1. Sharing Sales Orders and
Invoices electronically
DEMO OF THE NEW OPENERP CAPABILITIES
OLIVIER DONY
@odony

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. 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. 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. EDI Demo
@odony

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. 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. 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. 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. 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. Questions?
@odony