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• Quotation to Order - This process manages the cycle of tasks involved in the quotation process and starts with the requests a quotation all the way through to the creation of the order. (NOTE: This can be both customer or supplier based)
• Lead to Customer ? - This process involves the cycle of tasks involved in attracting new customers
• Order to Cash - This process manages the cycle of the tasks involved the sales process and starts with the creation of a customer order all the way through to delivery and payment of the invoice.
• Procure to Pay - This process manages the cycle of tasks involved in the procurement process and starts with the creation of the supplier order all the way through to the reception of the goods and the payment of the supplier invoice
• Returns Management - This process manages the cycle of tasks involved in the return of goods and starts with the request for return all the way through to replacement or credit. (NOTE: This can be both customer or supplier based)
• Inventory Management - This process manages the cycle of tasks involved in tracking inventory and the movement of goods within their storage locations, and also includes management of the stock value and physical inventory
• Manufacturing and MRP - This process manages the cycle of tasks involved in the making of products and ensuring that the material necessary for production is forecast to be available at the right time
• Project and Services Management - This process manages the cycle of tasks involved in the delivery of projects or services
• Payables and Receivables Management - This process manages the cycle of tasks involved in the collection of money from customers and also the payment of money to suppliers
• Bank Statement Reconciliation - This process manages the cycle of tasks involved in the entering and reconciliation of bank statements with the transactions (accounts receivable and accounts payable) and the balances within the General Ledger
• Acquisition to Disposal - This process manages the cycle of tasks involved in managing an asset and starts with its purchase all the way through to its disposal
• Asset Maintenance - This process manages the cycle of tasks involved in maintaining an asset and includes how to plan maintenance for assets or equipment
• Request to Resolution - This process manages the cycle of tasks involved in customer or user support and starts with the creation of a help desk ticket all the way through to ticket resolution
• Hire to Retire - This process manages the cycle of tasks involved in employee and human resources, and starts with the recruitment of staff all the way through to the retirement
• Financial Reconciliation and Period Closing - This process manages the cycle of tasks involved in daily accounting activities all the way through to the closing of an accounting period.
• Budget Management - This process manages the cycle of tasks involved in managing budgets and starts with the creation of a budget all the way through to the reporting of actuals
• Budget Analysis - This process manages the cycle of the tasks involved in reviewing and analysing budget expenditure
• Reporting - This process manages the cycle of tasks involved in both internal and external reporting

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As part of the initial setup for OFBiz you will need to setup at least one facility which can be your office or product warehouse. (The demo data includes a facility called "Webstorewarehouse")

Products and Webstore

Using OFBiz to Manage Business Processes

Customer Relationship Management

Sales Management

Procurement Management

Warehouse Management

Production Management

Financial Management