Transcript Webinar Openbravo solution for Wholesale Distribution

Openbravo solution for Wholesale Distribution
September 2011
Introduction
The Wholesale Distributor in the Supply Chain
Supplier
upstream…
Wholesale
Distributor
downstream…
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.
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Introduction
A simple SWOT analysis…
S
W
TRENGTHS
• Business knowledge and
experience
• Privileged position in the
supply chain
O
PPORTUNITIES
•
•
•
•
Value-added services
Collaboration
Access to new markets
New management models
Openbravo solution for Wholesale Distribution
EAKNESSES
• Operative costs
• Low use of technology
(applications, web)
• Low marketing investments
• Need of professionalization
and training
• Big distribution chains
T
HREATS
• New competitors (suppliers,
3PLs)
• Demand unpredictability
• Shrinking margins
• Cost pressures
• Regulatory pressures
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Introduction
Strategy and Business Challenges
 Lowering working capital
By
strengthening
their position
with suppliers
By
maximizing
the efficiency
of internal
processes
By creating a
relationship
with
customers
 Improve customer service
 Increase transparency and
accountability
 Reduce operating costs and
increase efficiency
 Increase revenue
 Continous innovation
 Business process flexibility
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Introduction
Requirements 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 operation
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Openbravo Solution for Wholesale Distribution
Key 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 adoption
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Openbravo for Wholesale Distribution
Solution Brief
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Openbravo for Wholesale Distribution
Solution Brief . User Interface
Full web application
Web Browsers: Chrome, Firefox, Internet Explorer, Safari
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Openbravo for Wholesale Distribution
Solution Brief . User Interface
Recent views
Query widgets
Recent
documents
Widgets admin
Video content
Business Services
embedding (Social
Networks, Feeds/RSS)
Openbravo Workspace
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Openbravo for Wholesale Distribution
Solution Brief . User Interface
Top Navigation
Main (1st level) tabs
Toolbar
Message area
Status
bar
Form View
Expand, Close, Navigate
Header form
Mandatory Fields
Navigable Fields
Sections
Child (2nd level) tabs
Column
filters
Grid View
Child grid
Grandchild (3rd level)
tabs
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Openbravo for Wholesale Distribution
Solution Brief . User Interface
Layout personalization
button
User level
personalizable layout
Full personalizable layout at user level
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Openbravo for Wholesale Distribution
Solution Brief . Business Scenarios
Suppliers
Planning
Planning
Procurement
Logistics
Sales
Customers
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.
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Openbravo for Wholesale Distribution
Solution Brief . Business Scenarios
Purchasing Plan
Planning
Key features
 Purchase planning, keeping in mind minimum stock levels, goods receipts
dates, and pending requests
 Minimum stock per product (warehouse or bin level)
 Orders Awaiting Delivery report
 Shipments Awaiting Invoice report
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Openbravo for Wholesale Distribution
Solution Brief . Business Scenarios
Business Flows
Purchase
Vendor
Requisitions
Vendor
Suppliers
B2B
Purchase
Managed
B2B
Portal
Order
Management
Management
Parameters
Order
Setup
Publishing
Inventory
Requisition to Order
Quotation to Order
Procure-to-Pay
Order to Receipt
Supplier Invoice to Payment
 Invoice verification
Supplier Return to Debit
 Payment execution
Supplier Return to Replacement
 Cross company
processing
purchase
order
Replenishment Information
Key features
 Quotation procurement
 Internal procurement
 Suppliers management
 Purchase price lists management
 Purchase discounts
 Requisitions management
 Purchase orders processing
o Stock transfers
 E-Commerce
o Invoice control
o Vendor Managed Inventory (VMI)
 Goods receiving
Openbravo solution for Wholesale Distribution
Grant access to portal
o Orders control
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Openbravo for Wholesale Distribution
Solution Brief . Business Scenarios
Alerts management
Key features
Supply Chain Execution
 Warehouses and storage bins
 Stock products in multiple units
 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)
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Openbravo for Wholesale Distribution
Solution Brief . Business Scenarios
Business Flows
Order to Cash
Customers
Mass
Dunning
Volume
Consignment
Send
Shipments
Price
Sales
Offers
configuration
Discounts
by
Management
Lists
Order
Mail
Creation
 Mass shipments creation
 Mass invoicing
Quotation to Order
 Debit /Credit demo processing
Order to Shipment
 Prepayments
Customer Invoice to Cash
Customer Return to Credit
 Period end
(Intrastat…)
Customer Return to Replacement
 Credit management
Key features
 Customers management
 Sales price lists management
 Customer discounts
 Quotations management
 Sales orders management
 Clone orders
 Shipments management
Openbravo solution for Wholesale Distribution
closing
 Cross
company
processing
operations
sales
order
 Consignment
o Fill-up
o Issue
o Returns
o Pick-up
 Kitting (BOM)
 Commissions
 Integrated with
Retail module
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Openbravo
POS
Openbravo for Wholesale Distribution
Solution Brief . Business Scenarios
Business Flows
Payment
Payment
Payment
Report
Budget
Report
Assets
method
-- Filtering
Results
Period
End
Close to
o Mass payments
Financial
Report
Enterprise Managemet
Bank Statement to Bank
Reconciliation
o Automated reconciliation
o Payment report
 Assets management:
o Purchase
Collections
o Asset card creation
Asset Acquisition to Dispose
o Asset depreciation plan execution
and posting
Budget to Analysis
Key features
 Accounting
 Balance and P&L
 Accounts Payables/ Receivables:
o Disposal
o Hierarchical tree
o To do list
o Appreciation, depreciation
 Budget management

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
common
o Payment execution
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Openbravo for Wholesale Distribution
Solution 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 integration
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Openbravo for Wholesale Distribution
Solution Brief . Data Analysis
Advanced Grid Functionality
 Inplicit filters
 Column filtering and ordering
 Columns visibility
 Columns order and width
Openbravo solution for Wholesale Distribution
 Freezing Columns
 Formula
and
Columns
 Export data
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Summary
Openbravo for Wholesale Distribution
Solution Brief . Reporting
 Widgets
 Role based
 URL, HTML, Query
 Workspace or Forms embedded
 Zoho integration
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Openbravo for Wholesale Distribution
Deployment options
Single or multiple server architecture
On Premise
Hosted
In the Cloud
Leverage your
existing data center
Leverage a third
party data center
Leverage a public
cloud service like
Amazon EC2
Maximum control on
Best in class system
management
Manage your business,
not your servers
Dedicated servers
Fastest deployment
option
- Your hardware
- Your network
- Your management
Preserve relationship
with existing hosting
providers
Lowest initial cost – Pay
as you go model
Flexible scaling
Easy to maintain and Professionally Supported (Openbravo 3 Professional Edition)
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Openbravo for Wholesale Distribution
Deployment 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
Openbravo solution for Wholesale Distribution
Installation history
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Openbravo for Wholesale Distribution
Customer 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,
.
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Openbravo for Wholesale Distribution
Benefits
CAPABILITY
BENEFIT
User interface
• Highly productive
• Easy to learn, ensuring a rapid adoption
Planning
• Collaborate with business partners to plan for categories of products
• Plan future purchasing needs based on different inputs
Procure-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 levels
Supply chain
execution
• Global real time inventory visibility, with full multi-company/warehouse/location/bin capabilities across product lines, multidimensional 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 organization
Enterprise
management
• Easy financial management with fully integrated accounting to optimize cash management, reduce the financial period close, improve
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 organization
Data analysis
• Improved decision making
Maintenance
• 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.
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Openbravo for Wholesale Distribution
Why 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 Ecosystem
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Openbravo for Wholesale Distribution
Q&A
Questions ?
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Thank you very much for your attention.
For additional information, please visit our website Distribution section:
http://www.openbravo.com/product/erp/industry-spotlight/distribution/
Contact information : http://www.openbravo.com/about-us/contact-us/
Xavier Places Cano
Consulting Director
[email protected]
Twitter and Skype : xplacesc
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