Openbravo - Human Resource Management - Qualian HRM User Manual

Contents

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

Openbravo Singapore Localization - GST

Qualian - Singapore Localization module - User Manual for GST


We have 2 reports related to GST .


1) GST FORM

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.

Download:

Openbravo Challenges - Define Sales price in a volatile market

Challenge(s):

• 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..)

Solution(s):

•   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

SCHEDULER RULE:

• 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.

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 Address, Edit 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.

http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Customer_address_management_and_assigning_to_a_ticket

Openbravo Retail : WebPOS Credit sales and collection

Credit sales functionality allows Openbravo WebPOS sales user to complete orders without paying and left it as credit based on customer credit limit/credit used.

To enable it, the POS Terminal Type must be configured.
Also, the Credit Line Limit of the Business Partner must be greater than zero.

If these two conditions are satisfied, a button with label Use Credit will appear in payments section.

Tap the button if the pending amount is wanted to leave as a credit. This process will check against the backend the available credit of the business partner. This quantity would be the difference between Credit Limit and Credit Used. If this amount is greater than the pending quantity of the sales order a confirmation popup will be shown. Pressing "Yes, use credit", the order will be processed. Pressing "Cancel", this action will be canceled.

On the other hand, if the outstanding amount exceeds the available credit, an information popup will be shown giving the information of available credit of the business partner, and it will not allow completing the order.

Source -http://wiki.openbravo.com/wiki/Retail:Web_POS_User_Guide#Credit_Sales

Credit Collection

Once Credit sales is done,customer used balance will be updated and system will ensure,customer is not exceeding his credit limit.Credit sales formula is  Credit Value <= Credit Limit - Credit Used.So customer need to pay outstanding amount(credit sales) in time(due date) to reduce credit used value.Currently Openbravo is allowing credit sales via WebPOS but we need to do credit collections via Back Office(limitation in WebPOS). So we faced following issues in implementation,

1.We need more Back Office licenses to do credit collection.

2.Retails user feels difficult to learn,access Back Office UI .End user feels,he need to do some additional work.

3.Time Delay.

4.In Truck sales,sales person is responsible for credit collection.So he need a option to do credit collection via WebPOS and the same need to be reflected in Cash Up process.

To overcome all ,we developed "Credit Collection" functionality in WebPOS. This functionality will allow user to do following operations in WebPOS.

1.Allow payment for credit sales.

2.Able to check receipt wise outstanding amount(credit sales) via separate menu.

3.Allow partial payment and leave remain as credit on existing credit sales receipts.

4.Credit payment amount update in Credit used value.

5.All payment methods are allowed to do payment for credit sales.

6.Allow Over payment(considered as tip and it won't be reflected in Credit Used)

Credit collection pop-up showing all outstanding receipt's(credit sales)

 

Partial Payment:
Selected Receipt VBS1/0000078 - 169.4 and doing a payment of 160 and leave remain 9.4 as credit.

After payment of 160,Outstanding amount updated as 9.4 for Receipt VBS1/0000078.

Over-Payment:
Allow user to pay 10 Euro against 9.4 Euro  and considered remain 0.6 Euro as TIP.

Credit collection menu and paid receipt is not showing now.(ensured)

If anyone interested in Openbravo Retail implementation or Openbravo Construction module MetR,please contact me via thirumalai@qualiantech.com

Qualian Technologies Pvt Ltd - Openbravo Certified Partnerhttp://www.qualiantech.com/qualian_openbravoindia_ERP_contact.php