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SUGAR CRM TO  OPEN ERP  INTERFACE
1.  Login to the Sugar CRM using  User name  and  Password .
2.  Next Create a new database in  Open ERP  or Login to the existing  database of Open ERP using  user name  and  Passwor...
3.  In Sugar CRM main menu bar, Click on  Preferences  option. Sample Preferences of a database are displayed on the scree...
4.  Click on the  Edit  icon of the  sample preferences.
5.  Set the Preferences in Sugar CRM according to the Open ERP database Enter the  Database name , User, Password, XMLRPC ...
Creation of Account: 6.  In Sugar CRM main menu, click on  Accounts  option. List of existing accounts are displayed on th...
7.  Click on  Create Account  in  Actions  menu list. A new form to create new customer account is displayed on the screen.
8.  Enter required details of the customer like  Name, Office phone number ,Contact  Address type , Address  and  Email ad...
9.  Account which is created and Saved in Sugar CRM, same account is updated in  customers  module  of  Open ERP database .
10.  If any modifications are made in the  Account  of Sugar CRM, those modifications are reflected in  customer account  ...
Creation of Product: 11.  In sugar CRM main menu bar, click on  Products  option, list of existing products are displayed ...
12.  Click on  Create product  in  Actions  menu list. A new form to create a product is displayed on the screen.
13.  Enter required fields like , Name, Product reference, Cost Price  and  sale price  etc., and Click on  Save  button t...
14.  Product which is created in the  sugar CRM  , same product is updated  in the  Open ERP  also.
15.  If any modifications are made in the Product record like changing the  Cost Price  of the Product in sugar CRM, those...
Creation of a Sale order in Sugar CRM: 16. In main menu , click on the  Sales Order  option . List of existing sales order...
17.  Click on  Create Sales Order  in  Actions  menu list . A new form to generate a sale order is displayed on the screen.
18.  Enter  Sales Order number , Select the  customer, Ordered date ,  Shop  and  Price list  and Save the record.
19.  Sale Order created and saved in the  Sugar CRM  is updated in  Open ERP  also in  Draft  ( Quotation)   state .
20.  In Sugar CRM, Select  Products  in sub-panel of created sales Order.
21.  Same Products are added in the  Sale order lines  of Open ERP.
22 . Further Processing i.e.,  Adding taxes  to the Product , Computing  and  Confirming  of Sales Order can be performed ...
Contact US <ul><li>Fair  fax: USA : </li></ul><ul><li>8301 Arlington Blvd , Suite T-04 Fairfax, VA 22031. PH :703 722 9131...
 
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Sugar CRM to OpenERP Interface

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Sugar CRM to OpenERP Interface

  1. 1. SUGAR CRM TO OPEN ERP INTERFACE
  2. 2. 1. Login to the Sugar CRM using User name and Password .
  3. 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. 4. 3. In Sugar CRM main menu bar, Click on Preferences option. Sample Preferences of a database are displayed on the screen.
  5. 5. 4. Click on the Edit icon of the sample preferences.
  6. 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. 7. Creation of Account: 6. In Sugar CRM main menu, click on Accounts option. List of existing accounts are displayed on the screen.
  8. 8. 7. Click on Create Account in Actions menu list. A new form to create new customer account is displayed on the screen.
  9. 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. 10. 9. Account which is created and Saved in Sugar CRM, same account is updated in customers module of Open ERP database .
  11. 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. 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. 13. 12. Click on Create product in Actions menu list. A new form to create a product is displayed on the screen.
  14. 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. 15. 14. Product which is created in the sugar CRM , same product is updated in the Open ERP also.
  16. 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. 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. 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. 19. 18. Enter Sales Order number , Select the customer, Ordered date , Shop and Price list and Save the record.
  20. 20. 19. Sale Order created and saved in the Sugar CRM is updated in Open ERP also in Draft ( Quotation) state .
  21. 21. 20. In Sugar CRM, Select Products in sub-panel of created sales Order.
  22. 22. 21. Same Products are added in the Sale order lines of Open ERP.
  23. 23. 22 . Further Processing i.e., Adding taxes to the Product , Computing and Confirming of Sales Order can be performed in Open ERP .
  24. 24. Contact US <ul><li>Fair fax: USA : </li></ul><ul><li>8301 Arlington Blvd , Suite T-04 Fairfax, VA 22031. PH :703 722 9131 </li></ul><ul><li>Rama Mashetty </li></ul><ul><li>E-Mail: sai@millenniumsoft.com </li></ul><ul><li>Skype: rmashetty, </li></ul><ul><li>PH: 703 338 4233 </li></ul><ul><li>Peter Lynch </li></ul><ul><li>E-Mail: peterl@gomillenniumsoft.com </li></ul><ul><li>PH: 703 445 7131 </li></ul><ul><li>Praveen S </li></ul><ul><li>E-Mail: praveens@millenniumsoft.com </li></ul><ul><li>Skype: praveen.millenniumsoft </li></ul><ul><li>PH: 703 445 7131 </li></ul><ul><li>Hyderabad, INDIA : </li></ul><ul><li>Plot # 335, Bhadra Diagnostic Building, 3rd floor, Behind Remedy hospital, Road # 4, KPHB, Hyderabad - 500 072, India </li></ul><ul><li>Phone: +91 8886112334 </li></ul><ul><li>Office: 040-40061364 </li></ul><ul><li>040-64544928 </li></ul><ul><li>E-Mail: </li></ul><ul><li>[email_address] </li></ul><ul><li>[email_address] </li></ul><ul><li>Skype: sushmakonanki </li></ul><ul><li>: shakti.kumar.chouksey </li></ul>

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