Commerce Platform Release RMP31 March 2014

Transcription

1 Commerce Platform Release RMP31 March 2014

2 Contents 1 Document History About Openbravo How to evaluate the Openbravo Commerce Platform? Introduction Welcome to the new consumer age The Openbravo Commerce Platform Functional Scope Merchandise management Item management Pricing Assortment management Supply chain management Procurement Warehouse management Merchandise distribution Multichannel management Customer order management at POS E-Commerce order management Sales order management in other channels Payments handling Cash operations at POS Enterprise management Organizational structure Human resources / Staff management Financial management Document management E-Learning support Customers Relationship Management (CRM) Retail Intelligence Embedded analytics Dimensional reports Query Widgets Grid Integration with BI platforms Technology Platform Overview User interface Reporting and embedded analytics Security Mobile Architecture Interoperability Process automation and BPM Modularity Model Driven Development (MDD) Openbravo March 2014 Release RMP31 Page 2 of 54

3 6.9 Development environment Scalability and deployment Openbravo March 2014 Release RMP31 Page 3 of 54

4 Screenshots Screenshot 1: Product image in a product card Screenshot 2: Product characteristics in a tablet Screenshot 3: Product catalog configuration Screenshot 4: Price list version Screenshot 5: Promotion set-up Screenshot 6: Discount approval in POS Screenshot 7: Assortment set-up Screenshot 8: Return to vendor Screenshot 9: Warehouse and bins set-up Screenshot 10: Physical inventory Screenshot 11: Browse Categories (included tax price) Screenshot 12: Not included tax price Screenshot 13: Search by product characteristics Screenshot 14: Discretionary discount example Screenshot 15: Pack Example Screenshot 16: Cross-store stock check Screenshot 17: Verified return Screenshot 18: Magento connector set-up window Screenshot 19: Sales Order Window Screenshot 20: Multiple tender types in a single ticket Screenshot 21: Paying with a Gift Card Screenshot 22: Gift Card and Voucher details Screenshot 23: Cash Management Window Screenshot 24: Use of denominations Screenshot 25: Cash Up (End of Day) process Screenshot 26: Organizational tree Screenshot 27: Employee Card Screenshot 28: Commissions Set Up Screenshot 29: Cash Flow Forecast report exported to Excel Screenshot 30: Multidimensional Profit and Loss Screenshot 31: Openbravo Workspace Screenshot 32: Customer card Screenshot 33: Embedded analytics example (1) Screenshot 34: Embedded analytics example (2) Screenshot 35: Sales Dimensional Report Screenshot 36: Best selling product Screenshot 37: Zoho widget in the Workspace Screenshot 38: Zoho widget as a menu entry Screenshot 39: Example of a Zoho Dashboard (not available out-of-the-box. Just an example of the Zoho integration possibilities) Screenshot 40: Grid Openbravo March 2014 Release RMP31 Page 4 of 54

5 Copyright Copyright 2014 Openbravo. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express written permission of Openbravo. The information contained herein may be changed without prior notice. Openbravo and the Openbravo logo are trademarks of Openbravo S.L.U. Names and distinctive signs of other parties are trademarks of their respective owners. For more information on our licensing, please consult Openbravo March 2014 Release RMP31 Page 5 of 54

6 1 Document History Version Date Comments RMP19 January 2013 RMP22 May 2013 RMP28 October 2013 RMP31 March About Openbravo Openbravo is the provider of the preferred Commerce and ERP Platform. A state-of-the-art Commerce solution for agile retailers and a broad horizontal ERP solution for any industry, both built on top of a flexible and easily extendible development platform that is web, mobile and cloud-ready, to power company ideas to build smart enterprise solutions. All solutions are exclusively distributed through Openbravo channel of global partners. With 3M+ downloads and 1,000s of organizations using Openbravo solutions every day, Openbravo is a world leader in the Open Source enterprise software space. Openbravo has offices in India, Mexico and Spain. Are you interested in becoming a partner or affiliate of Openbravo? Please fill out our partner form 1. Are you evaluating our products for use in your company and have questions? Please fill out our customer contact form 2. For general information about our company, or articles or other press related materials please contact: info@openbravo.com. And follow us in social media Openbravo March 2014 Release RMP31 Page 6 of 54

7 3 How to evaluate the Openbravo Commerce Platform? If you want to evaluate it, you can try it first by yourself in our online demo 4. If you want a deeper experience, it can be easily done through our free trial offer, an easy way to experience the full power and flexibility of our product first-hand with your own data. Start with your free trial by following an easy three steps process 5. Finally if you are evaluating the Openbravo Commerce Platform and need some guidance, contact us! Please, fill out our customer contact form 6 and we will contact you in the following days to help you continue your evaluation process Openbravo March 2014 Release RMP31 Page 7 of 54

8 4 Introduction 4.1 Welcome to the new consumer age Empowered consumers armed with multiple technologies and tools are disrupting retail and controlling brands. Buying behavior has dramatically changed and today the store is no longer the final stage in their buying journey. Consumers search online, ask for opinions in social media, go to the store to experience the product and very often return to online for the final purchase. Consumers demand better service and more personalized communications and offerings and expect a seamless shopping experience across all channels. This new reality is dominated by the cross-channel phenomenon, the use of mobile technologies and the fact that despite of the thread of e-commerce and m-commerce, physical stores still remain the main touch point. As a result most retailers are now struggling to adapt to this new reality and are asking themselves how to prepare the physical stores for the new role, progress in cross-channel for a seamless shopping experience, effectively adopt mobile technologies to improve operations, leverage prior investments with a future proof solution or develop differentiation strategies to stay competitive and achieve the expected growth. 4.2 The Openbravo Commerce Platform The Openbravo Commerce Platform provides agile retailers with an unmatchable combination of a state-of-the-art commerce solution developed on top of a flexible an easily extendible development platform that is web, mobile and cloud ready with broad horizontal ERP functionality embedded. It enables to manage a retail business from Sales and Customer Relationships to Operations and Finance through all channels. The Openbravo Commerce Platform is the best solution for agile retailers to succeed in the new consumer age, enabling them to: Be Future Store and provide an enjoyable customer experience in the physical stores Be Cross-channel and provide a seamless shopping experience across retail channels and Be Engaging and provide the right tools to gain loyalty from customers, motivate staff, and get committed partners Openbravo March 2014 Release RMP31 Page 8 of 54

9 5 Functional Scope Retailers will benefit from the Openbravo Commerce Platform by: Achieving real merchandise management agility Executing supply chain operations seamlessly Providing a seamless shopping experience across retail channels Gaining accurate enterprise management control Getting full visibility of the business performance with reporting and analytics Being ready for today and future retail market challenges with an easily extendible web, mobile and cloud ready development platform (described in the Technology Overview chapter) Following sections describe the solution scope. The described functionality can be part of the core system or provided as independent commercial modules. Openbravo March 2014 Release RMP31 Page 9 of 54

10 5.1 Merchandise management Item management A broad standard Product Management 7 functionality is available that enables to easily manage a huge number of product references. Key functionality Products and components Product categories 8 Product characteristics (including variants) 9 Products catalog 10 Barcodes Warehouse specific management definition for each product (management of stock, tracking ability) Product images Units of measure Multiple vendors for each product Costing rules (average, standard) Enable cross store for a product 11 Set a product to be used with a scale Product data load tool Screenshot 1: Product image in a product card Openbravo March 2014 Release RMP31 Page 10 of 54

11 Screenshot 2: Product characteristics in a tablet Screenshot 3: Product catalog configuration Pricing A comprehensive and flexible solution for managing the retailer pricing structure, both for retail and wholesale activities, supporting easy maintenance of end customer and transfer prices (general sales prices) for all sites (stores and distribution centers) and other operational units. Key functionality Price Lists functionality o Price with or without Tax included o Price list based on costs o Price lists 12 and price list versions (From and To validity dates) o Price list schemas, or templates used to automatically populate a new version of a price list o Base Price List which identifies the Base Price List used for calculating prices o Scaled pricing 13 Discounts and Promotions 14, showing multiple rules 15 : Openbravo March 2014 Release RMP31 Page 11 of 54

12 o o Automatic discounts! Fixed Percentage Discount! Buy X pay Y of same product! Buy X pay Y of different product! Buy X and get Y as gift! Packs (or product sets). List of products with a fixed price when they are all included in the ticket. A pack also works as a product in Openbravo POS, allowing selling a pack. When a pack is added new lines for each of the products within the pack are inserted in the ticket. Discretionary discounts (manually applied and secured by security settings)! User defined amount! User defined percentage! Discretionary fixed amount! Discretionary fixed percentage o Role based security for discretionary discounts 16 o Approvable discretionary discounts 17 Pricing data load tool Screenshot 4: Price list version Openbravo March 2014 Release RMP31 Page 12 of 54

13 Screenshot 5: Promotion set-up Screenshot 6: Discount approval in POS Assortment management The main goal of Assortment Management is to define assortments, and identify which articles are to be listed for which stores. Key Create and maintain assortments functionality 18 Clone an existing assortment 18 Openbravo March 2014 Release RMP31 Page 13 of 54

14 Classify products as Best Sellers Screenshot 7: Assortment set-up 5.2 Supply chain management Available functionality provides full control of the supply chain, with streamlined functionality to minimize acquisition costs and optimize collaboration with trading partners Procurement A comprehensive Procurement Management 19 functionality is available for a complete control of the procurement process. Key functionality Support for purchase planning, based on demand, keeping in mind minimum stock levels, goods receipts dates, and pending requests Support for purchase requisitions for centralized purchase management Procurement contracts and invoice plan 20 Vendor management Purchase lists management Purchase orders Returns to vendor Goods receipts Purchase invoices Suppliers data load tool Mobile procurement 21, which provides a mobile GUI to create purchase orders in a easy way using mobile devices Openbravo March 2014 Release RMP31 Page 14 of 54

15 Screenshot 8: Return to vendor Warehouse management The Warehouse Management 22 functionality allows the inventory to always be up to date and correctly valued. The ability to define the warehouse structure to unit level (storage bins) facilitates tracking the exact stock location at all times. Key functionality Creation and maintenance of warehouses and storage bins Stock products in multiple units (for example in kilograms and boxes) Restocking control Traceability configurable by product Physical inventory Stock reservations 23 Picking 24 with the capacity to create movements for goods shipments or for good movements between different warehouse locations Packing 25 with the capacity to group shipment documents by customer and address and to calculate the weight Stock data load tool Additional modules like: o Warehouse Transactions Management 26 which allows to specify which transactions are allowed in each warehouse o Mobile Warehouse Operations 27 including goods movements and picking lists Openbravo March 2014 Release RMP31 Page 15 of 54

16 Screenshot 9: Warehouse and bins set-up Screenshot 10: Physical inventory Merchandise distribution Retailers often have to distribute merchandise centrally among a large number of recipients, using a variety of methods. Merchandise can be delivered directly from the vendor to the recipient, from a DC to a recipient, or from the vendor to a distribution center and then to the recipient. Received merchandise can be either stored or distributed to other locations. By using the different purchasing or inventory transactions, retailers will be able to efficiently manage the required planning activities and the execution of all distribution tasks. Key functionality Purchase orders Goods receipts Goods movements Incoming shipment Outgoing shipment Product movements report Goods transactions report Openbravo March 2014 Release RMP31 Page 16 of 54

17 5.3 Multichannel management The Openbravo Commerce Platform provides a comprehensive functionality to manage multiple channels that helps to progress towards a true cross-channel support Customer order management at POS The Openbravo Commerce Platform provides a strong support for traditional brick-and-mortar selling process with a modern and powerful web and mobile point of sale that lets retailers enjoy the same functionality from any device. Key functionality Multisession support 28 Offline capabilities: o Offline login 29 o Online and offline operations 30. In the unlikely event of a connection failure with the Backoffice, sales and payments can continue. As soon as the connection is restored, the locally stored sales data is synchronized instantly Scanning, Browsing and Searching o Browse categories 31 o Search for products (with auto-completion or instant search) 32 o Barcode scanning 33 Customer management and assigning to a ticket (including New Customer Creation) 34 Assign sales associate to the ticket Park and select pending tickets 35 Discounts and Promotions Cross store stock and stock validation 36 Editing properties o Ticket properties (Description, Print, , Invoice and To be Returned) 37 o Line properties like description 38, quantity Viewing and printing paid tickets 39 Tax and payments breakdown Printed ticket templates for each store Other ticket actions (each of them can be controlled by security settings 40 ): o o o Invoice a ticket 42 Quotations 43 Devices 44 : Print ticket while editing Returns 41 with or without original ticket o Mobile ready, to be used with tablet or Smartphone devices o Support for multiple POS devices: printer, customer display, touch screen, scale, barcode scanner o Universal scales connector Openbravo March 2014 Release RMP31 Page 17 of 54

18 Most of these functionalities can be secured through security settings 46. Screenshot 11: Browse Categories (included tax price) Openbravo March 2014 Release RMP31 Page 18 of 54

19 Screenshot 12: Not included tax price Screenshot 13: Search by product characteristics Openbravo March 2014 Release RMP31 Page 19 of 54

20 Screenshot 14: Discretionary discount example Screenshot 15: Pack Example Openbravo March 2014 Release RMP31 Page 20 of 54

21 Screenshot 16: Cross-store stock check Screenshot 17: Verified return E-Commerce order management Openbravo Commerce Platform supports E-Commerce sales by directly integrating to existing best in class E-Commerce platforms of your choice thanks to its powerful interoperability capabilities. Openbravo March 2014 Release RMP31 Page 21 of 54

22 Screenshot 18: Magento connector set-up window Key functionality Master data integration (Customers, Products, Prices) Sales orders integration Additional modules like: o Magento integration Sales order management in other channels Broad sales management functionality to manage sales orders in other channels like a Call Center, both for B2C and B2B, based in the available standard Sales Management 48 functionality. Key functionality Customer management Customer discounts Quotations management 49 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 Discounts and Promotions Customer blocking Customers data load tool Additional modules like: Openbravo March 2014 Release RMP31 Page 22 of 54

23 o Intercompany 50 allows retailers to easily manage internal sales between organizational units: o Consignment Sales 51 adds fully integrated consignment sales functionality o Freight management 52 o Carrier integration 53 Screenshot 19: Sales Order Window Payments handling Openbravo POS and the Backoffice provide a complete functionality for managing payments POS payments Key functionality Payment methods set up for each POS terminal 54 Credit card payments (integration with external payment gateways) Multiple payment methods in one ticket Multi-currency payments 55 and multi-currency change returns Overpayments Openbravo March 2014 Release RMP31 Page 23 of 54

24 Credit sales 57 Configurable coins/banknotes panel 58 Pay with Gift cards and Gift Vouchers 59 Layaways 60 Pay using percentage 61 Pay several tickets at once Credit card payments Credit card payments are managed in conjunction with external PCI (Payment Card Industry 63 ) compliant multifunctional payment terminals, and payment gateways. Different card types or transactions (like credit, debit, Chip&Pin) can be supported depending on the terminal type and payment processor. Integration with the desired terminals or payment gateway will typically be needed. Note that card payments must be processed online. The PCI defines a payment application 64 as anything that stores, processes, or transmits card data electronically. Openbravo for Retail solution has isolated the card data to the external device and the authorization network. While the card data is acquired, processed, transmitted and stored by the PCI validated hardware and middleware, Openbravo POS application only handles the type of transaction and its amount. This approach means the Openbravo POS is not a payment application as defined by PCI. For implementations that integrate an E-Commerce platform, payments are typically managed directly by the E-Commerce platform payment component. Screenshot 20: Multiple tender types in a single ticket Application Openbravo March 2014 Release RMP31 Page 24 of 54

25 Screenshot 21: Paying with a Gift Card Screenshot 22: Gift Card and Voucher details Backoffice payments Openbravo simplifies and automates the business processes around the management of financial accounts, from the receipt and issue of payment, to the reconciliation of those events with bank statements. It is a complete payment management system that provides an enhanced user experience, and fully automates and audits all payment and reconciliation processes. Key Extensible payment methods functionality 65 Extensible matching algorithms Bank file formats Payment plan Payment execution Mass payments Automated reconciliation Payment report Cash Flow Forecast Report 65 Openbravo March 2014 Release RMP31 Page 25 of 54

26 5.3.5 Cash operations at POS Cash management 66 The Openbravo POS user interface provides complete, easy to use functionality for managing cash movements in the store, covering different situations like small payments (petty cash disbursements), money retirement in a shift change, add change to the drawer, etc. Key functionality Cash withdrawals or deposits set up per terminal type Cash movement reasons Cash management events 67 Print Cash Management report (printed or not by set up) 68 Screenshot 23: Cash Management Window Cash Up 69 By using the Openbravo POS user interface, Openbravo for Retail provides complete support for cashing up. Cash Up can only be processed online. Key functionality Step-by-step closing process o Pending ticket review. At the end of the day you will often find open tickets that were either paid without registering the payment Openbravo March 2014 Release RMP31 Page 26 of 54

27 (Quick Cash) or the customer simply walked away. The POS GUI gives the user a fast way of closing or voiding these tickets. o Count cash, with the ability to register the amount difference, when the expected and real amount in cash is not the same. A specific G/L Item can be set up at POS Terminal Type level in order to register these differences o Cash to keep, with the ability to decide how the amount corresponding to each payment method will be moved to the financial accounts o Post, print and close, which prints the cash up ticket and initiates the process in the back office. Cash Up report can be printed or not by default 70. It is also possible to set-up whether one single invoice or one invoice per ticket will be created in the backoffice 71 Cash-up history 72 per terminal, with the ability to see all executed cashups, navigate to their reconciled movements and print the corresponding cash-up report Screenshot 24: Use of denominations Openbravo March 2014 Release RMP31 Page 27 of 54

28 Screenshot 25: Cash Up (End of Day) process 5.4 Enterprise management Organizational structure Any retail business needs to plan its organizational structure in a way that maximizes efficiency and profitability. No matter how large or small the operation, whether it is a major department store or single-unit boutique, each company must be structured in such a way that best serves its needs and makes the business a success. Solution includes sophisticated platform level support that enables retailers to hierarchically model organizations of high complexity, based on the standard Enterprise Model 73. The easy to use interface allows you to create new nodes (organizations), which serve as the basis of the security model as well as the reporting model--with organization level summary reporting and advanced drill down capabilities. In addition, brick-and-mortar retailers will be able to set up POS Terminal Types and POS Terminals. Key functionality 74 Different organization types (with or without accounting ), chart of accounts assignation, document types Store or Store Group setup. A Store Group can represent a sales region, geographic zone, or whatever makes sense for your organization o Store-Warehouse setup & rules (on-hand warehouses and priorities) o Pricing configuration 75, with the following rules: o! If a Price List has been assigned to a store, any product sold in this store will take the price from the store level price list.! If the store does not have an assigned price list, the price will be inherited from the nearest parent element (store group) in the organizational structure. Assortment configuration, with the following rules: 73 wiki.openbravo.com/wiki/general_setup#enterprise_model Openbravo March 2014 Release RMP31 Page 28 of 54

29 ! If a store has an assigned product list, it can only trade with products defined inside the product list.! If the store does not have an assigned product list, the product list will be inherited from the nearest parent element (store group) in the organizational structure. o Default anonymous customer for no-named sales o Default customer configuration for new customer creation in POS POS Terminal Type setup 76 : o Used documents for sales, returns, quotations and reconciliation (when cashing up) o Supported payment methods, including detailed configuration for: o! Cash Up options - ability to set up how the paid amount will be moved to the financial accounts, either moving the complete amount, always leaving a fixed amount or introducing a variable amount when cashing up! Cash Management options - ability to set up if cash drops or deposits are allowed, and tracking of cash differences Master data refresh policy 77 (total or incremental) POS Terminal setup 78 : o o o o Terminal Type Document prefix used Ticket printer and scale information (associated URLs for the corresponding device) Accepted payment types Screenshot 26: Organizational tree Openbravo March 2014 Release RMP31 Page 29 of 54

30 5.4.2 Human resources / Staff management Openbravo Commerce Platform fully integrates the basic functionality needed to manage human resources at the retail store and corporate levels. The easy to use and highly productive user interface helps to minimize the impact of the typical work environment (open long hours, peak sales periods, emphasis on cost control) and work force realities (part-time, diverse backgrounds) that generally make Human Resource Management in Retail a challenge. Key Basic employees information functionality 79 Track sales agent performance Set up, calculate and payment of sales commissions 80 (based on orders or invoices, based on margins or net amount, based on all documents or fully paid documents, cascade) Easy integration with external attendance systems or payroll systems for computing hours and labor costs at the head office Additional modules like: o Human Resources Management 81 Screenshot 27: Employee Card Openbravo March 2014 Release RMP31 Page 30 of 54

31 Screenshot 28: Commissions Set Up Financial management The financial management and accounting functionalities provided by the available standard Financial Management 82, are designed to minimize manual or redundant data input, thereby freeing users from tedious, routine tasks and allowing greater focus on other, more value added tasks. This increase in productivity is due to the financial system acting as automated collector of all the relevant transactions generated from the other operational departments. This occurs in such a way that these activities are automatically reflected in the general accounting, and in the accounts receivable and accounts payable, as soon as they occur. Openbravo s unique multi-schema accounting allows each activity to be reflected financially in different ways, allowing multinational retailers to automate financial data collection to support both local and corporate reporting to easily meet diverse management, financial and regulatory compliance needs. Key functionality Accounting o Chart of Accounts o Real-time evaluation of and reporting on current accounting data o Fiscal calendar with 13 th period o Period End Close Financial Accounting o Balance and Profit & Loss o Deferred revenue and expenses 83 o Multidimensional financial statements Managerial Accounting Openbravo March 2014 Release RMP31 Page 31 of 54

32 o Accounting dimensions 86 : operational, financial, analytical o Product Costing 87 Accounts payable and receivable (already explained in the Payments section but again here applicable for all those payments and collections not directly related to the store sales) Assets management o Hierarchy o Purchase o Asset card creation o Asset depreciation plan execution and posting o Disposal o Depreciation Financial Budget management o Structure creation and initial import o Follow-up o Export/Import Internationalization support o Support for multi-currency (exchange rates set-up, secured option for changing the exchange rate on a document basis) o Support for multi-schema accounting, which enables the same transaction to be accounted in different rules, different charts of accounts, in different base currencies and with a different accounting calendar o Support for international bank account numbers o Support for multiple languages, defined at user level Screenshot 29: Cash Flow Forecast report exported to Excel Openbravo March 2014 Release RMP31 Page 32 of 54

33 Screenshot 30: Multidimensional Profit and Loss Document management Standard capabilities of the technology platform to support flexible, in context document management. It is possible to attach multiple documents to any transaction, providing a fully integrated source of truth that completely models all business activities. Key functionality Files of any type may be attached to any transaction or entity Additional modules like: o Enterprise Content Management 88, for the creation of document libraries and documents search E-Learning support Based on the powerful technology platform capabilities, Openbravo Commerce Platform provides retailers a powerful tool for training store staff for their daily work. This is especially important in an industry like Retail with a high number of part time employees, contracted during peak sales periods, or just due to the traditional turnover rate Openbravo March 2014 Release RMP31 Page 33 of 54

34 Key functionality Use of HTML or URL widgets Embedded application Help Additional modules like: o FAQ Management 89, used in order to define a set of preconfigured questions with their answers, which are then available from a widget. Examples of this could be a detailed explanation about how to take a physical inventory, how to do a return, etc. In addition, each Question can be marked as a Must Read By using widgets, it is possible to easily embed targeted training content directly in the role-based Openbravo workspace. For example see below a workspace screenshot with a widget called Getting Started, which lets user to navigate to different contents. Screenshot 31: Openbravo Workspace Customers Relationship Management (CRM) Openbravo Commerce Platform provides a complete set of Customer Relationship Management (CRM) functionalities. Key functionality Customer information, including contact persons, addresses, payment terms, account balance, credit information, notes, and more Customer classification based on Categories Customer ordering history, with detailed information about dates, prices and quantities Customer statement Openbravo March 2014 Release RMP31 Page 34 of 54

35 Additional modules like: o SugarCRM integration 91 o CRM Module 92 Screenshot 32: Customer card Openbravo March 2014 Release RMP31 Page 35 of 54

36 5.5 Retail Intelligence Openbravo Commerce Platform uses and extends the standard Openbravo Technology Platform reporting capabilities to provide a high visibility into business performance Embedded analytics Powerful embedded analytics that allows creating analytical cubes and reporting in a very flexible way. Screenshot 33: Embedded analytics example (1) Openbravo March 2014 Release RMP31 Page 36 of 54

37 Screenshot 34: Embedded analytics example (2) Dimensional reports A significant number of reports in Openbravo are multidimensional, which means that the user can select which type of information to include into the report, how to group and sort it, and how to filter it. Additionally, comparative analyses can be made (with variations percentage), by combining in one report information from different periods. Common dimensional report primary filters include: Dates: enter a Date From and Date To to be used while retrieving the data. Amounts: enter a range of amounts to be used while retrieving total amounts. Note that amounts displayed in the reports are usually net amounts. Comparative Report: select it in case you need to get a comparative report between two different time periods. Secondary Filters section normally includes Organization, Business Partner / Product Group fields, multiple selector of Business Partner and Product, and various report-specific fields. Key reports include: Sales dimensional report Shipments dimensional report Invoice dimensional report Purchase order dimensional report Goods receipts dimensional report Purchase invoice dimensional report Openbravo March 2014 Release RMP31 Page 37 of 54

38 Screenshot 35: Sales Dimensional Report Query Widgets Widgets are user interface elements, which can be placed either in a users' Workspace, in a generated or manual window. They can be used to display a wide range of different information, ranging from static content, to dynamic data in list form, custom html content, or complete external URL's. Screenshot 36: Best selling product Available widgets like best selling stores, products, product categories, sales agents or customers amongst others. Key Input parameters Openbravo March 2014 Release RMP31 Page 38 of 54

39 functionality Column filtering, ordering and sorting Export to spreadsheet Widget visibility per user or role Embedded in the workspace or as a transaction field Additional modules like: o Zoho integration 93. Openbravo integrates with Zoho Reports 94, for user-friendly graphical business intelligence reports and dashboards. Screenshot 37: Zoho widget in the Workspace Openbravo March 2014 Release RMP31 Page 39 of 54

40 Screenshot 38: Zoho widget as a menu entry Openbravo March 2014 Release RMP31 Page 40 of 54

41 Screenshot 39: Example of a Zoho Dashboard (not available out-of-the-box. Just an example of the Zoho integration possibilities) Grid The grid view functions as the base view, and often as the starting point to filtering and drilling down. The user can open a record in form view on top of the grid. The Openbravo grids let you browse, select, filter and organize high volumes of data with ease. Openbravo March 2014 Release RMP31 Page 41 of 54

42 Advanced grid functionalities include 95 Column filters o Regular column filters: These are fields that are empty by default but once you start typing the first characters of a search term, the grid will be filtered in real-time. o Date column filters: Clicking it will launch a dialog where you can set a relative date range, for example 8 days ago till today. o Dropdown column filters: Filters that contain a limited set of values. Just open the dropdown and select a value. One of the values is always "blank" in case you do not want to filter the column. 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 Computed fields (fields that are not backed by a physical column but by a property path) Canvas fields (Ability to define fields that are not backed by a physical column but by a javascript expression that is computed in the front-end) Grouping and Summary functions Screenshot 40: Grid 95 Openbravo March 2014 Release RMP31 Page 42 of 54

43 5.5.5 Integration with BI platforms By using its intuitive, fully documented database and advanced interoperability capabilities, Openbravo for Retail may be easily integrated with external BI platforms, like Pentaho and many others, in order to cover advanced reporting and analysis requirements. Openbravo March 2014 Release RMP31 Page 43 of 54

44 6 Technology Platform Overview Openbravo Commerce Platform leverages standard Openbravo Platform capabilities to provide the required flexibility and agility that help retailers succeed in today s highly demanding retail market: The Openbravo Platform is a flexible an easily extendible mobile and modular development platform that helps companies to adapt for competitiveness while keeping full control thanks for being open source: Increase staff productivity with a modern web user interface Improve decision making and visibility into business performance with advanced reporting and embedded analytics Adapt to your security policies with a highly flexible security model Embrace mobility to improve operations and achieve higher business agility thanks to a powerful mobile architecture Leverage prior IT investments with an easy to integrate platform Reduce manual work and increase data quality with process automation tools and BPM support Adopt an easy to extend and maintain fully modular platform Increase development productivity with Model Driven Development (MDD) and a high performing development environment Gain endless platform scalability and deployment flexibility Openbravo March 2014 Release RMP31 Page 44 of 54

45 6.1 User interface Quick Menus Quickly launch new documents or swap between existing documents. By simply entering the first couple of letters of the name of the document type, you will be offered suggestions for the type of document you are looking for. User Preferences Give end users the flexibility to easily manage their preferences such as role, organization, warehouse or language they want to work with and set their default session options or a new password if required. Multitasking Enable end users to increase productivity by working simultaneously with multiple transactions or documents on different tabs. Is it the case that you have started to register a new sales order and you notice after entering some data that your customer is not created? Navigate directly from the customer field to the customer form in a new tab, create your customer and use it in your sales document. Notes and Attachments Reliably track exception transactions in context with Facebook-style notes that can be associated with any object in the data model. Continuous traceability, and no more lost s or excuses! Employees will easily share complementary documentation that can be attached to a particular record like Sales Order, Goods Shipment, Client Invoices etc. and can be easily downloaded from the same record by other people. Openbravo March 2014 Release RMP31 Page 45 of 54

46 Personalizable Workspace and Widgets Enjoy an easily customizable portal-style home page from which users can directly access all recently visited windows and documents, and administer the available widgets. Widgets 96 are user interface elements that can be either placed in any users' workspace tab or be part of a generated window. They can be used to display a wide range of different information ranging from static content, dynamic database data in list form, custom html content, or complete external URL's. Spreadsheet-style Familiarity Conduct order taking and execution of other time-critical tasks with an editable spreadsheetstyle grid that's familiar and fast to learn for users. Enjoy advanced grid functionality 97 like column sorting, sizing and freezing, records grouping, add formula and summary columns or exporting grid content to an spreadsheet. Toolbar and Status Bar Intuitive action and process buttons in the tool and status bars facilitate user execution of common tasks like records navigation, form maximization, document saving, CSV export, document printing, document processing Summarized information with a user-defined set of read-only attributes provides clear information about the document status. Forms Personalization Openbravo breaks the rigidity of traditional ERPs with a flexible user interface that enable end-users to personalize form layouts without technical assistance. Form layouts can be adapted to your needs, and make changes as required over time. You can easily change the order and visibility of fields, assign fields to the status bar of the form, or assign fields to existing field groups. In addition you can adjust the colspan or rowspan, define if a field should be placed on a new row or set the field that will get the first focus. In short, personalization taken to the next level! Openbravo March 2014 Release RMP31 Page 46 of 54

47 Views Views store grid and form settings, column filters and even the entire layout of the screen, for example the position of the splitter bar between the header and lines. So, imagine that you have rearranged your grid and it is perfectly adapted to one of your specific tasks. You may even have added some column filters, for example you only want to see invoices that are more than 21 days overdue for one unit in your company. You can easily save this view in one go by giving it a name of your choice. Now when you need to work on another task that needs other filters and grid or form settings, you can retrieve this view later. User Messages and Keyboard Shortcuts User Messages inform or warn the user about certain occurrences in the application. Full hotkey support empowers users to perform repetitive tasks in an optimized way without a need to move their hands away from the keyboard. Multi-language Gain agility for your international operations with a full multi-language capability. Translation modules can be installed to enable you to use the system in different languages. Multiple languages can be installed to let users select their working language. Openbravo March 2014 Release RMP31 Page 47 of 54

48 6.2 Reporting and embedded analytics Embedded Analytics Achieve higher business agility with very powerful embedded analytics that help to empower staff and make more informed decisions. Build your OLAP cubes (Mondrian 98 database) through the Application Dictionary and create your analytical reports. Manage dimensions, multiple graphs representation and export data easily (Saiku 99 embedded). Reporting Leverage existing list of available reports in all areas that can be easily extended to adapt to your reporting requirements (ireport 100 integration) and gain flexibility to build your own reports. Query Widgets Query widgets let you read information from the database (or another data source) and display the result to the user. A widget can be included in the user workspace or in any form as a field. Users will be able to directly navigate to related information from each row, easily filter, sort or hide columns and export rows to CSV for a deeper analysis Openbravo March 2014 Release RMP31 Page 48 of 54