This page gives a brief overview of the Windows Application User Interface (UI). The HTML UI is basically a subset as Browsers lack Function and don't have a portable "right-click" Function.
Your text input is in bold italics, selections values are in italics.
Please "just follow" this guide, it tries to demonstrate as much Function possible in a brief time span. In other areas, you will find more details.
Start & Login
 Start the Client Application by
 clicking on the Compiere Icon on your Desktop
or via the Start Menu
Connect and Login
Login as SuperUser (case sensitive) and the password System - Compiere remembers your entries and selections
Select the GardenWorld Admin Role.
The Menu
The menu shows all tasks available for your selected role. In the yellow Menu search field enter sales and hit enter. The system goes through all menu entries with sales (case insensitive) in it.
In the menu, right-click on Sales Order and Click on Add to Bar: 
Expand your Menu-Bar (Shortcut) area by dragging on the left side of the menu
Window Functions
You can open the Sales Order Window by pressing Ctrl-Enter in the yellow menu search area, by double-clicking in the menu tree or clicking on the shortcut in your menu bar.
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Default Values
The Sales Order Screen appears with the preferences/defaults set by you, for your Organization (HQ), for the client (GardenWorld) or your system.
To set your preferences, set the field to the intended value on any field and right-click (example: field Target Document Type changed to POS Order) and select Value Preference
Select the scope (for all/specific Organizations, Users, Window) and press OK. Your new default value will now be POS Order in the Order Entry Screen.
Creating a new Business Partner on the fly
You would normally create a new Business Partner by importing it or by entering it in the Business Partner Window. You can also create a new Business Partner on the fly. The default values are copied from your "Standard" Business Partner.
In the Business Partner Field, right-click and select New Record:
Enter the customer information, to enter the address, select the Location button:
Enter the address
Click OK and confirm the new Customer record;
The Sales Order is automatically updated:
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Zoom - Create a new Record without leaving the Window
In the optional Campaign Field (optional fields have a white background, mandatory fields have a light blue background) right-click and press Zoom:
The Campaign Window opens for entering a new record. If the "zoom from" field has a selection, the Zoom Window would query the selected record automatically:
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Just enter something in the mandatory fields Search Key and Name
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And press Save - and close the window either by using the upper left x window button (would ignore pending changes) or by pressing the far left End button (will ask, if you want to save your changes) on the Tool Bar.
Back in your Order Screen, the new Campaign is not available (yet). right-click on field Campaign and select Refresh:
Saving
Select the new Campaign and press Save or just press on the Order Line tab. The system has a Auto Commit setting (from the menu window via File > Preference or in a standard window via Tools > Preference). This will automatically save your selection when navigating, but you need to confirm changes when changing tabs.
Search
Go to the Order Line tab by clicking on the tab.
In the Product field, enter %Bush (i.e. you are searching for a product with bush [case is ignored] in the Search Key) and hit enter:
You can view product availability and pricing based on the customer or order price list. Select a product and select OK - or just double-click on the line:
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Complete the Order
The Order Line is updated with Price information. You can enter an additional description, change price and quantity. You get a warning, if you enter a price below your limit price.
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Press Save and return to the Header. (The tax engine had determined, that this out-of-state customer should not pay any tax - you should have overwritten this here if it is an exception or set up the tax rules differently - i.e. not for "mail order")
As the customer forgot his purse and you trust him, you change the payment rule from (petty) Cash to On Credit.
You are done with this order, so you press the transaction Complete button, which saves your order and completes it (updates inventory, customer credit line, etc.).
The Order becomes "gray" to indicate that you are done with it. You can now print the Invoice via the Print Document button. The System knows that when you print a POS Order, you actually want to print the invoice (or print delivery note for a warehouse order) instead of the standard Order Confirmation. As this is a POS Order, the invoice was automatically generated (as well as the Shipping document).
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If you go back to the Order Line, you see, that Ordered Quantity equals Delivered and Invoiced Quantity. What you also noticed, that the Window content changes with the context; You see what you need to see in a given context (and if you don't like it, you can change the rules).
Enter a Payment
Our new customer sent us a Check! You can simplify the menu structure by creating Roles with just selected Function. In the Menu, search for Payment and open the Window.
Click New or go via the Menu File > New Record - you can also enter Ctrl+N or F2. You may also have noticed, that the Icons are in line with the standard PC keyboard layout . On the Business Partner field, press the selection button.
Searching for Customers, Invoices, ..
In the Business Partner Info, just hit enter and you see all customers. Notice that our New Customer is "in the red" as he has no credit line:
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Press cancel - just to show you another neat feature: Click on the Invoice Button and press enter; You now see all open Invoices. Normally, you would reduce the search by entering a customer, invoice number, etc. Select the invoice and click OK or double-click on the line.
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You can access the Search or Info Function via the Menu Window via View > ...
Enter the Payment amounts
The Payment Screen is updated also with Customer and Payment amount. Well, our customer forgot to send 75c, so we correct the payment amount to $23.00. The difference of 0.75 appears as write-off (after tabbing out of the field). If there would have been a valid payment discount, the system would have suggested the reduced payment amount with the valid discount at the payment day in the discount field. The application differentiates between justified payment discount and short payments, you want to write off. You could also choose to keep the balance.
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Just press complete and let the system tell you, that you need to fill out some other mandatory fields. You would set the preference in Document Type to AR Payment as probably most payments are received (and the AP payments are usually generated anyway). Complete the remaining entries (check number, etc.) and complete the document.
Reporting
In the Menu search for the Payment Allocation Report (there are two entries - one for the Window and one for a summarized Payment Allocation Report). A Selection Dialog appears. To enter a Business Partner is optional, so just hit OK (if you like other/additional selection parameters for a report, you can add them easily):
Well, here we have our report, but not too pretty, so you press the Customization Button.
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Customizing a Report
Select the fields, you want to show in their sequence in the Display Order Tab:
On the Sort Tab, Select Business Partner and Invoice to sort the report by.
In the Format Item Tab, we select Business Partner. Select Group by to create an amount total per Business Partner. We could also change column headings here.- and press OK.
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You also want to get a total for each Business Partner so select the Amount. Select the Calculate Sum check box so totals will be calculated.
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Well, this looks better. So you see here what invoices was paid by which payment method (check, transfer, ..) or Petty Cash.
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Drill-Down - Get Details within reports
All the blue fields are Drill-Down enabled, so just double-click on our NewCustomer- and here is the Business Partner Report:
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Drill-Across - Where is this record used
Not too pretty - but we now want to Drill-Across (i.e. create reports of where a selected Business Partner was used). Here we only have one record (you can use Find to select specific records). Select Invoice - i.e. we want to see all invoices of this customer and the cursor changes to a Hand icon. Double click somewhere in the row (but not on the blue drill-down fields) and ... you get your Invoice Report:
(Click on Image to see details)
Again, not to pretty, but the standard generated reports show you nearly all fields (just page through the report)and you can easily customize them to fit your exact needs.
P.S.: Find this stuff in another ERP/CRM package!
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