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Webinar wholesale distribution (english) final


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  • 1. Openbravo solution for Wholesale Distribution September 2011
  • 2. IntroductionThe Wholesale Distributor in the Supply Chain upstream… Wholesale downstream… Supplier Distributor Customer The wholesale distributor is at all times forced to address the pressures and demands of both suppliers and customers. The wholesale distributor has to accommodate these competing pressures whilst also trying to meet its own revenue expectations.Openbravo solution for Wholesale Distribution Page 2
  • 3. IntroductionA simple SWOT analysis… S W TRENGTHS EAKNESSES • Business knowledge and • Operative costs experience • Low use of technology • Privileged position in the (applications, web) supply chain • Low marketing investments • Need of professionalization and training • Big distribution chains O T PPORTUNITIES HREATS • Value-added services • New competitors (suppliers, • Collaboration 3PLs) • Access to new markets • Demand unpredictability • New management models • Shrinking margins • Cost pressures • Regulatory pressuresOpenbravo solution for Wholesale Distribution Page 3
  • 4. IntroductionStrategy and Business Challenges  Lowering working capital By  Improve customer service strengthening their position with suppliers  Increase transparency and accountability  Reduce operating costs and By increase efficiency By creating a maximizing relationship the efficiency with of internal customers  Increase revenue processes  Continous innovation  Business process flexibilityOpenbravo solution for Wholesale Distribution Page 4
  • 5. IntroductionRequirements for Business Management Technology  Ability to support industry-specific business requirements  Aligned with the existing business challenges  Flexibility  Easy to adapt and customize to meet changing needs (products, services, markets…)  Ease-of-Use  Highly productive and user oriented, with low training requirements  Extensibility  Easy to scale functionally and technically and to integrate with other applications  Sustained ROI  Efficient, cost-effective implementation and operationOpenbravo solution for Wholesale Distribution Page 5
  • 6. Openbravo Solution for Wholesale DistributionKey Concepts Openbravo’s solution for Wholesale Distribution provides:  Affordable and comprehensive integrated business functionality to help on gaining visibility across the complete business and streamline all core business processes, from sales, procurement, planning, financial management and business analytics, enabling operational excellence, profitable growth and new collaboration scenarios with customers and suppliers  A flexible and scalable foundation for all business processes, built on the powerful Openbravo 3 technology platform  An ERP solution with an unlimited extension and interoperability capabilities, thanks to its modularity concept and its native web services layer  A full web intuitive interface to improve employee productivity and adoptionOpenbravo solution for Wholesale Distribution Page 6
  • 7. Openbravo for Wholesale DistributionSolution BriefOpenbravo solution for Wholesale Distribution Page 7
  • 8. Openbravo for Wholesale DistributionSolution Brief . User Interface Full web application Web Browsers: Chrome, Firefox, Internet Explorer, SafariOpenbravo solution for Wholesale Distribution Page 8
  • 9. Openbravo for Wholesale Distribution Solution Brief . User InterfaceRecent views Query widgets Recent documentsWidgets admin Video content Business Services embedding (Social Networks, Feeds/RSS) Openbravo Workspace Openbravo solution for Wholesale Distribution Page 9
  • 10. Openbravo for Wholesale Distribution Solution Brief . User Interface Top Navigation Main (1st level) tabs Toolbar Message area StatusView Form bar Header form Expand, Close, Navigate Mandatory Fields Navigable Fields SectionsChild (2nd level) tabs ColumnView Grid filters Child gridGrandchild (3rd level) tabs Openbravo solution for Wholesale Distribution Page 10
  • 11. Openbravo for Wholesale Distribution Solution Brief . User InterfaceLayout personalization button User levelpersonalizable layout Full personalizable layout at user level Openbravo solution for Wholesale Distribution Page 11
  • 12. Openbravo for Wholesale DistributionSolution Brief . Business ScenariosSuppliers Planning Procurement Logistics Sales Customers Planning Procure-to-Pay Order-to-Cash Supply Chain Execution Enterprise Management  Planning involves sales, service, demand and supply planning to improve service levels and reduce capital investments.  Procure-to-pay management addresses strategic as well as operational relationships with suppliers, including strategic sourcing, purchasing, supplier collaboration, supplier agreement monitoring, and cost recovery. Unlimited Interoperability Modularity Extensibility  Order-to-cash management covers customer relationships, order processing, collaboration with customers to manage inventory, and management of billing and collection activities.  Supply chain execution includes warehouse and inventory management.  Enterprise management includes cross-company corporate support processes like Financial Management, Human Resources Management and others.Openbravo solution for Wholesale Distribution Page 12
  • 13. Openbravo for Wholesale DistributionSolution Brief . Business Scenarios Purchasing Plan Key features  Purchase planning, keeping in mind minimum stock levels, goods receipts Planning dates, and pending requests  Minimum stock per product (warehouse or bin level)  Orders Awaiting Delivery report  Shipments Awaiting Invoice reportOpenbravo solution for Wholesale Distribution Page 13
  • 14. Openbravo for Wholesale DistributionSolution Brief . Business Scenarios Business Flows PurchaseB2B Management Vendor Managed Inventory Requisitions Parameters Vendor PortalOrder Suppliers Management B2B Order Setup Purchase Publishing Requisition to Order Quotation to Order Order to Receipt Supplier Invoice to Payment  Invoice verification Procure-to-Pay Supplier Return to Debit  Payment execution Supplier Return to Replacement  Cross company purchase order processing Replenishment Information Key features  Quotation procurement  Internal procurement  Suppliers management o Stock transfers  Purchase price lists management  E-Commerce Grant access to portal o Orders control  Purchase discounts o Invoice control  Requisitions management o Vendor Managed Inventory (VMI)  Purchase orders processing  Goods receivingOpenbravo solution for Wholesale Distribution Page 14
  • 15. Openbravo for Wholesale DistributionSolution Brief . Business Scenarios Alerts management Key features  Warehouses and storage bins  Stock products in multiple units Supply Chain Execution  Personalized product attributes in the warehouse (color, size, quality description, etc.).  Lot and serial numbers  Management of bundles in warehouses  Restocking control  Traceability configurable by product  Physical inventory. Inventory planning. Continuous inventory  Integrated with Openbravo POS Retail Module  Warehouse Transactions Management  Inventory Costing (standard, average, FIFO)  Supply Chain visibility and control (Alerts)Openbravo solution for Wholesale Distribution Page 15
  • 16. Openbravo for Wholesale DistributionSolution Brief . Business Scenarios Business Flows  Mass shipments creation Customersconfiguration Mass Consignment Dunning Discounts Volume by Mail Send Management Shipments Creation Price Lists Sales Order Offers  Mass invoicing Quotation to Order  Debit /Credit demo processing Order to Shipment  Prepayments Customer Invoice to Cash  Period end closing operations Customer Return to Credit (Intrastat…) Customer Return to Replacement  Credit management Order to Cash  Cross company sales order processing Key features  Consignment o Fill-up  Customers management o Issue  Sales price lists management o Returns  Customer discounts o Pick-up  Quotations management  Kitting (BOM)  Sales orders management  Commissions  Clone orders  Integrated with Openbravo POS  Shipments management Retail moduleOpenbravo solution for Wholesale Distribution Page 16
  • 17. Openbravo for Wholesale DistributionSolution Brief . Business Scenarios Business Flows o Mass payments Payment Report -- Filteringto Payment Budget Results Payment method Report Assets Period End Close Financial o Automated reconciliation Report o Payment report Bank Statement to Bank  Assets management: Reconciliation o Purchase Enterprise Managemet Collections o Asset card creation Asset Acquisition to Dispose o Asset depreciation plan execution and posting Budget to Analysis o Disposal o Hierarchical tree Key features o To do list  Accounting o Appreciation, depreciation  Balance and P&L  Budget management  Accounts Payables/ Receivables:  Structure creation an initial import o Payment methods  Follow-up o Matching algorithms  Export/Import o Bank file formats  VAT management o Payment plan  Human Capital Management o Payment execution commonOpenbravo solution for Wholesale Distribution Page 17
  • 18. Openbravo for Wholesale DistributionSolution Brief . Data Analysis Reporting  Out-of-the-box reports:  Stock report  Stock valuation report  Payment report  Traceability report  Pareto report  G/L, Trial Balance  Assets reports...  Dimensional reports  Export to HTML, Excel  Jasper Report integrationOpenbravo solution for Wholesale Distribution Page 18
  • 19. Openbravo for Wholesale DistributionSolution Brief . Data Analysis Advanced Grid Functionality  Inplicit filters  Freezing Columns  Column filtering and ordering  Formula and Summary  Columns visibility Columns  Columns order and width  Export dataOpenbravo solution for Wholesale Distribution Page 19
  • 20. Openbravo for Wholesale DistributionSolution Brief . Reporting  Widgets  Role based  URL, HTML, Query  Workspace or Forms embedded  Zoho integrationOpenbravo solution for Wholesale Distribution Page 20
  • 21. Openbravo for Wholesale DistributionDeployment options Single or multiple server architecture On Premise Hosted In the Cloud Leverage your Leverage a third Leverage a public existing data center party data center cloud service like Amazon EC2 Maximum control on Best in class system Manage your business, management not your servers - Your hardware - Your network Dedicated servers Fastest deployment - Your management option Preserve relationship with existing hosting Lowest initial cost – Pay providers as you go model Flexible scaling Easy to maintain and Professionally Supported (Openbravo 3 Professional Edition)Openbravo solution for Wholesale Distribution Page 21
  • 22. Openbravo for Wholesale DistributionDeployment options Administration options of Openbravo 3 Admin console Installed modules  Administration Console (appliance)  Passwords Admin  Network settings  Back Up and Restore Settings  Module Management  Installed modules  Scan for updates  Install/Uninstall modules  Installation history Installation historyOpenbravo solution for Wholesale Distribution Page 22
  • 23. Openbravo for Wholesale DistributionCustomer Stories “We are a fast-growing multi-national that specializes in the production and global distribution of packaging materials for the agricultural and horticultural markets. With a factory in China and distribution sites in The Netherlands and Hong Kong, EmceePack needed a global, 100% web based solution to plan production, efficiently manage our supply chain, and track our shipments around the globe, available in Dutch, English and Chinese. With help from ClearDrop BV in The Netherlands, we deployed Openbravo’s ERP on the Amazon Cloud, along with several optional modules such as Intercompany Documents—which easily automates the transfer of goods among our various companies. Openbravo’s open architecture also allowed us to cost-effectively create a competitive advantage with a custom product configuration module that supports our full product range and quotation process.” - Peter Schalke, owner of EmceePack, .Openbravo solution for Wholesale Distribution Page 23
  • 24. Openbravo for Wholesale Distribution BenefitsCAPABILITY BENEFITUser interface • Highly productive • Easy to learn, ensuring a rapid adoptionPlanning • Collaborate with business partners to plan for categories of products • Plan future purchasing needs based on different inputsProcure-to-Pay • Maximize cash flow by standardizing and automating AP processes. • Share inventory and usage information with suppliers through secure role-based browser access, and easy web services integration. • Control employee purchases through centralized web-based requisition management.Order-to-Cash • Robust customer order processing and delivery execution with with rapid order entry for similar repeating customer orders, and direct access to information related to selected customer, invoice or order. • Reduce inventory and distribution costs, while maintaining high service levelsSupply chain • Global real time inventory visibility, with full multi-company/warehouse/location/bin capabilities across product lines, multi-execution dimensional shipment reporting, and support for vehicles and delivery routes. • Extended supply chain visibility with secure, real time data sharing (via standard web services), and embedded alert management system to notify trading partners of critical inventory or shipment conditions. • Extensive inventory and cost control feature set, including unlimited product attributes, quantity on hand by attribute, cycle count, catch weight, and cost by organizationEnterprise • Easy financial management with fully integrated accounting to optimize cash management, reduce the financial period close, improvemanagement compliance and transparency, and streamline warehouse operations. • Manage human capital information and other cross company processes • Multi-tenant, multi-currency and multi-language support, as well as the unique ability to install multiple localization packs that are configurable by individual organizationData analysis • Improved decision makingMaintenance • Openbravo Professional Edition • Click-through installation of Openbravo Exchange solutions and modules, such as Intercompany Documents,eCommerce integration, Warehouse Transactions Management and Advanced Asset Management. Openbravo solution for Wholesale Distribution Page 24
  • 25. Openbravo for Wholesale DistributionWhy to choose Openbravo solution for Wholesale Distribution?  Wholesale Distribution industry experience and solution capabilities  Strategic sector, ensuring a long-term viability and continuing product improvement plan  Focus on Customer value and satisfaction  Rapid implementation. Quick up and running  Cost effective solution, ensuring a sustainable ROI  Openbravo 3, an open and flexible technology platform  Openbravo 3 Professional Edition  Openbravo Partner EcosystemOpenbravo solution for Wholesale Distribution Page 25
  • 26. Openbravo for Wholesale DistributionQ&A Questions ?Openbravo solution for Wholesale Distribution Page 26
  • 27. Thank you very much for your attention. For additional information, please visit our website Distribution section: Contact information : Xavier Places Cano Consulting Director Twitter and Skype : xplacescOpenbravo solution for Wholesale Distribution Page 27