There are enough tutorials out there to explain how to install/setup and OFBiz.or g ERP system, but there isn’t much on how to setup the company after you have it running.
E-Commerce Out-Of-The-Box Chapter 7. Tie-ins to various other OFBiz Applications. Review and reporting capabilities including generation of PDF based. Ofbiz ecommerce out of the box pdf files - e commerce microservices architecture PNG Transparent image for free, ofbiz ecommerce out of the.
So, these are my notes as I stumble through what I could find, and compile it into a list so that when I build the real system, I will know exactly what needs to be done.’, ‘TOC – Quick Install – Setup
Quick OFBiz install
grab the ofbiz.tar.gz file and jdk-6u4-linux-i586-rpm.bin
sh jdk-6u4-linux-i586-rpm.bin
useradd ofbiz
mv ofbiz.tar.gz /home/ofbiz
cd /home/ofbiz
tar -xvzf ofbiz.tar.gz
mv ofbiz-4.0 ofbiz
chown -R ofbiz.ofbiz ofbiz
su ofbiz
cd ofbiz
mkdir logs
Before you run this next command, you need to choose if you want a bare install (no example data), minimal data, or full example data.
./ant run-install
exit back to root: < cp rc.ofbiz /etc/init.d/ofbiz chmod 755 /etc/init.d/ofbiz vi /etc/init.d/ofbiz
set the java path to /usr/bin/java
chkconfig -add ofbiz chkconfig ofbiz on
/etc/init.d/ofbiz start
Let it run, it takes a while to load all the data, etc.
To check the status, do ’tail /home/ofbiz/ofbiz/logs/console.log’
OFBiz.org Setup
First, go to http://10.10.10.xxx:8080/webtools
click on login
default admin account:
username: admin password: ofbiz
Company Setupsearch for party ID “Company” Update the “Group Information” Update the “Contact Information”
Employee Setup
click on Party tab< click Create New click Create Employee Fill in all the information Submit
Edit the employee and click on the “Roles” link at the top. Click the “Add To Role” drop down and select role. click Add
Scroll down under User Names and select “Security Groups” and set to “Full Admin”.
Log out Admin, log in with your new account.
Go to Party tab, type in username of “admin” and submit. Edit each user account and disable the default ones. That would be admin, flexadmin, demoadmin, and 1.
Facility Setup
Click on “Facility” tab Create new facility Click on “ContactMechs” Create new contact. Add purpose, Ship To address, Ship Origin address, and Primary address. This is needed to allow items to be shipped from/to this location.
Tax Authorities
Click on Party/Create new/New Party Group Group Name: Illinois Sales Tax Authority Save Click on Roles, add “Tax Authority” Click on Accounting/Tax Authorities/New Tax Authority Geo: IL Party: party you just created
Also, at this time, you can change the N/A to 0% tax as the default is 1%. If the system doesn’t know where the order is going, it will use N/A and add 1% sales tax.
Catalog Setup
– Promos
First, let’s turn off all the example promos. What we are going to do, is make them require the promo code to be added to an order, so they won’t “auto apply”.
Click on Calalog/Promos and the select each promo that you see a “N” under the “Require Code?” field. and change them all to “Y”.
– Stores
Click on Stores and create a new store for each facility. Link them to the Facilities you created earlier.
– Adding Products
Click on Main and select “Create New Product” in the middle of the page.
Insert Product ID if you want your own, otherwise it will be auto generated. Internal Name : Is what shows up on the order Brand: and then click create. Next, select the Prices tab Type in a price and hit Create Select “Costs” tad Select Type drop down and select “Material Cost” and enter Cost field and click submit Now, click on the “Suppliers” tab Select the supplier from the drop down Enter last price Supplier Product Name Supplier Product ID Click Create
Now, to be able to order an item from a supplier, the supplier MUST be listed under the item.
Buying Stuff (Overview)
1) Create/Approve Purchase Order (Order/Order Entry/Purchase Order), – Pick a supplier – Give it a name – Add items to the order – Finalize Order/Continue – Pick Facility – Create order, Approve order 2) Create/Approve Purchase Invoice (Accounting/Invoices/New Invoice) – From = Vendor, To = PhoneTeks, LLC – Add Items and don’t forget shipping/handling! – Status approve/ready 3) Create/Apply Payment (Accounting/Payments/Create New Payment) – Vendor Payment – From: Company, To: whoever – Amount, create – Now, apply the payment to the Purchase Invoice for each line item. – Change status to Sent and then Confirmed. 4) Receive PO – Facility/Facility ID – Receive Inventory/Enter PO # – Receive entire PO, etc.
WORK IN PROCESS, will complete soon
Quotes/Orders
Create a quote, approve, convert to order:
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New users are often confused by the extensive OFBiz documentation. This page puts links to the documents in a logical order, so new users can get up to speed quickly. Please help us by adding links to documents you know about.
Evaluating OFBiz
Open Source ERP/Apache Software Foundation
Capabilities
Organizations using OFBiz (internal use)
Websites based on OFBiz (production use)
www.antwebsystems.com
www.hotwaxmedia.com
www.myofbiz.com
OFBiz demo sites
VAR products (OpenTaps, Neogia, etc)
Getting OFBiz
System requirements
Downloading
Installation: Apache OFBiz Getting Started has good material on some initial customization.
Customizing
Updates and upgrades
Using OFBiz
Manager evaluation/planning manual
Administrator implementation manual
User operation manual
Developer reference manual
Training videos
Customizing for particular industries
Getting help
Documentation
FAQ - Tips - Tricks - Cookbook - HowTo
Wiki
Mailing lists & archives
IRC channels
Resources
Search documents
Data model background
Universal data modeling
Parties and Party Groups
Users, authentication and authorization/permissions
Stores, catalogs, virtual & variant products
Developing in OFBiz
Code organization
Entity engine
MPV model
Screen design
CRUD operations
Code style, validation and testing
OFBiz Project
Credits
Version history
Known bugs
To-do list
Future plans
News and resources
Recent news
Websites & blogs
Antwebsystems Co.Ltd OFBiz general weekly blog by Hans Bakker and employees.
OFBiz Tutorials
Ruth Hoffman discusses OFBiz at http://www.myofbiz.com
Articles, Books, Presentations
Now available 9.04 updates to 'Getting Started with Apache OFBiz E-Commerce Out-Of-The-Box'. www.myofbiz.com