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OFBiz Tutorials: Manage Suppliers for a Product

Wednesday, January 26th, 2011

To continue on the various applications of the OFBiz Catalog Manager, today we will dive into the world of managing Manufacturers and Suppliers of specific products.

Many times there are more than one supplier for a product, so we will learn how to create a new supplier as a preferred or alternate supplier.  Once that supplier has been set up and is available in the Catalog Manger, we can then associate the product or products with the supplier.

Create Supplier(s)

Let’s first talk about prerequisite for managing this part of the catalog:

The user must at least have the role of catalog manager.  There are other roles that they can have that encompass catalog management, but they must have the ability to go here and manage this content.

The product(s) should already exist in the system.

Now that we know the requirements, we can begin creating a new supplier:
Go to “Catalog” component and click on “Products” tab.

ofbiz-tutorial-supplier-1

Fill in the search fields on “Find” Form to search existing products in system.

ofbiz-tutorial-supplier-2

Click on the “Find” button and the system will display a list of existing products based on search inputs.

ofbiz-tutorial-supplier-3
Click on “Product Id” displayed as search list on Products Page.

ofbiz-tutorial-supplier-4

Product details will be displayed on the “Edit Product” page.

Ofbiz Tutorial Supplier 5
Click on “Suppliers” tab.

ofbiz-tutorial-supplier-6

Click on “Create New Supplier” button in Add Supplier section.

ofbiz-tutorial-supplier-7

Fill in the following details in “Create New Supplier” form:
Group Name
Employees
Office Site Name
Address 1
Address 2
City
State
Zip/Postal Code
Country
Country Code
Area Code
Phone Number
Ext
Email

Ofbiz Tutorial Supplier 8
Click on the “Save” button.

ofbiz-tutorial-supplier-9

As a result of this, the supplier’s profile will get displayed on the “Product and Catalog Manager” Page.

Associate Supplier with the Product

Now that we have the supplier entered in, we can associate the supplier with the product(s).

To review, there are a few prerequisites to accomplish this:

The user must at least have the role of catalog manager.  There are other roles that they can have that encompass catalog management, but they must have the ability to go here and manage this content.

The product(s) should already exist in the system.

The Supplier(s) should already exist in the system.
If the above prerequisites have been met, we can associate the Supplier(s) to the product with the following steps:
Go to the “Catalog” component and click on the “Products” tab.

ofbiz-tutorial-supplier-1

Fill in the search fields on “Find” Form to search existing products in system.

ofbiz-tutorial-supplier-2

Click on the “Find” button and system will display the list of existing products based on search inputs.

ofbiz-tutorial-supplier-3

Click on “Product Id” displayed as search list on Products Page.

ofbiz-tutorial-supplier-4

Product details will be displayed on the “Edit Product” page.

Ofbiz Tutorial Supplier 5

Click on “Suppliers” tab.
ofbiz-tutorial-supplier-6

Fill in the following details in “Add Supplier” form:
Supplier Preferred Order
Supplier
Supplier’s Product Name
Supplier’s Prod Id
Available From Date
Expected Delivery Time in Days
Min Order Quantity
Last Price
Drop Ship (Select this check box only when supplier allows drop shipment for that particular product).

Ofbiz Tutorial Supplier 16

Click on “Add Supplier” button.
ofbiz-tutorial-supplier-17
At this point, the Added Supplier will get displayed on the Suppliers page.

Edit Supplier(s)

The last portion of managing the Supplier(s) for a product is being able to edit the Supplier details:

The prerequisites for this task are:

The user has the role of at least Catalog Manager

At least one Supplier has been associated with the product.

If these have been met, lets edit the Supplier details.
Go to “Catalog” component and click on the “Products” tab.
ofbiz-tutorial-supplier-1

Enter values in the search fields on “Find” Form to search existing products in system.
ofbiz-tutorial-supplier-2

Click on the “Find” button and the system will display the list of existing products based on search inputs.
ofbiz-tutorial-supplier-3

Click on the “Product Id” displayed as a search list on Products Page.
ofbiz-tutorial-supplier-4

Product details will be displayed on the “Edit Product” page.
Ofbiz Tutorial Supplier 5

Click on the “Suppliers” tab.
ofbiz-tutorial-supplier-6

Click on “Edit” link to edit the supplier on Supplier page.

Update existing supplier details and use the “Add Supplier” button to save the changes.
ofbiz-tutorial-supplier-17

Use the “Remove” button to remove existing suppliers.
ofbiz-tutorial-supplier-25

The expected outcome of this is that all the changes will be reflected on the “Supplier” page.

Stay in the know about OFBiz- More OFBiz tutorials to come in the not too distant future – stay tuned!

Tim Ruppert is Chief Operating Officer at HotWax Media, an OFBiz service provider, as well as an OFBiz project committer and active community member. Tim will join other HotWax Media employees and advisers in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

2010 Sign Off From HotWax Media

Friday, December 31st, 2010

enterprise-ecommerce-new-year

As we reach the end of 2010 I find myself spending a little bit of extra time reflecting on the past 12 months, and wanted to share some thoughts.

First of all, we’re extremely lucky to have an incredible staff of people positioned all around the world who work passionately day and night, quite literally. It’s these inspired individuals who consistently generate quality enterprise ecommerce business solutions that ensure HotWax Media will always deliver on the assurances we make. To every one of you who came up with an innovative solution to a problem we were facing, worked through the night to hit a deadline, set your alarm for 3AM to get up for a conference call with someone on the other side of the world, or just put your heart into delivering the best, highest quality work you could, I thank you. I am proud of the dedication and continuous improvement we represent together as a team.

We work hard to deliver top shelf solutions for our customers, and HotWax Media is fortunate to have been involved with so many great companies, in so many exceptional projects this past year. On behalf of everyone in the company I would like to say thank you to the many outstanding organizations and extraordinary people we’ve worked with this year. From Scarpa North America and Black Diamond Equipment to Anytime Costumes, ALX, TWP, High West, Champion, and others (you know who you are), we appreciate the opportunity to work with you and your organizations. The great personal relationships we forge through our business associations are a tremendous incentive to keep our partnerships not only professional, but also enjoyable for both sides. It’s all about the bottom line, and we continue to have a great time getting there.

As we look forward, I’m thrilled to think about everything HotWax Media has on the horizon for 2011. In a matter of days we’ll launch a full ecommerce web store called PrepareWise.com, which features Wise Foods food storage products, and there are similar projects lined up and in development through 2011. We have another large product deployment as well during the first week in January, and the work load looks to be hot and heavy throughout the year. When one enjoys what he does — and we do — it’s great to be busy and in demand. For that I am very thankful.

Our commitment is to continue to deliver the best enterprise ecommerce solutions available today at prices that make a preacher want to kick out a stained glass window. That’s what we do, and I think most anyone we’ve encountered along the way can confirm the fact that we love doing it.

I wish you all health and happiness going into the tweens. Happy New Year, and here’s to an amazing, fulfilling, prosperous 2011!

Mike Bates is CEO at HotWax Media and will join other HotWax Media employees and advisers in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.
Mike Bates - OFBiz Expert

Accounting for OFBiz eCommerce

Friday, October 29th, 2010

OFBiz-Accounting-Application

After a long wait and a lot of hard work, I am pleased to finally be able to say that the Accounting application in Apache OFBiz is ready for prime time! By working with internal experts (including Jacopo Cappellato) along with client experts, we have recently launched an enterprise e-commerce system that is using the OFBiz Accounting application more extensively than any of the systems we have previously implemented.

It is no surprise that the mantras of entrepreneurs everywhere often center on revenue generation, and rarely on the underlying accounting thereof! Keeping accurate financial records of all business activities is, nevertheless, essential, and the OFBiz Accounting application has many features designed to help support that critical need for sound financial management.

In an effort to make the OFBiz Accounting application as easy to use as possible for a variety of businesses both small and large, Hotwax Media created additional tools allowing for user export of general ledger account transaction data in the Quickbooks IIF format, as well as the ability to receive payments in A/R batches. (There is a widely accepted perception that Quickbooks is very easy to use. I don’t necessarily agree :) This integration, nevertheless, means users can easily export data of their choice out of OFBiz Accounting and import that data into Quickbooks. We created this integration based on customer demand. I would not have guessed it, but they told us loudly and clearly that accountants love to play with numbers in Quickbooks; well, we aim to please!

Over next little bit I’ll share more information with some concrete examples that you can use for setting up your own OFBiz Accounting system.

- Anil

Anil Patel is Chief Development Officer at HotWax Media as well as an OFBiz project committer, PMC member, and active community contributor. He also studies karate! Anil will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

Google Instant: Implications for E-Commerce Search

Wednesday, September 22nd, 2010
Last week Google rolled out their new “Google Instant” search platform to web users in the US, UK, France, Italy, Germany, Spain, and Russia. The launch represents another step in Google’s efforts to provide a more dynamic, predictive search environment. Google Instant updates, in real-time, the search results displayed on the page with each additional typed character entered by the user. Instead of requiring the user to click “Search” or press “Enter” after typing their full phrase or choosing from the list of popular search terms, the results are instantly displayed on the page below and update dynamically with each additional character typed. Google instant also incorporates local information, which will mean some variation in the real-time results displayed depending on the location of the search user.

The change promises to make a typical web search via google much less tedious to the user, and more of an exploratory endeavor. As Tom Krazit describes in his review for CNET;

“Instead of search as an outcome, Google is trying to get people to think of search as a process in which you constantly refine your query without actually ’searching,’ or hitting the button to produce a concrete result.”
Google has been quick to point out via its Webmaster’s Blog that Google Instant has not altered the search ranking process, and could have the effect of increasing the overall number of search impressions because of the relative ease of obtaining a search result in the new platform.

User Distraction and other Potential Impacts
Google Instant may have the impact of distracting potential customers who would otherwise be entering a full search query. As the search user begins typing an extensive phrase, they will be displayed a host of search results during the process which are likely to draw their attention away before ever completing the full query. The more extensive the originally intended phrase, the more of a potential impact this distraction factor may have for the site whose visibility is geared for that exact phrase.  (Never mind the fact that I already have way too many tabs open!)

This will present a new challenge for small sites or those running their own search optimization, because click-through and impression rates are likely to favor the top few positions in the paid and organic search results. It is also likely to benefit sites which have a lock on more generic terms.  (This is due to the fact that page 2 seems infinitely farther away when you are in mid-search scrolling down the page to look at results.)

Google Instant may also generate a new wave of competitive efforts to optimize for search results based on single letters or other otherwise nonsensical phrases, purely because of their appearance sooner in any given search attempt. The introduction of this “time component” to what has previously been primarily a competition over vertical ranking, may become a big factor for optimization experts. (Think optimizing for ‘boo’ — is that user looking for a Halloween costume** or a book on Amazon?)  These earlier results, though less optimized for the originally intended search phrase, could draw customers away from e-commerce sites whose competitors optimize more effectively for the time factor introduced by Google Instant.

The bottom line at this point is that enterprise e-commerce professionals would be wise to keep a close eye on their sites’ search performance and analytics in coming weeks. Be ready to identify and take advantage of opportunities found through testing Google’s auto-complete suggestions, and begin optimizing for more general phrases.

Of course, once you get potential customers to your site, you still have to convert them!  Contact HotWax Media today to learn more about how we can help you build an enterprise e-commerce site that is feature rich on the front and back ends, and makes it simple and enjoyable for site visitors to make a purchase.

** If you are looking for a Halloween costume, skip Google Instant, visit the online leaders at www.anytimecostumes.com, and use coupon code HOTWAX for a 15% discount!

Mike Bates is CEO at HotWax Media and will join other HotWax Media employees and advisers in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.
Mike Bates - OFBiz Expert

Verified Agile Explained

Tuesday, September 14th, 2010
-Verified Agile Explained
The workflows that make up a verified agile process are not that different from the standard set you find in an OOTB agile implementations – with the twist being that technology now allows us to take our implementations to a merit-based, global team instead of being limited by proximity.  In my experience, it is always better to follow the agile doctrine strictly, and have each of your people and your customer sitting in the same room focused on the same topic.  In this age of constant connectivity and a flattened world, that just isn’t the way that people live their lives.  So here at HotWax Media, we’ve made accommodations to give both out customers and employees what they want: the additional flexibility to be where they need to, but not have their project skip a beat!
Agile’s proximity dogma is _the_ problem that geographically disparate teams have been battling with for years – but we are just now arriving at an era where our technical innovation, practice and patience have allowed us to reap the benefits of agile development methodologies across the globe.  In order to be able to offer our services to people all around the world, and still provide the level of quality and responsiveness that we’ve come to expect as professionals, we have added both additional processes and tools to agile workflows that ensure that we are on track and let us know exactly when we stray.
In my next sets of posts, I will start by digging into the details that define our verified agile workflows and processes as well as showing you how leveraging different nodes of a collaboration platform can make life easier on you and your customers.

OFBiz Project Management

In a continuation of my posts about Ecommerce ERP and our Verified Agile Process, managing your project to completion the way that HotWax Media does, I am going to dig into exactly what we mean by Verified Agile Process.

The workflows that make up a verified agile process are not that different from the standard set you find in a standard agile implementations – with the twist being that technology now allows us to take our implementations to a merit-based, global team instead of being limited by proximity.  In my experience, it is always better to follow the agile doctrine strictly, and have each of your people and your customer sitting in the same room focused on the same topic.  In this age of constant connectivity and a flattened world, that just isn’t the way that people live their lives.  So here at HotWax Media, we’ve made accommodations to give both our customers and employees what they want: the additional flexibility to be where they need to, but not have their project skip a beat!

Agile’s proximity dogma is THE problem that geographically disparate teams have been battling with for years – but we are just now arriving at an era where our technical innovation, practice and patience have allowed us to reap the benefits of agile development methodologies across the globe.  In order to be able to offer our services to people all around the world, and still provide the level of quality and responsiveness that we’ve come to expect as professionals, we have added both additional processes and tools to agile workflows that ensure that we are on track and let us know exactly when we stray.

In my next sets of posts, I will start by digging into the details that define our verified agile workflows and processes as well as showing you how leveraging different nodes of a collaboration platform can make life easier on you and your customers.

-Tim

Tim Ruppert is Chief Operating Officer at HotWax Media, an OFBiz service provider, as well as an OFBiz project committer and active community member. Tim will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.