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© 2012 Openbravo Inc Page 1
Retail
Openbravofor
Retail
Product Presentation© 2012 Openbravo Inc.
All rights reserved.
© 2012 Openbravo Inc Page 2
RetailAgendaIntroductionMerchandise LifecycleSupply Chain ManagementMultichannelEnterprise ManagementRetail IntelligenceArchitecture
© 2012 Openbravo Inc Page 3
RetailOpenbravo for 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.
Openbravo for Retail
Merchandise Management
Supply Chain Management
MultichannelEnterprise Management
Retail Intelligence
© 2012 Openbravo Inc Page 4
RetailOpenbravo for Retail
Openbravo 3
Alerts
Workspace
Multitab
Notes
Direct Links
Recent Views and Documents
Linked Items
Quick Launch
User Views
Grid / Form view
Data Dictionary
Built over the powerful 100% web based, open source Openbravo 3 platform, Openbravo for Retail provides a best-in-class user experience, with key end user oriented features like alerts, direct url links, notes, attachments, etc. that enhance individual productivity and boost team work and collaboration.
© 2012 Openbravo Inc Page 5
RetailAgendaIntroductionMerchandise LifecycleSupply Chain ManagementMultichannelEnterprise ManagementRetail IntelligenceArchitecture
© 2012 Openbravo Inc Page 6
RetailMerchandise Lifecycle
Merchandise Management
Item Management
PricingAssortments Management
MERCHANDISE MANAGEMENTKey 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 7
RetailMerchandise LifecyclePRICINGKey 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
Merchandise Management
Item Management
PricingAssortments Management
© 2012 Openbravo Inc Page 8
RetailMerchandise LifecycleASSORTMENTS MANAGEMENTKey functionality includes
• Create Product Lists• Clone a Product List• Assign Product List to a Retail Organization nodeMerchandise
Management
Item Management
PricingAssortments Management
© 2012 Openbravo Inc Page 9
RetailAgendaIntroductionMerchandise LifecycleSupply Chain ManagementMultichannelEnterprise ManagementRetail IntelligenceArchitecture
© 2012 Openbravo Inc Page 10
RetailSupply Chain Management
Supply Chain
Management
Procurement
Warehouse and DC
Management
Merchandise Distribution
PROCUREMENTKey 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 11
RetailSupply Chain ManagementWAREHOUSE AND DC MANAGEMENTKey functionality includes
• Warehouses and storage bins• Distribution Centers (DCs)• Stock products in multiple units• Restocking control• Physical inventory, Inventory planning, Continuous
inventory
Supply Chain
Management
Procurement
Warehouse and DC
Management
Merchandise Distribution
© 2012 Openbravo Inc Page 12
RetailSupply Chain ManagementMECHANDISE DISTRIBUTIONKey functionality includes
• Purchase orders• Goods receipts• Goods movements• Incoming shipment• Outgoing shipment• Product movements report• Goods transactions report
Supply Chain
Management
Procurement
Warehouse and DC
Management
Merchandise Distribution
© 2012 Openbravo Inc Page 13
RetailAgendaIntroductionMerchandise LifecycleSupply Chain ManagementMultichannelEnterprise ManagementRetail IntelligenceArchitecture
© 2012 Openbravo Inc Page 14
RetailMultichannel
Multichannel
Sales Order Manageme
nt
Customer Order
Management at POS
E-Commerce Order
Management
Payments Handling
Cash Operations
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 15
RetailMultichannelCUSTOMER ORDER MANAGEMENT AT POSKey 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
Multichannel
Sales Order Manageme
nt
Customer Order
Management at POS
E-Commerce Order
Management
Payments Handling
Cash Operations
© 2012 Openbravo Inc Page 16
RetailMultichannel
E-COMMERCE ORDER MANAGEMENTKey functionality includes
• Master data integration• Sales orders integration
(By using an E-Commerce integration module with third-party E-Commerce platforms)
Multichannel
Sales Order Manageme
nt
Customer Order
Management at POS
E-Commerce Order
Management
Payments Handling
Cash Operations
© 2012 Openbravo Inc Page 17
RetailMultichannel
PAYMENTS HANDLINGKey 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
Multichannel
Sales Order Manageme
nt
Customer Order
Management at POS
E-Commerce Order
Management
Payments Handling
Cash Operations
© 2012 Openbravo Inc Page 18
RetailMultichannelCASH MANAGEMENTKey functionality includes • Cash withdrawals or deposits• Cash movement reasons
Multichannel
Sales Order Manageme
nt
Customer Order
Management at POS
E-Commerce Order
Management
Payments Handling
Cash Operations
© 2012 Openbravo Inc Page 19
RetailMultichannelCASH UPKey functionality includes
• Step-by-step closing process• Pending ticket review• Count cash• Cash to keep• Post, print and close
Multichannel
Sales Order Manageme
nt
Customer Order
Management at POS
E-Commerce Order
Management
Payments Handling
Cash Operations
© 2012 Openbravo Inc Page 20
RetailAgendaIntroductionMerchandise LifecycleSupply Chain ManagementMultichannelEnterprise ManagementRetail IntelligenceArchitecture
© 2012 Openbravo Inc Page 21
RetailEnterprise ManagementORGANIZATIONAL STRUCTUREKey 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
Enterprise Manageme
nt
Organizational
Structure
Human Resources /
Staff Management
Financial Manageme
nt
Document Manageme
nt
E-Learning Support
Retail CRM
© 2012 Openbravo Inc Page 22
RetailEnterprise ManagementHUMAN RESOURCES / STAFF MANAGEMENTKey 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
Enterprise Manageme
nt
Organizational
Structure
Human Resources /
Staff Management
Financial Manageme
nt
Document Manageme
nt
E-Learning Support
Retail CRM
© 2012 Openbravo Inc Page 23
RetailEnterprise Management
Enterprise Manageme
nt
Organizational
Structure
Human Resources /
Staff Management
Financial Manageme
nt
Document Manageme
nt
E-Learning Support
Retail CRM
FINANCIAL MANAGEMENTKey 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 24
RetailEnterprise Management
Enterprise Manageme
nt
Organizational
Structure
Human Resources /
Staff Management
Financial Manageme
nt
Document Manageme
nt
E-Learning Support
Retail CRM
DOCUMENT MANAGEMENTKey functionality includes
• Files of any type may be attached to any transaction or entity
E-LEARNING SUPPORTKey functionality includes
• Use of HTML or URL widgets• Embedded application Help
© 2012 Openbravo Inc Page 25
RetailEnterprise Management
Enterprise Manageme
nt
Organizational
Structure
Human Resources /
Staff Management
Financial Manageme
nt
Document Manageme
nt
E-Learning Support
Retail CRM
RETAIL CRMKey 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 26
RetailAgendaIntroductionMerchandise LifecycleSupply Chain ManagementMultichannelEnterprise ManagementRetail IntelligenceArchitecture
© 2012 Openbravo Inc Page 27
RetailRetail Intelligence
Retail Intelligence
Dimensional Reports
Widgets
Grid
Integration with BI
Platforms
DIMENSIONAL REPORTSKey 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 28
RetailRetail Intelligence
Retail Intelligence
Dimensional Reports
Widgets
Grid
Integration with BI
Platforms
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 29
RetailRetail Intelligence
Retail Intelligence
Dimensional Reports
Widgets
Grid
Integration with BI
Platforms
GRIDAdvanced 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 30
RetailRetail Intelligence
Retail Intelligence
Dimensional Reports
Widgets
Grid
Integration with BI
Platforms
INTEGRATION WITH BI PLATFORMS
• Easy integration thanks to its interoperability capabilities• Web services layer• Process scheduler
© 2012 Openbravo Inc Page 31
RetailAgendaIntroductionMerchandise LifecycleSupply Chain ManagementMultichannelEnterprise ManagementRetail IntelligenceArchitecture
© 2012 Openbravo Inc Page 32
RetailArchitecture
Full retail chain management• Cash register management through
POS• Full store operations management• Merchandise Lifecycle Management• Supply Chain Management• Enterprise Management• E-Commerce Connectors
Benefits• Full functionality• Store autonomy is guaranteed• Real time data with no synch required• Simplified administration• Support for low cost hardware, tablets
and mobile devices
BackOffice Server
…
Store 1
E-Commerce platform
E-CommerceConnector
…
Store N
…
Store 2
© 2012 Openbravo Inc Page 33
RetailDeployment Options
On PremiseHostedIn the Cloud
Scalable single or multiple server architecture
Easy to maintain and update
© 2012 Openbravo Inc Page 34
Retail
Thanks!
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