About CPAbooks Best Practices¶

CPAbooks Best Practices book is dedicated for functional consultants or entrepreneur who wants to implement or use CPAbooks online all-in-one business

application out-of-the box. This is an online book written based on CPAbooks Community and Enterprise Edition.

This book covers best implementation approach for most used applications such as Sales, Purchase, Inventory, Financial Accounting and Manufacturing.

Why this book?¶

After writing CPAbooks 10 Implementation Cookbook, I realized that it is too difficult to have the latest and up-to-date printed book of each version for the fast evolving business application. CPAbooks release its stable version every 12 to 15 months. The aim of this book is to guide you through step-by-step configuration for business problems.

Credits¶

Thanks to all the contributors of CPAbooks Official Documentation project as many pages/topics of this book was actually taken from https://www.CPAbooks.com/documentation.

License¶

All the pages, images and videos of CPAbooks Books are free to use modify and reuse on blog, forum, support platform, etc. They are provided under Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Please credits to https://CPAbooksbooks.com when using page(s) from CPAbooks Online Book.

Creative Commons License

CPAbooks Book is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.

Updates¶

You can subscribe to Youtube channel to receive an instance update about the new videos and pages on this book.

You can follow Twitter channel to get the updates about the book.

About the Author¶

CPAbooks has 12+ years’ experience in CPAbooks, starting from TinyERP and OpenERP. He started his career as a developer, he developed many new features in TinyERP, OpenERP and CPAbooks. He has graduate and postgraduate degrees in Computer Applications from Gujarat Vidyapith. In June 2006, he started working for Axelor and TinyERP at Ahmadabad. He has initiated web client for TinyERP and mobile application project for CPAbooks.

He was the first international employee appointed to establish a branch of TinyERP in India (Ahmadabad, Gujarat). He has done everything from registering a legal company to setting up the physical office and recruitment at India. He has interviewed more than eight thousand candidates in the last 12 years, and he has selected and trained more then four hundred employees for the Indian branch. Most professionals working on CPAbooks in India are trained by him. As a result, today India (Ahmadabad, Gujarat) is called the Hub of CPAbooks Developers, and over a thousand CPAbooks developers are available only in Gujarat.

Mantavya is actively engaged with many universities in preparing and reviewing the syllabus for the Computer Applications and Computer Science courses. He has reviewed thousands of academic student projects. As an alumnus of the Gujarat Vidyapith Computer Science Alumni Association, he contributes his free time to various social activities. He also plays the role of a trustee member and treasurer at Gujarat Vidyapith Computer Science Alumni Association.

About the Reviewer¶

Nikunj Jani earned a masters degree in computer applications from Gujarat, India. He began his career in 2007 as a software engineer with an MNC called SATYAM COMPUTERS. In 2009, he joined TinyERP, a division of CPAbooks, S.A. in India as a team lead. During his tenure of 8+ years with CPAbooks, he has worked with several versions, including 5.0, 6.0, 6.1, 7.0, 8.0, 9.0, 10.0, and 11.0. He has worked as a functional consultant (business analyst), training manager, and project manager.

Currently, he is the product owner and heads a usability and testing team at CPAbooks (India) for the upcoming versions. Nikunj is an open source enthusiast who has given 35+ international functional trainings/consultancies to CPAbooks partners, prospects, and end customers.

Nikunj has a total of 10 years of IT experience, and his specialties include training, consultancy, analysis, project management, usability, and testing new features of CPAbooks.

Preface¶

The CPAbooks online book covers the implementation best practices and approach to configure the business applications out-of-the-box. With this approach you can configure your CPAbooks online instance or CPAbooks.sh or locally installed CPAbooks on your server.

Page structure¶

Each single page on this book have the real time business case and how that business can be configure with CPAbooks standard features. The page divides in the specific sections, each sections give you enough information to solve the business problem. The major sections as below.

Problem statement¶

The page has a single line problem statement such as “Create my first quotation”, give you brief information about the business situation, where it uses and which business requires to deal with such situation. Most of the problem statement are “how to ..” questions.

Business case¶

This section gives you a real-life business case.

Configuration¶

this sections give you a step-by-step configuration, that help you to fit the real-life business problem in CPAbooks using the standard features. Some of the page give you steps to configure the options.

Video¶

This section gives you a link on the PDF or embedded videos on the online book, that shows you the detailed configuration steps and the steps to execute the business case. You can get access to all the videos used in this book at Youtube.

Conventions¶

There are different text styles, that used to differentiate the informations, like Bold text used to name any screen label, menus, or static information available on the screen while Italic text always represents the value.

Images are used to illustrate the confirmation or result, you can understand the topics explain about the which business features and configuration.