Projects:POS/Acceptance Testing

Projects:POS

Projects:POS/QA Projects:POS/Acceptance Testing

Index

Contents 1 Openbravo POS management 2 [New] Openbravo POS - Openbravo ERP integration 3 [Old] Openbravo POS - Openbravo ERP integration 4 Openbravo POS restaurant mode

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

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

Category: Quality Assurance POS