Thank you for your interest in OpenPro. This Demonstration Guide is designed to orient you to the OpenPro product. The guide contains getting started information as well as a more detailed overview of the basic business flow. We hope you'll find the scenarios in the overview to be useful. We've loaded the same set of data used to populate the overview screen shots into the database you'll 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.

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

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 don't 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 password as the password you use to log into the OpenPro website. The password you type into this field will not display on your screen, but will be represented by asterisks (*) for security purposes.
• Company ID: Enter the word “demo.”

Once you log in, you will notice at the top menu bar, to the far right of the screen, the following buttons are available:

• LOGOUT: ends your session and brings you back to the 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.

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 infoop@openpro.com.

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

• Printer Icon: Prints information on the screen to the right of the scroll down menu. This is used to print reports and screens. You can use right client print option as well.
• Calculator: Opens 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.
• ! Icon: Brings up a list of incidents.
• Q: Allows you to view current queues.
• Info Icon: Shows your user information, IP address, and current activity.

The menu bar on the right side of the screen shows you what version of the software you are running, and who you are logged in as. This information is also stored into the database for historical purposes.

On the application scroll down 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. This allows you to view more of the process on the right side of the screen and keep the menu hidden. Clicking on “Enable Autohide” will make it change to “Disable Autohide.”
• Disable Autohide: This makes the menu fixed, always open and on the left side of the screen.

The Application menu is user definable; based upon your login id you can have different items on 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. For instance, it can be configured so that an employee in Accounts Payable can only see AP screen information.

The OpenPro Standard Solution contains a number of fundamental features designed to simplify your use of the software. In this section, we describe those fundamentals in an effort to familiarize you with their use. Let's look first at a sample Inventory Item screen, as shown below.

We will use the Item Search screen to illustrate several of the application fundamentals to be found throughout the application, across multiple screens and modules.

Go to: Inventory Control\Item Find

All the screens have many different options on searching records as well as sorting the data that is displayed on the screen. Also, if you just hit the search button it will reply with all the records in the database. OpenPro ERP software has very powerful options with every search screen but has also kept the logic simple for you.

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

Name or description, part #, vendor #, price, manufacturer #, weight and UPC #.

Items can also be searched by class or 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 advance 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 search by using the find option on your browser (ctrl+f).

You can print the information by clicking on the Printer Icon from the menu bar or doing a right click print anywhere on the screen.

If at any time you want to change your search you can click on New Search or click Item Find on the left menu bar.

On the right side of the listing are action icons, where you can drill down into more details about this record (items).

Here is the item availability (Availability icon) screen that is used for available to promise for your customers.

Here is the show inventory screen (View All Inventory icon), displaying the current stock on hand at the different specified warehouse locations.

Here is the Item Edit screen (Edit icon), displaying the item and all its characteristics.

This section is a continuation of Application Demonstration Guides I and II and is designed to introduce you to the basic process flow through the Openpro Executive Desktop Solution.

We've assembled a series of related screenshots to illustrate a logical sequence of business scenarios. We hope you'll find the scenarios to be useful. Feel free to test them out yourself. Your evaluation database comes pre-loaded with the same sample data used to generate the screen shots in this section.

The basic flow starts with Executive Desktop, Customers, Vendors, activity throughout the system, work flow, knowledge base, etc.

Key Corporate Benefits for ERP Executive Desktop modules are as follows:

• Pull up customers information fast, see log of activity and status of current operations.
• Send out mailings to customers/vendors to keep them informed of changes.
• Increase profits by improving productivity and reducing cost through minimal scrap and Executive Desktop waste.
• Catch costing trends before they happen through the automatic data checking and warning system.
• Lower cost by optimizing production.
• Increase utilization through scheduling optimization.
• Improve customer service with faster lead times and on-time deliveries.

This section shows you the overall OpenPro system data flow and integration between systems.

Business Intelligence and Executive Desktop Defined:
Executive Desktop is a set of methodologies, software, Internet capabilities that help an enterprise manage summarize the system information in a nice easy to read graphics format.

With the OpenPro Executive desktop you can choose from over 80 graphs and select from over 290 tables information. That gives the capability of over 9000 different graphs of information from our ERP system. The graphs and reports that are generated on the B.I. can be drilled down to detail information.

• Flash needs to be enabled on the work station for the graphs to display properly.
• The OpenPro Business Intelligence Executive Desktop module is the heart of the entire ERP system.
• The person who should change and create new executive desktop graphs need to be technical to know SQL commands, the openpro database layout and setup, know how to create xml processing from the sql information.

After you Login go to Executive Desktop sub menu.

Maintenance Setup
Executive Desktop is broken down into each user type login categories.

Once you have the list, you can then select the user type and click on GO.

It then displays all the graphs that show on your executive desktop.
When you select EDIT to change or update the script for the graph.

It then displays all the details about the graphs that show on your executive desktop.
There are many options on this screen that will be listed below.

• Screen Title: text field and description of the graph.
• Field Type: specifies if this is a graph, literal, date, Question, Numeric, SQL REPORT or text field. These options are located in rules setup, table, executive desktop.
• Field Title: shows on the top of the graph.
• Field Row and Column: will show where it displays on the screen.
• Disabled: will not show that graph, in case you are testing.
• Display Startup: will show this when you first login to the system.

Graph details, chart names.

• Graph Data: Chart name, there are over 50 charts setup to be used.
• Category SQL: It uses Standard Query Language commands, X coordinate labels for the bottom of the Graph
• Data Set SQL: It uses Standard Query Language commands, Y coordinate labels for the Graph data portion of the graph.

• `Caption:` shows up on the top of the graph
• Sub Caption: optional on some graphs, but this is used to calculate the totals.
• URL: is for drill down capabilities to the detail data.

The end result is this graph:

Since you have over 9000 different type of graphs and capabilities, these graphs can come in many different shapes, sizes and information.

Here is a Pie chart:

Here is a line chart that compares multiple years or data:

Here is a sideways bar chart, plus a stackable bar chart

Other graphs can be viewed at http://www.openpro.com/execdesk.html
Here you can see many other available graphs, related to job costing, manufacturing, sales, and accounting.

[Last Review Date December 2015]

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