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.



Thursday, August 15, 2013

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  


Sunday, August 4, 2013

Openbravo Retail : WebPOS Price Limit Validation

Openbravo for Retail offers a complete functionality for multichannel retailers, from Sales and Customer Relations to Finance and Operations. Its HTML5 web POS can be run on modern tablet devices, helping to improve dramatically the employees productivity and customer buying experience.

However, Openbravo for Retail is not only intended for pure retailers. Are you a distributor who is struggling with your mobilized sales force? Do you have trucks, and lack of complete control over their inventory levels in order to ensure they can fullfill all orders? Do you want to provide your drivers with a powerful tool that helps them to avoid data entry errors, improve your data quality and therefore provide support for a better decision making process?
If you have answered positively to some of these questions, Openbravo for Retail is also a solution for you !.
More Info @ http://planet.openbravo.com/?p=52313

We deployed Openbravo WebPOS in Truck sales for Wholesale & Retail distribution.So truck sales man face bargain and require option to change price. Normally Sales man will reduce price based on number of quantities,Customer relationship.This is fine but company want to ensure,sales man should have a limit for every product and system shouldn't allow any sales beyond that.So we utilized "Price Limit"  in pricelist and created a new module "WebPOS Price Limit Validations".
 
Case - 1:
Sales man requires price edit option and the system shouldn't allow any sales,less than product price limit.  
i)Add preference "Web POS action Change price" to "Y"
ii)Add preference(new) "Web POS Enforce Price Limit" to "Y"

Case - 2
Sales manager requires price edit option and the system shouldn't restrict sales based on price limit.
i)Add preference "Web POS action Change price" to "Y"
ii)Add preference(new) "Web POS Enforce Price Limit" to "N"

It's possible to set preference based on role,user.
http://wiki.openbravo.com/wiki/Preference 

 Example(case - 1): 1)Avalanche  Transceiver ,selling price is "150.5"  & Price Limit is "135.45"




2) Sales man selected  "Avalanche Transceiver" for sales.



3) Sales man changed price to "125" and got warning from system with detailed information.


4) Once user clicked okay or closed popup,selling price updated back to last value.


What's Next:

Price Limit validation override for certain products.Allow user to sell some products without any price limit(products going to expiry soon) and remain products with Enforce Price Limit(with Validation).New rule logic is product+role, product+user.

We released this module in Openbravo forge as Free Commercial Module(can only be used by Retail - Professional instances)

http://centralrepository.openbravo.com/heartbeat-server/org.openbravo.forge.ui/sso/ForgeModuleDetail?moduleId=041E19607D5B42A7901E26115948A2E9






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 Partner
http://www.qualiantech.com/qualian_openbravoindia_ERP_contact.php 





 

Tuesday, July 16, 2013

Openbravo WebPOS - Android - Mobile Bluetooth printer

Openbravo for Retail offers a complete functionality for multichannel retailers, from Sales and Customer Relations to Finance and Operations.  HTML5 web POS can be run on modern tablet devices, helping to improve dramatically the employees productivity and customer buying experience.

However, Openbravo for Retail is not only intended for pure retailers. Are you a distributor who is struggling with your mobilized sales force? Do you have trucks, and lack of complete control over their inventory levels in order to ensure they can fullfill all orders? Do you want to provide your drivers with a powerful tool that helps them to avoid data entry errors, improve your data quality and therefore provide support for a better decision making process?

If you have answered positively to some of these questions, Openbravo for Retail is also a solution for you !. 

Please read more about  simple business scenario in following link, Openbravo for Retail for Wholesalers with mobile sales

 Do you need to provide a receipt for the mobile sales transaction? The best option in this scenario would be to use a bluetooth printer.Currently Openbravo is not supporting blue-tooth receipt printer.As I mentioned in my last post,we successfully printed Invoice receipt from Android device via Bluetooth(using our own Android Hardware Manager).

http://www.thirumalaik.blogspot.com/2013/06/openbravo-retail-webpos-varaiable.html

We tested this application in "Samsung Galaxy Tab 2" with "Zebra ez320" blue-tooth printer.We hope this application may support all Android devices and blue-tooth printers(If Android driver's already exists ).

I attached some sample screen-shots below. 


Application Homepage
 



Adding all available Printer's 


Listing Printer's:


Printer Information:


Mark Printer as default for seamless printing



Harware Manager running in Background:


Hardware Manager - Test


Openbravo WebPos Ticket


After payment ,Hardware Manager showing print options,




Now,we are testing our application with various Hardware's and we are planning to release this application in Google Play,free of cost :)
Very soon,we will release a video about Android mobile blue-tooth printer from our Retail - Hardware labs section.
If you are interested,please drop me an email ,thirumalai@qualiantech.com. I will provide application apk file(POSHardwareManager.apk) for Testing.

If anyone interested in Openbravo retail implementation,please contact us via http://www.qualiantech.com/qualian_openbravoindia_ERP_contact.php



 




Tuesday, June 25, 2013

Openbravo Retail WebPOS - Variable measure Barcode,Bluetooth Printer

Variable measure Barcode:

Openbravo WebPOS cannot read a variable EAN code that includes information about Item in different format according to GTIN specification. For example an EAN barcode may or may not include product price,product weight. In either case Openbravo WebPOS should be able to find the correct product and price/weight from Barcode.

Since Openbravo WebPOS doesn't support  variable measure barcode,we had to do a customization to support it.In our customers case,we have followed
the following format to support the barcode which contains Product code EAN and price/weight.
1-2(identify price(11)/weight(10)) // 3-7 digits product code EAN // 8-12 digits price or weight // 13 check sum

Barcode Implementation with Product code and Price/Weight:

The below example illustrates,how we were able to achieve the barcode Implementation which includes price of the product/weight of the product.
 
Product code for Chicken is 05187.


 Product Code for Tomato is 02398.





Retail store  purchased a bulk quantity of chicken, cleaned and packed into small bags.obviously weight will vary for every bag.So we need to bill based on weight and price need to be fetched from DB.Note:chicken price may vary everyday.We used Electronic Label Printer Scale + Barcode Weighing Scale and pasted barcode label on packet.This label have information of Product Name,packed date,Expiry date,etc.

In Billing counter,system will read this barcode and identify weight/product and fetched price from database.In our example,system red Barcode 1001587002505 and identified product as Chicken,quantity as 2.5 . System fetched price 36.50 from database and updated line net price as '701.25' (2.5*36.50)





In Saudi Arabia,people loved to select fruits and vegetables on their own(need to be weighed). Weighing is a time consuming process in final bill counter,so we placed an separate "Electronic Label Printer Scale , Barcode Weighing Scale" for weighing purpose(to speed up process,one weighing machine for every category). This machine is printing a label bar-code along with product name,weight,price per kg,packed date (information for customer) based on defined format and we pasted it on bag cover.

In Billing counter,system will read this barcode and identify price/product based on it. Based on Barcode 1102398005755,system identified product as Tomato,price as 5.75 and skipped the logic of fetching price from database.





Your customers are the reason your company exists: serving and retaining them is essential - Being Human is Good Business by Kristin Smaby
Very soon,we will release a video about variable measure barcode from our Retail - Hardware labs section.

What's Next?
A challenging task of Printing receipts via Bluetooth receipt printer from an Android tablet.We used printer "Zebra ez320" and successfully printed sample receipt without Hardware manager.Now,we are creating our own Hardware Manager for Android.Will get you soon with positive results.

Saudi Arabia - Retail Localization module
We created a Localization retail module for Saudi Arabia including all receipt's ,GS1 rules and barcode label printing.We removed all tax related information from display and also in Receipt .In addition to that,we printed Arabic product names along with English names in all receipt's.

If anyone interested in Openbravo retail implementation,please contact me via thirumalai@qualiantech.com
http://www.qualiantech.com/qualian_openbravoindia_ERP_contact.php

Qualian Retail RoadMap;
1.Employee Login Authentication via magnetic card reader.
2.Saudi Arabia - Payment gateway Integration
3.Variable measure barcode - User configurable screen
4.GS1 Integration (identifying Vendor and products)
5.Truck Sales - Hardware solution( Tablet/Mobile + Blue tooth printer + Blue tooth bar-code scanner)

Reference;
1.http://wiki.openbravo.com/wiki/POS_-_Reading_variable_measure_barcode