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new 5781f08 Documented:migrated Wiki How to Create the main Company in
Party Manager to user-manual (OFBIZ-12065)
5781f08 is described below
commit 5781f08ff6f5b51c526750a8aff049591ef85780
Author: holivier <[email protected]>
AuthorDate: Mon Nov 30 12:07:07 2020 +0100
Documented:migrated Wiki How to Create the main Company in Party Manager to
user-manual (OFBIZ-12065)
Add section Parties Processes and as first process How To Create Main
Company
---
.../_include/party-howto-create-mainCompany.adoc | 93 ++++++++++++++++++++++
applications/party/src/docs/asciidoc/party.adoc | 6 +-
2 files changed, 98 insertions(+), 1 deletion(-)
diff --git
a/applications/party/src/docs/asciidoc/_include/party-howto-create-mainCompany.adoc
b/applications/party/src/docs/asciidoc/_include/party-howto-create-mainCompany.adoc
new file mode 100644
index 0000000..28076ac
--- /dev/null
+++
b/applications/party/src/docs/asciidoc/_include/party-howto-create-mainCompany.adoc
@@ -0,0 +1,93 @@
+////
+Licensed to the Apache Software Foundation (ASF) under one
+or more contributor license agreements. See the NOTICE file
+distributed with this work for additional information
+regarding copyright ownership. The ASF licenses this file
+to you under the Apache License, Version 2.0 (the
+"License"); you may not use this file except in compliance
+with the License. You may obtain a copy of the License at
+
+http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing,
+software distributed under the License is distributed on an
+"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+KIND, either express or implied. See the License for the
+specific language governing permissions and limitations
+under the License.
+////
+= How to Create the main Company
+
+OFBiz needs to have at least on main company set up that will represent the
main business or organization. +
+If you have installed OFBiz with the demo data then the main company already
exists. +
+If you have installed OFBiz without the demo data then it will not exist so
you will need to create it.
+
+This is is done in Party Manager.
+
+NOTE: Party Manager is the application where we create all the entities
+ (companies, people, groups, departments) that we deal with in the course of
doing business.
+
+This tutorial is quite simple, only 4 step.
+
+== step Party
+1. Login to OFBiz
+2. Create Party
+ * Select “Party” from the Applications drop down menu if you are not
already in
+ * Click “Create New Party Group” +
+ The company we are creating is not an individual (person, customer,
prospect or employee).
+ It is an organization and in OFBiz this is called a "party group" (a
group of people)
+3. fill in the form fields
+ * Party ID (e.g COMPANY) +
+ (NOTE: that you can enter the Party ID manually. If it is not entered
OFBiz will auto generate an ID.
+ If you enter the ID it will make it easier to locate it quickly in
future;
+ but it’s dangerous to create wrong ID, in ID only standard
characters and without space are authorized. ID length must be less than 20
characters.
+ Best practice is to use only UpperCase.)
+
+ * Group Name (e.g “My OFBiz Main Company”). This will be the name of your
company)
+ * it's possible to leave al other field blank
+4. Click “Save”
+
+You are now on profile page.
+
+== step Address
+Next we need to enter some contact details. Find the "Contact Information"
section (box)
+
+1. Click "Create" on the screenlet title
+2. Select "Postal Address"
+3. Click "Create"
+4. fill in the form fields
+ * Address Line 1
+ * Address Line 2 (not mandatory)
+ * City
+ * State / Province (not mandatory)
+ * Zip / Postal Code
+ * Country
+5. Click Save
+
+The address is added - but - there is still some missing setup.
+
+== step Address purpose
+We need to include a purpose (or use) for the address.
+
+1. Click “Update” next to the address details
+2. Select "Primary Address" and Click "Add Purpose
+3. Select "Shipping Origin Address" and Click "Add Purpose"
+4. Select "Shipping Destination Address" and Click "Add Purpose"
+5. click to GoBack or on Profile in the screen-sub-menu
+
+The address purpose is be updated.
+
+== step role
+We now need to add a specific role to this party group to let OFBiz know that
is an organization
+that will have an accounting setup.
+
+1. Click "Roles" in screen-sub-menu
+2. In the 'Add to Role : view All' section, use the dropdown box to:
+ * Select the Role Type Id "Internal Organization"
+3. Click "Add"
+
+The internal organization role will be added to our new Party Group.
+
+Now this is done we can begin the Accounting setup.
+
+
diff --git a/applications/party/src/docs/asciidoc/party.adoc
b/applications/party/src/docs/asciidoc/party.adoc
index cf38612..94f6d65 100644
--- a/applications/party/src/docs/asciidoc/party.adoc
+++ b/applications/party/src/docs/asciidoc/party.adoc
@@ -32,7 +32,7 @@ Party application can be use to manage:
This application is used to manage profile, contact information, relationship,
role, communication, classification, ...
-== Parties management
+== Parties management in UI
=== Help for The Party Find screen.
The 'Find Party' is the default screen for the Party Manager application. +
@@ -56,6 +56,10 @@ In the "Main Roletype" column the role is listed which is a
child of the "Main r
It is currently set to "Organisation" and "SFA Role". The later to be prepared
to use he party in he SFA component.
See the <<_marketing,marketing application>> for more information
+== Parties Processes
+
+include::_include/party-howto-create-mainCompany.adoc[leveloffset=+2]
+
== Communications
