New user of Tryton here. We are in Canada, and are evaluating Tryton for a small manufacturing business running multiple machines across three 8-hour shifts. The Production module looks very much like what happens on the factory floor, which is great. But I am struggling with a few items.
I have put up a docker image (although not yet one with the ‘-office’ suffix, which I know is required for PDF and so I will do shortly), with Universal Chart of Accounts. I have been trying to get reports working, but in most modules the ‘Print’ icon is disabled. The few areas where it is enabled, I don’t see meaningful output. Even on the Tryton demo site (demo7.4.tryton.org).
I would be grateful for some guidance on how to get my head around Reports:
- Why are so few reports accessible in the modules?
- Are there more that need to be imported (or enabled)?
- How to access the templates?
- Is there a library of sample templates I would review, and use as a starting point to create something suitable for this company?
- Is the primary paradigm to download the report and view it under LibreOffice, and then leave it to the user to decide whether to send it out? If there is, is there any way to get a preview prior to emailing.
The current workflow here is that for Customer Invoices, Sales/Purchase Orders, Supplier Invoices should have an option to email as PDF directly upon generation (or subsequently).
I am happy to write up a user guide/tutorial to make it easier for other new users to grasp this functionality based on my own stumbling.
I have read:
ODT or PDF report as an attachment for the emailed reports
and
advTHANKSance