Step by Step Openbravo Business Process Flow

Openbravo POS management

Introduction:Set up taxes to relate to products Steps:

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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:

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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:

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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:

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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:

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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:

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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

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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:

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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:

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Login as administrator Go to Main -> Edit sales

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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:

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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:

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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:

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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: o Configure Openbravo POS according to the payment gateway provider. o Create a new ticket with some product included and in payment window select Card tab. o Fill the required fields with the cardholder information and press OK button. o 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

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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:

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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:

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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: o The orders that have been already uploaded cannot be upload again o 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

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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:

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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:

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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: o The orders that have been already uploaded cannot be upload again o 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

[edit]Openbravo

POS restaurant mode

1. Restaurant mode

Introduction: Change Openbravo POS to restaurant mode Steps:

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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:

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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:

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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