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Retail



                                          Openbravo
                                             for
                                            Retail



Product Presentation
                  © 2012 Openbravo Inc.
                   All rights reserved.


© 2012 Openbravo Inc                            Page 1
Agenda                             Retail


  Introduction
  Merchandise Lifecycle
  Supply Chain Management
  Multichannel
  Enterprise Management
  Retail Intelligence
  Architecture




© 2012 Openbravo Inc        Page 2
Openbravo for Retail                                            Retail



                       Openbravo      for Retail is a multi-channel
                       retail management system,          affordable,
                       complete and modular, and fully adaptable
                       solution for managing an entire Retail
                       business, from Sales and Customer
                       Relationships to Financials and Operations,
                       across different channels

                       The     complete solution includes fully
                       integrated POS functionality, implemented
                       as a web option that works offline and can
                       be deployed on any commodity mobile
                       touch screen device with a browser.
                       Openbravo for Retail provides a highly
                       satisfying staff and customer experience out
                       of the box, and can be easily tailored and
                       extended to adapt to any retailer need.

© 2012 Openbravo Inc                                     Page 3
Openbravo for Retail                                                                                                   Retail


                                                Alerts

                            Data
                                                                 Workspace
                                                                                               Built over the powerful
                          Dictionary
                                                                                               100% web based, open
                                                                                               source Openbravo 3
       Grid / Form
                                                                                               platform, Openbravo for
                                                                                Multitab
          view                                                                                 Retail provides a best-
                                                                                               in-class user
                                                                                               experience, with key end
                                            Openbravo
                                                3                                              user oriented features like
    User Views                                                                         Notes   alerts, direct url links,
                                                                                               notes, attachments, etc.
                                                                                               that enhance individual
                                                                                               productivity and boost
                  Quick
                 Launch
                                                                        Direct Links           team work and
                                                                                               collaboration.
                                                          Recent
                                       Linked
                                                         Views and
                                       Items
                                                         Documents

© 2012 Openbravo Inc                                                                                            Page 4
Agenda                             Retail


  Introduction
  Merchandise Lifecycle
  Supply Chain Management
  Multichannel
  Enterprise Management
  Retail Intelligence
  Architecture




© 2012 Openbravo Inc        Page 5
Merchandise Lifecycle                                              Retail

                       MERCHANDISE MANAGEMENT
                       Key functionality includes

                       • Product categories
                       • Barcodes
                       • Product types (item, service, cost)
                       • Warehouse specific management definition
                       • Product images
                       • Multiple units
                       • Multiple vendors for each product




© 2012 Openbravo Inc                                        Page 6
Merchandise Lifecycle                                                    Retail

                       PRICING
                       Key functionality includes

                       • Price lists and price list versions
                       • Price list schemas
                       • Base Price List for calculating prices
                       • Site price lists
                       • Retail price list with Tax included




© 2012 Openbravo Inc                                              Page 7
Merchandise Lifecycle                                                 Retail

                       ASSORTMENTS MANAGEMENT
                       Key functionality includes

                       • Create Product Lists
                       • Clone a Product List
                       • Assign Product List to a Retail Organization node




© 2012 Openbravo Inc                                           Page 8
Agenda                             Retail


  Introduction
  Merchandise Lifecycle
  Supply Chain Management
  Multichannel
  Enterprise Management
  Retail Intelligence
  Architecture




© 2012 Openbravo Inc        Page 9
Supply Chain Management                                                  Retail

                       PROCUREMENT
                       Key functionality includes

                       • Support to purchase planning and execution
                       • Vendors management
                       • Purchase price lists management
                       • Purchase orders
                       • Returns to vendor
                       • Goods receipts
                       • Purchase invoices
                       • Detailed reporting and order history for rebate
                       management
                       • Invoice verification




© 2012 Openbravo Inc                                            Page 10
Supply Chain Management                                                Retail

                       WAREHOUSE AND DC MANAGEMENT
                       Key functionality includes

                       • Warehouses and storage bins
                       • Distribution Centers (DCs)
                       • Stock products in multiple units
                       • Restocking control
                       • Physical inventory, Inventory planning, Continuous
                       inventory




© 2012 Openbravo Inc                                           Page 11
Supply Chain Management                                      Retail

                       MECHANDISE DISTRIBUTION
                       Key functionality includes

                       • Purchase orders
                       • Goods receipts
                       • Goods movements
                       • Incoming shipment
                       • Outgoing shipment
                       • Product movements report
                       • Goods transactions report




© 2012 Openbravo Inc                                 Page 12
Agenda                              Retail


  Introduction
  Merchandise Lifecycle
  Supply Chain Management
  Multichannel
  Enterprise Management
  Retail Intelligence
  Architecture




© 2012 Openbravo Inc        Page 13
Multichannel                                                       Retail

                       SALES ORER MGMT (WHOLESALE)
                       Key functionality includes
                       • Customer management
                       • Customer discounts
                       • Quotations management
                       • Sales orders management
                       • Clone orders
                       • Shipments management
                       • Mass shipments creation
                       • Mass invoicing
                       • Debit /Credit memo processing
                       • Prepayments
                       • Credit management
                       • Customer Returns
                       • Sales Order / Quotation send by mail




© 2012 Openbravo Inc                                       Page 14
Multichannel                                                       Retail
                       CUSTOMER ORDER MANAGEMENT AT POS
                       Key functionality includes
                       • Online and offline capabilities
                       • Browse categories and search for products
                       • Barcode scanning
                       • Customer assignment
                       • Ticket printing
                       • More than 1 ticket at a time (parked tickets)
                       • Manual discounts
                       • Price overrides
                       • Ticket Return and Invoicing




© 2012 Openbravo Inc                                       Page 15
Multichannel                                               Retail




 E-COMMERCE ORDER MANAGEMENT
 Key functionality includes

 •Master data integration
 •Sales orders integration

 (By using an E-Commerce integration module with
 third-party E-Commerce platforms)
© 2012 Openbravo Inc                               Page 16
Multichannel                                                Retail




PAYMENTS HANDLING
Key functionality includes:

• Payment methods set up for each POS terminal
• Credit card payments (integration with external
payment terminals)
• Multiple payment methods in one ticket
• Cancel payment

© 2012 Openbravo Inc                                Page 17
Multichannel                                                    Retail


                       CASH MANAGEMENT
                       Key functionality includes

                       • Cash withdrawals or deposits
                       • Cash movement reasons




© 2012 Openbravo Inc                                    Page 18
Multichannel                                                    Retail

                       CASH UP
                       Key functionality includes

                       • Step-by-step closing process
                       • Pending ticket review
                       • Count cash
                       • Cash to keep
                       • Post, print and close




© 2012 Openbravo Inc                                    Page 19
Agenda                              Retail


  Introduction
  Merchandise Lifecycle
  Supply Chain Management
  Multichannel
  Enterprise Management
  Retail Intelligence
  Architecture




© 2012 Openbravo Inc        Page 20
Enterprise Management                                               Retail

                       ORGANIZATIONAL STRUCTURE
                       Key functionality includes

                       • Organization marked as Store or Store Group
                       • Associated local warehouse
                       • Associated Product List (assortment)
                       • Associated Price List
                       • Default anonymous customer for no-named sales




© 2012 Openbravo Inc                                        Page 21
Enterprise Management                                                 Retail

                       HUMAN RESOURCES / STAFF MANAGEMENT
                       Key functionality includes

                       • Track and manage employee information
                       • Track sales agent performance
                       • Set up and manage sales commissions
                       • Centrally compute sales commissions based upon
                       sales transactions
                       • Easy integration with external attendance systems or
                       payroll systems for computing hours and labor costs
                       at the head office




© 2012 Openbravo Inc                                          Page 22
Enterprise Management                                               Retail

                       FINANCIAL MANAGEMENT
                       Key functionality includes

                       • Accounting
                       • Accounts payable and receivable
                       • Asset management
                       • Financial Budget management
                       • Internationalization support (multi-currency,
                       multi-language, multi-schema accounting)




© 2012 Openbravo Inc                                        Page 23
Enterprise Management                                                      Retail


                               DOCUMENT MANAGEMENT
                               Key functionality includes

                               • Files of any type may be attached to any
                               transaction or entity




E-LEARNING SUPPORT
Key functionality includes

• Use of HTML or URL widgets
• Embedded application Help


© 2012 Openbravo Inc                                               Page 24
Enterprise Management                                                  Retail
                       RETAIL CRM
                       Key functionality includes

                       • Customer information, including contact persons,
                       addresses, payment terms, account balance, credit
                       information, and more
                       • Customer classification based on Categories
                       • Unlimited options to expand the available
                       information with additional fields or information
                       • Customer ordering history, with detailed information
                       about dates, prices and quantities




© 2012 Openbravo Inc                                           Page 25
Agenda                              Retail


  Introduction
  Merchandise Lifecycle
  Supply Chain Management
  Multichannel
  Enterprise Management
  Retail Intelligence
  Architecture




© 2012 Openbravo Inc        Page 26
Retail Intelligence                                                    Retail

                        DIMENSIONAL REPORTS
                        Key reports include

                        •Sales dimensional report
                        •Shipments dimensional report
                        •Invoice dimensional report
                        •Purchase order dimensional report
                        •Goods receipts dimensional report
                        •Purchase invoice dimensional report




© 2012 Openbravo Inc                                           Page 27
Retail Intelligence                                                     Retail

                        WIDGETS
                        •Best Selling Stores
                        •Best Selling Products
                        •Best Selling Product Categories
                        •Best Selling Sales Agents
                        •Best Selling Customers

                        Key functionality includes

                        • Input parameters
                        • Column filtering, ordering and sorting
                        • Export to spreadsheet
                        • Widget visibility per user or role
                        • Embedded in the workspace or as a transaction field
                        • Zoho integration




© 2012 Openbravo Inc                                            Page 28
Retail Intelligence                                                     Retail
                        GRID
                        Advanced grid functionalities include

                        • Column filters and implicit filters
                        • Setting columns visibility
                        • Sorting
                        • Columns position and size
                        • Freezing columns
                        • Summary columns
                        • Saving views, which can include filters and specific
                        grid arrangements
                        • Exporting to a spreadsheet




© 2012 Openbravo Inc                                            Page 29
Retail Intelligence                                                     Retail




                        INTEGRATION WITH BI PLATFORMS

                        • Easy integration     thanks to its interoperability
                        capabilities
                        • Web services layer
                        • Process scheduler




© 2012 Openbravo Inc                                            Page 30
Agenda                              Retail


  Introduction
  Merchandise Lifecycle
  Supply Chain Management
  Multichannel
  Enterprise Management
  Retail Intelligence
  Architecture




© 2012 Openbravo Inc        Page 31
Architecture                                                                                         Retail
    E-Commerce
                            BackOffice Server
      platform
                                                                                   Store N

                                                                                     …
                       E-Commerce
                       Connector

                                                                      Store 2

                                            Store 1                      …


                                                …




   Full retail chain management                       Benefits
          • Cash register management through              •   Full functionality
               POS                                        •   Store autonomy is guaranteed
          •    Full store operations management           •   Real time data with no synch required
          •    Merchandise Lifecycle Management           •   Simplified administration
          •    Supply Chain Management                    •   Support for low cost hardware, tablets
          •    Enterprise Management                          and mobile devices
          •    E-Commerce Connectors

© 2012 Openbravo Inc                                                                         Page 32
Deployment Options                                           Retail




  On Premise
  Hosted
  In the Cloud


  Scalable single or multiple server architecture

                       Easy to maintain and update
© 2012 Openbravo Inc                                 Page 33
Retail

                       Thanks!




© 2012 Openbravo Inc             Page 34

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Openbravo for retail presentation en(1)

  • 1. Retail Openbravo for Retail Product Presentation © 2012 Openbravo Inc. All rights reserved. © 2012 Openbravo Inc Page 1
  • 2. Agenda Retail Introduction Merchandise Lifecycle Supply Chain Management Multichannel Enterprise Management Retail Intelligence Architecture © 2012 Openbravo Inc Page 2
  • 3. Openbravo for Retail Retail Openbravo for Retail is a multi-channel retail management system, affordable, complete and modular, and fully adaptable solution for managing an entire Retail business, from Sales and Customer Relationships to Financials and Operations, across different channels The complete solution includes fully integrated POS functionality, implemented as a web option that works offline and can be deployed on any commodity mobile touch screen device with a browser. Openbravo for Retail provides a highly satisfying staff and customer experience out of the box, and can be easily tailored and extended to adapt to any retailer need. © 2012 Openbravo Inc Page 3
  • 4. Openbravo for Retail Retail Alerts Data Workspace Built over the powerful Dictionary 100% web based, open source Openbravo 3 Grid / Form platform, Openbravo for Multitab view Retail provides a best- in-class user experience, with key end Openbravo 3 user oriented features like User Views Notes alerts, direct url links, notes, attachments, etc. that enhance individual productivity and boost Quick Launch Direct Links team work and collaboration. Recent Linked Views and Items Documents © 2012 Openbravo Inc Page 4
  • 5. Agenda Retail Introduction Merchandise Lifecycle Supply Chain Management Multichannel Enterprise Management Retail Intelligence Architecture © 2012 Openbravo Inc Page 5
  • 6. Merchandise Lifecycle Retail MERCHANDISE MANAGEMENT Key functionality includes • Product categories • Barcodes • Product types (item, service, cost) • Warehouse specific management definition • Product images • Multiple units • Multiple vendors for each product © 2012 Openbravo Inc Page 6
  • 7. Merchandise Lifecycle Retail PRICING Key functionality includes • Price lists and price list versions • Price list schemas • Base Price List for calculating prices • Site price lists • Retail price list with Tax included © 2012 Openbravo Inc Page 7
  • 8. Merchandise Lifecycle Retail ASSORTMENTS MANAGEMENT Key functionality includes • Create Product Lists • Clone a Product List • Assign Product List to a Retail Organization node © 2012 Openbravo Inc Page 8
  • 9. Agenda Retail Introduction Merchandise Lifecycle Supply Chain Management Multichannel Enterprise Management Retail Intelligence Architecture © 2012 Openbravo Inc Page 9
  • 10. Supply Chain Management Retail PROCUREMENT Key functionality includes • Support to purchase planning and execution • Vendors management • Purchase price lists management • Purchase orders • Returns to vendor • Goods receipts • Purchase invoices • Detailed reporting and order history for rebate management • Invoice verification © 2012 Openbravo Inc Page 10
  • 11. Supply Chain Management Retail WAREHOUSE AND DC MANAGEMENT Key functionality includes • Warehouses and storage bins • Distribution Centers (DCs) • Stock products in multiple units • Restocking control • Physical inventory, Inventory planning, Continuous inventory © 2012 Openbravo Inc Page 11
  • 12. Supply Chain Management Retail MECHANDISE DISTRIBUTION Key functionality includes • Purchase orders • Goods receipts • Goods movements • Incoming shipment • Outgoing shipment • Product movements report • Goods transactions report © 2012 Openbravo Inc Page 12
  • 13. Agenda Retail Introduction Merchandise Lifecycle Supply Chain Management Multichannel Enterprise Management Retail Intelligence Architecture © 2012 Openbravo Inc Page 13
  • 14. Multichannel Retail SALES ORER MGMT (WHOLESALE) Key functionality includes • Customer management • Customer discounts • Quotations management • Sales orders management • Clone orders • Shipments management • Mass shipments creation • Mass invoicing • Debit /Credit memo processing • Prepayments • Credit management • Customer Returns • Sales Order / Quotation send by mail © 2012 Openbravo Inc Page 14
  • 15. Multichannel Retail CUSTOMER ORDER MANAGEMENT AT POS Key functionality includes • Online and offline capabilities • Browse categories and search for products • Barcode scanning • Customer assignment • Ticket printing • More than 1 ticket at a time (parked tickets) • Manual discounts • Price overrides • Ticket Return and Invoicing © 2012 Openbravo Inc Page 15
  • 16. Multichannel Retail E-COMMERCE ORDER MANAGEMENT Key functionality includes •Master data integration •Sales orders integration (By using an E-Commerce integration module with third-party E-Commerce platforms) © 2012 Openbravo Inc Page 16
  • 17. Multichannel Retail PAYMENTS HANDLING Key functionality includes: • Payment methods set up for each POS terminal • Credit card payments (integration with external payment terminals) • Multiple payment methods in one ticket • Cancel payment © 2012 Openbravo Inc Page 17
  • 18. Multichannel Retail CASH MANAGEMENT Key functionality includes • Cash withdrawals or deposits • Cash movement reasons © 2012 Openbravo Inc Page 18
  • 19. Multichannel Retail CASH UP Key functionality includes • Step-by-step closing process • Pending ticket review • Count cash • Cash to keep • Post, print and close © 2012 Openbravo Inc Page 19
  • 20. Agenda Retail Introduction Merchandise Lifecycle Supply Chain Management Multichannel Enterprise Management Retail Intelligence Architecture © 2012 Openbravo Inc Page 20
  • 21. Enterprise Management Retail ORGANIZATIONAL STRUCTURE Key functionality includes • Organization marked as Store or Store Group • Associated local warehouse • Associated Product List (assortment) • Associated Price List • Default anonymous customer for no-named sales © 2012 Openbravo Inc Page 21
  • 22. Enterprise Management Retail HUMAN RESOURCES / STAFF MANAGEMENT Key functionality includes • Track and manage employee information • Track sales agent performance • Set up and manage sales commissions • Centrally compute sales commissions based upon sales transactions • Easy integration with external attendance systems or payroll systems for computing hours and labor costs at the head office © 2012 Openbravo Inc Page 22
  • 23. Enterprise Management Retail FINANCIAL MANAGEMENT Key functionality includes • Accounting • Accounts payable and receivable • Asset management • Financial Budget management • Internationalization support (multi-currency, multi-language, multi-schema accounting) © 2012 Openbravo Inc Page 23
  • 24. Enterprise Management Retail DOCUMENT MANAGEMENT Key functionality includes • Files of any type may be attached to any transaction or entity E-LEARNING SUPPORT Key functionality includes • Use of HTML or URL widgets • Embedded application Help © 2012 Openbravo Inc Page 24
  • 25. Enterprise Management Retail RETAIL CRM Key functionality includes • Customer information, including contact persons, addresses, payment terms, account balance, credit information, and more • Customer classification based on Categories • Unlimited options to expand the available information with additional fields or information • Customer ordering history, with detailed information about dates, prices and quantities © 2012 Openbravo Inc Page 25
  • 26. Agenda Retail Introduction Merchandise Lifecycle Supply Chain Management Multichannel Enterprise Management Retail Intelligence Architecture © 2012 Openbravo Inc Page 26
  • 27. Retail Intelligence Retail DIMENSIONAL REPORTS Key reports include •Sales dimensional report •Shipments dimensional report •Invoice dimensional report •Purchase order dimensional report •Goods receipts dimensional report •Purchase invoice dimensional report © 2012 Openbravo Inc Page 27
  • 28. Retail Intelligence Retail WIDGETS •Best Selling Stores •Best Selling Products •Best Selling Product Categories •Best Selling Sales Agents •Best Selling Customers Key functionality includes • Input parameters • Column filtering, ordering and sorting • Export to spreadsheet • Widget visibility per user or role • Embedded in the workspace or as a transaction field • Zoho integration © 2012 Openbravo Inc Page 28
  • 29. Retail Intelligence Retail GRID Advanced grid functionalities include • Column filters and implicit filters • Setting columns visibility • Sorting • Columns position and size • Freezing columns • Summary columns • Saving views, which can include filters and specific grid arrangements • Exporting to a spreadsheet © 2012 Openbravo Inc Page 29
  • 30. Retail Intelligence Retail INTEGRATION WITH BI PLATFORMS • Easy integration thanks to its interoperability capabilities • Web services layer • Process scheduler © 2012 Openbravo Inc Page 30
  • 31. Agenda Retail Introduction Merchandise Lifecycle Supply Chain Management Multichannel Enterprise Management Retail Intelligence Architecture © 2012 Openbravo Inc Page 31
  • 32. Architecture Retail E-Commerce BackOffice Server platform Store N … E-Commerce Connector Store 2 Store 1 … … Full retail chain management Benefits • Cash register management through • Full functionality POS • Store autonomy is guaranteed • Full store operations management • Real time data with no synch required • Merchandise Lifecycle Management • Simplified administration • Supply Chain Management • Support for low cost hardware, tablets • Enterprise Management and mobile devices • E-Commerce Connectors © 2012 Openbravo Inc Page 32
  • 33. Deployment Options Retail On Premise Hosted In the Cloud Scalable single or multiple server architecture Easy to maintain and update © 2012 Openbravo Inc Page 33
  • 34. Retail Thanks! © 2012 Openbravo Inc Page 34