End-User Documentation

[Wicus]

Hi,

We setup ofbiz with the aid of the "Technical Production Setup Guide"

We are using a non-Demo configuration and prefer configuring ofbiz from scratch. (Rather have any issues now, than at production time)

The "Business Setup Guide" refers to the Demo-data, which we did not configure our installation with, as mentioned earlier.

Can anyone possibly help with a - Business Setup Guide / Tutorial - starting from scratch ?

We are unfortunately not that clued-up with accounting or CRM applications and learning as we go along. A step-by-step / Dummies Guide / from scratch Tutorial would be appreciated or anyhing closely related.

A simple guide that would touch all (minor) aspects of each module to give us a bigger picture of the whole application.

I am taking notes as I move along for future reference. Sources to date include neogia.org, opentaps.org and opensourcestrategies.com/ofbiz which are not very forth coming.

Thanks

[David E Jones]

Wicus wrote:

> Hi,
>
> We setup ofbiz with the aid of the "Technical Production Setup Guide"
>
> We are using a non-Demo configuration and prefer configuring ofbiz from
> scratch. (Rather have any issues now, than at production time)
>
> The "Business Setup Guide" refers to the Demo-data, which we did not
> configure our installation with, as mentioned earlier.
>
> Can anyone possibly help with a - Business Setup Guide / Tutorial - starting
> from scratch ?
>
> We are unfortunately not that clued-up with accounting or CRM applications
> and learning as we go along. A step-by-step / Dummies Guide / from scratch
> Tutorial would be appreciated or anyhing closely related.

If you are starting from scratch then these terms do not apply in any way. In other words starting from scratch is not
for dummies or for new people who want a tutorial, and a step-by-step guide would include thousands of steps.

As a hint, even people very expert with OFBiz start with the demo data to get going. Of course, they usually do it by
editing the EE XML data files before they are loaded into the database, but it is otherwise all the same stuff.

> A simple guide that would touch all (minor) aspects of each module to give
> us a bigger picture of the whole application.
>
> I am taking notes as I move along for future reference. Sources to date
> include neogia.org, opentaps.org and opensourcestrategies.com/ofbiz which
> are not very forth coming.

These are not good sources for information about OFBiz. While these projects are based on OFBiz they are mostly far
behind the OFBiz community and haven't updated for a while, and to make documentation matters even worse they have added
to OFBiz and replaced many things that exist in OFBiz, so they are very different software packages.

The best sources are those linked to from the ofbiz.apache.org home page, many of which are on the docs.ofbiz.org
(especially the hundreds of docs in the End User area, and the wiki area). Also, if you really want details don't forget
the thousands of comments built into entity and service definitions that are the basis of OFBiz.

-David

[Wicus]

Hi David,

I totally understand what your saying.

Would the following be a little clearer in my request:-

I am the "technical" person resposible for getting ofbiz running. Not a big problem yet. Unfortunately, I am not financially orientated... (yet learning)

Our installation of ofbiz is working currently.

Our Financial Director, whom wishes to also "play" / "test" ofbiz (on the financial / manufacturing side) is unfortunately not that patient... She does not wish to use demo data (threats etc etc etc... whatever)

So.... we have a working, mostly empty, ofbiz installation. Some adjustments here, others elsewhere. Very few "sample" data at present.

Therefore I am writing up a step-by-step "How to configure your business setup - from scratch" document for the non-IT orientated people.

As I am going a bit to slow according to all involved on our side, it is therefore that I queried any possibly "End-User Business Setup Guide" that might already be in existence. (which doesn't refer to demo-data - working from a "clean" installation)

A possibly "small write-up" on each module, ..... or a minimal "route-to-follow" to get a working business setup.

As an example:-

1.) Create internal Company
2.) Create some employees
3.) Create Facilities
4.) Create Clients
5.) Create Suppliers
6.) Add some products and catalogs
7.) Set-up your webstore
8.) Invoicing
9.) Goods Receiving
10.) Reports
11.) Income Statement & Balance Sheet

Very simply - a book keeper's / accountant's guide to config ofbiz

[BJ Freeman]

since this is community looks like your the person to accomplish this.
:)

Wicus sent the following on 9/2/2008 5:51 AM:

> Hi David,
>
> I totally understand what your saying.
>
> Would the following be a little clearer in my request:-
>
> I am the "technical" person resposible for getting ofbiz running. Not a big
> problem yet. Unfortunately, I am not financially orientated... (yet
> learning)
>
> Our installation of ofbiz is working currently.
>
> Our Financial Director, whom wishes to also "play" / "test" ofbiz (on the
> financial / manufacturing side) is unfortunately not that patient... She
> does not wish to use demo data (threats etc etc etc... whatever)
>
> So.... we have a working, mostly empty, ofbiz installation. Some adjustments
> here, others elsewhere. Very few "sample" data at present.
>
> Therefore I am writing up a step-by-step "How to configure your business
> setup - from scratch" document for the non-IT orientated people.
>
> As I am going a bit to slow according to all involved on our side, it is
> therefore that I queried any possibly "End-User Business Setup Guide" that
> might already be in existence. (which doesn't refer to demo-data - working
> from a "clean" installation)
>
> A possibly "small write-up" on each module, ..... or a minimal
> "route-to-follow" to get a working business setup.
>
> As an example:-
>
> 1.) Create internal Company
> 2.) Create some employees
> 3.) Create Facilities
> 4.) Create Clients
> 5.) Create Suppliers
> 6.) Add some products and catalogs
> 7.) Set-up your webstore
> 8.) Invoicing
> 9.) Goods Receiving
> 10.) Reports
> 11.) Income Statement & Balance Sheet
>
> Very simply - a book keeper's / accountant's guide to config ofbiz
>
>
>

[Wicus]

Yip, well, working on it at present...  

Any "loose" related files / references would be appreciated.

[BJ Freeman]

I bumped up and recent discussion.

Wicus sent the following on 9/2/2008 10:52 AM:
>
> Yip, well, working on it at present...  =)
>
> Any "loose" related files / references would be appreciated.
>

[Jacques Le Roux]

I began to write something like that 3 years ago, but unfortunately it's only in French

Jacques

From: "Wicus" <[hidden email]>

>
> Hi David,
>
> I totally understand what your saying.
>
> Would the following be a little clearer in my request:-
>
> I am the "technical" person resposible for getting ofbiz running. Not a big
> problem yet. Unfortunately, I am not financially orientated... (yet
> learning)
>
> Our installation of ofbiz is working currently.
>
> Our Financial Director, whom wishes to also "play" / "test" ofbiz (on the
> financial / manufacturing side) is unfortunately not that patient... She
> does not wish to use demo data (threats etc etc etc... whatever)
>
> So.... we have a working, mostly empty, ofbiz installation. Some adjustments
> here, others elsewhere. Very few "sample" data at present.
>
> Therefore I am writing up a step-by-step "How to configure your business
> setup - from scratch" document for the non-IT orientated people.
>
> As I am going a bit to slow according to all involved on our side, it is
> therefore that I queried any possibly "End-User Business Setup Guide" that
> might already be in existence. (which doesn't refer to demo-data - working
> from a "clean" installation)
>
> A possibly "small write-up" on each module, ..... or a minimal
> "route-to-follow" to get a working business setup.
>
> As an example:-
>
> 1.) Create internal Company
> 2.) Create some employees
> 3.) Create Facilities
> 4.) Create Clients
> 5.) Create Suppliers
> 6.) Add some products and catalogs
> 7.) Set-up your webstore
> 8.) Invoicing
> 9.) Goods Receiving
> 10.) Reports
> 11.) Income Statement & Balance Sheet
>
> Very simply - a book keeper's / accountant's guide to config ofbiz
>
>
>
> --
> View this message in context: http://www.nabble.com/End-User-Documentation-tp19255237p19269609.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>

[Wicus]

Jacques,

Would you mind passing that document on to me?

My accounting knowledge needs all the aid I can get   ...

[Jacques Le Roux]

http://www.les7arts.com/assist/OFBiz/Creation%20Catalogue%20de%20produits.htm

I have changed French translation for Facilty tab from "Stock" to "Entreposage" since then (and maybe some other labels). Apart this
it should be still usable

Jacques

From: "Wicus" <[hidden email]>

>
> Jacques,
>
> Would you mind passing that document on to me?
>
> My accounting knowledge needs all the aid I can get   ...
>
>
> --
> View this message in context: http://www.nabble.com/End-User-Documentation-tp19255237p19453180.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>

Hi Wcus
I am looking for a document same as you required on ofbiz.
as you have mentioned you are working on it so could you please pass the document to me .

thanks
Jainitya