{"id":2886,"date":"2020-02-05T11:39:51","date_gmt":"2020-02-05T06:09:51","guid":{"rendered":"https:\/\/blog.tenthplanet.in\/?p=2886"},"modified":"2026-08-10T15:28:11","modified_gmt":"2026-08-10T09:58:11","slug":"compiere-erp-user-training","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/blogs\/compiere-erp-user-training\/","title":{"rendered":"How to Use the Compiere ERP Application"},"content":{"rendered":"\n

Master Data Configuration<\/h2>\n\n\n\n

1.1 Warehouse & Locators<\/a>
\n1.2 Unit of Measure<\/a>
\n1.3 Product Category<\/a>
\n1.4 Product<\/a>
\n1.5 Price List Setup<\/a>
\n1.6 Discount Schema<\/a>
\n1.7 Charge<\/a>
\n1.8 Business Partner Group<\/a>
\n1.9 Business Partner<\/a>
\n2.0 Calendar Period<\/a>
\n2.1 Account Element<\/a>
\n2.2 Account Combination\/Organisation<\/a>
\n2.3 Currency Rate<\/a>
\n2.4 Document Type<\/a>
\n2.5 Document Sequence<\/a>
\n2.6 Tax Category<\/a>
\n2.7 Payment Term<\/a><\/p>\n\n\n\n

1.1 Warehouse & Locators<\/h3>\n\n\n\n

Main Menu –> Product Setup –> Warehouse & Locators
\n<\/strong><\/p>\n\n\n

\n
\"Compiere_ERP_Training_Main_Menu\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n

\n
\"Compiere_ERP_Training_Main_Menu2\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

The primary purpose of a Warehouse Management is to control the movement and storage of materials in a warehouse.<\/p>\n\n\n\n

Search Key:<\/strong> Any unique ID for the user to identify the warehouse easily<\/p>\n\n\n\n

Name:<\/strong> Name of the Warehouse where the goods are to be stored<\/p>\n\n\n\n

Address:<\/strong> Address of the above warehouse<\/p>\n\n\n\n

Working Days:<\/strong> No of working days of the warehouse in the year<\/p>\n\n\n\n

Picking UOM and Stocking UOM:<\/strong> There is a field Available to Picking and the Stocking UOM. The picking UOM should be less than or equal to the stocking UOM. eg if the Picking UOM is 6 then the stocking UOM should be 7 or more than 7.<\/p>\n\n\n\n

The Minimum and the Maximum Stock Quantity:<\/strong> Minimum and Maximum stock quantity are stock limits for the customer location product that the customer agrees upon with the supplier. The projected Stock quantity must not fall below the minimum stock Quantity. The maximum stock level is the maximum quantity of stock that is to be on hand at the customer.<\/p>\n\n\n\n

Available to Promise:<\/strong> Is the projected amount of inventory you have left available to sell, it does not include allocated inventory. The quantity of the product in the locator will be considered as on-hand, and available for reservation to sales orders and other demands.<\/p>\n\n\n\n

Available to Allocation:<\/strong> If this flag is checked, the quantity of the product in the locator will be considered as on-hand, and will be available for allocation to sales orders and other demands.<\/p>\n\n\n

\n
\"Compiere_ERP_Training_Main_Menu3\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Click Add button to create new locators
\nLocator Search Key:<\/strong> The search key for the Locator associated with the warehouse<\/p>\n\n\n

\n
\"Compiere_ERP_Training_Locator_Search_Key\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

The Product can be selected from the dropdown & the minimum & maximum quantity can be added to this window<\/p>\n\n\n\n

Replenish<\/strong>
\nThis feature defines the minimum and maximum level of stocks to be maintained in the warehouse. Triggered replenishment can help ensure that a picker always has enough inventory in the most efficient picking location. Select the replenishment type from the dropdown.
\nClick Add button to create new Replenish items<\/p>\n\n\n\n

Accounting<\/strong>
\nThe accounting ledger for the warehouse needs to be defined for the tenant CPC Diagnostics<\/p>\n\n\n

\n
\"Compiere_ERP_Training_Accounting\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

 <\/p>\n\n\n\n

\n\n\n\n

1.2 Unit of Measure<\/h3>\n\n\n\n

Main Menu –> Product Setup –> Unit of Measure<\/strong><\/p>\n\n\n

\n
\"Compiere_ERP_Training_Unit<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Typically an Item\/Product can be sold in different types of packaging than how it is purchased from the vendors. The unit of measurement is used in Invoice, Item and purchase order documents.<\/p>\n\n\n\n

Kgs<\/td>Litres<\/td><\/tr>
Cubic Centimetre<\/td>Metric Tonne<\/td><\/tr>
Weeks<\/td>Working Days<\/td><\/tr>
Number<\/td>Minute<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

 <\/p>\n\n\n

\n
\"Compiere_ERP_Training_Unit<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Click Add button to create the Unit of Measurement for tenant CPC Diagnostics<\/p>\n\n\n\n

UOM Code:<\/strong> Abbreviations for the pack name
\nName:<\/strong> name of the pack
\nStandard Precision:<\/strong> The no of decimals required for accounting
\nCosting Precision:<\/strong> The no of decimals required for costing<\/p>\n\n\n\n

\n\n\n\n

1.3 Product Category<\/h3>\n\n\n\n

Main Menu –> Product Setup –> Product Category<\/strong><\/p>\n\n\n\n

Product Category:<\/strong> When a product category is created and all products are associated with the product category.<\/p>\n\n\n

\n
\"Compiere_ERP_Training_Product_Category\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Click Add button to create a new Product Category for<\/p>\n\n\n\n

Name:<\/strong> Name of the Product Category. Product Categories are created to organize the products in eg Reagents, Consumables & Accessories<\/p>\n\n\n\n

Material Policy:<\/strong> FIFO (First In First Out)\/LIFO (Last In First Out). The material policy can be configured at the product category level, which is used during shipment generation to pick the products. The material policy is based on the movement date.<\/p>\n\n\n\n

Planned Margin:<\/strong> % of Margin expected: User has to enter manually 0<\/p>\n\n\n

\n
\"Compiere_ERP_Training_Product_Category2\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

The Accounting element for the Product Category needs to be defined.<\/p>\n\n\n\n