THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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In OFBiz there is the concept of a party. A party can be an individual person or it can be a group (e.g. an organisation). The party manager application allows you to create both individuals and groups. A party is also associated with a role, e.g. SUPPLIER, CUSTOMER or EMPLOYEE. The roles are used to help OFBiz manage how the party will interact with the OFBiz applications. A party can have multiple roles.
Parties are also associated with a security group and this generally controls which applications they have access to and can use. This means that anyone or any group that has access to OFBiz will need to have a party record created.
Parties can be created automatically (e.g. via the e-commerce store when a customer registers) or manually. A customer registering via the ecommerce store is automatically given the role of CUSTOMER. When you create a new party manually in the Party Manager application you will see that there are some options to directly create a party and assign a role automatically. If you use the
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IMPORTANT: A key setup that needs to be done is to create a party that represents your business organisation. (In the demo data a party called 'Company' has been created to demonstrate this). |
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Accounting
In order to run OFBiz you must have a basic accounting setup in place. This is because you are generally running a business that will generate accounting transactions for the processes being performed. Each time money is received or paid, this generates an accounting transaction and each time you manufacture a product this also generates accounting transactions.
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- Your Basic Accounting Setup (e.g. Financial Year, Main Currency, Order and Invoice Numbering Sequences)
- Your Tax Setup (e.g. Tax Rates and applicability)
- Your Chart of Accounts
- Your rules for generating accounting transactions
Facilities
A facility is a location such as a warehouse, office or shop. OFBiz uses facilities to help manage the location and flow of products. For example if you are selling products to a customer then they need to shipped from somewhere to the customer.. that somewhere is a facility. When you receive products from a supplier, it needs to be received somewhere..that somewhere is a facility.
Facilities
As part of the initial setup for OFBiz you will need to setup at least one facility which can be your office or product warehouse. (The demo data includes a facility called "Webstorewarehouse")
Products and Webstore