- \n
- User Management<\/li>\n\n\n\n
- Manage Companies and Users<\/li>\n\n\n\n
- Manage groups and access rights<\/li>\n\n\n\n
- Manage warehouses and Locations<\/li>\n\n\n\n
- Manage Charts of Accounts<\/li>\n\n\n\n
- Manage Taxes<\/li>\n\n\n\n
- Manage Bank Accounts<\/li>\n\n\n\n
- Manage Payments<\/li>\n\n\n\n
- Manage Agent and Vendor<\/li>\n\n\n\n
- Manage Customer<\/li>\n\n\n\n
- Manage Product and Product Variants<\/li>\n\n\n\n
- Manage Lots and Serial numbers<\/li>\n\n\n\n
- Manage Beat master setup<\/li>\n\n\n\n
- Manage country master<\/li>\n\n\n\n
- Manage Work center and Routing<\/li>\n<\/ul>\n\n\n\n\n
1. User Login<\/h3>\n\n\n\n
A login is a set of credentials used to authenticate a user. Most often, these consist of a username and password. security measure designed to prevent unauthorized access to confidential data.<\/p>\n\n\n\n
Enter the Application URL in the web browser and hit \u2018Log in\u2019 Button<\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-User-Login-1024x521.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- User<\/strong> – Enter the Login User ID<\/li>\n\n\n\n
- Password<\/strong> – Enter the Login Password<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n2. Manage Companies<\/h3>\n\n\n\n
A centralized management environment allows you to select multiple companies simultaneously and set their specific warehouses, customers, equipment, and contacts. It provides you the ability to generate reports of aggregated figures without switching interfaces, which facilitates daily tasks and the overall management process.<\/p>\n\n\n\n
Go to Settings \u2192 Click on Users & Companies \u2192 Select Companies<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Companies-1024x640.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create – <\/strong>Click on create button to create a company<\/li>\n\n\n\n
- Address – <\/strong>Enter the address of the company<\/li>\n\n\n\n
- Bank Account Number – <\/strong>Enter the bank account number of the respective company<\/li>\n\n\n\n
- GSTIN – <\/strong>Enter the GST register number of the company<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n3. Manage Users – With Role Assignments<\/h3>\n\n\n\n
Define a user<\/strong> as someone who has access to a database to perform daily tasks. You can add as many users as you need.<\/p>\n\n\n\n
Go to Settings \u2192 Click on Users & Companies \u2192 Select Users<\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Users-With-Role-Assignments-1024x640.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create <\/strong>– <\/strong>Click on create button to create a user<\/li>\n\n\n\n
- Name <\/strong>– <\/strong>Enter the name and e-mail ID of the user<\/li>\n\n\n\n
- Access Rights <\/strong>– Set Access Rights to each application for the user from drop down<\/li>\n\n\n\n
- Send Reset Password Instruction <\/strong>– \u2018Change Password\u2019 button can be used to set a password for the user<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n4. Manage Groups \/ Roles with Access Rights<\/h3>\n\n\n\n
In order to restrict the type of information each user can access, rules can be applied. Users and access rights can be added and changed at any point.<\/p>\n\n\n\n
Go to Settings \u2192 Click on Users & Companies \u2192 Click on Groups<\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Groups-Roles-With-Access-Rights.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create <\/strong>– Click on create button to create a group<\/li>\n\n\n\n
- Application <\/strong>– <\/strong>Application defines the name of the application<\/li>\n\n\n\n
- Name <\/strong>– <\/strong>Name defines the user level access<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n5. Manage Warehouses<\/h3>\n\n\n\n
A warehouse<\/strong> is the actual building\/place in which your items are stocked. You can set up multiple warehouses and create moves between warehouses.<\/p>\n\n\n\n
Go to Inventory \u2192 Click on Configuration \u2192 Under Warehouse Management, Select Warehouses<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Warehouses-1024x640.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create <\/strong>– Click on create button to create a warehouse<\/li>\n\n\n\n
- Warehouse <\/strong>– Enter the name of the warehouse<\/li>\n\n\n\n
- Short Name <\/strong>– Enter the embed, a 5-characters code for your distribution center. Remember that this code is the one that will show up in the rundowns, so ensure you pick a name that is straightforward and simple to enter<\/li>\n\n\n\n
- Operating Units <\/strong>– Select the operating unit to which the warehouse belongs<\/li>\n\n\n\n
- Address <\/strong>– Enter the warehouse address<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n6. Manage Locations<\/h3>\n\n\n\n
A Location<\/strong>, is a specific space within your warehouse. It can be considered as a sub-location of your warehouse, as a shelf, a floor, an aisle, etc. Therefore, a location is part of one warehouse only and it is not possible to link one location to multiple warehouses.<\/p>\n\n\n\n
Go to Inventory \u2192 Click on Configuration \u2192 Under Warehouse Management, Select Locations<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Locations-1024x640.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create –<\/strong> Click on create button to create a Location<\/li>\n\n\n\n
- Location –<\/strong> Enter the name of the location<\/li>\n\n\n\n
- Parent Location –<\/strong> In case you are creating a location under another location (location hierarchy)<\/li>\n\n\n\n
- Operating Units –<\/strong> Select the operating unit to which the location belongs<\/li>\n\n\n\n
- Company –<\/strong> Let the field be empty if this location is shared between the companies<\/li>\n\n\n\n
- Is a scrap location –<\/strong> Tick this box to allow using this location to put scrapped or damaged goods<\/li>\n\n\n\n
- Is a return location –<\/strong>Tick this box to allow using this location as a return location<\/li>\n\n\n\n
- Localization –<\/strong> Optimal localization details for information purpose only<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n7. Manage Chart of Accounts<\/h3>\n\n\n\n
The Chart of Accounts (COA)<\/strong> is the list of all the accounts used to record financial transactions in the general ledger of an organization. Every financial transaction (e.g. a payment, an invoice) impacts accounts by moving value from one account (credit) to another account (debit).<\/p>\n\n\n\n
Go to Invoicing \u2192 Click on Configuration \u2192 Under Accounting, Select Chart of Accounts<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Chart-Of-AccountsCOA.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create <\/strong>– <\/strong>Click on create button to create a new Chart of Accounts<\/li>\n\n\n\n
- Name <\/strong>– <\/strong>Enter the name to indicate the account purpose<\/li>\n\n\n\n
- Type <\/strong>– Select the account type from the list. You can use the details provided on the right side of the window to select the correct type<\/li>\n\n\n\n
- Allow Reconciliation <\/strong>– <\/strong>If checked, this account is used for Invoice and payment matching and reconciliation<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n8. Manage Taxes<\/h3>\n\n\n\n
As part of your Fiscal Localization Package<\/strong>, most of your country\u2019s sales taxes are already configured on your database. However, only a few of them are activated by default, so that you can activate only the ones relevant for your business.<\/p>\n\n\n\n
Go to Invoicing \u2192 Click on Configuration \u2192 Under Accounting, Select Taxes<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Taxes.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create <\/strong>– Click on create button to create Taxes<\/li>\n\n\n\n
- Tax Name <\/strong>– Enter tax name as you want to display it for backend users<\/li>\n\n\n\n
- Tax Scope <\/strong>– Where to use this tax. If you select \u2018None\u2019, you can only use this tax with other tax group<\/li>\n\n\n\n
- Tax Computation <\/strong>– <\/strong>Select a tax computation method. Example-Group of Taxes, Fixed, Percentage of price<\/li>\n\n\n\n
- Included in Price <\/strong>– <\/strong>With this option activated, the total (including the tax) equals the Sales Price<\/strong><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n9. Manage Bank Accounts<\/h3>\n\n\n\n
You can manage as many Bank Accounts<\/strong> as needed on your database. Configuring them well allows you to make sure that all your banking data is up-to-date and ready for the reconciliation with your Journal Entries<\/em>.<\/p>\n\n\n\n
Go to Invoicing \u2192 Click on Configuration \u2192 Under Accounting, Select Bank Accounts<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Bank-Accounts-1024x640.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create <\/strong>– Click on create button to create a Bank Account<\/li>\n\n\n\n
- Account Number <\/strong>– Enter the bank account number<\/li>\n\n\n\n
- Bank <\/strong>– Create\/Select the bank from list of banks<\/li>\n\n\n\n
- Debit method<\/strong> – Debit method is the method of collecting money<\/li>\n\n\n\n
- Payment method<\/strong> – Payment method is the method for sending money<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n10. Manage Payment Terms<\/h3>\n\n\n\n
Payment Terms specify all the conditions under which a sale is paid, mostly to ensure customers pay their invoices correctly and on time. Payment terms can be applied to sales orders, customer invoices, supplier bills, and contacts.<\/p>\n\n\n\n
Go to Invoicing \u2192 Click on Configuration \u2192 Under Management, Select Payment Terms<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Payment-Terms.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create <\/strong>– Click on create button to create a payment term<\/li>\n\n\n\n
- Payment Terms <\/strong>– Enter the name of the payment term<\/li>\n\n\n\n
- Number of days <\/strong>– Enter the number of days in which the payment has to be paid after the date of invoice<\/li>\n<\/ul>\n\n\n\n
<\/p>\n<\/div><\/div>\n\n\n\n
\n11. Manage Currencies<\/h3>\n\n\n\n
Choosing to use the multi-currency option in ERP will allow you to send sales invoices, quotes and purchase orders or receive bills and payments in currencies other than your own. With multi-currency, you can also set up bank accounts in other currencies and run reports on your foreign currency activities.<\/p>\n\n\n\n
Go to Invoicing \u2192 Click on Configuration menu \u2192 Under Accounting, Select Currencies<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Currencies.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create –<\/strong> Click on create button to create a currency<\/li>\n\n\n\n
- Currency <\/strong>– Enter the currency code<\/li>\n\n\n\n
- Currency Rate <\/strong>– Enter the currency rate<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n12. Sequence Configuration<\/h3>\n\n\n\n
Go to Settings \u2192 Click on Technical menu \u2192 Under Operating Unit Sequences, Select Unit Sequence<\/strong> <\/strong><\/p>\n\n\n\n
Now the Operating Units are loaded. <\/p>\n\n\n\n
Select an Operating Unit \u2192 Choose a document type \u2192 Select Sequence<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Sequence-Configuration.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Create <\/strong>– Click on create button to create a unit sequence<\/li>\n\n\n\n
- Prefix <\/strong>– Enter the prefix, which should display at the beginning of the document number<\/li>\n\n\n\n
- Suffix <\/strong>– Enter the prefix, which should display at the end of the document number<\/li>\n\n\n\n
- Step <\/strong>– Enter the step size from which the document should generate automatically<\/li>\n<\/ul>\n\n\n\n
<\/p>\n<\/div><\/div>\n\n\n\n
\n13. Manage Agents<\/h3>\n\n\n\n
Allows you to give the Commission to an Agent and also keep track of that Commission record.<\/p>\n\n\n\n
Go to Purchase \u2192 Click on Control menu \u2192 Select Agents<\/strong><\/strong><\/p>\n\n\n\n
![\"\"](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2022\/01\/Ricetrading-ERP-Master-Management-Manage-Agents-1024x640.jpg\")
<\/figure>\n\n\n\nField Description<\/strong><\/p>\n\n\n\n
- \n
- Agent Name <\/strong><\/strong>– Enter the agent name<\/li>\n\n\n\n
- Address <\/strong><\/strong>– Enter the agent address<\/li>\n\n\n\n
- Partner Type <\/strong><\/strong>– Select the type of the customer. Example \u2013 B2B, B2C, etc<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
\n14. Manage Customer<\/h3>\n\n\n\n
In Odoo ERP both the customer and vendor are collectively called partners, so there is no separate form for creating a customer and vendor. You can create a customer profile from multiple points of Odoo ERP.<\/p>\n\n\n\n
- Address <\/strong><\/strong>– Enter the agent address<\/li>\n\n\n\n
- Prefix <\/strong>– Enter the prefix, which should display at the beginning of the document number<\/li>\n\n\n\n
- Currency <\/strong>– Enter the currency code<\/li>\n\n\n\n
- Payment Terms <\/strong>– Enter the name of the payment term<\/li>\n\n\n\n
- Account Number <\/strong>– Enter the bank account number<\/li>\n\n\n\n
- Tax Name <\/strong>– Enter tax name as you want to display it for backend users<\/li>\n\n\n\n
- Name <\/strong>– <\/strong>Enter the name to indicate the account purpose<\/li>\n\n\n\n
- Location –<\/strong> Enter the name of the location<\/li>\n\n\n\n
- Warehouse <\/strong>– Enter the name of the warehouse<\/li>\n\n\n\n
- Application <\/strong>– <\/strong>Application defines the name of the application<\/li>\n\n\n\n
- Name <\/strong>– <\/strong>Enter the name and e-mail ID of the user<\/li>\n\n\n\n
- Address – <\/strong>Enter the address of the company<\/li>\n\n\n\n
- Password<\/strong> – Enter the Login Password<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
- User<\/strong> – Enter the Login User ID<\/li>\n\n\n\n