Your company account at openjanelaerp.com/account/login (licence, modules and billing) has its own password, separate from your OpenJanela user name and password. If you forget it: On the sign-in page click Forgot password? Enter the email of the account and click Send reset link. The page always answers the same way, whether or not that email […]
The system is dense with fenestration jargon. This glossary gives each term its general industry meaning so the rest of the manual reads cleanly. The product — a window or door A manufactured unit is modelled as a hierarchy, top to bottom: Term Meaning Unit / Overall One complete manufactured window or door assembly — […]
This chapter explains, without legal language, how OpenJanela licensing works: what you buy, what you may do, what you may not do, and what happens if a subscription lapses. It is a plain-words summary only — your signed agreement always governs. The three editions Edition Where it runs What it is Basic OpenJanela’s servers (North […]
This chapter is a map of the application shell so the “go to…” directions in the rest of the manual make sense. The window has two fixed bars: a module menu down the side (the main functional areas) and a toolbar across the top (personal / cross-cutting tools). You only see what you’re allowed to […]
Some lists that setup depends on have no screen in OpenJanela today. You cannot add to them yourself; your OpenJanela administrator (or support) fills them in the database. Ask for them at the start, because customers, suppliers, parts and series pick values from them, and an empty list leaves an empty combo. What to ask […]
A branch is a place you do business from (a plant, a store, an office). A warehouse is where stock sits, split into locations, racks and bins. Users, sales reps and orders belong to a branch, and the branch draws stock from its warehouses. Set up the warehouses first, then link them to the branch. […]
Company Preferences hold your own company’s name and address and the settings every other screen reads: the unit system, the next quote and order numbers, rounding and scheduling. Do this first. You can come back later for the settings that need other lists (for example the default series). Before you start Your company’s database exists […]
A cost group and a price group are rounding and markup rules shared by many parts: how a length is rounded up before it is costed, the smallest area you charge, how a price is rounded, which customer line discounts apply. Every part, option choice and glass type picks one of each, so make them […]
A customer record holds the defaults every new quote copies: sales rep, terms, taxes, job type, currency, discount, ship-to route. Set up the sales reps and the discount lists first, then add the customers. Before you start Users exist for every salesperson (Add users and rights). Payment terms and tax codes (terms, tax codes), job […]
A glass type (also called a sealed-unit or SU type) describes one glass make-up: its panes, spacers, gas, film, thickness, cost and price. The designer offers these types when a user picks glass, and rules and rule tests read them. OpenJanela 6.5 has no OJ Setup screen to create or change the glass type list. […]
A matrix is a lookup table: give it two inputs (a width and a height, or a colour answer and a size) and it returns a value: a price, an adjustment, a part, an error message or another matrix. Matrices price option choices and parts by size, give quantity discounts on a series, and pick […]
An option is a question a product asks when it is configured (“Colour”, “Hardware”, “Grid Type”). Its choices (answers) are what the user can pick (“White”, “Black”). Each choice can carry a stock code, a price and a cost, and can send work to a production line and station. Options are made once and then […]
A supplier is a company you buy from. A part family is a group of similar parts (Screws, Hardware, Frame Profiles, Glass): every part must belong to one, and the family decides whether its parts add to the item price and cost, its default markup, and its warranty group. Make both before you add parts. […]
A part is anything that goes into a product or onto an order: a profile, a screw, a glass sheet, a labour item. Rules, option choices and glass types all point at parts, so parts come before them. Add one part at a time on the Parts screen, or many at once from a spreadsheet. […]
A production line is the path a unit is built on; a station is one work step on it (cutting, welding, glazing, packing). Parts, option choices and rules send each piece of work to a line and a station, and scheduling needs the line’s shifts to find room. Set these up before parts and rules. […]
Rules turn a drawn window into a bill of materials and a price. Each rule belongs to one series (or sub-routine) and says, for one level of the product (frame, sash, glass, the whole unit): add this part, offer this option, use this matrix, send the following parts to this station. Rules are edited on […]
A series is a product line, for example a casement window or a patio door system. It says which shapes and openings can be built, its sizes and units, how openings and designs are priced, and (through its rules) which parts go into it. A sub-routine is a series that is never sold; it holds […]
Before users start quoting, push one item of every series through the whole flow: quote, price, confirm, schedule, batch, shop paperwork and a scan at a station. Each step proves a different part of the setup, and the table below says where to look when one fails. Before you start All the earlier setup steps […]
Setting up a new company means filling in lists that point at each other: a part points at its family and its cost group, an option choice points at a part, a rule points at parts, options and matrices. If you create something before the thing it points at, OpenJanela saves a 0 or a […]
Shop paperwork (cut lists, labels, glass orders, packing lists) prints at the station where it is needed. A report prints at a station when it is assigned to that line + station. Customer documents (quotes, order acknowledgements) are different: they are attached to a print panel instead. Before you start Lines, stations and their routing […]
Once lines, stations and parts exist, finish the shop-floor side: which cut piece gets the unit’s label, the saw codes for each profile, and the station view, the screen an operator scans units on at a station (cutting, welding, glazing, QC, packing). Before you start Production lines, stations, routing and saws exist (Set up production […]
Payment terms decide when an invoice is due. Tax codes decide which taxes a customer pays. Surcharges add a tariff or energy line to quotes. A customer picks its terms and up to three tax codes, so these come before customers. Before you start The currency list is filled (Lists your administrator sets up). If […]
Each person who logs in needs a user. What they can see and do is set by rights. A user group is a template of rights you can tick on many users at once. Make the groups first, then the users. Before you start Branches exist (Set up branches and warehouses): every user has a […]
A job type says what kind of work an order is (supply only, supply and install, a service call) and carries its defaults: installation, taxable shipping and installation, and a default warranty. A warranty says how many days each group of parts is covered. Make the warranty first, because a job type points at it; […]
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