Home > Configuration, Financial Accounting, Human Resources, OpenERP v6.0, Sales management > First steps in OpenERP 6.0. Creating and configuring the company

First steps in OpenERP 6.0. Creating and configuring the company

Polish OpenERP screenshot

Image via Wikipedia

The best way to know OpenERP is to try it. Developing a proof of concept. That is how you will get to know what are the possibilities of this system, what it takes to configure it, get a good grasp on the community and the time it takes to implement it. You can do it alone or guided with a consultant. Both ways work, a consultant will save you a lot of time.

So, how do you start? Well, the first step is to install it and have it running. I will not go into the details on how to install it, I can only recommend buying a VPS Linux server (there are two or three which have are excellent and are affordable). Then you can follow the detailed steps on how to install OpenERP on the documentation pages.

What I am going to talk about now is what you should do first in order to know the system. This is covered in the OpenERP book in the First Steps in OpenERP. You should read it (I encourage you to buy the book since it is an excellent read and for $40 it will save you lots of hours). The idea is to configure a system that buys products from suppliers (and pays them), manages the stocks of those products and sells those products to customers (while collecting their payments). Pretty much what every other company in this world does in order to make a living.

What should we do first? Well, I assume you already have OpenERP up and running. So we are going to set up the company. You do this by selecting the Administration > Configuration > Companies menu (in OpenERP 6.0):

Click on Companies and you will see the list of the companies already configured in your system. Click on the New Button to create a new one. You will see a form like this:

This form has a header and six tabs. On the header you only need to enter the Company name. Then in the General Information tab you should be able to enter the main currency for the company (more on this in later posts), header and footer information and the company logo (which will be printed in the many forms that are used by OpenERP).

You have two more tabs for customizing the Header and footer, along with its internals. We will not get into those items at this time. If you go to the Configuration tab you should be able to configure some parameters for the system, such as the Timesheet range or the Reserve Profit/Loss account. But this is taken care of in more detail in the Parameters section of the system. Same with the Other tab.

Skip the Other and Overdue Payments tabs since they are not necessary to configure by now.

After you have configured the company, you can go to the next section, which is configuring account types. But we will go into that in a latter post.

Cheers,

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