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Getting Started

Welcome to iDempiere! This guide will help you quickly get started with the system by walking you through the essential first steps.

If you have questions, comments or concerns about this page, please add them at the bottom of this page. We review all discussion notes weekly.

Understanding the Home Screen​

Once logged in, you will see the iDempiere home screen, which consists of:

  • The Menu Box is the primary navigation panel in iDempiere. It provides access to all the system's features and functionalities.
    • Located on the top side of the screen, next to the search bar.
    • Displays a tree structure with collapsible categories.
    • Users can expand or collapse sections to find the desired module or functionality.
  • The Menu Button is used to show or hide the Menu Box for better screen utilization.
    • Clicking it toggles the visibility of the Menu Box.
  • The Global Search Box allows users to quickly find records, windows, reports, or processes within iDempiere.
    • Located in the header, at the top-left corner of the screen.
    • Enables keyword-based searching across multiple system areas.
    • Helps users quickly access frequently used functions without manually browsing the menu.
    • Shows result suggestions while you type to speed up navigation.
  • Widgets are the panels on and around your home screen. These widgets can be dragged/moved around.
    • Favourites widget
      • The Favourites widget helps a specific user organize their most commonly used windows, reports and processes.
      • You may group your favourites into folders to help organize and personalize your experience.
    • Recent Items widget
      • The Recent Items widget contains links to the ten most recent documents that you have created or updated. Every time you “touch” a record in a window a recent item link is created and set on the top of the list.
      • If you want to delete a recent item from the list you can drag it and drop it into the trashcan button below.
      • NOTE that the number of items defaults to ten, but it can be configured to show more or less by your administrator.
    • Activities widget
      • The Activities widget is intended to call your attention to documents or actions that you need to take care of.
      • See Activities Widget for more information.
    • Views widget
      • The Views widget helps highlight commonly used Info Windows.
      • Info Windows helps you explore information in iDempiere about specific topics. See Info Window section below...

Performing Basic Actions​

Searching for a Window​

  • Use the Global Search Box at the top-left to find window, processes and reports.
  • Select a suggested result to open the corresponding window.
  • For example:
    • Type Business.
    • See the list of results.
    • Click on Business Partner to open that window.
    • Notice the Business Partner has tabs (like Location) showing additional information.

Creating a New Record​

  • Navigate to the appropriate window (e.g., Business Partner).
  • Notice that ever window you open has the same navigation toolbar button.
  • Hover over each toolbar button to see what it does.
  • Click the New Record button at the toolbar.
  • Fill in the required fields and save your changes using the save toolbar button.
    • Once you do it, you can see how the created record shows up in the Recent Items widget at the left panel.

Running a Report​

  • Use the Global Search Box at the top-left to search on "Open Orders".
  • Select the identified result to open the corresponding report.
  • Notices the icon looks different for Open Orders report then Business Partner window.
  • For example:
    • Type Report.
    • See the list of results.
    • Click on Business Partner to open that window.
    • Apply filters, and run it.

See all Menu Items​

  • Use the tree button next to the Global Search Box to see a menu tree.
  • Browse through the options.
  • Use the gears button at the botton of the menu tree to filter options in the tree.

Getting Help​

Now that you're familiar with the basics, you're ready to explore iDempiere further!