You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

OFBiz needs to have at least on main company set up that will represent the main business or organisation.

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.

 

Step-by-step guide

  1. Login to OFBiz

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

  3. Click “Create New”

  4.  

    Th e 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)

  5. Click “Create New Party Group”

  6. Enter 'Company' as Party ID (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)

  7. Enter “My OFBiz Main Company” in the Group Name (

  8. Click “Save”

 

  • No labels