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Installing your Custom Pentaho Report file into OpenERP’s v7 interface

  This post follows on on from our last article, ‘Adding your Custom Query into Pentaho Report Designer’ https://knowledgement.ie/general/adding-your-custom-query-into-pentaho-report-designer – it is recommended that you read through the previous articles for ease of reference.   We have now created a Custom Report query in Pentaho Report Designer, and produced a file in…

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Adding your Custom Query into Pentaho Report Designer

Following on from our last article, ‘Using Pentaho Report Designer to Create Reports for OpenERP v7′:  https://knowledgement.ie/technical/using-pentaho-report-designer-to-create-reports-for-openerp-v7 – it is recommended that you read through the previous articles for ease of reference. We now move on to adding your custom query to the report page layout. If you are familiar with…

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Using Pentaho Report Designer to Create Reports for OpenERP v7

You can use Pentaho Report Designer to Create Reports for OpenERP v7 – Here’s a brief tutorial on how to get started. Simply open your Penatho Report Designer, and click Data > Add Datasource > Advanced > OpenERP Data Access Enter your hostname and port number (8069 will be selected by…

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Setting up Pentaho Report Designer for OpenERP v7 on your Windows Computer

In order to generate reports from OpenERP v7 you need to have Pentaho Report Designer downloaded from Pentaho’s website and unzipped on your computer. The package is a binary package which doesn’t need installation on your computer and hence you can run it from the folder where you unzipped it….

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OpenERP – Counties of Ireland and States of India List to Upload

OpenERP keeps a list of all the states for a country. In earlier versions this list used to be only restricted to United States but this can and should be expanded to have the states of all the countries. To start with Ireland counties are not there in the database…

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Work out for Service Contracts and FAQ

In this blog, we’ll go through the sections on Service Contracts, and the FAQ. Firstly, we shall break down the terminology around Service Contracts – below, you will see the start screen for this module: A service contract is recommended to maintain a healthy trading relationship with the client. It will also help…

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Vtiger/VTPlus – How to change password and other stuff

In this blog we will be going through how to add functionalities such as new currencies, customizing themes, and so on. To navigate to ‘My Preferences’, move your cursor to the far right side as shown in screenshot below:     Once you click this, the following screen will appear;…

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Easy Steps to Implement SMS Notifier in vtiger CRM/VT Plus

In this blog, we will go through how to send SMS to clients and suppliers, allowing fast communication with both. The SMSNotifier module is the means through which you can achieve this. As we know from previous experience, companies use mobile communication via SMS to promote their products and services…

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How to Create Trouble Ticket on vtiger/vt plus

In this blog, we will cover the Trouble Ticket module. In CRM , tickets are defined as any kind of customer service requests, as they occur, following the initial sales ‘onboarding’. A trouble ticket is a mechanism used in an organization to track the detection, reporting, and resolution of a…

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Providing Quotations to your Sales Opportunities using vtiger/vt Plus CRM

Let’s talk about Quotes Module of vtiger/vt plus CRM today. Quotes are provided to opportunities. A quotation is an estimate of the price for the required product and service for the customer. This is how the Quotes module home-screen looks like: A Quote can be defined as a formal statement issued…