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Sugar CRM to OpenERP Interface

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  • Which version of sugarcrm and openerp are being used?
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  • 1. SUGAR CRM TO OPEN ERP INTERFACE
  • 2. 1. Login to the Sugar CRM using User name and Password .
  • 3. 2. Next Create a new database in Open ERP or Login to the existing database of Open ERP using user name and Password .
  • 4. 3. In Sugar CRM main menu bar, Click on Preferences option. Sample Preferences of a database are displayed on the screen.
  • 5. 4. Click on the Edit icon of the sample preferences.
  • 6. 5. Set the Preferences in Sugar CRM according to the Open ERP database Enter the Database name , User, Password, XMLRPC URL, Open ERP user name ,Admin ID and Save.
  • 7. Creation of Account: 6. In Sugar CRM main menu, click on Accounts option. List of existing accounts are displayed on the screen.
  • 8. 7. Click on Create Account in Actions menu list. A new form to create new customer account is displayed on the screen.
  • 9. 8. Enter required details of the customer like Name, Office phone number ,Contact Address type , Address and Email address in the form and Save it.
  • 10. 9. Account which is created and Saved in Sugar CRM, same account is updated in customers module of Open ERP database .
  • 11. 10. If any modifications are made in the Account of Sugar CRM, those modifications are reflected in customer account of Open ERP’s database.
  • 12. Creation of Product: 11. In sugar CRM main menu bar, click on Products option, list of existing products are displayed on the screen.
  • 13. 12. Click on Create product in Actions menu list. A new form to create a product is displayed on the screen.
  • 14. 13. Enter required fields like , Name, Product reference, Cost Price and sale price etc., and Click on Save button to save the product in Sugar CRM.
  • 15. 14. Product which is created in the sugar CRM , same product is updated in the Open ERP also.
  • 16. 15. If any modifications are made in the Product record like changing the Cost Price of the Product in sugar CRM, those modifications are reflected in the product record of Open ERP .
  • 17. Creation of a Sale order in Sugar CRM: 16. In main menu , click on the Sales Order option . List of existing sales orders are displayed on the screen.
  • 18. 17. Click on Create Sales Order in Actions menu list . A new form to generate a sale order is displayed on the screen.
  • 19. 18. Enter Sales Order number , Select the customer, Ordered date , Shop and Price list and Save the record.
  • 20. 19. Sale Order created and saved in the Sugar CRM is updated in Open ERP also in Draft ( Quotation) state .
  • 21. 20. In Sugar CRM, Select Products in sub-panel of created sales Order.
  • 22. 21. Same Products are added in the Sale order lines of Open ERP.
  • 23. 22 . Further Processing i.e., Adding taxes to the Product , Computing and Confirming of Sales Order can be performed in Open ERP .
  • 24. Contact US
    • Fair fax: USA :
    • 8301 Arlington Blvd , Suite T-04 Fairfax, VA 22031. PH :703 722 9131
    • Rama Mashetty
    • E-Mail: sai@millenniumsoft.com
    • Skype: rmashetty,
    • PH: 703 338 4233
    • Peter Lynch
    • E-Mail: peterl@gomillenniumsoft.com
    • PH: 703 445 7131
    • Praveen S
    • E-Mail: praveens@millenniumsoft.com
    • Skype: praveen.millenniumsoft
    • PH: 703 445 7131
    • Hyderabad, INDIA :
    • Plot # 335, Bhadra Diagnostic Building, 3rd floor, Behind Remedy hospital, Road # 4, KPHB, Hyderabad - 500 072, India
    • Phone: +91 8886112334
    • Office: 040-40061364
    • 040-64544928
    • E-Mail:
    • [email_address]
    • [email_address]
    • Skype: sushmakonanki
    • : shakti.kumar.chouksey
  • 25.