OpenERP 6.1 新改进

软件改进

  • OpenERP has been structured as Business Applications and its menu has been changed to match this,
  • Major improvements in usability, especially in the Web version,
  • Simplified versus Extended view,
  • When you search for a record, e.g. a customer / supplier, the web version will propose to create the new partner when no existing partner is found,
  • When you click a Business Application in the Web version, the related Dashboard will be opened,
  • To display the process view, click the Question Mark next to the title in the web version,
  • Menutips & Tooltips will be displayed to explain more about the active screen,
  • Dynamic Filters which allow you to easily create and save your own filters, with Group by options, Extended filters, and much more,
  • User Roles are no longer used, they have been integrated in the User Groups,
  • The Administrator will now only have the rights according to the user groups that have been assigned to him,
  • Multicompany has been integrated in the core of OpenERP and does not require the installation of modules. You just have to add the User Group Useability / Multi-Company,
  • Perform actions, such as update status, confirm, delete, ... directly from List View,
  • Use communication tools such as Fetchmail, Outlook & Thunderbird integration and CalDAV / WebDAV (also available on Android & Iphone),
  • Create your own e-mail templates for use throughout OpenERP,
  • Use the Scheduler for objects other than Manufacturing too,
  • Click the star in the web version to quickly create a shortcut for a screen you often use,
  • When you perform an action in List view in the web version, (i.e. change the status of a lead), OpenERP will display a bar containing information about this change. You can click the link to open the lead concerned,
  • Updated configuration wizard to install new features using OpenERP modules in user friendly way.

业务流程改进

销售管理

  • CRM has been integrated in the Sales Management Business Application,
  • Geolocalization module, also allowing you to send qualified opportunities directly to external partners,
  • Manage your Marketing Campaigns and send automated e-mails based on your own templates,
  • For Leads, OpenERP will check the email address of the contact and when found for an existing partner, it will propose to merge the new contact with the corresponding partner,
  • Create your company wiki for Sales FAQ,
  • History tab in the Customer form to keep track of all events,
  • When you convert a lead to an opportunity, you now have the option to not create a partner, but just keep the contact data in the opportunity,
  • Create a new partner from a lead or an opportunity, or merge with an existing partner.

仓储管理

  • Push & Pull rules for stock locations have been extended and integrated with multicompany,
  • Configure units of measure by reference unit, bigger than / smaller then reference unit,
  • Update stock level from the Product form and automatically create a physical inventory for it.

财务管理

  • By default, only one Entry Sequence is available for a journal. If you want to use two sequences for your journal numbering, please install the account_sequence module,
  • Separate numbering is now also available for Bank Journals,
  • Quickly enter Journal Entries from List View from the Journal Items menu. Configure your journal with default debit & credit accounts, select the journal in the Journal Items List View, click New and start creating new entries,
  • Chart of Accounts and Chart of Taxes can be displayed for a selected period,
  • OpenERP has added a flexible, easy Invoicing module allowing you to keep track of your accounting, even when you are not an accountant. If you install the Invoicing module, in Simplified view, you will only have the Invoicing items. You should not use both Invoicing and Accounting,
  • Use the Financial Management Configuration Wizard to easily select features you want to use,
  • On installation of a predefined Chart of Accounts, the wizard also proposes default bank and cash accounts, and default Sales and Purchase taxes,
  • On a journal you can set whether OpenERP should check if the invoice date is in the current period. This used to be a separate module,
  • Different journal types for Refunds and Invoices,
  • When creating a new journal, parameters are preset according to the journal type. The Entry Sequence for the journal is automatically created on Save,
  • Cash Box, possible to keep a real cash register.

项目管理

  • Improved Gantt chart in the Web version,
  • Long Term Planning that can be calculated according to the working time of each employee involved in the project with the new Scheduler feature,
  • On creation of a new project, OpenERP automatically creates the corresponding Analytic Account in the Projects chart of accounts. You no longer have access to the analytic account from the Project.

生产管理

  • Scrap consumed or finished goods and have the related stock moves automatically,
  • Consume products partially or completely.

人力资源管理

  • Manage your evaluation process,
  • Keep track of your recruitments and receive applicant mails directly in OpenERP, including attachments,
  • A complete integration of payroll management system with accounting application.