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Step-by-step guide

  1. Login to OFBiz

  2. Create Party
    1. Select “Party” from the Applications drop down menu

    2. Click “Create New”

     Th e

    Info

    The company we are creating is not an individual (person, customer, prospect or employee). It is an organisation and in OFBiz this is called a "party group" (a group of people)

  3. Click “Create New Party Group”

  4. Enter 'Company' as

    1. Party ID (

    You
    1. 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 Company it will make it easier to locate it quickly in future)

    Enter
    1. Group Name (e.g  “My OFBiz Main Company”

    in the Group Name (Click “Save”
    1. . This will be the name of your company)

  5. Click “Save”

     

    Info
    Next we need to enter some contact details. Find the "Contact Information" section
  6. Click "Create New"

  7. Select "Postal Address"

  8. Click "Create"

  9. Enter

    1. Address Line 1

    2. Address Line 2
    3. City
    4. State / Province
    5. Zip / Postal Code
    6. Country
  10. Click Save

    1. ext we need to add some contact details. Locate the “Contact Information” section

 

Click “Create New”

 

 

Select “Postal Address”

 

 

Click “Create”

 

 

Enter “123 Any Street” for Address Line 1

 

 

Enter “Any City”

 

 

Select “Maine” for State/Province

 

 

Enter “MA1234” for Zip/Postal Code

 

 

Select “United States” for Country

 

 

Click “Save”

 

 

 

 

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