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OFBiz Tutorial – How to setup the OFBiz Catalog Manager

Friday, May 7th, 2010

The OFBiz catalog manager is a powerful tool that provides various features like catalog and product management, promotion and price rules management.

In this tutorial we will learn how to setup a catalog and categories in OFBiz.

Terms

Before going further lets understand the basic terms.

Categories are a grouping of products to be presented to the user on an eCommerce storefront. A category can have other sub categories or products. A category can have a name, long description and an image. OFBiz supports a number of category types with each category type has its own business rules.

In this tutorial we will use a “Catalog” category type which represents a category with standard products.

Catalog – A catalog is a collection of products that are grouped in categories.

Hierarchy

In this tutorial we will first setup a catalog with a browse root category and a promotion category at level 1. The browse root category will have two more sub-categories underneath it.

The hierarchy of the catalog and categories will look like

Catalog -> Browse Root Category -> Sub – Category 1 -> Products

|                                          |

|                                          -> Sub – Category 2 -> Products

-> Promotion Category -> Products

We will not go beyond categories at this stage. The products are shown just for a complete understanding of the catalog, categories and products hierarchy. From the example it is evident that catalogs stays at the top level of the hierarchy and products at the bottom of the hierarchy. A catalog can essentially have as many categories as you would like. Similarly there can be sub-categories to the main categories.

Later in the tutorial we will give an overview of a side deep category widget and we will see how it helps to drill down across the categories.

Step by step guide

To create a catalog, go to the catalog administration main page (which is basically a main page of the catalog manager application) and click on the “Create New Catalog” link on this page.

In the Catalog form enter “Catalog Id”, “Catalog Name” and set “Use Quick Add” to “N”. Normally if a catalog Id is not entered, OFBiz will generate a unique sequence automatically.

As mentioned in the beginning of the tutorial that OFBiz supports a number of different category types. “Quick Add” is a special type of a category and it is basically used to add all the products to the cart at once. Use “Quick Add” field to “N” if you do not want to use the special quick add categories.

OFBiz Tutorial Categories 1

Now click on the Update button.

Wow, you have created your first catalog!

The new catalog will appear under the Browse Catalogs screen widget in the left bar of the screen.

OFBiz Tutorial Categories 2

We will now setup the categories under the HWM Catalog.

To create a category go back to the main page and click on “Create New Category” link on this page. On the edit category screen enter the following fields

  • Category Id – If not entered then a unique sequence is auto generated by OFBiz.
  • Category Name – Name of the category and is displayed on your eCommerce application.
  • Category type – Select Catalog (as discussed above)

OFBiz Tutorial Categories 3

Click on Update button and this will create your first category.

Now lets add this category to the catalog as shown in the hierarchy section above. Select the type as “Browse Root” and enter the from date and click on “Add” button. This will add Browse Root category (Name of the category) to the HWM Catalog (Name of the catalog).

OFBiz Tutorial Categories 4

Browse Root is parent of all browse categories. You have one Browse Root and multiple browse sub-categories. The important thing about the Browse Root (Only) catalog category type is that this category is not shown to the customer on the eCommerce site. Only sub-categories are shown.

Similarly add two categories namely: HWM_HATS (Hats) and HWM_TOPS (Tops). Also set Primary Parent Category to Browse Root Category.  This will signify that Browse Root category is the primary parent of both the categories but this will not setup the parent/child associations.

OFBiz Tutorial Categories 5

You need to explicitly set up the child categories (HWM_HATS and HWM_TOPS) to the parent category (HWM_BR_CAT) through Rollup tab as shown below.

OFBiz Tutorial Categories 6

Similarly you can set up the promotion category (not as a sub-category to the Browse Root, please refer the hierarchy diagram above). The only important point to remember is you have to select “Promotions (One)” catalog category type while adding this category to the catalog.

OFBiz Tutorial Categories 7

The side deep category is a very important widget present in the left navigation bar (Highlighted in red) and will show all the categories under the Browse Root category.

OFBiz Tutorial Categories 8

So far we have covered the basics of catalog manager. I hope you will enjoy this tutorial.

Just a brief note on the upcoming tutorial, we will go through following items

  • Product Store and how easily you can configure your product store
  • How to add catalog to the product store
  • How to create products
  • How to group the products in different categories

Vikas Mayur is a dynamic OFBiz developer working for HotWax Media as a Director of Software Development in India.  He works in web based application and ERP software using OFBiz, which is a top level project of Apache Software Foundation.

Enterprise E-Commerce and ERP: Common Questions Series Part 2

Thursday, April 8th, 2010

enterprise-ecommerce

For HotWax Media an Apache OFBiz development firm, 2010 is delivering a great batch of new open source e-commerce and ERP projects. Whether from existing clients looking to invest in system enhancements or new clients ready to invest after a cautious 2009, HotWax Media is seeing a good deal of activity in the form of active projects and a healthy sales pipeline.

Along with a boost in free cash flow, this activity continues to generate great input from clients, which fits in nicely with my ongoing series discussing common questions related to open source e-commerce and ERP projects.

Enterprise eCommerce and ERP projects can have a lot of moving pieces. As businesses grow, old systems can limit potential. It can be painful for businesses to identify these limitations and understand the impact they are having on current profitability and future growth. At HotWax Media, it is our mission help our clients understand these problems, and then to make the problems go away.

Let’s dive into the next round of common questions and talk about answers. The answers here are meant to be relatively short and sweet. If you are looking for additional detail or are more interested in learning how HotWax Media can help you optimize your e-commerce and ERP for your business, contact us without delay!

The first questions pertains to both existing and new businesses who want to take a measured approach:

1. Can we do this in phases?

Yes. HotWax Media implements e-commerce and ERP systems using Apache OFBiz. OFBiz consists of a complete set of individual ERP applications, including a robust e-commerce system. The data model in OFBiz, furthermore, allows HotWax Media to account for just about anything that is going on in a given legacy system, and integrate where needed in order to facilitate a phased approach.

For example, if your business is running on NetSuite, but you want a better e-commerce solution, phase 1 of your project can consist of an affordable, powerful B2C e-commerce site upgrade that is completely integrated with your NetSuite back end. In subsequent phases, you can replace NetSuite completely — at your own pace, in discrete, manageable steps.

The second question usually comes from clients who have been burned in the past by irresponsible promises from proprietary software vendors:

2. Can we customize the system (without blowing our budget)?

Yes. As I mentioned above, HotWax Media implements ERP systems using Apache OFBiz. OFBiz is meant to be customized. As part of a standard OFBiz ERP implementation, HotWax Media works with clients to understand the nuances of their business requirements and workflows, and then implements a system that accommodates those specific needs.

It amazes me to hear from clients, as I have repeatedly, that they paid for an expensive proprietary ERP system only to learn later that it could not do what they needed it to do. And by the way, they do not own the system, and they are on the hook to pay recurring licensing fees in order to keep using it. Never mind the principle of it all — strategically, that sucks.

The nature of open source software in general, and of Apache OFBiz specifically, is to be transparent and customizable. My general statement to clients is, “If we can define a consistent set of requirements together, we can absolutely make OFBiz meet those requirements.”

The final question applies to everyone:

3. How many different companies will we need to work with in order to implement our system?

One. HotWax Media. We offer a complete set of e-commerce and ERP implementation services, ranging from business analysis through graphic design and UI to development and testing. We provide the project management and collaboration tools to accommodate all aspects of the project, and we will even handle hardware, infrastructure and hosting in partnership with our colleagues at Contegix.

Keeping your project under one roof improves quality and saves money. It’s that simple.

Feel free to let us know if you have other common questions you would like to see addressed in this series, or contact us today to learn more about how HotWax Media can help you build and grow your e-commerce business.

View my previous post where I covered other commonly asked questioned about Enterprise E-Commerce and ERP deployment or expansion.

- Mike

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

The HotWax Media Way: Infrastructure and Tools to Support OFBiz Open Source eCommerce and ERP Development

Friday, March 5th, 2010

Tools OFBiz Development

In my first set of posts, I had the opportunity to describe a bit about what has been going on at HotWax Media – with a focus on our involvement in the OFBiz development community and the impact it made during 2009. While I’m looking forward to getting back to discussing what HotWax will be championing in OFBiz in 2010, I’d like to take a break from OFBiz and tell you a bit about HotWax Media and what makes us and our process different from the other options out there.

To kick things off, I’d like to discuss something near and dear to my heart – the partnerships that we make and the people we choose to make them with. Over the past few years, we have made decisions that have provided us with the ability to focus on running our business and serving our customers instead of trying to become the masters of all things in all spaces. Focus, in other words.

For many years, along with the help of a choice system administrator or two, I spent a chunk of time, every day, maintaining and upgrading our IT infrastructure. As we merged companies and grew our staff of OFBiz developers, this became increasingly difficult for me to manage – all the while wishing I was spending more time with our customers. At that time, we had migrated all of our customers’ hosted solutions over to Contegix, and one of the companies we merged with was using them to run their organization already – so it seemed like a natural fit. The rest is history! Contegix has simplified our business by making hosting and infrastructure first class and very easy.

While I will spend more time focusing on the intricacies of our partnership with Contegix in subsequent posts, by becoming our source for infrastructure decision making, and by modeling processes that we respect and appreciate, Contegix has helped us to acquire partnerships that have made additional efficiency gains. They brought their other partners to the table in order to help us focus and realize the potential of our business. From working with the Atlassian collaboration to helping us maximize that software by bringing in the experts on integration and collaboration at CustomWare, we have been able to refine our processes to reflect the level of quality all customers deserve.

Stay tuned to the next set of posts to learn more about the our processes, our partners, and how they work together to provide solutions for our customers. Here are the high level points to take away:

1. Contegix – Beyond Managed Hosting and Infrastructure Support.
2. Atlassian - Amazing Efficiency Tools.
3. CustomWare - Integration and Collaboration Solutions.
4. Our Process – Agile Development Processes Honed to Work in a Distributed, Multi-Cultural, Development Environment.

- Tim

Tim Ruppert is Chief Operating Officer at HotWax Media 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.

Enterprise E-Commerce and ERP: Common Questions Series Part 1

Thursday, February 18th, 2010

hotwax-media-ofbiz-expert

2010 is off to a great start at HotWax Media. We are working with a steady stream of clients who are interested in enterprise eCommerce and ERP. The main client pain points we encounter are 1. a growing business outpaces an old system, or 2. business processes are more sophisticated than a limited e-commerce systems will support. At HotWax Media, it is our mission to make these pain points go away for our clients.

As we continue with our mission and the new year delivers a resurgence of tangible, budget-backed interest in enterprise e-commerce/ERP and OFBiz, I thought it would be useful to start building a list of some common questions our prospective clients face as they make their e-commerce/ERP purchase decisions. I plan to add to this list from time to time with subsequent blog posts. For now, we will begin with the following three common questions we have heard from sales prospects over the last month.

The answers here are meant to be relatively short and sweet. If you are looking for additional detail or are more generally interested in learning how HotWax Media can help you create or enhance your e-commerce/ERP system, contact us without delay!

1. What are my options related to product organization and display?

The first example today is related to product taxonomy and product content options. In this case, the sales prospect needed the ability to create quite a few categories, sub-categories, sub-sub-categories, and so on. She also needed the ability to deliver personalized content at each of these hierarchical levels based on user type. A competitor she had been speaking with was unable to support these requirements, so we were glad to be able to talk her down out of the tree (pun intended). The bottom line is that with OFBiz, you can create a product organization tree that has as many branches as you need to get the job done. There is no system-imposed limit to the number of categories you can create and use to organize and display your products in an OFBiz e-commerce storefront built by the OFBiz experts here at HotWax Media. Furthermore, you can deliver personalized content at any step along the way assuming you know who your user is (i.e. he has logged in or been somehow otherwise identified by the system). While you can personalize any product content at any step along the way, this capability requirement is especially common in B2B environments.

2. Can my system automate sales tax, payment processing, and shipping?

The short answer related to sales tax, payment processing, and shipping: No problem. A HotWax Media/OFBiz solution will empower you to handle sales tax, payment processing, and shipping however it will best suit your business. Sales tax is typically handled by 3rd party tax tables which provide sales tax requirement details all the way down to that specific split zip code you were wondering about in San Jose – no problem. Payment processing will generally be handled by one of the many integrations available out-of-the-box with OFBiz (PayFlow Pro, Authorize.net, Chase Orbital, etc.). In the event that you have a special requirement to use a different payment processor, the expert OFBiz developers at HotWax Media can implement a new payment processor integration in no time. Finally, with HotWax Media and OFBiz you will find a rich variety of shipping options from which to choose. These include integrations with USPS, FedEx, UPS, DHL, and many other shipping companies. The integrations also let you rely solely on automated quotes from the shipping companies, manual overrides, or a combination. With relative ease, you can control every aspect of your shipping revenue/expense related to your enterprise e-commerce storefront.

3. Can we do inventory management in this system?

Yes indeed, as a full-featured open source ERP framework, OFBiz offers great inventory management features that support everything from ATP/QOH-driven product display to inventory moves and re-order points. If your business is growing, you may already have and wish to integrate with an existing inventory management system. OFBiz makes that as easy as possible using XML-RPC, SOAP, or most any other common protocol designed for that type of synchronization. If you do not already have an inventory management system or are looking to replace the one you have, then you are in a great position to leverage the fully featured inventory management in OFBiz as part of an architecture that will already be integrated with your e-commerce storefront. Bonus!

Feel free to let us know if you have other common questions you would like to see addressed in this series, or contact us today to learn more about how HotWax Media can help you build and grow your e-commerce business.

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

OFBiz for Small to Mid-Sized E-Commerce: Part 1

Thursday, February 4th, 2010

How Does OFBiz Meet the More Basic Needs of a Small to Mid-Sized E-Commerce Operation?

In this day and age, almost everyone is familiar with e-commerce storefronts. But relatively few are privy to the back-end: What does it look like for a business to manage a product catalog, fulfill orders, and provide service and support to customers? Is there a single online app that does all of that?

Maybe the business simply receives a system email with the order details, and pick, pack, and ship are paper-driven. For the lowest-volume sales and simplest supply chain, this can work. In fact, it’s how many e-commerce businesses get their start. But when orders pour in, businesses find it hard to survive without automated customer, order, inventory, and fulfillment management capabilities.

Small to mid-sized businesses can turn to OFBiz for a basic, out-of-the box suite of of apps to manage e-commerce. But figuring out exactly which features to implement is a challenge, especially for OFBiz and open-source newcomers.

With 16 mature applications and 8700 database objects and counting, OFBiz may overwhelm stakeholders seeking support for their customer service and warehouse operations. The vast and generic flexibility of the OFBiz framework presents potential end-users with literally thousands of options from which to choose, and all out-of-the-box.

HotWax Media’s business is to help clients cut to core functionality with a concise OFBiz solution, and over the years, we’ve developed a good sense of what most e-commerce customers want. In this series, we’ll clear a path through OFBiz’s complexity to the most straightforward out-of-the-box implementation for small or mid-sized businesses. Each post will map back to the following Must Haves.

OFBiz eCommerce

Eleven E-Commerce Management Must Haves

  1. Control the type, relevance, and amount of product information on the storefront
  2. Know when inventory is low and order goods from suppliers with ease
  3. Receive products into the warehouse by way of the original purchase order
  4. Track product inventory quantities and warehouse locations real-time
  5. Queue up orders for picking and get them all set for packing
  6. Pack orders and ship them out the door
  7. Make returns easy on Customer Service
  8. Edit an in-flight order or put it on hold
  9. Keep track of customers’ purchases, returns, and account information
  10. Offer gift cards, special offers, and discounts
  11. Have an easy way to update website content

- Laurian

Laurian Escalanti is a Senior Business Analyst based in Salt Lake City, Utah. She works directly with clients’ subject matter experts, process owners, and end users to define and document business requirements, from e-commerce, purchasing, order management, manufacturing, fulfillment, and accounting, to UI design, third-party integrations, SEO, and site analytics.