Re: Shorten the order fulfillment processs

[Georg Potthast 2]

I hope this question will open in a new thread.

We are planning to replace our old ERP system with an OFBiz based system. However, we currently have a different process than the one described in the wiki page OFBIZ/Order+Fulfillment+Process+Overview

We take the orders by phone and generate a delivery note from that. Our driver picks the goods from our storage and delivers them to the customer. When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system. The ERP system takes a look at the agreement details for the customer including his price and generates an invoice which is sent in the mail.

This does not seem to fit the process described in the wiki page. How can we use OFBiz to fit our existing process?

[Jacques Le Roux]

Hi Georg,

I did something like that in 2007 for an ecommerce GB company (not with the signed delivery note part).
I had to add some custom code to the order entry wizard/tunnel[1] and it's still the same today.
As the needs are most of the time specific there is no way to have that OOTB. But it's easy to add because all the bricks are present.

HTH

Jacques

[1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry

Le 07/08/2020 à 10:04, Georg Potthast 2 a écrit :
> I hope this question will open in a new thread.
>
> We are planning to replace our old ERP system with an OFBiz based system. However, we currently have a different process than the one described in the wiki page OFBIZ/Order+Fulfillment+Process+Overview
>
> We take the orders by phone and generate a delivery note from that. Our driver picks the goods from our storage and delivers them to the customer. When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system. The ERP system takes a look at the agreement details for the customer including his price and generates an invoice which is sent in the mail.
>
> This does not seem to fit the process described in the wiki page. How can we use OFBiz to fit our existing process?

[Rishi Solanki]

+1 to Jacques on it is not exactly present in OFBiz but tricks may apply to
map the process or can go for minor quick easy customization. In my reply
in another thread, if you consider order creation before delivery then the
same process can also be used.

But for that you need to map the order statuses with your already adopted
process.

Thanks Jacques!!

Best Regards,
--
Rishi Solanki
*CTO, Mindpath Technology*
Intelligent Solutions
cell: [phone]
LinkedIn <https://www.linkedin.com/in/rishi-solanki-62271b7/>


On Mon, Aug 10, 2020 at 7:42 PM Jacques Le Roux <
[hidden email]> wrote:

> Hi Georg,
>
> I did something like that in 2007 for an ecommerce GB company (not with
> the signed delivery note part).
> I had to add some custom code to the order entry wizard/tunnel[1] and it's
> still the same today.
> As the needs are most of the time specific there is no way to have that
> OOTB. But it's easy to add because all the bricks are present.
>
> HTH
>
> Jacques
>
> [1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry
>
> Le 07/08/2020 à 10:04, Georg Potthast 2 a écrit :
> > I hope this question will open in a new thread.
> >
> > We are planning to replace our old ERP system with an OFBiz based
> system. However, we currently have a different process than the one
> described in the wiki page OFBIZ/Order+Fulfillment+Process+Overview
> >
> > We take the orders by phone and generate a delivery note from that. Our
> driver picks the goods from our storage and delivers them to the customer.
> When he returns with a signed delivery note from the customer, we enter the
> delivery note into the ERP system. The ERP system takes a look at the
> agreement details for the customer including his price and generates an
> invoice which is sent in the mail.
> >
> > This does not seem to fit the process described in the wiki page. How
> can we use OFBiz to fit our existing process?
>
>

[Roque Hernandez]

  Dear OfBiz,

I have tried to unsubscribe from all of your email lists following the
instructions on your website, but I am still getting many emails
especially from forums.  Please, help take care of this since I am trying
to control the amount of emails I get to this account.  Thank you in
advance for your time.

Sincerely,

Roque Hernandez

On Tue, Aug 11, 2020 at 11:39 AM Rishi Solanki <[hidden email]>
wrote:

> +1 to Jacques on it is not exactly present in OFBiz but tricks may apply to
> map the process or can go for minor quick easy customization. In my reply
> in another thread, if you consider order creation before delivery then the
> same process can also be used.
>
> But for that you need to map the order statuses with your already adopted
> process.
>
> Thanks Jacques!!
>
> Best Regards,
> --
> Rishi Solanki
> *CTO, Mindpath Technology*
> Intelligent Solutions
> cell: [phone]
> LinkedIn <https://www.linkedin.com/in/rishi-solanki-62271b7/>
>
>
> On Mon, Aug 10, 2020 at 7:42 PM Jacques Le Roux <
> [hidden email]> wrote:
>
> > Hi Georg,
> >
> > I did something like that in 2007 for an ecommerce GB company (not with
> > the signed delivery note part).
> > I had to add some custom code to the order entry wizard/tunnel[1] and
> it's
> > still the same today.
> > As the needs are most of the time specific there is no way to have that
> > OOTB. But it's easy to add because all the bricks are present.
> >
> > HTH
> >
> > Jacques
> >
> > [1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry
> >
> > Le 07/08/2020 à 10:04, Georg Potthast 2 a écrit :
> > > I hope this question will open in a new thread.
> > >
> > > We are planning to replace our old ERP system with an OFBiz based
> > system. However, we currently have a different process than the one
> > described in the wiki page OFBIZ/Order+Fulfillment+Process+Overview
> > >
> > > We take the orders by phone and generate a delivery note from that. Our
> > driver picks the goods from our storage and delivers them to the
> customer.
> > When he returns with a signed delivery note from the customer, we enter
> the
> > delivery note into the ERP system. The ERP system takes a look at the
> > agreement details for the customer including his price and generates an
> > invoice which is sent in the mail.
> > >
> > > This does not seem to fit the process described in the wiki page. How
> > can we use OFBiz to fit our existing process?
> >
> >
>

[Georg Potthast 2]

Hi Jacques,

thank you, I could generate an order and complete that. I can print a PDF
copy of the completed order. But I could not find out, how to generate an
invoice for this order. There is no button for that in the order process.
Can I enter say 30 orders for different customers and print invoices for
these to a single PDF document?

Georg

-----Ursprüngliche Nachricht-----
From: Jacques Le Roux
Sent: Monday, August 10, 2020 4:10 PM
To: [hidden email]
Subject: Re: Shorten the order fulfillment processs

Hi Georg,

I did something like that in 2007 for an ecommerce GB company (not with the
signed delivery note part).
I had to add some custom code to the order entry wizard/tunnel[1] and it's
still the same today.
As the needs are most of the time specific there is no way to have that
OOTB. But it's easy to add because all the bricks are present.

HTH

Jacques

[1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry

Le 07/08/2020 à 10:04, Georg Potthast 2 a écrit :

> I hope this question will open in a new thread.
>
> We are planning to replace our old ERP system with an OFBiz based system.
> However, we currently have a different process than the one described in
> the wiki page OFBIZ/Order+Fulfillment+Process+Overview
>
> We take the orders by phone and generate a delivery note from that. Our
> driver picks the goods from our storage and delivers them to the customer.
> When he returns with a signed delivery note from the customer, we enter
> the delivery note into the ERP system. The ERP system takes a look at the
> agreement details for the customer including his price and generates an
> invoice which is sent in the mail.
>
> This does not seem to fit the process described in the wiki page. How can
> we use OFBiz to fit our existing process?

[Hans Bakker]

Hi Georg,

i was wondering if you considered proposing the customer to change the
way of working? It will show several advantages :

1. We take the orders by phone and generate a delivery note from that.
 >>  enter directly in the system as an order so inventory can already
starting to prepare the order with involvement of the driver.

2. Our driver picks the goods from our storage and delivers them to the
customer.
 >> your driver can check on mobile if there are orders to be delivered
and goes to inventory to collect the already prepared order.

3. When he returns with a signed delivery note from the customer, we
enter the delivery note into the ERP system.
 >> driver Just marks the order in the system as delivered, everythng
else already in the system

4. The ERP system takes a look at the agreement details for the customer
including his price and generates an invoice which is sent in the mail.
 >> can stay the same

Regards,

Hans



On 8/7/20 3:04 PM, Georg Potthast 2 wrote:
> I hope this question will open in a new thread.
>
> We are planning to replace our old ERP system with an OFBiz based system. However, we currently have a different process than the one described in the wiki page OFBIZ/Order+Fulfillment+Process+Overview
>
> We take the orders by phone and generate a delivery note from that. Our driver picks the goods from our storage and delivers them to the customer. When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system. The ERP system takes a look at the agreement details for the customer including his price and generates an invoice which is sent in the mail.
>
> This does not seem to fit the process described in the wiki page. How can we use OFBiz to fit our existing process?

[Georg Potthast 2]

Hi Hans,

we are the customer and currently try to evaluate how much effort it will be to modify the OOTB processes in OFBiz so they fit what we need. We want to avoid to change the processes when moving to a new software. This would make it difficult to test the new software plus the employees would have to learn to use new processes. So we plan to improve the processes in a further step.

We could enter the received orders by phone using order entry and then print delivery notes from that. We need this delivery note because the customer has to sign the delivery note to make sure he cannot claim he never got the product. But the order does not need to be approved and we do not need to check if the product is in the inventory, this is done by visual inspection. We do not need to give the customer any information about what he has ordered, he just gets it as ordered by phone.

So the process we need is: order entry –> print delivery notes and shipping manifest report for each truck –> enter the deliveries/orders which are carried out into the system –> generate PDF invoices (with one command for all orders at once about twice a week) –> transfer invoice records to our central accounting software. So we just need a small fraction of the existing order entry and invoicing process.

Regards

Georg

From: Hans Bakker
Sent: Wednesday, August 12, 2020 3:04 AM
To: [hidden email] ; Georg Potthast 2
Subject: Re: Shorten the order fulfillment processs

Hi Georg,

i was wondering if you considered proposing the customer to change the way of working? It will show several advantages :

1. We take the orders by phone and generate a delivery note from that.
>>  enter directly in the system as an order so inventory can already starting to prepare the order with involvement of the driver.


2. Our driver picks the goods from our storage and delivers them to the customer.
>> your driver can check on mobile if there are orders to be delivered and goes to inventory to collect the already prepared order.


3. When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system.
>> driver Just marks the order in the system as delivered, everythng else already in the system


4. The ERP system takes a look at the agreement details for the customer including his price and generates an invoice which is sent in the mail.
>> can stay the same

Regards,

Hans






On 8/7/20 3:04 PM, Georg Potthast 2 wrote:

I hope this question will open in a new thread.

We are planning to replace our old ERP system with an OFBiz based system. However, we currently have a different process than the one described in the wiki page OFBIZ/Order+Fulfillment+Process+Overview

We take the orders by phone and generate a delivery note from that. Our driver picks the goods from our storage and delivers them to the customer. When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system. The ERP system takes a look at the agreement details for the customer including his price and generates an invoice which is sent in the mail.

This does not seem to fit the process described in the wiki page. How can we use OFBiz to fit our existing process?

[Jacques Le Roux]

Hi Georg,

To generate an invoice your order must me complete. It seems you did it so you should see an invoice number in the
/ordermgr/control/orderview?orderId=youOrder# page

Else you have not yet shipped your product. You can use the "Quick Ship Entire Order" button to do that. There are other ways, but for testing "Quick
Ship Entire Order" is easier.

HTH

Jacques

Le 11/08/2020 à 19:51, Georg Potthast a écrit :

> Hi Jacques,
>
> thank you, I could generate an order and complete that. I can print a PDF copy of the completed order. But I could not find out, how to generate an
> invoice for this order. There is no button for that in the order process. Can I enter say 30 orders for different customers and print invoices for
> these to a single PDF document?
>
> Georg
>
> -----Ursprüngliche Nachricht----- From: Jacques Le Roux
> Sent: Monday, August 10, 2020 4:10 PM
> To: [hidden email]
> Subject: Re: Shorten the order fulfillment processs
>
> Hi Georg,
>
> I did something like that in 2007 for an ecommerce GB company (not with the signed delivery note part).
> I had to add some custom code to the order entry wizard/tunnel[1] and it's still the same today.
> As the needs are most of the time specific there is no way to have that OOTB. But it's easy to add because all the bricks are present.
>
> HTH
>
> Jacques
>
> [1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry
>
> Le 07/08/2020 à 10:04, Georg Potthast 2 a écrit :
>> I hope this question will open in a new thread.
>>
>> We are planning to replace our old ERP system with an OFBiz based system. However, we currently have a different process than the one described in
>> the wiki page OFBIZ/Order+Fulfillment+Process+Overview
>>
>> We take the orders by phone and generate a delivery note from that. Our driver picks the goods from our storage and delivers them to the customer.
>> When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system. The ERP system takes a look at the
>> agreement details for the customer including his price and generates an invoice which is sent in the mail.
>>
>> This does not seem to fit the process described in the wiki page. How can we use OFBiz to fit our existing process?
>

[Georg Potthast 2]

Thank you Jacques! Finally I could generate an invoice now.

-----Ursprüngliche Nachricht-----
From: Jacques Le Roux
Sent: Wednesday, August 12, 2020 3:37 PM
To: [hidden email]
Subject: Re: Shorten the order fulfillment processs

Hi Georg,

To generate an invoice your order must me complete. It seems you did it so
you should see an invoice number in the
/ordermgr/control/orderview?orderId=youOrder# page

Else you have not yet shipped your product. You can use the "Quick Ship
Entire Order" button to do that. There are other ways, but for testing
"Quick
Ship Entire Order" is easier.

HTH

Jacques

Le 11/08/2020 à 19:51, Georg Potthast a écrit :

> Hi Jacques,
>
> thank you, I could generate an order and complete that. I can print a PDF
> copy of the completed order. But I could not find out, how to generate an
> invoice for this order. There is no button for that in the order process.
> Can I enter say 30 orders for different customers and print invoices for
> these to a single PDF document?
>
> Georg
>
> -----Ursprüngliche Nachricht----- From: Jacques Le Roux
> Sent: Monday, August 10, 2020 4:10 PM
> To: [hidden email]
> Subject: Re: Shorten the order fulfillment processs
>
> Hi Georg,
>
> I did something like that in 2007 for an ecommerce GB company (not with
> the signed delivery note part).
> I had to add some custom code to the order entry wizard/tunnel[1] and it's
> still the same today.
> As the needs are most of the time specific there is no way to have that
> OOTB. But it's easy to add because all the bricks are present.
>
> HTH
>
> Jacques
>
> [1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry
>
> Le 07/08/2020 à 10:04, Georg Potthast 2 a écrit :
>> I hope this question will open in a new thread.
>>
>> We are planning to replace our old ERP system with an OFBiz based system.
>> However, we currently have a different process than the one described in
>> the wiki page OFBIZ/Order+Fulfillment+Process+Overview
>>
>> We take the orders by phone and generate a delivery note from that. Our
>> driver picks the goods from our storage and delivers them to the
>> customer.
>> When he returns with a signed delivery note from the customer, we enter
>> the delivery note into the ERP system. The ERP system takes a look at the
>> agreement details for the customer including his price and generates an
>> invoice which is sent in the mail.
>>
>> This does not seem to fit the process described in the wiki page. How can
>> we use OFBiz to fit our existing process?
>

[Georg Potthast 2]

When I search for BIRT documentation within the OFBiz wiki, I am refered to
this wiki page:
https://cwiki.apache.org/confluence/display/OFBIZ/Birt+Flexible+Reports

On this page there is just the text: "Please refer to online documentation".
However, this is a dead link. Where can I find the documentation?

[Georg Potthast 2]

When I search for BIRT documentation within the OFBiz wiki, I am refered to this wiki page: https://cwiki.apache.org/confluence/display/OFBIZ/Birt+Flexible+Reports

On this page there is just the text: "Please refer to online documentation". However, this is a dead link. Where can I find the documentation?

[Priya Sharma]

Hey Georg,
This blog might help you get started
https://blogs.apache.org/ofbiz/entry/the-birt-flexible-reports-a

You can also check
https://demo-trunk.ofbiz.apache.org/catalog/control/showHelpPublic?helpTopic=BIRT_main,
once the demos are up again.

Regards,
Priya






On Thu, Aug 13, 2020 at 2:18 AM Georg Potthast <[hidden email]> wrote:
>
> When I search for BIRT documentation within the OFBiz wiki, I am refered to this wiki page: https://cwiki.apache.org/confluence/display/OFBIZ/Birt+Flexible+Reports
>
> On this page there is just the text: "Please refer to online documentation". However, this is a dead link. Where can I find the documentation?

[Jacques Le Roux]

Thank you both,

I have updated the link.

Jacques

Le 13/08/2020 à 06:53, Priya Sharma a écrit :

> Hey Georg,
> This blog might help you get started
> https://blogs.apache.org/ofbiz/entry/the-birt-flexible-reports-a
>
> You can also check
> https://demo-trunk.ofbiz.apache.org/catalog/control/showHelpPublic?helpTopic=BIRT_main,
> once the demos are up again.
>
> Regards,
> Priya
>
>
>
>
>
>
> On Thu, Aug 13, 2020 at 2:18 AM Georg Potthast <[hidden email]> wrote:
>> When I search for BIRT documentation within the OFBiz wiki, I am refered to this wiki page: https://cwiki.apache.org/confluence/display/OFBIZ/Birt+Flexible+Reports
>>
>> On this page there is just the text: "Please refer to online documentation". However, this is a dead link. Where can I find the documentation?

[Georg Potthast 2]

Thank you Jacques, it works now! Provides extensive documentation.

> Jacques Le Roux <[hidden email]> hat am 13.08.2020 08:43 geschrieben:
>
>  
> Thank you both,
>
> I have updated the link.
>
> Jacques
>
> Le 13/08/2020 à 06:53, Priya Sharma a écrit :
> > Hey Georg,
> > This blog might help you get started
> > https://blogs.apache.org/ofbiz/entry/the-birt-flexible-reports-a
> >
> > You can also check
> > https://demo-trunk.ofbiz.apache.org/catalog/control/showHelpPublic?helpTopic=BIRT_main,
> > once the demos are up again.
> >
> > Regards,
> > Priya
> >
> >
> >
> >
> >
> >
> > On Thu, Aug 13, 2020 at 2:18 AM Georg Potthast <[hidden email]> wrote:
> >> When I search for BIRT documentation within the OFBiz wiki, I am refered to this wiki page: https://cwiki.apache.org/confluence/display/OFBIZ/Birt+Flexible+Reports
> >>
> >> On this page there is just the text: "Please refer to online documentation". However, this is a dead link. Where can I find the documentation?

[Georg Potthast 2]

Hi Jacques,

I wanted to look again at the link you provided, but it is no longer
available. Is the code available somewhere?

[1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry

Georg

-----Ursprüngliche Nachricht-----
From: Jacques Le Roux
Sent: Monday, August 10, 2020 4:10 PM
To: [hidden email]
Subject: Re: Shorten the order fulfillment processs

Hi Georg,

I did something like that in 2007 for an ecommerce GB company (not with the
signed delivery note part).
I had to add some custom code to the order entry wizard/tunnel[1] and it's
still the same today.
As the needs are most of the time specific there is no way to have that
OOTB. But it's easy to add because all the bricks are present.

HTH

Jacques

[1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry

Le 07/08/2020 à 10:04, Georg Potthast 2 a écrit :

> I hope this question will open in a new thread.
>
> We are planning to replace our old ERP system with an OFBiz based system.
> However, we currently have a different process than the one described in
> the wiki page OFBIZ/Order+Fulfillment+Process+Overview
>
> We take the orders by phone and generate a delivery note from that. Our
> driver picks the goods from our storage and delivers them to the customer.
> When he returns with a signed delivery note from the customer, we enter
> the delivery note into the ERP system. The ERP system takes a look at the
> agreement details for the customer including his price and generates an
> invoice which is sent in the mail.
>
> This does not seem to fit the process described in the wiki page. How can
> we use OFBiz to fit our existing process?

[Jacques Le Roux]

Hi Georg,

You can get the same locally by using

gradlew loadAll ofbiz

then  getting to https://localhost:8443/ordermgr/control/orderentry and following the order entry wizard (tunnel of screens)

HTH

Jacques

Le 16/11/2020 à 08:03, Georg Potthast a écrit :

> Hi Jacques,
>
> I wanted to look again at the link you provided, but it is no longer available. Is the code available somewhere?
>
> [1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry
>
> Georg
>
> -----Ursprüngliche Nachricht----- From: Jacques Le Roux
> Sent: Monday, August 10, 2020 4:10 PM
> To: [hidden email]
> Subject: Re: Shorten the order fulfillment processs
>
> Hi Georg,
>
> I did something like that in 2007 for an ecommerce GB company (not with the signed delivery note part).
> I had to add some custom code to the order entry wizard/tunnel[1] and it's still the same today.
> As the needs are most of the time specific there is no way to have that OOTB. But it's easy to add because all the bricks are present.
>
> HTH
>
> Jacques
>
> [1] https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderentry
>
> Le 07/08/2020 à 10:04, Georg Potthast 2 a écrit :
>> I hope this question will open in a new thread.
>>
>> We are planning to replace our old ERP system with an OFBiz based system. However, we currently have a different process than the one described in
>> the wiki page OFBIZ/Order+Fulfillment+Process+Overview
>>
>> We take the orders by phone and generate a delivery note from that. Our driver picks the goods from our storage and delivers them to the customer.
>> When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system. The ERP system takes a look at the
>> agreement details for the customer including his price and generates an invoice which is sent in the mail.
>>
>> This does not seem to fit the process described in the wiki page. How can we use OFBiz to fit our existing process?
>