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  • 1. Openbravo for RetailJuly 2012 v1.0
  • 2. Openbravo for RetailContents1 Introduction .................................................................................................................................... 52 Business Footprint ......................................................................................................................... 8 2.1 Merchandise Lifecycle ......................................................................................................... 8 2.1.1 Item Management ........................................................................................................... 8 2.1.2 Pricing ............................................................................................................................. 9 2.1.3 Assortment Management .............................................................................................. 10 2.2 Supply Chain Management ............................................................................................... 11 2.2.1 Procurement ................................................................................................................. 11 2.2.2 Warehouse and DC Management ................................................................................ 12 2.2.3 Merchandise Distribution .............................................................................................. 12 2.3 Multichannel ...................................................................................................................... 13 2.3.1 Sales Order Management (Wholesale Function) ......................................................... 13 2.3.2 Customer Order Management at POS ......................................................................... 14 2.3.3 E-Commerce Order Management ................................................................................ 16 2.3.4 In-Store Merchandise and Inventory Management ...................................................... 16 2.3.5 Payments Handling ....................................................................................................... 17 2.3.6 Cash Operations ........................................................................................................... 19 2.4 Enterprise Management .................................................................................................... 20 2.4.1 Organizational structure ................................................................................................ 20 2.4.2 Human Resources / Staff Management........................................................................ 21 2.4.3 Financial Management.................................................................................................. 23 2.4.4 Document Management................................................................................................ 24 2.4.5 E-Learning Support ....................................................................................................... 25 2.4.6 Retail CRM .................................................................................................................... 26 2.5 Retail Intelligence .............................................................................................................. 28 2.5.1 Dimensional Reports..................................................................................................... 28 2.5.2 Widgets ......................................................................................................................... 29 2.5.3 Grid ............................................................................................................................... 31 2.5.4 Integration with BI platforms ......................................................................................... 32© Openbravo July 2012 Page 2 of 32
  • 3. Openbravo for RetailScreenshotsScreenshot 1: Back office login window ............................................................................................... 5Screenshot 2: Web Point of Sale (POS) login window ......................................................................... 5Screenshot 3: Product window ............................................................................................................. 8Screenshot 4: Price List Window .......................................................................................................... 9Screenshot 5: Product card with Price Information ............................................................................ 10Screenshot 6: Product List (Assortment) window ............................................................................... 11Screenshot 7: Sales Order Window ................................................................................................... 14Screenshot 8: Browse Categories ...................................................................................................... 15Screenshot 9: POS Terminal Type window ........................................................................................ 16Screenshot 10 : Card payment example ............................................................................................ 18Screenshot 11: Ticket payment .......................................................................................................... 18Screenshot 12 : Cash Management Window ..................................................................................... 19Screenshot 13: Cash Up (End of Day) process ................................................................................. 20Screenshot 14: Organization window (form view) .............................................................................. 21Screenshot 15 : Employee Card......................................................................................................... 22Screenshot 16: Commissions Set Up ................................................................................................. 22Screenshot 17: Cash Flow Forecast report exported to Excel ........................................................... 24Screenshot 18 : Store P&L ................................................................................................................. 24Screenshot 19: File attachment .......................................................................................................... 25Screenshot 20: Openbravo Workspace ............................................................................................. 26Screenshot 21: Customer card ........................................................................................................... 27Screenshot 22: Customer History (Orders, Shipments, Invoices) ...................................................... 27Screenshot 23: Sales Dimensional Report ......................................................................................... 29Screenshot 24: Zoho widget in the Workspace .................................................................................. 30Screenshot 25: Zoho widget as a menu entry .................................................................................... 30Screenshot 26: Grid example ............................................................................................................. 31© Openbravo July 2012 Page 3 of 32
  • 4. Openbravo for RetailCopyright© Copyright 2012 Openbravo. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose withoutthe express written permission of Openbravo. The information contained herein may be changedwithout prior notice.Openbravo and the openbravo logo are trademarks of Openbravo S.L.U. Names and distinctivesigns of other parties are trademarks of their respective owners. For more information on ourlicensing, please consult http://www.openbravo.com/legal/license.html Notes, tips or hints Complementary functionality provided by additional modules developed by Openbravo or Openbravo accredited partners© Openbravo July 2012 Page 4 of 32
  • 5. Openbravo for Retail1 IntroductionOpenbravo for Retail is a a multi-channel retail management system, for managing an entire Retailbusiness, from Sales and Customer Relationships to Financials and Operations, acrossdifferent channels.The complete solution includes fully integrated POS functionality, implemented as a web option thatworks 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, andcan be easily tailored and extended using industry standard open source tools. Screenshot 1: Back office login window Screenshot 2: Web Point of Sale (POS) login window© Openbravo July 2012 Page 5 of 32
  • 6. Openbravo for RetailBuilt over the powerful 100% web based, open source Openbravo 3 platform, Openbravo for Retailprovides a best-in-class user experience, with key end user oriented features like alerts, direct urllinks, notes, attachments, etc. that enhance individual productivity and boost team work andcollaboration. Detailed information about the user interface capabilities may be found here:http://wiki.openbravo.com/wiki/User_Interface_Introduction. Openbravo 3 Platform  Fully web based  Highly productive user interface  Modular  Fully interoperable Retail Analytics  Dashboards  Query & Reporting  Spreadsheet-like information searching and filtering Business Footprint  Merchandise Lifecycle Management  Supply Chain Management  Multichannel  Enterprise Management Picture 1: Openbravo for Retail ScopeThanks to its breadth and robust platform, Openbravo for Retail can help any kind of retailerleverage IT to drive better business results:  Brick-and-mortar retailers, seeking a modern retail solution to improve operations and customer experience, while also providing support for opening the web channel  E-Commerce retailers, seeking a back office solution to improve their logistic and financial processes  Franchisors, seeking a scalable solution with a clear cost model for their current or new franchisees and owned stores, to increase their network performance and reduce time-to- market when adding and opening new stores  Retailers seeking a solution to support international operations, with multi-language and multi-accounting schema capabilities© Openbravo July 2012 Page 6 of 32
  • 7. Openbravo for RetailThe Openbravo for Retail solution provides benefits for the whole organization. Just find yours! Picture 2: Global Benefits© Openbravo July 2012 Page 7 of 32
  • 8. Openbravo for Retail2 Business Footprint2.1 Merchandise Lifecycle2.1.1 Item ManagementOpenbravo for Retail uses and expands the standard Openbravo 3 Product Managementfunctionality.More information about the standard Openbravo 3 functionality may be found here:http://wiki.openbravo.com/wiki/Product.Key functionality includes:  Products and components  Product categories  Barcodes  Product details include product types (item, service, cost), with specialized management for each. Warehouse specific management definition for each product (management of stock, tracking ability), product images.  Measurement units, conversion between units, variable weight units.  Multiple vendors for each product  Product data load tool Screenshot 3: Product window© Openbravo July 2012 Page 8 of 32
  • 9. Openbravo for Retail2.1.2 PricingOpenbravo for Retail provides a complete and flexible solution for managing the retailer pricingstructure, both for retail and wholesale, supporting easy maintenance of end customer and transferprices (general sales prices) for all sites (stores and distribution centers) and other operational units.Openbravo for Retail extends the standard Openbravo 3 pricing functionality.More Information about the standard Openbravo 3 pricing functionality may be found here:http://wiki.openbravo.com/wiki/Price_List.Key functionality includes:  Price lists and price list versions (From and To validity dates)  Price list schemas, or templates used to automatically populate a new version of a price list  Base Price List which identifies the Base Price List used for calculating prices  Site price lists, assigned at single store level or at store group level  Price list report  Retail price list with Tax included  Pricing data load tool Screenshot 4: Price List Window2.1.2.1 RetailA separate price list may be established for each Retail Organization unit.The following precedence rules are observed:1. 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.© Openbravo July 2012 Page 9 of 32
  • 10. Openbravo for Retail2. 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. Screenshot 5: Product card with Price Information2.1.2.2 WholesaleThe standard Price List management functionality can be used for creating the wholesale pricing.2.1.3 Assortment ManagementThe main goal of Assortment Management is to define assortments, and identify which articles are tobe listed for which stores. The variety (breadth) is the number of different merchandising categorieswithin a store or department. The assortment (depth) is the number of SKUs within a category. Theproduct availability defines the percentage of demand for a particular SKU that is satisfied.Key functionality includes:  Create Product Lists  Clone a Product List  Assign Product List to a Retail Organization node: o If a store has an assigned product list, it can only trade with products defined inside the product list. o 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.© Openbravo July 2012 Page 10 of 32
  • 11. Openbravo for Retail Screenshot 6: Product List (Assortment) window2.2 Supply Chain ManagementOpenbravo for Retail provides full control of the supply chain, with streamlined functionality tominimize acquisition costs and optimize collaboration with trading partners.2.2.1 ProcurementOpenbravo for Retail provides a complete procurement functionality based on the standardOpenbravo 3 Procurement Management capabilities.Key functionality includes:  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  Vendor management  Purchase lists management  Purchase orders  Returns to vendor  Goods receipts  Purchase invoices  Detailed reporting and order history for rebate management  Invoice verificationInformation about the standard Openbravo 3 supply chain functionality may be found here:http://wiki.openbravo.com/wiki/Procurement_Management.© Openbravo July 2012 Page 11 of 32
  • 12. Openbravo for Retail2.2.2 Warehouse and DC ManagementThe warehouse management processes built into Openbravo for Retail allow the inventory to alwaysbe up to date and correctly valued. The ability to definine the warehouse structure to unit level(storage bins) facilitates tracking the exact stock location at all times.Key functionality includes:  Warehouses and storage bins (multiple warehouse use available)  Distribution Centers (DCs). A DC refers to a warehouse that is supplied by vendors, that stores the merchandise and then prepares it to be shipped to customers or stores  Stock products in multiple units (for example in kilograms and boxes)  Restocking control  Traceability configurable by product  Physical inventory, Inventory planning, Continuous inventory  Stock data load tool  Cross store stock inquiryMore information about the standard Openbravo 3 Warehouse Management functionality may befound here:http://wiki.openbravo.com/wiki/Warehouse_Management. The Warehouse Transactions Management module allows you to specify which transactions are allowed in each warehouse. See details here: http://www.openbravo.com/product/exchange/modules/warehouse-transactions- management/2.2.3 Merchandise DistributionRetailers often have to distribute merchandise centrally among a large number of recipients, using avariety of methods. Merchandise can be delivered directly from the vendor to the recipient, from aDC to a recipient, or from the vendor to a distribution center and then to the recipient.Depending on the merchandise type or during special time periods, a retailer may use push or pullmethods to plan merchandise distribution and then trigger and execute distribution in the distributioncenter. Regardless of the type of planning, merchandise can either be placed into stock or passedthrough the DC (typically by using methods like cross-docking or flow-through).By using the different purchasing or inventory document transactions, Openbravo for Retail letsretailers efficiently manage the required planning and processing distribution activities.Key functionality includes:  Purchase orders  Goods receipts  Goods movements  Incoming shipment  Outgoing shipment© Openbravo July 2012 Page 12 of 32
  • 13. Openbravo for Retail  Product movements report  Goods transactions report2.3 Multichannel2.3.1 Sales Order Management (Wholesale Function)Openbravo for Retail allows retailers to operate as Wholesalers, by providing complete functionalityin order to manage sales orders, goods shipments and sales invoices.More information about the standard Openbravo 3 Sales Order Management functionality may befound here: http://wiki.openbravo.com/wiki/Sales_Management.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 The Intercompany Module allows retailers to easily manage internal sales between organizational units: http://www.openbravo.com/product/exchange/modules/intercompany-documents/ The Consignment Sales module adds fully integrated consignment sales functionality: http://www.openbravo.com/product/exchange/modules/consignment-sales-management/© Openbravo July 2012 Page 13 of 32
  • 14. Openbravo for Retail Screenshot 7: Sales Order Window2.3.2 Customer Order Management at POSOpenbravo for Retail provides complete support for the traditional brick-and-mortar sellling process.Based on the assortments and pricing set-up, each store and POS will have available a set ofproducts with their corresponding prices.Key functionality includes:  Online and offline capabilities. In the unlikely event of internet connection failure, sales and payments can continue. As soon as the connection is restored, the locally stored sales data is synchronized instantly  Browse categories  Search for products  Barcode scanning  Ticket line edit operations (with Undo option)  Customer assignment  Ticket template set up  Ticket printing  More than 1 ticket at a time (parked tickets)  Manual discounts  Price overrides  Returns  Invoicing  Support for multiple POS devices: printer, customer display, touch screen, scale, barcode scanner  POS Terminal Type setup: o Used documents for sales, returns and reconciliation (when cashing up)© Openbravo July 2012 Page 14 of 32
  • 15. Openbravo for Retail o Supported payment methods, including detailed configuration for: o Cash Up options - ability to set up how the payed 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 o Cash Management options - ability to set up if cash drops or deposits are allowed, and tracking of cash differences  POS Terminal setup: o Terminal Type o Document prefix used o Ticket printer and scale information (associated URLs for the corresponding device) o Accepted payment types Processes other than Sales, like Cash Up for example (explained in another section), require connectivity with the central server. Screenshot 8: Browse Categories© Openbravo July 2012 Page 15 of 32
  • 16. Openbravo for Retail Screenshot 9: POS Terminal Type window2.3.3 E-Commerce Order ManagementOpenbravo for Retail supports E-Commerce sales by directly integrating to existing best in class E-Commerce platforms, or by easily facilitating such integration via its web service basedinteroperability capabilities.Key functionality includes:  Master data integration  Sales orders integration One example of an off the shelf E-Commerce integration is the Magento integration module: http://www.openbravo.com/product/exchange/modules/cleardrop-magento- connector/2.3.4 In-Store Merchandise and Inventory ManagementOpenbravo for Retail enables Stores to perform all needed processes related to Merchandise andInventory Management, including procurement, goods movement and sales postings, which can beexecuted by employees directly in the store.As a complete Retail solution, Openbravo for Retail completes and optimizes store operations byproviding both the central Retail system and specially developed store level functions to storepersonnel. The highly productive web user interface combines the intuitive usability of the webbrowser with the store-specific transactions of the central Retail system—providing a userexperience that is easy for part time employees to learn and use, without extensive training.© Openbravo July 2012 Page 16 of 32
  • 17. Openbravo for RetailExisting handheld terminals may also be used on a store-and-forward basis to collect and uploadinventory information, via standard data load formats or with a simple extension.2.3.5 Payments HandlingOpenbravo Web POS and the Backoffice provide a complete functionality for managing payments.Key functionality includes:  Payment methods set up for each POS terminal  Cash and credit card payments (integration with external payment terminals)  Multiple payment methods in one ticket  Cancel payment  Backoffice payment management Credit card payments are managed in conjunction with a multifunctional payment terminal, which communicates with a payment gateway. Different card types or transactions (like credit, debit, Chip&Pin) can be supported depending on the terminal type and payment processor. An integration with the desired terminals or payment gateway will typically be needed. Note that card payments must be processed online. For implementations that integrate an E-Commerce platform integrated with Openbravo for Retail, payments are typically managed directly by the E-Commerce platform payment component.© Openbravo July 2012 Page 17 of 32
  • 18. Openbravo for Retail Screenshot 10 : Card payment example Screenshot 11: Ticket payment© Openbravo July 2012 Page 18 of 32
  • 19. Openbravo for Retail2.3.6 Cash Operations2.3.6.1 Cash ManagementThe Openbravo Web POS user interface provides complete, easy to use functionality for managingcash movements in the store, covering different situations like small payments (petty cashdisbursements), money retirement in a shift change, add change to the drawer, etc.Key functionality includes:  Cash withdrawals or deposits set up per terminal type  Cash movement reasons Screenshot 12 : Cash Management Window2.3.6.2 Cash UpBy using the Openbravo Web POS user interface, Openbravo for Retail provides complete supportfor cashing up. Cash Up can only be processed online.Key functionality includes:  Step-by-step closing process  Pending ticket review. At the end of the day you will often find open tickets that were either paid without registering the payment (Quick Cash) or the customer simply walked away. The Web POS GUI gives the user a fast way of closing or voiding these tickets.© Openbravo July 2012 Page 19 of 32
  • 20. Openbravo for Retail  Count cash, with the ability to register the amount difference, when the expected and real amount in cash are not the same. A specific G/L Item can be set up at POS Terminal Type level in order to register these differences  Cash to keep, with the ability to decide how the amount corresponding to each payment method will be moved to the financial accounts  Post, print and close, which prints the cash up ticket and initiates the process in the back office Screenshot 13: Cash Up (End of Day) process2.4 Enterprise Management2.4.1 Organizational structureAny retail business needs to plan its organizational structure in a way that maximizes efficiency andprofitability. No matter how large or small the operation, whether it is a major department store orsingle-unit boutique, each company must be structured in such a way that best serves its needs andmakes the business a success.Openbravo for Retail includes sophisticated platform level support that enables retailers tohierarchically model organizations of arbitrary complexity, (seewiki.openbravo.com/wiki/General_Setup#Enterprise_Model). The easy to use interface allows you tocreate new nodes (organizations), which serve as the basis of the security model as well as thereporting model--with organization level summary reporting and advanced drill down capabilities.Key functionality includes:  Organization marked as Store or Store Group. A Store Group can represent a sales region, geographic zone, or whatever makes sense for your oganization  Local warehouse associated to a store© Openbravo July 2012 Page 20 of 32
  • 21. Openbravo for Retail  Product List (assortment) assigned to a retail organizational node (see Assortment Management chapter for additional details)  Price List assigned to a retail organizational node (see Pricing chapter for additional details)  Default anonymous customer for no-named sales Screenshot 14: Organization window (form view)2.4.2 Human Resources / Staff ManagementOpenbravo for Retail fully integrates the basic functionality needed to manage human resources atthe retail store and corporate levels.The easy to use and highly productive user interface helps to minimize the impact of the typical workenvironment (open long hours, peak sales periods, emphasis on cost control) and work forcerealities (part-time, diverse backgrounds) that generally make Human Resource Management inRetail a challenge.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© Openbravo July 2012 Page 21 of 32
  • 22. Openbravo for Retail Additional modules are available to provide extended functionality, for example: http://www.openbravo.com/product/exchange/modules/sysfore-human-resources- payroll/ Screenshot 15 : Employee Card Screenshot 16: Commissions Set Up© Openbravo July 2012 Page 22 of 32
  • 23. Openbravo for Retail2.4.3 Financial ManagementThe financial management and accounting functionalities provided by the Openbravo for Retailsolution are designed to minimize manual or redundant data input, thereby freeing users fromtedious, routine tasks and allowing greater focus on other, more value added tasks. This increase inproductivity is due to the financial system acting as automated collector of all the relevanttransactions generated from the other operational departments. This occurs in such a way that theseactivities are automatically reflected in the general accounting, and in the accounts receivable andaccounts payable, as soon as they occur. Openbravo’s unique multi-schema accounting allowseach activity to be reflected financially in different ways, allowing multinational retailers to automatefinancial data collection to support both local and corporate reporting to easily meet diversemanagement, financial and regulatory compliance needs.More information about Openbravo’s best in class financial management functionality may be foundhere: http://wiki.openbravo.com/wiki/Financial_Management.Key functionality includes:  Accounting o Real-time evaluation of and reporting on current accounting data o Period End Close Financial Accounting o Balance and Profit & Loss  Accounts payable and receivable o Extensible payment methods o Extensible matching algorithms o Bank file formats o Payment plan o Payment execution o Mass payments o Automated reconciliation o Payment report o Cash Flow Forecast Report  Asset management: 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 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© Openbravo July 2012 Page 23 of 32
  • 24. Openbravo for Retail Screenshot 17: Cash Flow Forecast report exported to Excel Screenshot 18 : Store P&L2.4.4 Document ManagementOpenbravo for Retail uses the standard capabilities of the Openbravo 3 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.© Openbravo July 2012 Page 24 of 32
  • 25. Openbravo for RetailKey functionality includes:  Files of any type may be attached to any transaction or entity Screenshot 19: File attachment Additional document management functionality may be added via modules, for example this Enterprise Content Management module: http://www.openbravo.com/product/exchange/modules/content-management/.2.4.5 E-Learning SupportBased on the powerful Openbravo 3 platform capabilities, Openbravo for Retail provides retailers apowerful tool for training store staff for their daily work. This is specially important in an industry likeRetail with a high number of part time employees, contracted during peak sales periods, or just dueto the traditional turnover rate.Key functionality includes:  Use of HTML or URL widgets  Embedded application HelpBy using widgets, it is possible to easily embed targeted training content directly in the role-basedOpenbravo workspace. For example see below a workspace screenshot with a widget called“Getting Started”, which lets user to navigate to different contents.© Openbravo July 2012 Page 25 of 32
  • 26. Openbravo for Retail Screenshot 20: Openbravo Workspace An existing module called FAQ Management, may also be 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 MustRead. Details are here: http://www.openbravo.com/product/exchange/modules/faq-management/2.4.6 Retail CRMOpenbravo for Retail provides a complete set of Customer Relationship Management (CRM)functionalities.Key functionality includes:  Customer information, including contact persons, addresses, payment terms, account balance, credit information, notes, 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© Openbravo July 2012 Page 26 of 32
  • 27. Openbravo for Retail Screenshot 21: Customer card Screenshot 22: Customer History (Orders, Shipments, Invoices)© Openbravo July 2012 Page 27 of 32
  • 28. Openbravo for Retail2.5 Retail IntelligenceOpenbravo for Retail uses and extends the standard Openbravo 3 reporting capabilities.2.5.1 Dimensional ReportsA significant number of reports in Openbravo are multidimensional, which means that the user canselect which type of information to include into the report, how to group and sort it, and how to filterit.Additionally, comparative analyses can be made (with variations percentage), by combining in onereport 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 felds.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 July 2012 Page 28 of 32
  • 29. Openbravo for Retail Screenshot 23: Sales Dimensional Report2.5.2 WidgetsWidgets are user interface elements which can be placed either in a users Workspace, in agenerated or manual window window. They can be used to display a wide range of differentinformation, ranging from static content, to dynamic data in list form, custom html content, orcomplete external URLs.Detailed information to know about:  Best Selling Stores  Best Selling Products  Best Selling Product Categories  Best Selling Sales Agents  Best Selling CustomersKey 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. Openbravo 3 integrates with Zoho Reports (www.zoho.com/reports ), for user friendly graphical business intelligence reports and dashboards.© Openbravo July 2012 Page 29 of 32
  • 30. Openbravo for Retail Although the Zoho integration module is free with an Openbravo Professional Edition, Zoho Reports use can represent an extra cost depending on usage. See here for details : https://www.zoho.com/reports/zohoreports-pricing.html Screenshot 24: Zoho widget in the Workspace Screenshot 25: Zoho widget as a menu entry© Openbravo July 2012 Page 30 of 32
  • 31. Openbravo for Retail2.5.3 GridThe 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 3 grids let you browse,select, filter and organize high volumes of data with ease.Advanced grid functionalities include:  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 spreadsheetSee here for a detailed information:http://wiki.openbravo.com/wiki/User_Interface_Introduction#Advanced_Grid_Functionality Screenshot 26: Grid example© Openbravo July 2012 Page 31 of 32
  • 32. Openbravo for Retail2.5.4 Integration with BI platformsBy using its intuitive, fully documented database and advanced interoperability capabilities,Openbravo for Retail may be easily integrated with external BI platforms, like Pentaho and manyothers, in order to cover advanced reporting and analysis requirements.© Openbravo July 2012 Page 32 of 32