OpenEPR 新改进

软件改进

  • OpenERP已被结构化为商业应用，其菜单也已改变来适应这一点，

  • 主要的可用性改进，尤其是网络版本，

  • 简化视图和扩展视图，

  • 当你查找一条记录时，例如查找一个客户或供应商，如果要查找的合作伙伴不存在，系统会建议你创建一条新的记录。

  • When you click a Business Application in the Web version, the related Dashboard will be opened,

  • 为了显示过程视图，点击Web版标题后面的问号，

  • Menutips & Tooltips will be displayed to explain more about the active screen,

  • 动态过滤器允许你非常简便地保存你自己的过滤条件，并附带分组选项，扩展过滤，以及更多选项，

  • User Roles are no longer used, they have been integrated in the User Groups,

  • The Administrator will now only have the rights according to the user groups that have been assigned to him,

  • Multicompany has been integrated in the core of OpenERP and does not require the installation of modules. You just have to add the User Group Useability / Multi-Company,

  • Perform actions, such as update status, confirm, delete, … directly from List View,

  • Use communication tools such as Fetchmail, Outlook & Thunderbird integration and CalDAV / WebDAV (also available on Android & Iphone),

  • Create your own e-mail templates for use throughout OpenERP,

  • Use the Scheduler for objects other than Manufacturing too,

  • Click the star in the web version to quickly create a shortcut for a screen you often use,

  • When you perform an action in List view in the web version, (i.e. change the status of a lead), OpenERP will display a bar containing information about this change. You can click the link to open the lead concerned,

  • Updated configuration wizard to install new features using OpenERP modules in user friendly way.

业务流程改进

销售管理

  • CRM has been integrated in the Sales Management Business Application,

  • Geolocalization module, also allowing you to send qualified opportunities directly to external partners,

  • Manage your Marketing Campaigns and send automated e-mails based on your own templates,

  • For Leads, OpenERP will check the email address of the contact and when found for an existing partner, it will propose to merge the new contact with the corresponding partner,

  • Create your company wiki for Sales FAQ,

  • History tab in the Customer form to keep track of all events,

  • When you convert a lead to an opportunity, you now have the option to not create a partner, but just keep the contact data in the opportunity,

  • Create a new partner from a lead or an opportunity, or merge with an existing partner.

仓储管理

  • Push & Pull rules for stock locations have been extended and integrated with multicompany,

  • Configure units of measure by reference unit, bigger than / smaller then reference unit,

  • Update stock level from the Product form and automatically create a physical inventory for it.

财务管理

  • By default, only one Entry Sequence is available for a journal. If you want to have two sequences to be used for your journal numbering, please install the account_sequence module,

  • Separate numbering is now also available for Bank Journals,

  • Quickly enter Journal Entries from List View from the Journal Items menu. Configure your journal with default debit & credit accounts, select the journal in the Journal Items List View, click New and start creating new entries,

  • Chart of Accounts and Chart of Taxes can be displayed for a selected period,

  • OpenERP has added a flexible, easy Invoicing module allowing you to keep track of your accounting, even when you are not an accountant. If you install the Invoicing module, in Simplified view, you will only have the Invoicing items. You should not use both Invoicing and Accounting,

  • Use the Financial Management Configuration Wizard to easily select features you want to use,

  • On installation of a predefined Chart of Accounts, the wizard also proposes default bank and cash accounts, and default Sales and Purchase taxes,

  • On a journal you can set whether OpenERP should perform a check whether the invoice date is in the current period. This used to be a separate module,

  • Different journal types for Refunds and Invoices,

  • When creating a new journal, parameters are preset according to the journal type. The Entry Sequence for the journal is automatically created on Save,

  • Cash Box, possible to keep a real cash register.

项目管理

  • Improved Gantt chart in the Web version,

  • Long Term Planning that can be calculated according to the working time of each employee involved in the project with the new Scheduler feature,

  • On creation of a new project, OpenERP automatically creates the corresponding Analytic Account in the Projects chart of accounts. You no longer have access to the analytic account from the Project.

生产管理

  • Scrap consumed or finished goods and have the related stock moves automatically,

  • Consume products partially or completely.

人力资源管理

  • Manage your evaluation process,

  • Keep track of your recruitments and receive applicant mails directly in OpenERP, including attachments,

  • A complete integration of payroll management system with accounting application.