, you have to tell ERP5 that your order has been shipped.
\n To do so, browse the “Action” menu on top of the screen, and click on “Ship Packing List”\n .\n
\n This will change the status of the Sale Packing List from "Confirmed" to "Shipped"\n , as you can see on the next page\'s screenshot.\n
The next step will be to set the order as delivered after the clients acknowledges the shipment.
\nWhen the shipment has been received by the customer, if the goods have been checked and are in good condition, you would like to set the order as delivered.
\n To do so, please browse the “Action” menu and click on the line “Deliver Packing List”\n .\n
\n This will change the status of the Sale Packing List from "Shipped" to “Delivered”\n , and this also will\n generate the related invoice\n , as you can see on the following two pages.\n
\n\n After the Packing List is in "Delivered" state, you can access to related invoice by clicking the "Related Sale Transaction Invoice" in the "Jump..." menu\n .\n
\nNow you can have a look at the Sale Transaction Invoice generated from the Sale Packing List. If you need to go back to the initial Sale Order or Sale Packing List, you can either use the "Jump..." list again, or by browsing the Sale Orders or Sale Packing Lists in the "Modules" list.
In next tutorial, you will learn how to manage invoices.
\n\n
Sale Packing Lists can generate an invoice\n
for the related transaction by a simply action:\n
Ship Packing List\n
, if the number of items shipped (in the Sale Packing List) matches the number of items ordered (in the Sale Order). This means that you do not have to bother clicking on anything, the invoice will be automatically generated after you ship the Packing List.\n
\n
The same as the "Related Sale Packing List", you can\n
reach the "Related Sale Invoice Transaction" from the "Jump ..." menu\n
.\n
However, ERP5 also allows you to manage the difference that can exist between what has been ordered and what has been exactly shipped.
For example, your client ordered 1000 products from you, but after the sales manager registered the Sale Order and confirmed it, the warehouse agent discovers that there is only 900 products left, due to a strike that obstructed your shipment to be delivered on time.
\n The warehouse agent, who is in charge of preparing the shipment, verifying the Sale Packing List on ERP5 and shipping the goods, decides to pack the 900 products available, and changed the quantity in the Sale Packing List. Technically speaking, this means that the order and the shipment are not convergent, because 1000 products have been ordered and only 900 have been shipped. For this reason, the invoice generation will be up to the sales manager. If he/she approves the shipment, he/she can first "Split and Defer" the initial Sale Packing List\n , which will create another Sale Packing List for this order with the quantity left to be shipped later. The warehouse can\n then "Ship" and finally "Deliver" the first Packing List\n . After the second part of the products are prepared, the warehouse can\n "Ship" and "Deliver" the second Packing List\n . In this way, the diverged Packing List can be solved.\n
\n Note that once you Ship Packing List, the action generates invoice for the related Packing List automatically, with the updated quantity shipped\n . So finally, you will have two sale invoices, corresponding to each diverged Sale Packing List.\n
\nFrom last tutorial we have learned the standard process of managing incoming Events. In this tutorial, we will specially introduce the process of how to manage the Ticket "Support Request", following the standard process of managing incoming Events explained in last tutorial.
Support Request is a kind of Ticket which the incoming Events (email, phonecall, fax, etc.) of your customers are assigned to, and which is a very important Ticket in ERP5 CRM because it allows you to manage all the interactions between your customer, your company and your supplier effectively, which helps consolidating the customer relations of your company.
\n\n As you have learned from last tutorial, the second part of this illustration shows the standard process of Incoming Events: Declare as Received\n ,\n Define the Event\'s Recipient\n ,\n Create a Follow Up Ticket\n and\n Deliver\n
Now we will explain in detail how to practice this process in managing Support Requests.
\nThis tutorial is based on a scenario that will help you understand how to manage Support Requests and the role of this kind of Ticket.
Z Company is an electricity supplier, one of VIFIB clients who are using the ERP5 instance. John Scott Doh is the marketing manager of Z Company. From this year, as the other departments of Z Company, he starts to implement the ERP5 to manage his marketing department, and specially the ERP5 CRM for his business with his clients. In the very beginning of using this new instance, he met some difficulties in the configuration of the ERP5 instance, so he wrote to the ERP5 support team asking for help. When the ERP5 support team receives the email from this client, someone in the team will create a new incoming Event in ERP5 in order to ask for someone who is capable to answer to the request of John Doh.
Now please follow this scenario, combine with the standard incoming Events process you have learned, to see what\'s the steps to take in ERP5 to manage the support requests from your clients.
\n\n In ERP5 CRM, in order to better manage the customer relations, once we receive an incoming email, phonecall or fax from our clients, we will have to create a new incoming Event from the support request sender\'s document\n in order to tell our team that we receive a message from our client. In this way, all the support requests from our clients will be recorded immediately, and be assigned to personnel to handle them later.\n
In our example, we will first create an incoming Event to inform our ERP5 support team that we have received an email from John Doh who is asking for help. As it is John Doh who sent this email, we will create the incoming Event directly from John Doh\'s Person Document, in order for the Event to be linked easily to John Doh in ERP5.
\n In order to create an incoming Event from the request sender John Doh\'s document\n , the\n first step\n will be to\n reach John Doh\'s person document\n in ERP5. To do so,\n click on the “Browse” tab\n of your instance Homepage, and\n click on “Persons”.\n
\n\n Then we will reach list of Persons stored in your ERP5 instance, click on John Doh\'s line\n in order to reach his Person Document.\n
\n\n Now that you have reached John Doh\'s Person Document, the second step\n in order to create an incoming Event from the support request sender\'s document is to\n reach the Event list of John Doh\n by\n Click on the Event Tab\n in John Doh\'s document.\n
\nAs you can see, the Events list of John Doh is still empty because until now, there is no Event related to John Doh, i.e., VIFIB hasn\'t had any interaction with him so far.
\n\n Since we have received the mail message from our client John Doh asking for help, we will now create a new Event related to John Doh to record this message. To do so, open the “Action” item list and choose “Create New Event”\n .\n
\n\n As you have learned in the previous tutorial “How to Prepare Outgoing Events”, when the new Event is created, you can first set the basic information such as Event title, type and direction\n , etc. The only difference here is to\n set the Event Direction to “In”\n this time, because you want to create an Incoming Event, indicating that you have received an email in this case, and then you will enter this email in your ERP5 for someone of your team to process it.\n
Now you can copy and paste the email you have received from your client John Doh into "Message" area, or you can also do it later in the Event edit page.
\n In order to follow this tutorial, check Keep in draft state\n option in order to create an Event on "Draft" State. Afterwards, we are going to learn how to learn how to declare it as received manually.\n
\n When you are done, click the “Create New Event”\n button.\n
\n\n As you can see in the red area of the picture, a new Event has been created, which is on the “Draft” state\n . The blue area shows the\n Sender and Recipient fields\n which have already been filled automatically, following this\n rule\n : The Sender is John Doh, because the incoming Event has been created from his person document. This act tells the ERP5 team that we have received an email from our client John Doh somewhere. The Recipient here is Jingjing XU, because this is the name of the\n ERP5 user\n who created this incoming Event. However,\n this information can be changed later\n , if we need to assign this incoming Event to someone else in our team to take care of it.\n
\n\n Now, copy and paste the email you have received from your client John Doh into the red area: Text Format\n . This area aims at showing the email you have received to all the persons of your team, which is the content of this new incoming Event. If you have done it in the previous step, you can just review and edit it as you want. And finally, don\'t forget to\n save\n your data changes.\n
\n\n Now that you have drafted\n all the necessary fields of this incoming Event, it is time to conform to the ERP5 that you have\n received\n this email from your client, the move will lead to the change of the Event\'s state as Received.\n
\n To do so, open the Action Item List and choose “Declare as Received”\n .\n
\nAs you can see on the screenshot, after we declared that the Event is received, the state of the newly created Event is now changed from "Draft" to "Received", which is the first state of an incoming Event, as you can witness on the workflow of incoming Events in ERP5, shown on the left of the picture.
\nNow it is time to define who should process this Event - the person in the ERP5 support team who will have to provide John Doh with an answer .
\n We will ask our team member“Yingjie XU” to take care of this Event. To do so,\n Firstly,\n change the person name in the “Recipient” field\n from "Jingjing XU" (the default Recipient) to "Yingjie XU". Secondly, as usual, don\'t forget to\n "Save"\n the action.\n
This step aims at indicating that “Yingjie XU” did receive this email from the client, and has to take care of it. So after the next step that we "Receive" the Event, this Event will appear on Yingjie\'s worklist as "Received Events to Deliver", which we will show you later. In this way, Yingjie will know that he is responsible to handling a new incoming Event.
\n\n Now the incoming Event has been "Received"\n , the\n "Recipient"\n has been defined, the\n Follow Up Ticket\n has been created, so it is time for the "Replier" - the Recipient to offer support to the client. And all the following interactions between the Replier and the Client will be recorded under the Support Request Ticket we just created.\n
\n
In this section, we will switch users in order to understand how users can be aware that they have Events to handle.
\n
Log out\n
by opening the “My favourites” item list, and choose\n
Log out\n
. After being logged out, we have\n
logged in user “Yingjie”\n
in order to help you understand how incoming Events are displayed in the\n
worklist\n
of this user.\n
\n “Yingjie” is now logged in, and while opening his Worklist, we see that there are 1 "Received Events to Deliver”\n to be treated. Let\'s\n click on this line\n .\n
\n\n This is the list of "Received Events to Deliver"\n , reached through the Worklist. All the Events declared as "Received" and have assigned to a "Recipient" will displayed on this list. In order to know who has to take care of them,\n each user has to search for his person name in the Recipients field\n , and then he will\n click now on this Event with the his name as the Recipeint order to process it\n
Now we have reached the List through Yingjie\'s Worklist, we can see that there is 1 received Event to deliver (Normally there could be more Events on the list with different Recipients). So user "Yingjie” only has his name in one Event, which means that this is the only Event he is entitled to take care of. So click on this line in order to process it.
\n\n According to the standard process of incoming Events, if the Event can be handled in a simple way, we can Create Response directly\n from the Received Event\'s Action item list, as the option shown in the blue frame. But if the incoming Event needs to be handled in a complicated way, which needs a Ticket to contain many following Events, as in our case the support request from our client, we will then need to\n Create Follow Up Ticket\n from the Received Event\'s Action item list, as the option shown in the red frame.\n
\n So the next step will be to assign this Event to a Ticket. If you remember correctly, a Ticket can be a campaign, a sale opportunity, a support request, a meeting, etc...In this case, the client has asked for help in his email, so this is clearly a Support Request that has to be created. In order to create this Support Request Ticket, open the Action Item List and choose the action “Create Follow Up Ticket”\n .\n
\n\n Now you will choose the type of Ticket you want to assign this Event to. In the first field, you can enter a Ticket Title\n . This title will be displayed in the field Follow-Up of this Event. After this, you can choose the\n Ticket Type\n . In our example, we will choose "Support Request" as Ticket type, which means that later we will be able to find this support request Ticket in the Support Request module of ERP5. After created, this Ticket can receive many different Events afterwards, such as the reply from ERP5 support team member, and the further questions from the client John Doh. When you are done,\n click the “Create Follow Up Ticket” button\n .\n
\n\n As you can see stated in the left upside of the screenshot, the Follow Up Ticket of this incoming Event has been created. You can see the Ticket is displayed in the "Follow Up"\n field in the Event\'s page.\n
\n The Follow Up Ticket is created in order to contain all the following Events happened between the client and ERP5 team which are related to the original Event. We can easily access to it by clicking the plane icon\n in the right side of this field.\n
\nNow we can access to the Follow Up Ticket of the incoming Event - the Support Request Ticket we just created. In the page of the Ticket, as circled in red, you can now define the Manager, the Supervisor and the Operators, so they will know through their worklist that they are responsible to process the Ticket.
As circled in blue, you can already see the Event from which we created the Support Request Ticket has been contained in the Events List of this Ticket. From now on, every interactions happen later between the operators and the client will be recorded in this Ticket, and clearly listed in the Events List.
Now we can return to the event and we will now explain how to provide client John Doe with an answer to his question.
\nThe state of the Event has then changed from "Received" to "Delivered" which means it is now acknowledged by someone to be taken care of.
\n By delivering the Event which is the final step of Process incoming Events, the Recipient who is entitled to take care of the Event says to his team that the Event is taken into account and will be processed by him.\n
\nNow it is time to reply to the client. If you remember, we have created a Follow Up Ticket for this Event in order to record all the following interactions related to the original Event. But the same as those Events which can be handled in a simple way so not need to be assigned to a Follow Up Ticket, we will use the Action item List in the Event page to create responses to our clients. The only difference is, all the Events of replies or other interactions created from this Event will be related to it by "Event Origin" and be recorded in the Follow Up Ticket we created.
\n Now we will click on "Create Response" in the Action item List\n in the Event page to reply to client John Doh.\n
\n\n Now we reached the Reponse editing page. We will first edit the reply in the "Message" field, then check the other information in this page such as Title, Date, etd. When you are sure everything is correctly edited, click on "Create Response", then the response will be sent to the client and be created automatically as an outgoing Event with a state of "Sent"\n .\n
\n You should be very careful before click on "Create Response"\n , because after this action, your message to clients will be sent to them and cannot be modified any more.\n
\n\n Here we are back to the original Event Mail Message from client John Doh. As you can see on this page, it is stated "Response Created"\n , which means this Information Request has been replied.\n
\n You can still access to the Response Event you have sent to clients to see the details, just have to click on the "Related Events" tab\n .\n
\n\n Now we are lead to the Related Events tab\n of the original incoming Event from John Doh, which we "Declare as Received", "Deliver" and "Create Response".\n
\n As we just created one response to the original Event from John Doh, there is only one Event listed in the tab which is the Response mail we want to check. Click on this Event to open it\n .\n
\n\n Now we have accessed to the new Event created automatically\n when we "Create Response" from the original incoming Event. The Event state is now\n "sent”\n , this means that the email containing the answer has been sent to the client John\'s email address!\n
\nWe will need to find all the related Events after we have communicated with the client, so we will go back to the Follow Up Ticket of the original Event, which we created to recorded all the related Events to the original Event from our clients.
You remember the Ticket is a Support Request. In order to find it, click on the “Browse” tab\n of your ERP5 instance Home Page, and\n click on “Support Requests”\n in order to reach the Support Request module.\n\n
\n The red line is the line of the Support Request Ticket we created when we assigned the incoming Event.Click on this line\n in order to open this support Request Ticket.\n
\n\n We can see first that not much information has been edited, but you can do it now. Indeed, we have just created this ticket but not edited it yet. You can find some help in the tutorial “How to Create a Marketing Campaign”\n in order to understand which field is used for what (the Campaign and Support Request Tickets look exactly the same indeed).\n
\n The red area displays all the related Events stored in this ticket\n . As you can see there are three Events listed: the first one is the original Event which is the incoming Event we created to notice our team of John\'s question. This Event is on the Delivered state, because user “Yingjie” acknowledged it. The second and third ones are the answers that we created for John Doh. These Events are on the “Sent” state, because the email was sent to the client!\n
\n From now on, this Support Request can be used if in the future, client John Doh sends new emails about configuration problems\n . The only thing you will have to do in order to add Events to this Support Requests, is to open the “Action” item list and select “Create new Event”. Then the new Event will be created and associated automatically to the Ticket, as described in the\n “How to Prepare Outgoing Events”\n tutorial.\n
\n\n We now know how to create outgoing Events\n and associate them to a Ticket such as a campaign. In this tutorial, you will learn how to\n send an outgoing Event\n created for the campaign Ticket.\n
\nThe Red Zone of the screenshot shows you the Bread Crumb which gives you your location in your ERP5 instance: the planned Event waiting to be sent.
\n The Blue Zone displays the content of the Event. As we have edited this Event previously, it is now ready to be sent\n . We will then explain how to send this event from this event sheet.\n
\n\n In order to send the Event, first we should verify that everything is correctly set in the Event sheet and then confirm\n the\n Planned Event\n .\n
Red Zone displays the current state of the Event is “planned”. This means that this Event has been created in the Follow Up Ticket, and waiting to be sent to the person set in the Recipient field of this Event. The person set in the Sender field will be displayed as the Sender when the Recipient receives the Event.
\n When you are sure everything is fine, you can then confirm the planned Event. Open the Action item list\n as circled in the Blu Zone on the sreenshot. Then\n click on Confirm\n .\n
\n\n In this page you can add comments to this Event going to be confirmed, and then click on Confirm\n once again.\n
\n\n After you Confirm\n the Event, you will see in the Event sheet the status has changed from\n Planned\n to\n Confirmed\n .\n
\n Then we will Send\n the\n confirmed\n Event. The first step is to\n click on Send\n in the Action item list.\n
\nThis is the page that asks for confirmation that you really want to send the Event. When an Event is sent, it cannot be modified anymore, so be careful.
\n You can first add some comments\n if needed, which will be seen only by you team. When you are ready to send the Event,\n click on Send\n .\n
\n\n After the Event is sent, you will have to check the Event status\n to make sure the Event you created for the campaign Ticket has been sent to the recipient you set. There are\n three documents\n you need to check in order to make sure that your Event has been sent, and that the Recipient has successfully received the Event:\n the Event sheet, the Ticket sheet, and the Recipient\'s document\n .\n
\n Now we will first look at the Event sheet\n . After you click on Send in last step, you will be lead back on your Event sheet. As shown in the screenshot, first, you can see in the red circled area that the status of your Event has changed from "Confirmed" to "Sent", which means\n your Event has been "Sent"\n .\n
\n Then we will have to check the Ticket sheet\n .\n Click on the Plane Icon\n next to the Follow Up field of your Event. This action will lead you back to the related Ticket, in our example, which is still the same campaign "Beta Developer Program" as in the previous tutorial “How to Send Outgoing Events”.\n
\n\n From the previous step we see that the Event sheet\n shows the Event is sent. After we clicked on the plane icon, we have been lead to the sheet of the message Event\'s\n Follow Up Ticket\n - in our example the Beta Developer Program. So as you can see circled in red on the screenshot of the Campaign Ticket, in the\n Events list\n , the Event is now displayed in a sent state. Again, this means that\n your Event has been sent\n .\n
\n However, are you sure that your Event has been sent to the right person-the Recipient that you set in the Event? And do you want to know how does this message Event behaves on the person document of the Recipient? In order to have a clear look, we will need to access to the Person Document of the Recipient\n .\n Open the “Modules” item list, and click on “Person”\n . This will lead you to the person module of your ERP5 instance, displaying the list of\n the persons stored in your instance.\n
\n\n Now that you have been lead to the Persons database of your ERP5 instance which displays the list of the persons stored in your instance. Click on the line of the Recipient of the Event\n , in our example, we choose one of the recipients to whom the mail message were sent to: Rafaël Dubois.\n
\n\n Now we have been redirected to Rafaël Dubois\'s Person Document, to check how does the Event behaves in this document, we will click on the “Event” tab\n , as circled on top of the screenshot.\n
In ERP5 the Event tab of the person document displays all the Events that have been sent or received by a person. As you can see on the screenshot, the Event we have sent in this tutorial is displayed here. This method helps you follow the relations you have with your clients, suppliers and prospects. If you click on the Event, you will be redirected to the sheet of this Event.
\nHere we are back on the Event sheet of the Event that we have sent to Rafaël Dubois and other recipients in this tutorial.
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