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User Guide

This article is protected against manual editing because it is automatically generated from Openbravo meta-data. Learn more about writing and translating such documents.

Contents

Introduction

Welcome to the Openbravo 3 User Guide.

This user oriented document has been designed with the aim of guiding you through the process of learning Openbravo 3.

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, as 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

Openbravo 3 User Interface

Business Flows

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:

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.

Common Concepts & Processes

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:

Areas.png

Each business area includes separates folders:

Therefore this section of the User Guide details:

each Openbravo application area within the corresponding business flow.

General Setup

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.

Master Data Management

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

Procurement Management supports the management of the orders, goods receipts and purchase invoices as well as the analysis of purchase related data.

Warehouse Management

Warehouses and storage bins can be created and manage in this application area, as well as inventory count and inventory valuation.

Production Management

Production Management monitors the production processes and activities as well as support the analysis of production related data.

Material Requirement Planning

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

Sales Management addresses the life-cycle of a sales process and besides provides the tools to analyze sales related information.

Project and Service Management

Project and Services Management addresses services and multiphase projects and helps on analyzing project related reports.

Financial Management

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.

How To

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.

Appendix

Glossary

In Glossary you will find a brief and clear explanation about Openbravo main terms.

Screens Reference

In Screens Reference you will find a single repository of information about all Openbravo screens, fields and entities.

Final Note

Finally, it is important to remark that:

If you are willing to contribute to this guide, please review the How to properly document a feature article.

User Guide is thick. Cannot make your way through it? Learn how to navigate these materials from the following blog post.

Retrieved from "http://wiki.openbravo.com/wiki/User_Guide"

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