0. Master Data Management

Products, components, bills of materials, customers, vendors, employees etc.

The correct management of the master data of your company (products, customers, vendors, etc.) is a fundamental aspect for guaranteeing the coherence and tracking of processes. Maintaining exclusive coding, avoiding duplications, and sharing the relevant information among all areas of your company is one of the challenges faced today by all types and sizes of organizations. Openbravo helps you to organize and centralize the key data of your company, facilitating the rapid and easy flow of information among all areas implicated in different company processes.

• Products and Components.
  • Product categories.
  • Product indexes: product types (item, service, cost), with specialized management for each. Particular warehouse management definition for each product (management of stock, tracking ability). Characteristics. Product images.
  • Measurement units, conversion between units, variable weight units.
  • Materials lists (products made up of others).
  • Vendors by product.
  • Price lists. Definitions of rates with differentiation (for example, from sales rates to purchasing rates). Automatic process of generation of rates.
  • Rates. Price rates, applicable prices, price limits, specialized rules for applying prices to purchasing and sales.
  • Freight categories.
  • Transportation services (integrated with business partners).
  • Substitute products.
• Business Partners.
  • Customers, vendors, employees. Functions characterized by internal use (delivery/receipt of material, invoicing, collection, social direction, others). Contacts associated with direction. Third party grouping. Areas of interest (for commercial analysis).
  • Customers. Sales rates. Invoicing method (immediate, delivery notes served, order completely delivered, periodical). Payment forms and terms (conditions of payment). Printing format and number of documents discernable by customer. Permitted risk (credit).
  • Vendors. Prices and discounts. Form and period of payment (conditions of payment).
  • Employees. Related with customer agent.
  • Groups of business partners (segments or categories).
  • Payment Terms (expiration dates, fixed payment days, working days, multiple expiration dates).
  • Periodic invoicing calendars (monthly, fortnightly, weekly), with cut-off dates for each case. Possibility of mixed use calendars.
  • Purchasing and volume sales discounts. Relation of articles, scalable discounts.
  • Sales channels (sales representatives, telesales).
  • Areas of interest.
  • Third party activity reports.
  
  

1. Procurement Management

Rates, purchase orders, goods receipts, invoice registration and accounting, purchase planning, etc.

Openbravo’s handling of the flow of supply guarantees the integrity, tracking, and homogeneity of the entire process. Each document in the supply process is based on the information contained in the previous document, so that repetitive introduction of data and human errors are avoided. In this way, it is possible to navigate through different documents that conform to a determined flow (order, goods receipt, invoice, payment) and know in real time the state of any given order (pending, delivered, partially delivered, invoiced, etc). The natural integration of this process with accounting guarantees that the finance department always has up to date and reliable data at its disposal.

• Purchase planning, based on production necessities, keeping in mind minimum stock levels, goods receipts dates, and pending requests.
• Purchase orders. Rates applications: prices, discounts and price limit controls. Warehouse control of goods pending receipt. Correction of orders. Creation of purchase orders from sales orders. Refunds to the vendor.
• Receipts. Automatic creation from pending order lines. Automation of incoming goods (location according to priority). Refunds to the vendor (according to stocks). Cancellation of delivery notes.
• Purchase invoices. Application of rates: prices, discounts and control of price limit. Automatic creation from order lines or delivery note lines pending invoicing. Invoicing of goods processed in consignment. order. Cancellation of invoice (leaving pending for invoicing the associated documents).
• Relationship between orders, delivery notes and invoices.
• Expense Invoices.
• Massive printing of documents.
• Purchasing order reports, vendor invoices.

2. Warehouse Management

Warehouses and bins, warehouse units, lots, serial numbers, packages, labels, receipts and deliveries, movements between warehouses, inventories, stock valuation, transport, etc.

The warehouse management processes built into Openbravo allows the inventory in your organization to always be up to date and correctly valued. The possibility of defining the warehouse structure of your organization to unit level (storage bins) facilitates the exact localization of your stock at any time. Additionally, the capacity for managing product lots and the possibility of using serial numbers assure compliance with the tracking requirements imposed by the majority of industries.

• Warehouses and storage bins (multiple warehouse use available).
• Stock products in multiple units (for example in kilograms and boxes).
• Personalized product attributes in the warehouse (color, size, quality description, etc.).
• Lot and serial numbers.
• Printing of labels. Barcodes (EAN, UPC, UCC, Code, others.).
• Management of bundles in warehouses.
• Restocking control.
• Traceability configurable by product.
• Movement among warehouses.
• Picking strategies (according to stock, with rules of priority by expiry, location, etc.).
• Physical inventory. Inventory planning. Continuous inventory.
• Reports of movements, tracking, stock, arrivals/departures, expiry, inventories, locations, etc. Personalized reports.