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ERP 2.50:User Manual

Contents

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:

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:


Related Documentation

Getting Started

Accessing Openbravo

You access Openbravo ERP through a Web browser.

Bulbgraph.png   If you are using Adblock Plus add-on, remember to disable it when using Openbravo ERP
To log into the application:


1. Enter your Openbravo ERP URL in the address bar of your browser.


The login window will display.

In case the login page does not display, verify your URL, or contact your system administrator.


2. Enter your user name and password.

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.

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3. Click login

The Openbravo ERP Home page displays.

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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.

More

Configuring Autosave

You can set up Openbravo ERP to automatically save changes in a document that has been modified.

More

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 IconUser.png and check the Set as default option.

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To change your passwords:

Click on the User Preferences button IconUser.png and go to Change password option.

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Navigating the Openbravo User Interface

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.

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Using Openbravo

Application Dictionary

Use the Application Dictionary Module to customize, modify, and adapt the application to your needs.

More


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.

More


Master Data Management

Use Master Data Management Module to define and edit information related to business partners, prices, and products.

More


Procurement Management

Use Procurement Management Module to manage requisitions, purchases, goods receipts, invoices, and analyze related reports.

More

Warehouse Management

Use Warehouse Management Module to create and edit warehouses, and manage inventory.

More


Production Management

Use production Management Module to create and edit your production processes, production control, and analyze related data.

More


Materials Requirement Planning (MRP)

Use the Materials Requirement Planning Module to edit your production planning, inventory control, and purchasing activities.

More


Sales Management

Use Sales Management Module to create and edit sales orders, goods shipments, invoices, commissions, and analyze related reports.

More


Project & Service Management

Use Project & Service Management Module to create and edit services, projects, analyze related reports, and add employee expenses.

More


Financial Management

Use Financial Management Module to create and edit accounting, assets, and receivables and payables.

More

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

Navigation shortcuts


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

Retrieved from "http://wiki.openbravo.com/wiki/ERP_2.50:User_Manual"

This page has been accessed 166,113 times. This page was last modified on 14 June 2011, at 11:04. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.