Openbravo for Retail       Release RMP19        January 2013
Contents1     Introduction ..................................................................................................
Openbravo for RetailScreenshotsScreenshot 1: Back office login window .......................................................
Openbravo for RetailPicturesPicture 1: Openbravo for Retail Scope ...........................................................
Openbravo for RetailCopyright© Copyright 2013 Openbravo. All rights reserved.No part of this publication may be reproduced...
Openbravo for Retail1 IntroductionOpenbravo for Retail is a a multi-channel retail management system, for managing an enti...
Openbravo for Retail                                                                          Openbravo 3 Platform        ...
Openbravo for Retail        Highly distributed scenarios, e.g. multiple stores and mobile requirements        Seasonalit...
Openbravo for Retail2 User interfaceBuilt over the powerful 100% web based, open source Openbravo 3 platform, Openbravo fo...
Openbravo for Retail                                   creation of new documents                               o Linked it...
Openbravo for Retail                                            Screenshot 4 : Window areas2.2           Openbravo POSThe ...
Openbravo for Retail                       Screenshot 5 : Openbravo POS User Interface (I)                       Screensho...
Openbravo for Retail3 Business footprint3.1            Merchandise lifecycle3.1.1            Item management              ...
Openbravo for Retail                                             Screenshot 7: Product window3.1.2         PricingOpenbrav...
Openbravo for Retail                                            inserted in the ticket.                              o    ...
Openbravo for Retail                       Screenshot 9: Product card with Price Information                         Scree...
Openbravo for Retail3.1.3            Assortment managementThe main goal of Assortment Management is to define assortments,...
Openbravo for RetailKey                          Purchase planning, based on demand, keeping in mind minimum stockfunctio...
Openbravo for Retail3.2.3            Merchandise distributionRetailers often have to distribute merchandise centrally amon...
Openbravo for Retail                             Additional modules like:                                                ...
Openbravo for Retail                                                                                                      ...
Openbravo for Retail                       Screenshot 13: Browse Categories (included tax price)                          ...
Openbravo for Retail                       Screenshot 15 : Discretionary discount example                               Sc...
Openbravo for Retail                                            Screenshot 17 : Cross store stock3.3.3           E-Commerc...
Openbravo for Retail                                                                                                     ...
Openbravo for Retail                       Screenshot 18 : Card payment example                          Screenshot 19: Ti...
Openbravo for Retail                       Screenshot 20 : Paying with a Gift Card                         Screenshot 21 :...
Openbravo for Retail                                      Screenshot 22 : Gift Card and Voucher details3.3.5.2 Backoffice ...
Openbravo for Retail3.3.6         Cash operations at POS3.3.6.1 Cash management49The Openbravo POS user interface provides...
Openbravo for Retail                                        o  Count cash, with the ability to register the amount differe...
Openbravo for Retail                                               Screenshot 25 : Cash Up history3.4            Enterpris...
Openbravo for Retail                                 Assortment configuration, with the following rules:                 ...
Openbravo for Retail                       Screenshot 26: Organization window (form view)                         Screensh...
Openbravo for Retail                                               Screenshot 28 : POS Terminal3.4.2            Human reso...
Openbravo for Retail                                              Screenshot 29 : Employee Card                           ...
Openbravo for Retail3.4.3        Financial managementThe financial management and accounting functionalities provided by t...
Openbravo for Retail                            o    Support for multiple languages, defined at user level                ...
Openbravo for Retail3.4.4           Document managementOpenbravo for Retail uses the standard capabilities of the Openbrav...
Openbravo for Retail                                          preconfigured questions with their answers which are then   ...
Openbravo for Retail                                      Screenshot 35: Customer card                       Screenshot 36...
Openbravo for Retail3.5       Retail IntelligenceOpenbravo for Retail uses and extends the standard Openbravo 3 reporting ...
Openbravo for Retail                                           Screenshot 37: Sales Dimensional Report3.5.2            Wid...
Openbravo for Retail                       Screenshot 38: Zoho widget in the Workspace                       Screenshot 39...
Openbravo for RetailScreenshot 40 : Example of a Zoho Dashboard (not available out-of-the-box. Just an example of the     ...
Openbravo for RetailAdvanced grid                     Column filtersfunctionalities                        o Regular colu...
Openbravo for Retail                   Screenshot 42 : Example of summary and grouping functions3.5.4       Integration wi...
Openbravo for Retail4 Technical characteristics4.1        Architectural overviewOpenbravo for Retail is designed to be pla...
Openbravo for Retail5 Anexo: Some deployment scenariosOpenbravo for Retail is a modular and agile solution that can be ada...
Openbravo for Retail            Picture 4: Complete Solution Scenario, single-store with the Openbravo instance in the sto...
Openbravo for Retail             Picture 5: Complete Solution Scenario, single-store with the Openbravo instance in the cl...
Openbravo for Retail             Picture 6: Complete Solution Scenario, multiple-store with the Openbravo instance in the ...
Openbravo for RetailIn case of integration with an E-Commerce platform, this will be usually with the central system, andt...
Openbravo for Retail5.2.2       Multiple-storesIn this case, with multiple stores, the deployment options are:    1) Openb...
Openbravo for Retail               Picture 10: POS Scenario, multiple-store with a unique Openbravo instance in the cloud5...
Openbravo for Retail                      Picture 11: E-Commerce Backoffice Scenario with the Openbravo instance in the cl...
Openbravo for Retail7 About OpenbravoDownloaded more than 3.000.000 times, Openbravo is the world’s leading web-based open...
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Openbravo for Retail Solution Description (RMP19)

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Openbravo for Retail, is an opensource, multi-channel and full web retail management solution for managing an entire Retail business - from Sales and Customer Relationships to Financials and Operations, across different channels. Discounts and promotions, POS multicurrency payments, Gift Cards, on-line and off-line operations, e-commerce integration, mobile and cloud ready... and a lot more.

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Openbravo for Retail Solution Description (RMP19)

  1. 1. Openbravo for Retail Release RMP19 January 2013
  2. 2. Contents1 Introduction .................................................................................................................................... 62 User interface ................................................................................................................................ 9 2.1 Backoffice ............................................................................................................................ 9 2.2 Openbravo POS ................................................................................................................ 113 Business footprint ........................................................................................................................ 13 3.1 Merchandise lifecycle ........................................................................................................ 13 3.1.1 Item management ......................................................................................................... 13 3.1.2 Pricing ........................................................................................................................... 14 3.1.3 Assortment management .............................................................................................. 17 3.2 Supply chain management................................................................................................ 17 3.2.1 Procurement ................................................................................................................. 17 3.2.2 Warehouse and DC management ................................................................................ 18 3.2.3 Merchandise distribution ............................................................................................... 19 3.3 Multichannel ...................................................................................................................... 19 3.3.1 Sales order management (Wholesale function) ........................................................... 19 3.3.2 Customer order management at POS .......................................................................... 20 3.3.3 E-Commerce order management ................................................................................. 24 3.3.4 In-Store merchandise and inventory management ....................................................... 24 3.3.5 Payments handling ....................................................................................................... 24 3.3.6 Cash operations at POS ............................................................................................... 29 3.4 Enterprise management .................................................................................................... 31 3.4.1 Organizational structure ................................................................................................ 31 3.4.2 Human resources / Staff management ......................................................................... 34 3.4.3 Financial management.................................................................................................. 36 3.4.4 Document management................................................................................................ 38 3.4.5 E-Learning support ....................................................................................................... 38 3.4.6 Customers Relationship Management (CRM) .............................................................. 39 3.5 Retail Intelligence .............................................................................................................. 41 3.5.1 Dimensional reports ...................................................................................................... 41 3.5.2 Widgets ......................................................................................................................... 42 3.5.3 Grid ............................................................................................................................... 44 3.5.4 Integration with BI platforms ......................................................................................... 464 Technical characteristics ............................................................................................................. 47 4.1 Architectural overview ....................................................................................................... 47 4.2 Technical requirements ..................................................................................................... 475 Anexo: Some deployment scenarios ........................................................................................... 48 5.1 Scenario 1: Complete Solution.......................................................................................... 48 5.1.1 Single-store ................................................................................................................... 48 5.1.2 Multiple-store ................................................................................................................ 50 5.2 Scenario 2: POS ............................................................................................................... 51 5.2.1 Single-store ................................................................................................................... 51 5.2.2 Multiple-stores ............................................................................................................... 53 5.3 Scenario 3: E-Commerce Backoffice ................................................................................ 546 How to evaluate Openbravo for Retail? ...................................................................................... 557 About Openbravo ........................................................................................................................ 56
  3. 3. Openbravo for RetailScreenshotsScreenshot 1: Back office login window ............................................................................................... 6Screenshot 2: Openbravo POS login window ..................................................................................... 6Screenshot 3 : Backoffice Workspace ................................................................................................ 10Screenshot 4 : Window areas ............................................................................................................. 11Screenshot 5 : Openbravo POS User Interface (I) ............................................................................. 12Screenshot 6 : Openbravo POS User Interface (II) ........................................................................... 12Screenshot 7: Product window ........................................................................................................... 14Screenshot 8: Price List Window ........................................................................................................ 15Screenshot 9: Product card with Price Information ............................................................................ 16Screenshot 10 : Example of promotion set-up ................................................................................... 16Screenshot 11: Product List (Assortment) window ............................................................................. 17Screenshot 12: Sales Order Window ................................................................................................. 20Screenshot 13: Browse Categories (included tax price) .................................................................... 22Screenshot 14: Not included tax price ................................................................................................ 22Screenshot 14 : Discretionary discount example ............................................................................... 23Screenshot 15 : Pack Example .......................................................................................................... 23Screenshot 16 : Cross store stock ...................................................................................................... 24Screenshot 17 : Card payment example ............................................................................................ 26Screenshot 18: Ticket payment .......................................................................................................... 26Screenshot 19 : Paying with a Gift Card............................................................................................. 27Screenshot 20 : Applied Gift Card ...................................................................................................... 27Screenshot 21 : Gift Card and Voucher details .................................................................................. 28Screenshot 22 : Cash Management Window ..................................................................................... 29Screenshot 23: Cash Up (End of Day) process ................................................................................. 30Screenshot 24 : Cash Up history ........................................................................................................ 31Screenshot 25: Organization window (form view) .............................................................................. 33Screenshot 26: POS Terminal Type window ...................................................................................... 33Screenshot 27 : POS Terminal ........................................................................................................... 34Screenshot 28 : Employee Card ......................................................................................................... 35Screenshot 29: Commissions Set Up ................................................................................................. 35Screenshot 30: Cash Flow Forecast report exported to Excel ........................................................... 37Screenshot 31 : Store P&L ................................................................................................................. 37Screenshot 32: File attachment .......................................................................................................... 38Screenshot 33: Openbravo Workspace.............................................................................................. 39Screenshot 34: Customer card ........................................................................................................... 40Screenshot 35: Customer History (Orders, Shipments, Invoices) ...................................................... 40Screenshot 36: Sales Dimensional Report ......................................................................................... 42Screenshot 37: Zoho widget in the Workspace .................................................................................. 43Screenshot 38: Zoho widget as a menu entry .................................................................................... 43Screenshot 39 : Example of a Zoho Dashboard (not available out-of-the-box. Just an example of theZoho integration possibilities) ............................................................................................................. 44Screenshot 40: Grid example ............................................................................................................. 45Screenshot 41 : Example of summary and grouping functions .......................................................... 46© Openbravo Jan 2013 Release RMP19 Page 3 of 56
  4. 4. Openbravo for RetailPicturesPicture 1: Openbravo for Retail Scope ................................................................................................. 7Picture 2: Global Benefits ..................................................................................................................... 8Picture 3 : Architecture ....................................................................................................................... 47Picture 4: Complete Solution Scenario, single-store with the Openbravo instance in the store ........ 49Picture 5: Complete Solution Scenario, single-store with the Openbravo instance in the cloud ....... 50Picture 6: Complete Solution Scenario, multiple-store with the Openbravo instance in the cloud .... 51Picture 7: POS Scenario, single-store with the Openbravo instance in the store .............................. 52Picture 8: POS Scenario, single-store with the Openbravo instance in the cloud ............................. 52Picture 9: POS Scenario, multiple-store with the Openbravo instances in the stores ....................... 53Picture 10: POS Scenario, multiple-store with a unique Openbravo instance in the cloud ................ 54Picture 11: E-Commerce Backoffice Scenario with the Openbravo instance in the cloud ................. 55© Openbravo Jan 2013 Release RMP19 Page 4 of 56
  5. 5. Openbravo for RetailCopyright© Copyright 2013 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 .© Openbravo Jan 2013 Release RMP19 Page 5 of 56
  6. 6. 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: Openbravo POS login window© Openbravo Jan 2013 Release RMP19 Page 6 of 56
  7. 7. Openbravo for Retail 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 with an existing central management system, seeking to improve their store operations and customer experience by using a modern and agile POS, integrated with this central system  Retailers seeking a solution to support international operations, with multi-language and multi-accounting schema capabilitiesAs a vertical build on top of the Openbravo 3 platform, Openbravo for Retail can be deployed underthe same scenarios that the standard Openbravo platform : On Premise, Hosted, in the Cloud or as 1a service with On Demand . Openbravo On Demand may be particularly attractive to many retailers,who often face these common requirements and challenges:1 http://wiki.openbravo.com/w/index.php?title=Openbravo_On_Demand_FAQ© Openbravo Jan 2013 Release RMP19 Page 7 of 56
  8. 8. Openbravo for Retail  Highly distributed scenarios, e.g. multiple stores and mobile requirements  Seasonality aspects, along with the typical retail HR challenges (many part time employees or peak times require ability to cost-effectively scale up or down on demand)  Quick up-and-running new store openings  Big Data influence, being able to access to more powerful servers offering higher analytics capabilities at a lower costThe Openbravo for Retail solution provides benefits for the whole organization. Just find yours! Picture 2: Global BenefitsNotes:  Following chapters describe the solution scope. For further details, wiki contents are referenced, although it is not considered as necessary to read them all for acquiring a clear picture about the solution capabilities  The described functionality can be part of the core system or part of additional commercial modules© Openbravo Jan 2013 Release RMP19 Page 8 of 56
  9. 9. Openbravo for Retail2 User interfaceBuilt 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.The user will operate Openbravo for Retail always through a browser. There are two different userinterface that use the same Openbravo instance but are intended for different users, hardware andusage.  The Backoffice. This is the Openbravo 3 user interface. It is optimized for large screens and superior productivity featuring grids, forms, tabs and workspaces.  The Openbravo POS. This is the store-level user interface that is optimized for touch and mobile devices. It is light, fast and extremely user friendly.2.1 BackofficeThe Backoffice is an Openbravo instance for supporting backoffice processes, at any retailerorganizational level, for example Stores, Warehouses or Distribution Centers or the Central HeadOffice.Key  User preferences (role, entity, organization, warehouse, language, 2capabilities password)  Security: 3 o Security control by roles, user and password for accessing the information (windows, tabs, fields) o Audit information o Use of preferences in order to control the access to actions (attach, print, export to CSV..)  User interface personalization: o Openbravo Workspace, a customized portal-style home page o Form personalization, which allows to change the order and visibility of fields, and several other settings 4 o Saved and named views . After changing/customizing the window personalization a user or administrator can save the current view state using a certain name. A view can be set as the default to apply when the window is opened.  Multitasking: o Multiple tabs that allow to have multiple documents open at the same time  Collaborative work: o Notes history o Direct access to documents (URL) o Attachments  Information navigation: o Application menu: A multilevel fly-out menu to discover and access all functional areas o Quick menus allow for fast access to existing documents and2 http://wiki.openbravo.com/wiki/User_Interface_Introduction3 http://wiki.openbravo.com/wiki/General_Setup#Security4 http://wiki.openbravo.com/wiki/User_Manual/Window_Personalization#Saved_and_Named_Views© Openbravo Jan 2013 Release RMP19 Page 9 of 56
  10. 10. Openbravo for Retail creation of new documents o Linked items o Keyboard shortcuts  Fast data entry: o Master-detail views: Parent and child record information is shown in the same view o In-grid editing: It is possible to modify field values directly in the grid  Information search: o Column filtering: Filter fields on top of the grid allow for real-time filtering while typing the keyword o Grouping and summing functions  Others: o Mails sending o Help can be accessed via the top navigation and help content will be opened on separate tabs o Alerts, a notification that informs or warns its recipients about a critical or very important situation that has arisen. With one click you can see and edit all your active alerts. Screenshot 3 : Backoffice Workspace© Openbravo Jan 2013 Release RMP19 Page 10 of 56
  11. 11. Openbravo for Retail Screenshot 4 : Window areas2.2 Openbravo POSThe POS graphical user interface is used in stores to assist shop floor staff in client-side selling andenables the checkout process. A POS Terminal is a device running the Openbravo POS module,connected to the Backoffice. It could be also possible from this terminal to access to the Backoffice.It could be a fixed (PC, laptop) or a mobile (tablet) terminal.Key  User preferences (role, language) 5capabilities  Segurity : o Security control by roles, user and password o Use of preferences in order to control the access to actions (print, invoice, return..)  Multitasking: o Multiple tickets o Multisession  Information search: o Browse by product categories o Search products5 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Web_POS_GUI_overview© Openbravo Jan 2013 Release RMP19 Page 11 of 56
  12. 12. Openbravo for Retail Screenshot 5 : Openbravo POS User Interface (I) Screenshot 6 : Openbravo POS User Interface (II)© Openbravo Jan 2013 Release RMP19 Page 12 of 56
  13. 13. Openbravo for Retail3 Business footprint3.1 Merchandise lifecycle3.1.1 Item management 6Openbravo for Retail uses and expands the standard Openbravo 3 Product Managementfunctionality.Key  Products and components  7functionality 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  Set costing rules for the product (average, standard)  8 Enable cross store for a product  Set a product to be used with a scale  Create a Gift Card or Gift Voucher  Product data load tool6 http://wiki.openbravo.com/wiki/Product7 http://wiki.openbravo.com/wiki/Product_Category#Product_Category8 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#Enable_cross_store_for_a_product© Openbravo Jan 2013 Release RMP19 Page 13 of 56
  14. 14. Openbravo for Retail Screenshot 7: Product window3.1.2 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.Key  Price Lists functionalityfunctionality o Price with or without Tax included o Price list based on costs 9 o Price lists 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  10 11 Discounts and Promotions , showing multiple rules : 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 to sell a pack, when a pack is added as it was a product, new lines for each of the products in the packs are99 http://wiki.openbravo.com/wiki/Price_List10 http://wiki.openbravo.com/wiki/Discounts_and_Promotions11 http://wiki.openbravo.com/wiki/Retail:Discounts_and_Promotions_Rules© Openbravo Jan 2013 Release RMP19 Page 14 of 56
  15. 15. Openbravo for Retail inserted in the ticket. o Discretionary discounts (manually applied and secured by security settings)  User defined amount  User defined percentage  Discretionary fixed amount  Discretionary fixed percentage  Pricing data load tool Screenshot 8: Price List Window© Openbravo Jan 2013 Release RMP19 Page 15 of 56
  16. 16. Openbravo for Retail Screenshot 9: Product card with Price Information Screenshot 10 : Example of promotion set-up© Openbravo Jan 2013 Release RMP19 Page 16 of 56
  17. 17. Openbravo for Retail3.1.3 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  Create Product Listsfunctionality 12  Clone a Product List Screenshot 11: Product List (Assortment) window3.2 Supply chain managementOpenbravo for Retail provides full control of the supply chain, with streamlined functionality tominimize acquisition costs and optimize collaboration with trading partners.3.2.1 ProcurementOpenbravo for Retail provides a complete procurement functionality based on the standard 13Openbravo 3 Procurement Management capabilities.12 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#Assortment_Configuration13 http://wiki.openbravo.com/wiki/Procurement_Management© Openbravo Jan 2013 Release RMP19 Page 17 of 56
  18. 18. Openbravo for RetailKey  Purchase planning, based on demand, keeping in mind minimum stockfunctionality 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 verification  Suppliers data load tool3.2.2 Warehouse and DC managementThe warehouse management processes built into Openbravo for Retail, based on the Warehouse 14Management of Openbravo 3 , allow the inventory to always be up to date and correctly valued.The ability to definine the warehouse structure to unit level (storage bins) facilitates tracking theexact stock location at all times.Key  Warehouses and storage bins (multiple warehouse use available)functionality  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  15 Stock reservations  16 Picking  17 Packing  Stock data load tool  Additional modules like: 18 o Warehouse Transactions Management which allows to specify which transactions are allowed in each warehouse14 http://wiki.openbravo.com/wiki/Warehouse_Management15 http://wiki.openbravo.com/wiki/Projects:StockReservations/User_Guide16 http://wiki.openbravo.com/wiki/Projects:Warehouse_picking/User_Guide17 http://wiki.openbravo.com/wiki/Projects:Warehouse_packing:User_Guide18 http://www.openbravo.com/product/exchange/modules/warehouse-transactions-management/© Openbravo Jan 2013 Release RMP19 Page 18 of 56
  19. 19. Openbravo for Retail3.2.3 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  Purchase ordersfunctionality  Goods receipts  Goods movements  Incoming shipment  Outgoing shipment  Product movements report  Goods transactions report3.3 Multichannel3.3.1 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, based on the Sales Order 19Management functionality provided by Openbravo 3.Key  Customer managementfunctionality  Customer discounts  20 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  Discounts and Promotions  Customer blocking  Customers data load tool19 http://wiki.openbravo.com/wiki/Sales_Management20 http://wiki.openbravo.com/wiki/Sales_Quotation© Openbravo Jan 2013 Release RMP19 Page 19 of 56
  20. 20. Openbravo for Retail  Additional modules like: 21 o Intercompany allows retailers to easily manage internal sales between organizational units: 22 o Consignment Sales adds fully integrated consignment sales functionality Screenshot 12: Sales Order Window3.3.2 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.  23Key Multisession supportfunctionality  Offline capabilities: 24 o Offline login  25 Online and offline operations . 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 26 o Browse categories21 http://www.openbravo.com/product/exchange/modules/intercompany-documents/22 http://www.openbravo.com/product/exchange/modules/consignment-sales-management/23 http://wiki.openbravo.com/wiki/Projects:Multisession24 http://wiki.openbravo.com/wiki/Projects:OfflineLogin25 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Offline_Operations26 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Browsing© Openbravo Jan 2013 Release RMP19 Page 20 of 56
  21. 21. Openbravo for Retail 27 o Search for products (with auto-completion or instant search) 28 o Barcode scanning  Customer management and assigning to a ticket (including New 29 Customer Creation)  30 Park and select pending tickets  Discounts and Promotions  31 Cross store stock and stock validation  Sales of products with or without tax included  Editing properties o Ticket properties (Description, Print, Email, Invoice and To be 32 Returned) 33 o Line properties like description , quantity…  34 Viewing and printing paid tickets  Printed ticket format customization (information, language…)  Other ticket actions (each of them can be controlled by security 35 settings ): o Print ticket while editing 36 o Returns 37 o Invoice a ticket  38 Quotations  39 Devices : o Mobile ready, to be used with tablet devices like iPad or Android o Support for multiple POS devices: printer, customer display, touch screen, scale, barcode scanner 40Most of these functionalities can be secured through security settings .27 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Searching28 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Scanning29 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Customer_management_and_assigning_to_a_ticket30 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Parking_and_selecting_pending_tickets31 http://wiki.openbravo.com/wiki/Projects:RetailStockValidation/Func_Documentation32 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Editing_ticket_properties33 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Line_Description34 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Viewing_and_printing_paid_tickets35 http://wiki.openbravo.com/wiki/Projects:Receipt_Actions/User_Documentation36 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Returning_products37 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Creating_an_invoice38 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Quotations39 http://wiki.openbravo.com/wiki/Retail:Hardware_and_Peripherals_Guide40 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#Security_Settings© Openbravo Jan 2013 Release RMP19 Page 21 of 56
  22. 22. Openbravo for Retail Screenshot 13: Browse Categories (included tax price) Screenshot 14: Not included tax price© Openbravo Jan 2013 Release RMP19 Page 22 of 56
  23. 23. Openbravo for Retail Screenshot 15 : Discretionary discount example Screenshot 16 : Pack Example© Openbravo Jan 2013 Release RMP19 Page 23 of 56
  24. 24. Openbravo for Retail Screenshot 17 : Cross store stock3.3.3 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  Master data integration (Customers, Products, Prices)functionality  Sales orders integration  Additional modules like: 41 o Magento integration3.3.4 In-Store merchandise and inventory managementOpenbravo for Retail enables Stores to perform all needed processes related to Merchandise andInventory Management,.Existing 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.3.3.5 Payments handlingOpenbravo POS and the Backoffice provide a complete functionality for managing payments.3.3.5.1 POS payments41 http://www.openbravo.com/product/exchange/modules/cleardrop-magento-connector© Openbravo Jan 2013 Release RMP19 Page 24 of 56
  25. 25. Openbravo for Retail  42Key Payment methods set up for each POS terminalfunctionality  Credit card payments (integration with external payment gateways)  Multiple payment methods in one ticket  43 Multi-currency payments and multi-currency change returns  44 Overpayments  45 Credit sales  Cancel payment  46 Configurable coins/banknotes panel  47 Pay with Gift cards and Gift VouchersCredit card payments are managed in conjunction with a multifunctional payment terminal, whichcommunicates 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 integrationwith the desired terminals or payment gateway will typically be needed. Note that card paymentsmust 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.42 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Payment_methods43 http://wiki.openbravo.com/wiki/Projects:MulticurrencyPayments/Functional_Documentation44 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Overpayment45 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Credit_Sales46 http://wiki.openbravo.com/wiki/Retail:Developers_Guide/How-to/How_to_create_a_new_coins_and_bank_notes_selector47 http://wiki.openbravo.com/wiki/Retail:Gift_Cards_and_Gift_Vouchers© Openbravo Jan 2013 Release RMP19 Page 25 of 56
  26. 26. Openbravo for Retail Screenshot 18 : Card payment example Screenshot 19: Ticket payment© Openbravo Jan 2013 Release RMP19 Page 26 of 56
  27. 27. Openbravo for Retail Screenshot 20 : Paying with a Gift Card Screenshot 21 : Applied Gift Card© Openbravo Jan 2013 Release RMP19 Page 27 of 56
  28. 28. Openbravo for Retail Screenshot 22 : Gift Card and Voucher details3.3.5.2 Backoffice paymentsOpenbravo simplifies and automates the business processes around the management of financialaccounts, from the receipt and issue of payment, to the reconciliation of those events with bankstatements. It is a complete payment management system that provides an enhanced userexperience, and fully automates and audits all payment and reconciliation processes.Key  Extensible payment methods 48functionality  Extensible matching algorithms  Bank file formats  Payment plan  Payment execution  Mass payments  Automated reconciliation  Payment report  Cash Flow Forecast Report48 http://wiki.openbravo.com/wiki/Financial_Management#Payables_and_Receivables_Management© Openbravo Jan 2013 Release RMP19 Page 28 of 56
  29. 29. Openbravo for Retail3.3.6 Cash operations at POS3.3.6.1 Cash management49The Openbravo POS user interface provides complete, easy to use functionality for managing cashmovements in the store, covering different situations like small payments (petty cashdisbursements), money retirement in a shift change, add change to the drawer, etc.Key  Cash withdrawals or deposits set up per terminal typefunctionality  Cash movement reasons  50 Cash management events  51 Print Cash Management report (printed or not by set up) Screenshot 23 : Cash Management Window3.3.6.2 Cash Up52By using the Openbravo POS user interface, Openbravo for Retail provides complete support forcashing up. Cash Up can only be processed online.Key  Step-by-step closing processfunctionality o 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 POS GUI gives the user a fast way of closing or voiding these tickets.49 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Cash_Management50 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#Cash_Management_Events51 http://wiki.openbravo.com/wiki/Projects:Print_Actions/User_Documentation52 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Cash_Up© Openbravo Jan 2013 Release RMP19 Page 29 of 56
  30. 30. Openbravo for Retail o 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 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 53 not by default . It is also possible to set-up whether one single invoice or one invoice per ticket will be created in the back- 54 office  55 Cash-up history per terminal, with the abilily to see all executed cash- ups, navigate to their recociliated movements and print the corresponding cash-up report Screenshot 24: Cash Up (End of Day) process53 http://wiki.openbravo.com/wiki/Projects:Print_Actions/User_Documentation54 http://wiki.openbravo.com/wiki/Projects:GenerateInvoices/Functional_Documentation55 http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Cash_Up_History© Openbravo Jan 2013 Release RMP19 Page 30 of 56
  31. 31. Openbravo for Retail Screenshot 25 : Cash Up history3.4 Enterprise management3.4.1 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 to 56hierarchically model organizations of arbitrary complexity, based on the Enterprise Model providedby Openbravo 3. The easy to use interface allows you to create new nodes (organizations), whichserve as the basis of the security model as well as the reporting model--with organization levelsummary 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  Store or Store Group setup. A Store Group can represent a sales region, 57functionality geographic zone, or whatever makes sense for your oganization  Store-Warehouse setup & rules (on-hand warehouses and priorities)  58 Pricing configuration , 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. o 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.56 wiki.openbravo.com/wiki/General_Setup#Enterprise_Model57 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#Add_Retail_Stores_to_the_Organization_Model58 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#Store_Pricing_Configuration© Openbravo Jan 2013 Release RMP19 Page 31 of 56
  32. 32. Openbravo for Retail  Assortment configuration, with the following rules: 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.  Default anonymous customer for no-named sales  Default customer configuration for new customer creation in POS  59 POS Terminal Type setup : o Used documents for sales, returns, quotations and reconciliation (when cashing up) o Supported payment methods, including detailed configuration for:  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  Cash Management options - ability to set up if cash drops or deposits are allowed, and tracking of cash differences 60 o Masterdata refresh policy (total or incremental)  61 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 types59 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#POS_Terminal_Type_window60 http://wiki.openbravo.com/wiki/Projects:SmartMasterdataRefresh61 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#POS_Terminal_window© Openbravo Jan 2013 Release RMP19 Page 32 of 56
  33. 33. Openbravo for Retail Screenshot 26: Organization window (form view) Screenshot 27: POS Terminal Type window© Openbravo Jan 2013 Release RMP19 Page 33 of 56
  34. 34. Openbravo for Retail Screenshot 28 : POS Terminal3.4.2 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  Track and manage employee information 62functionality  Track sales agent performance  63 Set up, calculate and payment of sales commissions (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: 64 o Human Resources and Payroll Management62 http://wiki.openbravo.com/wiki/Retail:Configuration_Guide#Add_Retail_Stores_to_the_Organization_Model63 http://wiki.openbravo.com/wiki/Commission© Openbravo Jan 2013 Release RMP19 Page 34 of 56
  35. 35. Openbravo for Retail Screenshot 29 : Employee Card Screenshot 30: Commissions Set Up64 http://www.openbravo.com/product/exchange/modules/sysfore-human-resources-payroll© Openbravo Jan 2013 Release RMP19 Page 35 of 56
  36. 36. Openbravo for Retail3.4.3 Financial managementThe financial management and accounting functionalities provided by the Openbravo for Retail 65solution, and based on the Finacial Management provided by Openbravo 3 , are designed tominimize manual or redundant data input, thereby freeing users from tedious, routine tasks andallowing greater focus on other, more value added tasks. This increase in productivity is due to thefinancial system acting as automated collector of all the relevant transactions generated from theother operational departments. This occurs in such a way that these activities are automaticallyreflected in the general accounting, and in the accounts receivable and accounts payable, as soonas they occur. Openbravo’s unique multi-schema accounting allows each activity to be reflectedfinancially in different ways, allowing multinational retailers to automate financial data collection tosupport both local and corporate reporting to easily meet diverse management, financial andregulatory compliance needs.Key  Accountingfunctionality o Chart of Accounts o Real-time evaluation of and reporting on current accounting data th o Fiscal calendar with 13 period o Period End Close Financial Accounting o Balance and Profit & Loss 66 o Deferred revenue and expenses  Managerial Accounting 67 o Accounting dimensions : operational, financial, analytical 68 o Product Costing  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 (flag at asset or asset group level)  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 numbers65 http://wiki.openbravo.com/wiki/Financial_Management66 http://wiki.openbravo.com/wiki/How_to_manage_deferred_revenue_and_expenses67 http://wiki.openbravo.com/wiki/ManualDoc:Common_OBConcepts%26Processes#Document-Accounting_Dimensions68 http://wiki.openbravo.com/wiki/Product#Costing© Openbravo Jan 2013 Release RMP19 Page 36 of 56
  37. 37. Openbravo for Retail o Support for multiple languages, defined at user level Screenshot 31: Cash Flow Forecast report exported to Excel Screenshot 32 : Store P&L© Openbravo Jan 2013 Release RMP19 Page 37 of 56
  38. 38. Openbravo for Retail3.4.4 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.Key  Files of any type may be attached to any transaction or entityfunctionality  Additional modules like: 69 o Enterprise Content Management , for the creation of document libraries and documents search Screenshot 33: File attachment3.4.5 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  Use of HTML or URL widgetsfunctionality  Embedded application Help  Additional modules like: 70 o FAQ Management , used in order to define a set of69 http://www.openbravo.com/product/exchange/modules/content-management/© Openbravo Jan 2013 Release RMP19 Page 38 of 56
  39. 39. Openbravo for Retail 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 ReadBy 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. Screenshot 34: Openbravo Workspace3.4.6 Customers Relationship Management (CRM)Openbravo for Retail provides a complete set of Customer Relationship Management (CRM)functionalities.Key  Customer information, including contact persons, addresses, paymentfunctionality 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  Additional modules like: 71 o SugarCRM integration70 http://www.openbravo.com/product/exchange/modules/faq-management/7171 http://www.openbravo.com/content/openbravo-sugar-integration© Openbravo Jan 2013 Release RMP19 Page 39 of 56
  40. 40. Openbravo for Retail Screenshot 35: Customer card Screenshot 36: Customer History (Orders, Shipments, Invoices)© Openbravo Jan 2013 Release RMP19 Page 40 of 56
  41. 41. Openbravo for Retail3.5 Retail IntelligenceOpenbravo for Retail uses and extends the standard Openbravo 3 reporting capabilities.3.5.1 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 Jan 2013 Release RMP19 Page 41 of 56
  42. 42. Openbravo for Retail Screenshot 37: Sales Dimensional Report3.5.2 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  Input parametersfunctionality  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: 72 73 o Zoho integration . Openbravo 3 integrates with Zoho Reports , for user friendly graphical business intelligence reports and dashboards.72 http://www.openbravo.com/content/zoho-reports-integration73 www.zoho.com/reports© Openbravo Jan 2013 Release RMP19 Page 42 of 56
  43. 43. Openbravo for Retail Screenshot 38: Zoho widget in the Workspace Screenshot 39: Zoho widget as a menu entry© Openbravo Jan 2013 Release RMP19 Page 43 of 56
  44. 44. Openbravo for RetailScreenshot 40 : Example of a Zoho Dashboard (not available out-of-the-box. Just an example of the Zoho integration possibilities)3.5.3 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.© Openbravo Jan 2013 Release RMP19 Page 44 of 56
  45. 45. Openbravo for RetailAdvanced grid  Column filtersfunctionalities o Regular column filters: These are fields that are empty by default 74include 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 41: Grid example74 http://wiki.openbravo.com/wiki/User_Interface_Introduction#Advanced_Grid_Functionality© Openbravo Jan 2013 Release RMP19 Page 45 of 56
  46. 46. Openbravo for Retail Screenshot 42 : Example of summary and grouping functions3.5.4 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 Jan 2013 Release RMP19 Page 46 of 56
  47. 47. Openbravo for Retail4 Technical characteristics4.1 Architectural overviewOpenbravo for Retail is designed to be platform agnostic and therefore runs on a wide range ofhardware and operating systems. Picture 3 : ArchitectureThere is one centralized, real-time database that serves both the Backoffice and the store-level POS 75GUI. The Openbravo instance (that manages this database) can be deployed in several ways .Terminals that are connected to peripherals such as printers, need to run a small web application, 76the so-called Hardware Manager (HWM) to control those. The HW Manager does not have an end-user GUI and runs in the background.4.2 Technical requirementsTo use the back office web interface of Openbravo 3 any modern office system would work. See the 77client section of the System Requirements for details on browser and network connectivity. As withmost web based applications, a faster CPU and lots of RAM makes the GUI snappier and morepleasant to use. Larger displays also make users more productive using wide grids, forms andmultiple tabs. Just to give an example: A computer with an i3 processor with 4GB RAM and displaywith a 1680x1050 resolution is a comfortable setup for the Openbravo 3 web client. The Openbravo3 web client runs on Windows, OS X and Linux alike.To use Openbravo POS there is a lot more to choose from. Openbravo POS runs on almost 78anything with a browser and connects to a wide variety of peripherals.75 http://wiki.openbravo.com/wiki/System_Administration_Guide76 http://wiki.openbravo.com/wiki/Retail:Hardware_and_Peripherals_Guide#The_POS_Hardware_Manager77 http://wiki.openbravo.com/wiki/System_Requirements#Client:_web_browsers78 http://wiki.openbravo.com/wiki/Retail:Hardware_and_Peripherals_Guide#On_what_hardware_do_I_access_Web_POS.3F© Openbravo Jan 2013 Release RMP19 Page 47 of 56
  48. 48. Openbravo for Retail5 Anexo: Some deployment scenariosOpenbravo for Retail is a modular and agile solution that can be adapted to different deploymentscenarios according to the retailer business and IT needs. Following examples show some of thetypical deployment scenarios.5.1 Scenario 1: Complete SolutionOpenbravo for Retail becomes the new retail management system both for headquarters and storeoperations. The standard functionality can be enhanced with additional commercial modules, inorder to provide a complete multichannel retail solution, as it is the case of an integration with an E-Commerce platform.5.1.1 Single-storeIn this case, with a single store, the deployment options are: 1) Openbravo instance: a. Internal : unique, deployed in the store b. External : unique, hosted, in the cloud or as an OnDemand service 2) Store: a. Openbravo POS running on each terminal, with option of having access to the Backoffice as well b. Additional work terminals with access to the Backoffice 3) Headquarters : the store itselfIn case of integration with an E-Commerce platform, this could be deployed following the sameoption than the Openbravo instance. In this case, a connector with this E-Commerce platform shouldbe also required.© Openbravo Jan 2013 Release RMP19 Page 48 of 56
  49. 49. Openbravo for Retail Picture 4: Complete Solution Scenario, single-store with the Openbravo instance in the store© Openbravo Jan 2013 Release RMP19 Page 49 of 56
  50. 50. Openbravo for Retail Picture 5: Complete Solution Scenario, single-store with the Openbravo instance in the cloud5.1.2 Multiple-storeIn this case, the deployment options are: 1) Openbravo instance: a. Internal : unique, deployed in the headquarters b. External : unique, hosted, in the cloud or as an OnDemand service 2) Stores: a. Openbravo POS running on each POS terminal, with option of having access to the Backoffice as well b. Additional work terminals with access to the Backoffice 3) Headquarters : a. Work terminals with access to the BackofficeIn case of integration with an E-Commerce platform, this could be deployed following the sameoption than the Openbravo instance. In this case, a connector with this E-Commerce platform shouldbe also required.It could be also possible to install Openbravo for Retail as an stand alone application on each store,by deploying the whole solution on each location.© Openbravo Jan 2013 Release RMP19 Page 50 of 56
  51. 51. Openbravo for Retail Picture 6: Complete Solution Scenario, multiple-store with the Openbravo instance in the cloud5.2 Scenario 2: POSUnder this scenario, the retailer has already a central management system, and is seeking forimproving the store operations and customer experience. In this case, Openbravo for Retail actsonly as the store system. Depending on the processes covered by the current cental managementsyste, the Backoffice can act only as an information aggregator and for the terminals set-up, sendingand/or receving information from the central system, or provide support for additional processes(store inventory, store replenishment…).5.2.1 Single-storeIn this case, with a single store, the deployment options are: 1) Openbravo instance: a. Internal : unique, deployed in the store b. External : unique, hosted, in the cloud or as an OnDemand service 2) Store: a. Openbravo POS running on each POS terminal, with option of having access to the Backoffice as well b. Additional work terminals with access to the Backoffice (limited scope depending on the central system responsibilities) 3) Headquarters : a. Work terminals with access to the Backoffice (limited scope depending on the central system responsibilities)The retailer will have a central system instance integrated with the Openbravo instance.© Openbravo Jan 2013 Release RMP19 Page 51 of 56
  52. 52. Openbravo for RetailIn case of integration with an E-Commerce platform, this will be usually with the central system, andtherefore a connector won’t be required. Picture 7: POS Scenario, single-store with the Openbravo instance in the store Picture 8: POS Scenario, single-store with the Openbravo instance in the cloud© Openbravo Jan 2013 Release RMP19 Page 52 of 56
  53. 53. Openbravo for Retail5.2.2 Multiple-storesIn this case, with multiple stores, the deployment options are: 1) Openbravo instance: a. Internal : multiple, one on each store b. External : multiple (one per store), hosted, in the cloud or as an OnDemand service c. Internal : unique, for all the stores, installed in some of them d. External : unique, for all the stores, hosted, in the cloud or as an OnDemand service 2) Stores: a. Openbravo POS running on each POS terminal, with option of having access to the Backoffice as well b. Additional work terminals with access to the Backoffice (limited scope depending on the central system responsibilities) 3) Headquarters : a. Work terminals with access to the Backoffice (limited scope depending on the central system responsibilities). In this case headquarters would access to each independent Backoffice. The aggregated information will be available in the central system.The retailer will have a central system instance integrated with each Openbravo instance.In case of integration with an E-Commerce platform, this will be usually with the central system, andtherefore a connector won’t be required. Picture 9: POS Scenario, multiple-store with the Openbravo instances in the stores© Openbravo Jan 2013 Release RMP19 Page 53 of 56
  54. 54. Openbravo for Retail Picture 10: POS Scenario, multiple-store with a unique Openbravo instance in the cloud5.3 Scenario 3: E-Commerce BackofficeThis is the case of an e-tailer, without physical stores. Openbravo for Retail would here only providethe Backoffice functionality, without the POS.In this case, the common situations would be: 1) Openbravo instance: a. Internal : in Headquarters b. External : hosted, in the cloud or as an OnDemand service 2) Headquarters: a. Work terminals with access to the BackofficeHow the E-Commerce instance is deployed, will be usually influence the way that the Openbravoinstance is deployed.© Openbravo Jan 2013 Release RMP19 Page 54 of 56
  55. 55. Openbravo for Retail Picture 11: E-Commerce Backoffice Scenario with the Openbravo instance in the cloud6 How to evaluate Openbravo for Retail? 79If you want to evaluate Openbravo for Retail, you can try it first by yourself in our online demo .If you want a deeper experience, it can be easily done through our free trial offer, an easy way toexperience the full power and flexibility of our product first-hand with your own data. Start with your 80free trial by following an easy three steps process .79 http://www.openbravo.com/resources/demo80 http://www.openbravo.com/es/professional-edition-trial© Openbravo Jan 2013 Release RMP19 Page 55 of 56
  56. 56. Openbravo for Retail7 About OpenbravoDownloaded more than 3.000.000 times, Openbravo is the world’s leading web-based open sourcebusiness application platform. Openbravo’s flagship professional edition is available exclusivelythrough the company’s global network of over 100 partners, who provide local expetise and rapid,cost-effective on-site implementation services. Openbravo partners also provide deploymentexpertise for Openbravo’s rapidly growing selection of the nearly 400 ERP modules that addlocalization and rich functionality to the core product. More than 6.000 organizations rely onOpenbravo, in more than 30 countries. Openbravo has offices in the U.S., Spain, and India.Are you interested in becoming a partner or affiliate of Openbravo? Please fill out our partner 81form .Are you evaluating our products for use in your company and have questions? Please fill out our 82customer contact form .For general information about our company, or articles or other press related materials pleasecontact : info@openbravo.com.81 http://www.openbravo.com/partners-apply8282 http://www.openbravo.com/form-customer© Openbravo Jan 2013 Release RMP19 Page 56 of 56

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