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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.
TO DO: Add Screen Shots
Step-by-step guide
Login to OFBiz
- Create Party
Select “Party” from the Applications drop down menu
Click “Create New”
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)
Enter '
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 Company it will make it easier to locate it quickly in future)
Group Name (e.g “My OFBiz Main Company”. This will be the name of your company)
Click “Save”
Info Next we need to enter some contact details. Find the "Contact Information" section Click "Create New"
Select "Postal Address"
Click "Create"
Enter
Address Line 1
- Address Line 2
- City
- State / Province
- Zip / Postal Code
- Country
- Click Save
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”
...
Info The address will be added - but there is still some missing setup. We need to include a purpose (or use) for the address. Click “Update” next to the address details
- Select "Primary Address" and Click "Add Purpose
- Select "Shipping Origin Address" and Click "Add Purpose"
- Select "Shipping Destination Address" and Click "Add Purpose"
Info The address purpose will be updated. We now need to add a specific role to this party group to let OFBiz know that is an organisation that will have an accounting setup. Click "Roles"
In the 'Add to Role' section, use the dropdown box to:
- Select the Role Type Id "Internal Organization"
- Click "Add"
Info |
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The internal organization role will be added to our new Party Group. Now this is done we can begin the Accounting setup. |
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