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OpenERP - Sharing sales orders and invoices electronically
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
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