In our last Openbravo post, we created a Client in our Openbravo system. We will now move on to create our first customer.
ERP Business Partner
A customer is a type of Business Partner.In an ERP system,business partner is a generic term used for several object types – customer,vendor,employee,contact person etc. All these object types have several properties in common,mainly a name ( either First and Last name or Company name) and an address. Many ERP system take an object oriented approach toward managing business partners by enabling you define properties that are generic to all different objects (e.g. name and address) in the business partner level and only then maintain information which is specific to a certain type of business partner – for example, for a vendor we would need the vendors’ bank account details, while for a customer we might need to maintain a ship-to and bill-to addresses. That approach also enables you to use the same business partner record for both vendor and customer, without having to maintain two completely separate records, one for each type.
Read entire article to watch the flash tutorial for business partner creation in Openbravo.
Business Partner in Openbravo
Openbravo makes it very easy to create and maintain business partners,by providing a single screen for the entire creation process.
In order to create the customer,we first have to make sure we are logged in into the correct Client. In our last post we created a Client name WoodsCorp, so we need to login into that Client. You should login to Openbravo with the user that you created during the Initial Client Setup.
Once we are logged into to our Client, we need to click on “Master Data Management”,then on Business partner. We need to fill out all the relevant fields in the business partner screen and then click save. After the new business partner was created, we can move on to create a customer from that business partner and add address and contact information for the new customer.
You can use the Openbravo Wiki entry for creating business partner for reference.
Creating Business Partner In Openbravo – Flash Tutorial
[kml_flashembed movie="http://opensourceerpguru.com/flash/CreateBP.swf" height="550" width="985" /]