1. Setup of OpenPro ERP software. Login to the demo system.
2. Create new company.
3. Create new users and login id’s.
4. Update the menu for new users and types.
5. Setup business rules tables and system tables for Receivables, Inventory, Order Processing, Payables, and General Ledger.
6. Import utility.

From your browser, go to http://localhost/openpro/, it should take you to the following page. If any errors show up make a note of the error and send to: supportop@openpro.com

• Login as admin with password openpro and company location as demo.
• Check the registration information, to see if the product is registered correctly.
• The demo system you can login as admin with the password of admin
• Then go to rules setup and maintain the system rules.

See detailed setup instructions in the Setup Manual.

• Admin/Create new company is where you can add a new company to openpro database.
• Fill out the new company id and all the fields and copy all tables from DEMO system.
• Even if you are not going to use the demo chart of accounts still copy all tables from DEMO. REP 101, emp 101, admin, admin, admin, openpro. Copy all menu options should also be checked. As shown below.

When the copy procedsure is complete, you will receive the following messages:

• To create new users, login to the new company, under rules setup, Employee/Rep add.
• Add each of your employees that need to login the network system.
• The user type depends on the menus you have setup and what you want the employees to see for each of those menus.

• After the rep/employee has been added you need to then setup the login restrictions. This restricts that login to only go to the company you give them access to.
• To add a new login restriction go to ADD NEW RESTRICTION. To remove an existing login just delete the restriction record.

To update the menu, must login as admin. Under the admin menu, menu edit mode. Then click on enter menu edit mode.

When in menu edit mode, you have the capability to create a custom menu for each individual or a group of people. When you select a category like admin, then you have the following options:

• EDIT in Blue,
• Copy in GREEN and
• Delete in RED.

The number next to the menu option is based upon what type of user can see that menu item. 0 says everyone can see that menu item. 2 is admin. The list shows the user level on the bottom of the left menu bar.

When adding a menu item, you select the main menu category, say what users level can see this menu item, the name is what it will display on the menu. Script/URL is the program or web page that you want to run from this menu item. Target displays if you want to see the program results on the content page (to the right of menu) or a new web page. Attach to CAT is where the menu item shows up on the menu list.

Business rules table is used through the system to turn on and off business logic.

After you update any changes to the default business rules, go to each package and Setup maintenance. (item classes, vendor classes, customer classes).

Setup the rules to make the chart of accounts format equal your layout, then you can do the following. Max size of GL chart format is 64 digits.

1. Load your chart of accounts. (can be imported using assist import, or manually enter them, or when you create
2. Go back to update business rules with the new chart of accounts loaded.
3. Setup cash account (gl maintenance and/or check reconciliation)
4. Setup each application by going to the sub menu maintenance, fill out each menu item under maintenance. IE. Setup vendor, item and customer classes. Classes are used throughout the process to distribute general ledger account codes.
5. Setup maintenance under business rules fill out each sub tables, like terms code, taxes, territory, shipping carriers, and shipping rates.
6. Setup for inventory control, item price codes, commission codes.

• Are Passwords Used? - during entry of the system (should always be checked).
• Is logging Used? (logs each time you login to the OpenPro System).
• Remote Help - If checked the help screens are coming from www.openpro.com.
• Remote Manual - If checked the help manuals come from www.openpro.com.
• Account Format - this is the format used for all GL accounts for this company.
• Retained Earnings - Default Retained Earnings account when you close a Year End.
• Default Accounts Payable Account.
• Default PO Liability Account - when you receive inventory and have not been invoiced yet the dollars are stored in the account.
• Default Accounts Receivable Account.
• Interbranch Transfer Account - this account is used for transferring from divisions.
• Default Billing Rate – used for calendar service and sales order processing labor billing
• IC costing method - based upon the company billing policy
• Use Bin level inventory - then all inventory in and outs require a bin number. If you want to post inventory to GL
• Auto Fixed Lots - used if using inventory and change lot quantity during order entry and shipping processing.
• Allow step calc - for quotes or sales order configuration during quote processing.
• Next Numbers - show discount on invoice?
• Create Voucher on Receipt - will create an AP voucher during the Purchase Order Receipt Process.

• Shipper can finalize Invoice, during the shipping process, the invoice completed, closed.
• Auto Assign Lot numbers – system will assign a lot when added to inventory.
• Allow user to change Order Item Prices, and if there is a password it has to be entered in.
• Allow override of commission percent.
• 2 digit year, if you enter in a 2 digit year, there must be a number where its for 1999 and 2000. this number is what is used.

Allow PO approval on WO, during the work order process you can create a PO, this can be a request for PO or an actual PO.

The company address and contact information needs to be updated here.

Assist Import is designed to convert data from one system in a CSV format to OpenPro ERP Software. The first record of the data has to have the field names of the database you are importing into the system.

Here is an example of the GL chart of accounts excel file to be imported into the system. You must take out all the special characters like ‘ and, in the data fields to have a clean import of the data. You can get the list of data fields names from the SQL database.

Import assist other tables require some knowledge of the database. Assist Import for notes is designed to convert other system notes into OpenPro Notes. This will require linking multiple tables. For customer notes the note type is customer, the table id is ar_customers and the field id is cust_ref.

OpenPro gives you full access to the database layout, so you can lookup your field names for each database. Here is an example of the sm_notes table and each field.

If you need to put some fields together, on the header enter in field name concat it sill add this field to the prior field. Here is an example of that in the notes.

We also have a generic importer, this ask you what table you want to populate during importing.

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