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OpenERP 6.1 中文手册连载



  •     OpenERP6.1中文手册已全部翻译完成,并经过了初步的完善,现已整理成书,分上、下册提供给各位同学。<br />原参与者单册按成本价50元另加快递费(整套100元加快递费),非参与者按单册150元含快递费(整套300元含快递费)。<br />    欢迎有兴趣参与手册完善的朋友可加入OpenERP-手册群(235932676),对完成的手册进行再次完善。<br />    自9月20日起,手册群将免费举办OpenERP6.1中文手册讲座。



  •     OpenERP6.1中文手册已全部翻译完成,并经过了初步的完善,现已整理成书,分上、下册提供给各位同学。<br />原参与者单册按成本价50元另加快递费(整套100元加快递费),非参与者按单册150元含快递费(整套300元含快递费)。<br />    欢迎有兴趣参与手册完善的朋友可加入OpenERP-手册群(235932676),对完成的手册进行再次完善。<br />    自9月20日起,手册群将免费举办OpenERP6.1中文手册讲座。


  • 管理员

    感谢“粉刷匠”的贡献。<br />用下面的方式可以更方便的获取官方文档的源码。你先要安装bzr版本工具,然后从launchpad上检出或克隆文档分支:http://bazaar.launchpad.net/~openerp-community/openobject-doc/6.0/<br /><br />文档源码用的是[url=http://docutils.sourceforge.net/docs/user/rst/quickstart.html]reStructuredText[/url]格式的文本文件,你可以用任何文本编辑器打开并修改,如果你的系统中安装了[url=http://sphinx.pocoo.org/]Sphinx[/url], 就可以直接生成与官方文档网站一致的HTML或可以生成pdf(经过latex)<br />



  • openerp-book-v6.pdf 第3页<br />CONTENTS 目录<br />I Foreword 前言 . . . . . . . . . . . . . . . . . . . .  . . . . . . . . . . . . . . . . . . . . . . .  . . . . . . . . . . . . .9<br />1 Open Source software at the Service of Management 管理领域的开源软件. . . . . . . . . . .  13 <br />2 The OpenERP Solution  关于OpenERP的解决方案. . . .. . . . .  . . . . . . . . . . . . . . . . . . . . 15 <br />  2.1 Why this book? 为何要写这本书 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..15 <br />  2.2 Who is it for? 这本书的适合读者. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 16 <br />3 Structure of this book本书的结构.. .. .. . . . . .. . . . . .. . . . . .. . . . . .. . . . .. . . . .  . . . . .. . .17 <br />4 Dedication 贡献者 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  19 <br />II First steps with  OpenERP 应用的OpenERP的第一步  . . . . . . . . . . . .. . . . . . . . . . . . . . .21 <br />5 Subscribe & Start同意并开始<br />6 Installation and Initial Setup 安装和初始设置 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 27 <br />      6.1 The architecture of OpenERP 关于OpenERP的结构 . . . . . . .. . . . . . . . . . . . . . . . 28 <br />      6.2 The installation of OpenERP 关于OpenERP的安装 . . . . . . . . . . . . . . . . . . . .. . . . 29 <br />      6.3 Database Creation  创建数据库. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 <br />      6.4 New OpenERP functionality  关于OpenERP 的新功能 . . . . . . . . . . . . . . . . . . . . .. 42 <br />7 Guided Tour概览 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 <br />7.1 Database creation  创建数据库 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 <br />7.2 To connect to OpenERP 连接到OpenERP  .  . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 46 <br />7.3 Installing new functionality 安装新功能 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 <br />7.4 What’s new in OpenERP 关于OpenERP 的新变化. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56<br />7.5 Getting started with OpenERP 关于OpenERP 入门指南.  . . . . . . . . . . . . . . . . . . . . . . .58 <br />8 How does it apply to your Business? 如何在你的商业中应用OpenERP . . . . . . . . . . . . . . . 71 <br />8.1 Business Example 商业案例. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 <br />8.2 Basic Settings 基本设置. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 <br />8.3 Get your Database Up and Running with Demo Data  设置并使用演示数据库 . . . . . . . . 72 <br />8.4 Fit your Needs 个性化修改. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 <br />8.5 Database setup 数据库安装 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 <br />8.6 Driving a Purchase / Sales Flow 一个采购/销售流程. . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 <br /><br />III    Boost your Sales & Deliver Great Services 促进你的销售并且提供更好的服务<br />9 Tracking Leads & Opportunities  保持领先和机遇 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 <br />9.1 What is in it for you? 在OpenERP中哪些适合你 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93<br />10 Keep track of your Customers & Suppliers 与你的客户和供应商保持联系 . . . . . . . . . . .  107 <br /><br /><br /><br />3



  • 大家帮忙看一下,尤其是财务部分,我对会计一窍不通。<br />openerp-book-v6.pdf 第4页<br />10.1 Organize your Partners 组织你的合作伙伴 . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 107 <br />10.2 Advanced Customer Relations 高级客户关系 . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 110 <br />10.3 Helpdesk Calendars 桌面帮助日历. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 <br />10.4 Analyzing Performance 业绩分析. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 <br />10.5 Automating actions using rules按规则自动执行  . . . . . . . . . . . . . . . . . . . . . . . . . .. 113 <br />10.6 Using the e-mail gateway 使用电子邮件网关. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 <br />10.7 Supplier relationship management供应商关系管理. . . . . . . . . . . . . . . . . . . . . . . .117 <br />10.8 Profiling 文件设置. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 <br />11 Communication Tools  沟通工具    . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121 <br />11.1 Microsoft Outlook interface 微软Outlook界面 . . . . . . . . . . . . . . . . . . . . . . . . . 121 <br />11.2 Mozilla Thunderbird interface 关于Mozilla Thunderbird 界面 . . . . . . . . . . . . . 125 <br />11.3 Marketing Campaigns . 营销活动      . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 <br />IV  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  135 <br />Manage your Books 帐簿管理Invoicing<br />12 How to keep track of your Invoicing & Payments  跟踪你的发票和支付. . . . . . . .  139 <br />12.1 Invoicing Workflow发票流程 . . . . . . . . . . . . . . . . . . . . . . .  . .. . . . . . . . . . . . . . . . . . 139 <br />13 From Invoice to Payment  从发票到支付 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145 <br />13.1 Accounting Workflow and Automatic Invoice Creation 会计流程和自动生成发票. . .145 <br />13.2 Invoices 发票. . . . . . . . . . . . . . . . . . . . . . . .  . . . . . . . . . . . . . . . . . . . . . . . . . . .147 <br />13.3 Accounting Entries 会计分录. . . . . . . . . . . . . . . . . .  . . . . . . . . . . . . . . . . . . . . . . . .. 155 <br />13.4 Payment Management 支付管理. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 <br />14 Financial Analysis 财务分析 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 <br />14.1 Reporting 报表. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 <br />14.2 Statutory Taxes and Chart of accounts 会计科目表. . . . . . . . . . . . . . . . . . . . . 169 <br />14.3 Company Financial Analysis 公司财务分析. . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 <br />15 Configuring Accounts from A to Z  设置账目.  . . . . . . . . . . . . . . . . . . . . . .. . . . 181 <br />15.1 Chart of Accounts账目表 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  181<br />15.2 Journals 流水帐. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 <br />15.3 Periods and Financial Years 日期和财务年 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 185 <br />15.4 Payment Terms 付款条件. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186 <br />15.5 Opening Entries开帐分录 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 <br />V Effective Management of Operations  经营管理的有效性.  . . . . . . . . . . . . . . . .. . . . 189 <br />16 Analytic Accounts 账目分析. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . . 193 <br />16.1 To each enterprise its own Analytic Chart of Accounts 每个单位的账目表分析 . . . 194 <br />16.2 Putting Analytic Accounts in Place 合理使用账目分析 . .  . .. . . . . . . . . . . . . . . . . 198 <br />16.3 Analytic Entries分录分析 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200 <br />16.4 Financial Analysis 财务分析. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 <br />17 Lead & Inspire your People 领导并激励你的员工. . . . . .  . . .. . . . . . . . . . . . . . . . . 209 <br />17.1 Managing Human Resources 人力资源管理. . . . . . . . . . . . . . . . . . . . . . . . . . . 209 <br />17.2 Timesheets 时间表. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 <br />17.3 Keeping Track of Expenses跟踪你的花费 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 <br />17.4 Hire New People 招聘新员工. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221 <br />17.5 Inspire your People 员工激励. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 <br />18 Deliver Quality Services 提供优质服务 .  . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 225 <br />18.1 Managing Service Contracts 管理劳务合同.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 <br />19 Drive your Projects 推进你的项目 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 <br />19.1 Project Management 项目管理. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 <br />4



  •       openerp-book-v6.pdf的第11页 <br />      Information Systems have played an increasingly visible role over the past several years in improving the competitiveness of business. More than just tools for handling repetitive tasks, they are used to guide and advance all of a company’s‘ daily activities. Integrated management software is today very often a key source of significant competitive advantage. 信息系统在近几年的商业竞争中发挥了日益明显的作用。不仅仅是一个处理重复性工作的工具,信息系统被用来指导和推动一个公司的日常活动。集成管理软件在今天是一个在竟争中取得优势的重要源泉。<br />The standard response to a need for responsiveness, reliability, and rapidly increasing expectations is to create an <br /> organization based on departments with a clear linear structure, integrated around your operating processes. To increase efficiency amongst salespeople, accountants, logistics staff and everyone else you should have a common understanding of your problems. 对于需要热情、可靠和快速增长的需求,一般做法是建立一个基于用线性链接的多个部门的组织。如何提高销售员、会计、后勤人员和其他所有人员的效率,是必须面临而且应该有清醒认识的共同问题。<br />      For this you need a common language for shared references, policies and communication. An ERP (Enterprise Resource Planning) system provides the ideal platform for this common reference point. 为此你需要一个用来分享背景资料、策略和讯息的公用语言。ERP(企业资源计划)提供了一个理想的共同参考点<br /><br /><br />



  • openerp-book-v6.pdf 第4页<br />19.2 Long Term Project Planning 长期项目计划. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234 <br />19.3 Planning to Improve Leadership 改善领导力的计划. . . . . . . . . . . . . . . . . . . . . . . . 236 <br />19.4 The Art of Productivity without Stress 轻松实现生产的艺术 . . . . . . . . . . . . . . . . . 239 <br />VI <br />Manage your Warehouse and Get your Manufacturing done 管理你的仓库并且实现生产<br />  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .243 <br />20 Your Warehouse 你的仓库. . . . . . . . . . . . . . . . . . . . . 247 <br />20.1 Understanding Double-Entry Stock Management理解复式库存管理. . . . . . . . . . 248 <br />20.2 From Supplier to Customer 供应商与客户 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250 <br />20.3 Stocks 库存. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 <br />20.4 Basic Logistics Configuration 基本的物流配置. . . . . . . . . . . . . . . . . . . . . . . 262 <br />20.5 Logistics Configuration in a Multi-Company Environment 多公司环境下的物流配置 268 <br />20.6 Import / Export导入/导出 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272 <br />20.7 Warehouses 仓库 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 <br />20.8 Scheduling 安排. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277 <br />20.9 Management of Lots and Traceability批次和可追溯性管理 . . . . . . . . . . . . . . 279 <br />20.10 Management by Journal 流水帐管理 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282 <br />20.11 Advanced Elements of Stock Management 库存管理的高级功能. . . . . . . . 284 <br />21 Manufacturing 制造. . . . . . . . . . . . . . . . . . . . . 293 <br />21.1 Management of production 生产管理.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293 <br />21.2 Bills of Materials 物料清单. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294 <br />21.3 Multi-level Bills of Materials 多级物料清单 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297 <br />21.4 Manufacturing 制造. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301 <br />21.5 Workflow for complete production生产的完整工作流程  . . . . . . . . . . . . . . . . . 302 <br />  21.6 Production order in detail 详细的生产单 . . . . . . . . . . . . . . . . . . . . . . . . . . . 308 <br />  21.7 Scheduling安排. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310 <br />  21.8 Calculation of lead times 交货时间的计算 . . . . . . . . . . . . . . . . . . . . . . . . . . . 310 <br />  21.9 Operations功能 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312 <br />  21.10 Events and barcodes 事件和条形码 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317 <br />  21.11 Treatment of exceptions 特殊情况的处理 . . . . . . . . . . . . . . . . . . . . . . . . . . . 319 <br />  21.12 Manual procurement人工采购 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320 <br />  21.13 Management of waste products and secondary products 废品和次品的管理. . 321 <br />  21.14 Management of repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322 <br />VII  Manage your Business 你的商业管理. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327 <br />22 Driving your Sales 促进你的销售. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331 <br />22.1 Sales Quotations 销售报价. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . . 331 <br />22.2 Packaging 包装. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335 <br />22.3 Alerts 警告. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336 <br />22.4 Control Deliveries and Invoicing 交货和发票控制. . . . . . . . . . . . . . . . . . . . . . . . 338 <br />22.5 Management of Carriers 运输管理. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339 <br />22.6 Keep Track of your Margins上下限跟踪 . . .. . . . . . . . . . . . . . . . . . . . . . . . . .  . 341 <br />22.7 Pricing Policies 价格策略. . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  .  344<br />22.8 Rebates at the End of a Campaign活动结束后的折扣. . . . . . . . . . . . . . . . . . . . . 350 <br />22.9 Open Orders 下订单. . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . 351 <br />22.10 Layout Templates 外观模板 . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . . .  352 <br />23 Driving your Purchases 采购控制. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355 <br />23.1 All the Elements of a Complete Workflow 完整工作流程的所有要素. .  . . . . . . . . . 355 <br />  23.2 Purchase Analysis 采购分析. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .363 <br />  23.3 Analytic Accounts 流水帐 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364 <br />



  • OpenERP6.0手册的目录部分已全部完成<br />详见:[url=http://blog.sina.com.cn/s/blog_7cb52fa80100xtlb.html]http://blog.sina.com.cn/s/blog_7cb52fa80100xtlb.html[/url]<br />欢迎大家提宝贵建议!



  • 原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br /><br />CHAPTER THREE 第三章<br /><br />STRUCTURE OF THIS BOOK 这本书的结构<br /><br />Part One, First steps with OpenERP, starts with the installation of OpenERP. If you have already installed Open- ERP you can directly take your first steps on a guided tour in the Guided Tour chapter. If you are already familiar with OpenERP or Tiny ERP you can use the How does it apply to your Business? chapter to find out how to create a new workflow from scratch in an empty database with nothing to distract you. Or you can skip directly to the Keep track of your Customers & Suppliers chapter in the Boost your Sales & Deliver Great Services part, to start with details of OpenERP’s functional modules. 第一部分,《第一次接触OpenERP》,从安装OpenERP开始。如果你已经安装了OpenERP,你可以直接从《浏览指南》一章开始。如果你已经对 OpenERP或 Tiny ERP比较熟悉,你可以直接到《如何应用到你的商业》一章,看看如何从一个不受演示数据影响的空的数据库开始创建一个工作流。或者你可以跳到《驱动你的销售、提供出色的服务》部分的《与你的客户和供应商保持联系》一章,从OpenERP的各个功能模块的详细介绍开始。<br /><br />Part Two, Boost your Sales & Deliver Great Services, deals with Supplier and Customer Relationship Management (SRM & CRM). You will find the elements necessary for managing an efficient sales department there, and automating tasks to monitor performance. 第二部分,《驱动你的销售、提供出色的服务》,学习供应商和客户关系管理(SRM和CRM)。你可以找到关于管理一个高效的销售部门的要素,和通过自动任务来监控业绩。<br /><br />Part Three, Manage your Books, is devoted to general accounting and its key role in the management of the whole enterprise. 第三部分,《处理你的账簿》,用来处理你的通用会计和它在整个企业管理中关键点。<br /><br />Part Four, Effective Management of Operations, handles all the operational functions of enterprise management: Human Resources for managing projects, through financial analyses supplied by analytic (or cost) accounts. You will see how using OpenERP can help you optimize your leadership of an enterprise. 第四部分,《有效的管理措施》,处理所有的在企业管理中的可选功能:为项目管理配置人力资源,从财务凭证进行财务分析。你可以看到使用OpenERP如何帮助你优化你在企业中的领导力。<br /><br />Part Five, Manage your Warehouse and Get your Manufacturing done, describes the physical movement of Stocks and their Manufacturing (the transformation or products and services into other products). 第五部分,《管理你的库存和完成生产》,描述库存的物理移动和生产(产品的变化或产品和服务转化为其它产品)。<br /><br />Part Six, Manage your Business, deals with Purchasing and Selling goods and services. 第六部分,《管理你的商业》,处理采购和销售货物或服务。<br /><br />Part Seven, Process and Document Management, is focused on the Process description and Documentation & Knowledge handling that OpenERP manages. 第七部分,《流程和文档管理》,集中描述OpenERP管理的流程描述和文档、知识处理。<br /><br />Finally Part Eight, System Administration and Implementation, structured in two chapters, explains first how to administer and configure OpenERP, then provides a methodology for implementing OpenERP in your entreprise. 最后的第八部分,《系统管理和实施》,被分为两章,首先解释如何管理和设置OpenERP,然后为在你的企业中实施OpenERP提供了一个方法。<br />        OpenERP 手册 第17页<br /><br />原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br />



  • 原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br /><br />CHAPTER THREE 第三章<br /><br />STRUCTURE OF THIS BOOK 这本书的结构<br /><br />Part One, First steps with OpenERP, starts with the installation of OpenERP. If you have already installed Open- ERP you can directly take your first steps on a guided tour in the Guided Tour chapter. If you are already familiar with OpenERP or Tiny ERP you can use the How does it apply to your Business? chapter to find out how to create a new workflow from scratch in an empty database with nothing to distract you. Or you can skip directly to the Keep track of your Customers & Suppliers chapter in the Boost your Sales & Deliver Great Services part, to start with details of OpenERP’s functional modules. 第一部分,《第一次接触OpenERP》,从安装OpenERP开始。如果你已经安装了OpenERP,你可以直接从《浏览指南》一章开始。如果你已经对 OpenERP或 Tiny ERP比较熟悉,你可以直接到《如何应用到你的商业》一章,看看如何从一个不受演示数据影响的空的数据库开始创建一个工作流。或者你可以跳到《驱动你的销售、提供出色的服务》部分的《与你的客户和供应商保持联系》一章,从OpenERP的各个功能模块的详细介绍开始。<br /><br />Part Two, Boost your Sales & Deliver Great Services, deals with Supplier and Customer Relationship Management (SRM & CRM). You will find the elements necessary for managing an efficient sales department there, and automating tasks to monitor performance. 第二部分,《驱动你的销售、提供出色的服务》,学习供应商和客户关系管理(SRM和CRM)。你可以找到关于管理一个高效的销售部门的要素,和通过自动任务来监控业绩。<br /><br />Part Three, Manage your Books, is devoted to general accounting and its key role in the management of the whole enterprise. 第三部分,《处理你的账簿》,用来处理你的通用会计和它在整个企业管理中关键点。<br /><br />Part Four, Effective Management of Operations, handles all the operational functions of enterprise management: Human Resources for managing projects, through financial analyses supplied by analytic (or cost) accounts. You will see how using OpenERP can help you optimize your leadership of an enterprise. 第四部分,《有效的管理措施》,处理所有的在企业管理中的可选功能:为项目管理配置人力资源,从财务凭证进行财务分析。你可以看到使用OpenERP如何帮助你优化你在企业中的领导力。<br /><br />Part Five, Manage your Warehouse and Get your Manufacturing done, describes the physical movement of Stocks and their Manufacturing (the transformation or products and services into other products). 第五部分,《管理你的库存和完成生产》,描述库存的物理移动和生产(产品的变化或产品和服务转化为其它产品)。<br /><br />Part Six, Manage your Business, deals with Purchasing and Selling goods and services. 第六部分,《管理你的商业》,处理采购和销售货物或服务。<br /><br />Part Seven, Process and Document Management, is focused on the Process description and Documentation & Knowledge handling that OpenERP manages. 第七部分,《流程和文档管理》,集中描述OpenERP管理的流程描述和文档、知识处理。<br /><br />Finally Part Eight, System Administration and Implementation, structured in two chapters, explains first how to administer and configure OpenERP, then provides a methodology for implementing OpenERP in your entreprise. 最后的第八部分,《系统管理和实施》,被分为两章,首先解释如何管理和设置OpenERP,然后为在你的企业中实施OpenERP提供了一个方法。<br />        OpenERP 手册 第17页<br /><br />Note: About the authors 附注:关于作者<br /><br />Fabien Pinckaers<br /><br />Fabien Pinckaers was only eighteen years old when he started his first company. Today, over ten years later, he has founded and managed several new technology companies, all based on Free / Open Source software. Fabien Pinckaers开始建立他的第一个公司时只有18岁。现在,十年过去了,他已经建立并管理着好几个新技术公司,这些公司都基于免费/开源软件。<br /><br />He originated Tiny ERP, now OpenERP, and is the director of two companies including Tiny sprl, the editor of Open ERP. In three years he has grown the Tiny group from one to sixty-five employees without loans or external fund-raising, and while making a profit.他创建了Tiny ERP,现在叫作 OpenERP,他现在是两个公司的顾问(包括Tiny sprl,OpenERP的编辑)。三年中,在没有贷款和筹集资金的情况下,通过创造利润,Tiny 公司从1名发展到65名员工。<br /><br />He has also developed several large scale projects, such as Auction-in-Europe.com, which become the leader in the art market in Belgium. Even today people sell more art works there than on ebay.be. 他还发展了几个大的项目,比如 Auction-in-Europe.com,现在是意大利在艺术品市场的领导者。在现在,人名在那里销售的艺术品仍多于 ebay.be。<br /><br />He is also the founder of the LUG (Linux User Group) of Louvain-la-Neuve, and of several free projects like OpenReport, OpenStuff and Tiny Report. Educated as a civil engineer (polytechnic), he has won several IT prizes in Europe such as Wired and l’Inscene. 他还是Louvain-la-Neuve的Linux使用者组织的创建者,几个免费项目如开放报表、开放员工和Tiny报表。作为一个国内的工程师(polytechnic),他在欧洲获得了好几个信息技术奖金,例如 Wired and l’Inscene。<br /><br />A fierce defender of free software in the enterprise, he is in constant demand as a conference speaker and he is the author of numerous articles dealing with free software in the management of the enterprise. 一个在企业中激进的免费软件的护道者,他经常被要求作为会议发言人并且他是几个关于企业管理免费软件的论文作者。<br /><br />Follow Fabien on his blog http://fptiny.blogspot.com/ or on twitter fpopenerp. 其他信息见他的博客http://fptiny.blogspot.com/ 或 twitter fpopenerp。<br /><br />Geoff Gardiner<br /><br />Geoff has held posts as director of services and of IT systems for international companies and in manufacturing. Geoff 作为国际公司和制造方面的信息技术系统和服务的顾问。<br /><br />He was Senior Industrial Research Fellow at Cambridge University’s Institute for Manufacturing where he focused on innovation processes. 他是剑桥大学制造工业研究的硕士,在那里,他集中于工艺创新。<br /><br />He founded Seath Solutions Ltd (http://www.seathsolutions.com/) to provide services in the use of Open Source software, particularly Open ERP, for business management. 他创建了Seath Solutions Ltd (http://www.seathsolutions.com/)以提供关于使用开源商业管理软件特别是OpenERP的服务。<br /><br />Author of articles and books focusing on the processes and technology of innovation, Geoff is also an active contributor to the Open ERP project. He holds an MBA from Cranfield School of Management and an MA in Engineering and Electrical Sciences from Trinity Hall, Cambridge. He is a member of the Institution of Engineering and Technology and of the Society of Authors.他是关于工艺和技术创新杂志和书籍的作家 ,他在 Cranfield 管理学校获得了工商管理硕士,在剑桥大学Trinity学院获得了工程和电子技术的博士。他是工程和技术学院以及社会作家的会员。<br /><br />Having observed, suffered, and led process implementation projects in various organizations, he has many thoughts to share on the successful adoption of an effective management automation tool. 通过观察、艰苦努力和在不同的组织领导进行项目实施,他有很多关于成功有效实施管理自动化工具的想法来与大家分享。<br /><br />Els Van Vossel<br /><br />Els Van Vossel always had a dedication to both written and spoken word. Clear and explicite communication is crucial. Els Van Vossel 致力于文字和口语词汇,清晰的沟通是关键的。<br /><br />Educated as a Professional Translator in Antwerp, she worked as an independent translator on the localization of major ERP softwares. Els acquired ERP knowledge and decided to start working as a functional ERP consultant and a Technical Communicator for ERP software. 在AntwERP公司作为一个专业的翻译,她作为一个独立的翻译员,其工作主要是ERP软件的本地化。她具备ERP知识并且决定作为一个ERP功能咨询师和一个ERP软件技术沟通员。<br /><br />As such, the world of OpenSource software became more and more attractive. She started working with OpenERP software in her free time and doing so, Els really wanted to meet Fabien Pinckaers to share thoughts about documentation and training strategy. At a Partner Meeting she heard Fabien was looking for someone to manage the trainings & documentation. This was absolutely an opportunity to be qualified, and now Els is the OpenERP Training Program Manager and in this job responsible for the worldwide training and certification program of OpenERP. 这样,开源软件的世界变得越来越具有吸引力。她一开始利用其业余时间为OpenERP软件工作。她真的想与 Fabien Pinckaers会面来共享其关于文档和培训策略的想法。在一个合作伙伴会议上,她听说 Fabien正在找一个人负责培训和文档管理。这确实一个绝对有资格的好消息,现在她是OpenERP培训和认证计划主管,在这个工作中,负责全世界的OpenERP培训和认证计划。<br /><br />Being an author of several Software Manuals, it is a great challenge to work on the OpenERP documentation and continuously take it to a higher level. Please note that this is a hell of a job, but Els finds great pleasure in doing it! 作为好几个软件的手册作者,负责OpenERP文档并且不断的提升其水平是一个挑战。请注意这是一个非常有难度的工作,但是Els 在其中获得了极大的满足。<br /><br />Follow Els on her blog http://training-openerp.blogspot.com/ or on twitter elsvanvossel. Els 的博客为http://training-openerp.blogspot.com/或其 推特elsvanvossel。<br /><br />OpenERP 手册 第18页<br /><br />原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br />



  • 原文地址:http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html<br /><br />CHAPTER FOUR 第四章<br /><br />DEDICATION 献辞<br /><br /><br />From Geoff Gardiner<br /><br />My gratitude goes to my co-author, Fabien Pinckaers, for his vision and tenacity in developing Tiny ERP and OpenERP, and the team at OpenERP for its excellent work on this. 我感谢我的合作者, Fabien Pinckaers,为他的在发展Tiny ERP和OpenERP和OpenERP团队中的远见和才能。<br /><br />OpenERP relies on a philosophy of Open Source and on the technologies that have been developed and tuned over the years by numerous talented people. Their efforts are greatly appreciated.OpenERP存在于开源的理念和被许多优秀的人才经过多年开发的技术之上。OpenERP感谢他们的努力。<br /><br />Thanks also to my family for their encouragement, their tolerance and their constant presence. 另外要感谢我的家庭,因为他们的鼓励,他们的宽容和他们的持续的风度。<br /><br />From Els Van Vossel<br /><br />Thank you Fabien, for offering me the opportunity to work with OpenERP. Thanks to my documentation team for helping me to get a first V6.0.0 version of the documentation! In the near future, I dedicate myself to restructuring the documentation completely and manage to get a real Business-oriented version. For that, already in advance I thank the OpenERP team for their support. 谢谢 Fabien给了我与OpenERP一起工作的机会。谢谢我的文档团队,他们帮助我得到了V6.0.0文档的第一个版本。在不久的将来,我会重新构建这个文档并且得到一个真正的基于商业的版本。为了这个目标,我已经开始了。我感谢OpenERP团队的支持。<br /><br />From Fabien Pinckaers<br /><br />I address my thanks to all of the team at OpenERP for their hard work in preparing, translating and re-reading the book in its various forms. My particular thanks to Laurence Henrion and my family for supporting me throughout all this effort. 我感谢OpenERP团队的所有成员,感谢他们在准备、翻译和重新阅读以不同形式表现的书籍等方面的努力工作。我特别的感谢 Laurence Henrion和我的家人,感谢他们对我取得所有成果的过程的支持。<br /><br />OpenERP 手册 第19页<br /><br />原文地址:http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html<br />



  • 原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br /><br />Part II 第二部分<br /><br />First steps with OpenERP 关于OpenERP起步<br />      OpenERP 手册 第21页<br /><br />OpenERP 手册 第22页<br /><br />OpenERP is an impressive software system, being easy to use and yet providing great benefits in helping you manage your company. It is easy to install under both Windows and Linux compared to other enterprise-scale systems, and offers unmatched functionality. OpenERP是一个令人钦佩的软件系统,它易于使用,并且在帮助公司管理方面提供了很大的益处。相对于其它企业级系统,它在Windows和Linux两种系统中都可以方便的安装。并且提供了无可比拟的功能。<br /><br />The objective of this first part of the book is to help you start discovering OpenERP in practice. 这本书的第一部分的目标是使你能在实践中开始探索OpenERP。<br /><br />The first chapter, Installation and Initial Setup, gives detailed guidance for installing it. If you are not a system administrator, or if you have already installed OpenERP, or if you are planning to use an online SaaS provider, then you can skip this chapter and move straight to the next chapter, Guided Tour. There we take you on a step-by-step guided tour using the information in the demonstration database. 第一章,安装和初始设置,提供了详细的安装OpenERP的指导。如果你不是系统管理员,或你已经安装好了OpenERP,或你打算使用一个在线的SaaS 提供商,那么你就可以跳过此章并且直接跳到下一章,《浏览指导》,在那里,我们一步一步的指导你使用演示数据库中的信息完成浏览。<br /><br />If you have already used OpenERP (or Tiny ERP) a bit then you can move to the third chapter in this part of the book. In How does it apply to your Business? you can try out a real case, from scratch in a new database, by developing a complete business workflow that runs from purchase to sale of goods.如果你使用过OpenERP (或 Tiny ERP) ,那么你就可以跳到本书这部分的第三章。在《如何应用到你的商业》中,你能尝试一个真正的案例,通过开发一个从采购到销售货物的完整的商业工作流,来操作一个新建的数据库。<br /><br />Figure 4.1: Options for reading this part of the book 表 4.1:阅读本书此部分的选择<br />[img]http://s8.sinaimg.cn/middle/7cb52fa8g7892014016b7&690[/img]<br /><br />OpenERP应用指导和实施中文手册----第二部分 <wbr>OpenERP起步<br />        OpenERP 手册 第23页<br /><br />OpenERP 手册 第24页<br /><br />原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]



  • 原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br /><br />CHAPTER TWENTYTWO 第二十一章<br />DRIVING YOUR SALES 驱动你的销售<br />This chapter describes OpenERP’s sales management, following the complete sales order process from quotation to customer order, including the management of deliveries and invoicing. It does not look at customer relations and pre-sales, which are handled by the CRM (Customer Relationship Management) modules described in an earlier part of the book. 这章描述OpenERP的销售管理,从报价到客户订单的销售订单完整流程以及运输和发票。这儿没有包括客户关系和预销售,这些被CRM(客户关系)处理模块管理,在这本书的前面描述了这个模块。<br />It also describes the management of carriers, margin control and reporting, price management and the handling of various types of sales discount campaigns. 它也描述了承运人的管理,定金控制和报告,价格管理和不同类型的营销折扣。<br />For this chapter you should start with a fresh database that includes demonstration data, with sale and its dependencies installed and no particular chart of accounts configured. 学习本章,你应该从一个包含了演示数据新的并且安装了销售及其依赖模块、没有设置特殊的会计表的新数据库开始。<br />22.1 Sales Quotations销售报价<br />In OpenERP, a quotation and an order are handled by the same underlying object, but in different states. You can consider an order to be a quotation that has evolved because it has been confirmed by the customer. Or, conversely, that a quotation is an order that has not yet been validated or cancelled. All of the orders and quotations in the system can be reached using the menu Sales → Sales → Sales Orders.在OpenERP里,报价和订单被同一个后台对象处理,只是状态不同。你可以把订单理解为客户确认了的报价的引伸。或者说一个报价是一个没有被客户确认或取消的订单。所有的订单和报价在系统里能通过菜单    销售 → 销售 →  销售订单<br />To enter details of a new quotation, you can use the menu Sales → Sales → Sales Orders and then select New. 输入一个新的报价,你可以使用菜单 销售 → 销售 →  销售订单 并且选择新建<br />OpenERP then opens a new window so that you can enter data into a new blank quotation form. OpenERP打开一个新的窗口,你可以在一个新的空白的报价单上输入数据。<br />Figure 22.1: Data entry for a new quotation 表 22.1:一个新的报价的数据<br />OpenERP应用指导和实施中文手册----第二十一章 <wbr>驱动你的销售<br /><br />Some information is automatically specified by the system: 一些信息被系统指定<br />• an internal reference for the quotation or order, 一个内部的报价和订单的参考<br />        OpenERP 手册  第331页<br /><br />原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]



  • 原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br />• the sale point that the order will be delivered from, 订单被发运的销售点<br />• the order date, 订单日期<br />• the pricelist for the current sales order. 当前销售订单的价格表<br />You can modify any of that information before validating the quotation. The customer reference is shown in the header of the order. This optional field is for the customer’s own reference – if the customer does not supply one then just leave it empty. 在确认报价前你可以更改这些信息。客户参考被显示在订单的头部。这个可选的字段区是为了客户自己的参考-如果客户不能提供,就把这个字段空着。<br />You then enter all the data about the order in the Sales Order tab. Start by entering the customer name, selecting the correct customer from the list of customers in the system. You can create a new customer on the fly at this stage if necessary – press <F1> in the empty Customer field to do that.你可以在销售订单标签中录入关于订单的所有数据。一开始先录入客户名称,从一系列系统中的客户列表中选择正确的客户。如果必要你可以在空的客户字段区中按 <F1>键来创建一个新的客户。<br />Once the customer name has been selected, different fields of the order are completed automatically, based on the configuration of the partner form for that customer: 一但客户名称被选择了,订单的部分字段会自动被这个客户的设置中的相应信息填充。<br />• Ordering Contact : person handling the order at the customer end. By default, OpenERP proposes the Ordering Contact at the selected partner.订单联系人:在客户方面负责这个订单的人。OpenERP默认为所选择客户的订单联系人。 <br />• Shipping Address : address used on the delivery order. By default, OpenERP proposes the shipping address from the partner form. If nothing is defined in that slot, it uses the default address instead. 发运地址:在运输合同上使用的地址。OpenERP默认的发运地址从合作伙伴窗体中获得。<br />• Invoice Address : address used to send the invoice to the customer. By default, OpenERP proposes the address labelled Invoice from the partner form. If nothing is defined there, it uses the default address instead. 发票地址:用来寄送发票给客户的地址。OpenERP默认的发票地址从合作伙伴窗体中获得。<br />• Pricelist : will determine both the currency of the quotation and the price that will be used for each product. 价格表:选择的价格表决定了报价的货币类型和为每个产品使用的价格。<br />• Payment Term : available in the Other Information tab, it shows the payment method that the customer will follow, for example 30 Days End of Month. 付款条件:在其它信息标签中,它表明了顾客将遵循的付款方法,例如月底30天。<br />You can modify any of these fields on the order as you go. 在你操作时你可以更改订单的上述字段区。<br />You can also set an analytic account for your order. This account will be used during invoicing to generate accounting entries corresponding to the invoice automatically. This is extremely useful for assigning revenues to the project or case specified by this order. 你可以为你的订单设置一个核算科目。这个帐单核算科目将在根据发票自动生成凭证记录的过程中被使用。<br />Tip: Analytic Accounts 提示:核算科目<br />If you are managing by task, the analytic account to be selected is the one that corresponds to the project for the order. The sale carried out by the order can be allocated to the project so that profitability calculations can be made. 如果你通过任务来管理,被选择的核算科目与订单的项目相关联。通过订单完成的销售将被定位到项目,然后这个项目的利润就能被计算了。<br />Once the information has been entered, you can enter data for the order lines. To do that, create a new order line as shown in the figure Entering a new sales order line:一旦这些信息被输入后,你可以输入销售订单明细。 <br />        OpenERP 手册  第332页 <br /><br />原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]



  • 辛苦了... 说实在的... 我看到密密麻麻的字, 头就大了.... <br />不管如何 赞一个.....



  •         谢谢 mrshelly,我现在担心的是做重复劳动,因为毕竟还是外文的文档多,如果重复翻译,即别人已经翻译了,自己不知道,又翻译了一遍,这实际上是一种浪费。请大家及时提醒我这方面的信息,避免重复劳动。



  • 原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br />Figure 22.2: Entering a new sales order line 表 22.2:输入一个新的销售订单明细<br /><br />First of all, select the product that is to be sold to the customer. OpenERP shows some useful information in the list of products to help you during your sale: 首先,选择将出售给顾客的产品。OpenERP在产品列表中显示一些有用的信息以帮助你的销售工作。<br />• Real Stock : physically present in your warehouses. This value depends on the sale point selected in the order header. Different sale points can be linked to different warehouses, giving different stock levels, or can use the same warehouse.真实库存:在你的库房物理存在的库存。这个值依赖于你在订单头部选择的销售地点。不同的销售地点与不同的库房相关联,提供不同的库存水平,或使用同一个库房。 <br />• Virtual Stock : shows a salesperson the quantity that can be sold, taking into account both stock reserved for other orders and amounts that could arrive in the short term. 虚拟库存:显示给一个销售员可被售出的数量,既考虑到为其它订单保存的数量,同时也考虑到在短期内将增加的数量。<br />• Pricelist : (may not be shown, depending on the installed modules) depends on the conditions attached to the customer, calculated on the list price. This is the price that is proposed by default in the customer quotation, unless it has been modified by the salesperson. 价格表:(可能不显示,取决于已安装的模块)取决于与客户相关联的情况,在列出的价格上计算。这个建议价格的默认值是在客户报价时的价格。<br />• Public Price : the base sale price for the given product. It provides a base for the salesperson to be able to judge whether to offer a discount to the customer, and how much the discount should be.公用价格表:对于给定的产品的基本销售价格表。它为销售员提供了一个基准用来判断是否给客户一个折扣,和这个折扣是多少。 <br />• Cost Price : shows the cost price of the product. If the salesperson sells at less than this amount, then the company incurs a loss. 成本价格:显示这个产品的成本价格。如果销售员销售的价格低于此数,那么公司将承受损失。<br />Figure 22.3: Selecting a product in a Sales Order Line 表22.3:在销售订单明细中选择一个产品<br />When the product that is to be sold to the customer has been selected, OpenERP automatically completes all the other required fields: quantity, unit of measure, description, unit price, discount, procurement method, lead times and applicable taxes. All of this information comes from the product form. 当将销售个客户的产品被选择后,OpenERP自动完成其它需要填写的字段:数量、产品计量单位、说明、单价、折扣、采购方式、发货提前期和可应用的税。<br />Tip: Visible Discount 提示:可见的折扣<br />If a discounted price is taken from a price list, then by default that figure is shown as the sale price to the customer. 如果从一个价格表中产生了折扣,那么,默认的那个数将作为销售价格显示给客户。<br />He will see a discount of 0% along with unit price that is different from the list price. If you install the module product_visible_discount from addons-extra you can configure whether you want to make the discount explicitly visible on an order form as a percentage difference from the list price, or just show a reduced unit price as it does by default. 他将在单价旁边看到一个0%的折扣,这个与价格表中的是不同的。如果你附加模块中安装了product_visible_discount (产品_可见_折扣),你就可以设置是否你要将订单上折扣作为一个与价格表中不同的百分数明确可见。<br />In the form, the selected product is presented in the language of the user so that he can see what he is selling. The description of the product sold can also be expressed in the customer’s language. The translation to the customer’s language is used on the quotation or order when it is printed. 在表单中,选择的产品将已用户的语言来显示,以便他确定正在出售的产品。被销售产品的说明也可以已用户的语言显示。用户语言的翻译将在订单打印时被使用。<br />      OpenERP 手册  第333页<br />原文地址:[url]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/ur



  • 原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br /><br />22.7 Pricing Policies价格策略<br /><br />Some companies are notorious for their complicated pricelists. Many forms of price variation are used, such as end-of-year refunds, discounts, change of terms and conditions with time, various prepayments, cascaded<br /><br />OpenERP 手册 第344页<br /><br />rebates, seasonal promotions, and progressive price reductions.一些公司因为他们的复杂的价格表而感到焦头烂额。大量的表格被用到价格分类上,比如年终退款,折扣,条款变化和按时间区分,不同的预付款,层叠的退款,季节促销和累积的降价<br /><br />Note: Rebate, Refund, Reduction 提示:<br /><br />In some accounting jurisdictions you have to differentiate between the three following terms: 在一些会计范围,你必须去区分下面三个概念:<br /><br />• Rebate: reimbursement to the client, usually at the end of the year, that depends on the quantity of goods purchased over a period. 贴现:对客户的退款,一般在年底,其多少取决于在一定时期内购买的产品数量。<br /><br />• Refund: reduction on the order line or invoice line if a certain quantity of goods is purchased at one time or is sold in a framework of a promotional activity. 退款:在一个促销活动中如果一定数量的货物一次被购买或卖出,将在订单明细上减少活在发票行上减少。<br /><br />• Reduction: a one-off reduction resulting from a quality defect or a variation in a product’s conformance to a specification. 因为质量缺陷或在一定程度的一致性差而进行的一次性降价<br /><br />Intelligent price management is difficult, because it requires you to integrate several conditions from clients and suppliers to create estimates quickly or to invoice automatically. But if you have an efficient price management mechanism you can often keep margins raised and respond quickly to changes in market conditions. A good price management system gives you scope for varying any and all of the relevant factors when you are negotiating a contract. 智能的价格管理是困难的,因为这需要你从客户到供应商要集成多个情况,然后快速的估算或自动开发票。但是如果你有一个有效的价格管理机制,你就可以保持利润增长,并且对市场情况快速反应。一个好的价格管理系统允许你在进行合同谈判时为变化一些或所有相关的参数而给你一个范围。<br /><br />To help you work most effectively, OpenERP’s pricelist principles are extremely powerful yet are based on simple and generic rules. You can develop both sales pricelists and purchase pricelists for products capable of accommodating conditions such as the date period, the quantity requested and the type of product. 为了帮助你更有效率,OpenERP的价格表非常强大,尽管它基于简单和通用的规则。你可以为产品的时间、数量、产品类型等情况才与相应措施而开发销售价格表和采购价格表<br /><br />Tip: Do not confuse the different price specifications 提示:不要为不同的特定价格而迷惑。<br /><br />Do not confuse the sale price with the base price of the product. In OpenERP’s basic configuration, the sale price is the list price set on the product form but a customer can be given a different sale price depending on the conditions. 不要为产品的基准价格迷惑。在OpenERP的基础设置中,销售价格是一个写在产品表单上的价格,客户可以根据情况给出不同的价格。<br /><br />It is the same for purchase price and standard cost. Purchase price is your suppliers’ selling price, which changes in response to different criteria such as quantities, dates, and supplier. This is automatically set by the accounting system. You will find that the two prices have been set by default to the same for all products with the demonstration data, which can be a source of confusion. You are free to set the standard cost to something different. 这对于采购价格和采购基准价格是一样的。你将发现这两个价格在演示数据库中作为缺省值被设置,这可能引起迷惑。你可以将设置基准价格至你想要的值。<br /><br />Each pricelist is calculated from defined policies, so you will have as many sales pricelists as active sales policies in the company. For example a company that sells products through three sales channels could create the following price lists: 每一个价格表都是根据价格策略计算的,所以在公司中你可以根据灵活的销售政策指定多个价格表。例如:一个公司通过三个渠道销售产品,可以制定下列价格表。<br /><br />1. Main distribution: 主要的分布<br /><br />• pricelist for Walbury, Walbury的价格表<br /><br />• pricelist for TesMart, TesMart的价格表<br /><br />2. Postal Sales. 邮寄销售<br /><br />3. Walk-in customers. 上门客户<br /><br />A single pricelist can exist in several versions, only one of which is permitted to be active at a given time. These versions let you set different prices at different points in time. So the pricelist for walk-in customers could have five different versions, for example: Autumn, Summer, Summer Sales, Winter, Spring. Direct customers will see prices that change with the seasons. 一个单独的价格表能够存在多个版本,但在一定时间内,只能有一个有效。这些版本让你及时的在不同点设置不同的价格。所以为上门客户的价格表可以有不同的版本,例如:秋天、夏天、冬天、春天。当前客户将能看到随季节不同的价格表。<br /><br />Each pricelist is expressed in a single currency. If your company sells products in several currencies you will have to create as many pricelists as you have currencies. 每一个价格表都用同一种单一的货币。如果你的公司采用多种货币出售商品,你不得不有多少中货币类型,就要创建多少个价格表。<br /><br />The prices on a pricelist can depend on another list, which means that you do not have to repeat the definition of all conditions for each product. So a pricelist in USD can be based on a pricelist in EUR. If the currency conversion rates between EUR and USD change, or the EUR prices change, the USD rates can be automatically adjusted. 一个价格表上的价格可以依赖于另一个价格表,这意味这你不用为每一个产品重复定义所有的情况。如一个以美元做货币的价格表可以依赖于一个用欧元做货币的价格表。如果欧元和美元的汇率发生变化,或以欧元做货币的价格表发生变化,那么以美元做货币的价格表就会自动调整。<br /><br />22.7.1 Creating Price Lists 创建价格表<br /><br />To define a pricelist use the menu Sales → Configuration → Pricelists → Pricelists . 为了定义一个价格表,可以使用 销售→设置→价格表→价格表<br /><br />For each list you should define: 为每一表,你应该定义<br /><br />OpenERP 手册 第345页<br /><br />原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]



  • 原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]<br />• a Name for the list, 价格表的名称<br /><br />• a Type of list: Sale for customers or Purchase for suppliers, 价格表的类型:客户的销售价格还是供应商的采购价格<br /><br />• the Currency in which the prices are expressed. 价格表采用的货币<br /><br />Price List Versions 价格表的版本<br /><br />Once the list is defined you must provide it with at least one version. To do that use the menu Sales → Configuration → Pricelists → Pricelist Versions. The version contains all of the rules that enable you to calculate a price for a product and a given quantity. 一旦价格表被定义,你必须提供至少一个版本。为了做到这一点,使用菜单销售→设置→价格表→价格表版本。价格表的版本包含了所有的使你能计算一个产品和给定数量的价格的所有规则。<br /><br />So set the Name of this associated version. If the list only has a single version you can use the same name for the pricelist and the version. In the Price List field select the pricelist you created. 所以设置将名称与相关的版本关联。如果价格表只有一个版本,你可以使用价格表的相同名称和版本。在价格表字段中选择你创建的价格表。<br /><br />Then set the Start Date and End Date of this version. The fields are both optional: if you do not set any dates the version will be permanently active. Only one version may be active at any one point, so bear this in mind when creating them. Use the Active field in the versions to activate or disable a pricelist version. 接下来设置这个价格表版本的开始日期和结束日期。字段都是可选择的:如果你没有设置任何日期,这个版本将永远有效。在同一时间应该只有一个版本有效,所以在创建价格表版本时要记住这一点。<br /><br />Note: Automatically updating the sale pricelist 提示:自动更新销售价格表<br /><br />You can make any sale pricelist depend on one of the other pricelists. So you could make your sale pricelist depend on your supplier’s purchase pricelist, to which you add a margin. The prices are automatically calculated as a function of the purchase price and need no further manual adjustment. 你可以基于一个其他的价格表创建多个销售价格表。你能基于供应商的采购价格表创建销售价格表。作为采购价格的功能销售价格将被自动计算并且无需手动调整。<br /><br />Calculation Rules 计算规则<br /><br />A pricelist version is made up of a set of rules that apply to the product base prices. 一个价格表版本由一系列基于产品基本价格的规则组成。<br /><br />Figure 22.16: Detail of a rule in a pricelist version 表22.16:一个价格表版本规则的详细信息<br /><br />You define the conditions for a rule in the first part of the definition screen labelled Rules Test Match. The rule applies to the Product or Product Template and/or the named Product Category. If a rule is applied to a category then it is automatically applied to all of its subcategories too (using the tree structure for product categories). 定义界面标题为定价规则的第一部分是一个规则定义条件,这个规则应用于产品或产品模板和/或命名的产品分类。如果一个规则被应用于一个分类,那么这个规则也被自动应用于这个分类的子分类。<br /><br />If you set a minimum quantity in Min. Quantity, the rule will only apply to a quantity the same as or larger than that set. This lets you set reduced rates in steps that depend on the quantities ordered. 如果你在最小数量中设置了一个值,这个规则将仅应用于与此相同或大于此数量的情况。这允许你根据订单的数量设置降低率。<br /><br />Several rules can be applied to an order. OpenERP evaluates these rules in sequence to select which to apply to the specified price calculation. If several rules are valid, only the first in sequence is used for the calculation. The Sequence field determines the order, starting with the lowest number and working up. 对于一个订单可以应用多个规则。OpenERP按顺序评估这些规则并选择用哪个规则应用于特定的价格计算。如果多个规则有效,仅仅第一个规则被应用于价格计算。顺序字段决定了这个顺序,系统从最小数值的规则开始。<br /><br />Once a rule has been selected, the system has to determine how to calculate the price from the rule. This operation is based on the criteria set out in the lower part of the form, labelled Price Computation. 一旦一个规则被选择,系统将决定如何应用规则去计算价格。这个操作基于在窗体下方标记为价格计算的部分设置的标准。<br /><br />The first field you have to complete is labelled Based on. Set the mode for partner price calculation, choosing between: 第一个你必须填写的字段是“基于”。为了设置合作伙伴价格的计算方式,从下面选择:<br /><br />• the Public Price set in the product file, 在产品文件中设置的公用价格<br /><br />• the Cost Price set in the product file, 在产品文件中设置的成本价格<br /><br />OpenERP 手册 第346页<br /><br />原文地址:[url=http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html]http://blog.sina.com.cn/s/articlelist_2092249000_0_1.html[/url]



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