OpenERP - Sharing sales orders and invoices electronically

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OpenERP - Sharing sales orders and invoices electronically

  1. 1. Sharing Sales Orders and Invoices electronicallyDEMO OF THE NEW OPENERP CAPABILITIES OLIVIER DONY @odony
  2. 2. Agenda  What is this about?  Installation and setup  Automatic SO / Invoices electronic sharing  Fine-tuning   Payment options   Email templates   Opt-out  Manual sharing of documents  Going further… @odony
  3. 3. What is this about?  People are moving to online, instantaneous interactions: IM, Facebook, Twitter  Emails are less used for personal contacts  But business users are still living in the 20th century: post, emails, phone, manual data entry  It’s time for businesses to harness the modern communication channels  Real-time electronic data interchange! @odony
  4. 4. Installation // Setup  EDI module auto-installed with Sales or Invoicing  Manual sharing wizard: install share!  EDI Setup   Company address & logo   Outgoing Email Server (SMTP)   User emails   Customer/Contact email  Share Wizard   Assign user groups @odony
  5. 5. EDI Demo @odony
  6. 6. Fine-tuning: payment options  Paypal payments enabled simply by adding a paypal account ID on the Company form  Bank wire transfers are enabled by adding bank accounts on the company  Extra options may be provided by customizing the templates (next step) @odony
  7. 7. Fine-tuning: email templates  EDI uses regular email templates that can be edited… and used for other needs  Placeholder assistant is available to insert dynamic values  Be careful and test your templates! @odony
  8. 8. Fine-tuning: opt-out  Customers without emails will not be notified  Customers can be selectively opted-out  Deleting an email template will disable all notifications for that template  The EDI notification can also been disabled on the corresponding workflow  OpenERP 7.0 will have an explicit EDI notification workflow step @odony
  9. 9. Share Wizard Demo  Several media for sharing   Share by email   Share as a link   Embed   Share with portal  Read-only or Read +Write  Do not test as administrator! @odony
  10. 10. Going further…  Sharing UX will be improved   Provide a more decent landing page for external users   Directly land on shared documents for sharing by email  EDI will continue to evolve in v7, e.g.:   Setting up of permanent connections with partners   Integration with mail gateway   More EDI-enabled documents @odony
  11. 11. Questions? @odony

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