Most Powerful Open Source ERP

ERP5 User Tutorials

This section contains tutorials helping you to get started on using ERP5, which can also be found on our OSOE Introduction to ERP5 course. The course also include information on how to an ERP5 instance for doing the tutorials. Alternatively head over to the ERP5 Documentation on getting started.

User Tutorials

  • Create Campaigns - In this presentation, you will learn how to create marketing campaigns with ERP5 CRM, how to edit them and how to open them.
  • Linking persons and organisations - In this presentation, you will learn how to link people to organisations.
  • How to create a Payment - In this guide, you will learn how to generate a Payment for the related Sale Invoice.
  • Processing Incoming Event - How To showing how to process events within campaigns or ERP5 CRM in general.
  • Howto Manage Packing Lists - In this guide, you will learn how to manage the packing lists with ERP5, and generate the related invoice.
  • How to Add People - In this presentation, you will learn how to create new persons in ERP5.
  • How to create Sale Invoices in ERP5 - In this presentation, you will learn how to create invoices to send to your customers. Those invoices are related to sale packing lists, as you might have noticed in the previous tutorial.
  • Manage Support Requests - In this presentation, you will learn how to manage support requests with ERP5 CRM.
  • Create Sale Trade Conditions - This guide will teach how to create and apply sale trade conditions in ERP5
  • Prepare Outgoing Events - In this presentation, you will learn how to create outgoing events from a campaign using ERP5 CRM.
  • Send Outgoing Events - In this presentation, you will learn how to send outgoing Events with ERP5 CRM.
  • How to create Bank Accounts - In this presentation, you will learn how to create new users for your ERP5 instance.
  • Create Sale Orders - This guide will teach you how to create and manage sale orders with ERP5. You will also learn how you can generate the sale packing list related to the order.
  • How to Add Organisations - In this presentation, you will learn how to create and manage organisations in ERP5.
  • How to create Invoice Transaction from Scratch - In this guide, you will learn how to create Sales or Purchase Invoice Transaction from scratch.
  • Generate Accounting Reports - In this tutorial, you will learn how to generate accounting reports such as a Journal or a Profit and Loss report
  • Create and Manage Product - In this tutorial, you will learn how to create and manage products and services in ERP5.
  • How to create new User - In this presentation, you will learn how to create new users for your ERP5 instance.
  • HowTo - How Tos are short guides that describe precisely how to achieve specific elementary tasks with ERP5.