Monday, May 26, 2014

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.





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