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OpenERP for Retail and Industrial Management book review

January 24, 2011 8 comments
A Picture of a eBook

Image via Wikipedia

I bought the book on Amazon. You might wonder why should I purchase the book when I can download the e-book which is free? Well, two reasons. The first reason is I do enjoy reading printed books. I don’t think reading books on tablets matches my experience reading a paper book. The other reason is convenience, I can take it anywhere and read it on subways, trains, whereever.

The book is written by Fabien Pinckaers, who started the OpenERP project. This is a very good reason for reading this book. You get to understand the system from the point of view of the person who developed the system. You get to know how the system is supposed to work, which saves you a lot of time.

The first chapter covers the Installation of OpenERP. Covers Windows and Linux. You can skip this chapter since you will find more updated information on the documentation section of the OpenERP website or the community forums.

The second chapter is a Guided Tour. You can skip the chapter but I suggest against it, since it not only covers the user interface and its usage, but also covers third-party add-ons with lots of functionality that are really handy. For instance, I got to know the product_expiry product which is really handy for products that have an expiration date.

The third chapter covers a real case. It is a very simple case, but helps you understand how the system works. Actually, it is the first thing you need to know when you are taking your first steps in OpenERP. The chapter guides you on the different steps of buying products from suppliers, stocking those products in the warehouse and selling them to your customers. It’s OpenERP 101.

 The fourth chapter covers sales management. From sales quotations, packaging, alerts, invoicing, deliveries and price management (including rebates). Does not cover the financial management of sales, CRM nor analytical accounts. They are covered in the e-book version of the book.

The fifth chapter covers Purchasing. It’s a short and concise book on how to create purchase orders, quotations, receipt notes and invoices from suppliers. It is a good read before reading the next chapter.

Stock Management. Covers the product creating, and the warehouse management, involving the operations for entering and delivering products to/from your warehouses. Also covers the stock valuation and traceability, which is becoming critical in the logistics operation.

Manufacturing is the next chapter. Starts with the Bill of Materials and guides you from there. From BoM you create production orders, which are covered in detail, to the different routings available for the different products. This introduces you to WorkCenters and the different operations involved in the manufacture of your product. This might be the most important chapter in the book and has many examples of its operation.

The last three chapters; Process, System administration and configuration, and Methodology. If you work with OpenERP you should read these chapters, but you should complement it with further reading, for instance the memento presentations available on Slideshare.

Well, to finish this post, I highly recommend this book. And after reading the book you should read the e-book, which has additional chapters on CRM and Analytic Accounts (for example). It is not a definite guide, but it is an excellent first step on OpenERP.

Cheers!

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Resources for learning OpenERP

December 21, 2010 Leave a comment
Polish OpenERP screenshot

Image via Wikipedia

Well, how do you learn how to use OpenERP? There are many resources online, and the best way to get started is reading the OpenERP book, which can be found at:

http://www.openerp.com/services/books

You can either download an e-book or buy the OpenERP book at Amazon. I read the e-book and it is quite good, I highly recommend it. Have not read the printed book yet and I will receive it early January, so I will make a review of it as soon as I read it.

Reasons for reading the e-book? The most important reason is it portrays how the system works and shows different use cases for implementing the basic functionality of the system. It is an excellent way to begin the learning process with OpenERP.

There are plenty of online resources. Three online presentations I recommend are OpenERP Technical Memento, OpenERP Functional Memento and OpenERP Agile Implementation Memento. First I would study the implementation methodology presentation, then I would read the functional one and at last the technical presentation; which covers the technical aspects of developing modules.

You will also find online videos, most of them can be found at OpenERP Videos. These videos will save you a lot of time. And last but not least, you should check the  OpenERP Planet and the software forums.

Hope this information helps you get started with OpenERP.

Cheers!