As I understand it correctly, you started with a complete empty Tryton system, so no modules installed. Then you activate the company module and start updating the database. In this case, Tryton should run some wizard to help you setup the company.
Personally I prefer to do it myself because some extra steps are needed. to get started.
That is correct. After I had Tryton installed, I logged in as admin & then activated the modules which included Company, Country & Currency.
I am assuming these were already installed when I ran the script which parsed its way through the version 7.0 mudules.txt file & then after logging in as admin, I activated them. I tried to import the countries & currencies but it stated that proteus had to be installed. Is this the case?
In the indicated thread, it was stated that to create the default company, one had to create the default company by selecting Party → Configuration → Company. That is what is not found in the Tryton installation even after activating the installed Company module.
I installed Proteus wthin the Tryton virtual environment but could not get anywhere with the import commands as the response states that Proteus has to be installed to run the script. Was unsuccessful in my search for help using Proteus to run the import company & currencies scripts.
Scratch this. I used what I should have just went and done…pip install proteus. All is good with running the scripts.
I wasn’t sure the Company selection within the client was the same thing & thought that it may have been something that was supposed to have been installed.
Hi edbo, I performed the above steps & ensured that everything was installed bur am still experiencing not eing able to pull in the company information when adding employees or associating a user with a company. The company dropdown does not populate with the company name.
I also followed this thread but when choosing to add a company, after entering the company name and selecting the next input box for Currency, the company name disappears & even though I chose to save the information, the new company does not appear. Obviously I’m not doing something correctly.
Yes, it does the same thing Selecting Company…New…Input the company name on the Party line, move to Currency & once the currency is selected, the Party (company name)disappears rendering an unusable record. If I am doing the correctly, the behavior is the same as my installation
The Party field is a link to a Party. So you have to first add you company details as a party. So go to Parties -> Parties and create a new party. Enter your company details and save it. Then in Companies -> Companies add your newly created party in the Party.
That helped. I can see it is going to require a lot of familiarization with how Tryton works. Would be really helpful if there is user documentation that goes through the configuration of the program usage.
I have once created a Tryton cheat sheet on A0 paper format. One half showed the windows and menus, the other all the fields and their icons. Generally speaking the interface is not that difficult but you have to understand how the fields work and where the icons are for. I will see if I can find it in my pile of digital garbage and update it to the newest version.
See docs.tryton.org, in certain places it lacks a deeper level, because of the modularity of Tryton. Modules depend on each other or not which makes it hard to write more general documentation. And sometimes this kind tutorial style documentation is rejected.
Maybe you have seen it already, I have created a set of documents on how to install Tryton. It can definitively be improved, so try it out and let me know what you are missing.