Table of Content

Introduction

  1. Introduction
  2. Target Audience
  3. Structure of the book

Using the interface

  1. The interface
    1. The first connection
    2. The login screen
    3. The main window
    4. Inside the window
    5. The shortcuts
    6. The tabs
    7. Using forms
    8. The fields
    9. The icons
    10. The menubar
    11. The requests
  2. Recurring concepts
    1. The search window
    2. The trees
    3. Sequences
    4. Views and filters
    5. Editable lists
    6. Right click navigtion

Initial Setup

  1. Company
  2. Users
  3. Groups
  4. Roles
  5. Security and Access Controls
  6. Actions

Functional Modules

  1. CRM
    1. The partners
    2. Case tracking
    3. The partner events
    4. Configuration of the CRM
    5. CRM data sheet

  2. Cases and requests tracking (since v3.5.0)
    1. Introduction
    2. Tracking a case
    3. Defining Rules
    4. The email gateway
    5. Cases data sheet

  3. Accounting and financial
    1. Management of the account chart
    2. Managementof the journals
    3. Tracking of the invoices
    4. Creating entries
    5. Periodical processing
    6. The account workflow
    7. The budgets
    8. Analytic accounting
    9. Configuration of the module
    10. Accounting data sheet

  4. Human Ressources
    1. Introduction
    2. Management by business
    3. Sign in/out system
    4. Human Ressources data sheet

  5. The products
    1. Products Categories
    2. The product form
    3. Pricelists

  6. Inventory Control
    1. Introduction
    2. The base functions
      1. The picking list
      2. The stock moves
      3. Lots transferts
      4. Localisation of products
      5. State of the inventory
      6. The inventories
    3. Traceability
    4. Accounting integration
    5. Accounting configuration

  7. Purchases
    1. The purchase workflow
    2. Purchase orders
    3. The procurements forms
      1. The frocurement workflow
      2. The scheduler
      3. The orderpoint rules
    4. Purchase data sheet

  8. Sales Management
    1. The sale workflow
    2. Pre-sale actions
    3. Creating a proposal
    4. Managing deliveries
    5. Sales configuration
    6. Sales data sheet

  9. Production and manufacturing
    1. The production workflow
    2. Bill of materials
    3. Routings
    4. The production orders
    5. Tracking of productions
    6. Production data sheet

  10. Project management
    1. Defining a project
    2. The tasks
    3. Project management
    4. Project data sheet

  11. Marketing Operation
    1. The marketing flow
    2. Defining a campaign
    3. Tracking prospects
    4. Marketing data sheet

  12. e-Commerce Integration
    1. The e-Commerce workflow
    2. Installation
    3. Using the Joomla interface
    4. eCommerce data sheet

  13. System administration
    1. The users, groups and roles
    2. Rights management
    3. Sequences configuration
    4. Audit trail facility

The Tiny ERP project

  1. The differents actors
  2. Optionnal modules
  3. The economical model

Setting up Tiny ERP

  1. Installation
    1. Install on Windows
    2. Install on Linux, Debian
  2. Configuration
  3. Importation of data

Conclusions

Greetings