Most Powerful Open Source ERP

User Documentation

Check Person Creation (2): Persons List

To check the creation of the new person the second step is to check you are browsing the Persons base and the new person is in the Persons List.

Validate new person (1): Click on the 'Action' tab

To validate the new person the first step is to click on the Action button.

Check relation: Check person's line

Validate new person (3): Check the update status

To validate the new person the last step is to check the update status.

Validate new person (2): Click on 'Validate'

To validate the new person the second step is to click on the Validate button.

Add people: Other tabs in the 'Details' page

Other tabs in the Details page when creating the new person.

Add people: Fill the 'Details' page

Fill the Details tab with the new person's information.

Add people: Fill the 'View' page and save

Fill out the View page with new person's information and then click on the Save button.

Add people: Create Document

The screenshot of the person creation page.

Person creation page

The screenshot of the person creation page where you can add more details with the Action menu on top of the page.

Set relation: type new organisation's name and save

Type the new organisation's name in the person's page and save it.

Set relation: go to person's page

To link people to new organisation the first step is to go to the person's page.

Check Person Creation (1): Click on the 'Modules' tab

To check the creation of the new person the first step is to browse the “ERP5 modules” item list on the top of the page.

Check relation: Check person's line

Check Person Creation (2): Persons List

To check the creation of the new person the second step is to check you are browsing the Persons base and the new person is in the Persons List.

Validate new person (3): Check the update status

To validate the new person the last step is to check the update status.

Add people: Fill the 'Details' page

Fill the Details tab with the new person's information.

Add people: Fill the 'View' page and save

Fill out the View page with new person's information and then click on the Save button.

Validate new person (2): Click on 'Validate'

To validate the new person the second step is to click on the Validate button.

Add people: Create Document

The screenshot of the person creation page.