Thank you for your interest in OpenPro. This Demonstration Guide is designed to orient you to the OpenPro product. The guide contains start up information as well as a detailed overview of the basic business operations. We hope you will find the developments in this overview to be useful. We have loaded the same set of data used to populate the overview screen shots into the database you will be accessing during your evaluation period.

If after your evaluation you would like to learn more about how we might assist your enterprise, do not hesitate to contact us at salesop@openpro.com or call 714-378-4600.

And again, thank you for your interest. We truly value your comments and ideas for improvements.

On the www.openpro.com website you can find our on-line training, that walks you through the processes in this guide.
Or go to www.openpro.com/ol_training.html
This has general information on the OpenPro ERP packages. We also have video training sessions by application.

OpenPro standard system modules.

This is a fully functional OpenPro Client. It is hard-coded to access a demonstration database on our company server. Due to heavy usage we must limit the number of concurrent connections to the software. If you do not connect the first time you try, please try again later.

Figure 1.1: Login Screen for OpenPro Client for Windows

When logging into the OpenPro Standard Solution, you are presented with the following options:

• User Login: Enter the Username we assigned you when you requested your evaluation copy. This will be the same Username as the Username you use to log into the OpenPro website.
• Password: Enter the password we assigned you when you requested your evaluation copy. This will be the same Username as the Username you use to log into the OpenPro website. The password you type into this field will not display on your screen; instead, asterisks (*) will represent the password for security purposes.
• Company ID: Enter the upper case DEMO.

On the top menu bar, to the far right of the screen, the following buttons are available:

• LOGOUT: brings you back to this login screen.
• HELP: Click to see detailed help information about the screen you are working on.
• MANUAL: Detailed manuals about each application, including policy and procedures.
• SUPPORT: Online support during normal business hours, or questions can be emailed to us at supportop@openpro.com.
• HOME: Takes you back to the main menu screen.

Once your Username and password have been successfully authenticated, the main application desktop will appear, as shown below:

Figure 1.2: Main Application Desktop for the Windows Client

If you do not reach the application desktop, verify that you have entered your Username and password correctly. Also keep in mind that we have limited the number of concurrent sessions.

Our server may be busy when you try to log in initially. Try again later and see if this corrects the problem. If you are still experiencing difficulty, visit the Frequently Asked Questions (FAQ) section of our website. Or contact Customer Service at opinfo@openpro.com.

On the top menu bar, to the far left of the screen, the following buttons are available:

• Printer Icon: Prints information on the right hand screen, such as print reports. Also, you may choose to right click your mouse and choose the Print option.
• Calculator: An on-line 10 key calculator.
• Messenger Services: This option can be used to send instant messages to anyone who is logged into the system.

The menu bar also shows you what version of the software you are running, your log in information, and the IP address that you are logged in from. This information is also stored in the database for historical and security purposes.

To right of the top menu bar are the following:

• Logout: Brings you back to this login screen.
• Help: Click to see detailed help information about the screen you are working on.
• Manual: Detailed manuals about each application, including policy and procedures.
• Support: Online support during normal business hours, or can be emailed at supportop@openpro.com.
• Home: Takes you back to the main menu screen.

On the application menu section at the bottom of the menu:

• Enable Autohide: This will make the menu disappear until you move the mouse over to the far left of the screen then you will see the menu appear.
• Disable Autohide: This makes the menu fixed, always open and on top of the screen.
• The Globe is used for the messenger between machines.
• The Application Menu is user definable, based upon your login ID you can have different itemson this menu.

If you login as an administrator this gives you the capability to change the menu, names of the fields, etc.

The menu system is fully customizable, with the menu editor, you can add change and delete menu items per login type. So, for example, someone in Accounts Payable only sees AP screen information.

OpenPro data flow.

Exit the OpenPro Standard Solution
There are two ways to exit the OpenPro Standard Solution. You can click on the standard X icon in the upper righthand corner of the main application window. This will immediately close the application and return you to your computer desktop. Or you can use the System menu’s LOGOUT OpenPro option. To exit the application and return to your computer desktop using this method, select the Logout OpenPro option from the System Module’s drop-down menu, as shown below:

Figure 1.5: Exit OpenPro

After selecting this option, the application will close, returning you to your computer desktop.

The OpenPro Standard Solution contains a number of fundamental features designed to simplify your use of the software. In this section, we will describe these fundamentals in an effort to familiarize you with their use. First, look at a sample Inventory Item screen, as shown below. We will use this Item Search screen to illustrate several of the application fundamentals found throughout the application - across multiple screens and modules.

Go to Inventory Control\Item Find

All of the search screens have various options for searching records as well as sorting the data that is displayed. Additionally, if you click on the Search button it will display all the records in the database. OpenPro ERP software has very powerful options with every search screen, while remaining easy to use.

In this example we can search items by the following categories:

item #, name or description, mfg number, weight and UPC

You can also search by Item Category. If you have multiple warehouse locations you can narrow your search down by that single location. Each field can be searched using a % for a wild card.

Example search %FG% to find all items that have FG in the item name. With our advanced SQL database searches are fast and easy.

Once you received the result listing you can sort the listing by clicking on the top header of each column that is underlined. If you have a large result, you can refine your search by using the EDIT/FIND option on your browser. You can print the information by clicking on the Printer Icon from the menu bar or doing a mouse right click and choose the Print option. If at any time you want to change your search you can click on New Search or Item Find on the left menu bar.

On the right side of the listing are actions, where you are able to focus on specific details about a particular item.

Here is an example of one of the action items you can select. It is the item availability screen that is used for Available to Promise for your customers.

Here is the Show Inventory screen displaying the current stock on hand. Specifically shown is a lookup list of serialized items:

Here is the Edit screen, displaying the item and all its characteristics.

Basic Process
This section is designed to orient you to the basic processes of the OpenPro Standard Solution.

We have assembled a series of related screenshots to illustrate a logical sequence of business scenarios. We hope you will find the examples to be useful. Feel free to test them for yourself.

Your evaluation database comes pre-loaded with the same sample data used to generate the screen shots in this section.

The basic process begins with the Sales workflow of Item FG100 wagon, followed by the Manufacturing Bill of Materials and Bill of Operation, Purchasing raw materials needed, raw material Receipts, Manufacturing Work Orders creation and processing, and finally, Sales Order fulfillment and Invoicing.

Other modules we will go through are Payables, to pay for the receipt of material on the purchase order, Payables Aging, Receivables Aging and Cash Receipts, Financials Profit and Loss and Balance Sheet, E-commerce interface, Customer Relations Management, Lead tracking, Check Reconciliation process, Service Billing and Point of Sale.

OpenPro has the ability to create user custom workflows to help operations of any document and transaction going through the system.

The process of setting up a work case workflow is outlined below:

• Enter the work case type under contacts\workflow details\workflow detail.
• This assumes you have the users logins and reps created under Rules Setup.
• This assumes you have departments setup under Rules Setup.
• This assumes you know how long each step should take in the process.

The process of creating workflow incidents:

• This assumes you have knowledgebase setup and loaded.
• This can tie to any documents with in the system.
• This assumes it related to a customer/vendor or other that is already loaded in the system.
• Enter Incidents under Contacts\workflow detail\Incidents.

The tutorial that follows will walk you through the process step-by-step.

If you do not have an OpenPro installation in your business, you are invited to follow this tutorial using our OpenPro live demo site on the Internet. If you have a log in account, please go to the demo site and log in before proceeding. If you do not have a demo account, please contact OpenPro and we will set one up for you.

After you Login, go to Contacts CRM:

Setup the workflow on the system.

Getting Started with workflow

Work case type needs to be setup, this tells the system what users are approving the process. When you setup this transaction specify the system that the workflow used.

Then during the transaction process from that system, this workflow will show up on a list and can be selected.

During the setup of the workflow, specify the location that this workflow is used for, or you can specify all locations. Then you specify the system that the workflow is related to, so when you enter in a transaction this work case will show up on the list.

The first screen is to Find a Customer. You can click on Search to display all the customers.

When you setup the workflow, you enter in a description of the item, user that is selected, department and the time frame that is used to turn around.

Here the system assigned a sequence of events.

You enter in a description the user and or department that is approving the process and how long it should take for approval. If you specify a individual, then after the number of hours goes by, then the department will be notified.

The workflows can be triggered manually or automatically based upon triggers in the system.

This icon is used for manual creation of workflows.

Manually creating a workflow gives you the selection process of building a workflow document.

Then fill out the sheet below. The system fills in the most important items for quick process.

Click on to see the open incidents that need approval.

This is a list of workflow request that are waiting for approval.

The history of approval process stays with the document and can be opened and reviewed by everyone to verify the approval process was done successfully.

Here is the detail of the workflow. You can then open up the details of the document, see any prior notes for the incident.

And Complete will accept the approval, reject will send it back to the requestor.

With built in document imaging of OpenPro you can create a new and attach any document to that note. The document can be scanned into the system and then attached to the workflow document.

Search where the document has been scanned in to your work station and attach it to the note.

Once the document has been attached, you can then pull up the document and open up the scanned document, reprint, email the document.

Here is an example of the see original source document Screen:

Example of the date and time stamp notes from prior approvers.

Triggers are setup to auto setup certain times when you want the system to auto create the workflows.

[Last Review Date November 2017]

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