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erp5_user_tutorial: improvements of tutorial text by FHSWF students

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bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.A.Payment.html
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<details open="open"> <details open="open">
<p>In this tutorial, you will learn how to create a payment using ERP5.</p><p> <p>In this tutorial, you will learn how to create a payment using ERP5.</p><p>
The appropriate way to <strong>create a payment</strong> The appropriate way to <strong>create a payment</strong>
is to first locate in the is to first locate the
<strong>invoice</strong> <strong>invoice</strong>
which you want to create the payment transaction from, and then which you want to create the payment transaction from, and then
<strong>create the related payment</strong> <strong>create the related payment</strong>
...@@ -75,7 +75,7 @@ ...@@ -75,7 +75,7 @@
You should understand that <strong>ERP5 will not let you create a payment if it is not related to a bank account</strong> You should understand that <strong>ERP5 will not let you create a payment if it is not related to a bank account</strong>
, which means that , which means that
<strong>the first step of this tutorial will be to learn how to create a bank account for your company</strong> <strong>the first step of this tutorial will be to learn how to create a bank account for your company</strong>
in order to be able to create treasury transactions such as payment, which are directly linked to your bank account. in order to be able to create treasury transactions such as payments, which are directly linked to your bank account.
</p> </p>
</details> </details>
<test> <test>
...@@ -147,9 +147,9 @@ ...@@ -147,9 +147,9 @@
From the previous tutorial <a href="user-Howto.Create.Bank.Account/view">"How to create Bank Accounts"</a> and the example "Invoice Sender and Payee-Bank Account" in the tutorial <a href="user-Howto.Create.Trade.Conditions/view">"How to create Trade Conditions"</a>, you have learned how to create a bank account for your company. From the previous tutorial <a href="user-Howto.Create.Bank.Account/view">"How to create Bank Accounts"</a> and the example "Invoice Sender and Payee-Bank Account" in the tutorial <a href="user-Howto.Create.Trade.Conditions/view">"How to create Trade Conditions"</a>, you have learned how to create a bank account for your company.
</p><p> </p><p>
In our example, please follow these tutorials and <strong>create a bank account "LCL Paris sud" for your company Hongzhao</strong> In our example, please follow these tutorials and <strong>create a bank account "LCL Paris sud" for your company Hongzhao</strong>
. Then please . Do not forget to replace "Hongzhao" with the company you created. Then please
<strong>click on the Financial Information tab of the organisation document</strong> <strong>click on the Financial Information tab of the organisation document</strong>
. 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. . This tab provides you with financial information about your company, such as Bank Accounts, Accounting Periods, etc. As you can see from 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.
</p><p>Now we can create transactions linked to this bank account.</p> </p><p>Now we can create transactions linked to this bank account.</p>
</details> </details>
<test> <test>
...@@ -201,7 +201,7 @@ ...@@ -201,7 +201,7 @@
<img alt="Reach the Invoice" title="Reach the Invoice" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.A.Payment.Related.Sale.Invoice?format=png"> <img alt="Reach the Invoice" title="Reach the Invoice" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.A.Payment.Related.Sale.Invoice?format=png">
<details open="open"> <details open="open">
<p>Now we have to create the Payment from the Sale Invoice.</p><p> <p>Now we have to create the Payment from the Sale Invoice.</p><p>
To reach the invoice we need, as you have learned in <a href="user-Howto.Manage.Invoices/view">"How to manage Invoices"</a>, 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. To reach the invoice we need, as you have learned in <a href="user-Howto.Manage.Invoices/view">"How to manage Invoices"</a>, to located the Sale Packing List "Red LED" and click on "Related Sale Invoice Transaction" in the "Jump..." menu. This will lead you to the related invoice, from which you will be able to create the related payment.
</p> </p>
</details> </details>
<test> <test>
...@@ -306,15 +306,15 @@ ...@@ -306,15 +306,15 @@
<img alt="Choose basic payment information" title="Choose basic payment information" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.A.Payment.Choose.Payment.Information?format=png"> <img alt="Choose basic payment information" title="Choose basic payment information" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.A.Payment.Choose.Payment.Information?format=png">
<details open="open"> <details open="open">
<p> <p>
Before creating the payment, ERP5 will ask you to <strong>fill up some basic payment information which are indispensable for the payment creation</strong> Before creating the payment, ERP5 will ask you to <strong>fill out some basic payment information which is indispensable for the payment creation</strong>
. 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. . As shown in the screenshot, choose the Account for Bank Line, Payment Mode and 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.
</p><p>After you finished, click on "Create Related Payment".</p> </p><p>After you have finished, click on "Create Related Payment".</p>
</details> </details>
</section><section class="screenshot"> </section><section class="screenshot">
<h1>Edit Payment document</h1> <h1>Edit Payment document</h1>
<img alt="Edit Payment document" title="Edit Payment document" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.A.Payment.Edit.Payment.Document?format=png"> <img alt="Edit Payment document" title="Edit Payment document" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.A.Payment.Edit.Payment.Document?format=png">
<details open="open"> <details open="open">
<p>Now the new payment is created and you are led to its related document, and it is time to edit it.</p><p>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.</p><p>Fill in the missing details, and when you are done, save your data by clicking on the save button, and jump to next page.</p> <p>Now the new payment is created and you are led to its related document, and it is time to edit it.</p><p>As you can see in the screenshot, there is not much information missing. The main information needed (circled in blue) has been updated automatically according to the related invoice where the payment is created from, and the basic payment information you filled out in the previous step. The only thing you need to edit is the Title. But you can still modify the details if you need.</p><p>Fill in the missing details, and when you are done, save your data by clicking on the save button, and jump to the next page.</p>
</details> </details>
</section><section class="screenshot"> </section><section class="screenshot">
<h1>Confirm Transaction</h1> <h1>Confirm Transaction</h1>
...@@ -327,9 +327,9 @@ ...@@ -327,9 +327,9 @@
Please browse the Action item list and choose <strong>Confirm Transaction</strong> Please browse the Action item list and choose <strong>Confirm Transaction</strong>
. .
</p><p>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.</p><p> </p><p>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.</p><p>
But <strong>confirming the payment doesn't make automatically the related accounting transaction operation</strong> But <strong>confirming the payment doesn't automatically create the related accounting transaction operation</strong>
. As you have learned from the previous tutorial . As you have learned from the previous tutorial
<a href="user-Howto.Manage.Invoices/view">"How to manage Invoices"</a>, the accounting transaction operation includes "Journalise Transaction", "Post Transaction To General Ledger" and "Definitively Close Accounting Transaction". For more information, please see next page. <a href="user-Howto.Manage.Invoices/view">"How to manage Invoices"</a>, the accounting transaction operation includes "Journalise Transaction", "Post Transaction To General Ledger" and "Definitively Close Accounting Transaction". For more information, please see the next page.
</p> </p>
</details> </details>
<test> <test>
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bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.Bank.Account.html
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</section><section class=""> </section><section class="">
<h1>Agenda</h1> <h1>Agenda</h1>
<ul> <ul>
<li>Reach the Financial Information of the Organisation</li> <li>Reach the financial information of the organisation</li>
<li>Add Bank Account</li> <li>Add a bank account</li>
<li>Validate the Bank Account</li> <li>Validate the bank account</li>
</ul> </ul>
<details open="open"> <details open="open">
<p>In this tutorial, we will use our organisation VIFIB as an example to show you how to create Bank Account in ERP5.</p><p> <p>In this tutorial, we will use our organisation VIFIB as an example to show you how to create a bank account in ERP5.</p><p>
The process of creating a Bank Account for an organisation has three steps: Firstly, <strong>reach Financial Information of the Organisation from the document of this Organisation</strong> The process of creating a bank account for an organisation has three steps: Firstly, <strong>reach financial information of the organisation from the document of this Organisation</strong>
for which you want to open add a Bank Account. Secondly, for which you want to open a Bank Account. Secondly,
<strong>Add Bank Account</strong> <strong>Add a bank account</strong>
for this Organisation by using the Action item list. Finally, for this organisation by using the "Action" item list. Finally,
<strong>Validate the Bank Account</strong> <strong>Validate the bank account</strong>
. .
</p> </p>
</details> </details>
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<h1>Reach the Financial Information from the Organisation document</h1> <h1>Reach the Financial Information from the Organisation document</h1>
<img type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Organisation.View?format=png" alt="Organisation document" title="Organisation document"> <img type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Organisation.View?format=png" alt="Organisation document" title="Organisation document">
<details open="open"> <details open="open">
<p>The Bank Accounts belong to the Financial Information of the Organisation. So first, let's reach the Financial Information of our Organisation VIFIB.</p><p> <p>The bank accounts belong to the financial information of the organisation. So first, let's reach the financial information of our organisation VIFIB.</p><p>
You can reach the Financial Information from the Organisation's document. Just need to <strong>click on the "Financial Information" tab</strong> You can reach the financial information from the organisation's document. You just need to <strong>click on the "Financial Information" tab</strong>
. .
</p><p></p> </p><p></p>
</details> </details>
...@@ -73,7 +73,7 @@ ...@@ -73,7 +73,7 @@
<h1>Financial Information Tab</h1> <h1>Financial Information Tab</h1>
<img title="Financial Information Tab" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Financial.Information.Tab?format=png" alt="Financial Information Tab"> <img title="Financial Information Tab" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Financial.Information.Tab?format=png" alt="Financial Information Tab">
<details open="open"> <details open="open">
<p>You are now directed to page of the Financial Information of our Organisation VIFIB, listing the Bank Accounts and Accounting Periods of VIFIB.</p> <p>You are now directed to page of the financial information of your Organisation, listing the bank accounts and the accounting periods of your organisation.</p>
</details> </details>
<test> <test>
<table style="display: none;" class="test"> <table style="display: none;" class="test">
...@@ -85,7 +85,7 @@ ...@@ -85,7 +85,7 @@
<img type="image/svg+xml" title="Action: Add Bank Account" alt="Action: Add Bank Account" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Add.Bank.Account?format=png"> <img type="image/svg+xml" title="Action: Add Bank Account" alt="Action: Add Bank Account" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Add.Bank.Account?format=png">
<details open="open"> <details open="open">
<p> <p>
To create a Bank Account for this Organisation, <strong>open Action item list and click on "Add Bank Account"</strong> To create a bank account for this organisation, <strong>open the "Action" item list and click on "Add Bank Account"</strong>
. .
</p> </p>
</details> </details>
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<h1>Edit Bank Account</h1> <h1>Edit Bank Account</h1>
<img title="Edit Bank Account" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Edit.Bank.Account?format=png" alt="Edit Bank Account"> <img title="Edit Bank Account" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Edit.Bank.Account?format=png" alt="Edit Bank Account">
<details open="open"> <details open="open">
<p>Now a new Bank Account document has been created, fill up the fields with the necessary information and save the changes.</p><p>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.</p> <p>Now a new bank account document has been created, fill out the fields with the necessary information and save the changes.</p><p>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.</p>
</details> </details>
<test> <test>
<table style="display: none;" class="test"> <table style="display: none;" class="test">
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<img title="Action: Validate" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Validate.Bank.Account?format=png" type="image/svg+xml" alt="Action: Validate"> <img title="Action: Validate" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Validate.Bank.Account?format=png" type="image/svg+xml" alt="Action: Validate">
<details open="open"> <details open="open">
<p> <p>
After editing the information of the Bank Account document, <strong>open the Action item list and click on "Validate"</strong> After editing the information of the bank account document, <strong>open the "Action" item list and click on "Validate"</strong>
. .
</p> </p>
</details> </details>
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<h1>Check the Bank Accounts List</h1> <h1>Check the Bank Accounts List</h1>
<img title="Check the Bank Accounts List" alt="Check the Bank Accounts List" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Bank.Accounts.List?format=png"> <img title="Check the Bank Accounts List" alt="Check the Bank Accounts List" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Bank.Accounts.List?format=png">
<details open="open"> <details open="open">
<p>To 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.</p><p>Follow the same steps, you can create as many bank accounts as you need.</p> <p>To check the creation of the new bank account, please go back to the financial information tab of the organisation document. You can now see the new bank account we just created has been shown in the list of bank accounts related to your Organisation.</p><p>Follow the same steps, you can create as many bank accounts as you need.</p>
</details> </details>
<test> <test>
<table style="display: none;" class="test"> <table style="display: none;" class="test">
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bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.Campaigns.html
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</section><section> </section><section>
<h1>Agenda</h1> <h1>Agenda</h1>
<ul> <ul>
<li>What is a campaign</li> <li>What is a campaign?</li>
<li>How to create a campaign</li> <li>How to create a campaign</li>
<li>How to edit a campaign</li> <li>How to edit a campaign</li>
<li>How to open a campaign</li> <li>How to open a campaign</li>
...@@ -58,7 +58,7 @@ ...@@ -58,7 +58,7 @@
<img title="Campaign example: Beta Developer Program" alt="Campaign example: Beta Developer Program" type="image/svg+xml" src="http://img.erp5.cn/user-Tickets.Campaign.Example.Vifib.Beta.Developer.Program?format=png"> <img title="Campaign example: Beta Developer Program" alt="Campaign example: Beta Developer Program" type="image/svg+xml" src="http://img.erp5.cn/user-Tickets.Campaign.Example.Vifib.Beta.Developer.Program?format=png">
<details open="open"> <details open="open">
<p> <p>
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 <strong>Related Events</strong> VIFIB director Mr Smets plans to launch a marketing campaign aims to increase the product awareness of SlapOS (the new operating system of VIFIB), in the way of hiring software developers. The main interaction of this campaign is to send mail messages to contacts (customers) of VIFIB, and these emails would be the <strong>Related Events</strong>
of this of this
<strong>Campaign Ticket</strong> <strong>Campaign Ticket</strong>
. So they would be listed in the detail page of this Ticket. . So they would be listed in the detail page of this Ticket.
...@@ -90,7 +90,7 @@ ...@@ -90,7 +90,7 @@
<details open="open"> <details open="open">
<p>From 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.</p><p> <p>From 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.</p><p>
In our VIFIB example, the operations manager XU Jingjing created the <strong>Campaign Ticket</strong> In our VIFIB example, the operations manager XU Jingjing created the <strong>Campaign Ticket</strong>
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 the "Beta Developer Program" (the right side screen shot) for the VIFIB marketing campaign. In the detail page of this ticket we can see that it gathers all the
<strong>Events</strong> <strong>Events</strong>
which " which "
<strong>Follow Up"</strong> <strong>Follow Up"</strong>
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<img src="http://img.erp5.cn/user-Howto.Create.A.Marketing.Campaign.Open.Campaign.Action.List?format=png" alt="Open a Campaign: Choose 'Open' in the Action List" type="image/svg+xml" title="Open a Campaign: Choose 'Open' in the Action List"> <img src="http://img.erp5.cn/user-Howto.Create.A.Marketing.Campaign.Open.Campaign.Action.List?format=png" alt="Open a Campaign: Choose 'Open' in the Action List" type="image/svg+xml" title="Open a Campaign: Choose 'Open' in the Action List">
<details open="open"> <details open="open">
<p> <p>
In order to open a campaign, open first the “Action” Item List, and Choose “Open”. <span style="color: rgb(255, 0, 0);">Note that this action can only be done by the Campaign Manager, or the creator of the Campaign ticket.</span> In order to open a campaign, first open the “Action” Item List, and Choose “Open”. <span style="color: rgb(255, 0, 0);">Note that this action can only be done by the Campaign Manager, or the creator of the Campaign ticket.</span>
</p> </p>
</details> </details>
<test> <test>
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bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.Outgoing.Events.html
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<details open="open"> <details open="open">
<p> <p>
From the previous tutorial <a href="user-Howto.Create.Campaigns/view">"How to create Campaigns"</a>, 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. From the previous tutorial <a href="user-Howto.Create.Campaigns/view">"How to create Campaigns"</a>, 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.
</p><p>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.</p> </p><p>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 to create detail events that will be sent later, as you will learn in the next tutorial.</p>
</details> </details>
</section><section> </section><section>
<h1>Agenda</h1> <h1>Agenda</h1>
...@@ -26,7 +26,7 @@ ...@@ -26,7 +26,7 @@
<h1>Example: Create the Event Mail message (SlapOS Recruits Beta Developers) from the Ticket (Beta Developer Program)</h1> <h1>Example: Create the Event Mail message (SlapOS Recruits Beta Developers) from the Ticket (Beta Developer Program)</h1>
<img src="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Example.Beta.Developer.Program.Ticket.Mail.Message.Event?format=png" alt="Example: Create the Event - Mail message from the Ticke - Beta Developer Program" title="Example: Create the Event - Mail message from the Ticke - Beta Developer Program"> <img src="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Example.Beta.Developer.Program.Ticket.Mail.Message.Event?format=png" alt="Example: Create the Event - Mail message from the Ticke - Beta Developer Program" title="Example: Create the Event - Mail message from the Ticke - Beta Developer Program">
<details open="open"> <details open="open">
<p>In 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.</p><p>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.</p><p>In this tutorial, we will describe in detail how to create the mail message Event from the marketing campaign Ticket</p><p> <p>In last tutorial, we have created a Ticket - the marketing campaign Beta Developer Program (the right side screenshot), which aims at increasing the awareness of SlapOS (The new open source Cloud developed by VIFIB) by announcing the campaign and hiring software developers.</p><p>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 introduction 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.</p><p>In this tutorial, we will describe in detail how to create the mail message Event from the marketing campaign Ticket</p><p>
<strong>Description:</strong> <strong>Description:</strong>
the the
<strong>Event Title</strong> <strong>Event Title</strong>
...@@ -38,7 +38,7 @@ ...@@ -38,7 +38,7 @@
<strong>Sender</strong> <strong>Sender</strong>
is Cédric de Saint Martin (SlapOS Community Manager from VIFIB), the is Cédric de Saint Martin (SlapOS Community Manager from VIFIB), the
<strong>Recipients</strong> <strong>Recipients</strong>
are 14 contacts including software developers, company managers, college professors, etc., the are 4 contacts including software developers, company managers, college professors, etc., the
<strong>Event Content</strong> <strong>Event Content</strong>
is about announcing the developer hiring campaign and describing the progression of SlapOS Project. is about announcing the developer hiring campaign and describing the progression of SlapOS Project.
</p> </p>
...@@ -209,7 +209,7 @@ ...@@ -209,7 +209,7 @@
<p>Now that the Event has been created, you can see on the screenshot that some fields of this event have already been filled.</p><p> <p>Now that the Event has been created, you can see on the screenshot that some fields of this event have already been filled.</p><p>
For example, we will now explain the <strong>“Follow Up”</strong> For example, we will now explain the <strong>“Follow Up”</strong>
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). 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).
</p><p>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.</p> </p><p>In our example, as we have created the Event (the Mail message "SlapOS Recruits Beta Developers") from a Campaign Ticket (the Beta Developer Program), 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.</p>
</details> </details>
<test> <test>
<table class="test" style="display: none;"> <table class="test" style="display: none;">
...@@ -237,12 +237,12 @@ ...@@ -237,12 +237,12 @@
<img src="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Edit.Event.Document.Description.Senders.And.Recipients?format=png" title="Edit the Event document" alt="Edit the Event document"> <img src="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Edit.Event.Document.Description.Senders.And.Recipients?format=png" title="Edit the Event document" alt="Edit the Event document">
<details open="open"> <details open="open">
<p> <p>
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 <strong>"Description"</strong> Because in the previous step "Set Event title, type, direction and edit the message", we have written the content of the email already, you now only have to fill out the <strong>"Description"</strong>
field (if you need to note something to your team member to see), and you will have to fill up the field (if you need to note something to your team member to see), and you will have to fill out the
<strong>Sender/Caller</strong> <strong>Sender/Caller</strong>
which means the person that will be in charge of sending the Event, and the which means the person that will be in charge of sending the Event, and the
<strong>Recipients</strong> <strong>Recipients</strong>
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, 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. Once you have entered the recipients, make sure that the person documents of your recipients have an e-mail address, if necessary add an e-mail address to the person document. When you are done editing the Event document,
<strong>Save</strong> <strong>Save</strong>
your work by clicking the “Save" button. your work by clicking the “Save" button.
</p> </p>
...@@ -276,7 +276,7 @@ ...@@ -276,7 +276,7 @@
<details open="open"> <details open="open">
<p> <p>
If you want to see what your email looks like, you can <strong>click on the “Preview” tab</strong> If you want to see what your email looks like, you can <strong>click on the “Preview” tab</strong>
, as circled in red on the picture. , as circled in red in the picture.
</p> </p>
</details> </details>
<test> <test>
...@@ -323,7 +323,7 @@ ...@@ -323,7 +323,7 @@
<h1>Go back to the Ticket from Event</h1> <h1>Go back to the Ticket from Event</h1>
<img src="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Go.Back.To.Ticket.From.Event?format=png" title="Go back to the Campaign Ticket" alt="Go back to the Campaign Ticket"> <img src="http://img.erp5.cn/user-Howto.Prepare.Outgoing.Events.Go.Back.To.Ticket.From.Event?format=png" title="Go back to the Campaign Ticket" alt="Go back to the Campaign Ticket">
<details open="open"> <details open="open">
<p>We will now go back to the campaign in order to check that this event has been added to the Campaign Ticket.</p><p> <p>We will now go back to the campaign in order to check whether this event has been added to the Campaign Ticket.</p><p>
In order to reach the associated Campaign Ticket, you can <strong>go back to the view tab</strong> In order to reach the associated Campaign Ticket, you can <strong>go back to the view tab</strong>
of your event by clicking on the “View” tab, circled in red on the picture. Then of your event by clicking on the “View” tab, circled in red on the picture. Then
<strong>click on the plane icon</strong> <strong>click on the plane icon</strong>
...@@ -374,7 +374,7 @@ ...@@ -374,7 +374,7 @@
<details open="open"> <details open="open">
<p> <p>
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 <strong>displayed as a Planned message</strong> 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 <strong>displayed as a Planned message</strong>
, which means it is successfully created and waiting to be confirmed. , which means has been created successfully and is waiting to be confirmed.
</p><p>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”.</p> </p><p>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”.</p>
</details> </details>
<test> <test>
......
bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.Sale.Orders.005.en.html
View file @ 7d18d8b6
...@@ -50,7 +50,7 @@ ...@@ -50,7 +50,7 @@
<li>How to generate a Sale Packing List</li> <li>How to generate a Sale Packing List</li>
</ul> </ul>
<details open="open"> <details open="open">
<p>This 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.</p><p>This is a several steps procedure :</p><p>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.</p><p>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 sale order, but the procedure goes the same for a service: confirming the sale order will generate a sale packing list, then a corresponding invoice.</p><p>Products/Services : sales order =&gt; sales packing list ==&gt; invoice ==&gt; payment</p> <p>This 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.</p><p>This is a several step procedure :</p><p>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.</p><p>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 sale order, but the procedure goes the same for a service: confirming the sale order will generate a sale packing list, then a corresponding invoice.</p><p>Products/Services : sales order =&gt; sales packing list ==&gt; invoice ==&gt; payment</p>
</details> </details>
<test> <test>
<table style="display: none;" class="test"> <table style="display: none;" class="test">
...@@ -62,7 +62,7 @@ ...@@ -62,7 +62,7 @@
<img src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Example?format=png" title="Scenario" alt="Scenario"> <img src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Example?format=png" title="Scenario" alt="Scenario">
<details open="open"> <details open="open">
<p>We 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 :</p><p> <p>We 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 :</p><p>
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 <strong>100 000 Red Led</strong> Your company (Hongzhao) is an electronic component supplier, and has many clients worldwide. One of these clients is Z Company, which is an electricity supplier. Z Company has just ordered <strong>100 000 Red Leds</strong>
from your company under the following terms : from your company under the following terms :
</p><p> </p><p>
<strong>Title</strong> <strong>Title</strong>
...@@ -267,7 +267,7 @@ ...@@ -267,7 +267,7 @@
After you saved your work in the View tab, <strong>open the Action list and choose "Apply Sale Trade Condition"</strong> After you saved your work in the View tab, <strong>open the Action list and choose "Apply Sale Trade Condition"</strong>
. .
</p><p> </p><p>
The chosen General Sale Trade Condition created by the ERP5 system has some basic information as the sale trade conditions you learned to created by yourself. When you apply it, some information in the View tab and other tabs will be updated according to it automatically (see the previous tutorial <a href="user-Howto.Create.Trade.Conditions/view">"How to create Trade Conditions"</a>). The chosen General Sale Trade Condition created by the ERP5 system has some basic information as the sale trade conditions you learned to create by yourself. When you apply it, some information in the View tab and other tabs will be updated according to it automatically (see the previous tutorial <a href="user-Howto.Create.Trade.Conditions/view">"How to create Trade Conditions"</a>).
</p> </p>
</details> </details>
</section><!--<section class="screenshot"> </section><!--<section class="screenshot">
...@@ -342,7 +342,7 @@ ...@@ -342,7 +342,7 @@
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 <strong>displays it automatically</strong> 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 <strong>displays it automatically</strong>
. Then, the only information you have to . Then, the only information you have to
<strong>edit is about the invoice</strong> <strong>edit is about the invoice</strong>
: who sends it, who should receive it and who pays it? Please see next page. : who sends it, who should receive it and who pays it? Please see the next page.
</p> </p>
</details> </details>
<test> <test>
...@@ -427,7 +427,7 @@ ...@@ -427,7 +427,7 @@
After you have <strong>named your Sale Order Line properly</strong> After you have <strong>named your Sale Order Line properly</strong>
, you can , you can
<strong>link a product</strong> <strong>link a product</strong>
to it. To do so, just click on the wheel next to “Product or Service”, and set relation as described in the previous tutorial to it. To do so, just click on the wheel next to “Product or Service”, and set a relation as described in the previous tutorial
<a href="user-Howto.Link.Persons.and.Organisations/view">"Linking Persons and Organisations"</a>. <a href="user-Howto.Link.Persons.and.Organisations/view">"Linking Persons and Organisations"</a>.
</p><p> </p><p>
After you have saved the change in the Product and Service field, you will find out that <strong>the Price of your product and the Base contribution are updated automatically</strong> After you have saved the change in the Product and Service field, you will find out that <strong>the Price of your product and the Base contribution are updated automatically</strong>
...@@ -509,7 +509,7 @@ ...@@ -509,7 +509,7 @@
<h1>Save and go back to Sale Order</h1> <h1>Save and go back to Sale Order</h1>
<img src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Save.Sale.Order.Line.And.Go.Back.To.Sale.Order?format=png" title="Save and Return" alt="Save and Return"> <img src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Save.Sale.Order.Line.And.Go.Back.To.Sale.Order?format=png" title="Save and Return" alt="Save and Return">
<details open="open"> <details open="open">
<p>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.</p><p>Do not forget to save your work by clicking on the disk on the right of the screen.</p><p> <p>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.</p><p>Do not forget to save your work by clicking on the disk on the right side of the screen.</p><p>
When saving is complete, take a look at the bread crumb:<br> When saving is complete, take a look at the bread crumb:<br>
If you remember correctly, the bread crumb displays a location, and has a folder path. For example, the one here displays: If you remember correctly, the bread crumb displays a location, and has a folder path. For example, the one here displays:
<br> <br>
...@@ -562,13 +562,13 @@ ...@@ -562,13 +562,13 @@
<img src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Confirm?format=png" title="Confirming the Sale Order" alt="Confirming the Sale Order"> <img src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Confirm?format=png" title="Confirming the Sale Order" alt="Confirming the Sale Order">
<details open="open"> <details open="open">
<p> <p>
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 <strong>click on “Confirm”</strong> After reviewing 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 <strong>click on “Confirm”</strong>
. A new page will appear in which you can add comments and validate that you want to . A new page will appear in which you can add comments and validate that you want to
<strong>“Confirm" the Sale Order</strong> <strong>“Confirm" the Sale Order</strong>
. .
</p><p> </p><p>
This step is really important, because when you <strong>"Confirm" a Sale Order</strong> This step is really important, because when you <strong>"Confirm" a Sale Order</strong>
, 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 , you tell ERP5 that you have agreed with the buyer and confirm the Sale Order, so you can start preparing the products for 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
<strong>confirming the Sale Order</strong> <strong>confirming the Sale Order</strong>
. .
</p> </p>
...@@ -671,7 +671,7 @@ ...@@ -671,7 +671,7 @@
<h1>Generated Sale Packing List</h1> <h1>Generated Sale Packing List</h1>
<img alt="Generated Sale Packing List" title="Generated Sale Packing List" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Generated.Sale.Packing.List?format=png"> <img alt="Generated Sale Packing List" title="Generated Sale Packing List" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Create.Sale.Orders.Generated.Sale.Packing.List?format=png">
<details open="open"> <details open="open">
<p>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.</p><p>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.</p> <p>Using "Jump..." menu, you can quickly access 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.</p><p>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.</p>
</details> </details>
</section> </section>
\ No newline at end of file
bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Generate.Report.html
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...@@ -19,7 +19,7 @@ ...@@ -19,7 +19,7 @@
<details open="open"> <details open="open">
<p> <p>
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, <strong>simply click on the line of the report you want to create</strong> 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, <strong>simply click on the line of the report you want to create</strong>
. In our example, we will create Account Statement. . In our example, we will create an Account Statement.
</p> </p>
</details> </details>
</section><section class="screenshot"> </section><section class="screenshot">
...@@ -43,7 +43,7 @@ ...@@ -43,7 +43,7 @@
</p><p> </p><p>
Thirdly, in the yellow area, you have to <strong>choose an Account, this is compulsory</strong> Thirdly, in the yellow area, you have to <strong>choose an Account, this is compulsory</strong>
, and then you can choose one of your , and then you can choose one of your
<strong>Bank Account</strong> <strong>Bank Accounts</strong>
if you have several ones. if you have several ones.
</p><p> </p><p>
Then, in the green area, you can choose to display the <strong>Detailed Beginning Balance</strong> Then, in the green area, you can choose to display the <strong>Detailed Beginning Balance</strong>
...@@ -69,7 +69,7 @@ ...@@ -69,7 +69,7 @@
<h1>Another example: Profit and Loss</h1> <h1>Another example: Profit and Loss</h1>
<img src="http://img.erp5.cn/user-Howto.Generate.Report.Edit.Profit.And.Loss?format=png" type="image/png" title="Another example: Profit and Loss" alt="Another example: Profit and Loss"> <img src="http://img.erp5.cn/user-Howto.Generate.Report.Edit.Profit.And.Loss?format=png" type="image/png" title="Another example: Profit and Loss" alt="Another example: Profit and Loss">
<details open="open"> <details open="open">
<p>As 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.</p> <p>As you can see in the picture, this is an other example of a report: Profit and Loss. The details requested by ERP5 are different from the Account Statement, as the report itself is different.</p>
</details> </details>
</section><section class="screenshot"> </section><section class="screenshot">
<h1>Profit and Loss</h1> <h1>Profit and Loss</h1>
......
bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Manage.Invoices.html
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...@@ -90,7 +90,7 @@ ...@@ -90,7 +90,7 @@
<details open="open"> <details open="open">
<p> <p>
If you want to edit the sale invoice, you will have to <strong>locate it first</strong> If you want to edit the sale invoice, you will have to <strong>locate it first</strong>
. This is a two step procedure : . This is a two step procedure:
</p><p> </p><p>
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 <a href="user-Howto.Create.Persons/view">"How to create Persons"</a> or <a href="user-Howto.Create.Organisations/view">"How to create Organisations"</a> tutorials for more information. 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 <a href="user-Howto.Create.Persons/view">"How to create Persons"</a> or <a href="user-Howto.Create.Organisations/view">"How to create Organisations"</a> tutorials for more information.
</p> </p>
...@@ -180,9 +180,9 @@ ...@@ -180,9 +180,9 @@
<h1>Check Sale Invoice Tabs</h1> <h1>Check Sale Invoice Tabs</h1>
<img alt="Check Sale Invoice Tabs" title="Check Sale Invoice Tabs" src="http://img.erp5.cn/user-Howto.Manage.Invoices.Invoice.View.Tabs?format=png" type="image/png"> <img alt="Check Sale Invoice Tabs" title="Check Sale Invoice Tabs" src="http://img.erp5.cn/user-Howto.Manage.Invoices.Invoice.View.Tabs?format=png" type="image/png">
<details open="open"> <details open="open">
<p>Read 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.</p><p> <p>Reading the message that appears in red on top of the invoice document, you will notice that you 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.</p><p>
In theory, there should not be anything here to fill out. The first step before trying to start the accounting transaction, is to <strong>check that the information provided by the sale invoice is correct</strong> In theory, there should not be anything here to fill out. The first step before trying to start the accounting transaction, is to <strong>check that the information provided by the sale invoice is correct</strong>
. 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. . As most fields have been updated with 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.
</p><p> </p><p>
When complete, <strong>click on the "Accounting View" tab</strong> When complete, <strong>click on the "Accounting View" tab</strong>
, and jump to the next page to , and jump to the next page to
...@@ -213,7 +213,7 @@ ...@@ -213,7 +213,7 @@
. .
</p><p>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.</p><p> </p><p>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.</p><p>
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 <strong>"Journalise Transaction"</strong> 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 <strong>"Journalise Transaction"</strong>
, then you will see on the next page, this will , then you will see on the next page, that this will
<strong>create the first accounting lines</strong> <strong>create the first accounting lines</strong>
. .
</p> </p>
...@@ -251,13 +251,13 @@ ...@@ -251,13 +251,13 @@
<h1>Check the Accounting Transaction Lines</h1> <h1>Check the Accounting Transaction Lines</h1>
<img alt="Accounting Lines to Check" title="Accounting Lines to Check" src="http://img.erp5.cn/user-Howto.Manage.Invoices.Check.Accounting.Lines?format=png" type="image/png"> <img alt="Accounting Lines to Check" title="Accounting Lines to Check" src="http://img.erp5.cn/user-Howto.Manage.Invoices.Check.Accounting.Lines?format=png" type="image/png">
<details open="open"> <details open="open">
<p>Before trying to go further in the accounting process, we will analyse what changes occurred on the invoice document after we journalised transaction.</p><p>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.</p> <p>Before trying to go further in the accounting process, we will analyse what changes occurred to the invoice document after we journalised the transaction.</p><p>First, as you can see in red in the screenshot, the state has changed from "Confirmed" to "Journalised". This means that ERP5 has created some accounting lines for your transaction.</p>
<p><strong>Note: </strong>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.</p> <p><strong>Note: </strong>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.</p>
<p>This 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.</p><p>Note that a transaction can be modified as long as it is at "Journalised" state.</p><p> <p>This 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.</p><p>Note that a transaction can be modified as long as it is at "Journalised" state.</p><p>
<strong>However, even though the accounting transaction lines have been created, but they have not been validated yet</strong>. <strong>However, even though the accounting transaction lines have been created, they have not been validated yet</strong>.
To validate the transaction, you have to acting "Post to General Ledger". Please see next page. To validate the transaction, you have to "Post to General Ledger". Please see the next page.
</p> </p>
</details> </details>
<test> <test>
...@@ -271,7 +271,13 @@ ...@@ -271,7 +271,13 @@
<details open="open"> <details open="open">
<p>Once you have checked all the accounting transaction lines, you can validate them.</p><p> <p>Once you have checked all the accounting transaction lines, you can validate them.</p><p>
To do so, please browse the “Action” menu and choose <strong>"Post Transaction to General Ledger"</strong> To do so, please browse the “Action” menu and choose <strong>"Post Transaction to General Ledger"</strong>
and jump to next page. .</p><p>
It may occur at this point that you receive an error message, stating "Date is not in a started Accounding Period for source Section". If you do not receive this error message please jump to the next section "Validated Transaction".
If the error does occur, please return to the homepage after saving all the progress you have made so far. Open the organization you wish to post a transaction for, which in our case is the company Hongzhao.
Navigate to the <strong>Financial Information</strong> tab. As you can see there is an accounting period in the state "Started" titled "2015". Click on this line to navigate to the corresponding view tab.
Using the action list, select "cancel accounting period" and validate this action. Once the accounting period is cancelled, create a new accounting period by selecting the corresponding command in the action item list on the <strong>Financial Information</strong> tab of your organization.
Next, give the accounting period an appropriate name and select a starting and end date, so that the accounting operation date of the transaction you wish to post lies between them. Finally, select the command "Start Accounting Period" in the action item list.
You will now be able to post the transaction to the general ledger and complete the rest of the session.
</p> </p>
</details> </details>
<test> <test>
...@@ -304,9 +310,9 @@ ...@@ -304,9 +310,9 @@
. 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. . 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.
</p><p> </p><p>
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 <strong>"Restart Transaction (journalise)"</strong> 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 <strong>"Restart Transaction (journalise)"</strong>
, which helps you invalidate the transaction and go back to the “Journalised” state. , which helps you invalidate the transaction and return it to the “Journalised” state.
</p><p> </p><p>
Now the <strong>“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</strong> Now the <strong>“Post Transaction to General Ledger” action insures that the transaction has been accepted, and the management has been transferred from the sales department to the accounting department</strong>
. .
</p><p>Once this is done, the next step will be to close the transaction, as shown on the next page.</p> </p><p>Once this is done, the next step will be to close the transaction, as shown on the next page.</p>
</details> </details>
...@@ -396,7 +402,7 @@ ...@@ -396,7 +402,7 @@
to create a physical copy of the document. You can either to create a physical copy of the document. You can either
<strong>print directly with your printer</strong> <strong>print directly with your printer</strong>
, or , or
<strong>save a copy of the invoice into PDF or other formats</strong> <strong>save a copy of the invoice as a PDF or as an other format</strong>
to keep it on your computer, so you can print it or send it by email later. to keep it on your computer, so you can print it or send it by email later.
</p> </p>
</details> </details>
......
bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Manage.Packing.Lists.html
View file @ 7d18d8b6
...@@ -6,10 +6,10 @@ ...@@ -6,10 +6,10 @@
</footer> </footer>
<details open="open"> <details open="open">
<p> <p>
When you validate a Sale Order, as seen in the previous tutorial <a href="user-Howto.Create.Sale.Orders/view">"How to create Sale Orders"</a>, ERP5 creates automatically the related <strong>“Sale Packing List”</strong> When you validate a Sale Order, as seen in the previous tutorial <a href="user-Howto.Create.Sale.Orders/view">"How to create Sale Orders"</a>, ERP5 automatically creates the related <strong>“Sale Packing List”</strong>
. Thanks to it, you will be able to track the shipment of the goods related to the order. . Thanks to it, you will be able to track the shipment of the goods related to the order.
</p><p>The goal of this tutorial is to explain how to manage Sale Packing Lists, in order to have the goods shipped and delivered.</p><p> </p><p>The goal of this tutorial is to explain how to manage Sale Packing Lists, in order to have the goods shipped and delivered.</p><p>
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 <strong>“Delivered”</strong> This is a two step procedure: first, the order needs to be shipped and, when it reaches the clients warehouse, the status must be turned into <strong>“Delivered”</strong>
. .
</p> </p>
</details> </details>
...@@ -88,7 +88,7 @@ ...@@ -88,7 +88,7 @@
<h1>Managing a Packing List</h1> <h1>Managing a Packing List</h1>
<img type="image/png" src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Model?format=png" title="Delivery Flow" alt="Delivery Flow"> <img type="image/png" src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Model?format=png" title="Delivery Flow" alt="Delivery Flow">
<details open="open"> <details open="open">
<p>As you can see on the drawing, the different steps of managing a Packing List can be linked with real people in the company.</p><p>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”.</p><p>In this way, it is possible to track the whole shipment process, thanks to ERP5.</p> <p>As you can see in the drawing, the different steps of managing a Packing List can be linked with real people in the company.</p><p>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”.</p><p>In this way, it is possible to track the whole shipment process, thanks to ERP5.</p>
</details> </details>
<test> <test>
<table style="display: none;" class="test"> <table style="display: none;" class="test">
...@@ -106,7 +106,7 @@ ...@@ -106,7 +106,7 @@
where it is not filled automatically. where it is not filled automatically.
</p><p> </p><p>
Note: <strong>Most data in the View tab and the other tabs (Details, Payment, Profile) should have been updated automatically from the Sale Order</strong> Note: <strong>Most data in the View tab and the other tabs (Details, Payment, Profile) should have been updated automatically from the Sale Order</strong>
, 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. , 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 properly fill out the Sale Orders before generating Packing Lists.
</p> </p>
</details> </details>
<test> <test>
...@@ -202,8 +202,8 @@ ...@@ -202,8 +202,8 @@
<h1>Ship</h1> <h1>Ship</h1>
<img type="image/png" src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Ship?format=png" title="Selecting Ship on Action Menu" alt="Selecting Ship on Action Menu"> <img type="image/png" src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Ship?format=png" title="Selecting Ship on Action Menu" alt="Selecting Ship on Action Menu">
<details open="open"> <details open="open">
<p>After 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.</p><p> <p>After the sales manager confirms the Sale Order, the employees in the 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.</p><p>
To do so, browse the “Action” menu on top of the screen, and click on <strong>“Ship Packing List”</strong> To do so, browse the “Action” menu at the top of the screen, and click on <strong>“Ship Packing List”</strong>
. .
</p><p> </p><p>
This will change the status of the Sale Packing List from "Confirmed" to <strong>"Shipped"</strong> This will change the status of the Sale Packing List from "Confirmed" to <strong>"Shipped"</strong>
...@@ -261,7 +261,7 @@ ...@@ -261,7 +261,7 @@
. .
</p><p> </p><p>
This will change the status of the Sale Packing List from <strong>"Shipped" to “Delivered”</strong> This will change the status of the Sale Packing List from <strong>"Shipped" to “Delivered”</strong>
, and this also will , and this will also
<strong>generate the related invoice</strong> <strong>generate the related invoice</strong>
, as you can see on the following two pages. , as you can see on the following two pages.
</p> </p>
...@@ -300,7 +300,7 @@ ...@@ -300,7 +300,7 @@
<img alt="Jump to &quot;Related Sale Transaction Invoice&quot;" title="Jump to &quot;Related Sale Transaction Invoice&quot;" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Jump.To.Related.Invoice?format=png"> <img alt="Jump to &quot;Related Sale Transaction Invoice&quot;" title="Jump to &quot;Related Sale Transaction Invoice&quot;" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Jump.To.Related.Invoice?format=png">
<details open="open"> <details open="open">
<p> <p>
After the Packing List is in "Delivered" state, you can access to related invoice by <strong>clicking the "Related Sale Invoice Transaction" in the "Jump..." menu</strong> After the Packing List is in the "Delivered" state, you can access the related invoice by <strong>clicking the "Related Sale Invoice Transaction" in the "Jump..." menu</strong>
. .
</p> </p>
</details> </details>
...@@ -308,7 +308,7 @@ ...@@ -308,7 +308,7 @@
<h1>Generated Sale Invoice Transaction</h1> <h1>Generated Sale Invoice Transaction</h1>
<img alt="Generated Sale Transaction Invoice" title="Generated Sale Transaction Invoice" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Related.Invoice?format=png"> <img alt="Generated Sale Transaction Invoice" title="Generated Sale Transaction Invoice" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Manage.Sale.Packing.Lists.Related.Invoice?format=png">
<details open="open"> <details open="open">
<p>Now you can have a look at the Sale Invoice Transaction 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.</p><p>In next tutorial, you will learn how to manage invoices.</p> <p>Now you can have a look at the Sale Invoice Transaction 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.</p><p>In the next tutorial, you will learn how to manage invoices.</p>
</details> </details>
</section><section class="illustration"> </section><section class="illustration">
<h1>Diverged Packing List</h1> <h1>Diverged Packing List</h1>
...@@ -316,7 +316,7 @@ ...@@ -316,7 +316,7 @@
<details open="open"> <details open="open">
<p> <p>
Sale Packing Lists can <strong>generate an invoice</strong> Sale Packing Lists can <strong>generate an invoice</strong>
for the related transaction by a simply action: for the related transaction with a simple action:
<strong>Ship Packing List</strong> <strong>Ship Packing List</strong>
, 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. , 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.
<br> <br>
...@@ -331,7 +331,7 @@ ...@@ -331,7 +331,7 @@
<strong>"Ship" and "Deliver" the second Packing List</strong> <strong>"Ship" and "Deliver" the second Packing List</strong>
. In this way, the diverged Packing List can be solved. . In this way, the diverged Packing List can be solved.
</p><p> </p><p>
Note that <strong>once you Ship Packing List, the action generates invoice for the related Packing List automatically, with the updated quantity shipped</strong> Note that <strong>once you Ship the Packing List, the action generates an invoice for the related Packing List automatically, with the updated quantity shipped</strong>
. So finally, you will have two sale invoices, corresponding to each diverged Sale Packing List. . So finally, you will have two sale invoices, corresponding to each diverged Sale Packing List.
</p> </p>
</details> </details>
......
bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Post.Outgoing.Events.html
View file @ 7d18d8b6
...@@ -92,11 +92,11 @@ ...@@ -92,11 +92,11 @@
<img alt="Send the Event (1): Confirm the planned Event" title="Send the Event (1): Confirm the planned Event" src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Confirm.Event.Action.List.Confirm?format=png"> <img alt="Send the Event (1): Confirm the planned Event" title="Send the Event (1): Confirm the planned Event" src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Confirm.Event.Action.List.Confirm?format=png">
<details open="open"> <details open="open">
<p> <p>
In order to send the Event, first we should verify that everything is correctly set in the Event sheet and then <strong>confirm</strong> In order to send the Event, first we should verify that everything is correct in the Event sheet and then <strong>confirm</strong>
the the
<strong>Planned Event</strong> <strong>Planned Event</strong>
. .
</p><p>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.</p><p> </p><p>The 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.</p><p>
When you are sure everything is fine, you can then confirm the planned Event. <strong>Open the Action item list</strong> When you are sure everything is fine, you can then confirm the planned Event. <strong>Open the Action item list</strong>
as circled in the Blu Zone on the sreenshot. Then as circled in the Blu Zone on the sreenshot. Then
<strong>click on Confirm</strong> <strong>click on Confirm</strong>
...@@ -181,7 +181,7 @@ ...@@ -181,7 +181,7 @@
<details open="open"> <details open="open">
<p>This 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.</p><p> <p>This 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.</p><p>
You can first <strong>add some comments</strong> You can first <strong>add some comments</strong>
if needed, which will be seen only by you team. When you are ready to send the Event, if needed, which will be seen only by your team. When you are ready to send the Event,
<strong>click on Send</strong> <strong>click on Send</strong>
. .
</p> </p>
...@@ -203,14 +203,14 @@ ...@@ -203,14 +203,14 @@
<details open="open"> <details open="open">
<p> <p>
After the Event is sent, you will have to check the <strong>Event status</strong> After the Event is sent, you will have to check the <strong>Event status</strong>
to make sure the Event you created for the campaign Ticket has been sent to the recipient you set. There are to make sure the Event is sent to the intended recipient. There are
<strong>three documents</strong> <strong>three documents</strong>
you need to check in order to make sure that your Event has been sent, and that the Recipient has successfully received the Event: you need to check in order to make sure that your Event has been sent, and that the Recipient has successfully received the Event:
<strong>the Event sheet, the Ticket sheet, and the Recipient's document</strong> <strong>the Event sheet, the Ticket sheet, and the Recipient's document</strong>
. .
</p><p> </p><p>
Now we will first look at the <strong>Event sheet</strong> Now we will first look at the <strong>Event sheet</strong>
. 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 . After you click on Send in the 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
<strong>your Event has been "Sent"</strong> <strong>your Event has been "Sent"</strong>
. .
</p><p> </p><p>
...@@ -242,7 +242,7 @@ ...@@ -242,7 +242,7 @@
<details open="open"> <details open="open">
<p> <p>
From the previous step we see that the <strong>Event sheet</strong> From the previous step we see that the <strong>Event sheet</strong>
shows the Event is sent. After we clicked on the plane icon, we have been lead to the sheet of the message Event's shows the Event is sent. After we clicked on the plane icon, we are lead to the sheet of the message Event's
<strong>Follow Up Ticket</strong> <strong>Follow Up Ticket</strong>
- in our example the Beta Developer Program. So as you can see circled in red on the screenshot of the Campaign Ticket, in the - in our example the Beta Developer Program. So as you can see circled in red on the screenshot of the Campaign Ticket, in the
<strong>Events list</strong> <strong>Events list</strong>
...@@ -250,7 +250,7 @@ ...@@ -250,7 +250,7 @@
<strong>your Event has been sent</strong> <strong>your Event has been sent</strong>
. .
</p><p> </p><p>
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 <strong>Person Document of the Recipient</strong> 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 this message Event is displayed on the person document of the Recipient? In order to have a clear look, we will need to access to the <strong>Person Document of the Recipient</strong>
. .
<strong>Open the “Modules” item list, and click on “Person”</strong> <strong>Open the “Modules” item list, and click on “Person”</strong>
. This will lead you to the person module of your ERP5 instance, displaying the list of . This will lead you to the person module of your ERP5 instance, displaying the list of
...@@ -293,8 +293,8 @@ ...@@ -293,8 +293,8 @@
<img alt="Check the Event status (3): Reach ERP5 Persons database" title="Check the Event status (3): Reach ERP5 Persons database" src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.3.Persons.Database?format=png"> <img alt="Check the Event status (3): Reach ERP5 Persons database" title="Check the Event status (3): Reach ERP5 Persons database" src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.3.Persons.Database?format=png">
<details open="open"> <details open="open">
<p> <p>
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. <strong>Click on the line of the Recipient of the Event</strong> 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, <strong>Click on the line of the Recipient of the Event</strong>
, in our example, we choose one of the recipients to whom the mail message were sent to: Rafaël Dubois. . In our example, we choose one of the recipients to whom the mail message was sent.
</p> </p>
</details> </details>
<test> <test>
...@@ -313,9 +313,9 @@ ...@@ -313,9 +313,9 @@
<img alt="Check the Event status (4): In the Recipient's document" title="Check the Event status (4): In the Recipient's document" src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.4.Recipient.Document?format=png"> <img alt="Check the Event status (4): In the Recipient's document" title="Check the Event status (4): In the Recipient's document" src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.4.Recipient.Document?format=png">
<details open="open"> <details open="open">
<p> <p>
Now we have been redirected to Rafaël Dubois's Person Document, to check how does the Event behaves in this document, we will <strong>click on the “Event” tab</strong> Now we have been redirected to Rafaël Dubois's Person Document (the recipient you choose may differ), to check how the Event behaves in this document, we will <strong>click on the “Event” tab</strong>
, as circled on top of the screenshot. , as circled in the top of the screenshot.
</p><p>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.</p> </p><p>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 in 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.</p>
</details> </details>
<test> <test>
<table style="display: none;" class="test"> <table style="display: none;" class="test">
......
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