2013

Shaheed Sukhdev College

of Business Studies

ERP Assignment

[HIMANI SABHARWAL]
BBS 2B , Roll no. 50462
Create a new database & please make sure it should not contain any demonstration data in it, configure
it for modules Warehouse, HR, Manufacturing, Sales & CRM.
Using this new database perform following tasks:

1.Show us how you can enter data about goods receipt (Incoming Shipments)
Warehouse! Warehouse management! Incoming Shipments


Clicking on the tab incoming shipments gives us the following window.


To create a new incoming shipment, click new and fill in the details in the subsequent form.

If we click process now, the following window thus appears.
















2.How we can see a list of all products waiting to be received
Warehouse! Product Moves! Receive Products




3.Create few stock locations under warehouse of different types.





4. Show us how we can configure a new warehouse.
Warehouse! Configuration! Warehouse Management! Warehouses


Click New to configure a new warehouse.

The new warehouse can thus be seen, namely, Warehouse 1.




5.Show us how we can define a minimum stock rules for few products
Warehouse! Configuration ! Automatic Procurements! Minimum Stock Rules


Then to define minimum stock rules click the form button and define the minimum stock rules in the
same.
















6.Show us how we can trace the stock moves
Warehouse! Traceability! Stock Moves

When stock moves is clicked, the following window appears.

Click on any of the red colored stock thus shown. The following window appears.

When you click set available and process now, the stock when again opened as in step one, now
appears black instead of red.

In the above eg. The first product was being shown in red earlier, but now it appears to be black.

7.Also show different states possible in stock moves
Warehouse! Traceability! Stock Moves

When stock moves is clicked, the following window appears.

In this window itself there is a column, namely state which provides for the various possible states in
stock moves.














8.How can we manually create a new goods receipt
create a purchase order from the existing products/creating a new product
Purchase! Purchase Management ! Purchase Order! Click New



go to the following link to view the products waiting to be received :
Warehouse ! Product Moves! Receive Products!

Click new to manually create a new goods receipt.






9.Show us the stock level forecast for any product.
Warehouse! Product! Products

Select any Product and click on the form button.

Click Stock Level Forecast given on the right.

The stock level forecast can thus be seen.














10.Show us the functioning of Import Inventory, Update button w.r.t. physical inventory.




Click Import inventory.


















11. Define few new products with their attributes such as Cost Price, Sale Price, Real Stock & Virtual
Stock.
Warehouse! Product! Products!

Click New to create a product and then define the attributes asked for.

12.Show us how to create new UOM
Warehouse! Configuration! Products! Units of Measure!


Click new to define a unit of measure.
















13.Show/Print the stock of any location
Warehouse! Inventory Control! Location Structure!

Choose any Location (Physical/Partner/Virtual). And then select any such location. For eg. Maxtor
Suppliers.

Define the dates.




Select the product whose location need be seen.


Click Stock by Location

Select the Location of that product for which you want to see the stock






14.Enter few Manufacturing (Production) orders
Manufacturing ! Manufacturing! Manufacturing Orders! Click New.








15.Show us how you can get list of outgoing deliveries
Warehouse! Product Moves! Deliver Products




16.Show us the functioning of Tariff Grids & how you can use them.
To define a new delivery grid, use the menu Warehouse!Configuration! Delivery!Delivery Pricelist


Click new

Give a name to your delivery grid and define the region for which the tariffs in the grid will apply in the
second tab Destination.




You must then set the rules for calculating the transport price in the first tab Grid definition. A rule must
first of all have a name.
























17.Define price list for few products
Sales! Configuration! Pricelists! Pricelists

Select a created pricelist or create your own pricelist. After creating/selecting a pricelist, open pricelist
version.. Define the rules. Open Price List Items. Define the Rules. Select the Category for which this
pricelist will apply to . Select the product for which this pricelist will apply to.

18.Show us how to load a new module
Administration-Modules-Modules

Select a module that has not been installed yet

Click on Schedule for installation

Click Action- Start update

The module is now installed
















19.Show us the working of Warning module






Open any customer to see the warnings tab



When sales order is generated we see the warning
















20.Show us the working of Delivery module in managing the different Carriers.















21. Show us how different employees can enter their expenses.
Install the hr_expenses module.

Human Resource! Expenses! Expenses.

Click new to enter expenses.
















22.Enter few Employee Evaluation forms so you can evaluate them in different ways.
Install the HR Evaluation Module.

Human Resources! Evaluation! Evaluation!

Select the person whose evaluation is to be done


















23.Show us how employee can enter his/her leave .
Install the hr_holidays module.

Human Resources! Holidays! Leave Requests

Click new to obtain the form that helps enter the leave requests.















24.Enter few applicants forms (for your recruitment process) against vacant Job positions available in
your organization.
Load the hr_recruitment module.

Human Resources! Recruitment ! Applicants Name


Click new and enter the relevant data about the applicant.




25. Create different Sales Orders so you can show its different states such as quotation, Sales order
etc.
Sales-sales-sales orders

Quotation

When we click on confirm order the quotation becomes a sales order

This shows manual In progress

To confirm this as a sales order click on create final invoice

Click validate then
















26.Try to send request to another new user (create new user) & make this new user a member of
administration/configuration group.
Sending a request
Click on the request tab

Click new to obtain the form

Fill in the required fields and click send


The request has been sent. The state is waiting because he requesthasnt been read by the demo user
yet.
Making the demo user a part of the admin group
Administration- users- groups

Select administration/configuration

Click add and select demo

Thus added















27. Create different Employees so you can print their Attendance Error Report, Print Attendances By
Month Report.
Human Resources! Human resources! Employees




Click the name of the employee whose attendance report need be printed.

Click attendances by month or attendance error report whichever is needed.



28. Create contracts for them also.
Human Resources! Human Resources! Contracts!


Click New to define a new contract






29.Try to install new working language also of your choice from the given list in OpenERP
Administration-Translations-Load an official translation

Select the language to load (UK English)- Load

User Preferences- Preferences

- Select Language- OK

Default language modified
















30. Enter few leads in the database using CRM & show them with different status.
Sales! Sales! Leads

Click New. And fill the subsequent form.


Leads are thus created.














31. Show us how you can create a new opportunity & plan a meeting with your partner.
To create a new opportunity:
Sales! Sales! Opportunities


Click new.

Fill in the details.
To schedule a meeting with the person, click on the schedule meeting button.