OpenBravo Manual

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OpenBravo DocumentationSoftware RequirementsMySQL Backend (Can install Xampp server for it) JRE (Java Runtime Environment)

Installation InstructionsThis installation has been performed in Windows XP environment. So for different operating system you need to get your own Xampp server and JRE installation files compatible with your OS.

Installation of Xampp serverDouble click the Xampp server installation file to launch the installer. I am using the xampp-win32-1.6.7-installer.exe version for this documentation. It will open up a wizard with the installation instructions. Follow the installation instruction.

Figure 1: Xampp installer wizard

After the installation you will end up with a Desktop shortcut for the Xampp control panel. Double click the icon to launch the Xampp control panel. Then start the MySQL server from the panel.

Figure 2: Launching the MySQL server from the Xampp control panel

Now we need to create a database for our OpenBravo application. Create a database with any name of your choice. I am using openbravo for this case.

Installation of JRE (Java Runtime Environment)Double click the executable to launch the JRE installer. It will result in a wizard with the installation instructions. You can customize the installation process if you desire. However I am following the default installation. Follow the instructions on your screen to complete the installation

Figure 3: JRE installer wizard

Installation of OpenbravoUnzip the openbravo.zip file at your suitable location. It will end up with two files 1) openbravo folder 2) openbravo.bat

Double click the openbravo.bat file to lauch the OpenBravo software.

Figure 4: After launching OpenBravo application first time

We haven't configured the database yet. So we need to configure it first. By default OpenBravo uses derby database. However in our case we are using MySQL. So click the No option for now. It will lauch the configuration window for the OpenBravo application given below.

Figure 5: OpenBravo configuration screen

First we have to give the path to our MySQL driver for JDBC. It is available in the openbravo/lib folder obtained after extracting the zip previously. Browse to the path to select the driver. I am using mysqlconnector-java-5.1.7-bin.jar in my case.

Figure 6: Configuring MySQL driver for JDBC path

Further fix the driver class and url path. Remember we have created the openbravo database in MySQL previously. We are using it now. Set Driver class as com.mysql.jdbc.Driver Set url to jdbc:mysql://localhost:3306/openbravo (jdbc:mysql://server:port/databasename) Set the username and password for the database connection Click on Save button to save the configuration.

Figure 7: After full MySQL configuration

Restart the OpenBravo application.

Figure 8: After restarting the openbravo application

Click on Yes button to create the database schema. After it has successfully installed the database tables it will launch the OpenBravo application as shown below

Figure 9: OpenBravo

This ends the installation of OpenBravo application at the server side.

Note: For the client side we don't need to create any database. Just set the MySQL configuration with proper database parameters and driver path and launch the application.

In case you set the database parameters incorrectly then it may result in an error given below which means that the application couldn't connect to the database given.

Figure 10: Database connection problem Also make sure that the server allows MySQL connection from a remote computer in the LAN.

Usage ManualBy default there are four user roles in OpenBravo with proper access control for each role

Administrator Manager Employee Guest

Four users are created by default with the corresponding four roles.

Figure 11: Default Four Users of OpenBravo

Creating a new userOnly administrator is allowed to create a new user. Login in to the Administrator dashboard.

Go to Administration >> Maintenance

Figure 12: Administrator Dashboard Click Users option Click on New Button Fill in the user data Click on Save Button

Figure 13: Creating a new user Counter1 with Employee role

Creating a new RoleGo to the Administration >> Maintenance option Click the Roles option and then add a role with proper permissions Save the new role created

Figure 14: Creating a new user role

Creating a new WarehouseBy default OpenBravo has just one warehouse, General Go to the Administrator Dashboard Go to Administration >> Maintenance option Click on New Button Click the Warehouse option and then add a warehouse Save the new warehouse created

Figure 14: Creating a new warehouse

Creating a new ProductGo to the Administrator Dashboard. Go to Administration >> Stock option Click on Products option. Click on new button and fill up the required fields for the new product. Note that some fields are mandatory. Save the new product

Figure 14: Creating a new product

Searching for a specific productOpenBravo provides a Search or filter feature that will help you to locate the product of your choice. It allows to filter products by barcode, name, selling price, buying price, category, size, color and location

Figure 15: Before search Suppose we have three products initially as shown in the figure above. Now we can filter the products. Lets filter the products by name. Consider a particular condition that we want products with name equal to shirt. Choose the filter options and you will get the filtered results.

Figure 16: After filter

Adding a new categoryGo to Administrator panel Go to Administration >> Stock option Click on Categories option Click on New Button Fill in the new category data and Save it

Figure 17: Adding a new category

Stock MaintenanceGo to Administrator Panel Go to Administration >> Stock option Click on Stock Maintenance option Choose the products that you want to add stock of. Add the stock amount by using the Number keys utility Choose other options like the warehouse where you want to add the stock. Save the stock data by using the Number keys utility

Figure 18: Stock maintenance form

Adding a new Tax CategoryGo to Administration >> Stock option. Click on Tax categories. Click on New button. Give the new tax category name Click on Save button

Figure 19: Adding a new tax category

Setting the new tax category rateGo to Administration >> Stock option Click on Tax option Click on New button Fill in the required form data Click on Save button

Figure 20: Setting new tax category rate

Adding a new customerGo to Administration >> Customers option Click on Customers button Click on New button Fill in the customer data Click on Save Button

Figure 21: Customer Addition form

Adding new Sales dataGo to Main >> Sales Select the products that you want to sell Use the Number keys utility to add the number of products to be sold Then click on the = button on the Number keys utility to generate the payment option Choose the preferable payment option Press the OK button to finish the sale process.

Figure 22: Sales form

Adding external payment informationOpenBravo allows you to add in or out payments not related to purchasing products. For this: Go to Main >> Payments Fill the payment data Save the data

Figure 23: Payments

Close cashClosing cash allows you to see the sales of the day and print a report for the day's sales. Go to Main >> Close Cash Click on Close Cash A message box will appear and will ask you if you are sure. Click yes.

Figure 24: Closing Cash

Figure 25: Choosing payment option

Generating reportsOpenbravo allows you to generate reports regarding sales, products, inventory,customers etc. For example lets generate the report of the products.

Go to Administration >> Stock options.

Click on Products option under the Reports Select the filter parameters you want Click on Execute Report and it will display the products report

Figure 26: Products report Visit http://wiki.openbravo.com/wiki/Category:User_Documentation_POS for further details