ERP5 User Documentation
ERP5 user documentation is mostly written within the OSOE Project. 17 tutorials have been created for the new ERP5 users. Those tutorials will teach you the basics of ERP5 and must be followed by everyone at first. Then once you understand them and don't need them anymore, you can take a look at the HowTo webpage which contains more precise documentation.
If you don't find the documentation, you can still ask to OSOE Collaboration Team. A documentation could be released if it can be useful for OSOE Classes.
If you wish to participate by writing documentation, please contact us.
Available Tutorial
ERP5 BASE
How to Create New Persons. (Read)
This tutorial teaches how to add new Person records to ERP5 such as clients, suppliers, staff etc.
How to Create New Organisations. (Read)
This tutorial teaches how to add new Organisations records to ERP5 and edit their details.
How to Link Persons and Organisations. (Read)
This tutorial explains you how you can easily establish relations between persons and organisations in ERP5.
ERP5 TRADE
How to Create and Manage Products. (Read)
This tutorial teaches you how to create and edit the details of your offer in ERP5, whether it is a product or service based offer.
How to create and apply Trade Conditions. (Read)
This tutorial will teach you how to create and apply Sale Trade Conditions to your Sale orders. Trade Condition will help you save much time when editing orders in ERP5 . Purchase Trade Conditions work the same way, so you can learn how to handle them by reading this document.
How to Create and manage sale orders. (Read)
This tutorial will teach you how to create sale orders to manage the orders from your customers. This will also teach you how to generate the related sale packing list.
How to manage sale packing lists. (Read)
This tutorial will teach you how you can handle the sale packing lists with ERP5 , which means organize and detail the shipment of your orders. You will also learn how to generate the related invoice, to send to your customers.
ERP5 ACCOUNTING
How to manage invoices. (Read)
This tutorial will teach you to generate invoices and print them for your customers. This tutorial introduces some accounting principles, and how to manage those with ERP5 .
How to create a payment. (Read)
This tutorial will teach you how to create the payment related to an order, and how to proceed with the related accounting transactions.
How to create Purchase transactions from scratch. (Read)
This tutorial will teach you how you can create a Purchase Transaction from scratch, or a Sale Transaction, as it works exactly the same way.
How to generate accounting reports. (Read)
This tutorial will teach you how to generate accounting reports such as a Journal or a Profit and Loss report.
ERP5 CRM (Customer Relationship Management)
How to create a campaign. (Read)
This tutorial will teach you what a ticket and an event are in ERP5 and will explain how you can create a Sales Campaign in ERP5 .
How to create outgoing events. (Read)
This tutorial will teach you how to create outgoing events in ERP5 . Outgoing events can be phone calls, fax messages, emails etc, that aim at contacting a customer or a prospect.
How to post outgoing events. (Read)
This tutorial will teach you how to post, or send in the case of an email, your outgoing events.
How to process incoming events. (Read)
This tutorial will teach you how to create and assign incoming events in ERP5 . Incoming events are messages that you receive from your customer or prospects, and that will need to be stored in a ticket and processed by someone of your team.
How to manage Support Requests. (Read)
This tutorial will teach you how to manage the Ticket "Support Request", following the standard process of managing incoming Events inERP5.