Master and 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 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 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.
  • Programmable alarms by specific user role or user.
  • 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.