User Manual 2.40/User Interface
Contents |
Introduction
In order to understand better the Openbravo User Interface it is important to know what is what in the application.
On the left of the screen the user can see the Menu, which can be hidden using 
the arrow
- The Menu is used for navigation. In the Menu the user will find all the windows, processes, and reports depending on the role used.
- The Menu contents depends on the user's role. For example, one user can have various roles and see different things with each. Users and roles are usually created and maintained by the client's Administrator. See more about the Menu
Entering the Menu and clicking on any selected window the following elements will appear on the top of the main frame (also known as the Work Area):
- Navigation Bar with breadcrumb and common actions used in all the application windows.
- Toolbar with unique buttons for all the application windows.
The part to the right from the Menu is called a Work Area, where, depending on the view mode the user either inputs data, performs transactions, views reports, or browses the records. See more about the Work Area
Menu
Modules Organization
Modules are organized into folders in order to help the user to differentiate setup windows from the windows where real transactions are performed, or where data is analyzed.
 | Transactions | ||
| Setup | ||
| Analysis Tools |
Editable User Preferences
When you click on User Preferences a pop-up window appears which allows you to:
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Close Application Button
With just one click of this icon you can close (logout) the application.
Fold and Unfold Buttons
With one click you can unfold the menu and, using the browser's CTRL+F Find feature, you can search for any element of the menu without needing to click through the whole menu.
Navigable Alerts Zone
An alert is a notification that informs or warns its recipients about a critical or very important situation that has arisen. With one click you can see and edit all your active alerts.
Work Area
In the work area you can view and edit the data of all the selected elements of the application menu.
View Modes
All the application windows can be displayed in two modes - edit mode and grid mode.
Edit Mode
The edit mode window is used for editing individual records and performing transactions.
Note: The disabled save buttons in the toolbar become enabled to indicate that some data within the window has changed. This is a useful reminder that the record needs to be saved before moving on to another one. |  |
Grid Mode
| The grid mode window is used for browsing multiple records.
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Special Status Modes
There are some special status modes
Menu Loading
| The "Menu Loading" screen is shown while the menu contents are being changed.
This could happen when:
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Popup Loading
| The "Popup Loading" screen is shown while the popup contents are being loaded.
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Window Processing
| The "Window Processing" screen is shown while a process is being executed in the edition window
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Popup Processing
| The "Popup Processing" screen is shown while a process is being executed in a popup
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Navigation Bar
The Navigation Bar with breadcrumb and common actions used in all the application windows.
 | Back | Go to the previous record. | |
 | Reload | Refresh the record you are working on. | |
 | About | View the information about your Openbravo version, licences, and translations. | |
 | Help | Go to the editable online help. |
What is a breadcrumb?
A navigable path allowing the users to keep track of their location in the application.
Toolbar
The Toolbar with unique buttons for all the application windows has the following functions, which depend on the entered window:
 | New | Create a new record | |
 | Save and Grid | Save the current record and go to the relation view | |
 | Save and New | Save the record and go to a new record | |
 | Save and Next | Save the record and go to the next record | |
 | Save | Save the record and maintain the active record displayed | |
 | Erase | Erase the record | |
 | Undo | Refresh the window and revert changes | |
 | Go to First Record | Move to the first record in the related group | |
 | Go Back One Record | Move to the previous record in the related group | |
 | Go Forward One Record | Move to the next record in the related group | |
 | Go to Last Record | Move to the last record in the related group | |
 | Export to Excel | Export content to excel | |
 | Export to CSV | Export content to csv (comma separated values). file | |
 | Export to PDF | Export content to pdf. file | |
 | Order Records | Select field order on the tab | |
 | Show Filter | Show the filter records window | |
 | Find | Find a Record | |
 | Organize the Menu | Assign the place for the selected record in the tree structure of the menu | |
 | Attach a File | Attach a file to the active record | |
 | View Attached Documents | View the documents attached to the selected record | |
 | Print the selected record | ||
 | Audit | Show/Hide audit information |
Tabsbar
The Tabsbar has two parts:
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Working Area Buttons
Through different editing windows, users have additional buttons which help in filling in forms, completing reports, etc.
 | Product | |
 | Project | |
 | Account | |
 | Accounting Dimension | |
 | Locator | |
 | Attribute | |
 | Business Partner | |
 | Order | |
 | Order Line | |
 | Shipment/Receipt | |
 | Payment | |
 | Assets | |
 | Calendar | |
 | Calculator | |
 | Results Online | |
 | Results in pdf. Format | |
 | Results in html. Format | |
 | Stock | |
 | Time | |
 | URL | |
 | Password | |
 | Invoice | |
 | Invoice Line | |
 | Details |
User Messages
User Messages are displayed centrally and their function is to inform or warn the user about some occurring situation in the application. There are four different types of user messages.
 | Error Message | |
 | Success Message | |
 | Info Message | |
 | Warning Message |
Linked Items
The linked items icon opens a window allowing users to see all records somehow related to the current record being viewed.