Odoo Migration

Odoo Migration

Odoo Migration

Companies must adapt to the latest ERP systems if they are to develop more swiftly and respond to new opportunities and difficulties with exceptional agility. It is essential to understand that there are times when simply updating or integrating with third-party software will not be sufficient to help you beat the competition. We understand how important it is for businesses to maintain growth and scalability, which is why they can leverage Odoo Migration to solve their problem. We don’t want you to choose Odoo without analyzing it, so let’s go over all of the opportunities it offers. 

Why Odoo Migration?

Odoo ERP is a cost-effective tool for all types of businesses whether it is small enterprises, start-ups, or large businesses all benefit from this ERP solution to improve their operations. The sooner you decide on Odoo Migration, the faster you can build a solid ERP infrastructure capable of meeting your expanding business needs while remaining future-proof. 

  • 7 million users
  • 120+ countries.
  • 30000+ Odoo Applications.
  • Large Community.
  • Community and Enterprise version.

Why Migrate to Odoo ERP From Other ERPs?

  • Functionalities- Odoo Migration will offer you access to functions you never believed were feasible. 
  • Strong Traceability – You will be able to track more products and services more accurately.
  •  Data Migration Support – Data migration from your old software to the new ERP is a difficult operation. However, Odoo allows you to secure data migration without losing important data with its expert partner team.
  • Modular structure- Odoo offers a variety of modules so users may select the ones that best meet their needs and give a 360-degree picture of every aspect of your business.
  • Cost Effective- Odoo’s relatively low maintenance, upgrade, and infrastructure costs enable you to make significant financial savings without compromising performance.
  • Integration support- Odoo, as the most efficient ERP, allows for seamless integration with all modules and third-party apps.
  • Better Accessibility– To satisfy its client’s needs for industry-specific ERP systems, Odoo offers both on-premises and cloud-based options.
  • Compatibility- Odoo is fully compatible with numerous enterprise modules, applications, and software technologies and helps in solving compatibility issues with your current ERP.

Things to consider in Odoo Migration Process for Smooth Transition:

  • Understand your Requirement.
  • Manage Resources.
  • Build a dedicated Team.
  • Establish Customization Needs.
  • Confirm Data that need to be migrated.
  • Ensure Employee Training.
  • Find the Right Odoo Migration Partner.

SAP to Odoo Migration– 

Despite being one of the oldest and most experienced ERP systems, it is not flexible enough to accept modest workflow changes. Sap releases numerous versions, and upgrading to a new version each year is not financially feasible for businesses in the long term, causing them to use an older version for a longer period. However, if you don’t have a huge budget but still need customizations to satisfy the complex requirements of the firm, Odoo is a superior option. 

Why Migrate from SAP to Odoo?

  • Lack of support in workflow customization.
  • Expensive to Manage.
  • Bigger Budget ERP Solution.
  • Comparative less scope of customization.
  • A significant barrier to upgrades.

Sage to Odoo Migration –

Sage is an ERP Management solution, however, it is more known as an accounting tool, and its ERP capabilities are limited when compared to Odoo. Sage has two versions: Sage One Accountant Edition, designed for accounting contractors, and Sage Cloud, a service for SMEs. Odoo ERP is a more adaptable solution than Sage200 owing to its tight integration and better adaptability with its modules and third-party software. 

Why Migrate from Sage to Odoo?

  • Limited Third-party Integrations.
  • No free trial periods.
  • More Expensive.
  • Limited Usability Support.
  • Accounting software is more than ERP.
  • No support for Opportunity management & Lead scoring.
  • No live chat functionality.

ERPNext to Odoo Migration-

ERPNext is a relatively new business management software on the market with a small customer base; while it is less expensive than Odoo, it lacks several essential features such as contract management, freight carrier integration, QR codes, automatic time tracking, and others. Odoo’s enterprise edition, on the other hand, provides strong product support for all of these functionalities. 

Why migrate from ERPNext to Odoo?

  • Smaller Support Community.
  • Limited Feature support.
  • Lack of Advance Customization. 
  • Few Integration Facilities.
  • Suitable for simpler operations.

NetSuite to Odoo Migration- 

NetSuite is a comprehensive business solution for mid to large-sized organizations, but it can be limiting in the long run. NetSuite’s business management software segment is divided into four parts: inventory, supply chain, financials, and CRM. While the features of Odoo and NetSuite appear to be similar, Odoo ERP seems to have a little advantage due to its user interface, extensive capabilities, and low cost. NetSuite, on the other hand, has few customization choices. 

Why migrate from NetSuite to Odoo?

  • Operated only on Cloud.
  • Customization flexibility.
  • Lacks Advanced HR Management.
  • Limited module Options.
  • Lower User Base.
  • Expensive for small businesses.

Dolibarr to Odoo Migration– 

The Dolibarr is a web application with a collection of features that are suitable for businesses, foundations, and Freelancers. an application that is both open source and a customer relationship management tool. Dolibarr can fulfill the fundamental ERP needs of small and medium-sized businesses. However, if you’re looking for software that helps you comply with the current federal setup, it requires personalization and may require further help or altering of the codes.

Why Migrate from Dolibarr to Odoo?

  • Functionality is limited.
  • Only Email Customer Support option.
  • There is no free trial.
  • Poor Training Support.
  • Platform support is limited.
  • Few Integrations Options
  • Limited Audience 

Get the Right Partner to work for your Odoo Migration

After comparing Odoo to other ERP solutions, you may have learned that Odoo has a lot more to offer than the other ERP you are using now. To make a decision, an organization must first define specific requirements, business processes, and future state requirements. You need a partner who is an expert in this industry to capture this and assist you with Odoo migration processes.

At Bista, we offer-

  • +3 decades Of Expertise.
  • Performed 50+ migration projects for all major industry verticals.
  • •250+ Experienced and dedicated consultants & Developers Team for Odoo Migration.
  •  Placing your data’s safety and security first.
  • Consecutive 4-time winner of “Best Odoo Gold partners”
  • Tested migration and delivery methods.
  • 24/7 Support for clients.
  • Proven track record of providing data migration solutions.
  • Cost-effective services to save the client time and money.

Talk To an Expert Today!

Best Odoo Manufacturing ERP Solution

Best Odoo Manufacturing ERP solution

Best Odoo Manufacturing ERP Solution

Bring Leadership, Value, Trust, and Excellence in your Manufacturing Business…

An emerging trend toward using digitization has an influence across all industries, especially in the manufacturing sector. Across the manufacturing sector, from the shop floor to the C-suite, new technologies are being deployed. As a result, it became crucial to examine the supply chain, operations, and culture and determine what is important and capable of actually transforming business. The manufacturing business leverages Odoo Manufacturing ERP for speedy digital transformation in line with industry trends. With this centralized revolutionary solution, many manufacturing businesses have differentiated themselves.

 Find success with Odoo ERP for Manufacturing Industry:  

Odoo ERP allows for the seamless management of all business processes, including inventory management, work orders, customer service, and accounting. Odoo ERP and its open-source approach can assist manufacturing businesses in achieving critical speed, flexibility, and transparency. This will aid the company’s growth and boost its ROI. Through cutting-edge digital efforts, Odoo manufacturing ERP reduces risks and establishes a competitive advantage. Odoo ERP includes particular operational abilities that can be utilized for warehouse or client planning, manufacturing, quality control, and distribution.

Features Of Odoo Manufacturing ERP

 Various Odoo Modules with Quick Integration:

 Manufacturing Management:

  • Manufacturing Order Management
  • Work Orders
  • Control Panel
  • Routing
  • Barcode / Lot Serial Number Tracking

Quality Management:

  • Control Points
  • Quality Checks & Alerts
  • Product Quality Inspection

Purchase Management:

  • Request for Quote
  • Manage Order
  • Manage Invoice

Inventory Management:

  • Inventory Planning
  • Warehouse Management

Maintenance Management:

  • Equipment Management
  • Maintenance Request
  • Calendar & Statistics

CRM & Order Processing

  • Lead Management
  • Opportunity Management
  • Order Management

Industry-Specific Odoo Manufacturing ERP Solution Built to Meet Every Industry Needs:

  • Odoo ERP for Equipment Manufacturing
  • Odoo ERP for Furniture Manufacturing
  • Odoo ERP for Electronic Manufacturing
  • Odoo ERP for Plastic Manufacturing
  • Odoo ERP for Steel Manufacturing
  • Odoo ERP for pharma Manufacturing
  • Odoo ERP for Metal Industry
  • Odoo ERP for Automobile Manufacturing    

Offering Powerpack Odoo ERP Solution for Every Manufacturing Business Model:

  • Make to Order (MTO)
  • Make to Stock (MTS)
  • Batch Manufacturing
  • Process Manufacturing
  • Discrete Manufacturing
  • Job Shop
  • Mixed Mode

Diverse Range of Manufacturing Sectors are Finding Success with Our Solution: 

Bista Solution, an Odoo implementation partner with more than three decades of industry expertise, has helped manufacturers in leveraging Odoo Manufacturing ERP systems. We give greater product quality, efficient resource utilization, and better inventory management by using Odoo Best Practices in real-time analytics of your manufacturing operations. When you work with us, we promise cost-effective implementation as well as 24/7 support for your IT landscape.

Why Bista Solutions?

  • Among the Top Odoo Gold Partners globally with strong Implementation, Integration, and support capabilities.
  • 250+ Odoo Professional Developers and Consultants team with exceptional Domain Knowledge collaborated with various Manufacturing Leaders and able to handle Odoo engagement of any size, scope, and complexities.
  • Consultative and Customized Approach to engagements delivering transformative Odoo Solutions to Manufacturing and providing value with our tailored solution.
  • We utilize cutting-edge technology and the latest tools to enhance your ROI.
  • Bista Solutions works as a problem-solver and constantly focuses on the problems, practices, and people of your business to develop specialized solutions.
  • We strive to build lasting relationships with our clients and use cost-effective, high-quality resources in our development processes.

Out-of-Box Odoo Suite by Bista Solutions: 

Production Planning and Scheduling (PP&S):

Our production planning and scheduling (PP&S) solution offer you visibility and control over all the core functions of your manufacturing: planning, production, quality, inventory, and beyond. You can pick the most realistic manufacturing strategy and simplify the management of your production lines by using our capacity planning & scheduling solutions in your business.

  • Finite Capacity Planning & Scheduling
  • Sequential Planning Feature
  • Multi-level BOM.
  • Auto Production Schedule
  • Process Wise Inventory
  • Tool Management
  • Purchase Lead Time
  • Planning Playground – Dashboard
  • Work Center Optimization
  • Available to Promise (ATP)
  • Rush Order
  • Skill Matrix
  • Planning by Resource
  • Shop Floor Management
  • Report Management

Take charge of your Planning system!  Book a Demo

Odoo PLM (Product Lifecycle Management):

Our Odoo product lifecycle management (PLM) solutions, help businesses to optimize their sales pipelines and boost customer experiences.

  • Strong Dashboard Interface
  • Production Management
  • Better Cost Control
  • Centralized Data Sharing
  • Quicker Time to Market

Manufacturing Resource Planning (MRP)

Our out-of-box Odoo MRP helps in streamlining all aspects of your manufacturing company, from quality control and regulatory compliance to production planning and process scheduling.

  • Accurate Costing and Scheduling
  • Just In Time Management
  • Multi-level BOM
  • Work Center Control Panel

Master Production Schedule (MPS)

Our Odoo master production schedule (MPS) is a demand-driven production forecasting tool. It is used to plan output and predict demand based on projected demand.

  • Plan Manufacturing
  • Demand Forecast
  • Organize Work Orders
  • Automate Scheduling
  • Work Center Capacity

Odoo Project Manufacturing

Odoo Project Manufacturing is a time-saving tool that can offer us with a visual overview of all your ongoing projects. This facilitates the management of individuals, tasks, deadlines, multiple projects, daily timesheets, and so on.

  • Plan & Track Employees Tasks
  • Rearrange Task Stages
  • Intrusive project dashboard
  • Flexibility to Arrange Task Stages
  • Timesheets

We blend expertise and technology to enhance the agility and resilience of your manufacturing business.

  • Receive value more quickly
  • Scalability
  • Flexibility
  • Greater Support
  • Security
  • Mind at ease

Overview Demo Video on Odoo Manufacturing ERP:

Our commitment and professionalism have earned us the title of “Best Odoo Gold Partner.”

Awards & Recognition:

  • Awarded as  “The Best Odoo Gold Partner  North America 2023”
  • Awarded as  “The Best Odoo Gold Partner  North America 2022″
  • Awarded as  “The Best Odoo Gold Partner  North America 2021”
  • Awarded as  “The Best Odoo Gold Partner  North America 2018″
  • Awarded as  “The Best Odoo Gold Partner  North America 2016″
  • Awarded as  “The Best Odoo Gold Partner  North America 2015

Odoo Partner Odoo Manufacturing module

Trusted by Manufacturing Leaders

          (Testimonials)

We want the manufacturing industry to be open and transparent about its biggest challenges so that we can offer custom solutions that could alter the course of the manufacturing business in the future. Don’t hesitate to shake hands and collaborate with our talented minds as they transform your manufacturing business into the manufacturing of the future using their extensive knowledge of Odoo Manufacturing ERP solutions and their deep manufacturing domain expertise, which they have acquired through years of designing and delivering solutions for multinational manufacturers.

Leverage Bista Solutions to get a future-ready manufacturing solution.

Contact Us Today!

Odoo HIPAA Compliance

Odoo HIPAA Compliance

The rise in technology has paved the way for businesses to automate their processes, centralize their islands of information and keep track of every digital file on record. Long gone are the days of manual entry or physical bookkeeping. This shift, however, from the physical to the virtual world, has also enabled new types of threats to come forward. Including hackers, computer viruses, and malware. While not everything is vulnerable to this, sensitive information like health information is susceptible to this type of threat. Fortunately, that’s where HIPAA compliance steps in and ensures individuals are protected from any kind of virtual menace. To do so digitally from your ERP system Odoo HIPAA compliance module is a good fit for it.

What is HIPAA?

HIPAA stands for Health Insurance Portability and Accountability Act. Enacted in 1996 by US Federal law, HIPAA protects the privacy and security of an individual’s health information and provides the individual with rights over their health information. This act’s intent is to reform the healthcare industry by reducing costs, simplifying administrative processes and burdens, and improving the privacy and security of individuals’ health information.

Simply put, HIPAA is meant to protect your sensitive health information in this ecosystem as well as, regulate how it can be used or disclosed.

2 Types of Organizations that are regulated under HIPAA:

  • Covered Entities
      • Are the source of protected health information (PHI) and where it is first generated; they are the ones with the direct relation with the individuals whose PHI is being kept — ex: healthcare providers, health plans, healthcare cleaning houses
  • Business Associates
      • Covered entities must often share PHI with third parties such as medical billing, answering services, software companies, marketing companies, and insurance brokers – in order to perform their operations. Those third parties are referred to as business associates under HIPAA; they receive PHI from a covered entity or another business associate.
      • They are to sign a business associate contract and give it to covered entities who then keep this documentation

What is HIPAA Privacy?

HIPAA Privacy Involves protections for Personal Health Information (PHI) from a people standpoint as well as supporting individuals’ rights. Essentially, this is protection for employees, partners, and clients. Its two main objectives are to:

  1. To protect the privacy and security of an individual’s PHI (ex: business associate contracts, policies and procedures, awareness training for staff, breach notification process, etc.)
  2. To provide rights to individuals on their PHI (ex: patient rights forms and policies and procedures)

Complying with HIPAA Privacy

An organization must implement the following 3 components.

  1. Compliance Officers: An organization must designate an individual to take responsibility for implementing and overseeing HIPAA Privacy compliance at the organization
  2. Employee Training: An organization must train all of its workforces that has access to PHI on HIPAA awareness training and at a minimum of 2 years thereafter and when the regulations change
  3. Formal Documents & Controls: An organization must implement formal documents and controls to protect PHI that the organization has access to or maintain. This includes formal policies and procedures, patient rights documents, business associate contracts, breach notifications, etc.

What is HIPAA Security?

HIPAA Security regulations are technology neutral and scalable which means every organization has flexibility in the technology they use to implement those safeguards as long as they meet the requirements. Involves protections for Electronic Personal Health Information (ePHI)  from an electronic or IT standpoint. Its two main objectives are:

  1. To make sure that ePHI is not hacked, stolen, or misused (ex: protections involve firewalls, antivirus, strong passwords, security logging, building security, screensaver locks, encryption, media controls, standards for destruction and disposal, etc.)
  2. To make sure that ePHI is not destroyed and is available (ex: protections involve data backups both onsite and offsite, as well as antivirus, disaster recovery plan, etc.

Complying with HIPAA Security

An organization must implement the following 3 components:

  1. Compliance Officers: An organization must designate an individual to take responsibility for implementing and overseeing HIPAA Security compliance at the organization
  2. Validate & Fix: An organization must perform a risk assessment to validate their facilities, technology infrastructure and security measures against the HIPAA Security standards, identify any gaps or deficiencies, and correct them. They should perform this validation at least once a year thereafter.
  3. Formal Documents & Controls: An organization must implement formal documents and controls to protect ePHI that the organization has access to or maintain. This includes formal policies and procedures and documents required and specified by the HIPAA Security standards.

Why Does HIPAA Compliance Matter?

For starters, many of HIPAA’s requirements are just best practices already implemented in other industries. HIPAA can be considered a common federal “minimum floor” for everyone to achieve. Now as for why, well – for a plethora of reasons:

  • Morality: No one would their private health information be shared or distributed
  • Financial Penalties: Penalties can reach up to $50,000 if HIPAA compliance is not followed in the healthcare industry
  • Public Exposure (your company could be susceptible to loss of market share)
  • Loss of Accreditation: no one would trust your company or want to do business with it if there was a risk or previous history of sensitive information leaks
  • Litigation Damages: anyone can sue you for the distribution of their personal information, especially if it was not consensual
  • Imprisonment: You run the risk of being put behind bars,
  • And so much more

Odoo Hipaa Compliance

HIPAA Controls Implementation in Odoo

There are countless ways to make sure your Odoo ERP, or any business management software, is HIPAA Compliant. One of those ways, apart from going to an ERP partner for verification, is by implementing HIPAA controls in Odoo.

  • Strong Password Generation
  • A strong password should include a mix of lower-case and upper-case letters, numbers, and special numbers.
  • A very strong password should include all kinds of characters and be at least 12 characters long.
  • Every 3 months users need to change their password for security.
  • Audit Logging
  • PHI and ePHI data logs enable a separate audit-log table
  • Every transaction related to PHI and ePHI data should log into an audit-log table
  • All the objects related to PHI and ePHI information having the functionality to update the value of the fields should log into the chatter for tracking change log.
  • Auto Logoff
  • As a general practice, users should log off the system they are working on when their workstation is unattended.  However, there will be times when workers may not have the time, or will not remember, to log off a workstation.  Automatic logoff is an effective way to prevent unauthorized users from accessing EPHI on a workstation when it is left unattended for a period of time. 
  • Advance Level Access Right Configuration for ePHI and PHI Data
  • Security rule for the access PHI and ePHI data based on the access rights
  • Restricted to downloading any PHI and ePHI data

Bista Solutions: Odoo HIPAA Compliance Partner

The Bista team has over 2 decades of ERP experience, with over 250 resources at your disposal. These include certified developers as well as functional and technical ERP and AI automation consultants. Furthermore, each member of our team is HIPAA certified. Our expertise stretches across ERP implementation, business analysis, AI automation, and digital transformation. Connect with our experts today to see how we can ensure your business is Odoo HIPAA compliant. 

Sales Representative App

Supercharge your sales with Odoo sales Representative App

Sales Representative App

Outperform your sales Goals with our Comprehensive Sales Representative App tailored to your business domain-

Tired of erratic sales figures? If you and your team are consistently failing to meet targets, this can be time to invest in an efficient sales management process. Our Sales Rep app is designed exclusively for field sales representatives and allows your company’s management admin to better lead their teams with real-time performance statistics. It allows them to rapidly evaluate reps and make appropriate changes. It provides a comprehensive picture of the sales process, allowing sales teams to complete more transactions in less time by making wise use of real numbers and insights.

Our sales representative App is packed with every capability that will increase sales wins, there are some other features designed exclusively for the sales management process.

  •  Real-Time Field visibility- If you want to improve your sales management abilities, you must first understand how your field Sales reps spend their time. By giving sales managers fast feedback on the prospecting efforts of their Sales Rep team. Our Sales Representative App has made it much easier. You can see how each of your representatives is performing and how your team is performing in terms of quota.
  • Customer Outlet management- It offers Sales Rep the ability to add new leads, potential customers, outlets, and prospective outlets through the sales Rep app using the client types, configurable fields of your interest, recruitment criteria, source, and status at each stage by their buying interest.
  • Awesome Catalog option- To ensure your sales team has all the information necessary to close a deal, our sales rep App provides detailed product specifications, product inventories, and pricing lists.
  • Quotation/Order Reporting- Our sales rep app includes a quote option for capital item sales. Reports comprising of location & time information, as well as information on the Visit Type and Client Status, are submitted in the user app upon task completion. Capture client orders from catalogs by leveraging targeted, fast-moving, and discounted SKUs based on stock availability via primary, secondary, and tertiary channels. It also provides an admin view of client visits and meeting outcome progress.
  • Offline Mode – It can function whether you have an Internet connection or not. When a network connection is available, the data is automatically synced.
  • Sales Rep productivity- A solid sales management procedure like the one in our sales Rep app will make it simple for salespeople to complete their jobs, raising team-wide productivity to new heights.
  • Payment Collection- You can change collection amount data by payment method and view the due invoice amount and receivables against each order in Sales Rep App.

Sales Rep App

Reason To Try Our Sales Rep App.

  • Powerful Insight to improve and Measure– Your sales team’s performance is thoroughly analyzed (with graphs) by the Sales Rep App, which points your company to move in a necessary direction for progress. You can only get better at what you can track, after all!
  • Increased ROI- With the help of our Odoo Sales Rep App, you’re operational or overhead costs will be significantly reduced, enhancing ROI. It proves to be the best Sales Force Automation Software available.
  • Real-Time Sales Monitoring– Helps in managing the success of your sales force by allowing you to watch field visits. You can look up your salesperson’s whereabouts and see where they are currently working. Team performance improves by a lot due to real-time monitoring of sales reps.
  • Centralized Data and communication- Organize and simplify your sales process by centralizing all of your important information and procedures. With our Sales Rep App, the sales team will have easy access to the relevant data, & it will also be easier to stay on top of things.
  • Increase Transparency- Your sales team won’t benefit from uncertainties or fraud anymore since our platform offers the finest, simplest approach to keeping track of every sales activity. For what it’s worth, you won’t have to worry about being unaware of routine business in your organization ever again!
  • Easy planning and execution- Our Sales Rep App effectively helps your planning and execution by directing you on how to go forward with a fresh planning strategy based on your reports.

Other Benefits Of Sales Representative App….

  • Tailored to your Need- Each organization has different priorities, and our team of competent developers is aware of this. Even though our sales rep app has all the functionality you want. We always customize it to meet your unique requirements.
  • Expert Support- Each project is guaranteed to be successful by our carefully thought-out implementation procedure and support team. We are always available from the moment our sales rep app is deployed in CRM till your team is trained.
  • Easy Implementation- We firmly believe that great software can only prove its value when it can be used by everyone without a hitch! And that is exactly what we provide with our years of experience and seamless implementation of the sales rep App.
  • Intuitive UI – Our sales rep app allows the sales staff to adapt it quickly due to its basic UI and simple-to-understand features.

 

Get Started

 

It is not simple to manage your sales reps and track deals as they go from initial contact through conversion. There are several repetitive procedures you can employ to do it. Your company’s success depends on the effectiveness of your sales management procedure. Our Sales Rep app’s field mapping, real-time field visibility, thorough data analysis, and sales rep productivity tools will help you boost the sales process. If you want to win sales for your company in a shorter amount of time, your quest is over.

Would You Prefer a Sales Rep Application Demo Before You Get Started?

 

    Partenaire Odoo au Québec

    Partenaire Odoo au Québec

    Un logiciel de gestion d’entreprise est un élément clé non seulement pour gérer ses opérations commerciales, mais également pour la réussite globale de son entreprise. Que l’entreprise soit grande ou petite, les logiciels de planification des ressources d’entreprise permettent d’avoir une vue d’ensemble et, le plus souvent, en temps réel. Cela peut aider de multiples façons, notamment en permettant aux individus de prendre des décisions de gestion avec les données acquises. Odoo est un logiciel de planification des ressources d’entreprise open source complet qui fait exactement cela. Cependant, avec des milliers d’applications parmi lesquelles choisir, la mise en œuvre des applications idéales pour son entreprise peut être une tâche ardue. La sélection des applications incorrectes peut faire régresser les opérations commerciales. Heureusement, aller chez un partenaire Odoo au Québec est la solution.

    Communauté Odoo et Entreprise Odoo

    Odoo ERP propose plus de 30 applications d’entreprise (sous licence) et plus de 18 000 applications communautaires (gratuites et open-source). Alors que certaines applications sont payantes, il y en a des milliers qui sont gratuites. La meilleure partie du prix (ou de son absence) est que les applications gratuites sont open source. Cela signifie qu’avec un développeur expérimenté, vous pouvez adapter les applications aux besoins et aux exigences de votre entreprise.

    De plus, ces applications aident les entreprises à augmenter leurs ventes, à intégrer des services ou des plateformes sur Odoo, à rationaliser les opérations, à gérer les finances, à amplifier le marketing, à créer un site Web, entre autres choses. Les applications sont également séparées par départements de l’entreprise afin de faciliter la recherche. Par exemple, les applications des ressources humaines incluent des applications créées pour faciliter le recrutement, gérer les heures de travail des employés, etc. 

    Il convient de noter que bien qu’il existe une pléthore d’applications parmi lesquelles choisir, seul un expert en la matière sera en mesure d’évaluer la structure et les lacunes de votre entreprise afin de vous proposer la solution la plus optimale. Ce n’est pas parce qu’il existe des milliers d’applications disponibles que toutes serviront dans votre intérêt. Les partenaires Odoo accrédités au Québec auront les connaissances et l’expérience nécessaires pour recommander des implémentations idéales pour votre entreprise. Non seulement l’équipe évaluera les points faibles de votre entreprise, mais elle proposera des solutions rentables et modulaires pour optimiser les opérations.

    Services ERP Odoo 

    Un partenaire Odoo au Québec vous fournira les services suivants pour votre entreprise au strict minimum : 

    • Consultation Odoo
        • C’est là que le partenaire Odoo au Québec prendra un appel avec vous, ou même visitera votre entreprise sur place afin d’évaluer la situation, d’identifier les points faibles de l’entreprise et, finalement, d’avoir une conversation avec vous. Après avoir appris et écouté les préoccupations du client, l’équipe de mise en œuvre de l’ERP concevra des solutions qui vous aideront à atteindre et à dépasser vos objectifs commerciaux.
    • Implémentation d’Odoo
        • Lors de la consultation, le partenaire Odoo au Québec tracera le calendrier et estimera le temps d’achèvement, parmi tous les autres détails nécessaires entourant la mise en œuvre de l’ERP Odoo.
    • Personnalisation d’Odoo
        • Odoo étant open source, le partenaire Odoo au Québec fera de son mieux pour personnaliser les applications nécessaires afin de les adapter aux besoins de votre entreprise et de les transformer en logiciel de rêve pour votre entreprise.
    • Intégration Odoo
        • Si vous utilisez déjà un logiciel particulier pour gérer vos systèmes d’affaires, un partenaire Odoo au Québec peut facilement l’intégrer à l’ERP Odoo. Avec des centaines d’intégrations à votre disposition et de nombreuses personnalisations, aucune intégration n’est un défi.
    • Assistance Odoo
        • Avec toute implémentation ERP, un support adéquat est une nécessité. En tant que tel, votre partenaire Odoo au Québec devrait être en mesure de vous fournir une assistance 24 heures sur 24, 7 jours sur 7 après la mise en œuvre au cas où divers problèmes surviendraient en cours de route.

    Comment choisir le bon partenaire Odoo au Québec ?

    Il existe d’innombrables partenaires Odoo sur le marché, et encore plus de partenaires ERP généraux. Trouver le bon maintenant peut parfois donner l’impression de chercher une aiguille dans une botte de foin.

    Même s’il y a d’innombrables choses à rechercher chez un partenaire ERP, considérez les caractéristiques suivantes comme point de départ :

    • Conseil expérimenté
        • C’est là que le partenaire Odoo au Québec prendra un appel avec vous, ou même visitera votre entreprise sur place afin d’évaluer la situation, d’identifier les points faibles de l’entreprise et, finalement, d’avoir une conversation avec vous. Après avoir appris et écouté les préoccupations du client, l’équipe de mise en œuvre de l’ERP concevra des solutions qui vous aideront à atteindre et à dépasser vos objectifs commerciaux.
    • Expertise en la matière
        • Le partenaire Odoo au Québec a-t-il de l’expérience avec le problème en question ? Le partenaire a-t-il les connaissances et les ressources pour résoudre votre problème ? Ont-ils travaillé avec des modules de comptabilité, ont-ils des clients dans l’industrie manufacturière, etc. Regardez leur liste de références et voyez s’ils ont résolu des problèmes similaires dans le passé.
    • Expertise technique
        • Le partenaire Odoo au Québec a-t-il des développeurs sous la main qui peuvent facilement mettre en œuvre l’ERP. Cela inclut de savoir comment configurer des applications, personnaliser des applications, développer des applications ainsi que pouvoir vous aider pendant et après la mise en œuvre.
    • Expertise de l’industrie
        • La meilleure façon de voir si un partenaire est la bonne personne est de consulter les témoignages de ses clients et les études de cas au sein de votre secteur. S’ils disposent des ressources nécessaires pour étayer leurs revendications, il y a de fortes chances qu’ils soient en mesure de répondre à vos exigences.
    • Présence
        • Les implémentations ne sont pas un petit travail, elles ne commencent et ne se terminent pas rapidement. S’assurer que votre partenaire Odoo au Québec est capable de vous rencontrer sur place pendant le processus, ainsi que d’être en mesure de vous fournir un soutien 24 heures sur 24, que ce soit à terre ou à l’étranger, est la clé d’une mise en œuvre réussie.

    Pourquoi Bista est-il le bon partenaire Odoo au Québec

    Il y a plusieurs raisons pour lesquelles Bista Solutions est le partenaire idéal pour vos besoins Odoo au Québec et partout en Amérique du Nord. En plus d’exister depuis près de deux décennies, l’équipe Bista est un partenaire Odoo Gold certifié et quatre fois lauréat du prix Odoo Best Partner – avec la dernière victoire en 2021.

    De plus, nous avons plus de 200 développeurs, et avons la capacité de fournir une assistance 24/7 pendant et après la mise en œuvre. Avec plus de 350 implémentations réussies dans divers secteurs et des témoignages/études de cas à l’appui, vous pouvez être assuré que nous avons ce qu’il vous faut.

    Que vous souhaitiez en savoir plus sur Odoo, ou que vous souhaitiez l’implémenter, connectez-vous avec notre équipe et optimisons ensemble votre entreprise.

    Odoo EDI Integration with SPS Commerce & Cleo

    Odoo EDI integration with SPS commerce and Cleo

    Technological advances in business have shifted the mindset of many. Not only do they allow for convenience to take the driver’s seat, but they have also paved the way for shortcuts; turning the notion of manual labor, in most scenarios, nearly obsolete. Let’s take a look at one of these shortcuts: Electronic Data Interchange (EDI). Once we outline its capabilities, we’ll dive into how the Bista Solutions team utilized it in order to facilitate the lives of Odoo-ers everywhere: Odoo EDI Integration with SPS Commerce and Cleo.  

    Electronic Data Interchange 

    Electronic data interchange is a way of electronically exchanging standardized business information between businesses that communicate with each other electronically (aka trading partners). Simply put, EDI is an automated and paperless form of communication that allows computer-to-computer exchanges of business documents from one company to another.

    So how exactly did the EDI shortcut come about?

    Long before its creation, businesses relied on moving paper-based documents to communicate with each other. As you can expect, the exchange of information would take days, if not weeks, between these companies. Let’s look at a sample exchange prior to EDI:

    1. Buyer creates Purchase Order (PO)
    2. Buyer prints PO and sends it to the supplier via mail, fax, or email
    3. The supplier receives PO and manually enters info in their own management system (i.e. QuickBooks, SAP, Odoo, etc.)
    4. Supplier creates an invoice for PO
    5. The supplier prints the invoice and sends it to the buyer via mail, fax, or email
    6. Buyer receives the invoice and manually enter invoice content into their own system

    Now let’s look at how simple the process becomes when EDI is involved:

    1. Buyer chooses to purchase a good/product
    2. Buyer’s EDI system automatically creates an EDI version of a PO and sends it directly to the Supplier
    3. Supplier’s ERP (or order management solution) receives the PO and automatically ingests and updates its own system
    4. Supplier’s ERP creates an EDI 855 acknowledgment automatically on confirmation of the Sale order and then based on their business flow, EDI Invoice 810 and EDI Shipment 856 will be generated. 

    Not only is the process simplified with an EDI, it also saves everyone so much time and money. Additional perks include enabling order accuracy, enhancing speed, driving business efficiency, establishing security, elevating strategic decisions, and more. 

    Odoo EDI integration with SPS commerce & CLEO

    EDI Integration of Odoo with SPS Commerce & Cleo

    Now the way in which the data is shared through EDI involves methods like the FTP or API, or the likes of VAN. The image above depicts the process, however you’ll also find EDI numbers marked above each action. These digits indicate the type of report, or the type of communication, that is being shared. You’ll find what they all mean below:

    810: Invoice (to send to customer)

    811: Consolidated Service Invoice / Statement

    846: Inventory Inquiry / Advice (does the company have what the client needs?)

    850: Purchase Order

    855: Purchase Order Acknowledgement

    856: Advanced Ship Notice (ASN) Manifest

    860: Purchase Order Change Request – Buyer Initiated

    997: Functional Acknowledgement

    So now that we’ve discussed EDI and its benefits – let’s change direction and cover SPS Commerce and Cleo.

    SPS Commerce Platform

    Standard Procurement System (SPS) Commerce is a part of the SPS Retail Network, and it powers the retail supply chain around the globe. With EDI and SPS Commerce, you can achieve compliance with partners’ order requirements, simplify three-way invoice matching, meet fulfillment model requirements, and so much more.

    Cleo Platform 

    On the other hand, Cleo is an ecosystem-integrated software company that delivers a business-process-driven approach to connect and integrate the core revenue-producing business processes between a company and its ecosystem partners. Combine Cleo with EDI and you’re able to connect, transform, and route your EDI transactions through your ecosystem without pinlin on the custom code.

    EDI Integration of Odoo with SPS Commerce & Cleo

    EDI Integration with SPS Commerce and Cleo within Odoo

    A lot of companies may use SPS Commerce or Cleo to exchange information with their customers or partners. Unfortunately, not all ERPs are compatible with either platform. That’s where Bista Solutions comes into play. The Bista team has created an EDI module within Odoo ERP in order to make this process seamless; and has paved the way for EDI integration with SPS Commerce, and EDI integration with Cleo.

    The Bista team did two configurations as outlined below:

    SFTP Configuration for File exchange purpose

    1. Click on the EDI Module → You will be redirected to the EDI Configuration page
    2. Click on Create in order to input your Cleo configuration details
    3. Input the following information in order to establish a connection with the server (whichever is being used to input POs and other files by the client)
      1. Input the SFTP Username (ask the client for this information)
      2. Input the SFTP Password  (ask the client for this information)
      3. Input the Hostname (ask the client for this information)
      4. Input the TCP Port (ask the client for this information)
    4. Make the correct selections for Inbound and Outbound EDI forms
    5. Input the appropriate folder name from which the files will be pulled (i.e. Inbound: /test out/)
    6. Once information is inputted, always click on the “Test Connection” button to ensure the server is connected (is marked as “success”)

    Odoo EDI integration with SPS commerce and Cleo

    There is another aspect to this configuration. Once we’ve configured the client’s Odoo, we now need to configure our client’s customers’ EDI.

    Customer Configuration for EDI Forms requirements

    1. Under the Customers section, select the appropriate customer.
    2. Click on the “EDI information” tab.
    3. Input EDI Config. (ex: Cleo)
    4. Input the Trading Partner ID (this is needed because whenever files are imported from the SFTP server, we recognize these files (i.e. a  Purchase Order) and customers via the Trading Partner ID and be able to create a sales order against it.)
    5. Select the appropriate EDI Form boxes under the Inbound and Outbound sections 
      1. Note: Previously configured EDI forms will appear here. You have the option to check or uncheck the boxes of those forms only. You cannot add new forms. To add new forms, you must configure them during Config.1)

    Odoo EDI integration and configeration with sps commerce

     

    How is the importing and exporting of files achieved?

    • The Bista team has created Scheduled Actions in Odoo. After uploading the needed files on the server, you can configure the appropriate information within Scheduled Actions. See example below:

    EDI Integration of Odoo with SPS Commerce & Cleo

    EDI Integration of Odoo with SPS Commerce & Cleo

    EDI Integration of Odoo with SPS Commerce & Cleo

    What happens when I export invoices or shipments?

    • All you need to do is click on the appropriate Data Queue (i.e. Invoice / Shipment) within Odoo and then after selecting the correct reference and going over its details, click on the “Export Order” button. This will send the XML file information back to the server and once you refresh the “/testing/” folder (or whatever your outbound folder is named), you’ll see the updated Shipment/Invoice file there.

    EDI Integration of Odoo with SPS Commerce & Cleo

    EDI Integration of Odoo with SPS Commerce & Cleo

    Odoo and EDI Integrations with SPS Commerce and Cleo

    If you’re looking to add an EDI App to your Odoo ERP, look no further than the Bista Solutions team. We have nearly 2 decades of experience with Odoo, and 3 decades of experience with ERP. Additionally, we have over 200 resources, which means that whether you are looking for implementation, configuration, customization, development, or support – we can help. So contact our team today for a free consultation where you will be able to see what our team brings to the table and how we can assist you in optimizing your business processes.

    Odoo Rental Management

    Odoo Rental Management
    • by admin
    • Jul 05, 2022
    • 0
    • Category:

    Odoo Rental Management ERP

    About Property Rental Business:

    In recent years, property rental businesses took off as homeownership became more of a scarce commodity. For a plethora of reasons, the masses have chosen to live in rental properties for temporary or long-term accommodation over purchasing their own home – making the property rent business one of the most powerful businesses run in mid-scale industries. This is the type of business where property owners can rent out or lease their property to someone else to generate wealth or maintain upkeep. The renters typically consist of working professionals, tourists, and students who are in need of a short-term or long-term residence. Odoo rental management ERP helps you to manage your complete property rental business.

    There are many different benefits of this type of business for property owners. Some of these include a passive income stream, ongoing cash flow, and tax benefits, not to mention that owning and renting out a property is like making an investment and immediately generating an income that will even give you a positive ROI. While everything sounds optimal on paper, the reality of the situation isn’t as easy as it sounds. In fact, rental management can be extremely difficult if it isn’t managed properly.

    What type of challenges can you face in rental management?

    a. Property Advertisement.

    With rentals, vacancies are inevitable. Consistently ensuring that your rental unit or property is being rented out is a time-consuming task. In order to combat vacancies, marketing needs to be a top priority. This includes highlighting all the images and features of the rental property, where it’s located, what are its amenities, what’s included, and so much more.

    Not only does the ad have to be enticing, but it also must be accurate. After every renter, things may change within the property. Any and all changes must be noted in the ad, every single time an ad is posted. This can get repetitive, tedious, and especially overwhelming if you have multiple rental properties under your belt.

    b. Exhausting task of Rent and Bill Collection.

    It is always great when a renter (tenant) pays on time and the full amount. Unfortunately, that is an ideal scenario. There are instances, more common than not when a tenant is unable to pay on time. Or, perhaps, they cannot pay in full. Even your reliable renters may have setbacks which could result in delayed payments. Worst case, a tenant refuses to pay – for whatever reason. This would force you to chase tenants down for the rent or go to court to retrieve the rent owed. Not only is this process tiresome, but it can also be quite costly – depending on where your rental property is.

    c. Improper Document Management.

    Renting a property out is one thing but managing documentation surrounding it is another. From the papers, you received when you purchased your property, to the leases you created when renting it out, to the invoices generated throughout the process, to the rent receipts, and everything in between; all of it must be managed and documented properly. As the business grows, or as you rent out more property, the papers that will need to be managed will grow too. This means you will have files upon files to take care of, and failing to manage them correctly could, and likely would result in legal consequences.

    d. Property Maintenance.

    Regular property maintenance is mandatory for Rental Properties. At any time, issues with plumbing, electrical connections, and structural bearings can occur. These issues must be resolved immediately to avoid tenant inconvenience and to keep everyone safe. Again, if you have multiple properties, similar issues may arise at different times at different locations. Even if you have one property, different issues can arise at one location. Looking for skilled professionals every time there is a problem, or there is a different problem to solve, can be overwhelming as well as a costly endeavor.

    e. Lead Generation and Improper Assistance.

    When running a business, lead generation and retention are the first and most crucial steps. The main challenge is getting the right lead, that will turn into a profitable customer (or in this case, a renter). It is imperative to get an ideal renter from the get-go, as making a mistake at this stage can reap costly consequences down the road. Some of these include a non-paying tenant, a destructive tenant, or someone who bothers your other tenants.

    On the flip side, not tending to your ideal renter may cause you to lose that individual. Some ways you could do that include offering improper assistance, not listening to their woes, or providing a subpar rental property.

    How can Bista’s Rental Management Solution help you?

    While the rental business is lucrative, it is also rather easy to mismanage it. If that happens, there are countless other challenges, beyond the ones mentioned above, that property owners can face when renting out their property. That is why Bista Solutions is there to help you manage and run your rental business successfully.

    Bista can give you a full-out solution to reach your business goals with our Odoo Rental Management ERP, which can help you with Property Management and tenancy management. Our team provides users with the complete package to aggregate management of properties, payments, rent, rent agreements, and much more.

    Go through the following functionalities to see what’s possible with Odoo’s Rental Management ERP:

    a. Create Property as per Property Type

    With Odoo’s Property module, you can create properties as per their types. With this application, you can post your property’s complete information so that interested renters can easily find your listing.

    Odoo Rental Management

    • Property Description is important to get the proper lead for residential or commercial property. Advertisement with appropriate information simplifies the property searching process. You can add all the details related to the property like Address, Lease agreement information, property type, amenities, etc.

    Odoo Rental management

    • Utility details must be added to the property advertisement. Tenants typically only take interest in property if they get appropriate information about the amenities they want with the property. You can add that information under property details.

    Odoo Rental Management

    • You can configure details related to your website. You just need to checkmark the boxes for the parameters you would want to display on your website.

    Odoo Rental Management

    • You can add property images on your website by uploading image files. Additionally, you can add floor plans to give further property details.

    Odoo Rental Management t

    Odoo Rental Management

    b. Easy Payment Options on Tenant Portal

    • Once you create your lease, the tenants’ contact information will automatically be created in your system. You also have the option to enter the data manually.

    Odoo Rental Management

    • You can manage access rights for tenants; which are what permission tenants will have on their portal account.

    Odoo Rental Management

    • Tenants can make payments from the portal or they can use an auto deduction facility by choosing the recurring payment options. They can edit their account information as well.

    c.  Easy Account Maintenance and Invoice / Report Generation

    • Odoo’s Accounting Application will enable you to maintain payment records separately for rent and internal payments.
    • Automatic Invoices will be generated and sent to tenants. There is no need to spend your time on rent calculations and collections.
    • For Customer Payment entries, you can create invoices as well as edit the invoice if required. You can also generate invoices manually for cash transactions.

    Odoo Rental Management

    • The Payment Reconciliation functionality allows you to verify and recheck payments.

    Odoo Rental Management

    • You can generate various reports here. The Dashboard can help you track your business status, and payments can analyze cash flow and in-out transactions.

     

     

    d. Maintenance Management

    • You can create and schedule Maintenance Activities. Additionally, you can assign them to respective contractors or professionals.
    • Maintenance Invoices can be created as you will have an integrated system. You can even manage maintenance-related accounting.
    • With reformed functionalities, tenants can raise maintenance requests with the help of a ticketing system. Once they do, they will be able to see its status. This can help track and resolve the tenants’ issues in a quick and efficient manner.  After all, customer satisfaction is key to any business’ success.

    e. Document Management

    • In the business of Rental Properties, you must manage and maintain many documentations for the purposes of accounting or invoicing, or something else.
    • To manage these processes flawlessly you need to move towards paperless documentation.  Digital Documentation increases the traceability of records.  

    Odoo Rental Management

    • You can save ton of space that would otherwise be covered for storing papers. Instead, all your documents will be more secure in digital form.
    • Documents can be shared in a few clicks and can make accessible to others with access permission, which makes your communication process much smoother.
    • The Document can be secured with a password. Expiry dates are useful for limited duration access permissions.

    Odoo Rental Management

     

    So, if you are in the rental property business, or are thinking of joining this market, it may be worth your while to implement Odoo Rental. Not only will it outline exactly what you need to do to succeed, you will also be able to keep track of all the important paperwork throughout the process. It’s truly a win-win situation. At Bista Solutions, our team is dedicated to providing you with the best solutions for your business. Contact us today to optimize your rental business by implementing Odoo Rental.

    Odoo 16 New Features

    Odoo 16 New Features
    • by admin
    • Jul 01, 2022
    • 0
    • Category:

    What’s new in Odoo 16 Version?

    Over the years, each Odoo update has brought forth several new and incredibly useful features. This time is no different. Odoo 16 reflects what we have come to love and combines it with a glimpse of the future. With the idea being exceptional functionality, Odoo’s intuitive nature partners up with the latest and greatest of the ERP technological era to present us with Odoo 16.

    Speaking of technology, Odoo continuously upgrades its internal functionalities to achieve feasible industrial operations. This gives substantial benefits to the end-user. Each time a new version is released, user experience is a top priority with simplistic functionalities being a close second.

    This new version, which is said to be released in October 2022, comes with many advancements such as application performance, operational speed, better user experience, and much more.

    Join us as we dissect Odoo 16 and highlight its newest features that the world will shortly experience.

    New Features Odoo-Version-16

    Knowledge Application

    • Odoo 16 will introduce its users to the new Knowledge Application. This feature is one of the most requested applications from users across the globe. Much like an info-sharing hub, the Knowledge app is highly integrated and allows your organization’s professionals to contribute important data that can benefit all users.
    • Employees can add business processes, versions and their improvements, administrative instructions, informative articles, and much more to the application. Team members can also share important or miscellaneous information as well as with colleagues in other departments.

    • The Chatter functionality will make communication easier, as well as centralize your organization while workflows are created.
    • You can also share articles with individuals who are not Odoo users by simply sharing a link.

    Website and Chatbot feature

    • The Odoo 16 Website module allows you to have more control and customization options on the website building elements.
    • Odoo 16 has merged the front-end and back-end of the Website module to create an identical user interface to pave way for more customization options.
    • Website configurations in Odoo 16 can be done without having to reload the page, paving the way to more accessible website configuration options; the goal being easy user management.
    • Improved Chatbot functionality includes questions and a decision tree where users can get solutions to their procedures directly from the chatbot.
    • A chatbot is integrated with Odoo, which allows us to access information from the application server.
    • You can complete configurations without reloading the webpage, which provides additional management control over website settings.

    Discounts, Coupons & Promotions

    • In previous versions, promotions and coupons were separated from the main application modules. As such, users would hesitate to use these functionalities for those applications.
    • Now in Odoo 16, these functionalities are designed and implemented in such a way that promotions, coupons, and discounts can be accessed and managed easily on your website from the centralized platform. These can be used for Sales Orders, POS (Point of Sales), and eCommerce.
    • The e-wallet feature has been added to Odoo 16. Gift cards will also be available for Sales Orders.
    • Reporting and Analysis will become easier in Odoo 16.
    • Discounts, promotional offers, and coupons used with all applications are beneficial for company sales and promotions.

    Accounting Module

    • The accounting module has been improved with the help of many new tools and functionalities. Operational speed is fastened since invoice management and processes become fully digitalized.
    • Customer credit limits for sales and invoices can be managed instinctively with the help of the ‘Warning/alert’ feature. Also, the OCR-separate setting will be seen for client invoice generation.
    • Journal Audit report generation is improved with effective readability and linked with VAT regulations with improved amendment information.
    • New Widgets are designed for the Reconciliation process to make it more convenient for the user. This reconciliation widget can be accessed straight from the reconciliation section. This widget empowers swift currency exchange management and the additional feature is that the difference between the currencies is fractionated on the invoice itself.
    • COA, Contacts, entries, etc can be imported easily into Odoo’s integrated system. Regular operations such as customer refunding and cancellations can be done in Odoo. This new version comes with better UX and proper calculation methodologies.

    Inventory Module

    • The Inventory module has high most improved module among other modules in Odoo 16. A plethora of tools has been added to improve the module’s efficiency.
    • Upgraded Delivery Methods and Force back-order options enable you to use Inventory at the highest usability, making inventory management more effortless.
    • Advancements in the Replenishment management features, alert one on how many days you have left to replenish the inventory. Replenishment visibility days eliminate the issues of getting the replenishment visibility late or not in time.
    • The ‘Automated Batches’ functionality is beneficial for internal inventory transfers. The batch size can be limited as per weight, transfer line, and switch.
    • The Subscription Module has merged with Sale Orders making administration simpler and speeding up operations.
    • You have uncomplicated Shipping Methods having changed prefixes with proper instructions. You can set the required percentage of content as the total content for which you want to get insurance.
    • Barcode Printing and scanning methods have been simplified in Odoo 16.  For each content, the data matrix code can print complete product information like Product Serial number, Lot number, Manufacturing Date, Product Weight, etc.

    MRP Module

    • Many new operational features have been added to the Odoo 16 MRP Module.
    • One of those important features in MRP includes users being able to merge and split Manufacturing orders as it enables smooth manufacturing management and well-organized planning.
    • The client can track the status of the manufacturing process of the ordered product by using the link generated with the Sales Order.
    • The Subcontracting Portal was remodeled for registering production to the subcontractor to outsource the order.

    CRM & Marketing Module

    • CRM module has improved appointment procedures. The backend is perfected for more visibility and onboarding processes.
    • The sophisticated and embellished front end gives a fantastic work experience.
    • The enhanced Marketing Module enables the user to design distinct email templates as per their business requirements.
    • Global mailing traits can be modified quickly and smoothly. Easier to access your contacts. With the help of a previously saved e-mail, a new email can be created.
    • Improved Email Marketing feature is extensively productive for tweeter marketing and gives a premium marketing module experience.
    • Users will get 24/7 support from the Vimeo platform for e-learning. There are also numerous new features available for video creation, video editing, and many more.

    Purchase Module

    From latest release notes from Odoo for version 16 have focused on some improved purchase functionalities like:

    • The ‘Call for Tender’ functionality is redesigned for better purchasing. You can regenerate an alternate RFQ for comparison with the original one. So, you will have multiple options for a single purchase, and you will be able to choose the most suitable option for your purchase.
    • Numerous modifications are done to the receipt, delivery status in the POS, and Purchase Orders.
    • You can send commercial invoices digitally to your delivery partners such as FEDEX, DHL, UPS, and EASY POST.
    • You can choose a pick-up location with a new process when you are choosing your shipping/delivery partner among UPS, FedEx, or DGL.

    HR & Sign Module

    • The approver sequence can be specified as per the company’s needs. And can be changed according to employee grade change.
    • The ‘Stress Days’ functionality helps you manage resources for following deadlines and priority projects. During this period employees may not be allowed to take holidays.
    • Easy Management and check on ‘Leave Days’, ‘Time OFF’, and Allocations.
    • Employee progress and skill monitoring becomes easy with reports and statistics. In addition, you can also add ‘Signature Request Wizards’ to plans.
    • The approver can refuse to sign the document in the sign module. There is the facility to change the personnel in a system for the role, to whom you have sent a document for the signature event after the request is already sent.

     

    It is worth noting that Odoo ERP 16 is filled with a plethora of features, and we’ve only a broad overview of what’s to come. This, however, is not to say that the new version will be difficult to use. On the contrary, Odoo 16 – much like its previous versions – will continue to be easy to use with its intuitive interface and business management capabilities. The only difference is that Odoo 16’s newly added and enhanced features will allow you to generate maximum efficiency while optimizing your business processes.

    Contact the Bista team if you are looking to implement Odoo 16 or would like to migrate over to the new version. With over 3 decades of experience under our belts, Bista Solutions is a fully certified Odoo Gold Partner, and we have won Odoo Best Partner across North America in 2021, 2018, 2016, and 2015.

    Odoo Partner Toronto

    Odoo Partner Toronto

     Odoo Partner in Toronto

    With the rising industry and practically every business eagerly adopting technology, Toronto continues to thrive as a venue for meetings and business. On the other hand, Odoo has nearly every industry under its control and is established to be the finest option for boosting profitability and growth. As an Odoo Partner in Toronto, we are familiar with the local businesses and work to assist them to become more successful, productive, and economical while also contributing to the city’s development.

    Odoo offers modules that can be customized for any kind of company. Billing, accounting and finance, CRM, POS, E-commerce CMS, and other apps that support various company operations are among the many applications that Odoo offers.

    Why Odoo partner?

    You will receive various benefits with the implementation when you choose an Odoo partner in Toronto, such as industry expertise and technology-specific knowledge, Knowledge, testimonials, upgrade specialists, support and maintenance, and, last but not least, they are certified by Odoo for having more Expertise involved in Odoo ERP implementations, modules, and functionalities which is different from what you would receive from a regular freelancer.

    Types Of Odoo Partners-

    Odoo offers three levels of partnership: Gold, Silver, and Ready partner, with Gold being the most prestigious.

    Odoo Gold partner- Gold is the most trustworthy partner for you since they have been acknowledged by Odoo as the top among them and have the necessary skills in deploying the platform.

    Odoo Silver Partner – In terms of implementation capabilities, silver partners stand just behind gold partners, although they are working to catch up.

    Odoo Ready Partner – Ready partners offer Odoo deployment and fundamental competencies and have recently worked with Odoo at the foundational level.

    Furthermore, several functionalities in Odoo require the partner-level certifications necessary to make them marketable, and there are service providers who are not partners but nevertheless offer assistance. All of these partners must be carefully chosen, and the gold partners perform better than them in terms of skills and operational requirements.

    Why are Odoo gold partners better?

    Partnering with a capable Odoo partner is important if you want to fully utilize Odoo ERP’s extensive potential. An official Odoo Gold Partnership can assist you more due to their knowledge, which has been validated by the Odoo ERP itself. Bista is an official Odoo Gold Partner in Toronto and has worked in the ERP implementation industry for more than three decades. You can be assured that we’ll give your business the best Odoo support possible. No matter the size or complexity of the organization, we are very adept at analyzing its requirements, identifying its unique workflow, and only executing the essential modifications while adopting Odoo ERP. As a result, there are no longer any hidden costs and an open Odoo implementation service is offered.

    Why choose Bista as your Odoo partner?

    The true difficulty arises when you need to use Odoo in your business and perform research as a business. For this, you need a partner who can set up Odoo in addition to creating and configuring the necessary functionality and features in accordance with your needs and providing technical assistance for any potential problems. Although selecting an Odoo partner is rarely simple, you can make it easier by first identifying your needs.

    We are the best Odoo Gold partner in Toronto and well known for providing first-rate company services. You can boost output and cut down on errors by choosing us to manage your company. You can get measurable results by selecting the best partner for your technological needs. A multi-channel real-time solution, a unified analytical tool, and excellent Odoo development in compliance with best practices. We offer support on Enterprise and Community versions with the help of our Competent, experienced, and professional developers who are closely committed to a competitive price strategy.

    Odoo Partner Toronto

    Our Odoo Industrial Expertise:

    Bista, as an impactful Odoo partner in Toronto, serves the following industrial verticals with its renowned Odoo services.

    Manufacturing –     We support your manufacturing operations and supply chain while increasing overall company efficiency. We assist in fully integrating the Odoo app so you can manage all of your product data in one place. To automate your purchases and optimize your inventory levels, use made-to-order rules, minimum stock rules, or the master production plan! More…

    Healthcare- We, as the top Odoo partner in Toronto, have extensive experience in Odoo and the healthcare industry, and we have implemented a variety of modules to manage the different departments in a healthcare organization. We employ best practices, frameworks, and technologies to enhance outcomes, decrease risk, and cut costs in the healthcare industry. Our technology experts drive complex applications by leveraging the features of leading platforms. More…

    Distribution- Wholesale Industry plays an important role in supporting the global supply chain business by providing efficient means for choosing, packaging, and delivering consumer goods. We are an Odoo Gold partner firm with a proven track record of developing custom enterprise apps to meet a variety of corporate needs. To establish effective software execution techniques, our expert ERP developers carefully study your present business model and project needs. More…

    Omnichannel Retail- We configured and customized the Odoo ERP all-in-one platform solution to provide the retail business with high throughput while also providing total visibility and control. With our insights from a thorough investigation of the company’s business process to uncover operational bottlenecks, critical control points, and factors, we maintain the omnichannel retail industry prospering. More…

    Professional Services- For organizations that provide professional services, Bista Solution offers specific business solutions. Our software experts are specialists at comprehending your business needs and will provide you with the greatest solution to assist you in overcoming significant business obstacles. More…

    Awards & Recognition:

    • Awarded as  “The Best Odoo Gold Partner  North America 2024”
    • Awarded as  “The Best Odoo Gold Partner  North America 2022”
    • Awarded as  “The Best Odoo Gold Partner  North America 2021”
    • Awarded as  “The Best Odoo Gold Partner  North America 2018″
    • Awarded as  “The Best Odoo Gold Partner  North America 2016″
    • Awarded as  “The Best Odoo Gold Partner  North America 2015”

     

    Awarded as  "The Best Odoo Gold Partner  North America 2024
    Awarded as  “The Best Odoo Gold Partner  North America 2024

    We help you from analyzing your requirements to deploying the solution and thereafter if you require assistance in operating the solution. A healthy software installation enables you to thoroughly review business operations, do accurate evaluations, and correct any gaps by taking the necessary procedures. We, as your certified Odoo gold partner, fit Odoo’s functionality to the needs of your business. Apart from effectively managing Odoo’s deployment and business difficulties, working with an award-winning Odoo gold partner in Toronto will give your company a competitive advantage.

    Leverage Bista Solutions’ Odoo ERP expertise in Toronto to rapidly build your business! Contact us today.

    Odoo Gold Partner Canada

    Odoo Gold Partner Canada

    Odoo Gold Partner North America Presence in Canada

    To keep ahead of the competition in today’s constantly shifting business environment, Businesses in Canada should customize their operational procedures. This might comprise everything from enhancing current marketing and sales efforts through e-commerce capabilities to putting in place more effective back-end company operations for which they need a powerful ERP solution.  When a business implements an ERP solution, they are aware that they require a partner for the deployment. Choosing Odoo as an ERP solution for your business in Canada and working with Bista, an Odoo Gold Partner in Canada, will help you make the best decision for your business profitability. We are aware that choosing the right partner is crucial since they will become a key component of your company, working with you not just during implementation but also for years after that.

    CANADA Office Address

    Why choose Odoo?

    With the latest improvements and adjustments added with each new edition, Odoo has been and always will be the best business management system available on the ERP market. It is also considered as the most cutting-edge all-in-one business solution for any type, form, or scale of business regardless of the industry and the country in which it operates. Today, Odoo serves more than 160 countries and has over 5 million users worldwide, delivering advanced and devoted business administration to the industries. To build such a robust ERP solution and leverage your business in Canada with access to its extensive capabilities and modular architecture, you need an implementation partner. We are the best certified Odoo Gold Partner in Canada, assisting you in maximizing Odoo’s capabilities and growing your business.

    Deploying an Odoo ERP solution and leveraging all the benefits of Odoo you must require the Best Odoo implementation partner. Selecting the right software is only half of the challenge. For the project to be successful, you also need to appoint a trusted Odoo implementation partner who can deliver on your specific requirements and provide valuable and trusted guidance and leadership throughout the entire project.

    But how can you pick amongst the Best Odoo ERP partner in Canada, especially when the implementing strategy of the Odoo ERP you’ve chosen depends on partners who, on the surface? To help in the evaluation process and assure the success of your deployment.

    We have developed the checklist below, which includes the essential high-level criteria to select a right Odoo partner

    Contribution to Odoo Community- The Odoo community, a gathering of Odoo aficionados, is made up of Odoo partners, consultants, developers, and any other platform support personnel. By selecting Bista as an Odoo Gold partner, you are confirming how they can support the platform by building new apps, integration tools, blogs, technical videos with practical applications, and other Odoo-related items.

    Experience- As an Odoo Gold Partner, we have extensive expertise implementing Odoo. You can simply read client testimonials and reviews to learn more about our track record of effective Odoo ERP deployments across a wide range of industries.

    Stability- It is essential to choose a trustworthy ERP firm to execute your ERP system since this will affect the quality of implementation and the support you get from the business. They will be inexperienced if they are a new ERP company helping you with implementation. With a history of executing more than 350 + significant and successful projects internationally, Bista offers a high degree of consistency.

    Cost-Effectiveness Aspect- When implementing business management solutions, look for cost-effective solutions rather than cheap ones. The lower-cost choice might please you initially, but they have a propensity to produce problems and interfere with operations in the long run. However, if you pick the cost-effective choices, you will have appropriate guidance and the platform you design will be created to a quality that will be adequate for long-term operations.

    Methodology- Bista Solutions has always stuck to its own unique strategy while deploying Odoo for a wide range of customers, from single-site operations to multi-site, multi-country organizations and diverse industries.

    Training and Support- Training should be a major component of the implementation strategy (and according to our approach, it is!) but the amount of training needed might differ. Do you want specialized training in order to develop “super-users” who will subsequently be able to educate internally or do you need continuing training that covers all important parts of your Odoo ERP solution? When you are going through the implementation process, it may also be required to have access to a different resource that can serve as supplementary help locally. We guarantee a successful transition as an Odoo Gold partner in Canada.

    Trust and Understanding – When choosing the best Odoo partner, trust is the most crucial factor to take into account. To successfully implement your Odoo ERP, there has to be a solid fit between your internal team and the partner you choose. According to the quality and amount of experience they possess, Odoo has assigned a partnership level. As an Odoo partner, Odoo Gold Partner is ranked first. Your flawless installation is assisted by Bista, an Odoo Gold partner in Canada.

    Level of Partnership – The Odoo provides three partnership levels. The best partner among Silver, Ready, and Partners is Gold. Gold is the most trustworthy of them all, having been chosen by Odoo as the finest, and having the necessary proficiency in platform implementation. We are the top implementation partner and an official Odoo Gold partner.

    Bista Solutions- Award-winning Odoo Gold partner

    Bista Solutions has over 3 decades of expertise working in the ERP area, and our skilled development team has over 50 years of combined ERP implementation experience. We can deploy more quickly, with fewer resources, and with lower risks, resulting in immediate advantages for your company. We strive hard to keep our deployment record flawless.

     Bista is an Odoo Gold Partner with over three decades of experience and a mission of becoming the best at offering the best solutions to nearly every area. We are constantly striving for perfection in all aspects of Odoo. We are growing and becoming recognized as the leading Odoo partner in North America.

    Awards & Recognition:

    • Awarded as  “The Best Odoo Gold Partner  North America 2023”
    • Awarded as  “The Best Odoo Gold Partner  North America 2022”
    • Awarded as  “The Best Odoo Gold Partner  North America 2021”
    • Awarded as  “The Best Odoo Gold Partner  North America 2018″
    • Awarded as  “The Best Odoo Gold Partner  North America 2016″
    • Awarded as  “The Best Odoo Gold Partner  North America 2015”

    Best Odoo Partner In Arizona

    As the top Odoo Gold partner in Canada and North America, we have helped countless other businesses in the US and Canada by reducing procedures and encouraging growth. We’re here to support you every step of the way, from evaluation through implementation and beyond.

    Connect with us, your right Odoo Partner.

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