Odoo (OpenERP) Retail Management

1. Retail industRy
Drive Multi Chain Retail Performance Management

2. PResentation Plan

3.  Client is trading house with large customer base. Client buy products from local and multi state
suppliers and sell in local market with margin.
 As the company grew in size, order quantities, products procurement and tracking of product
shipments have become infelicitous.
 Client does not use any software for managing various business process and work is carried out
in goodwill and understanding.
 Client wishes to implement a system which allows them to track each and every information in
the company so that they become process driven resulting in better efficiency and cost savings.
initial system & Challenges

4. Retail
Industry
solution at a glanCe

5. BRief aBout – Retail management
Core modules incorporated in Retail Management. Vertical is as follows:
 Loyalty Management Schemes:
 Defining User defined redeemable points issue/redemption rules
 Creating rules for specific date range
 Loyalty rules can be made applicable for either specific branch or for all
 Redeemable points can be issued against total sales invoice or product categories
 Issue of points to customer as per set rules
 Allows user to redeem available points on purchase through Point of Sales
 Transaction wise Points issue/ Redemption track
 Validations on excess points redemption that available one
 Product Promotional Schemes:
 User defined product promotional schemes
 Promotional schemes can be made applicable of specific date range and for
different branches
 Offer mainly 5 types of promotional schemes
 Buy 1 Get 1 Free
 Buy X Get Y Free
 Unit Price Discount (Amt)
 Unit Price Discount (%)
 Volume Discounts

6.  Gift Voucher Issue / Redemption:
 User defined Gift Vouchers of specific denomination
 Issue of Gift Vouchers with unique barcode
 Validation on fake, reused Gift Voucher at redemption as barcode represented as barcode
 Keeping track of Issued/ redeemed Gift Voucher
 Maintains validity for each of the Gift Voucher issued
BRief aBout – Retail management (Cont…)

7. Set up in Minute and sell in Seconds
 Online and Offline Clean user interface
 Deliver in-store customer services
 Self-checkout
 unified Data Amongst all shops
 Manage Season Discounts
 Control products by shop
 Integration with Point of Sales Hardware
 Discount by Products or Orders
Point of sales

8. Payment method

9. Point of sale

10. oRdeR PRoCessing

11. Point RedemPtion

12. gift VouCheR RedemPtion

13. Payment invoice

14. Purchase management
 Automated Procurement Position
 Purchase
 Email Integration
 Pricing
 Import Supplier Pricelists
 Control Products and Invoices
 Get Statistics on your Purchases
Enables companies to cluster
the management of
procurement for cost saving ,
while manage the right
materials get to the right job
every time.

15. request for quotation

16. Product

17. internal e-mailing

18. incoming shiPments

19. analysis & rePorts

20. inventory management
Track stocks, full traceability and
Accounting. Supports multiple
locations management based on
location structure. Manage your
internal locations, external locations,
customers, suppliers and
manufacturing inventories.
 Double Entry Inventory Management
 Decrease your process time
 Automatic Transaction
 Full Traceability
 Sales, Purchase and Accounting Integration
 Track Serial Number
 Analysis & Reports

21. delivery order

22. incoming shiPment

23. outgoing Products

24. Manage the most important asset
in company : “PEOPLE” . With
module of Human Resource
Management, Leave , Attendance,
Time Tracking, Payroll, Expensive
and Recruitments.
 Manage Your Employees
 Recruitments
 Social Network
 Leave Management
 Attendance and Track Time
 Appraisals
 Expenses
 Payroll
human resource management

25. EmployEE managEmEnt

26. application

27. ExpEnsEs

28. social mEssagEs

29. lEavE managEmEnt

30. pay roll

31. attEndEncE

32.  Invoicing
 Payments
 General Ledger
 AR/AP
 Financial Reports
 Chart of Accounts
 Asset Management
 Budgeting
Address financial accounting and
budgeting, costing, asset
management, cash and credit
management as well as analysis
and reporting. Meet the current
and future financial requirements
while offering you a global view of
your financial performance across
your enterprise.
FinancE & accounting managEmEnt

33. invoicing

34. invoicing

35. invoicing

36. Bank statEmEnt

37. Cash register

38. Chart of aCCounts

39. trial balanCe

40. balanCe sheet

41. asset management

42. Enterprise
Assessment
Value
Discovery
Plant
Automation
& Mobility
 Designing execution models
 Certified Methodologies
 Service Maturity Model
 Seamless cycle through
Business Application Lifecycle
 Automating the plant s
 Mobile solutions
 Enterprise Architecture Definition
 IT Strategy Definition
 IT Roadmap definition
 IT Governance Consulting
 Application Utilization & Value
Realization
 Application Roadmap
 Tech-Biz Optimization
 Application Portfolio Harmonization
transforming enterprise approaCh

43. New Projects
Process
Enhancements
New Process
Introduction
Roll Outs,
Upgrades
 Planning
 Blue printing
 Build
 Realization
 Cutover
 Go Live
 Prototype
 Configure
 Develop
 Test
 Go Live
 Prototype
 Validate
Process
 Configure
 Test
 Go Live
 Design
 Build
 Test
 Go Live
implement sCenario

44.  Zero license costs
 Ultimate flexibility
 No vendor lock-in
 Less risk – Future of system not tied to one company
 Extensibility
 Unlimited user support
 Powerful object level
 User Friendly
 Scalable
 Controls all your innovating processes
Why

45. thanK you
For more details and demo contact on
E-Mail : abhishekgupta61187@gmail.com
Skype : abhishekgupta61187
Mobile : +91-7874833396/+91-7802885715