webinar wholesale distribution (english) final
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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…
Page 3Openbravo solution for Wholesale Distribution
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
Page 4Openbravo solution for Wholesale Distribution
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
Page 5Openbravo solution for Wholesale Distribution
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
Page 6Openbravo solution for Wholesale Distribution
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
Page 7Openbravo solution for Wholesale Distribution
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
Page 8Openbravo solution for Wholesale Distribution
Openbravo for Wholesale DistributionSolution Brief . User Interface
Full web applicationWeb Browsers: Chrome, Firefox, Internet Explorer, Safari
Page 9Openbravo solution for Wholesale Distribution
Openbravo for Wholesale DistributionSolution Brief . User Interface
Recent views
Recent documents
Widgets admin
Video content
Query widgets
Business Services embedding (Social
Networks, Feeds/RSS)
Openbravo Workspace
Page 10Openbravo solution for Wholesale Distribution
Openbravo for Wholesale DistributionSolution Brief . User Interface
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
Page 11Openbravo solution for Wholesale Distribution
Openbravo for Wholesale DistributionSolution Brief . User Interface
Layout personalization button
User level personalizable layout
Full personalizable layout at user level
Page 12Openbravo solution for Wholesale Distribution
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.
Page 13Openbravo solution for Wholesale Distribution
Openbravo for Wholesale DistributionSolution Brief . Business Scenarios
P
lan
nin
g
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
Page 14Openbravo solution for Wholesale Distribution
Openbravo for Wholesale DistributionSolution Brief . Business Scenarios
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
cu
re-t
o-P
ay
Page 15Openbravo solution for Wholesale Distribution
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
Openbravo for Wholesale DistributionSolution Brief . Business Scenarios
S
up
ply
Ch
ain
Ex
ecu
tio
n
Page 16Openbravo solution for Wholesale Distribution
Openbravo for Wholesale DistributionSolution Brief . Business Scenarios
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
Page 17Openbravo solution for Wholesale Distribution
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
Openbravo for Wholesale DistributionSolution Brief . Business Scenarios
En
terp
ris
e M
an
ag
em
et
Payment Report - FilteringPayment Report - Results
Page 18Openbravo solution for Wholesale Distribution
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
Page 19Openbravo solution for Wholesale Distribution
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
Page 20Openbravo solution for Wholesale Distribution
Widgets
Role based URL, HTML, Query Workspace or Forms embedded Zoho integration
Openbravo for Wholesale DistributionSolution Brief . Reporting
Page 21Openbravo solution for Wholesale Distribution
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)
Page 22Openbravo solution for Wholesale Distribution
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
Page 23Openbravo solution for Wholesale Distribution
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,
.
Page 24Openbravo solution for Wholesale Distribution
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.
Page 25Openbravo solution for Wholesale Distribution
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
Page 26Openbravo solution for Wholesale Distribution
Openbravo for Wholesale DistributionQ&A
Questions ?
Page 27Openbravo solution for Wholesale Distribution
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
xavier.places@openbravo.comTwitter and Skype : xplacesc
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