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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. Create Party

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

    2. Click “Create New”

     

    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. Enter '

    1. 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)

    2. Group Name (e.g  “My OFBiz Main Company”. This will be the name of your company)

  4. Click “Save”

     

    Next we need to enter some contact details. Find the "Contact Information" section

  5. Click "Create New"

  6. Select "Postal Address"

  7. Click "Create"

  8. Enter

    1. Address Line 1

    2. Address Line 2
    3. City
    4. State / Province
    5. Zip / Postal Code
    6. Country
  9. 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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