Welcome to TioLive Tutorial web-page. As it can be difficult to learn a new software from documentation, we created the following tutorials. They will help you to learn TioLive basics and can be used as training support for TioLive users.
It usually takes one or two business days to complete the 17 steps. Once it is done and if you need more information, please read the available TioLive documentation which complete the following tutorials.
TioLive GENERAL
How to Log In ERP5.(Read - Download)
This tutorial explains how to log in your ERP5 instance, and how to recover your password if you lost it.
TioLive BASE
How to Create New Persons. (Read - Download)
This tutorial teaches how to add new Person records to ERP5 such as clients, suppliers, staff etc.
How to Create New Organisations. (Read - Download)
This tutorial teaches how to add new Organisations records to ERP5 and edit their details.
How to Link Persons and Organisations. (Read - Download)
This tutorial explains you how you can easily establish relations between persons and organisations in ERP5.
TioLive TRADE
How to Create and Manage Products. (Read - Download)
This tutorial teaches you how to create and edit the details of your offer in ERP5, whether it is a product or service based offer.
How to create and apply Trade Conditions. (Read - Download)
This tutorial will teach you how to create and apply Sale Trade Conditions to your Sale orders. Trade Condition will help you save much time when editing orders in ERP5 . Purchase Trade Conditions work the same way, so you can learn how to handle them by reading this document.
How to Create and manage sale orders. (Read - Download)
This tutorial will teach you how to create sale orders to manage the orders from your customers. This will also teach you how to generate the related sale packing list.
How to manage sale packing lists. (Read - Download)
This tutorial will teach you how you can handle the sale packing lists with ERP5 , which means organize and detail the shipment of your orders. You will also learn how to generate the related invoice, to send to your customers.
TioLive ACCOUNTING
How to manage invoices. (Read - Download)
This tutorial will teach you to generate invoices and print them for your customers. This tutorial introduces some accounting principles, and how to manage those with ERP5 .
How to create a payment. (Read - Download)
This tutorial will teach you how to create the payment related to an order, and how to proceed with the related accounting transactions.
How to create Purchase transactions from scratch. (Read - Download)
This tutorial will teach you how you can create a Purchase Transaction from scratch, or a Sale Transaction, as it works exactly the same way.
How to generate accounting reports. (Read - Download)
This tutorial will teach you how to generate accounting reports such as a Journal or a Profit and Loss report.
TioLive CRM (Customer Relationship Management)
How to create a campaign. (Read - Download)
This tutorial will teach you what a ticket and an event are in ERP5 and will explain how you can create a Sales Campaign in ERP5 .
How to create outgoing events. (Read - Download)
This tutorial will teach you how to create outgoing events in ERP5 . Outgoing events can be phone calls, fax messages, emails etc, that aim at contacting a customer or a prospect.
How to post outgoing events. (Read - Download)
This tutorial will teach you how to post, or send in the case of an email, your outgoing events.
How to request to post events. (Read - Download)
This tutorial will teach you how to request someone from your team to post an event that has been previously created in ERP5 .
How to process incoming events. (Read - Download)
This tutorial will teach you how to create and assign incoming events in ERP5 . Incoming events are messages that you receive from your customer or prospects, and that will need to be stored in a ticket and processed by someone of your team.
TioLive Knowledge Management
How to manage document versionning. (Read - Download)
This tutorial will teach you how to manage document versionning into TioLive. Version of a document is use to keep track of the history of the document and to let know to everyone which document is official and which is not.
TioLive Communication Tools
TioLive provides an email, a chat and a VOIP account to every user of any instance. In order to use them you will need to use clients such as Thunderbird, Outlook or Evolution for the mail, PSI, Ichat or Trillian for the chat and Twinkle for the VOIP. The list is not exhaustive at all and you can use any client which support the standard protocols for each use.
We have written documentation for the software we personally recommend to use and for which we know they support the official protocols.
How to configure PSI to use TioLive Chat account. (Read - Download)
This tutorial will teach you how to configure the PSI client to use TioLive chat account. With TioLive chat, you will be able to instantaneously communicate with any of the TioLive users.
How to configure Thunderbird to use TioLive email account. (Read - Download)
This tutorial will teach you how to configure Thunderbird to use your TioLive email account.
How to configure Twinkle to use your TioLive VOIP account. (Read - Download)
This tutorial will teach you how to configure Twinkle to configure your TioLive VOIP account. You might also be interested in reading the tutorial How to configure a Nokia Phone with TioLive Voip Account.