ERP 2.50:User Manual
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Contents
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Preface
About this User Manual
The Openbravo ERP User Manual 2.50 is intended as a reference for end user of Openbravo ERP and provides guidance on usability and features of Openbravo ERP from functional perspective.
This document explains:
- How to operate the user interface
- The function of each screen
- How to execute the main business processes
Readers do not require any programming and software development knowledge.
This document has been designed with the idea of being "open" - any person can add value and share knowledge by adding content directly on the Wiki.
Core Features
Openbravo ERP consists of the following functional modules which represent specific ERP functions:
- Master Data Management
- Procurement Management
- Warehouse Management
- Production Management
- Materials Requirement Planning (MRP)
- Sales Management
- Project and Service Management
- Financial Management
Related Documentation
- Openbravo ERP Functional Documentation
- Openbravo ERP 2.50 Release Notes
- Openbravo ERP Configuration Manual
- Openbravo ERP Developer's Guide
Getting Started
Accessing Openbravo
You access Openbravo ERP through a Web browser.
 | If you are using Adblock Plus add-on, remember to disable it when using Openbravo ERP |
| To log into the application:
In case the login page does not display, verify your URL, or contact your system administrator.
The user name and password are assigned by the system administrator. If you don´t know your user name and password contact your system administrator. |  |
| 3. Click login
The Openbravo ERP Home page displays. |  |
Configuring the Heart Beat and Registering your System
The first time you log into the system, you will be prompted to setup the Heart Beat functionality and register your system.
Configuring Autosave
You can set up Openbravo ERP to automatically save changes in a document that has been modified.
Setting Your Preferences
Typically, the System Administrator configures the application settings for all the users. Those include roles, passwords, access to windows, tabs, and fields, etc.
However, as a user, you can edit some of the settings such as language, organization, entity, and role you want to work with by default.
| To change the default login settings:
Click on the User Preferences button |  |
| To change your passwords:
Click on the User Preferences button |  |
This chapter explains more in depth the communication interface between the user and the application. It consists of a description of menu functions (toolbar, commands, tabs and buttons), windows functions and common functions of the application. The goal of this chapter is to enable you to work more efficiently with Openbravo ERP.
Using Openbravo
Application Dictionary
Use the Application Dictionary Module to customize, modify, and adapt the application to your needs.
General Setup
Use General Setup Module to edit basic settings such as languages, currencies, menus, workflows, alerts, clients, roles, users, organizations, banks, and importing data.
Master Data Management
Use Master Data Management Module to define and edit information related to business partners, prices, and products.
Procurement Management
Use Procurement Management Module to manage requisitions, purchases, goods receipts, invoices, and analyze related reports.
Warehouse Management
Use Warehouse Management Module to create and edit warehouses, and manage inventory.
Production Management
Use production Management Module to create and edit your production processes, production control, and analyze related data.
Materials Requirement Planning (MRP)
Use the Materials Requirement Planning Module to edit your production planning, inventory control, and purchasing activities.
Sales Management
Use Sales Management Module to create and edit sales orders, goods shipments, invoices, commissions, and analyze related reports.
Project & Service Management
Use Project & Service Management Module to create and edit services, projects, analyze related reports, and add employee expenses.
Financial Management
Use Financial Management Module to create and edit accounting, assets, and receivables and payables.
Keyboard shortcuts
You can use the following keyboard shortcuts in Openbravo ERP:
General Shortcuts
| Shortcut | Function |
|---|---|
| Ctrl+U | Open User Option window |
| Ctrl+Q | Log out |
| F8 | Open Alerts |
| Ctrl+I | Open About window |
| Ctr+H | Open Help window |
| Ctrl+R | Refresh the current window |
| Ctrl+Shift+Backspace | Go back |
| Ctrl+G | Toggle grid view |
| Shortcut | Function |
|---|---|
| F9 | Expand / collapse the menu |
| F10 | Move cursor focus to the File menu |
| Ctrl + M | Show / hide the menu. |
| Ctrl+Shift+M | Expand or collapse the menu |
Editing shortcuts
| Shortcut | Function |
|---|---|
| Ctrl+N | Create new record |
| Ctrl+S | Save record |
| Ctrl+Shift+S | Save record and new |
| Ctrl+D | Delete record |
| Ctrl+Z | Undo changes |
| Ctrl+A | Attach files to transaction |
| Ctrl+F | Search |
| Ctrl+Home | Go to the first record |
| Ctrl+End | Go to the last record |
| Ctrl+ArrowLeft | Go to the previous record |
| Ctrl+ArrowRight | Go to the next record |
| Ctrl+L | See linked items |