Webinar wholesale distribution (english) final

Openbravo solution for Wholesale Distribution

September 2011

Page 2Openbravo solution for Wholesale Distribution

IntroductionThe Wholesale Distributor in the Supply Chain

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.

WholesaleDistributorSupplier Customerdownstream…upstream…


IntroductionA simple SWOT analysis…

STRENGTHS

WEAKNESSES

OPPORTUNITIES

THREATS

• Business knowledge and experience

• Privileged position in the supply chain

• Operative costs• Low use of technology

(applications, web)• Low marketing investments• Need of professionalization

and training• Big distribution chains

• Value-added services• Collaboration• Access to new markets• New management models

• New competitors (suppliers, 3PLs)

• Demand unpredictability• Shrinking margins• Cost pressures• Regulatory pressures


Lowering working capital

Improve customer service

Increase transparency and accountability

Reduce operating costs and increase efficiency

Increase revenue

Continous innovation

Business process flexibility

IntroductionStrategy and Business Challenges

By strengthening their position with

suppliers

By creating a relationship

with customers

By maximizing the efficiency of

internal processes


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 operation


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 adoption


Openbravo for Wholesale DistributionSolution Brief

User Interface Business Scenarios

Planning Procurement Logistics Sales

Planning Procure-to-Pay

Supply Chain Execution

Order-to-Cash

Enterprise Management

Data Analysis


Openbravo for Wholesale DistributionSolution Brief . User Interface

Full web applicationWeb Browsers: Chrome, Firefox, Internet Explorer, Safari



Recent views

Recent documents

Widgets admin

Video content

Query widgets

Business Services embedding (Social

Networks, Feeds/RSS)

Openbravo Workspace



Mandatory Fields Navigable Fields

Expand, Close, Navigate

Top Navigation

Main (1st level) tabs

Toolbar

Message area

Status bar

Header form

Sections

Child (2nd level) tabs

Column filters

Child grid

Grandchild (3rd level) tabs

Form View

Grid View



Layout personalization button

User level personalizable layout

Full personalizable layout at user level


Openbravo for Wholesale DistributionSolution Brief . Business Scenarios

Suppliers Planning Procurement Logistics Sales Customers

Planning Procure-to-Pay

Supply Chain Execution

Order-to-Cash

Enterprise Management

Interoperability

Modularity

Unlimite

d Extensibility

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.

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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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

Purchasing Plan



Business Flows

Requisition to Order

Quotation to Order

Order to Receipt

Supplier Invoice to Payment

Supplier Return to Debit

Supplier Return to Replacement

Key features

Suppliers management

Purchase price lists management

Purchase discounts

Requisitions management

Purchase orders processing

Goods receiving

Invoice verification

Payment execution

Cross company purchase order processing

Quotation procurement

Internal procuremento Stock transfers

E-Commerceo Orders control

o Invoice control

o Vendor Managed Inventory (VMI)

Requisitions ManagementSuppliers ManagementPurchase OrderB2B Portal SetupVendor B2B ParametersPurchase Order PublishingVendor Managed Inventory

Replenishment Information

Grant access to portal

Pro

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Key features

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)

Alerts management


S

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Ord

er

to C

ash

Business Flows

Quotation to Order

Order to Shipment

Customer Invoice to Cash

Customer Return to Credit

Customer Return to Replacement

Key features

Customers management

Sales price lists management

Customer discounts

Quotations management

Sales orders management

Clone orders

Shipments management

Mass shipments creation

Mass invoicing

Debit /Credit demo processing

Prepayments

Period end closing operations (Intrastat…)

Credit management

Cross company sales order processing

Consignment

o Fill-up

o Issue

o Returns

o Pick-up

Kitting (BOM)

Commissions

Integrated with Openbravo POS Retail module

Customers ManagementMass Shipments CreationDunning configurationSales OrderConsignmentPrice ListsVolume DiscountsOffersSend by Mail


Business Flows

Period End Close to Financial Report

Bank Statement to Bank Reconciliation

Collections

Asset Acquisition to Dispose

Budget to Analysis

Key features Accounting

Balance and P&L

Accounts Payables/ Receivables:o Payment methods

o Matching algorithms

o Bank file formats

o Payment plan

o Payment execution

o Mass payments

o Automated reconciliation

o Payment report

Assets management:o Purchase

o Asset card creation

o Asset depreciation plan execution and posting

o Disposal

o Hierarchical tree

o To do list

o Appreciation, depreciation

Budget management Structure creation an initial import

Follow-up

Export/Import

VAT management

Human Capital Management common

Payment methodAssetsBudget


En

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Payment Report - FilteringPayment Report - Results


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

Openbravo for Wholesale DistributionSolution Brief . Data Analysis


Inplicit filters Column filtering and ordering Columns visibility Columns order and width

Freezing Columns Formula and Summary

Columns Export data

Openbravo for Wholesale DistributionSolution Brief . Data Analysis

Advanced Grid Functionality


Widgets

Role based URL, HTML, Query Workspace or Forms embedded Zoho integration

Openbravo for Wholesale DistributionSolution Brief . Reporting


Openbravo for Wholesale DistributionDeployment options

On Premise

Leverage your existing data center

Maximum control on

- Your hardware- Your network- Your management

Hosted

Leverage a third party data center

Best in class system management

Dedicated servers

Preserve relationship with existing hosting

providers

In the Cloud

Leverage a public cloud service like

Amazon EC2

Manage your business, not your servers

Fastest deployment option

Lowest initial cost – Pay as you go model

Flexible scaling

Single or multiple server architecture

Easy to maintain and Professionally Supported (Openbravo 3 Professional Edition)


Installed modules

Installation history

Admin console

Administration Console (appliance) Passwords Admin Network settings Back Up and Restore Settings

Module Management Installed modules Scan for updates Install/Uninstall modules Installation history

Administration options of Openbravo 3

Openbravo for Wholesale DistributionDeployment options


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 for Wholesale DistributionBenefits

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 chainexecution

• Global real time inventory visibility, with full multi-company/warehouse/location/bin capabilities across product lines, multi-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 organization

Enterprisemanagement

• 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.


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 Ecosystem


Openbravo for Wholesale DistributionQ&A

Questions ?


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 CanoConsulting Director

[email protected] and Skype : xplacesc

http://www.openbravo.com/product/erp/industry-spotlight/distribution/

http://www.openbravo.com/about-us/contact-us/

mailto:[email protected]