How to Use Microsoft Outlook as an ERP

Written by suqing wang
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How to Use Microsoft Outlook as an ERP
Perform ERP operations in Outlook. (tools for planning image by Chad McDermott from Fotolia.com)

The Microsoft Outlook plug-in allows you to use Outlook as OpenERP, an open-source application. Through implementing the plug-in, you can perform ERP functionalities in Outlook e-mail client. These functionalities include creating contacts or partners from e-mails, archiving an e-mail and its attachment to OpenERP and sending files to an OpenERP document. The plug-in works only with Microsoft Outlook 2003 and 2007.

Skill level:
Easy

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Instructions

  1. 1

    Contact Axelor and purchase Microsoft Outlook plug-in from the Axelor. Install the plug-in upon acquisition. You only need to accept terms and regulations and click "Next" to finish installation. Click "Start," "All Programs" "and Microsoft Outlook" to open Outlook. In Outlook, click "Tools," menu and select "OpenERP Options." The Outlook plug-in was once available for free, but now you need to buy it from Axelor.

  2. 2

    Configure the Outlook plug-in by entering parameters in the "Options" window for accessing the OpenERP server. Enter the OpenERP Server's IP address or domain name in the text box next to "OpenERP Server URL:". Enter "8069" for the OpenERP port. Enter the username and password of your OpenERP account. Enter your chosen database. Click the "Test Connection" button to test the connection. Upon successful connection, click "OK" to finish the configuration.

  3. 3

    Right-click the email you want to archive to the OpenERP. Select "Archive to OpenERP." In the "Archiving Email" window, search for the email ID through the "Search" button. If the email ID doesn't exist, you can create a new contact for this e-mail address. Click the "Create Contact" button at the bottom of the page. Enter "Contact Name," "Office" and "Mobile," and click "OK" to finish adding a new contact.

  4. 4

    Press the "Archive" button beside "Create Contact" to continue archiving. If the email has an attachment, a dialogue will prompt to ask for permission to save attachments to OpenERP. Click "Yes" if you wish. The success message should appear now.

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