Welcome to the Openbravo 3 User Guide.
This user oriented document has been designed with the aim of guiding through the process of learning Openbravo 3.
This user guide is split in several parts:
Openbravo 3 User Interface
If this is the first time you take a look into Openbravo, this is the right place to get valuable information which will help you at the time you first use Openbravo. This part gives an overview of the navigation, grid and form editing, tabs, filtering and interface customization.
If Openbravo is not new for you, you will discover new user interface capabilities which will make your daily work activities much more efficient
This part lists and briefly explains a set of business flows.
There are several key business areas such as planning, procurement, inventory, sales etc., which can be present in an organization or not depending on the nature of its business.
Those key business areas are related between each others, which leads us to the definition of the business flows.
To put us in context, each business flow is listed and briefly explained below:
- Procure to Pay manages the life-cycle of a procure process from the moment the company requests or orders goods, all way through warehouse staff receives the goods and until the supplier invoice is paid.
- Supplier Returns manages the return of goods to supliers for debit or for replacement.
- Order to Cash manages the life-cycle of a sales process, from the moment a customer requests a quotation or orders goods, all way through warehouse staff ships the goods and until the buyer pays the invoice.
- Customer Returns manages the return of goods from customers for credit or for replacement.
- Inventory Accuracy implies inventory tracking and goods movements between storage bins or warehouses as well as the valuation of inventory and stock counting.
- MRP Management manages the material and production requirements of a company, by tracking several inputs such as sales forecast and current stocks levels.
- Production Management is in charge of the managing the making of products that either consist of a few components (bill of materials), or are a result of a more complex production process.
- Projects and Services Management addresses Company's Projects of any type.
- Payables and Receivables Management addresses customer collections and supplier payments.
- Bank Statement to Bank Reconciliation addresses the business process for entering and reconciling bank statements with account payable or receivable transactions and cash balances in the general ledger.
- Period End Close to Financial Report manages daily accounting activities as well as the life-cycle of an accounting period.
It also allows the business processes for the production of internal and external financial and tax reports.
- Asset Acquisition to Dispose manages global assets life cycle from acquisition to disposition, including depreciation and other write-downs.
- Budget Analysis is all about taking an holistic approach for managing budgets to achieve a single view of the company.
Each of above listed business flow is explained in deep within the Openbravo application area where it can be executed.
Common Concepts & Processes
Openbravo 3 has been designed to allow an easy and intuitive way of working.
This approach implies that many concepts and process are common ones, therefore are present all along Openbravo.
This section lists and describes Openbravo concepts and processes with the aim of avoiding that the same concept or process is explained more than once.
Openbravo Application Areas
Openbravo is split into different application areas. Each area is represented by a separate folder accessible from the Application menu in the top navigation screen area:
Each business area includes separates folders for:
- the setup or configuration required for that business area to work
- the transactions which can be executed within that business area
- the reports which can be launched to get accurate and relevant data about that specific business area
- and the advanced features which can also be executed once shown within that business area.
Therefor this section of the User Guide details:
- how to configure
- hot to use
- and how to analize
each Openbravo application area within the corresponding business flow.
General Setup is the place where to configure basic Openbravo settings such as the enterprise model, users and roles as well as other more advance setting such as alerts, preferences and processes.
Mater Data is a central repository of data where key information such as business partners and products can be created, configured and therefore shared accross other Openbravo application areas.
Procurement Management supports the management of the orders, goods receipts and purchase invoices as well as the analysis of purchase related data.
Warehouses and storage bins can be created and manage in this application area, as well as inventory count and inventory valuation.
Production Management monitors the production processes and activities as well as support the analysis of production related data.
MRP provides the tools to plan and monitor purchase and production planning by tracking several inputs such as sales forecast and current stock levels.
Sales Management addresses the life-cycle of a sales process and besides provides the tools to analyze sales related information.
Project and Services Management addresses services and multiphase projects and helps on analyzing project related reports.
The "Financial Management" area supports daily accounting activities such as payable and receivable accounts management, assets amortization as well as the opening and closing of the accounting year.
There are a series of How To documents addressing areas of special interest. Many of the guides present how to achieve particular business goals in a manner supported by Openbravo.
In Glossary you will find a brief and clear explanation about Openbravo main terms.
In Screens Reference you will find a single repository of information about all Openbravo screens, fields and entities.
Finally, it is important to remark that:
- This document refers to Openbravo 3 Professional Edition.
Users of other editions, including Basic and Community Edition, can still refer to this document but will find that some sections are not applicable to their product.
- Each Openbravo application area includes additionaly an Advanced Features section that describes features hidden in the default configuration because they are not commonly used.
These sections describe how to make advanced features accessible, how to setup your Openbravo system to use them and how you can use them.
- This document is not oriented to explain concepts or processes accessible for "specific" roles in an organization, but for a role which has no access restrictions.
User Guide is thick. Cannot make your way through it? Learn how to navigate these materials from the following blog post.