OpenbravoPOS Administrator guide

Managing authentication and authorization

Editing roles and permissions

Go to Maintenance under Administration and Select Roles.

For editing the permissions you would have to create a new role and edit the permissions in there. The format used is an XML file which describes the forms to which the role has permission to access.

By default the administrator role has access to all the application, which can serve as base for new roles.

This is the application's list of options you can grant access to roles:

Sales panels

   <class name="com.openbravo.pos.sales.JPanelTicketSales"/>
   <class name="com.openbravo.pos.sales.JPanelTicketEdits"/>
   <class name="com.openbravo.pos.customers.CustomersPayment"/>
   <class name="com.openbravo.pos.panels.JPanelPayments"/>
   <class name="com.openbravo.pos.panels.JPanelCloseMoney"/>
   <class name="/com/openbravo/reports/closedpos.bs"/>

Sales panel buttons

   <class name="button.print"/>
   <class name="button.opendrawer"/>

Payment methods

   <class name="payment.cash"/>
   <class name="payment.cheque"/>
   <class name="payment.paper"/>
   <class name="payment.magcard"/>
   <class name="payment.free"/>
   <class name="payment.debt"/>
   <class name="refund.cash"/>
   <class name="refund.cheque"/>
   <class name="refund.paper"/>
   <class name="refund.magcard"/>

Customer panels

<class name="com.openbravo.pos.forms.MenuCustomers"/>
<class name="com.openbravo.pos.customers.CustomersPanel"/>
<class name="/com/openbravo/reports/customers.bs"/>
<class name="/com/openbravo/reports/customersb.bs"/>

Stock management panels

<class name="com.openbravo.pos.forms.MenuStockManagement"/>
<class name="com.openbravo.pos.inventory.ProductsPanel"/>
<class name="com.openbravo.pos.inventory.ProductsWarehousePanel"/>
<class name="com.openbravo.pos.inventory.CategoriesPanel"/>
<class name="com.openbravo.pos.panels.JPanelTax"/>
<class name="com.openbravo.pos.inventory.StockDiaryPanel"/>
<class name="com.openbravo.pos.inventory.StockManagement"/>
<class name="/com/openbravo/reports/products.bs"/>     
<class name="/com/openbravo/reports/productlabels.bs"/>     
<class name="/com/openbravo/reports/productscatalog.bs"/>
<class name="/com/openbravo/reports/inventory.bs"/>
<class name="/com/openbravo/reports/inventoryb.bs"/>
<class name="/com/openbravo/reports/inventorybroken.bs"/>
<class name="/com/openbravo/reports/inventorydiff.bs"/>

Sales management panels

<class name="com.openbravo.pos.forms.MenuSalesManagement"/>
<class name="/com/openbravo/reports/usersales.bs"/>
<class name="/com/openbravo/reports/closedproducts.bs"/>
<class name="/com/openbravo/reports/taxes.bs"/>
<class name="/com/openbravo/reports/chartsales.bs"/>  
<class name="/com/openbravo/reports/productsales.bs"/> 

Maintenance panels

<class name="com.openbravo.pos.forms.MenuMaintenance"/>
<class name="com.openbravo.pos.admin.PeoplePanel"/>
<class name="com.openbravo.pos.admin.RolesPanel"/>
<class name="com.openbravo.pos.admin.ResourcesPanel"/>
<class name="com.openbravo.pos.inventory.LocationsPanel"/>
<class name="com.openbravo.pos.mant.JPanelFloors"/>
<class name="com.openbravo.pos.mant.JPanelPlaces"/>
<class name="/com/openbravo/reports/people.bs"/>
<class name="com.openbravo.possync.ProductsSyncCreate"/>
<class name="com.openbravo.possync.OrdersSyncCreate"/>

<class name="Menu.ChangePassword"/>
<class name="com.openbravo.pos.panels.JPanelPrinter"/>
<class name="com.openbravo.pos.config.JPanelConfiguration"/>

Users

Go to Maintenance under Administration and Select Users.

To create a new user click on the button new. Type the name under Name, and then select their role. You want them to be visible, so leave that alone.

Setting up the stock

Taxes

Go to Stock under Administration and Select Taxes.

Here you can set up tax bands that will later be associated with products. This allows taxation calculations to be performed automatically.

To create a new tax band click on the button new, edit the name and set the rate value. After you are done, save using the save button.

Categories

Go to Stock under Administration and Select Categories.

Managing the catalog consists of setting up categories and adding products to those categories. Note that products must belong to one category.

You will notice that the interface is very much alike to that of the taxes screen. Here you can define several categories under which you can fit your products.

Categories are organized hierarchically. Edit the parent category of the category you are editing selecting it in the drop down list Category.

Optionally you can add a picture for each category editing the Image field. To do this press the button with the folder, browse your files and select the desired image.

You can also add all the products that belong to one category pressing the button Add to catalog and also remove all of them pressing the button Remove from catalog.

Products

Go to Stock under Administration and Select Products.

The barcode field is the value that will be used to search products when using the barcode reader.

You must set the buy price and the sell price. This can be done just writing the selected sell price with or without taxes included, or editing the desired percent margin per unit.

Note that every product must belong to one category and must have its tax band.

Optionally you can add a picture for each product editing the Image field. To do this press the button with the folder, browse your files and select the desired image.

In the tab Stock you can edit the Stock cost by year and Stock volume values for report purposes.

In the tab Properties you can select if the product must be visible in the catalog panel of the sales panel, if it is an auxiliary product and if it is a product that is sold by weight.

Change the default receipt layout

Edit the receipt

In Openbravo POS much of the advanced configuration is managed from the resources panel rather than with a GUI. Such is the case for the receipts

To change the default ticket you must go to the Resources panel and edit the resource with the name Printer.Ticket.

Openbravo POS uses Apache Velocity to parse the XML templates. The reference to Velocity contains further information for the syntax used.

In the receipt there are available all of the public methods of the net.adrianromero.tpv.ticket.TicketInfo class in the $ticket variable and the public methods of the net.adrianromero.tpv.ticket.TicketLineInfo class in the $ticketlines variable.

The default ticket template can serve as a good starting point.

Editing the image

The default image can be changed editing the resource Printer.Ticket.Logo The image types supported vary by printer. Most thermal printers support them, and most dot-matrix ones don't. The image must be 256 px wide at most.

To remove the image from the ticket you have to edit the Printer.Ticket resource and remove the references to the Printer.Ticket.Logo resource.