Basic Configuration

When a new database is created in Tryton and when you log in that database for the first time, you get the screen:

Welcome to the module configuration wizard!

Click on the OK button if you want to configure modules.

Creating users

The first configuration step in the wizard is Add users. If you want to create new users click on the OK button.

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The User tab on the Users screen

On the Users screen, go to the User tab:

User Tab

  • Name: The real name of the user.
  • Login: The login name of the user.
  • Password: The user login password.
  • Email: The e-mail address of this user.
  • Home action: The initial “home” screen for this user, usually set to “Menu” (see below) - for instance, for a user primarily entering sales, this can be set to Sales or New Sale.
  • Menu action: The menu viewed by the user.

Check the Active box if you want this user to be active. You can block a user from accessing the server by unchecking this box.

Access Permissions Tab

Under Groups click on the Add button and select the groups to which the user will belong. Select existing groups or create a new one.

Under Rules click on the Add button to add a rule. With a rule you can manage in detail what kind of access a user has on the different modules/fields.

Click on the New button and you get the Record rules screen.

  • Model: The model description.
  • Global: Check this box so the rule becomes global and every user must follow this rule.
  • Default: If you check this box the rule will be added to all users by default.
  • Read access: Check this box if you want to give read access to model.
  • Write access: Check this box if you want to give write access to the model.
  • Create access: Check this box if you want to give create access to the model.
  • Delete access: Check this box if you want to give delete access to the model.
  • Name: Name of the rule.

Preferences Tab

  • Language: Select the system language for the user.
  • Timezone: Select the timezone in which the user works.

When you have finished all the tabs for this user then click on the Add button. The user will be added to the system.

A new empty User screen will appear for adding another user. If you do not want to add more users click on the End button.

Installing modules

After you have added users with the wizard, a list of available modules appears.

To start a minimal system select first an accounting module by double clicking on the name and then click on the Mark for Installation button.

The account module contains a basic chart of accounts; additional modules may be available to more closely fit your local accounting laws (for instance, the account_nl module for the Netherlands).

Click on the Dependencies tab.

When you select a module to install, other modules on which it is dependent will be installed too (in this case the module account will be installed too).

When you have selected the module you want to install, click on the button Perform Pending Installation/Update. The System Upgrade screen appears with a list of modules that will be installed.

Click on the Start Upgrade button.

When the module is installed, the module configuration wizard appears.

Click on the OK button if you want to configure modules.

Creating a Company

The wizard to create a company starts. This “company” will be the organisation for which you will use the Tryton system.

The company submodule extends the party module and adds several fields: the currency, the list of employees and header and footer texts for reports. There is also a parent company field which allows setup of companies in a tree structure. The company model represents the actual organisation the users of Tryton are members of.

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The General tab of the Companies screen

Companies screen

  • Name: Your organisation name
  • Parent: The parent company (if one exists).
  • Currency: The currency that your organisation uses.
  • VAT Country: select the abbreviation for your country
  • VAT Number: When you select a VAT Country abbreviation you have to fill this field.

General Tab

In the group Addresses. This address will show up later in your invoices.

  • Name: Your organisation name
  • Active: Check this box if you want to be this organisation active
  • Invoice: Check this box if this is an address where invoices should be sent
  • Street: Streetname of your organisation
  • Street (bis): Alternative streetname of your organisation
  • ZIP: Post code of your organisation
  • City: City where your organisation is situated
  • Country: Country where your organisation is situated
  • Subdivision: State or province where your organisation is situated

Language: select one of the available languages. In the group Contact mechanisms. These contact mechanisms are the various ways (Email, Phone, Skype) by which a company can be contacted - they appear on your reports (invoices, etc.) In the group Categories. These categories can be used to organize or “tag” parties (including companies). Click on the tab Employees. Tab Employees Click on the button Create a new record, the Employee screen apears.

  • Name: First and last name of the employee
  • Active: Check this box if the employee is active in the organisation.

In the screen Employee click on the tab General.

General Tab

In the group Addresses.

  • Name: The employee name
  • Active: Check this box if this employee is active
  • Invoice: Check this box if you can invoice this employee
  • Street: Streetname for your employee
  • Street (bis): Alternative streetname for your employee
  • ZIP: Post code of the employee
  • City: City where your employee is situated
  • Country: Country where your employee is situated
  • Subdivision: State or province where your employee is situated

Language: select one of the available languages.

In the group Contact mechanisms. These are the various ways (Email, Phone, Skype) by which this employee can be contacted.

Tip

Creating Categories

To create or manage categories, use the Categories menu unter Party Management. Create a new record and give the Category a name.

Category examples: Gold partner, Silver partner, IT company, Consultant, etc.

In the group Categories. These categories can be used to organize or “tag” parties (including companies).

Tab Employees

Click on the button Create a new record, the Employee screen apears. ● Name: First and last name of the employee ● Active: Check this box if the employee is active in the organisation. In the screen Employee click on the tab General. Tab General In the group Addresses. ● Name: The employee name ● Active: Check this box if this employee is active ● Invoice: Check this box if you can invoice this employee Is this correct ??? ● Street: Streetname for your employee ● Street (bis): Alternative streetname for your employee ● ZIP: Post code of the employee ● City: City where your employee is situated ● Country: Country where your employee is situated ● Subdivision: State or province where your employee is situated Language: select one of the available languages. In the group Contact mechanisms. These are the various ways (Email, Phone, Skype) by which this employee can be contacted. In the group Categories. These categories can be used to organize or “tag” employees.

Tab Accounting

  • VAT Country: Select the country abbreviation for the VAT tax.
  • VAT Number: VAT number of the employee ??? (subcontractor?)
  • Invoice Payment Term: Term for a client to pay the invoice
  • Supplier Payment Term: Term for a supplier to pay the invoice
  • Account receivable: Select an account for the receivables
  • Account payable: Select an account for the payables (is this the account for the salaries?)
  • Customer Tax Rule: Select the appropriate tax rule for your situation
  • Supplier Tax Rule: Select the appropriate tax rule for your situation

Click on the OK button when done.

Tab Reports Under Header you fill in the text that you want to have in the header of your reports. under Footer you fill in the text that you want to have in the footer of your reports. Tab accounting

  • VAT Country: Select the country abbreviation for the VAT tax.
  • VAT Number: VAT tax number of your organisation
  • Invoice Payment Term: Term for a client to pay the invoice
  • Supplier Payment Term: Term for a supplier to pay the invoice
  • Account receivable: Select an account for the receivables
  • Account payable: Select an account for the payables
  • Customer Tax Rule: Select the appropriate tax rule for your organisation situation
  • Supplier Tax Rule: Select the appropriate tax rule for your organisation situation

When ready with all the tabs click on the Save this record button.

Installing a Chart of Accounts

Before we go further with installing and configuring modules we are going to create a chart of account. Financial management ‣ Configuration ‣ General account ‣ Create Chart of Account from Template

Double click to start the wizard.

In the screen Create Chart of Account:

  • Company: Select the organisation for which you create the chart of accounts.
  • Account Template: Select the template that you need for the accounting in your country.

Click on the button Create.

Language settings for the system

If you have users that want to use different languages in the system, you first have to set these languages active and translatable.

Go to the (left of the screen) Menu and select Administration ‣ Localization ‣ Languages

Select for the language of your choice the Translatable and Active check boxes. Save your settings.

Selecting other modules

You can now select the modules you need for your organisation processes. Menu ‣ Administration ‣ Modules ‣ Modules

For example, to allow creation of invoices, select and install the following module:

  • account_invoice

When you have selected a module you want to install, click on the Perform Pending Installation/Update button, and then the Start Upgrade button. Once the module is installed, a related configuration wizard may appear.

Click on the OK button if you want to configure the module.

Access management

To create a new group that has access to certain modules go to: Administration ‣ Models ‣ Models Access

In the Models Access screen click on the button Create a new record.

  • Model: Select a model to which the group will have access.
  • Group: The group name.
  • Read access: Check this box if you want to give read access to the model.
  • Write access: Check this box if you want to give write access to the model.
  • Create access: Check this box if you want to give create access to the model.
  • Delete access: Check this box if you want to give delete access to the model.

When you create for the Group a new record you get the Group screen. Go to the Access Permissions tab.

Access Permissions tab

Click on the Create a new record button. In the Access Controls screen select a model and check the appropriate boxes.

To define which fields the group has access to, go to Field Access. Click on the button Create a new record. In the screen Field Access select a field and check the appropriate boxes.