• Welcome to APOGEE! A powerful top level software project. APOGEE is an Enterprise Resource Planning (ERP) System written in Java and houses a large set of libraries, entities, services and features to run all aspects of your business.
• This manual will describe all aspects of this powerful ERP system. The manual starts with the basics of what APOGEE is and how it works, and describes high level concepts like the entity engine, service engine, widget system and so on. In addition the manual explains the core application of this framework like the Party Manager, Order Manager, Accounting system, and others.

Why we have APOGEE setup application #

If you are the company and also want to use APOGEE for running your business then you easily be able to setting your information for start running the system quickly via The APOGEE Setup Application.

Core Business Applications #

Most businesses share universal needs. They require accounting functionality, managing customers, placing orders, book-keeping, invoicing and so on.

APOGEE is designed so that such basic universal business needs are available through a set of core business applications. These applications all share a unified data-model with a set of unified services to implement this functionality.

This section of the manual will describe each core business application starting with a high level overview of design and purpose down to the details of how to achieve common tasks.

Help for setup Edit Facility #

The Edit Facility screen is used to manage a warehouse, a store with related inventory.

• The Product Store screen is used to manage a store with has all the information needed to sell products.
• For example shippings ,a series of catalogs, which are composed of product categories and products, and also used to configure the payment processing settings , fulfillment, notification, promotions, payment processing, and tax calculation policies , and etc.

Help for setup Edit product Store #

• The WebSite screen is used to manage the details of a WebSite.
• The WebSite record is used to configure which Product Store to use for your site that references it.

Help for setup create First customer #

• The First Customer screen provides
• create/edit the first customer of your organization
• and also setup the “Shipping Destination Address” , “General Correspondence Address”, any telephone numbers, and email addresses you want for your first customer.

Help for setup Edit Catalog #

• It provides an overview on Catalog, Category, and Product which is the first one of your organization.
• You will be able to create/edit Catalog, Category, and Product for your organization and also be able to create order by that product.

Help for setup Edit First Category #

The Edit First Product Category screen is used to manage the first category with related the first catalog.

Help for Setup Edit Product #

The Edit First Product screen is used to manage the first product with related the first catalog and the first category.

Help for View Organization Profile #

• This screen shows details of an individual profile.
• It displays specific information regarding the contact and profile information. The lower part of the screen shows the contact information details indicating the address, telephone number, or email used to communicate with your organization.

Party #

Overview #

• A party can be a person or a company (or a group of parties).
  Party application can be use to manage:
• This application is used to manage profile, contact information, relationship, role, communication, classification, …​

Parties management in UI #

Help for the party Find screen #

• The ‘Find Party’ is the default screen for the Party Manager application. It is used to locate existing parties.
  Various search criteria can be used, either based on the general party data like name role and type but also on the postal address, telephone (Telecom) and other like email address.
• If the find button is pressed, a list is presented containing several columns.
• The first column shows the Party ID. This is a string that uniquely identifies the Party in the system.
• The second column shows the Party logins. This is the string the user enters when logging into the system.
  A single Party can have more than one login. In this case the “(many)” string is showed in place of the login string. The complete list of user logins can still be seen in the Party details screen. If a Party has no user login associated the string “(none)” is shown.
• In the “Main Roletype” column the role is listed which is a child of the “Main role”” roletype. It is currently set to “Organisation” and “SFA Role”. The later to be prepared to use he party in the SFA component. See the  [[Marketing]] for more information

From Party to Order #

This screen can be a starting point for Order management (view existing, create a new one, …​).

• For each Parties listed, there are links to Order management action.
• Before taking the order, you might want to update the party’s information: is the address and phone number current, how will they be paying for the order (credit card number current? EFT information correct?), or perhaps review their ordering history (are there an excessive number of returns?). To look at their file, either click on the [Party ID] or the [Details] link.
• If the contact from your customer is specifically about a previous order, you can click on the [[Orders]] link which will take you to a table of all their previous orders.

Parties Processes #

How to create the main company #

• APOGEE needs to have at least on main company set up that will represent the main business or organization. If you have installed APOGEE with the demo data then the main company already exists.
  If you have installed APOGEE without the demo data then it will not exist so you will need to create it.
• This is done in Party Manager.
• This tutorial is quite simple, only 4 step.
• This process is running automatically every day in APOGEE demo (trunk) as a GUI process test. The associated video (showing all the actions described in this tutorial) can be visualize at [[How to Create the main Company]]
• find what you want to do below
• [[step Party]]
• [[step Address]]
• [[step Address purpose]]
• [[step role]]

Security for content management #

• All services defined in the content component are safely secured. If you are in a safe environment, want to save more complex contents and get blocked by the security policy you might want to override the security only in the content component.
• Typically when using content/control/WebSiteCms?webSiteId=CmsSite (ie “Edit[ing] WebSite CMS For: CMS Web Site [CmsSite]”), the service updateTextContent may prevent you to save contents with a message like
• To override the security you can change definitions of other content services by changing the security on field “textData” from “safe” to “any”. That’s of course an example and you may find other similar cases.
• You may also prefer to change the security policy at an upper level. See owasp.properties file.

Miscellaneous Party Glossary #

Agreement #

• An agreement is a way of recording a business arrangement or contract that your business makes with other companies or individuals. For more details have a look to Agreements management in accounting component.

Person #

Person is a human being as distinguished from a party group which is an organization. Human beings and organizations have different attributes i.e. People have first and last names while groups have group names. Both person and party group are types of parties and share information and processes common to [parties].

Security Group #

A security group is a collection (or a set) of application privileges that can be assigned to a user login id. A user can be assigned to multiple security groups

Supplier #

Role of a party that something if purchased from.

Vendor #

Role of a party that sells something with the system.

Catalog #

• The Catalog Manager creates or provides access to a variety of information. Whether Products, Catalogs, or Categories, this screen offers search tools and links to get you to the type of information you need or are working with quickly and accurately.
• The Catalog Manager application is used to manage the products, all what is purchase, sale, build, used, …​ by the company. A product can be physical or digital.
• With catalog application, you can manage all data associated with Product : category, catalog, price, id, …​.

Overview #

• A party can be a person or a company (or a group of parties).
  Party application can be use to manage:
• This application is used to manage profile, contact information, relationship, role, communication, classification, …​

Help for catalog Main screen #

• Down the left hand column are 4 sections:
• Each of those sections are discussed below before we begin to explore the Catalog Administration Main Page.
• Navigation Panel The Left-hand Navigation Panel is visible even when working under the other tabs. The content displayed will vary according to what choices you have made.
• This document is arranged to walk you through the Navigation Panel search tools (Search Products, Browse Catalogs, Browse Categories, and Category Products) and links first.
• As you come to the desired Edit or Creation window, jump in this document to the associated ‘Edit’ discussion.
• Some symbols used as shortcuts Brackets [] Application links as found on the screens are represented in this document with brackets around them like [this]. When you see a bracketed item, you can know we are referring to a link or key or ‘button’ which will initiate the indicated action.
• Greater than symbols >> The single (>) or double (>>) greater than symbols can be read as ‘takes you to’ or ‘leads to’ or ‘results in.’ These are sometimes used in this document to indicate that from this screen, if you click on the [Bracketed Link], you will be taken to Next Process.
• Within the pop-up calendars, however, the (>>) jumps you ahead one year and the (<<) jumps you back a year.
• An asterisk * marks those items which must be completed on a screen before the desired action can occur.

Catalog #

Catalogs overview #

• A product catalog is used to group many product categories together and forms an intermediate step in the organization between products, categories, and stores.
• The product catalog can be used to define a common look and feel for all categories in this catalog and specify the way different categories will behave.
• For example, it is very useful for stores which sell products from different manufacturers or completely different product types that require differing presentations to the customer.
• **Sequence from a Store to the Products
• Although the process sequence through the tabs discussed below does not correspond with the tab layout within the Catalog Manager, the progression of the steps is intentional.
• All of these details are handled within the Catalog Manager.