Odoo Supply Chain Managment for Efficiency, Visibility, and Control

by bista-admin
Dec 20, 2021
0
Category: Odoo Apps

Supply Chain Management In Odoo

Effectively managing a supply chain organization can be challenging, especially when dealing with outdated equipment and complex procedures. It might feel like you’re navigating through a maze of paperwork. The bright side is that Odoo Supply Chain Management presents a comprehensive solution that optimizes your supply chain processes and ensures cost-effective, efficient deliveries, all while upholding rigorous quality and safety standards. Providing a crystal-clear view of a product or service’s entire journey, from its inception to the hands of the end user, makes it one of the best Supply Chain Management solutions for businesses

The basic Supply Chain process consists of:

Supplier: They would supply the raw materials for the final product
Manufacturer: Once they receive the raw material from the supplier they would start the manufacturing process on the final product
Distributor: Once the final product is manufactured, the Distributor will send the final product to the customer
Customer: Once the customer receives the ordered product in good condition the flow stops there

Why Choose Odoo Supply Chain Management Software?

Connected – Odoo SCM effectively combines data from many sources, such as IoT devices, social media, and typical ERP systems, giving you a complete picture of your supply chain.

Collaborative – Odoo fosters multi-enterprise engagement and improves communication within your supply chain ecosystem by promoting supplier cooperation through cloud-based commerce networks.

Cyber-Aware – Odoo prioritizes cybersecurity, protecting your supply chain systems from possible cyber attacks and harmonizing with the enterprise-wide security strategy.

Cognitively Enabled – Odoo SCM serves as the control tower for the supply chain, organizing automated decision-making and actions while continually learning and improving.

Comprehensive – Odoo offers real-time analytics capabilities, ensuring quick, complete insights and minimizing delays and concerns that are unacceptable in today’s fast-paced supply chain.

What Your Business Can Gain from Odoo Supply Chain Management?

Team Collaboration

Enhances the Timely and Smooth Flow of Information
Establishes a Strong Communication System Within Your Organization
Alleviates Communication Gaps Among Different Departments
Fosters Exceptional Teamwork and Collaboration

Operational Efficiency

Ensures Up-to-the-Minute Material Data and Manufacturing Readiness
Empowers Proactive Contingency Planning Through Odoo SCM
Optimizes Shipment Processes to Guarantee On-Time Deliveries
Nurtures Strong and Sustainable Vendor Partnerships

Optimized Material and Product Flow

Ensures the Streamlined Management of Materials, Products, and Information Across the Supply Chain
Prioritizes the Use of High-Quality Materials for Manufacturing
Optimizes Product Delivery and Enhances Cost Control

Data Transparency

Employs Analytics for Instant Data Sharing and Informed Decision-Making
Provides Forecasting Tools to Anticipate Demand
Elevates Supply Chain Management with Data-Driven Insights

Improved Cash Flow

Implements Automated Accounting for Accurate Billing
Eliminates Errors Resulting from Manual Data Entry
Aids in Tackling Financial Challenges within the Supply Chain

Vendor Relationship Management

Assesses Supplier Relationships and Compares Costs
Eases the Establishment of Partnerships with the Right Suppliers
Saves Time and Fosters Trustworthy Vendor Relationships

Simplified Material Distribution

Optimizes Material Supply and Distribution Procedures
Guarantees Punctual Deliveries to Designated Locations
Minimizes Material Flow Hiccups and Delays

Increased Profit Margins

Improves Interdepartmental and Vendor Communication
Fosters Consensus on Critical Matters like Demand Projections and Product Quality
Prevents Losses Arising from Insufficient Collaboration Between Vendors and Distributors

Eliminates Shipment Delay

Secures Efficient Shipment Operations
Mitigates Logistical Mistakes
Elevates Vendor Satisfaction through Timely Deliveries

Key Features of Odoo Supply Chain Management

Inventory Management

Odoo inventory management offers a tracking system to track and manage the availability of raw materials, quantity of stocked products, and asset monitoring, and also assists in integrating barcodes.

Real-time Tracking

Stock Quantity Management

Asset Monitoring

Inventory Reports

Multi-location Management

Automatic Reordering

Stock Valuation

Easy Data Integration

Inventory Control

Warehouse Management

It oversees the precision of material movements and optimizing critical transactions such as shipping, receiving, and picking.

Order Picking and Packing

Barcode Integration

Cross-docking

Multi-location Management

Stock Rotation

Inventory Valuation

Receiving and Putaway

Returns management

Procurement

Odoo’s Supply Chain Management facilitates precise, just-in-time inventory ordering tailored to your needs. You can accelerate your entire procurement process, including making purchases and managing payables, ensuring a smoother supply chain operation for your business.

Purchase Order Management

Vendor Management

Requisition Workflow

Vendor Price Comparison

Supplier Performance Evaluation

RFQ (Request for Quotation) Management

Integration with Accounting

Forecast & Planning

Odoo’s supply chain management software empowers companies to analyze customer demand forecasting and adapt to changing consumer needs effectively. It also enables organizations to gain valuable insights into specific product interests and plan accordingly to meet customer demand.

Demand Forecasting

Inventory Planning

Replenishment Planning

Production Planning

Supplier Collaboration

Vendor Performance Analysis

Lead Time Management

Sales and Operations Planning (S&OP)

Order Management

Odoo Supply Chain Management software simplifies multitasking by automating purchase processes, handling purchase orders, scheduling supplier deliveries, and configuring products and pricing efficiently.

Order Creation

Customized Product Catalog

Sales Quotations

Order Confirmation

Inventory Integration

Invoice Generation

Order Tracking

Returns Management

Return Management

Odoo Supply Chain Management streamlines critical tasks with precision, evaluating defective products and efficiently managing customer insurance claims and refunds through a robust return management system.

Return Authorization

Return Label Printing

Return Status Tracking

Refund Processing

Inventory Updates

Returns Reporting

Customer Communication

Our Exceptional Expertise in Odoo SCM Deployment

Most Awarded “Best Odoo Gold Partners” (2022, 2021, 2018, 2016 & 2014)

200+ Successful custom App development

250+ expert Odoo Developers

350+ successfully implemented projects

Most Trusted Odoo Gold partners

Expert Consultant Team

Global presence in 10+ countries

24/7 Support Available

Embark on the journey toward a more efficient and resilient supply chain management with Tailored Odoo Supply Chain Management Software. Schedule a call today!

Odoo Vendor Lead Time Calculation

by bista-admin
Dec 17, 2021
0
Category: Odoo Manufacturing

Odoo Vendor Lead Time Calculation

As a manufacturing or distribution company, the reliability of vendors has a good impact on your operations, production & inventory. It is important to have an exact calculation of vendor lead time, so Odoo has come up with a module Odoo Vendor Lead Time Calculation. With Odoo Vendor Lead Time Calculation module you can cut inventory costs & increase sales from reduced out of stock. It also helps you to understand which vendors are costing money due to inconsistent or poor lead time performance and work with them to improve it.

This module helps to Calculate Lead Time for the Vendor. It will calculate the Vendor Lead Automatically as per the past Historical transaction Data.

As per below image user can configure PO Lead Horizon months and Sale Lead Horizon months as per the requirement.

It is showing that PO lead Horizon to calculate the historical data of 12 months.

Configuration of Lead Calculation Horizon

User need to go to the Inventory App then click on the Lead Calculation Horizon menu. After that click on the Create button.

When the user click on the “Create” button then user can see this type of form view of Lead Calculation Horizon.

In this form view users need to configure Calculation Horizon in Month as per the requirement.

After that users need to select product or product categories in the “Calculate By” field. Users can see two different options. (1) Product and (2) Product Category while clicking on this field.

If user select “Product” in Calculate By field then user can have a option to select multiple products

If the user Select “Product Category” in the Calculate By field then the user can have a option select multiple product categories.

After all these configuration user need to select Vendor. In the Vendor field user can select multiple vendors as per the requirement.

After selecting the vendor, the user needs to click on the “Calculate Lead Time” button.

When a user clicks on this button then Item Lines will be displayed as per the configuration.

– In the Product column user can see all the products which are selected in the products field.

– In the Vendor column user can see all the vendors which are selected in the Vendor field.

– Current Lead Time column showing current lead days of the products. It will be calculated from the Product Master.

– Suggested Lead Time column will be calculated as per the Past historical transaction data.

– Apply? In this column all the checkboxes will be true as by default. User can make it false as per the requirement.

After calculating lead time user need to click on the Apply Lead Time button.

When a user clicks on the “Apply Lead Time” button then Suggested Lead Time will be applied to all the products and it will be updated in Product Master. Lead Calculation Horizon’s state will be changed as “Done”.

Keeping The Transaction History of Lead Calculation:

When user make changes manually in the “Suggested Lead Time” column and “Apply?” Checkboxes then log will be updated in the chatter.

Report Of Products to Vendor:

If the user needs to show a supplier lead time report then the user needs to go to the “Report” Menu then click on the “Supplier Lead Time Report” submenu.

As below image User can see the Supplier Lead Time Report.

If suggested Lead Time is ZERO then it will not update and keep the current one only.

Discarding in the Good Receipt Some record with Reason:

If a user wants to discard any receipt from the Supplier Lead Time Report then the user can use this feature. To Enable this feature user need to open any Done receipt from the Purchase Order or from the Inventory App > Operation > Transfers then go to the Additional Info Tab after that Enable “Disregard In Lead Calculation” checkbox then User can give the reason in the “Disregard Reason” field for avoid this Transfer in Lead calculation.

Vendor disregarding for Lead Calculation:

This Feature is use for not include those vendor in Supplier Lead Time Report .Configuration is to disregard any Vendor from the Supplier Lead Time Report to open any Vendor from for that go to Purchase > Orders > Vendors you see the field “Disregard In Lead Calculation” checkbox as shown below user can Enable that feature.

Why Choose Bista Solutions as your Odoo Partner?

Bista Solutions is the best Odoo Gold Partner & recently won best Odoo Partner 2021 award across North America. This is our 4th award as best Odoo partner.
We have more than 2 decades of ERP implementation expertise
We have certified Odoo ERP consultants
200+ Odoo developers available globally
Present in more than 4 countries, Locally present in4 different US cities like CA, GA, TX, NV.

Looking for Odoo ERP implementation or want to know more about Odoo, Contact us for free consultation.

Odoo Integration with Okta

by bista-admin
Dec 15, 2021
0
Category: Odoo Integration

Odoo Integration with Okta

Okta Inc.

Okta is an identity and access management company that provides cloud software to other companies in order to help them manage and secure user authentication into applications. Additionally, it allows developers to build identity controls into applications, website web services as well as devices.

With 10 products and 6 services available on the market, this San Francisco-based company helps enterprise businesses avoid security risks.

Odoo Okta Integration Workflow Diagram

Okta Products

These products are all about connecting your company to the right technologies, and the right people, in the most secure and optimized way possible. As listed on Okta’s official website, some of these products and services include the following:

Single Sign-On

- - - Secure cloud single sign-on
Universal Directory
- - - 1 Directory for users, groups, and devices
Advanced Server Access
- - - Dynamic server access controls similar to multi-cloud infrastructure
API Access Management
- - - Avoid API breaches
Multi-factor Authentication
- - - Secure, intelligent access for your workforce and your customers
Authentication
- - - Secure and seamless experience
User Management
- - - Collect, store, and manage user profile data at scale
B2B Integration
- - - Optimize your customer, partner, and vendor relationships
Lifecycle Management
- - - Easy-to-implement automation
Access Gateway
- - - Extend modern identity to on-premises app and product your hybrid cloud
Workflows
- - - No code identity automation and orchestration

These products exist to protect your workforce identity as well as your customer’s identity. In addition to securely enabling remote work (as needed due to the recent pandemic), Okta allows companies to adopt a zero-trust security model. This means that there’s no room for error when all preventative measures are in place in order to avoid data breaches. There are many other ways Okta protects one’s workforce – however, let’s look at the flipside of things; the customers. Beyond creating a frictionless registration process and login for your applications, Okta cultivates user trust by modernizing infrastructure and creating a seamless user experience without compromising on security. Furthermore, Okta works well without countless industries, including technology, travel and hospitality, non-profit, and public sector – just to name a few.

Odoo ERP

Introducing Odoo ERP – On Demand Open Object is a business management system that combines a suite of business management software tools in order to improve business processes across a company. Not only is Odoo filled with a wide array of applications to choose from, but their products are cost-effective and they deliver modular solutions. Additionally, Odoo has designed all its apps to help companies across all verticals with specific parts of their business. For example, the Sales team within a company may require an app that helps boost sales, while an Accounting team may need an app that helps manage finances. There is quite literally an umbrella app for all major departments within a company.

In fact, there are 30 Odoo enterprise apps that are licensed, and over 18,000 Odoo Community apps that are both free and open-source. This means that with open-source Odoo apps, developers can easily tweak them in order to tailor them to fit your company’s needs and requirements.

There are many things Odoo ERP can do, and many more that it can help you achieve within the electronic and robotic repair industry.

So how does Odoo ERP play into this?

The following is a quick summary of what a seamless Odoo integration with Okta looks like.

1) Users log into SSO (single sign-on)

Here, developers can create a User Account on Okta and assign users to the Okta Odoo Apps. In order to do so, they need to configure it on the SAML Provider and on the SAML ID for the Odoo users. Once that is done, the user can use Okta Odoo apps in order to log into the Odoo application.

SSO reduces the number of attack surfaces because users only log in once each day and only use one set of strong credentials. Reducing login to one set of credentials improves enterprise security. When employees have to use separate passwords for each app, they usually don’t – so if one platform is compromised, they all are.

2) Users try to access a web page

When the user tries to access the Odoo webpage, the Okta login button will appear. When the user clicks on the Okta login button, it will redirect them to the Okta page — where the user will need to identify themselves with the two-factor authentication. Once the authentication is completed, the user will be automatically redirected to the Odoo application page.

3) Service providers check the user’s credentials with the identity provider

4) Identity provider sends authorization and authentication messages back to the service provider

5) The user can now log into the app

The final step involves authenticating oneself on both the Okta and Odoo applications, upon which the user can log into Odoo.

Bista Solutions Demo | Odoo Integration with Okta

Odoo ERP allows for several integrations. As such, Okta can easily be integrated into Odoo. A professional ERP provider will be able to integrate multiple platforms together as well as create customizations specific to your company.

Below, we will take you through what configurations were done in order to achieve the Odoo integration with Okta.

The image above is an example of a company dashboard that has Okta integrated into it. Now our goal is to combine Okta with Odoo.

How do we go about doing that?

When you click on Odoo from the options presented, you will be redirected to the following page – which is the Odoo page. Now, in order to access Okta within Odoo, you need to log in using your Okta login credentials.

When you input your credentials (or click Okta Login if your credentials are already saved), you will be redirected to the company homepage that is connected to your Okta account. However, if the authentication is successful with Odoo and Okta, you will be redirected to the Odoo homepage with Okta connected.

So what steps need to be taken in order to achieve this seamless integration?

First off, you need to install Okta into the company dashboard and configure Okta and Odoo in the Okta dashboard.

On the Odoo side of things, we need to create a provider. In this instance, we have Okta as the sole provider. So, if we want to integrate Okta and Odoo – we need to keep the following key points in mind (see image below for reference).

*This information can be found in Odoo under the Providers section.

Identity Provider Metadata

This will be provided by Okta and it’s in the XML format. This data has specific entity IDs as well as certificates generated by Okta. This information will be configured on the Odoo side of things.

Entity ID

This ID is important to verify between Okta and Odoo applications.

Metadata URL

Once we have successfully configured Odoo from the Okta side – then we will have this generated metadata URL.

So remember in the first image, where we click on the Odoo application (for this example, let’s pretend we click on it from our phones) – when that Odoo app is clicked, the Identity Provider Metadata, Metadata URL, Odoo Public Certificate, Odoo Private Key, Signature Algorithm will all be checked from Okta to Odoo side as well as Odoo to Okta side in an encrypted format. Once everything is verified, that’s what leads to you being able to connect to Odoo via Okta. If something does not match up, then the user will not be able to log in.

Sign Attribute Mapping

This is relevant for when we create the Odoo application within Okta. In order to

successfully allow authentication – we need some configurations. This is done via Attribute Mapping. We need to set the IDP Response Attribute (name_id), Odoo Field (email). This basically means that we need to include the user’s name and email address somewhere.

So in Odoo, go to Settings >> Users & Companies >> Users

This will bring you to a list of user names (that you must manually put in). When you click on a user, you’ll be directed to the user’s page. All you really need to input is the user’s name and email address. Once that is configured, then you need to input the SAML provider.

As you can see, on the Odoo side (i.e. the Odoo platform as depicted in the image above), you see Okta under SAML provider. And in the SAML user id section, you see an email address.

So when you send in a login request, the Okta provider section will be checked, as will the SAML user ID. If they are a match, the next thing to be checked is the algorithm method and specific encryptions, the certifications as well as the entity ID.

If everything matches, then the user will be redirected to the Odoo page, where the user can log in using their email address.

So far, we have covered three integrations that were done to connect Odoo and Okta.

Involves one configuration from the Okta side
Involved a configuration from the Odoo side
The third configuration is from the SAML user side as explained above

So let’s discuss the fourth and final one – customization. Upon the integration, once a user logs out of Odoo, they will be automatically redirected to the company Okta dashboard. Essentially, anytime the user wants to log into Odoo via the Okta dashboard, they need to be logged in with the Okta credentials – click on the Odoo app and authenticate in order to access the Odoo app. If they log out of the Odoo app, they will be redirected back to the Okta dashboard – and will have to repeat the process in order to log back in. This was a customization, where the Odoo username and password login were disabled to further secure the back and forth.

As you can see in the image above, if you click on the checkbox – you will allow users to login using their Odoo credentials (as you will see in the image below).

But by default, that box isn’t checked – therefore users must use their Okta credentials to log into Odoo.

Another way to tighten the security is by using a 2-factor authentication. In this instance, the application Odoo Verify can be used on Android phones to achieve this.

Odoo ERP Providers – Bista Solutions

When it comes to Odoo integrations, Bista provides tailored solutions to best meet the client’s needs.

Additionally, we have nearly two decades of experience implementing ERP solutions across various industries and have been awarded Odoo Best Partner across North America for the fourth time. So you can rest assured, that our team has the knowledge, experience, and expertise to help you reach your goals.

If you would like more information or a free consultation/demo, connect with us via the Contact Form on our website, or give our ERP consultants a call at 1 (858) 401 2332.

Odoo Marketing Automation

by bista-admin
Dec 13, 2021
0
Category: Odoo Apps

Discover the Power of Odoo Marketing Automation Solution

Navigating the modern online landscape requires effective audience engagement across multiple platforms. As these digital demands continue to rise, marketing automation software becomes your secret weapon, empowering you to connect more efficiently with your target audience and streamline your work processes. With Odoo Marketing Automation software, you can customize the content, ensuring your messages align seamlessly. It simplifies your digital marketing tasks, accelerates reporting, and promotes seamless collaboration between your marketing and sales teams, ultimately leading to better results and business growth.

Odoo Marketing Automation Key features You must Know

Lead Management

Automated Lead Organization

With Odoo, you don’t have to wrestle with the manual and time-consuming chore of sorting customer data at different stages of the sales cycle.

Lead Qualification Process

Odoo marketing automation software assists in managing the lead qualification process, helping marketers identify and nurture prospects not yet ready to buy.

Behavioral Assessment

Odoo’s tools allow marketers to assess the behavior and fit of each buyer, determining if they possess the attributes of a qualified lead.

Lead Routing

Lead Categorization

Odoo’s marketing automation allows for lead categorization and prioritization based on custom criteria, ensuring leads are directed to the right resources.

Scoring and Ranking

Leads can routed based on scores or ranks, enabling sales teams to focus on the most promising leads and eliminating bottlenecks.

Efficient and Timely Delivery

Odoo ensures each lead is efficiently and accurately delivered to the sales team at the right time, preventing lost opportunities.

Automated Routing

Lead information gets captured automatically and routed based on geography, industry, product interest, or other business rules, guaranteeing efficient and accurate lead delivery.

Lead Nurturing

Data-Driven Nurturing

Odoo empowers marketers with robust customer data, allowing for the creation of precise buyer personas and targeted objectives.

Behavioral Insights

Analyzing the behavioral patterns and consumption habits of targeted customers enables the enhancement and fine-tuning of lead nurturing strategies.

Personalized Communication

Odoo’s lead nurturing considers the buyer’s role and position in the sales cycle, enabling relevant and personalized conversations to build brand affinity and loyalty.

Responsive Campaigns

Odoo tailors nurturing campaigns to individual prospect behavior, delivering content when it’s most relevant according to specific criteria.

Cultivating Demand

Odoo’s lead nurturing strategy focuses on nurturing latent demand, making it easier to convert unqualified leads into opportunities and maintain open channels of communication with prospective buyers.

Supporting Research

Odoo assists in keeping communication channels open with potential buyers by providing valuable content that aids their research and discovery processes.

Customer Retention

Odoo’s marketing automation extends beyond new customers, helping to engage current customers and encourage additional purchases through timely, personalized messages.

Lead Scoring

Lead Scoring Automation

Odoo can automate the scoring process when a lead opens an email, engages with your content, or visits important pages, their lead score can rise instantly. This automation ensures that sales can reach out to engaged leads promptly while their interest is high.

Threshold-Based Lead Transfer

With Odoo, you can set scoring thresholds to determine when a lead is sales-ready. Once a lead’s score crosses the defined threshold, it can be automatically transferred to the sales team.

Efficient Lead Scoring Framework

Odoo Marketing Automation Solution allows you to define scoring criteria based on various lead attributes and enables you to quickly and accurately assess lead quality and readiness for sales engagement.

Sales & Marketing Collaboration –

Odoo facilitates the exchange of information regarding lead quality and effectiveness, ensuring a seamless transition of leads from marketing to sales.

Email Marketing

Automated Personalized Emails

Set up automated workflows that trigger personalized emails based on specific actions.

Email Deliverability Improvement

By successfully managing many aspects of email marketing, our Odoo Marketing Automation solution improves email deliverability and maintains a favorable sender reputation.

Audience Segmentation

Use Odoo’s marketing automation to segment your audience based on events and actions in your workflows.

Re-engagement Campaigns

When subscribers become inactive, Odoo’s marketing automation assists in creating re-engagement campaigns to reignite subscribers’ interest.

Automatic Removal of Unengaged Subscribers

If re-engagement campaigns don’t succeed, Odoo helps you manage unengaged subscribers efficiently by removing unengaged contacts from your list.

Integrations

Social Media Integration

Odoo allows you to integrate your social media accounts and manage your social marketing efforts from a centralized platform.

CRM Integration

Odoo seamlessly integrates with Customer Relationship Management (CRM) systems, ensuring that your marketing efforts are closely aligned with your sales and customer management.

AI & ML Integration

With AI and ML integration, Odoo Marketing Automation utilizes customer data to predict behavior, craft personalized content, and deliver data-driven campaigns to the right audience at the perfect time.

Analytics & Reporting

Campaign Performance Analysis

You can track metrics like email open rates, click-through rates, and conversion rates to assess campaign effectiveness easily.

Segmentation Insights

Create and analyze customer segments to tailor marketing messages for specific audiences.

Custom Reporting

You can generate tailored reports to meet specific business needs, from product launches to promotional campaign analysis.

Conversion Funnel Analysis

Gain insights into the conversion process, identifying and optimizing bottlenecks.

Key Gains from Our Odoo Marketing Automation Solution

Enhanced Campaign Effectiveness

Improved Customer Relationship Management

Efficient Team Collaboration

Data-Driven Decision-Making

Time and Resource Savings

Increased Conversion Rates

Better Lead Management

Personalized Customer Experience

Enhanced Campaign Visibility

Customer Retention

Why Choose Bista Solutions?

3 Decades of ERP Implementation

Most Awarded “Best Odoo Gold Partners” (2022,2021, 2018, 2016 & 2014)

200+ Successful custom App development

250+ expert Odoo Developers

350+ successfully implemented projects

Most Trusted Odoo Gold partners

Expert Consultant Team

Expert Data Migration &Testing Team

Global presence in 10+ countries

24/7 Support Available

Craft an impactful marketing strategy, automate your campaigns, and personalize your messages effortlessly with our Odoo Marketing Automation Suite. Schedule a call today and unlock your marketing potential!

Odoo Document Module

by bista-admin
Dec 09, 2021
0
Category: Odoo Apps

ODOO DOCUMENT MANAGEMENT MODULE

There are many departments within your company that rely on documentation. Some of which include, Sales, Accounting, HR & Onboarding, Procurement, Finance, and more.

In business, document management is crucial due to the nature of the content. From client information and vendor information to employee and company information – business documents can contain confidential data. This sensitive information can easily fall into the wrong hands and be misused unless it is managed properly.

Maybe your company doesn’t have many documents to keep track of. Or maybe you do, but it’s been managed and filed correctly. However, it is important to note that as the company grows – so does the paper load.

But are you accounting for natural disasters? For theft? For random, one-offs? Anything can happen. There are a plethora of setbacks when using this method of storage, such as; lack of security, back-up issues, difficult to track version history, time-consuming to search for key details and share information, and so forth.

Where and how you store those papers is already important, but not being able to account for external sources of harm can cause stress and paranoia. Especially after the damage is done.

Due to the digital age, paper document management is better off online. In fact, digital documentation is preferred due to the fact that there are numerous, more manageable ways to store, secure and manage it. It allows for easy collaboration, ease of organization, and it also saves your money in the long-run (i.e. no more printing paper, wasting ink and using up energy).

Let’s not beat around the brush when it comes to the digital downfalls. This blog is meant to give it to you straight. Yes, there are some issues with digital documentation. Some of which include security (i.e. breaches), the initial set-up cost, software maintenance, version compatibility, etc.

However, we are here to provide you with the solution: Odoo ERP -which gives you the best Document Management module that can directly increase the productivity of your business at an affordable cost.

The following are some of the Features of Odoo Document Management ERP

High-level Document Security

Document security is a high level responsibility of an organization or company. As mentioned earlier, those papers can hold confidential information that should not be easily accessible to the masses or competitors. Odoo Document Management module easily handles. The document(s) in question can be protected with access permission and password security. You can also give the expiry time for the access. Since all of Odoo modules are integrated you can access the document in other modules as well. The cloud-based storage allows for automatic backups. This means that even if you have accidentally deleted a document or file, it can be restored with ease. In fact, with this module, your document can be securely accessed from anywhere and at any time.

Irreproachable Integration Amplifies Efficiency

This integrated system facilitates the smooth flow of the administrative processes. Odoo ERP automates many functionalities of varying modules that are correlated with one another. In fact, Odoo Document Management module eliminates all the flaws from your document and arrives to the receiver who has access to it. The chatter functionality along with the selected document can simplify the communication and discussion on that document. You are allowed to share the document with the person who is outside the workspace.

Email Gateways can generate bills automatically from vendor’s emails or scanned documents. Accountants will also be able to see documents in their inboxes. In one click the document can be converted into a bill. With advanced artificial intelligence, the fields will be automatically filled as per bills and invoices – the accountant simply needs to validate by clicking on the ‘Validate’ button.

Employee’s Productivity Increases with the Help of Easy Functionalities

Once you have created or copied a document in your module, you become the owner of that document. You also have the ability to change the owner of it. This ability extends to multiple files as well (i.e. you can select multiple files and change the owner of all selected files at a time). Some of the functionalities are further explained below:

Edit Functionality

Any document you have already uploaded or created in the module can be edited within it. There is no need to download the file.

Split Functionality

The Special functionality for document splitting. When you scan a lot of pages you will no longer have to save them manually, one by one. Upon scanning, all pages are saved in one document. If needed, you can split the document by groups or by page. Split pages or groups will be automatically converted into separate files.

Lock Functionality

The ‘lock’ functionality in this module is useful to avoid the confusion that is often the result of more than one person working on the same document. If someone is working on a particular document, they can click on a lock button. This way, if some other person comes across the same document with the lock icon, they would see that someone is already working on this document. At this point, the new individual can still choose to work on the same document or start working on a new one.

Archive Functionality

You can archive the document file as well as unachieved it whenever needed. You are also allowed to delete the archived file when it no longer serves you.

Tagging Functionality

Tagging functionality can be used for the classification of files, for example, if you want to update the status of your file, then you can create a tag for the same and select the status from the option.

Replace Functionality

The user is allowed to replace the updated document, keeping with previous tags. Also, users can track and retrieve the previous version of the document.

Odoo ERP & Bista Solutions

Looking to better store, secure and manage your documents, don’t hesitate to get in touch with Odoo ERP consultants.

Bista Solutions is an Odoo Gold Partner and recently won the Odoo Best Partner award across North America 2021. This is our fourth win since our partnership with Odoo. Additionally, we have nearly two decades of experience implementing ERP solutions across various industries.

So you can rest assured, our team has credentials necessary to help you reroute your documents digitally as well as reach your goals. If you would like more information or a free consultation / demo, connect with us via the Contact Form on our website, or give our ERP consultants a call at 1 (858) 401 2332.

Odoo Community

by bista-admin
Dec 08, 2021
0
Category: Odoo

Odoo Community

Odoo, also known as On-Demand Open Object, is an enterprise resource planning that combines a suite of business management software tools that can be used company-wide. Though often used by small and mid-sized enterprises (SMEs), this ERP can work for all larger businesses and caters to almost all the industries across the globe.

Equipped with 30 enterprise apps (licensed) and over 18,000 Community apps (free and open-source), Odoo is the holy grail of all business management tools. Each app helps facilitate an integral component of a working business.

In fact, there are specific apps for specific issues. For example, the Sales team may require an app that helps boost sales, while an Accounting team may require an app that helps manage finances. Likewise, there are apps that amplify marketing, build a website, among many other things.

Additionally, Odoo apps are also segregated by company departments in order to ease the search (i.e. Human Resources apps include applications created to facilitate recruitment, to manage employees work hours, and such).

Needless to say, Odoo is known for its suite of business management applications. However, let’s backtrack to its two distinct editions: Odoo Community and Odoo Enterprise. This blog will cover Odoo Community – what it is, what that means and how it can serve your business.

What Is Odoo Community?

As mentioned earlier, this edition provides users with over 18,00 free apps that are completely open-sourced. Odoo actually began its journey with this version. It wasn’t until 2015 did the enterprise version appear.

What does that mean?

In a nutshell, with Odoo Community, developers can easily tweak and tailor an app within this edition to best fit your company’s specific needs and requirements.

So with how great the Community edition sounds, you might be wondering why the Enterprise edition is even an option?

Well – since Odoo Community is marketed as the basic version, it also only provides a fraction of what Odoo Enterprise provides. Essentially, Odoo Enterprise offers what Odoo Community provides in addition to a set of extra modules.

Four Distinct Characteristics:

Modules / Features

One of the most notable differences between Odoo Community and Enterprise is their functionality. As we established earlier, Odoo Community came first. Enterprise, on the other hand, is built on top of the open source Community layer and has many additional modules & features.

Support, Bug Fixes, and Upgrades

Another major difference is support. Many businesses place importance on being able to get support when they need it, as it is a crucial component in case of emergencies. While Odoo offers support for the Enterprise edition, it does not do so for Community.

Odoo also offers upgrade assistance as long as it is into an Enterprise version (i.e. from Community to Enterprise or Enterprise to Enterprise).

Hosting Options

Community and Enterprise also differ in their hosting. With Odoo Community, you handle hosting yourself, regardless of whether you are using your own on premise servers or hosted servers. Given this is your own open-source instance, you can customize it to your heart’s content.

With Enterprise, you have both these options, but you have an additional cloud hosting option using Odoo.sh.

Odoo Community Hosting	Odoo Enterprise Hosting
On-premise hosting	On-premise Hosting
Cloud hosting (AWS, Digital Ocean, Google Cloud, etc.)	Cloud hosting (AWS, Digital Ocean, Google Cloud, etc.)
	Cloud Hosting (Odoo.sh)
	SaaS (non-customizable)

Pricing

Since Odoo Enterprise is a licensed version of Odoo, it adds yearly expenses in licensing fees. This means that Community is often less expensive for companies.

The “better option” simply depends on what you are looking for, or need.

Odoo Enterprise has many modules and out-of-the-box features that Odoo Community lacks. So if you choose Odoo Community, and want to ‘add-on’ to it by incorporating these features, the price will drastically increase with each addition.

Even though licenses raise the cost of Odoo Enterprise, customization and development can raise the cost of Odoo Community. Simply put, which option ends up being more affordable depends on the particular features and extent of customization/development you’re looking for.

Odoo Community Applications

Throughout this piece, we’ve mentioned that Odoo Community doesn’t include everything Odoo has to offer. So which apps does it contain?

Sales, Invoicing, CRM, Website, Inventory, Purchase, Point of Sale, Project, eCommerce, Manufacturing, Email Marketing, Expenses, Time Off, Recruitment, Employees, Maintenance, eLearning, Events, Discuss, Contacts, Calendar, Fleet, Blogs, Live Chat, Surveys, Dashboards, Repairs, Attendances, SMS Marketing, Notes, Forum, Skills Management, Lunch, Online Jobs, Employee Contracts, and such are what is included in Odoo Community.

Odoo Enterprise Applications

Odoo Enterprise contained everything mentioned above, as well as Accounting, Timesheets, Studio, Documents, Sign, Helpdesk, Subscriptions, Quality, Planning, Data Cleaning, Product Life Cycle Management, Rental, Field Service, Social Marketing, Appraisal, Approvals, Marketing Automation, Consolidation, Appointments, Employee Referral, Internet of Things, Barcode, VOIP, and Payroll.

Odoo 15: Community vs Enterprise

If you want to dive deeper into what is offered versus not offered, let’s take Odoo 15 into consideration and compare both editions.

	Odoo Community	Odoo Enterprise
GENERAL
Unlimited Functional Support	x	✓
Version Upgrades	x	✓
Hosting	x	✓

	Odoo Community	Odoo Enterprise
USER INTERFACE
Desktop + Web Browser	✓	✓
Mobile + Android & iOS	x	✓

	Odoo Community	Odoo Enterprise
FINANCE
Accounting	x	✓
Comprehensive Accounting	x	✓
Invoicing	✓	✓
Invoicing: Payments	✓	✓
Invoicing: AI	x	✓
Expenses	✓	✓
Payroll	x	✓
Payroll: Expense Digitization (OCR)	x	✓
Payroll: Reimbursement in Pay slip	x	✓
Documents	x	✓
Document: Spreadsheet	x	✓
Sign	x	✓

	Odoo Community	Odoo Enterprise
SALES
CRM	✓	✓
Sales	✓	✓
Point of sale (POS)	✓	✓
POS (Loyalty Programs and Gift Cards)	x	✓
Subscription	x	✓
Rental	x	✓
Amazon Connector	x	✓

	Odoo Community	Odoo Enterprise
WEBSITES
Website Builder	✓	✓
eCommerce	✓	✓
Blog	✓	✓
Forum	✓	✓
Live Chat	✓	✓
eLearning	✓	✓

	Odoo Community	Odoo Enterprise
INVENTORY & MRP
Inventory	x	✓
Inventory: Barcode	✓	✓
Manufacturing (MRP)	x	✓
MRP: Work center, Control Panel, Scheduling	x	✓
PLM	x	✓
Purchase	✓	✓
Maintenance	✓	✓
Quality	✓	✓

	Odoo Community	Odoo Enterprise
HUMAN RESOURCES
Employees	✓	✓
Employees: Departmental Dashboard	x	✓
Recruitment	✓	✓
Time Off	✓	✓
Referrals	x	✓
Appraisals	x	✓
Fleet	✓	✓

	Odoo Community	Odoo Enterprise
MARKETING
Social Marketing	x	✓
Email Marketing	✓	✓
Email Marketing: Mailing Templates	x	✓
SMS Marketing	✓	✓
Events	✓	✓
Marketing Automation	x	✓
Surveys	✓	✓

	Odoo Community	Odoo Enterprise
SERVICES
Project	✓	✓
Timesheet	✓	✓
Timesheet: Grid view, timer, reminders, timesheet validation	x	✓
Timesheet: Awesome timesheet (Mobile App)	x	✓
Field Service	x	✓
Helpdesk	x	✓
Planning	x	✓
Appointments	x	✓

	Odoo Community	Odoo Enterprise
PRODUCTIVITY
Discuss	✓	✓
Approval	x	✓
Notes	✓	✓
Calendar	✓	✓
Digital Phone (VOIP) integration	x	✓
IOT	x	✓

	Odoo Community	Odoo Enterprise
CUSTOMIZATION
Studio	x	✓

Odoo ERP & Bista Solutions

If you are unsure whether your company will benefit more from Odoo Community or Odoo Enterprise, don’t hesitate to get in touch with Odoo ERP consultants. They possess the knowledge, experience and certifications to connect you with your best fit.

Bista Solutions is an Odoo Gold Partner and recently won the Odoo Best Partner award across North America 2021. This is our fourth win since our partnership with Odoo. Additionally, we have nearly two decades of experience implementing ERP solutions across various industries.

So you can rest assured, our team has credentials necessary to help you reach your goals.

Take a look at our client video testimonials to see the value our team can add to your company. If you would like more information or a free consultation / demo, connect with us via the Contact Form on our website, or give our ERP consultants a call at 1 (858) 401 2332.

Odoo Production Planning & Scheduling ERP

by bista-admin
Dec 07, 2021
0
Category: Odoo Apps

Odoo Production Planning & Scheduling ERP

The manufacturing industry consists of countless moving parts. All of which usually work in a sequential order and need to flow into one another in order to produce desirable results. That is why the production planning and scheduling in manufacturing needs to be seamless. To be seamless you need to have best suited ERP to manage your business. Odoo Production Planning & Scheduling ERP is the best ERP for any production and manufacturing businss.

How do we go about achieving that?

By implementing Odoo Production Planning & Scheduling ERP and tailoring it to best fit the company’s requirements. However, it is worth noting that Odoo out of the box can work fine too if the standard inclusions meet your needs.

Odoo Production Planning & Scheduling ERP Out-of-Box Features

- - Bill of Materials
  - Work Center Configurations
  - Operations Configurations
  - Manufacturing Orders
  - Work Orders
  - Infinite Capacity Planning

Limitations of Out-of-Box Odoo Production Planning & Scheduling ERP Features

While Out-of-Box Odoo production planning & scheduling ERP is filled with amazing features for the manufacturing industries, it also comes with some limitations:

In BOM, to define Operation Sequence & their dependency on each other is missing
In Work Center, can not configure multiple Operators & allocation of Operators to the Work Centers and Work Orders
In Operations, ability to configure whether cycle time is manual or automated is not available
At Sales Order, ability to calculate ‘Available to Promise’ (ATP) date is missing
In Mfg. Order, validations are missing for not to start operations without having materials reserved, not to Reserve the Materials before Plan, not to manufacture more than confirmed Quantity and not to complete the MO without completing all the Operations
Inability to calculate finite Capacity Planning
Facility for either Forward or Backward Capacity Planning is missing
Play around with Draft Planning via Playground before finalization is not possible
Resource leveling via Planning by Resource is not available
Material Reservation & un-reservation based on the priorities is not possible

Finite & Infinite Production Planning & Scheduling

The differences between Finite and Infinite Capacity are as seen below:

Finite Capacity	Infinite Capacity
Finite capacity Planning is a detailed scheduling strategy that takes into account the available capacity of a manufacturing facility’s resources to schedule jobs and operations. This strategy recognizes that every manufacturing facility has a fixed amount of resources that have an upper limit to how many items they can produce in a given time frame.	An infinite capacity planning assumes that the due date of every order is absolute. So, fulfilling Orders is the only focus and assumes additional resource capacity is readily available. If the resources are not available, the time requirements on Work Centers or for Operations or perhaps even the customer due date need adjustment.
The finite approach allows Planner to view an overall impact of the new orders on the manufacturing capacity and without reprioritizing the existing work, any due dates that require adjustments	The infinite approach allows Planner flexibility not to dwell on the overall impact of new orders on the manufacturing capacity and reprioritizing the existing work
Finite capacity planning creates a more realistic schedule for the manufacturing processes especially in the short run.	Infinite capacity planning allows scheduling for the manufacturing processes in the long run.
Finite planning also levels the capacity requirements of each work center and essentially creates a finite schedule for the manufacturing facility.	Infinite planning assumes additional resources available whether capacity, resources or time and essentially creates an infinite schedule for the manufacturing facility.

Available to Promise Concept

Available-to-Promise (ATP) is a crucial element in supply chain management. It basically forecasts the quantity that can be produced on or before a chosen date to deliver the order that has been placed by the customer. Based on the data of materials and proper resource allocation, ATP can be derived. It is also important to consider the direct & indirect demand factors while predicting the ATP.

Factors that help to identify ATP:

Current Inventory
Sales Orders
Purchase Orders
Safety Stock
Manufacturing Capacity

Master Data Improvements

Master Configurations

- Prevent to start Work Orders due to unavailability of Components
- Prevent to complete Manufacturing order by clicking on ‘Mark as done’ unless completed the respective Work orders.
- Prevent to manufacture quantity more than confirmed
- Prevent to click on ‘Check Availability for Components’ to Reserve unless Planned

Bill of Materials

- Operation Sequence whether can start in Parallel or Sequential can be defined
- If specific Operation has dependency on previous or multiple operations

Work Center

- Multiple Operators can be configured for Work Center
- Operators can get allocated to the Work Orders based on the selection of Work Centers

Operations

- Ability to configure for each Operation whether the cycle time is manual or automated.

Transactional Improvements

Manufacturing Order

- - Introduced Planned Scheduled Date for Forward Capacity Planning
  - Odoo will auto-calculate Actual Scheduled Date based on availability of Work Centers
  - Odoo will compute available Component’s stock and display Available to Produce Finished Good Qty.
  - Introduced Plan Deadline Date for Backward Capacity Planning
  - Odoo will calculate ‘Available to Produce’ FG Qty. based on complements available
  - Odoo will compute Planned Scheduled Date by calculating Components Lead Time if not available and Total Operation Cycle Time to manufacture the Product
  - After Planning, Odoo will compute Scheduled Start & End Date for each Work Order based on the Work Center occupancy, Operation Sequence & dependency
  - Operators will get associated against each Work Order based on the Work Center Operator Configuration
  - Odoo will display whether the Components are available or not and be able to start the Work Order or not
  - In case of multi-level BOM, all the child Mfg. Orders can be planned automatically based on dependency

Planning Playground

- Planning Playground will enable Planner to play with Work Orders for optimal Productivity in Draft stage
- Once Planer gets satisfied with the Planning then Draft can be Published
- If Planer is not satisfied with the Draft Planning then can Revert
- Once Draft Plan gets Published, then would be available for further modifications

Planning by Work Center

- Planner would be able to move Work Orders forward & prioritize by moving backward
- Planner would be able to move Work Orders towards alternate Work Centers
- Planning would be done based on Week & Global offs
- Once Work Order gets moved then the depending Work Orders will get auto moved further based on the available Work Centers
- In case of manual Cycle Time, Planner can add or remove Operators for a Work Order for an optimal Productivity
- In case components are not available then Planning Bar will get display as dashed
- In case order priorities changed then Components will get allocate to the prioritized Order via Reallocation button

Planning by Resource Center

- Planner would be able to review Resource allocation per Work Orders
- In case of manual Cycle Time, Planner can add or remove Resources for a Work Order for an optimal Productivity
- With this view, Planer would be able to review overall occupancy of all the Resources

Sales Order

- At Sales Order, if Sales Rep checks ‘Available to Promise’ (ATP) checkbox, Odoo will auto compute ‘Expected Mfg. Completion Date’ and will display on the Sales Order
- ATP date will be calculated on the basis of existing Work Orders completion date plus calculation of manufacturing time frame for the Sales Order Qty. booked.

Features Comparison

Though we’ve mentioned it above, if we wanted to simplify the difference between the out-of-box features vs the advanced manufacturing features – it would go something like this:

Feature / Function	Out of Box Odoo	Production Planning & Control
BOM ( Bill of Material )	BOM -> Operation Sequence & their dependency on each other is under development	Operation Sequence ( Sequential / Parallel), Dependency can be defined on the line level
Work Center	Work Center -> User provision is under development	Work Center -> Multiple Operators can be defined & it will be allocated to the Work Orders on the basis of Work Center selected
Operation	Manual Operation checkbox is under development	Manual Operation -> If we select this check box for operation which depend on the resource, meaning that If we add resource the operation duration will be reduce & if we reduce the resource the operation duration will be increase.
Operation Sequence	Under Development	Operation Sequence & their dependency
Planning by Work Center – Forward Planning
Working Hours	Working hours consideration is under development while planning	While Planning Working hours considered, considered the Working Time of the Day on the basis of Working Hours of the Work Center
Working Day	Working Days consideration is under development while planning	User can not schedule Work Order on Weekend
Global Off	Global Off is not considered while planning	While Planning we considered Global Off’s defined at Work Center
Alternate Work Center	Under Development	Work Orders can be moved to the alternative Work Centers only.
Planning should start from MO’s Start Date	We can move Work Order beyond the Start Date of the MO	User can not move Work Order before Planned Date
Weekend is Considered	Under Development	If Work Order going through Weekend or Global Off, then Work Order color will be lighter
Popup Message on Planning	Popup on Work Order – Start Date – 09-08-2021 8:00:00 AM Stop Date – 09-09-2021 10:00:00 AM Work Center – Work Center 1	Popup on Work Order – Product – P1 Quantity – 100 Start Date – 09-08-2021 8:00:00 AM Stop Date – 09-09-2021 10:00:00 AM Expected Duration – 600 Minutes Work Center – Work Center 1 Status – Material is Not Available Users – Operator 1, Operator 2 Operation Sequence – Sequential
Purchase Lead Time	Purchase Lead Time Calculation is under development	Purchase Lead Time is considered in Planning
Multi Level BOM Planning	Under Development	Multi Level BOM Planning is provided, If we have 3 Level BOM Then Odoo will plan for the last child MO then Second Child MO & Finally it will plan for the first level MO. We have provided the dependency also.
Backorder Planning is not available	Under Development	Backorder Planning we have provided, If user creates the backorder Odoo will plan for the remaining quantity automatically
Planning by Work Center – Backward Planning	Backward Planning is under Development	Where we can give the Plan Deadline Date for the Manufacturing Order & Odoo will calculate the Lead time of the Components, Operation duration according to the Operation sequence & show the Start Date of the Manufacturing Order
Cost Analysis Report updated	Cost of Components + Cost of Operations is considered	Cost of Components + Cost of Operations + Cost of Labor is considered
Planning Play Ground	Under Development	Planning Play Ground – User will have a separate view, in that view user will plan-re plan Work Orders & once he completed then he will have a Publish button. And If user wants to cancel all the planning then he will have a Cancel Planning button
Planning By Resource	Under Development	New Menu is provided where we can see the planning of all resources assigned to the Work Centers, we can assign the Work Orders to any Resource or remove according to the load of the Resource
Manufacturing -> Configuration-> Quantity Control	Under Development	User should not start operations without having materials reserved, User should not Reserve the Materials before Plan User should not produce more than Confirmed Quantity User should not do MARK AS DONE in order to complete the MO before complete Operations
Available To Promise	Under Development	Available to Promise, when we get an order can we use finite forward planning based on current capacity utilization to come up with scheduled ship date.
Available To Produce	Under Development	On the basis of available components Odoo will show how many finished goods can be produced
Skill Matrix	Under Development	On the basis of Skill we can allocate users on Work Center. And If Operation is Manual then on the basis of Skills operation duration will be changed.

When it comes to Odoo ERP and the manufacturing industry, Bista provides tailored ERP solutions to best meet the clients’ needs.

Additionally, we have nearly two decades of experience implementing ERP solutions across various industries, and have been awarded Odoo Best Partner across North America for the fourth time. So you can rest assured, our team has the knowledge, experience and expertise to help you reach your goals.

If you would like more information or a free consultation / demo, connect with us via the Contact Form on our website, or give our ERP consultants a call at 1 (858) 401 2332.

Get A Free Quote

Odoo Cannabis ERP

by bista-admin
Dec 07, 2021
0
Category: Odoo Partners

Cultivating Compliance, Quality, and Growth with Odoo Cannabis ERP

In the world of the cannabis industry, where strict compliance and unwavering commitment to quality control are non-negotiable factors, we have successfully crafted an all-in-one Odoo Cannabis ERP solution to meet the unique challenges of processing hemp into CBD with unparalleled precision and efficiency. It offers end-to-end tracking, robust order management, and thorough lot tracking. We are committed to transforming the landscape of the cannabis industry and new standards of excellence, making it easier for high-risk businesses like cannabis to thrive in a demanding market environment.

Key Capabilities of Our Odoo Cannabis ERP

Cultivation

Plant Tracking: Track every individual plant through various cultivation stages, ensuring detailed monitoring and record-keeping.
Yield Optimization: Maximize overall yield and profitability by efficiently managing cultivation processes.

Manufacturing Processing

End-to-End Management: Oversee the entire manufacturing process, from extraction to final product creation.
Resource Optimization: Optimize resource utilization and gain insights at each stage of manufacturing for better decision-making.

Distribution

Comprehensive Management: Handle inbound and outbound shipments, inventory levels, vendors, facilities, and wholesale partners in a single interface.
Efficient Distribution: Streamline the distribution of high-quality cannabis products to consumers while tracking shipping and deliveries.

Point of Sale (POS)

Retail Operations: Monitor and manage your retail operations, including real-time sales tracking, inventory control, and ROI optimization.
Customer Insights: Gain a complete view of your customers to enhance the retail experience and expand your cannabis retail business.

Delivery

Logistics Management: Integrate data and business intelligence to streamline orders, scheduling, payments, delivery, and invoicing.
Fleet Tracking: Track your delivery fleet and optimize the distribution of cannabis products to consumers.

Reporting and Analytics

Data Analysis: Analyze data points and track key performance indicators to make informed and strategic decisions.
Customized Reports: Generate accurate reports across all processes and share them in various formats and configurations.

Quality Control

Quality Assurance: Facilitate quality control testing to ensure that products meet required expectations.
Efficient Workflows: Implement efficient workflows for quality management and track quality activities with internal, customer, and supplier focus.

Finance Management

Financial Visibility: Get an overall view of financial transactions and manage financial operations seamlessly.
Cash Flow Improvement: Improve cash flow by integrating financial processes with other aspects of the business.

Sales and Customer Management

Effective Sales: Manage the sales and customer lifecycle efficiently, understanding customer needs better.
CRM Capabilities: Attract and retain customers, increase sales, and enhance operations with the CRM module.

Compliance

Regulatory Tracking: Monitor, track, and report cannabis products throughout the supply chain, ensuring METRC and other compliance with changing regulatory requirements.
Customized Labels: Generate compliant labels customized to your business directly from the Odoo cannabis ERP platform.

Tailored Solutions for Diverse Cannabis Businesses

Cultivation and Grow Operations
Manufacturing and Processing
Retail and Dispensaries
Delivery Services
Hemp and CBD Businesses
Seed Banks and Genetics

Why Choose Our Odoo Cannabis ERP?

Modular Nature- Odoo’s modular architecture allows your cannabis businesses to start with the essential Odoo ERP modules and expand gradually as your needs grow.
Cost Efficiency- Odoo’s cost-effective pricing model means you can invest more resources where they matter most—growing your cannabis business.

Compliance Confidence- In the highly regulated cannabis industry, staying compliant is non-negotiable. Odoo’s compliance tracking and reporting tools keep you always on the right side of the law.

Enhanced Productivity- Streamlined processes, automation, and real-time data access in Odoo result in increased productivity across your Cannabis business.

Integration – Odoo seamlessly integrates with various software and hardware solutions, such as seed-to-sale tracking, point-of-sale (POS) systems, and e-commerce platforms, ensuring you stay connected and compliant.

Customer Satisfaction- With Odoo, you can provide a smoother and more responsive experience to your customers. Whether it’s order processing, delivery tracking, or customer support.

Odoo Cannabis ERP Future Proofing your Business

Our Odoo cannabis ERP is thoughtfully designed to make the most of advanced technology, including machine learning, artificial intelligence (AI), and the Internet of Things (IoT), RPA (Robotic Automation Process). These technologies are integrated to give cannabis businesses a clear edge. The key features that demonstrate how our Odoo Cannabis ERP leads in technological innovation.

RPA Automation: Streamline routine tasks like data entry and document processing for operational efficiency.

Machine Learning Models: Predictive analytics for yield optimization, demand forecasting, and quality control.

AI-Powered Smart Assistants: Chatbots and virtual assistants for seamless customer interactions and support.

Regulatory Monitoring: AI-driven tracking of ever-changing cannabis regulations at state and city levels.

Data Analytics: By integrating with Power BI to analyze historical data and provide helpful insights for decision-making, our Odoo Cannabis ERP lets you forecast the best results for all of your Cannabis and Hemp operations.

Process Optimization: Whether you are a grower, processor, distributor, or Cannabis retailer our Odoo Cannabis ERP automates end-to-end processes across the cannabis supply chain for accuracy and speed with RPA.

By incorporating RPA, ML, and AI into Odoo Robust Modules we have created strong solutions that improve compliance, efficiency, and decision-making for cannabis firms of all sizes.

Our Exceptional Expertise in Odoo Cannabis Solutions

Most Awarded “Best Odoo Gold Partners” (2022, 2021, 2018, 2016 & 2014)

200+ Successful custom App development

250+ expert Odoo Developers

350+ successfully implemented projects

Most Trusted Odoo Gold partners

Expert Consultant Team

Global presence in 10+ countries

24/7 Support Available

Take control of your cultivation, inventory, sales, and compliance with Our single-integrated Odoo Cannabis ERP solution. Schedule a Call Today!

Electronic/Robotic Repair ERP

by bista-admin
Dec 06, 2021
0
Category: Metal ERP

Electronic/Robotic Repair ERP

When you are in the electronic and robotic repair industry, there are countless details that need to be taken into consideration. Particularly when it comes down to the return merchandise authorization (RMA) and workflow process. Below we’ll discuss a client example of what you can expect if you are a company that repairs electronic and or robotic products with Electronic/Robotic Repair ERP

As we know, repairing involves restoring faulty products or applications into their former state, or to a workable condition so that it can be reused. This process needs to be managed in a proper manner and every step of this repair will need to be marked down and tracked in order to achieve optimal and easily-manageable results.

So the question becomes, is there a business management software solution that can help with exactly that? Fortunately, the answer is yes.

Odoo ERP

Introducing Odoo ERP – On Demand Open Object is a business management system that combines a suite of business management software tools in order to improve business processes across a company. Not only is Odoo filled with a wide array of applications to choose from, their products are cost-effective and they deliver modular solutions. Additionally, Odoo has designed all its apps to help companies across all verticals with specific parts of their business. For example, the Sales team within a company may require an app that helps boost sales, while an Accounting team may need an app that helps manage finances. There is quite literally an umbrella app for all major departments within a company.

In fact, there are 30 Odoo enterprise apps which are licensed, and over 18,000 Odoo Community apps which are both free and open-source. This means that with open-source Odoo apps, developers can easily tweak them in order to tailor them to fit around your company’s needs and requirements.

There are many things Odoo ERP can do, and many more that it can help you achieve within the electronic and robotic repair industry.

Centralized Platform

Before we even dwell into the specifics – let’s go over the platform. While the customer has their own portal to access information, the internal team has another where everything is centralized; a job document. From this job document, the internal team can easily view the related RMA links, all the different stages of the workflow laid out, the current stage of the job, quotations, parts orders on P.O., and much more – all under one easy-to-use platform. Not only is everything visible (including what stage the repair is in), all notes, details surrounding this are available too.

This makes the internal team’s job much easier, since they don’t need to go back and forth between screens, everything can be viewed from the one document.

Good RMA Process

The return merchandise authorization (RMA) is a key component within this industry. Having a seamless process that can guarantee everything is being checked correctly is imperative to company success. Let’s take a client example and see what was done to ensure a smooth RMA procedure. For the sake of the example, the client will be named Company X. Please note that Company X has Odoo Electronic Repair ERP implemented and customized to best fit their needs.

The process begins quite simply. The customer who needs their product repaired talks to the sales team at Company X to get their device fixed. Company X will then create a RMA document which will record the customer’s information, the damage description, necessary specifications such as warranty info (if applicable), manufacturing information, and whatever else is needed.
Once the document is created, Company X will share it with the customer. At this point, the customer now has all the details Company X has, as well as the sales order number (ie. reference number). The customer is then directed to send the device to the appropriate warehouse upon receiving the RMA document/number.
When Company X receives the package with the device (i.e. electronic gadget) at the warehouse, the ‘receiving Team’ verifies that the information on the RMA checks out with the device received. This is also inputted into the Odoo inventory app via the Company X ‘receiving team’.
While Odoo Robotic Repair ERP has a plethora of amazing out-of-box features, its best one is its ability is customizations. If you customize Odoo correctly, the RMA would allow Company X to do the necessary configurations, prioritize what needs to be attended to, ensure accurate customer contact information, return address, as well send the RMA documents via email (and a hard copy) so that the customer can view it whenever they want to.
On the Odoo app, those assigned to complete this repair job will see that once the RMA is received, a button will become available to press on, and upon clicking on it – a job will be created from the RMA document.
When the job is created, the RMA module is done.

Workflow Configuration with Stages

So we discussed a good RMA process above, but what about the workflow configuration? How does everything flow once the job is created? We’ll continue using Company X as our example, and elaborate below.

For starters, it is worth noting that a job can take anywhere from 7 days, all the way up to months to complete. That is why a workflow was created for Company X.

We begin when the Production Manager (PM) evaluates whether the device (or the device’s part) is repairable or not. If it is repairable, then how much will the repair cost? Once that’s determined, the PM talks to the sales team and the sales team creates a quotation for the job. This quotation is then sent to the customer. When the customer sees the quotation from Company X, they can either approve or disapprove the quotation. Company X will have to act accordingly to the customer’s decision. If approved, we proceed to the following steps. If not, there may be deliberation (back and forth with the sales team) or Company X will ask the customer whether they want their faulty device back or would like to discard it.
- The customer could also decline the quotation for a number of reasons: longer wait time, higher quote than anticipated, etc. If this happens, Company X will ask the customer if they want the product returned without repair or scrapped. Please note that this process is a combination of customization as well as out-of-box functionality.

Let’s back-track a little and go over some terms a customer might see.

If we proceed with the repair, then the customer – as mentioned earlier – will be asked to ship the device to the warehouse. When the part is received, we enter the waiting evaluation stage. This is where the device is evaluated ‘in-person’ – physically.
Once the PM evaluates this, the device enters a ready-to-quote stage. This is where the Company X sales teams send a quote to the customer and the customer sees the quote/waiting for approval. Please note, this was an Odoo customization.
Once the customer approves of the quote, the job will change to ready to repair. At this point, the PM has to assign a technician to the job. Once that is done, the PM will change the job status to assigned.
- There is an Odoo out-of-box functionality where the PM could add notes for the technician to see and review prior to starting the repair job. Additionally, there is a chat text-box where the team can communicate with one another internally.

Repair Technician Overview | Odoo App

Now let’s briefly discuss what the technician sees when they log into the Odoo app on their phone.

When a technician logs into the Odoo app, they can see what’s been assigned to them and pick up a job based on priority.
When the technician completes the job and the repair is done, we move onto the quality control (QC) inspection phase of the workflow.
In this phase, the QC individual will pick up where the repair technician left off to make sure everything is done properly, nothing is missed and that the device works.
Once the QC inspection is done and approved, the repair technician will send a service report to the customer so that the customer can see and understand what operations were performed during the repair. Please note, this is also an Odoo customization that was done for Company X.

Let’s backtrack once again. What if the technician doesn’t have the necessary parts to completely repair the device?

In this instance, the technician can create a purchase order for the vendor from where the part will be purchased. They can also create transfers (if the product needs to be transferred elsewhere so someone else can repair it). Once the part is received by the technician, then the job can resume. This is, once again, an Odoo customization created for Company X.
- This process falls under outsource tracking workflow. If the technician cannot repair the part in-house and needs to outsource it. Essentially, with outsource flow, Company X will outsource to a vendor who does a similar repair job – and this flow is done with an Odoo customization.
Also, it is worth mentioning that if the quality control inspection does not go as planned, or there is a ‘no approval’ mark, then the technician and QC individual can go back and forth until the standards are met.
- Once the QC approves the repair, the technician here will send the service report (sent via email or hard copy document while the device is being shipped) while the QC will move the workflow into the validate shipping stage.
At this point, the shipper will pick up the product, verify all the information and clear it for shipping (mark it as ready-to-ship).
Company X then records the P.O. number from the customer within the sales order of Odoo before confirming that everything is ready to ship. Note that Odoo Electronic Repair ERP will not allow recording of sales until the P.O. number is marked – this is done as a preventative measure to ensure that the customer receives their device.
Once the sales order has been confirmed, Odoo will generate the transfer of shipment to the customer. The shipper can and will validate the sales order document.

Customer Portal (customization but also available out of the box)

Though we focused on what Company X was able to achieve with the Odoo Electronic Repair ERP implementation and customizations, the customer also reaped some benefits. With Odoo Electronic Repair ERP implemented, the customer can login and see their repair job status without having to continually contact members at Company X. Everything is online and easily accessible/visible.

This is achieved via the job portal.

The job portal not only allows customers to get all the necessary information, they can also approve and decline the quotation from here. It is seamless and easy.

Bista Solutions | Electronic ERP Transformation Partner

An electronic repair ERP is key to a smooth-sailing business. It facilitates processes, increases productivity and optimizes your business. If you want more information on Odoo ERP, or want to see a demo on how Odoo can help your company within the electronic or robotic repair industry – look no further than Bista Solutions. Our team can help you streamline the repair management process via tailored customizations.

We have nearly two decades of experience implementing ERP solutions across various industries. Additionally, the Bista team has implemented 250+ successful Odoo projects and has been awarded Odoo Best Partner across North America for its fourth time this year. So rest assured, our team has the knowledge, experience and expertise to help you reach your goals.

You can reach us at +1 (858) 401 2332 or via our contact form today.

Odoo 15

by bista-admin
Dec 06, 2021
0
Category: odoo 14

Odoo 15

As we all know Odoo is an all-in-one business solution when it comes to handling your Business, Shops, Restaurant, Accounting, Sales and much more. It has an intelligible, user-friendly interface that can be used on various devices. The best part about Odoo is it keeps on updating itself, making it much more interactive and user friendly to its end user. Odoo has come up with new update Odoo 15.

let’s see what awaits us there.

Odoo Chat / Discuss

Odoo 15 has come up with some of the user-friendly features in the Odoo Discuss app such as users can create new channels, add multiple members, and have a group discussion over projects.

Let’s not forget about the external group chat where users can chat with the customer and the organization other than their own in the Discuss app itself.

There is this Up Arrow available in Odoo chat where if the users send some message with typos then they can quickly click upon that up arrow and correct the typos saving some embarrassment.

With a conference call feature available, you can have a voice or video call, share a screen, and can have a detailed discussion with the team.

From the Discuss app users can also send the invite link to the external user if they want a specific user. For instance, a specific client to join the meeting.

Odoo V15 also provides emoji reactions to messages and users can use gifs images as well, making Odoo Discuss app much more interactive to users.

Use Ctrl + k to make Odoo simpler

Odoo 15 provides search shortcuts. For example, with the ctrl + k command users can:

Access any menu pages by clicking ctrl + k then typing /menu_name.

Directly open a chat box with another user using ctrl + k then type @user_name.

Use ctrl + k then type #channel_name to open the specific channel.

Mass Editing in Odoo Quotations

Odoo 15 allows collaborative editing in the document where more than one user can make changes in the same quotations at the same time.

For instance, if one user is adding products to the quotation in the meantime another user can update the terms and conditions on the same quotation resulting in saving a lot of productive hours.

Also by using the / command user can access various text formatting options in the editor.

Odoo Planning

In Odoo Planning users can track the workload of their resources just by hovering over their name where the user can see the hours available and hours reserved for the specific resources.

With the new magnifier icon, users can directly select the task, and based on the work schedule task will be automatically assigned to the resource.

Odoo Project

From the Project Application itself you can have video conferencing and if needed share a screen with the project team for a quick discussion.

Odoo 15 has introduced the project task dependencies on the Gantt chart where if any dependency arrow is in yellow or red it is considered as a critical path. This means that there are conflicts in some tasks.

In the instance mentioned above, Odoo automatically allows the computation of a critical path by clicking the small arrow icon provided in the path where the user can resolve the conflict hassle-free.

With the on-track button in the Odoo project, users can track the status of the project and create the project milestone which makes the tracking of the project much easier.

Odoo 15 allows the user to create a detailed status report of the project.

Once the project invoice is sent to the customer via sales order the timesheet of the project gets automatically attached to the invoice making everything in one place for the client.

Odoo Website

Odoo 15 comes with an Artificial Intelligence design for website templates. This is 35% faster than the Odoo 14 website.

Users have to just select the objective and domain of their website, then select the color palette, required features and that’s it. Within a click Odoo will build the whole website for the user.

For color palettes, users even have an option to upload an image or company logo and Odoo will extract the color from the uploaded image.

Users can add shapes to the website image.

Gradient options are available for buttons and text, even the gradient editor is available for the users.

Users can add animation to their text, images, and shapes.

Odoo eCommerce

Many upgrades have been made to the Odoo Shop website. For example, you can filter the products based on the price.

A global search option for your product is available.

Users can emphasize certain products by adding a customizable ribbon.

In Odoo 15 the Product page has been redesigned to make it more user-friendly, clean, and informative at the same time.

With the spit variant and attributes section added, the page has been made more informative.

With the visibility feature, certain content can be made user-targeted. For instance, if the user wants to provide a discount on the product to the USA-based customer then the user can switch the visibility of the discount template to the USA region.

Users can customize the flow, add a gift card option, and can also integrate the e-commerce shop with their Point Of Sale.

Every feature required for running the successful website is already available on the Odoo 15 Website, still, if the user requires some additional features, Odoo 15 allows embedding it.

Odoo Email Marketing

A new mail composer has been introduced in email marketing which consists of all the relevant features available in the website builder.

With the A/B Testing feature, users can create different variations of mails and send them to different mailing lists, and select the winner based on the click rate, reply rate, or any other provided criteria.

Odoo Point of Sale

In Odoo 15 every transaction, in point of sale right from the opening session can be executed from the frontend, the user doesn’t have to jumble between front-end and back-end.

Every product in point of sale has an ‘i’ icon, clicking that opens an info box where all the details of the product are available. Users can easily select the required product attribute from there.

With the multi-pricelist option, available users can provide different price lists to different customers.

Users also have the product configurator on their POS screen so the user can configure the product then and there without having to jump into the product configurator screen.

With the Discount button on the POS screen, users can provide a global discount during the product’s transaction.

The best part is POS is integrated with all the required hardware devices without having to use an IoT box.

During payment, if the customer is paying by cash automatic cash rounding is done based on their currency.

Users can use the Ship Later button which indicates the delivery order for the product is created and the product will be delivered to the customer’s location from the warehouse.

Then there is the Cash In / Cash Out feature, suppose the user has used their personal cash then they can click on the Cash In button and add the amount which will generate the receipt as proof, then in future, the user can claim that cash from the organization.

Then we have a customer credit section if we trigger the Customers button where users can see the credit amount that customer owes the company. Users can also reprint the old invoice for reference. Customers can also pay the outstanding amount on receivables since POS is fully integrated with all the payment terms.

Since POS is fully integrated with the backend, If the user creates the quotation order for a product and confirms it. Then, from the POS screen, the user can claim a down payment for the product from the customer.

Once the order is delivered to the customer and the payment is done then the user can settle the order from the quotation screen available in POS.

If the customer has some discount coupon then Odoo POS allows the customer to use it. The user has to just click on the Enter Code button in POS and add the coupon code to provide a discount to the customer. Very simple, right?

Once the user is done for the day they can end the session and print a summary showing the whole transactions of the day.

Odoo 15 also has new inventory labels in Point of Sale.

Odoo Barcode

In Odoo 15 Barcode, with an easy receipt finder, users just have to scan the product barcode from the receipt page, and the Odoo will automatically filter out the receipt containing the scanned product.

Odoo allows the user to create a new batch for the scanned product in case the user has multiple products from the same vendor allowing the user to create the multiple order receipt.

Odoo has also introduced the reception report with customer labels so that the user knows if the product is reserved for some customer.

Odoo 15 allows the user to scan the boxes or containers. Users can either scan the boxes or manually enter the number of boxes on the screen. Odoo also provides the barcode to identify the boxes or the container and also supports SSCC codes.

Odoo 15 enables QR code scanning and supports GS1 so just by scanning the GS1 code users will have all the details of the product.

Odoo Inventory

The inventory team can get the notification whenever the goods are available in the warehouse.

Just by scanning the container code, Odoo will tell the user which location a specific container should be stored based on the putaway strategy the user has defined.

Odoo 15 has come up with very simplified inventory adjustments such as, once the product is stored in the proper location, it allows the inventory team to launch a cycle count either manually or automate it based on the rules set in the inventory locations.

Then we have 3 reservation methods in Odoo operations which are:

At Confirmation: here, once the sale order is confirmed the required product quantity automatically gets reserved
Manually: here, the product doesn’t get reserved on sale order confirmation so the inventory manager will have to manually do it.
Before Schedule Date: here, the user will have to add the days before they want the product to be reserved.

Odoo 15 has also come up with a Wave Picking feature.

There is a Batch Reservation feature in which the inventory manager can select different picking and assign the person responsible for the specific picking.

Odoo Document

In Odoo 15 users can split or merge the Odoo documents. If users have receipts or bills they can move it to finance from documents.

Users can filter out the documents and send it to a different department from the documents application.

With AI implemented in customer invoice, the user doesn’t have to add all parameters manually.

Odoo Accounting

In Odoo 15 with advanced AI implementation vendor bills will automatically match with its related purchase order.

Users can add the fleet information in their vendor bills since Odoo accounting and fleet are fully integrated with each other.

Users can also create the different disallowed expenses categories in the accounting.

Odoo 15 supports OSS which regardless of which country the user selects based on the selected country the taxes will be applied.

The best thing about Odoo 15 accounting is it supports multiple taxes for a single customer.

More banks have been integrated with Odoo 15, in total around 25000 banks have been integrated with Odoo.

Odoo15 has Advance Payment Tolerance methods that allow automatic reconciliation of bank transactions.

In tax reports, Odoo supports multiple tax statements and users can filter out the report based on the OSS.

Also, Odoo allows you to create a provisional account for all the unbilled records at once.

Odoo ERP | Bista Solutions

Hopefully, this blog gives you a better understanding of Odoo 15.

It is worth noting that the default Odoo 15 modules can be customized to suit the requirements of different industries.

If you want to know how to customize Odoo 15 for your business, you can contact an experienced Odoo implementation partner like Bista Solutions who can customize the modules as per your business requirement. The Bista team is an Odoo Gold Partner, has implemented 250+ successful Odoo projects and has been awarded Odoo Best Partner across North America for its fourth time this year.

If you need any assistance or have questions regarding Odoo 15 (upgrading or implementing it) schedule a free consultation with us using this contact form.

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