Electronic/Robotic Repair ERP

Electronic/robotic repair 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

Odoo 15
  • by bista-admin
  • Dec 06, 2021
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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.

Odoo V15 Features

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.

Odoo Engineering To Order ERP

Odoo Engineering to order ERP

Odoo ERP for Engineering to Order (ETO) Industries

Companies within the engineering to order (ETO) industries face several additional challenges compared to others. This is mainly due to the fact that companies within this vertical often follow a unique sequence to completion that is specific to the product they are manufacturing. When things are this precise, every stage of the cycle matters. Especially to achieve the desired results. It is worth noting, however, the stages that may cause the most issues are: Product Configurable, Raw Material Management, Project Management, Due-dates, Payments, Warranties, Product Rework, Repairs, Customer Management and Customer Satisfaction. In order to account for such problems, ETO companies should have a contingency in place – namely one known as an enterprise resource planning (ERP) software. This system should be able to grease the processes, allowing smooth movement from Product Configuration all the way to the end; including, Product Sale, Product Dispatch, Product Repair, as well as Warranties. There are certain ERP’s which are build and customized for ETO industries. One of those ERP’s is Odoo Engineering To Order ERP.

Engineering to Order ERP

A great business management system that is suited for the likes is Odoo ERP. 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. 

Listed below are the features that we provide to our Odoo ETO ERP:

Project Budgeting & Costing Time || Seamless Process

Project Costing, aka Project Cost Management, is the process by which one can plan and manage the budget of a business or project. Simply put, it’s there to avoid going over-budget, as well as to simplify comparison between that planned costs and the actual expenses. 

This module is both important and often the most exercised part of project management. Since the ETO companies have to manufacture projects uniquely (i.e. with a new design and such), the costs will vary with respect to the type and design of said product. As such, the company should have an accurate costing module to navigate the precise product cost. 

To find the manufacturing cost of the product all the verticals of the manufacturing process will be taken into consideration. Fortunately, Odoo is an integrated ERP that maintains data of all modules and can give you the correct findings. In fact, Odoo has different integrated modules that hold the record of the raw material, estimated labor hours, transportation costs and much more are maintained, making it easier to get precise product costs. 

Needless to say, Odoo’s Budgeting and Costing Module is a strong addition to the Odoo Engineering to order ERP.

BOM (Bill of Material) || Lower Time Consumption

Bill Of Materials is the most important aspect while planning the manufacturing cycle of any product. Every product that has to be manufactured by ETO companies requires a different list of necessary raw materials. The specific use of BOM is to associate each required part per material to the specific operation included in the manufacturing process.

Odoo’s Manufacturing Module provides the featured functionality for making a BOM with an accurate material list. It shows organized records of multiple sub-assemblies, final assembly, raw materials and components. This means that with Odoo Engineering To Order ERP you can create the BOM quickly and without much hassle. 

Scheduled Reporting || Quickens Manufacturing Time

Scheduled Reporting improves time management, as it keeps you on top of things that need to be completed and reviewed. It will help you to prioritize tasks and processes and you can carry out them as per the project/product requirement. This directly reduces the lagging time while improving the manufacturing time. 

Scheduled Reporting makes you aware of priority tasks and allows you to meet their deadlines. Both employees and managers can find the lagging time and work on improving it, increasing the efficiency of the employees. Odoo’s Scheduled Reporting feature also includes the facility of directly sending alerts to the employees and HODs depending upon the due dates of the tasks on hand.

Inventory Management Module || Constant Updates

To accomplish the exact requirement of the product in the ETO companies its inventory should be well-equipped and the essential product should always be available. In an organization where every product differs, the required material(s) will be different and the inventory has to be managed accurately as well. 

Odoo’s Inventory Module has many features so that overstocking and understocking issues do not occur. This would also help companies better manage inventory planning and ordering. Good inventory management helps one fulfill all the requirements quickly and efficiently. This, in turn, allows for on-time project / Product Completion. With this, product delivery can be accomplished within the timeframe that was initially estimated, leading to a higher level of customer satisfaction.

Odoo Engineering To Order ERP & Bista Solutions

If you are within the ETO space and thinking about implementing or improving your current business management software solution, 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, with previous ones in 2018, 2016 and 2015. Additionally, we have nearly two decades of experience implementing ERP solutions across various industries. 

So you can rest assured, our team has the credentials necessary to optimize your company’s ETO sequence. We can even tailor the app to best fit your needs. 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 Partner California CA.

Odoo Partner in California

An enterprise resource planning software (i.e. a business management software) can help companies in a plethora of ways. However, one of the most important contributions of an ERP system is that it can streamline and automate processes, creating a leaner, more accurate and efficient operation. Which, in turn, can lead to a successful business. Odoo ERP functions in the same manner. Created as a comprehensive open-source enterprise resource planning software, it features thousands of applications. All of which are created and designed to improve and optimize business processes. However, with countless options to choose from, implementing the correct solutions may not be the easiest of tasks. And implementing all the apps is not only counterintuitive, but also a waste of resources. Fortunately, an Odoo Partner in California is more than equipped to help you find the ideal solution fit for your business’ needs.

Our California Office Address:

39180 Liberty St, #101,
Fremont, CA 94538, USA.

Phone No: +1 (858) 401 2332

E-mail: Sales@bistasolutions.com

Odoo: App for Every Need

Odoo ERP has over 30 enterprise apps (licensed) and over 18,000 Community apps (free and open-source). Whether the company’s goal is to boost sales, integrate services, streamline operations, amplify marketing, manage finances, build a website, or such – an Odoo Partner in California can help. Since Odoo offers apps based on the business department (i.e. marketing or HR), you can rest assured the ERP system you are implementing is well-rounded and tailored to your business’s specific needs and requirements.

In addition to providing companies with modular solutions to optimize operations, Odoo is also known for: 

Complete

  • With thousands of apps to choose from; licensed and free-to-use/customizable, an Odoo partner in California will be able to assist with any issue you are facing and find an appropriate ERP solution.

Affordable

  • Odoo is nearly 5-10 times less expensive than comparable, alternative ERP solutions on the market.

Scalable

  • Whether you are a small business or a mid-size enterprise, Odoo works for all company sizes. In order to scale, you simply add users/modules every time you need the ERP software to match your company’s growth.

Customizable

  • An Odoo Partner in California will have experienced developers on their team, making it a breeze to tailor an Odoo app to best fit your business needs.

User-Friendly

  • Odoo features an intuitive UI for both basic and advanced users.

Odoo ERP Services

While the services far exceed the following, an Odoo Partner in California will provide you with the services listed below as the bare minimum:

Odoo Consultation

  • This is where the Odoo Partner in California will take a call with you, or even visit your company on-site in order to assess the situation, identify any gaps in the business and have a conversation with you to understand your needs and pain points. After which, the ERP implementation team will design solutions that will help you achieve, and exceed, your business goals.

Odoo Implementation

  • Upon the consultation, the Odoo Partner in California will lay out the timeline among all the other necessary details surrounding the implementation of the Odoo ERP.

Odoo Customization

  • With Odoo being open-sourced, the Odoo Partner in California will do their best to customize the necessary apps and tailor them to your business needs. The goal of the customization is to turn any app into your business’ dream software.

Odoo Integration

  • If you are currently using different software to manage your business systems, an Odoo Partner in California can easily integrate it with the Odoo ERP.

Odoo Support

  • Any Odoo Partner in California should be able to provide you with 24/7 support after the implementation. Issues are unpredictable, but adequate support is a necessity.

In addition to what any Odoo Partner in California should be expected to provide you, how can you ensure that they are the ideal fit for your company?

Consider how long the Odoo Partner in California has been in the industry, how many successful implementations they have had, what are their accomplishments, and so forth. Additionally, check to see whether this partner has had experience with similar issues in the past and whether they have the necessary resources, knowledge, and team (i.e. developers) available to help rectify this issue. Another great way to gauge this is by checking the partner’s client’s testimonials/case studies to see if their claims match up. Lastly, and most importantly, take a look at their presence. Ensuring your Odoo Partner in California, or elsewhere, is capable of meeting you on-site during the process, as well as being able to provide you with support and aid off-shore is key to a successful implementation.

Why is Bista the Right Odoo Partner in California

There are many reasons as to why Bista Solutions is the ideal partner for your Odoo needs in California and across the United States. In addition to having been around for nearly two decades, and completing over 250 successful Odoo ERP implementations, the Bista team is a certified Odoo Gold Partner and a four-time winner of the Odoo Best Partner award – with the latest win in 2022.

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

Furthermore, we have over 200 developers on and off-shore and have the ability to provide support 24/7 during and after the implementation. We not only implement the software but also hold your hand until the support and migration services have been completed. Additionally, we have a dedicated 24×7 support center to help our clients whenever they need us. Rest assured, with Bista Solutions, your company will be fully supported.

Whether you want to learn more about Odoo, or you wish to implement it, reach out to our team of Odoo experts via our contact us form

Odoo Partner Atlanta GA USA

Best Odoo Partner in Atlanta

Sometimes, the need to implement ERP software is evident. Other times, the problem isn’t so clear even when there are signs indicating otherwise. This could include your company not having any real-time data, or being forced to manually enter your data. It could also involve dissatisfied customers or favoring technology over results. The simple truth is, there are countless signs that companies often miss because they are too focused on other aspects of the business. Fortunately, an Odoo Partner in Atlanta would be able to shine a spotlight on said problems and help you with a solution.

Our Georgia Office Address:-

3295 River Exchange Drive, Suite 150,
Norcross, GA 30092, USA.
Phone No: +1 (858) 401 2332
E-mail: Sales@bistasolutions.com

Why Choose Odoo

Business management software is crucial to managing one’s business operations. Good management leads to better operations which ultimately leads to business success. With Odoo being the world’s most popular ERP software and providing users with an open-source application suite for their business needs – there is no greater alternative. In fact, Odoo has over 30 enterprise apps on Odoo (licensed) and over 18,000 Community apps (free and open-source). Whether the goal is to boost your sales, integrate services, streamline operations, manage finances, amplify marketing, build a website, or anything of that nature – Odoo has you covered. In fact, Odoo offers apps based on the business department (i.e. marketing or HR) as well.

Odoo allows you to avoid the difficulties of multiple disparate software and instead have one connected & efficient system. Additional reasons to choose Odoo:

Complete

    • There are literally thousands of apps to choose from; licensed and free-to-use/customize. So whatever solution your Odoo Partner in Atlanta (and you) are looking for, you are sure to find with Odoo ERP.

Affordable

    • Odoo is nearly 5-10 times less expensive than comparable, alternative ERP solutions on the market.

Scalable

    • Whether you are a small business or a mid-size enterprise, Odoo works for all company sizes. Scaling your business is a breeze when all you need to do is simply add users/modules every time you need the ERP software to grow alongside your company.

Customizable

    • Your Odoo Partner in Atlanta will have experienced developers on their team, making it super easy to tailor an Odoo app to best fit your business needs.

User-Friendly

    • Odoo has an intuitive UI for both basic and advanced users.

Traits of a Best Odoo Partner in Atlanta

Experienced Consulting

  • Consider how long the Odoo partner in Atlanta has been in the industry, how many successful implementations have they have had, what are their accomplishments, and so forth.

Subject Matter Expertise

  • The question is whether the Odoo partner in Atlanta has the experience on the issue at hand. If you need to update the accounting system or include a manufacturing module, or anything related to that – does the partner have the knowledge as well as the resources to make it happen?

Technical Expertise

  • Inquire whether the Odoo partner has developers on hand who can implement the ERP with ease. This includes knowing how to configure apps, customize apps, develop apps, and of course be able to support you after the implementation is complete.

Industry Expertise

  • The best way to see if a partner is the right fit is by looking at their client testimonials and case studies within your industry. If they have the resources to back up their claims, then odds are that they will be able to meet your requirements.

Presence

  • Implementations are not a small job, nor do they begin and end swiftly. Ensuring your Odoo partner in Atlanta, or elsewhere, is capable of meeting you on-site during the process, as well as being able to provide you with support and aid off-shore is key to a successful implementation.

Why is Bista the Right Odoo Partner in Atlanta?

Bista Solutions has nearly two decades of experience and over 250+ successful Odoo implementations across various industries. Additionally, the Bista team is a certified Odoo Gold Partner and a four-time winner of the Odoo Best Partner award – with the latest win in 2021.

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

Furthermore, we have over 200 developers on and off-shore and have the ability to provide support 24/7 during and after the implementation. We not only implement the software, but also handhold you till the support & migration services have been completed. Additionally, customer service is our utmost priority; we have a dedicated 24×7 support center to help our clients whenever they need us. With testimonials and case studies to back up our claims, you can rest assured that our team will have you completely covered.

Whether you want to learn more about Odoo, or you wish to implement it, reach out to our team of Odoo experts via our contact us form

Odoo Partner Georgia USA

Odoo Partner in Georgia

Enterprise resource planning (ERP) software has a multitude of benefits for businesses across all verticals. From streamlining workflows to accurate financial planning to optimized processes to better insight and so much more. An example of this type of system would be the Odoo ERP which combines a suite of business management software tools that can be used company-wide. Whether you are a small company, mid-size or large enterprise, Odoo has apps that will help improve or upgrade your current systems. The best way to get this process started is via an Odoo Partner in Georgia.

Our Georgia Office Address:

3295 River Exchange Drive, Suite 150,         
Norcross, GA 30092,
USA.
Phone No: +1 (858) 401 2332

E-mail: Sales@bistasolutions.com

Odoo Community & Odoo Enterprise

Odoo ERP has over 30 enterprise apps (licensed) and over 18,000 Community apps (free and open-source). While some apps are paid, there are thousands that are free to use. The best part about the price (or lack thereof) is that free apps are open-sourced. This means that with an experienced developer, you can tailor the apps to fit your company’s needs and requirements.

Additionally, these apps help companies boost sales, integrate services or platforms onto Odoo, streamline operations, manage finances, amplify marketing, and build a website, among many other things. Apps are also segregated by company departments in order to ease the search. For example, Human Resources apps include apps created to facilitate recruitment, manage employees’ work hours, and whatnot.

It is worth noting that while there are a plethora of apps to choose from, only a subject-matter expert will be able to assess your company’s structure and gaps in order to match you with the most optimal solution. Just because there are thousands of apps available does not mean all of them will serve your interest. Accredited Odoo partners in Georgia will have the knowledge and experience to recommend ideal implementations for your company. Not only will the team assess your business’s pain points, but they will also offer cost-effective and modular solutions to optimize operations.

Why Choose Odoo ERP?

There are many reasons beyond the aforementioned ones to choose Odoo. However, if we were to really narrow it down to the best reasons, they include:

Complete

With thousands of apps to choose from; licensed and free-to-use/customizable, an Odoo Partner in Georgia will be able to assist with any issue you are facing and find an appropriate ERP solution.

Affordable

Odoo is nearly 5-10 times less expensive than comparable, alternative ERP solutions on the market.

Scalable

Odoo works for all company sizes and scalability is easy. Simply add users/modules every time you need the ERP software to match your company’s growth.

Customizable

All you need is a developer to tailor an Odoo app to best fit your business needs.

User-Friendly

Intuitive UI for both basic and advanced users.

Characteristics of an Ideal Odoo Partner in Georgia

With Odoo and its benefits established, how do you go about picking the right Odoo Partner in Georgia or across the USA? Fortunately, Odoo ERP has a page dedicated to its certified partners across the globe. If you are in the United States (i.e. Georgia), you would want to pick an Odoo partner from that region – ideally from North America. This way, they know the market in which you operate. Next, check to see their ranking and how many projects they have taken on that Odoo knows about (i.e. their reference list). The Odoo Partners in Georgia or elsewhere that you select should be in the top tier. This essentially means that these partners have proven themselves to know the Odoo ERP system inside and out, as well as have enough experience implementing it across various industries.

Some other characteristics to look out for in an Odoo Partner in Georgia (or elsewhere) include:

Experienced Consulting

It is important to note how long the Odoo partner in Georgia has been in the industry, how many successful implementations have they had, what are their accomplishments, what their past clients say, etc. Ask the right questions to avoid problems down the line.

Subject Matter Expertise

Does the Odoo Partner in Georgia have experience with the issue at hand? Does the partner have the knowledge and resources to solve your problem? Have they worked with accounting modules, do they have clients within the manufacturing industry, etc. Look at their reference list and see if they’ve solved similar problems in the past.

Technical Expertise

Does the Odoo Partner in Georgia have developers on hand who can implement the ERP with ease? This includes knowing how to configure apps, customize apps, and develop apps as well as being able to support you during and after the implementation.

Industry Expertise

The best way to see if a partner is the right fit is by looking at their client testimonials and case studies within your industry. If they have the resources to back up their claims, then chances are that they will be able to meet your requirements.

Presence

Implementations are not a small job, nor do they start and end quickly. Ensuring your Odoo Partner in Georgia is capable of meeting you on-site during the process, as well as being able to provide you with support around the clock, whether on-shore or off-shore, is key to a successful implementation.

Why is Bista the Right Odoo Partner in Georgia

Beyond winning the Odoo Best Partner award four times, with the fourth being for the year 2021 – Bista Solutions has over 200 cost-efficient developers on and off-shore to help you around the clock. Implementing ERPs for nearly two decades, and having over 250 successful Odoo implementations under our belts,  Bista Solutions is the ideal partner for your Odoo needs in Georgia and across the United States. Additionally, we have client testimonials/case studies to back up our claims so you can rest assured that we have you fully covered.

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

Whether you want to learn more about Odoo, or you wish to implement it, reach out to our team of Odoo experts via our contact us form.

Odoo Metal ERP

Odoo Metal ERP: Transforming the Metal Industry

In the dynamic world of the metal industry, a seamless and integrated solution is essential to meet complex requirements and conquer unique challenges. Our Odoo Metal ERP offers all that in a  comprehensive suite of business management tools tailored for your specific metal business. Let’s dive into how Odoo Metal ERP can revolutionize operations in your industry:

What Our Odoo Metal ERP Software Offers?

  • Production Analytics: With Odoo ERP, you can closely monitor and control your production cycle to ensure efficient and timely order fulfillment. Production Analytics Reports provide an aggregated view of your production status, helping metal manufacturers make informed decisions.
  • Item Variants: Metal businesses frequently deal with a wide range of product permutations, such as different finishes or lengths. Odoo Metal ERP allows you to manage these variations through Item Variants, where the primary item is stored as a template, and each variation is stored as an item variant.
  • Multi-Level Bill of Material (BOM) Management: Odoo offers robust BOM management capabilities for metal fabrication. Whether your BOMs have operations or not, and whether they are single-level or multi-level, Odoo streamlines the creation and management of BOMs for your metal products.
  • Shop Floor Management: For metal fabrication businesses, efficient shop floor management is crucial. Odoo’s Shop Floor Management module includes features like Job Cards, Operations, and Workstations, allowing real-time monitoring of activities on the shop floor.
  • Material Resource Planning (MRP): Odoo simplifies material procurement and production planning for metal products when dealing with numerous variants. The MRP functionality in Odoo helps you track material consumption and optimize resource utilization.
  • Subcontracting: Metal fabrication often involves outsourcing specific processes. Odoo’s Subcontracting feature allows you to easily manage outsourced activities, such as drawing or packaging, by supplying raw materials to third-party distributors or suppliers and tracking all related activities.
  • Capacity Planning: Optimize your workstations and eliminate production bottlenecks with Capacity Planning in Odoo. You can maintain and manage planning schedules for a predefined period, ensuring efficient resource allocation.
  • Batched Inventory: Odoo supports the management of batched inventory, which is particularly useful for metal businesses producing products in batches. You can track manufacturing and expiration dates, scan item barcodes, and make data-driven decisions for batched stock.
  • Multiple Units of Measurement: Odoo allows you to manage various units of measurement for your inventory and set up conversion factors in the Item master. This ensures smooth sales, purchases, and stock transactions, with all conversions handled seamlessly.
  • Supplier Portal: Odoo offers a Supplier Portal, enabling effective communication and collaboration with suppliers. Suppliers can submit requests for quotations, access ongoing purchase orders and receipts, and raise purchase invoices for fulfilled orders. This feature streamlines the procurement process.
  • Stock Replenishment: Prevent stockouts by setting reorder levels in Odoo. When stock levels fall below the reorder point, Odoo automatically generates material requests, ensuring timely inventory replenishment and reducing the risk of stock exhaustion.
  • On-The-Fly Customizations: Customize your Odoo ERP system to match your specific metal manufacturing needs without coding. You can add custom fields, adjust form behavior, and create custom print formats to adapt the system to your requirements.
  • Multilingual Support: Odoo supports over 100 languages, making it accessible and user-friendly for metal businesses operating globally or with multilingual workforces. This multilingual support fosters inclusivity and ease of use.
  • Self-Onboarding & Empowerment:  Odoo provides comprehensive documentation and video tutorials for self-onboarding, enabling a smooth and rapid implementation process. This DIY approach empowers organizations to achieve manufacturing excellence with Odoo ERP. 
Talk To Us

Answer To Key Challenges by Odoo Metal ERP Solution

  • Price Volatility –  Odoo’s Inventory and Procurement modules optimize stock levels to manage volatile metal prices (e.g., steel, aluminum, copper). Additionally, the financial module aids in cost tracking and financial planning.
  • Global Competition –  Odoo can support quality control and traceability, ensuring that products meet international standards and its adaptability helps you quickly adapt to changing market demands and customer preferences.
  • Resource Scarcity – With Odoo’s Inventory Management, you can smartly optimize your raw materials, cut down on waste, and make your resources last longer. Plus, it lets you explore alternative materials and handle your supply chain more efficiently to deal with resource shortages.
  • Energy Costs – Odoo comes with handy cost management tools to keep an eye on how much energy you’re using and spot areas where you can do better. You can also use Odoo Metal ERP to easily bring in energy-efficient tech and practices to make your operations more eco-friendly.
  • Supply Chain Disruptions – Odoo’s real-time inventory tracking and demand forecasting help businesses respond to disruptions effectively. The Supplier Portal in Odoo Metal ERP can foster improved supplier engagement and base diversification.
  • Technological Advancements – Odoo serves as a robust platform for businesses to seamlessly integrate and adopt advanced technologies. It  facilitates the development of custom modules and third-party integrations, empowering companies to stay at the forefront of technological advancements
  • Safety Concerns – Odoo’s here to help boost safety at work. It can track and enhance safety measures and guidelines. Plus, with its documentation and training modules, employees can get a handle on safety procedures and stay in the know.
  • Quality Control –  Odoo’s Quality Control module allows businesses to maintain consistent product quality by setting quality standards, conducting inspections, and managing non-conformities.
  • Changing Customer Demands- With Odoo’s CRM and sales modules, you can tap into insights about customer preferences and market trends, making it easy to stay on top of customer needs.
  • Recycling and Circular Economy- Odoo easily facilitates recycling and incorporates recycled materials, with its sustainability features supporting eco-friendly practices.
  • Health and Safety Regulations – Odoo’s compliance management helps businesses document safety policies, manage training, and report incidents, ensuring you’re always on top of your safety game.
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Why Choose Odoo for the Metal Industry?

  • Seamlessly Adapts to Unique Metal Processes
  • Comprehensive App Integration for End-to-End Support
  • Simplified Quality Control Reporting
  • Real-Time Insights for Informed Restocking
  •  Customized Accounting for Precise Cost Allocation
  • Dynamic Pricing to Stay Current
  • Real-Time Business Intelligence
  • Cost-Effective Solutions for All Sizes

Odoo Metal ERP

Trusted ERP Partner: Bista Solutions

  •  200+ Successful custom App development
  •  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

Unlock Enhanced Efficiency and Success in the Metal Industry with Odoo Metal ERP and Bista Solutions as Your Trusted Partners. Contact Us Today!

Odoo Metal Fabrication ERP

Odoo ERP for the Metal Fabrication Industry
As one of the biggest industries around the globe, the metal fabrication industry undergoes an extensive process when it comes to manufacturing metals and ensuring its usability for various other sub-industries. In fact, the steps (and sub-steps) consist of casting, chipping, extrusion, forging, welding and much more in order to achieve the final product result. Needless to say, the execution must be done perfectly. As such, it only makes sense to implement the correct business management solution to increase both the efficiency and productivity of the company within such an industry. We have decades of experience with metal fabrication ERP implementation. We implement Odoo metal fabrication ERP for various companies in metal industry, some of them are listed at the bottom of the page with link to customer testimonials.

What is Odoo?

Odoo is an enterprise resource planning system that combines a suite of business management software tools. Known for its cost-effective and modular solutions, Odoo has a wide array of applications (apps) that can be implemented to improve business processes across the company. Essentially each app helps companies across all verticals with a specific part 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. Apps are also segregated by company departments in order to ease the search (i.e. Human Resources apps include apps created to facilitate recruitment, to manage employees work hours, and such).

There are 30 Odoo enterprise apps (licensed) and over 18,000 Odoo Community apps (free and open-source). With the majority of its apps being open-sources, developers can easily tweak them in order to tailor them to a specific company. This means, with Odoo, you don’t have to change your company to fit an ERP – instead, Odoo works around your company’s needs and requirements. Furthermore, with countless integrations available, no matter what other platform you may be using to meet your business needs, the platform can be seamlessly integrated into Odoo.

There is very little Odoo cannot achieve, and with the Odoo 15 version recently released, the possibilities of improvement upon the implementation of Odoo are endless.

This brings us to how Odoo ERP can benefit companies within the metal fabrication industry.

Metal Fabrication Industry

Benefits of Odoo ERP for Metal Fabrication Industry

  • Precise and Accurate Product Configuration

The configurator app in Odoo ERP is capable of designing a product as per parameters and features given by the client. The product configurator reduces recursive errors and can shape up the products with minute details. Additionally, the product configurator is able to optimize the manufacturing process and simplify the complexity in model designing. This will automatically reside the manufacturing time, and the client will be able to receive their ideal product with the accurate design in less time.

  • Automation of Business-Process Operations

Odoo ERP can manage and reuse the database of the client within the same company. As such, any information that has been recorded in the client database can be used by other integrated apps. In fact, Odoo ERP is proficient in managing various processes within the metal fabrication industry. For example, end-to-end processes, which begin from the purchase of raw materials and end at the sales process of the finished metal sheets can be automated by Odoo.

  • Effective Inventory Management

A crucial component within the metal fabrication industry is inventory management. In addition to providing the required components of the product at any time, this department must make use of the inventory in order to maximize the productivity and profitability of the company.

Odoo ERP has effective functionalities to streamline different inventory management operations. If the company is huge, odds are that the quantity of the raw materials used within said company must also be huge. Odoo’s Inventory Management App helps avoid unnecessary accumulation of raw material dead stock. It can also analyze the demand when needed and as such, the department can plan procurement for further use.

  • Seamless Accounting and Finance Management

Odoo ERP allows data sharing with core business apps. This means that if, for example, within any business department, a change has been made in terms of purchasing production or inventory, Odoo’s finance app will automatically capture those changes and record them. Account Payable (AP) and Account Receivable (AR) information is also recorded as it is necessary to track customer payments, invoices and cash flow.

Odoo’s automated AP and AR processes in the finance app can effectively manage payments in a seamless manner. With it implemented, your company will never be late to make a payment. Instead, the company can reap its benefits via a quick collection of receivable payments.

Some other features of Odoo’s finance app help boost your company’s productivity. With accounting being transparent on the Odoo system, financial monitoring is a breeze. Additionally automated data entries reduce the chances of human error in both accounting and finance. As such, this app basically helps the company with risk management.

  • Quality Checks

With the metal fabrication industry, the company needs to ensure correct quality check environments in order to meet the expectation of the final manufactured product. This will involve testing the quality of product at various stages while the product is being manufactured. If there is a problem en route, the issue can be analyzed and corrective action can be taken. Quality awareness directly improves the product quality which can ensure clientele satisfaction. That’s where Odoo’s Quality Control app comes in play. Not only does it help with monitoring and double-checking, it can also help a company manage their product quality control.

Bista Solutions | Trusted ERP Partner

If you want more information on the Odoo ERP, or want to see a demo on how Odoo can help your company within the metal fabrication industry – look no further than Bista Solutions.

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 you can rest assured, our team has the knowledge, experience and expertise to help you reach your goals.

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

Engineer To Order ERP

Engineer To Order (ETO) ERP

Engineering to order is a type of manufacturing where the product is designed, engineered, and produced after the order is received. With ETO a manufacturer can meet the exact specifications of their customer. Engineering To Order ERP is designed to solve the problems faced by companies in the ETO manufacturing environment. ETO companies need ETO ERP to support their unique manufacturing processes such as scheduling, vendor management, resource allocation, inventory management, CRM, financial management estimations & production.

Also, ETO ERP helps companies to support their processes in regard to resource planning, product design, cost allocation, material allocating, communication & customer interactions. With the right Engineering To order, ERP solution companies gain real-time insight into daily bases operations processes.

If you are running an Engineering to order company, you know how hard, problematic, and expensive delays can be. Bista Solutions Engineering to Order ERP provides real-time insight to ETO manufacturers to streamline the Quote-to-invoice process, Order-to-sale, improve operational functionality, & manage financial costing. Our Engineer order ERP maximizes return on investment by:

  • Increase sales by increasing the sales-win ratio
  • Lower operational cost
  • Simpler and precise Quotations
  • Increased resource productivity
  • Hardly any Errors
  • Reduced engineering time
  • Better product design and optimization
  • Better communication with clients
  • No delay
  • Increased profitability

Bista Solutions Engineer-To-Order ERP

Some of the benefits offered by Bista Solutions:

  • Improve Product Design: Bista Solutions Engineering To Order ERP solutions provides a platform to connect manufacturers & customers electronically, so they can constantly share product design till finalized.
  • Configure Price Quotes: Our ETO ERP offers an import and export of multi-level bills of materials from and to the design model. Bill of material application helps manufacturers to control over development & re-visioning of the product.
  • Streamline Purchases & Control Inventory: Ensure easy and fast communication of purchases from suppliers across the globe with our purchase order functionality. Our MRP application enables manufacturers to calculate what they need, and when they need it, taking in consideration the supply and demand, lead times, current inventory levels & order policies.
  • Accelerate Production Schedules: With our MES and Work-in-progress app you can maintain accurate material in progress, capture costing, and tracking of time, & overheads consumed in production.

Odoo Engineer To Order ERP

Bista Solutions is an ERP consulting company with more than 2 decades of industry expertise. If you are looking for an ERP implementation, contact us by filling out the form.

Odoo SOX Compliance ERP

Odoo SOX Compliance

 

What is SOX Compliance?

The Sarbanes-Oxley Act of 2002 was passed by U.S. lawmakers to reinforce honesty and transparency within corporate practices – designed to protect investors, essentially. This was done in the midst of various public accounting scandals and corporate failures of the past. While this act affects companies within the USA, specifically companies that operate in the capital public market. Non-public entities, however, are also finding bankers, investors and the lot expecting increased transparency and real-time disclosures. Even though non-public entities are not legally bound by this law.

SOX Compliance, since its birth, has mandated a number of reforms to enhance corporate responsibility, combat corporate and accounting fraud as well as enhance financial disclosures. And while there is no software application certification provided under the Act, there are

Controls & Processes under SOX Compliance

There are a number of obligations a public company (and even private ones) should adhere to. Although, as mentioned above, only the public companies are held accountable. Essentially, all public companies are obligated to provide accurate proof of their financial reporting.

  1. Companies should ensure that they are keeping their data secure and free of any kind of tampering.
  2. Companies should ensure that they are logging and tracking all their information, any security breaches of their information/system and any processes they have in place to ensure that lessons are learnt from any issues that they have.
  3. Companies should have logs made of everything. These logs should be secure and protected against anything; such as unauthorized individuals accessing them, accidental removal, deletion, amendment, and whatnot. Additionally, they should be readily available for auditing if and when required.
  4. Companies need to prove their compliance for the past 3 months (90 days), and as such should have the necessary information to do so.

What does SOX Compliance for a business mean?

SOX compliance for a business means that when a SOX audit comes around, the company will need to prove its compliance where necessary. Usually the IT department in a company handles this by providing the required documentation such as logging, access controls, change controls, and more. This information basically confirms that the company has met financial transparency and data security controls requirements.

As aforementioned, SOX was created to protect investors by decreasing potential fraud. The reason why a public company would want to meet SOX compliance is to avoid government penalties. There are multiple steps that go into this type of compliance, including security, IT responsibility, contractual agreements, signing officers, and much more.

When it comes to SOX and ERP, the important titles would be 302, 401, 404, 409, 802, 902, and 906. Let’s quickly go over what each title does as quoted per the Sarbanes-Oxley 101 website.

SOX 302: Corporate Responsibility for Financial Reports

In this title, the CEO and CFO are directly responsible for the accuracy, documentation and submission of all financial reports as well as the internal control structure to the SEC.

SOX 401: Disclosure for Periodic Reports

This title deals with financial statements and their requirement to be accurate and presented in a manner that does not contain incorrect statements or admit to state material information. These statements would also include all material off-balance sheet liabilities, obligations, and transactions.

SOX 404: Management Assessment of Internal Controls

This title states that all annual financial reports must include an Internal Control Report stating that management is responsible for an “adequate” internal control structure, and an assessment by management of the effectiveness of the control structure. Any shortcomings in these controls must also be reported. In addition, registered external auditors must attest to the accuracy of the company management assertion that internal accounting controls are in place, operational and effective.

SOX 409: Real Time Issuer Disclosures

This title requires companies to disclose on an almost real-time basis information concerning material changes in its financial condition or operations.

SOX 802: Criminal Penalties for Altering Documents

This title imposes penalties of up to 20 years imprisonment for altering, destroying, mutilating, concealing, falsifying records, documents or tangible objects with the intent to obstruct, impede or influence a legal investigation. This section also imposes penalties of up to 10 years on any accountant, auditor or other who knowingly and wilfully violates the requirements of maintenance of all audit or review papers for a period of 5 years.

SOX 902: Attempts & Conspiracies to Commit Fraud Offenses

This title discusses white-collar crime penalty “enhancements”.

SOX 906: Corporate Responsibility for Financial Reports

This title addresses criminal penalties for certifying a misleading or fraudulent financial report. Here, penalties can be upwards of $5 million in fines and 20 years in prison.

Ideally, your business management software (i.e. ERP software) should be able to accommodate all these compliance requirements – because they are particular, and the fines are hefty.

SOX Compliance and Odoo

So let’s talk about the best ERP software that can get this job done. Odoo ERP.

Odoo (On-Demand Open Object) is an enterprise resource planning system that combines a suite of business management software tools. Known for its cost-effective and modular solutions, Odoo has a wide array of applications (apps) that can be implemented to improve business processes across the company.

There are 30 Odoo enterprise apps (licensed) and over 18,000 Odoo Community apps (free and open-source). With the majority of its apps being open-sources, developers can easily tweak them in order to tailor them to a specific company. This means, with Odoo, you don’t have to change your company to fit an ERP – instead, Odoo works around your company’s needs and requirements.

Furthermore, with countless integrations available, no matter what other platform you may be using to meet your business needs, the platform can be seamlessly integrated into Odoo. Additionally, Odoo can be customized to fit your company’s as well as industry’s and government requirements’ needs. This means that if you need compliance (such as SOX compliance), Odoo is the perfect ERP solution for that.

There is very little Odoo cannot achieve, and with the Odoo 15 version recently released, the possibilities of improvement upon the implementation of Odoo are endless.

SOX Compliance and Bista Solutions

If you want more information on Odoo ERP, or want to see a demo on how Odoo can help your company achieve SOX compliance – look no further than Bista Solutions.

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 you can rest assured, our team has the knowledge, experience and expertise to help you reach your goals.

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