Step-by-Step tutorial for beginners

Well I think they should be a very low number of them. But when one think it is required, it should clearly state for which use case it is.

For me, it should be in the form of “Seel also” which links other specific cases.

It is not needed, the discuss web site is automatically in multi-language thanks to the translation tools.

Yes I think all howto’s should be written in English (even if on support part of the forum we accept any language).

For me, only if it was created with Scripting Tryton Tutorial Video and published on our Youtube channel.

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You can add them as user support and then some user with trust_level_2 can edit them to include it in the how-to section.

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This is what I meant with step-by-step howto. Before one can post an invoice, all other things should be set up by an admin like setting up the accounting with sequences, taxes, bank account and so on. Next step would be creating or importing articles, move them to a depot and so on.

Furthermore I think videos are nice for presentation of a prodcut, but as admin I’d prefer a text documentation that I can follow step-by-step, can stop reading without having to stop a video and start it again.

Don’t know if a wiki qualifies for such a documentation. But we could try it.



I think we can have both of them.

A howto will be very useful for community (and future developers) and videos for end users.

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I think it would be very valuable to have this kind of documentation for tryton. I’m quite sure of the quality of this software because it’s based on good components, but the first step to validate a sale or a purchase is big. The first thing is to select the good modules, in my case the good template for french accounting, which is not trivial, and so on…
I think a basic text document “how to do my first purchase from scratch”… (so first company, first employee, first product etc…) starting for each step by which module and dependencies to install, even if it’s boring to go bask each time to module installation… I think it’s the best way to understand the structure of tryton modules.
Then the users, who have a minimum experience on ERPs (which is mandatory to my opinion), will learn the rest step by step with more and more complex cases


So let’s work together creating such a howto. I’ll take the time at the end of next week and set up a Tryton installation from scratch. I’ll document this step by step an write it down with a simple text-editor. With the help of the community upcomming questions can be solved and the howto can be presiced and refined.

I’ll come up next week when I setup Tryton again.


I agree almost word by word with you except for this sentence:

Because in example, you’ve response to me at How to book a leasing invoice topic with an answer which it’s almost perfect for me (and I guess for any Tryton user) but could be seen as a not general question:

Following your guideline this would be the sketch for that possible post:

Category: Howto
Sub-category: User
Post title: How to book a leasing invoice
Post description (answer):
In a leasing invoice the amortization is directly booked through one of its invoice lines.
In order to get this working you’ll need the account_asset module installed and the target amortization account setted as fixed asset.
Do not create an asset product, in this case, you will not manage the depreciation.

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I agree. Sometimes the time you feel most like writing it is right after you’ve figured it out for the first time! There can be a flag that says “rookie user created this”, but still it’s better than nothing! :slight_smile:

Have you done this? That would be incredible! I’ve setup the database and server–now I just need some text-based tutorials to follow to setup the users, companies, products, and figure out how to create a darn sales invoice… haha.

Can you email it to me, even if it’s not in a finished state?

I’d love to help out as well (maybe write the odd tutorial or something), but I’m just a Tryton noob (although I’m very good at Python, Postgres, and Docker).

Sean McCarthy
IJACK Technologies Inc

I had a good result by step by step installing and activating these modules (I’m french) :


created a user, a currency, a company, an employment, followed the wizard for french accounting to validate defaults accounts … a product, I don’t remember maybe a warehouse or something like that

and finally, I validated a sale and a purchase !!!

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After days of struggling trying to figure Tryton out (from a developer, admin, and user perspective), I finally found this administration manual. This should be a lot easier for new users to find!!!

I also managed to find this, for the server and Proteus config:

Not sure why the is not on the same website as . That would’ve made things a bit easier.


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I found a treasure :


Yeah I found that too. Great for developers and great for getting the server and database setup. Excellent, excellent resource, but not quite the full solution.

Once you’re past that, looking to import data and get users, modules, and accounts setup (admin and user stuff), it’s harder to find good guidance.

I figured out how to use Proteus to import my vendors and customers (I had ~1,000 so no manual entry). Almost there!


Hey guys,

As well as with Tryton ERP, I’ve been working with GNU Health which uses the Tryton framework as one of its components. It’s an amazing Tryton based project, I can’t find words to express how glad I am with it. Better than GNU Health, it’s just the Tryton project itself lol :wink:

I’d like to recommend you guys to take a look at their wiki page, specially at the way they organize the documentation and the type of documentation.

As I’m using, and administering the system in private hospitals in Angola, their wiki page is of the great help for me and the normal users.

Because I’m planning to heavily contribute to the Tryton project, I’d like to ask you guys what you think about their wiki page and do the same for Tryton. Or if you’ve already figured out the best way to start writing Tryton documentation, let me know something so I can start writing some material as a proposal.

As I was reading the topics regarding writing Tryton documentation in here, I realize that the chosen platform to write the documentation will be here. Am I right? If yes, how can I start contributing? Am I required to have a minimum level of trust? In the beginning I’m just planning to write User Tutorials.

Let me know your thoughts on this

Thank you for all your great work

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Could you enumerate which practes are good for end user documenation and you think we can use for our own cdocumentation?

Yes, the howto’s section is probably a good section to start. So feel free to write your tutorials there and we will be more than happy to edit them.

Yeah. For example, in this section I could install GNU Health completely, and although Tryton ERP can be installed easily with $ pip install tryton, this is the kind of documentation that users and system administration can much appreciate because after we follow all the steps we have the system ready to work. As it can happen with some module, for example GNU Health Laboratory Management System.
This is how I could start understanting how powerful Tryton can be. It is an incredible tool to manage any kind of resource. And then, after all that, it’s free.

In here, we have an explanation of the core modules that makes up GNU Health. And after this, they continue to explain the best practices to have the best working system. For example, they advise users to add people before adding patients. What this simply means is that we should add a party and then create a patient from the party previously added.

I’m unable to post on the HowTo’s section.
I think we need a way to have a guide to write the user documentation. A kind of roadmap. If you see the GNU Health wiki book, not all of the section are complete or even started, but nevertheless they have the topic there so anybody who wants to write on the topic, can write the documentation and post it. In this way we can see what is missing and need work, and what is done and needs improvement.
For example, in the User Tutorial we could create just the topics we think are relevant to have a good documentation for the best user experience. And then, with time we could fill all the topics with user documentation.

This is explained on the install trytond section. Some things that I may be improved:

  • Explain database requirements (PostgreSQL recommended)
  • Add how to install with pip
  • Add links to the download page where the distribution packages are found.

On the next sections is explained how to configure and run the server.

Probably this needs a little bit of love, so any proposal to improve it will be very welcome.

But you can publish on the User Support section and we can move them to the how to section the relevant topics :wink:

Yeah, and it is explained well, as it was in this way I could install Tryton ERP for the first time. However, as you said, it needs some improvement.

Ok, I got it ;). I will do it

Our website is published on it’s own repository. It’s a flask application and we accept proposals to improve it by using our development process :wink:

So any proposal to improve it will be very welcome.

Just to have it mentioned here as well:
I tried - as good as I can - to record my steps to introduce tryton, with the intention to make that useable for other beginners.
Here you find the result linked. It’s of course very much work in progress and as faulty as a beginner’s work naturally is. But any help is welcome to improve the piece and some day get it ready for publication.

My motivation to do this is:

  • better remember my own steps, as I forget so many of already achieved skills,
  • reflect the setup process more thoroughly and come to better solutions,
  • attract even more help

So it is close to 100% selfish… (-;