Getting Started w/Apache OFBiz In 5 Easy Steps June 2010 Ruth Hoffman rhoffman@myofbiz.com

Beyond Getting Started Getting Started with OFBiz in 5 Easy Steps Agenda Introduction Why OFBiz? 5 Easy Steps Beyond Getting Started Disclaimer The fine print: If you are looking for a session to tell you how to deploy and go live in five easy steps, you are in the wrong place! Run, do not walk to the nearest exit.

Getting Started with OFBiz in 5 Easy Steps Introduction Who Am I? Poster Child for OFBiz Built Many Application w/OFBiz Ruth Hoffman OFBiz VoIP E-Commerce, Phone Number Inventory, Self Service Portal Logfile Analyizer Framework Enterprise License Key Management Tool Using OFBiz at myofbiz.com

Getting Started with OFBiz in 5 Easy Steps Why OFBiz? Get Up and Running Fast OFBiz Does All The Heavy Lifting  No Developers Necessary  No Expensive Database Administrators  No Special System or Network Expertise Reliable, Dependable, Secure and Proven Framework Open And Free! Why Use OFBiz?

Getting Started with OFBiz in 5 Easy Steps Why OFBiz E-Commerce? Why Use OFBiz?

Getting Started with OFBiz in 5 Easy Steps The STEPS Step 1: Problem Definition Step 2: Gap Analysis Step 3: Site Prep & Download Step 4: Prototype Step 5: Review Results

Getting Started with OFBiz in 5 Easy Steps STEP 1 Problem Definition Write It Down What are we trying to do? Do we have requirements? How will we measure results? How will we know we are done?

Getting Started with OFBiz in 5 Easy Steps STEP 2 Gap Analysis No Knowledge Functioning Store

Getting Started with OFBiz in 5 Easy Steps STEP 3 Site Prep & Download Prerequisites Java 1.5 500-700Mbytes Disk Internet Access to Download Some Patience

Getting Started with OFBiz in 5 Easy Steps STEP 4 Prototype Test The Download First Implement The Prototype Test Again

Getting Started with OFBiz in 5 Easy Steps STEP 4 Prototype Test Download Out-Of-The-Box “Getting Started” Test Website Store Shopping Cart Checkout Order Management Product Management User Access Controls OFBiz ERP: One Database Many Uses

Out-Of-The-Box OFBiz eCommerce Store Landing Page Getting Started Prototype Out-Of-The-Box OFBiz eCommerce Store Landing Page “Getting Started” Testing Look For: Product Listings Welcome Message Catalog Drop Down Search Feature Store Branding Internationalization Shopping Cart Special Offers Surveys Time: 1 Hour

Using The Catalog Manager Add Your Logo And Store Brand to the Website Getting Started Prototype Using The Catalog Manager Add Your Logo And Store Brand to the Website Prototype Requirement Add Brand To Website Store Use Tools Provided? How Hard Is It? How Long Did It Take? E002.png Using the Catalog Manager we can easily change the website store’s logo and title as shown. An OFBiz instance may have many stores both physical and Web based. Time: 5 Minutes

Add Your Products and a New Catalog to Your Website Getting Started Prototype Add Your Products and a New Catalog to Your Website E003.png Prototype Requirement Add Products To Website Store Use Tools Provided? How Hard Is It? How Long Did It Take? Does Everything Still Work? Time: 25 Minutes

Can We Add Products to the Shopping Cart? Getting Started Prototype Can We Add Products to the Shopping Cart? c001.png Prototype Requirement Does The Shopping Cart Work? Use Tools Provided? How Hard Is It? How Long Did It Take? Does Everything Still Work? Shopping Cart Highlights: Cart shows products as added. Cart behaves same way. Can still add/remove/recalculate cart. Totals still work. Time: N/A

Let’s Try The Quick Checkout Getting Started Prototype Let’s Try The Quick Checkout Co001.png Prototype Requirement Can We Checkout w/New Products? Destination Address Correct? Shipping Estimates Given Based on Product Size & Weight Gift & Special Shipping Instructions? Payment Methods Preserved? Add New Payment Methods? Time: N/A

Getting Started Prototype Final Checkout Review Prototype Requirement Does Our Order Look in Order? Totals Calculated Correctly? Payment Method Correct? Shipping Info Preserved? Products Listed Correctly? Unit & Quantity Correct? Can We Submit the Order? Time: N/A

Getting Started Prototype Order Confirmation? Prototype Requirement Was An Order Created? Order Items Correct? Quantities & Unit Price? Payment Method and Contact? Cart Adjustments? Shipping Destination & Instructions? Totals Correct? O001.png Time: N/A

Did It Work? Can I Download the eBook? Getting Started Prototype Did It Work? Can I Download the eBook? Oh001.png Prototype Requirement Order History Review Order Number Match? Digital Products Available? Link to View Entire Order? Time: N/A

Getting Started Prototype Can I Download the eBook? Not Yet Order Must Be Approved Using the Order Manager Om001.png Order Manager Features Shows No Payment History Status Set to Created User Notified Links to “Approve” Order Links for Posting Payments Shipping Delivery Time: 10 Minutes

Can I Download the eBook? [Order Manager page continued] Getting Started Prototype Can I Download the eBook? [Order Manager page continued] Order Manager Features Each Line Item Has Individual Item Status Shipping Status w/Dates Inventory Link Price & Adjustments Sub Totals Place For Order Notes Om002.png/om003.png .

Can I Download the eBook? Order Status After Payment Accepted Getting Started Prototype Can I Download the eBook? Order Status After Payment Accepted Order Manager Features Shows Payment Received Status Changed to “Approved” User Notified New Invoice Number Links for PDF Shipping Oh003.png Time: N/A

Can I Download the eBook? Go For It! Getting Started Prototype Can I Download the eBook? Go For It! Prototype Requirement Digital Product Available for Download Once Payment Posted? Site Automatically Updated? User Notification Sent? Items Shipped? Time: N/A

Let’s Try Adding a Store Promotion Getting Started Prototype Let’s Try Adding a Store Promotion Prototype Requirement Add New Store Feature Automatic Site Notification? Rebuild Catalogs? Redefine Products? Selectively to Products? With the Store Running? Automatic Application? Pro001.png Time: 20 Minutes

Getting Started Prototype This Promotion Requires a Coupon to Activate Pro002.png Prototype Requirement Add New Store Feature Use Catalog Manager Prototype Requirement Add New Store Feature How Long Does It Take? How Hard Is It To Do? Time: 5 Minutes

Getting Started Prototype Cart After Adding “Secret” Coupon Pro003.png

Getting Started with OFBiz in 5 Easy Steps STEP 5 Review Results Website Store Up & Running My Brand Front & Center  My Products  DBAs Required  Special Skills (Programming)  Special System Administration

Getting Started with OFBiz in 5 Easy Steps Beyond Getting Started Add or Remove Store Features  DBAs Required  Special Skills  Special System Administration Add or Remove Products & Catalogs Change Store Look & Feel CSS, HTML, JavaScript & XML Next Steps, GOTO Step 1