Yannick Tivisse
941037194d
Purpose ======= The flow for new users is still not smooth The tour tips are not clear either Specification ============= 1/ Rewrite the tour tips - Organize your sales activities with the Sales Management app ==> OK - Let's create a new quotation. Note that colored buttons usually point to the next logical actions. ==> OK but put it under the create button and not on the right - Write the name of your customer to create one on the fly, or select an existing one. ==> OK but put it under the field and not above - Click here to add some lines to your quotations. ==> Click here to add some products or services to your quotation. - Select a product, or create a new one on the fly. The product will define the default sales price (that you can change), taxes and description automatically ==> Rename in into "Select a product, or create a new one on the fly." - Once your quotation is ready, you can save, print or send it by email. ==> OK - Use the breadcrumbs to go back to preceeding screens. ==> OK - Use this menu to access quotations, sales orders and customers. ==> OK - Click the Home icon to navigate across apps. ==> Remove that step - Configuration options are available in the Settings app.==> remove that step - Invite salespeople or managers via email. Enter one email per line. ==> remove that step 2/ Rename the menu entry "Invoicing" into "To Invoice" 3/ Rename the menu entry"catalog" into "Products" 4/ https://drive.google.com/a/odoo.com/file/d/0BxqHe5rtIxY0aEkxMURWeGtfSW8/view?usp=drivesdk 5/ In the order line, when you create a product on the fly: if set a price you store the price and the description on the product (not if you select the product, only if you quick create it) (only the first time, like in Purchase) 6/ Add 45 Days and 2 months in data of payment term 7/ http://nimb.ws/XPcUx3 Delete Invoice Order from Action menu in form view 8/ Settings : DHL, USPS, UPS, Fedex, bPost : Add the word connector (DHL Connector, USPS Connector,...) 9/ In Orders/Sales : remove the default filter Sales Order (doens't make sense) : https://www.youtube.com/watch?v=xOfidZapHs0&feature=youtu.be
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, Purchase Management, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
Then follow the developer tutorials