Openbravo for retail presentation en(1)

© 2012 Openbravo Inc Page 1

Retail

Openbravofor

Retail

Product Presentation© 2012 Openbravo Inc.

All rights reserved.


RetailAgendaIntroductionMerchandise LifecycleSupply Chain ManagementMultichannelEnterprise ManagementRetail IntelligenceArchitecture


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


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.




RetailMerchandise Lifecycle


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


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


Item Management



RetailMerchandise LifecycleASSORTMENTS MANAGEMENTKey functionality includes

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

Management

Item Management





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


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



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





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


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


nt

Customer Order

Management at POS

E-Commerce Order

Management

Payments Handling

Cash Operations


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


nt

Customer Order

Management at POS

E-Commerce Order

Management

Payments Handling

Cash Operations


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


nt

Customer Order

Management at POS

E-Commerce Order

Management

Payments Handling

Cash Operations


RetailMultichannelCASH MANAGEMENTKey functionality includes • Cash withdrawals or deposits• Cash movement reasons

Multichannel


nt

Customer Order

Management at POS

E-Commerce Order

Management

Payments Handling

Cash Operations


RetailMultichannelCASH UPKey functionality includes

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

Multichannel


nt

Customer Order

Management at POS

E-Commerce Order

Management

Payments Handling

Cash Operations




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


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


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)



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



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




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



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



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



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




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


RetailDeployment Options

On PremiseHostedIn the Cloud

Scalable single or multiple server architecture

Easy to maintain and update


Retail

Thanks!

Openbravo for retail presentation en(1)

Business

key functionality

supply chain

enterprise

merchandise

retail intelligence

integration

store

retail