BLogS

  • Setting up your Bank Accounts in OpenERP v7

    In this post, we’ll cover the setup and configuration or Bank Accounts in OpenERP v7; Using the following click-path: Accounting > Configuration > Accounts > Setup your Bank Accounts – then click ‘Create’; You will then see the Bank Account edit screen. Fill in the details as required, making sure the correct Accounting Journal is…

  • Installing your Custom Pentaho Report file into OpenERP’s v7 interface

    This post follows on from our last article, Adding your Custom Query into Pentaho Report Designer it is recommended that you read through the previous articles for ease of reference. We have now created a Custom Report query in Pentaho Report Designer, and produced a file in the .prpt (Pentaho Report) format. We will now…

  • Adding your Custom Query into Pentaho Report Designer

    Following on from our last article, ‘Using Pentaho Report Designer to Create Reports for OpenERP v7’: Click here It is recommended that you read through the previous articles for ease of reference. We now move on to adding your custom query to the report page layout. If you are familiar with formatting tools, you should…

  • Using Pentaho Report Designer to Create Reports for OpenERP v7

    You can use Pentaho Report Designer to Create Reports for OpenERP v7 – Here’s a brief tutorial on how to get started. Simply open your Penatho Report Designer, and click Data > Add Datasource > Advanced > OpenERP Data Access Enter your hostname and port number (8069 will be selected by default, change this if your…

  • Setting up Pentaho Report Designer for OpenERP v7 on your Windows Computer

    In order to generate reports from OpenERP v7 you need to have Pentaho Report Designer downloaded from Pentaho’s website and unzipped on your computer. The package is a binary package which doesn’t need installation on your computer and hence you can run it from the folder where you unzipped it. Here are the steps that…

  • OpenERP – Counties of Ireland and States of India List to Upload

    OpenERP keeps a list of all the states for a country. In earlier versions this list used to be only restricted to United States but this can and should be expanded to have the states of all the countries. To start with Ireland counties are not there in the database and in order to create…

  • Work out for Service Contracts and FAQ

    In this blog, we’ll go through the sections on Service Contracts, and the FAQ. Firstly, we shall break down the terminology around Service Contracts – below, you will see the start screen for this module: A service contract is recommended to maintain a healthy trading relationship with the client. It will also help define what is ‘off-contract’, or…

  • Vtiger/VTPlus – How to change password and other stuff

    In this blog we will be going through how to add functionalities such as new currencies, customizing themes, and so on. To navigate to ‘My Preferences’, move your cursor to the far right side as shown in screenshot below:     Once you click this, the following screen will appear; this allows you to change…

  • Easy Steps to Implement SMS Notifier in vtiger CRM/VT Plus

    In this blog, we will go through how to send SMS to clients and suppliers, allowing fast communication with both. The SMSNotifier module is the means through which you can achieve this. As we know from previous experience, companies use mobile communication via SMS to promote their products and services to their customers, or consumers.…

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