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Openbravo POS Edition

Openbravo POS Edition is the exclusive commercial offering of Openbravo, the world's
leading web-based open source ERP company. Available through Openbravo Business
Partners on a subscription basis, Openbravo POS Edition provides a unique value
proposition: a fully-supported, modern ERP with an integrated catalog of high quality
commercial and open source modules available on Openbravo Exchange.
Companies seeking business agility are finding it through Openbravo POS Edition, the
POSly-backed, web-based ERP that is cost-effective to acquire, operate, adapt, and upgrade.

Functionality
Openbravo ERP has been designed with broad business functionality to help businesses
improve overall performance. It is based on a single, integrated database model covering all
key application areas of a complete business management system, including seamless
integration to Point of Sale (POS).

Click on each section for a detailed explanation.

Cross-application Functionality
Usability, security, ease of integration

Openbravo ERP's comprehensive business functionality is implemented on top of the robust

Openbravo ERP Platform, which provides an equally strong set of cross-application
functionality. The core functionality provided by the platform ensures a consistent and
productive end user experience, while also meeting key IT needs in the areas of security and
integration:

Usability

 Configurable main menu

 Configurable language for each user

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 Programmable alarms by specific user role or user
 Keyboard navigation for faster operation
 Skinable user interface
 Integrated on line help
 Possibility to attach documents, images or files to any register in the application
 Navigable network of information (history, related documents, etc.)
 Output of reports in multiple formats: .html, .pdf, and .xls
 Configurable filters and flexible record sorting
 Embedded selectors in the forms for the most used entities (products, business partners,
accounts, projects, orders, invoices...)
 Configurable batch processes of tasks that can be scheduled on specific times

Security

 Access levels defined per user based on roles.

 Auditing for each transaction.
 Support for secure connection over https.

Integration

 Support for CAS based single sign on.

 Simple integration with other applications through REST web services, easily supporting
SOA strategies.
 Pre-integrated with Openbravo POS.

• Are you a small to mid-sized business looking to achieve a sustainable competitive

advantage with a modern, web-based business management system that will grow
with you? Contact us now.

Why is Openbravo POS Edition better?

Small and mid-sized business owners and executives approach Openbravo to address a
number of common problems that other systems do not effectively solve.
Having difficulties finding a flexible, web-based ERP with broad, standard functionalities?
Solve with a comprehensive, truly integrated ERP
Do you have needs that are not accommodated by the standard ERP functionality? Solve
with packaged modules or simple customizations
Do you plan to grow your number of users, offices, countries or to share data with business
partners? Solve with scalable, flexible architecture
End users frustrated by inflexible legacy client-server systems? Solve with modern native
web architecture
Tired of high upfront software costs, complex pricing spreadsheets, and irritating
negotiations? Solve with Openbravo!

• Are you a small to mid-sized business looking to achieve a sustainable competitive

advantage with a modern, web-based business management system that will grow
with you? Contact us now.

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Openbravo ERP : Master and Data Management

Reduce errors, centralizing data in a single, shared

repository

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 ERP 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.

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• 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.

Openbravo ERP : Procurement Management

Minimize acquisition costs, maximize supplier

collaboration

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Rates, purchase orders, goods receipts, invoice registration and accounting,

purchase planning, etc.

Openbravo's procurement module puts you in control of your supply chain, with
streamlined functionality to minimize acquisition costs and optimize
collaboration with your trading partners. Fully integrated with Financial
Management & Accounting and Warehousing, this module allows you to:

• Maximize cash flow by standardizing and automating AP processes.

• Reduce inventory and distribution costs, while maintaining high service
levels.
• Share inventory and usage information with suppliers through secure role-
based browser access, and easy web services integration.
• Control employee purchases through centralized web-based requisition
management.

• Integrate warehouse processes to reduce waste, errors, and cycle times.

• Respond quickly to inventory shortages, supply changes, and shipment
delays.

Openbravo ERP's end-to-end handling of the flow of supply guarantees the

integrity, tracking, and consistency of the 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

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department always has up to date and reliable data at its disposal. Key
functionality includes:

• Purchase planning, based on production necessities, keeping in mind

minimum stock levels, goods receipts dates, and pending requests.
• Support for purchase requisitions for centralized purchase management.
• 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.

Openbravo ERP : Warehouse Management

Optimize inventory and customer satistfaction

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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 ERP 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.
• 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.
• Integrated with Openbravo POS
o Synchronization and control of the stock in the shop floor

Openbravo ERP : Sales and Customer Relationship

Management

Drive profitable client interactions

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Prices, rates, varying quantity sales orders, shipments, invoicing, volume

discounts, commissions, CRM, etc.

The functionality of Openbravo ERP in the Sales Management module is

expressly designed with the objective of allowing maximum flexibility and
adaptability in its execution, needed in any commercial process. It is possible
to link documents (orders, shipments, invoices) in any order that the company
requires or even disregard any one of these that is not necessary. All this is
achieved without sacrificing the coherence and integrity of information and
guaranteeing the tracking of processes. The capacities of integration with order
capture systems by PDAs extend the potential of the solution beyond the
physical limits of the particular company.

For multi-store retailers, the system can be seamlessly integrated with

Openbravo POS.

• Sales areas.
• Sales orders. Direct sales. Pre-sales. Telesales. Rate applications: prices,
discounts and price limit controls. Reserves of goods in warehouse for
unprocessed orders. Notification of customer risks. Correction of orders.
• Types of order documents: estimations (with and without reserves of
goods), standards, warehouses (automatic delivery note generation),
Points of sale (automatic generation of delivery note and invoice).
• Delivery note. Automatic creation from pending order lines. Automation of
the outgoing orders (according to stocks, with rules of priority by expiry,
location, etc). Cancellation of delivery notes.
• Automatic generation of delivery notes.
• Invoicing process. For all types of invoicing: immediate, delivered goods,
order completely delivered. Periodically, (weekly, fortnightly, monthly).

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• Invoice registration. Rate applications: prices, discounts and price limit
controls. Automatic creation from order lines or delivery note lines of
delivery notes pending of being invoiced. Notification of customer risks.
Invoice cancellation (leaving associated documents pending invoice).
• Massive printing of documents (orders, delivery notes, invoices), with
individual selection criteria for the user.
• Possibility of the creation of documents in any order and to disregard
documents not required (Order-Delivery note-Invoice; Order-Invoice-
Delivery note; Delivery note-Invoice; Invoice).
• Commissions.
• Reports of orders, sales order supplied, delivery notes, invoices, orders not
invoiced, details of invoicing.
• Integrated with order capture systems by (palm and pocket PC).
• Standardized customer information (360° vision).
• Management of requests. Integration with E-mail.
• Integrated with Openbravo POS
o Centralized management of price lists
o Synchronization of daily in-store sales

Openbravo ERP : Financial Management and Accounting

Be in control of your finances top to bottom

Chart of accounts, accounts, budgets, taxes, general accounting, accounts

payable, accounts receivable, bank accounting, balance sheet, P&L, fixed assets,
etc.

The financial management and accounting functionalities provided by Openbravo

ERP are designed to minimize manual data input on behalf of the user, thereby

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freeing them from tedious, routine tasks and allowing greater focus on other,
more value added tasks. This increase in productivity is due to the financial
department acting as collector of all the relevant actions generated from the
other management departments. This occurs in such a way that these have an
automatic reflection in the general accounting, in the accounts receivable and
accounts payable as soon as they are produced.

Accounting Solution

 Default charts of accounts

 Definition of charts of accounts

 Fiscal year and year to year management

 Budgeting

 Tax categories

 Tax brackets. Determining flexible taxes based on regions, products, or

business partners

 Linked accounting. Direct navigation from accounting entries to documents

and vice versa

 Manual entries. Enty rates

 Journal entries

 Trial balance

 General ledger

 P&L statements (income statements)

 Balance sheets

 General accounting plan statements

 Standard OFX module

 Accounting tabs for transactions module

 Custom accounting

Receivables and Payables

 Generation of debt payments (from invoicing)

 Issue of debt payments

 Management (cancellation, merging and division) of accounting documents.

Remittances (according to bank records)

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 Issue of cash accounts. Multi-cash account

 Cash account journal (cash audit). Cash account entries by type Expenses,
Receipts, Balance, Deposits, Bills, Order (for cash payment on delivery note:
possibility of recovering expenses before invoicing. Automatic generation of
entries for cash payments and payments on delivery note

 Bank statements. Portfolio issues selection assistant

 Manual liquidations. Other expenses (payroll, taxes, etc.)

 Cash account reports, bank, debt payments by position

 Advanced Payables and Receivables Management module

 Credit management - Dunning module

Assets

 Definition of the assets, fixed assets, acquisition price, and accounting

valuation

 Temporary or percentage based amortization

 Amortization plans

 Advanced asset management module

Internationalization

 Support for multi-currency

 Support for multi-schema accounting, which enables the same transaction to

be accounted in different rules, different charts of accounts, in different base
currencies and with a different accounting calendar

 Support for international bank account numbers

 Support for multiple languages, defined at user level

 Growing list of POS Localization Packs, including

• Spain
• United States
• Italy

Openbravo ERP : Business Intelligence (BI)

Measure business performance and achieve your

objectives

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Reporting, multidimensional analysis (OLAP), balanced scorecards.

Nowadays, business organizations handle a great deal of data in the practice of

their business activities. This does not necessarily mean that they have available
to them the necessary information for the management of their enterprise. The
Business Intelligence component of Openbravo ERP, integrated into the
management system, will help you to monitor of the state of your company,
providing you with the relevant information for decision-making. The
predefined balanced scorecard will allow you to verify, through the monitoring of
a series of key indicators, if the defined strategy is being correctly implemented
in your organization.

• Integrated with application management.

• Reports definable by user.
• Pre-established dimensions (third party, product, product category,
product category, project, campaign, etc.) and dimensions established by
use.
• Predefined balanced scorecard.

Openbravo POS
• Openbravo POS is a widely-adopted open source Point-of-Sale project sponsored by
Openbravo. It functions as a seamlessly integrated module of Openbravo ERP, with a
smooth flow of information from the retail floor to the back office.

Overview

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• Designed specifically for touch • Streamline of processes; faster and

screens. more efective.
• Feature-rich solution with many robust • Increase in employees' productivity
capabilities. due to ease of use.
• Suitable for a wide a range of retail- • No hidden licenses costs! Minimize
based businesses your investment!
• Configurable for any POS • Very flexible and highly customizable.
environment.
• No vendor lock-in.
• Better assist customers.
Functionality
Openbravo POS offers all the rich functionality demanded by leading retailers, including
sales, refunds, daily reports, cash management and warehouse management, and more. By
clicking in each one of the modules in the image at left you will access a list with some of the
most relevant related characteristics.
Click on each section for a detailed explanation.
Master Data Management
Products, categories and subcategories, images, taxes, warehouses, restaurant areas and
table layouts, users and roles, etc.

• Correctly organize and centralize the key data of your business.

• Guarantee the coherence and tracking of processes.
• Organize inventory and products by attributes for easy management of similar items.
• Available in multiple languages.

Sales, Refund and Cash Management

Editing of receipts, product search, tax management, bar coding, discounts, promotions,
payment, etc.

• Flexibly edit multiple receipts from one or many terminals at the same time.
• Allow for multiple payment methods including cash or card present transactions, and
those requiring EMV standards, PCI standards, and Chip/PIN. Please note that
Openbravo POS is not PCI compliant out of the box.
• Easily integrate the POS with third party peripheral systems.
• Effectively manage refunds.

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Warehouse Management
Product properties, product movements, inventory count, product receipts, etc.

• Seamlessly manage multiple warehouses.

• Keep your inventory constantly up to date.
• Know the exact localization of your stock at any time.

Reports and Charts

Reporting, filtering, charts, etc.

• Monitor the state of your retail business.

• Get the information you need... on time.
• Improve your decision-making process.

Restaurant Module
Reservation management, customizable restaurant areas, occupation, etc.

• Manage from end-to-end your reservations.

• Personalize the different restaurant areas for easier identification.
• Know your restaurant occupation at any time.
• PDA Restaurant Ordering Capability.

Security
Roles, users, access restrictions, etc.

• Secure the access to your POS solution.

• Manage multiple roles and user profiles.
• Protect most sensitive actions.
• Embedded support for integrations with Openbravo ERP and other applications.
• Scalable to support configurations ranging from one terminal, to multiple terminals
per store, to multiple terminals in multiple stores.

Technology
Openbravo POS has been created with cutting-edge technology that allows for a maximum
leverage on the rich open source ecosystem
• Entirely developed in Java. • Support for a wide variety of POS
• Use of Swing for a sophisticated and hardware.
consistent user interface. • Support for the most popular POS
• Database independent, using the technologies.
standard JDBC interface. • Straight-forward localization process.

• Use of JasperReports and FreeChart • Embedded ETLs for integrations with

powerful tools to build reports and Openbravo POS Edition and other
charts. applications.
The product is also highly configurable, providing a perfect fit for all Point-of-Sale users.
Adapt the different configuration templates to tailor it to your business needs.

• Use of a local panel to carry on common configuration options.

• Modify and create configuration options using an integrated resources editor.
• Use of XML language that uses the Apache Velocity template engine.

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• Leverage on macro functions to implement some business logic.

Custom Support
Custom support arrangements for Openbravo POS are available on a project basis, in
combination with Openbravo ERP. Business partners, please contact your Channel Business
Manager with such proposals.

Openbravo POS Project Features by Hayestech Pty. Ltd. For SME Offer 2010