Openbravo POS/Quick tour

Overview
Run start.bat (win32) or start.sh (Unix) to start the Application.

This starts the application in a maximised window. It is possible to start the application in fullscreen mode as would likely be required in a deployment scenario. See below for further details.

The lower part of the screen lists all of the current valid accounts. By default, these are
 * Administrator
 * Manager
 * Employee
 * Guest

You can log in as any of these users by selecting the relevant icon. You will not be prompted for a password since all of the default accounts are created without a password.

Select the Administrator login

Once logged in as administrator, there are three collapsible panels on the left side of the screen. These are

This is where the basic point of sale operations take place. It is possible to record sales, issue refunds, close the cash for the trading period and create reports on the cash transactions.
 * Principal:

Here you can set up the product catalog and tax categories. You can also run miscellaneous reports (I assume these will be repositioned soon) and configure the basic application level objects (users, tables, floors and other resources).
 * Administration:

Here you can configure the behaviour of the application infrastructure. For example, the location of the persistent store (by default, a HSQL DB in your home directory), the printer properties and whether the application operates in fullscreen or windowed mode.
 * System:

User Management
From the administration panel on the left, select Configuration then Users. Here you can add, remove and edit the system users. To add a new user, select the third last icon from the top toolbar and fill in the values for Name and Role. You can optionally set the password and provide an image for this user.

You can delete the existing accounts by selecting them in the listbox and clicking the icon with the red cross. WARNING: There is no confirmation for any deletion!

To save all of your changes, select the last (save) icon from the toolbar.

Tax Management
From the administration panel, select Stock then Taxes. Here you can set up tax bands that will later be associated with products. This allows taxation calculations to be performed automatically.

Category Management
Managing the catalog consists of setting up categories and adding products to those categories. Note that To set up a category, go to the Administration panel and select Stock, then select <tt>Categories</tt>. The form layout is similar to the user management form. Select the <tt>New</tt> icon and fill in the values for ID and Category. Note that the category ID must be unique. If you reuse an ID you will receive the error message Notice: Cannot create a new record. If you select the <tt>Information</tt> button from the error dialog, you should see the following message net.adrianromero.data.loader.DataException: java.sql.SQLException: Unique constraint violation: in statement [insert into CATEGORIES (ID, NAME, IMAGE) values (?, ?, ?)]
 * 1) Categories cannot be nested
 * 2) Products can belong to at most one category

This is the databases way of telling you that you have reused an ID value.

Product Management
From the administration panel on the left, select <tt>Stock</tt> then <tt>Products</tt>. Here you can add, remove and edit products. To add a new product, select the third last icon from the top toolbar and fill in the values for <tt>Reference</tt>, <tt>Name</tt>, <tt>Buy Price</tt> and <tt>Sell Price</tt>. You can optionally specify values for <tt>Category</tt> and <tt>Tax</tt>. As with categories, the value for <tt>Reference</tt> must be unique. If you select the <tt>Catalog</tt> checkbox, the product will appear in to system users when they select the appropriate category.

Note: products cannot be added until a tax rate and a category has been created for them.

From the GENERAL tab, click STOCK.

Stock Cost per Year. Stock Volume. The starting count for this Product.

From the STOCK tab, click PROPERTIES

Auxiliar -           If this product is on consignment, check this field

Scale

Typical Workflow

 * Concept of closing cash
 * Procedure for ringing up sale
 * How TP interacts with
 * Barcode scanner
 * Cash Drawer
 * Credit card reader
 * Report generation

Bulk Operations

 * JDBC configuration
 * DB Schema layout
 * Sample bulk import procedure

-- !! How does one import a product list?

There are various applications out there that provide access to MySQL data

from EXCEL. One example is found at http://www.sobolsoft.com/excelmysql.

It is $29.00 for the full featured Excel Add-In, but it provides complete

IMPORT and EXPORT data flows - all the features of a spreadsheet, and all the

functionality of a database.

The free-est, cheapest method would be to key the Product data into a file (CSV

or some other data format), and then use the MySQL loader tools. PostgreSQL has

loader tools, too.