User Manual 2.3
| Languages: |
English | Deutsch | Español | Français | Nederlands | Português | Translate this article... |
Contents |
Preface
If you want to print it, there's a single page view.
About this User Manual
The Openbravo User Manual 2.3 is designed for user who are new to Openbravo and who want to discover the usability and functionalities of Openbravo ERP from the theoretical side. Readers do not require any programming and software development knowledge.
The User Manual 2.3 has been designed with the idea of being "open" - any person can add value and share knowledge by adding content directly on the Wiki.
Core Features
Openbravo consists of functional modules which represent specific ERP functions. These are the following:
- Master Data Management
- Procurement Management
- Warehouse Management
- Production Management
- Materials Requirement Planning (MRP)
- Sales Management
- Project and Service Management
- Financial Management
What's New in the User Manual 2.3
- Changes in the Application Menu
- New Modules:
- A new Master Data Management Module combining the Partner Relations and the Product Management
- A modified Financial Management Module now consisting of the Receivables & Payables, and the Accounting.
- The word "Rules" changed for "Setup"
- A new organization modules content into Transactions, Setup, and Analysis Tools folders.
- New User Interface
- New design for the integrated layout of the Menu and the Work Area.
- New modern and professional design.
- Skinnable.
- Application Homogenization.
- Menu:
- Editable User Preferences button
- The Close Application button
- The fold and unfold buttons
- Navigable Alerts Zone
- New accordion design of the Application Menu.
- Differenciated icons for various types of windows for an easier localization of those.
- Editable User Preferences button
- Work Area in the Edition Mode
- New Navigation Bar with breadcrumb and common actions used in all the application windows.
- New Toolbar with unique buttons for all the application windows.
- New Lateral Bar on the left of the Work Area allowing to change between edition/relation view, and hide the Menu.
- New design of Tabs, showing only the ones directly accessible.
- Clearer and better arranged design of the windows.
- Homogenization of all the manual windows.
- Live check of the data introduced by the user.
- Messages Area in order to centralize the visualization of the User Messages.
- Homogenization of the Working Area Buttons design.
- Work Area in the Relation Mode
- Correct visualization both in the Internet Explorer and FireFox.
- New Dojo Grid based on AJAX functions.
- The transparent data loading not seen by the user.
- The ability of multiple data arrangement
- Openbravo integration with Jasper Reports
Related Documentation
Getting Started
Accessing Openbravo
You access Openbravo through a Web browser.
| To log into the application:
In case the login page does not display, verify your URL, or contact your system administrator.
The user name and password are assigned by the system administrator. If you don´t know your user name and password contact your system administrator. |  |
| 3. Click login
The Openbravo Home page displays. |  |
Setting Your Preferences
Typically, the System Administrator configures the application settings for all the users. Those include roles, passwords, access to windows, tabs, and fields, etc.
However, as a user, you can edit some of the settings such as language, organization, entity, and role you want to work with by default.
| To change the default login settings:
Click on the User Preferences button |  |
| To change your passwords:
Click on the User Preferences button |  |
Navigating the Openbravo User Interface
This chapter explains more in depth the communication interface between the user and the application. It consists of a description of menu functions (toolbar, commands, tabs and buttons), windows functions and common functions of the application. The goal of this chapter is to enable you to work more efficiently with Openbravo.
Using Openbravo
Application Dictionary
Use the Application Dictionary Module to customize, modify, and adapt the application to your needs.
General Setup
Use General Setup Module to edit basic settings such as languages, currencies, menus, workflows, alerts, clients, roles, users, organizations, banks, and importing data.
Master Data Management
Use Master Data Management Module to define and edit information related to business partners, prices, and products.
Procurement Management
Use Procurement Management Module to manage purchases, goods receipts, invoices, and analyze related reports.
Warehouse Management
Use Warehouse Management Module to create and edit warehouses, and manage inventory.
Production Management
Use production Management Module to create and edit your production processes, production control, and analyze related data.
Materials Requirement Planning (MRP)
Use the Materials Requirement Planning Module to edit your production planning, inventory control, and purchasing activities.
Sales Management
Use Sales Management Module to create and edit sales orders, goods shipments, invoices, commissions, and analyze related reports.
Project & Service Management
Use Project & Service Management Module to create and edit services, projects, analyze related reports, and add employee expenses.
Financial Management
Use Financial Management Module to create and edit accounting, assets, and receivables and payables.
Category: User