Thursday, July 24, 2014

Openbravo - metR - Web based construction ERP

Designed for today’s challenging environment, metR helps Construction businesses operate more efficiently and improve profitability.

metR ERP is specifically designed to optimize the way a construction company operates in order to ensure continued success even as the company changes and grows. Using metR ERP, your organization can combine several functions into a logical, integrated system that facilitates the flow of information across your organization. metR ERP is designed using a centralized database that facilitates the modelling and automation of basic processes across your organization, eliminating the need for disparate systems maintained by
various units of the organization. metR allows you to control and access data in real time,helping you maximize your profits through better budget and schedule management while reducing the risks of duplicating or losing data entries. We streamline the management processes to provide you with the accurate information you need to assume full control of your day-to-day operations.

Key Features
  • Tender Management
  • Role based Workflow Approval support
  • Project Estimation
  • Contract Management
  • Project Planning & Budgeting
  • Project Execution & Monitoring
  • Progress Billing Management
  • Construction Payroll
  • Labour Management
  • Inventory Management
  • Procurement Management
  • Tools & Equipment Management
  • Breakdown/Preventive Equipment
  • Maintenance
  • Accounting
  • Executive Dashboard, Widgets
  • Business intelligence / Reports
  • Document Management / Attachments
  • Sub-Contractor portal
  • Vendor portal

metR key Components and their Features

Construction Master Setup
  • Multilevel Material Categories and Material management. Virtually it supports 
    unlimited levels.
  • Multilevel Equipment Categories, Equipment Type, Equipment and Attachment 
  • Tools Categories and Tool management.
  • Bill of Quantities (BoQ) template management which will be used for project estimation,
    planning and budgeting. Each BoQ will have any one or more of the 5 components 
    below in its definition.
    1. Labour
    2. Material
    3. Equipment
    4. Tools
    5. BoQ
  • Expense Type Management for effective Petty Cash Management for the Projects.
  • Holiday Calendar definition for organization’s public and private holidays.
  • Indirect Cost Category and Indirect Cost Element Management

Monday, July 21, 2014

Openbravo - Human Resource Management - Qualian HRM User Manual


1.0 General Setup
  • 1.1 Holiday Calendar
  • 1.2 HR Calendar

2.0 Company Setup
  • 2.1 Company
  • 2.2 Company Holiday Calendar

3.0 Employee Setup
  • 3.1 Designation
  • 3.2 Working Hour
  • 3.3 Department
  • 3.4 Employee Contract
  • 3.5 Employee
  • 3.5.1 Employee Tab
  • 3.5.2 Employee Identity
  • 3.5.3 Qualification
  • 3.5.4 Certifications
  • 3.5.5 Skills
  • 3.5.6 ID Card
  • 3.5.7 Experience
  • 3.5.8 Dependents
  • 3.6 Employment
  • 3.6.1 Employee
  • 3.6.2 Department
  • 3.6.3 Designation
  • 3.6.3 Asset
  • 3.6.5 Memo
  • 3.6.6 Benefits
  • 3.6.7 IT Declaration
  • 3.6.8 Payroll

4.0 Leave Management
  • 4.1 Leave Type
  • 4.2 Designation-Leave Type
  • 4.3 Leave Request
  • 4.4 Approval Delegation
  • 4.5 Leave Request Approval
  • 4.6 Close Leave Year

5.0 Shift Management
  • 5.1 Shift Definition
  • 5.2 Designation - Shift Assignment
  • 5.3 Shift Roster

6.0 Memo Management
  • 6.1 Memo Setup
  • 6.2 Issue Memo

7.0 Benefits Management
  • 7.1 Medical Insurance Upload

8.0 IT Declaration

Wednesday, July 16, 2014

Openbravo Singapore Localization - GST

Qualian - Singapore Localization module - User Manual for GST

We have 2 reports related to GST .


2)  GST Grouping Details

Let's see how to generate these reports.

We have 3 windows related to GST

1)     GST Form Setup

2)     GST Form

3)     GST Form History

1)  Initially configure the GST Form Setup

Navigate to Financial Management >> GST FORM >> GST Form Setup

GST Form Settings – Required for generating GST Form

Standard Tax : Business Partner Tax Category for Standard rate supplies Zero Tax : Business Partner Tax Category for Zero rate supplies
Exempt Tax : Business Partner Tax Category for Exempt rate supplies

Tax Payment Settings – Required for integrating GST form with Openbravo's Tax Payment

Business Partner : Business Partner record for IRAS Currency : Currency of the Client

General Ledger : General Ledger of the Client .

Sales Tax Register : Sales Tax register for recording sales related taxes in Tax Payment. Purchase tax Register : Purchase Tax register for recording sales related taxes in Tax Payment.

Note :

1) Only one record should be available in GST FROM Setup .

2)     Business Partners will be considered only if they are associated with any one of the tax selected in the Setup window . (Standard Tax , Zero Tax , Exempt tax )

2) Generate GST Form

Navigate to Financial Management >> GST FORM >> GST Form

Organization : select Organization to which GST Form should generate . (Invoice Organization) From Date : From Date of the GST Form (Invoice Date)

To Date : To Date of the GST Form (Invoice Date)

Click “Pdf Report” button to generate the report .

3) GST Form print will create a record in GST Form history .

GST Grouping Details report will be printed from the GST Form History window .

Navigate to Financial Management >> GST FORM >> GST Form History

Click the print icon to generate Grouping Details Report .

You can see all the invoice,tax details which are used to generate above reports in Tax Payment window.


Monday, May 26, 2014

Openbravo Challenges - Define Sales price in a volatile market

  • In Wholesale Fresh and Frozen meat business,market is volatile and product price will fluctuate everyday from -25% to +25% based on supply/demand.
  •  It's difficult or practically impossible for a manager to revise price/price-list every-time based on purchase. Why don't we let system to derive prices automatically? Is it possible?
  •  Sales man should know price limit,sales price,market price to tackle bargain.
  • System should throw alert if any product sales price is less than product cost and system should notify the same to manager.
  • In some cases,manager need permission to overwrite sales prices defined by system.
  • Don't show product if it's not active in sales.(Stock not available,Inactive Brand,etc..)

  •   Used price-list schema and derived profit margin(list price,unit price)(user configurable) (i.e 2% - 4%)
  • Mapped pricelist schema with pricelist and applied check boxes "Enforce Price Limit","Price List based on Cost"
  • Wrote a new scheduler to create product prices based on pricelist schema.
  • Created a new tab "Warehouse" under pricelist to know about stocked products.
  • Enabled existing feature "Enforced Price Limit" and updated.
  • Created an alert and scheduled email to notify manager ( every 5 minutes).
  •  Added check box "Is Manual" to override product price
  • Remove all not stocked products from pricelist - product price.
  • Confirmed/added all stocked products from price list - product price.
  • Use Product cost "COSTING" and update all products price limit,price list and Sales price
  • If product cost not found(i.e new product,cost not calculated),scheduler will use last purchase price as COST.
  • Throw an alert if product list price,sales price is zero.
  • Scheduler will ignore product types "Service","Expense" and "Resource"
  • Scheduler will ignore products,if "Is Manual" is checked.

Thursday, April 10, 2014

Openbravo WebPOS - Customer address management

Contributed by Qualian Technologies (P) Ltd.

Customer address management and assigning to a ticket

Once customer is selected, system will automatically fetch default address and assigning it to ticket. If customer have multiple address, this can be changed by tapping the customer address button at the top of the ticket (next to customer name) which launches a address picker dialogue where a required address can be selected.
In this modal window, customer address are loaded automatically, which is read only at first. Tapping a address will get assigned to actual ticket. If customer have too many address, we can able to search customer address by name, filling the input text and pressing the magnifying glass button. Choosing New Address, new address can be added. Using the Edit Address, the address can be modified. The Assign to receipt button in New AddressEdit Addresswhich helps us to assign customer and address automatically to receipt after add new or edit address, without returning back to address menu.
To create a new customer address from menu:
  • Select Customers option in the menu.
  • Search and select customer which requires new address.
  • Tap Edit/New Address button in Customer Details popup.
  • Tap the NEW in the top left corner to add new address.