Projects:POS/Acceptance Testing
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Openbravo POS management
1. Create taxes
- Introduction:Set up taxes to relate to products
- Steps:
- Login as administrator
- Go to Administration -> Stock
- Click on Tax Categories button
- Click New and fill Name:
- Name:Category VAT 16%
- Save
- Name: Category VAT 7%
- Save
- Go back to Administration -> Stock
- Click on Taxes button
- Click New and fill Name, Tax Category and Rate:
- Name:VAT 16%
- Tax Category: Category VAT 16%
- Rate:16%
- Save
- Click New and fill Name and Rate:
- Name: VAT 7%
- Tax Category: Category VAT 7%
- Rate 7%
- Save
- Issues to verify: Fill 7%& in the Rate box and verify that Openbravo POS save the value 7%
2. Create categories
- Introduction: Create categories to relate to products. Please note that products must belong to a category
- Steps:
- Login as administrator
- Go to Administration -> Stock and click Categories button
- Click New and fill Name: Category A
- Add an image by clicking in the image button search
3. Create products
- Introduction: Create products to sell
- Steps:
- Login as administrator
- Go to Administrator -> Stock and click on button Products
- Click New and fill:
- Reference:p1 and name:Product 1
- Fill the values in General tab:
- Barcode:1234567890418
- Buy price:8
- Sell price:10
- Tax: Category VAT 16%
- Category:Category A
- Add an image
- Issues to verify:The field sell price must be filled with 11.60
- Fill the values in Stock tab:
- Stock cost by year:0.15
- Issues to verify: The check In catalog must be marked
- Additional data: Do the same for products: Product 2, Product 3
4. Create inventory
- Introduction: This is only for information purposes because Openbravo POS does not check if you have enough units to sell. Even more the inventory for a product will be negative in case you don't have stock
- Steps:
- Login as administrator
- Go to Stock -> Stock maintenance and fill:
- Reason: (in) purchase
- Warehouse:General
- Select the product 1
- Quantity:200
- Issues to verify:the price must be 8
5. Create customers
- Introduction: Create users to sell goods to.
- Steps:
- Login as administrator
- Go to Administrator -> Customers and click on the button Customers
- Click New and fill:
- Tax ID: Customer 1
- Name: Customer name 1
- Address
- Notes
- Max debt: 500
- Additional data: Do the same for customers: Customer 2, Customer 3
6. Create a sales through bar code
- Introduction: Test the bar code feature
- Steps:
- Login as administrator
- Go to Main -> Sales
- Using the bar code scanner select product 1
- Change the quantity to 10. Click * type 10 and click +
- Use the bar code scanner for product 2 and 3
- Issues to verify:
- The customer display should show the each line while entering and finally the total
- Assign a customer to the receipt
- Click =
- Issues to verify: The Payment window should show up
- Select Cash payment and type a less amount than the total is and click the + button on the top of the dialog to add another payment type
- Select Debt and press OK
- Issues to very:
- The receipt is printed automatically
- The cash drawer is opened automatically
7. Cancel the customer debts
- Introduction: Verify and cancel the debts of the previous receipt
- Steps:
- Login as administrator
- Go to Main -> Customers
- Select the customer assigned to the previous receipt
- Issues to verify: The current debts amount and date are the generated by the previous receipt.
- Press the button Pay account
- Select Cash payment and type a bigger amount than the total
- Press OK
- Issues to very:
- The receipt is printed automatically
- The cash drawer is opened automatically
- The customer debts are canceled
8. Create a refund
- Introduction: Create a refund of a previous receipt
- Steps:
- Login as administrator
- Go to Main -> Edit sales
- Typing the number:
- Type the number of the receipt
- Press button Refund
- Ticket finder window:
- Press Search button and then press Execute filter
- Select the desired ticket and press OK
- Issues to verify:The ticket appear in the list
- Select a line and press the button Refund line
- Change the quantity:
- Click *
- Press -
- Type another quantity
- Press +
- Issues to verify:The units have change to the new quantity
- Press = to close the receipt
- The payment window will show up. Select Cash and press OK
- Issues to verify:
- The receipt is printed automatically
- The cash drawer is opened automatically
- Typing the number:
9. Create a payment
- Introduction: To test payments without a related receipt
- Steps:
- Login as administrator
- Go to Main -> Payments
- Select the option (in)cash
- Fill the amount
- Issues to verify: When closing the cash, verify that the payment is on the daily summary report
10. Close the cash
- Introduction: Test the functionality of closing cash
- Steps:
- Go to Main -> Close cash
- Issues to verify.
- In the payment report section verify all the payments are correct
- In the sales report section verify the calculate taxes are correct
- Press Close Cash button
- Issues to verify:
- After closing the cash the screen becomes grey, so no editable
- Go to Main -> Cash Closed. Fill the start and finish date and press "Execute report" and verify the report is correct
- Click on Print button and test the printer works
11. Printing reports
- Introduction: Test print reports
- Steps:
- Go to Administration -> Stock
- Click Catalog and press Execute report
- Click Print button
- Go to Administration->Sales
- Click Product sales and press Execute report
- Click print button
12. Change the password
- Introduction: Change the password of a user being a administrator
13. Payment Gateways
- Introduction: Create a sale paying with card and refund it.
- Steps:
- Configure Openbravo POS according to the payment gateway provider.
- Create a new ticket with some product included and in payment window select Card tab.
- Fill the required fields with the cardholder information and press OK button.
- Issues to verify:
- After pressing OK button you are redirected to Sales panel with an empty ticket
- The ticket is processed and it is shown in tickets finder window
[New] Openbravo POS - Openbravo ERP integration
To see the way of configure Openbravo ERP and Openbravo POS in order to get the integration, please click here.
1. Import products and customers
- Introduction: To test the window where define the products for Openbravo ERP
- Steps:
- Logins as Openbravo/openbravo
- Role with access to Sales management->Setup->External point of sales
- Click New and fill the mandatory fields
- Issues to verify:
- When selecting the Business partner, the pricelist should be filled with the one configured in the Customer tab
- Move to Products tab and click New
- Click on the product icon and verify:
- When you click the product icon a pop-up window must show up.
- The price list combo must be filled with the value of the price list that is on the External point of sales tab
- Select a product
- Do it three or four times in order to have different products
- Move back to External point of sales tab
- Select the option "All selected" from the field Included Product
- Run synchronization in Pentaho Data Integration (Kettle)
- Issues to verify:
- The attribute model is imported
- The business partners are imported as customers
- The products are imported
- The categories for those products are imported
- The taxes of those products are imported
- The sell and buy prices are the correct the ones
- The warehouse information is imported
- The inventory information is imported
2. Upload the order
- Introduction: To test the upload of the orders from Openbravo POS to Openbravo ERP
- Additional data: To be able to upload the orders, the products must be created in Openbravo ERP
- Steps:
- Login as administrator
- Create a sales and do the payment
- Run ORDER.ktr transformation in PDI (Kettle)
- Go to Openbravo ERP
- Login as Openbravo/openbravo
- With a role that has access, go to Master data management->Import data->Import Orders
- Get into any of them (edit mode)
- Click Import Orders button and press OK
- Press Complete
- Issues to verify:
- The orders that have been already uploaded cannot be upload again
- The orders uploaded must have:
- The same business partner as defined in the External point of sales
- The same pricelist as defined in the External point of sales
[Old] Openbravo POS - Openbravo ERP integration
To see the way of configure Openbravo ERP and Openbravo POS in order to get the integration, please click here.
1. Import products and customers
- Introduction: To test the window where define the products for Openbravo ERP
- Steps:
- Logins as Openbravo/openbravo
- Role with access to Sales management->Setup->External point of sales
- Click New and fill the mandatory fields
- Issues to verify:
- When selecting the Business partner, the pricelist should be filled with the one configured in the Customer tab
- Move to Products tab and click New
- Click on the product icon and verify:
- When you click the product icon a pop-up window must show up.
- The price list combo must be filled with the value of the price list that is on the External point of sales tab
- Select a product
- Do it three or four times in order to have different products
- Move back to External point of sales tab
- Select the option "All selected" from the field Included Product
- Go to Openbravo POS
- Login as administrator
- Go to Maintenance and press POS synchronization
- Issues to verify:
- The business partners are imported as customers
- The products are imported
- The categories for those products are imported
- The taxes of those products are imported
- The sell prices are the correct the ones
- The warehouse information is imported
2. Upload the order
- Introduction: To test the upload of the orders from Openbravo POS to Openbravo ERP
- Additional data: To be able to upload the orders, the products must be created in Openbravo ERP
- Steps:
- Login as administrator
- Create a sales and do the payment
- Go to Maintenance and press the button Orders synchronization
- Go to Openbravo ERP
- Login as Openbravo/openbravo
- With a role that has access, go to Master data management->Import data->Import Orders
- Get into any of them (edit mode)
- Click Import Orders button and press OK
- Issues to verify:
- The orders that have been already uploaded cannot be upload again
- The orders uploaded must have:
- The same business partner as defined in the External point of sales
- The same pricelist as defined in the External point of sales
Openbravo POS restaurant mode
1. Restaurant mode
- Introduction: Change Openbravo POS to restaurant mode
- Steps:
- Login as administrator
- Go to System -> Configuration
- Inside the Cash register section change the option Tickets to restaurant
- Restart Openbravo POS
- Issues to verify: When you login again you should see the restaurant mode
2. Make a reservation:
- Introduction: To test the way of doing reservations
- Steps:
- Login as administrator
- Go to Main -> Sales and press the button Reservations
- Select a date
- Click New, define the hour, select a customer from the list and the number of chairs
- Save
- Issue to verify: After saving you must see the name of the reservation in the box
- Select the customer and press the button Receive
- Select a table
- Issues to verify:
- When you select a table it automatically go to the sales panel.
- The customer received is automatically assigned to the receipt.
- Make a receipt, for example with two products
- Click Tables button
3. Move a receipt from one table to another
- Introduction: Move the order from one table to another one
- Steps:
- Login as administrator
- Click the table you want to move
- Issue to verify: Next you must see the sales panel
- Press the button move
- Then you see again the layout of the tables. The current table must be with grey background color
- Select the new table
- Issues to verify:
- Next you must see the sales panel
- In the ticket box must be the new table