Difference between revisions of "User guide"

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(Business Partners)
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== Business Partners ==
 
== Business Partners ==
A business partner is any person or organisation that interacts with the business. The basic records are Business Partner
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A business partner is any person or organisation that interacts with the business. The basic records are Business Partner, Location, Contact
  
 
To enter a business partner, go to: '''Partner Relations > Business Partner Rules > Business Partner'''  
 
To enter a business partner, go to: '''Partner Relations > Business Partner Rules > Business Partner'''  
  
 +
===Business Partner===
 
'''Minimum information:'''
 
'''Minimum information:'''
'''Organisation:''' This is pre-set to your organisation, set this to * for company wide partners.
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{|
'''Name:''' The name of the business partner.
+
|-
'''Search key:''' This is similar to the 'account reference' used in other software. It can be set to na easy to remember value (which must be unique). If left empty, it will be set to a number starting from 1000000.
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|'''Organisation:'''  
 +
|This is pre-set to your organisation, set this to * for company wide partners.
 +
|-
 +
|'''Name:'''  
 +
|The name of the business partner.
 +
|-
 +
|'''Search key:'''  
 +
|This is similar to the 'account reference' used in other software. It can be set to an easy to remember value (which must be unique). If left empty, it will be set to a number starting from 1000000.
 +
|}
 +
 
 +
===Location===
 +
This stores the address(es) for the business partner. To view the current locations for a business partner, select the business partner in the '''Business partner''' tab and then select the '''Location''' tab
 +
 
 +
===Contact===
 +
This stores the person or functional contacts (e.g. sales)
 +
 
  
 
[[Category:Manual]]
 
[[Category:Manual]]

Revision as of 01:13, 14 March 2009

There is a lot of information on adempiere.com. Finding all the right information can be hard...

Installation

There are a number of good installation guides on this site. todo add links.

Starting the client

todo: add details

Initial setup

Login as SuperUser password System Change the master password. System Admin>General Rules>Security>User.

Create the client. see (links here)

Review the units of measure (Material Management>Material Management Rules) and add those necessary for your installation.


Data import

TODO


Business Partners

A business partner is any person or organisation that interacts with the business. The basic records are Business Partner, Location, Contact

To enter a business partner, go to: Partner Relations > Business Partner Rules > Business Partner

Business Partner

Minimum information:

Organisation: This is pre-set to your organisation, set this to * for company wide partners.
Name: The name of the business partner.
Search key: This is similar to the 'account reference' used in other software. It can be set to an easy to remember value (which must be unique). If left empty, it will be set to a number starting from 1000000.

Location

This stores the address(es) for the business partner. To view the current locations for a business partner, select the business partner in the Business partner tab and then select the Location tab

Contact

This stores the person or functional contacts (e.g. sales)