Simple invoicing and accounts system for services

[Steve Murphy]

Hi all

I'm an OFBIZ novice  and am trying to set up a simple invoicing and
accounts system for a design services internal organisation .

I only want to use OFBIZ internally -  for order entry, invoicing and
accounts.

My approach so far has been to create a catalogue belonging to the
organisation.  I added the existing ( in the test data I presume  )  
"Services"/SERV-001 category to the catalogue.
I then added a product ( e.g. Consultancy 1 day ) to the category.  
(While flailing around ) I also created a store to attach the catalogue
to , belonging to the internal organisation , which I am not sure was
appropriate.

I added some Customer party groups then try to enter an order on the
system.  The system then starts asking about shipping addresses,  stock
inventory etc , which is not relevant for this kind of "product".

Can anybody advise me if my basic approach is OK in this situation,  or
should I have gone about this differently?

In an ideal world,  I would like a system that allows me apply customer
specific discounts/rates to the service 'product',  although I don't
mind too much if I have to create a 'product' for each customer to
achieve this end.

I'd be very grateful for any tips or pointers that will help me get
going in the right direction.

Thanks for your time

Steve


-

[Vikas Mayur-2]

Look for the similar product in the DemoProduct.xml to see how the product is setup.

Regards
Vikas

On Apr 17, 2012, at 3:14 PM, Steve Murphy wrote:

> Hi all
>
> I'm an OFBIZ novice  and am trying to set up a simple invoicing and accounts system for a design services internal organisation .
>
> I only want to use OFBIZ internally -  for order entry, invoicing and accounts.
>
> My approach so far has been to create a catalogue belonging to the organisation.  I added the existing ( in the test data I presume  )  "Services"/SERV-001 category to the catalogue.
> I then added a product ( e.g. Consultancy 1 day ) to the category.  (While flailing around ) I also created a store to attach the catalogue to , belonging to the internal organisation , which I am not sure was appropriate.
>
> I added some Customer party groups then try to enter an order on the system.  The system then starts asking about shipping addresses,  stock inventory etc , which is not relevant for this kind of "product".
>
> Can anybody advise me if my basic approach is OK in this situation,  or should I have gone about this differently?
>
> In an ideal world,  I would like a system that allows me apply customer specific discounts/rates to the service 'product',  although I don't mind too much if I have to create a 'product' for each customer to achieve this end.
>
> I'd be very grateful for any tips or pointers that will help me get going in the right direction.
>
> Thanks for your time
>
> Steve
>
>
> -
>
>

[Steve Murphy]

That's very helpful. Thanks Vikas


On 04/17/2012 12:28 PM, Vikas Mayur wrote:

> Look for the similar product in the DemoProduct.xml to see how the product is setup.
>
> Regards
> Vikas
>
> On Apr 17, 2012, at 3:14 PM, Steve Murphy wrote:
>
>> Hi all
>>
>> I'm an OFBIZ novice  and am trying to set up a simple invoicing and accounts system for a design services internal organisation .
>>
>> I only want to use OFBIZ internally -  for order entry, invoicing and accounts.
>>
>> My approach so far has been to create a catalogue belonging to the organisation.  I added the existing ( in the test data I presume  )  "Services"/SERV-001 category to the catalogue.
>> I then added a product ( e.g. Consultancy 1 day ) to the category.  (While flailing around ) I also created a store to attach the catalogue to , belonging to the internal organisation , which I am not sure was appropriate.
>>
>> I added some Customer party groups then try to enter an order on the system.  The system then starts asking about shipping addresses,  stock inventory etc , which is not relevant for this kind of "product".
>>
>> Can anybody advise me if my basic approach is OK in this situation,  or should I have gone about this differently?
>>
>> In an ideal world,  I would like a system that allows me apply customer specific discounts/rates to the service 'product',  although I don't mind too much if I have to create a 'product' for each customer to achieve this end.
>>
>> I'd be very grateful for any tips or pointers that will help me get going in the right direction.
>>
>> Thanks for your time
>>
>> Steve
>>
>>
>> -
>>
>>
>

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