Taxes are an integral part of a business’ finance and compliance needs. Imprecise taxing can cost companies millions of dollars. This is why, most fast-growing businesses today realise the value of a robust software that allows them to fulfill their taxing needs. Bringing together ERP systems like Odoo and tax compliance systems like SureTax can help boost productivity and ease taxing processes manifold. Odoo and SureTax integration is provides end-to-end tax solution.
The SureTax platform delivers the tax solutions and through one platform with a seamless workflow. Equipped with various modules for different needs, SureTax is a tool that manages and maintains all your tax requirements. While Odoo allows you automate your business processes, CCH SureTax acts as the sales tax software that provides end-to-end sales and use tax automation. Industries like construction, manufacturing, wholesale distribution, professional services, food & beverage, eCommerce, and telecommunications – are the key industries that need strong systems and integrations that can help them reduce the risk from tax audits and lower their tax liabilities.
We at Bista Solutions, have developed a module to seamlessly integrate your Odoo ERP with the Suretax platform. Our Odoo and SureTax integration offers the combined power of Odoo ERP and CCH SureTax to bring forth an end-to-end sales tax solution. With this platform businesses can leverage integrated tools to for all their sales tax compliance needs.
How can the Odoo and SureTax integration help?
Integrating Odoo and SureTax can help you link your ERP to your taxing system and automate your tax calculations. You can reduce manual effort by automating tax return filling and easily send tax data from Odoo ERP to SureTax.
Here’s what our Odoo and SureTax integration can do for you:
Strengthen finance system – The CCH’s SureTax and Odoo integration can strengthen the business’ accounts department and finance system to seamlessly apply rules and tax data.
Transmit tax information from Odoo – Finance teams can easily transmit tax results to Odoo ERP with accounts payable and receivable projects, general ledger and quote-to-sale-to-cash systems.
End-to-end sales tax solution – It can help businesses calculate, determine rates, and file sales tax returns. Be it sales orders, invoices, sales quotes, accounts payable, or return orders, Odoo and SureTax integration can automate tax calculations for all your major workflows.
SureTax modules and how we can integrate them with Odoo
The depth and breadth of CCH SureTax’s data content makes it a preferred solution for organizations doing business in industries with complex indirect tax requirements. Integrating Odoo ERP with SureTax modules can help these industries fulfill their intricate tax liabilities. Here are the key modules our integration supports:
CCH SureTax Calculation – We can integrate this feature of SureTax so that you can easily
calculate sales and use tax for your transactions. The jurisdictions for this calculation range across US and Canada. Configurable to support complicated scenarios, tax requirements and tax holidays with ease.
CCH SureTax Rates & Rules– The Odoo and SureTax integration also enables you to determine rules, tax rates, and jurisdictional boundaries. Using robust sales tax data from Wolters Kluwer researches, you can easily calculate tax calculations.
CCH SureTax Returns – This module allows you to meet sales tax compliance obligations accurately and efficiently according to your monthly sales and calendar. With our Odoo integration with this module, you can easily automate your monthly return filling process. Businesses can select the date they want tax returns to be filed electronically andOdoo and SureTax will automatically do it for you.
If you are looking for unique solutions to your finance needs reach out to us and we will give you a free consultation session suggesting how you can best digitize your business needs.
Manufacturing Execution Systems (MES) can help manufacturers manage their products and resources, schedule and collect data, analyze performance and audit data. For smooth functioning of these processes and increased efficiencies, information exchange between the manufacturing floor and ERP systems like Odoo is one of the most crucial steps for manufactures. For instance, integrating MES with Odoo ERP can help businesses maintain orders to the warehouse through data feeding and order management systems.
Standard MES modules can provide well-defined operations management. This includes quality validation, real-time production order management, and key performance indicators (KPIs) for manufacturing.
Efficient communication between the two through IIOT and connected factory devices can usher new levels of efficiency. This data and process integration can be easily built through integrations between MES solutions and Odoo ERP.
Recent statistics like Gartner’s 2019 MES Magic Quadrant have also testified that IIoT platforms will be at the forefront of the disruptive process where MES is concerned. The global MES market is estimated to be 11.9 billion in 2020 and is projected to reach 14.9 billion by 2025.
Why you need to integrate MES with Odoo ERP?
Integration of MES with Odoo ERP can help you bring together your shop floor’s functionalities and interface with your ERP system. Since ERP systems like Odoo contain inventory and customer information, MES can determine how to build on those demands. This can ultimately help increase flexibility and operational efficiency and make your business resilient as customer demands change.
Odoo ERP and MES integration options
Machine level
Machine Metrics is an Industrial IOT Platform especially designed for the manufacturing industry. It helps you collect, connect & visualize data from any piece of equipment on the shop floor. You can also easily make data-driven decisions through the insights offered by this platform. It helps you diagnose and predict problems in real-time. With Machine metrics, you can easily optimize processes by sending notifications to the right person at the right time.
With features like production monitoring, condition monitoring, predictive maintenance, and process optimization, Machine Metrics is a robust REST API that can be integrated with your Odoo ERP.
Lynq MES is an MES software with applications across various industries. It helps with effective scheduling of resources with interactive job lists, real-time data collection, and employees and equipment tracking. This software connects to 140 most common PLCs and devices and provides automatic data capture from your machines and other devices. It also allows you to conduct robust production planning, equipment performance, performance analysis and alerts.
Low level
Tango controls – This is an open-source device-oriented controls toolkit for controlling any hardware or software and building SCADA systems. This software provides two-way commands to machines, giving more flexibility and scalability.
Rapid Scada – Is an open-source industrial automation platform which is ideal for custom-built solutions and also supports Modbus.
Odoo and hardware integration options
Odoo allows you to connect your external devices to your Odoo database. Odoo
IoT box allows your devices to communicate with your Odoo system. This device can be connected through serial ports, WiFi, Bluetooth, HDMI, USB and more. This eliminates the need for manual quality controls and connectivity issues. Some of the devices that you can easily connect with your Odoo ERP are:
Cameras – USB webcams or cameras are compatible out of the box.
HID Devices – Every USB keyboard or footswitch is compatible out of the box
Printers- Printers connected through USB or network are also compatible out of the box.
Measurement Tools (Bluetooth, WiFi, HDMI, USB)- The Odoo IoT Box supports many measurement tools with various connection standards. These measurement tools can range between gauge feelers, calipers, depth gages, etc.
How Bista can help
Working with manufacturing companies is one of our core strengths. We follow an agile method to understand your needs and provide solutions that can help you gain visibility into your manufacturing processes.
We prepare a robust gap analysis to understand your existing processes, resource, and project plans.
We outline a new system architecture for you and discuss timelines.
We also understand and map your shop floor units and inventory locations to capture all properties that will be involved in the project.
We tailor and implement the ERPhardware and software to align with the MES application and do thorough validation in a test environment.
We provide robust training and go-live with the integration of your MES application with Odoo system.
After integration with the external systems, we also monitor the behavior of the new MES system and fix any potential issues.
If you are looking for the right partners to integrate your Odoo ERP with your MES system, we can help you develop a strong roadmap for your manufacturing business.
Outsourcing your technical requirements is one of the most crucial steps for an organization. It’s the synergies of the two companies that will ultimately come together and shape your business processes. However, picking the right partner for your business has many aspects to it. When it comes to Odoo, an overwhelming number of partners may pop up aftoer your Google search. In such cases, choosing the right Odoo partner becomes even more complicated.
The most potent foundation stone of a successful software implementation is evaluating various partners and picking one that aligns best with your business. Here are some key points that will help differentiate one partner from the other.
Understanding your business: The first step to a robust software implementation is conducting an in-depth business analysis. This evaluation of business processes and requirements can only be accurate if your Odoo partner understands your industry. Hence, the first step is to check if the partner in consideration has prior experience in your business vertical.
Level of partnership- Gold, Silver, or Ready: Odoo partners are trained, dedicated companies that officially collaborate with Odoo to deliver services in their region. This team of fully trained developers is an expert in Odoo. They are categorized by a transparent ranking system based on the number of customer references. The higher the references, the better the ranking. It is essential to make sure that the partner is an Odoo Gold Partner.
Locally located: The key to building a responsive outsourced ERP team is to have geographically local partners. This ensures a faster turnaround time and speedy response to issues. Geographical proximity also comes into play when your partners need to understand your country/state’s compliance needs.
Cost-Effective: IT implementations can be a huge cost for many businesses. The combination of efficiency and cost-effectiveness is what accounts for an ideal Odoo partner. Therefore, it is best to get quotes from various partners and pick one that provides the most in the least amount.
Strategic software development model: Staying ahead of the curve means adopting a strategic approach toward your ERP implementation. It would be best to turn towards Odoo partners, who follow an agile approach to their development methods. These not only provide quick results but also thrive in a highly collaborative environment. Since collaboration is an indispensable part of third-party software implementation, the agile methodology allows the outsourced Odoo partner to act as an extension of your business.
Understands the importance of data security: Data security plays a pivotal role in businesses that deal with extremely confidential data. Odoo partners must understand how to store and collect this data.
Support and training: Your ideal Odoo partner should be one who handholds you throughout the journey even after going live. They should support you with version upgrades, support, and migration services.
Why is Bista the right Odoo partner?
A fair balance of evaluation and expertise is what builds toward a successful ERP implementation. We have worked for over a decade with 250+ clients across industries to implement and integrate Odoo for them. We use agile methodology to provide a consolidated service throughout the various phases of the development of an enterprise solution.
We are official Odoo Gold Partners in North America (United States and Canada) and we have been Odoo partners for over a decade. We are also proud winners of Odoo Best Partner ( North America) for 2024, 2023, 2022, 2021, 2018, 2016 & 2015.
Best Odoo Partner in North America – Awarded for 2024, 2023, 2022, and 2021
And here’s what sets us apart:
We take extensive measures to understand your business needs
We are official Odoo Gold Partners in North America
All our developers are located in the US and Canada
We follow agile methodology to implement Odoofor you
We adjust our costs according to your budget
Let’s work together to streamline your business operations. Reach outto our Solution Architects for a free consultation now.
Odoo Shipstation Connector For All Your Shipping Needs!
Odoo Shipstation Connector Integration developed by Bista Solutions offers you complete advanced-level integration with Odoo ERP software. If you use Odoo and Shipstation for your order shipments, Odoo Shipstation Shipping Integration becomes crucial for you. This integration will help to connect with a Shipstation shipping carrier with Odoo. You can perform a variety of operations, such as getting a live shipping rate based on the shipping company you select, creating shipping labels, tracking shipments using tracking ID, and canceling shipments.
Understanding ShipStation
Integrating ShipStation with Odoo ERP can streamline shipping and order fulfillment, making it an efficient solution for businesses handling high volumes of shipments. ShipStation is a popular web-based shipping software that consolidates and automates order processing, whereas Odoo ERP provides a variety of applications for inventory management, sales, accounting, and more.
Understanding ShipStation Odoo Connector
ShipStation is an e-commerce shipping platform that will streamline and automate your fulfillment process. No matter how big or small your business is, the ShipStation Odoo application allows you to manage your shipping operations easily and efficiently from Odoo. Offer your customers more options for shipping.
Seamlessly Connect Odoo And ShipStation With Bista Solutions
To ensure that your inventory is always optimized, coordinated, and moving out the door, Shipstation can assist you in developing a successful product allocation strategy.It enables your customers to compare prices and delivery times across all carriers in real-time, and it selects the best carrier for each cargo based on price and delivery time. Odoo and Shipstation can now be integrated seamlessly and quickly.
Why Odoo ShipStation Integration Is Important?
For rapidly expanding businesses, receiving orders and shipping can be a complex process. Our Odoo ShipStation connector enables Odoo customers to leverage the power of ShipStation while keeping their business on the Odoo platform. Employees must manually copy and paste incoming orders and outgoing shipments between the two systems if an Odoo ShipStation Connector is not installed. This method is inefficient, time-consuming, and error-prone.
Features Of Odoo And ShipStation Integration
Automated Workflow Rules
Set up rules to automatically apply specific carriers, shipping methods, or packing options based on predefined criteria.
Automates routine shipping tasks, reducing the need for manual entry and error.
Batch Processing
Bulk order processing enables faster fulfillment, making it ideal for high-volume sellers.
To improve efficiency, batch print labels and packing slips directly from Odoo.
Carrier and Shipping Method Integration
Provides access to ShipStation’s supported carriers (such as FedEx, UPS, and USPS).
Integrates with various shipping methods, providing flexibility for varying shipping needs.
Label Generation and Printing
Allows users to create and print shipping labels directly from Odoo.
Streamlines label management by making it available on the Odoo platform.
Multi-Warehouse Support
Supports multiple warehouses, allowing users to manage shipping and fulfillment from various locations.
Synchronizes warehouse-specific orders to ensure accurate tracking and fulfillment.
Order Synchronization
Orders are automatically imported from Odoo to ShipStation.
Syncs order statuses and updates, providing real-time data on order fulfillment.
Return Management
Manages return labels and reverse logistics directly from Odoo to ShipStation.
Simplifies the return process, which improves customer satisfaction.
Shipping Rate Calculation
Get live shipping rates directly from ShipStation.
Displays multiple carrier options and rates in Odoo to help users select the most cost-effective shipping option.
Shipping Cost and Profit Analysis
Tracks shipping costs and integrates them into Odoo order reports.
Provides visibility into each order’s shipping costs and profitability.
Tracking and Notifications
Tracking information is synchronized between ShipStation and Odoo.
Customers receive real-time tracking updates to keep them up to date on the status of their orders.
Process Highlight of Odoo ShipStation Integration
Configuration of Odoo and ShipStation Connector
Enable ShipStation from the backend: Add API credentials
Load Necessary ShipStation Data: Make sure you download the necessary data first.
Setup Shipstation Delivery Carrier: Configure the shipstation delivery carrier, which will allow you to download any associated orders an your shipstation account.
Download Order Data: You can now download any associated order from your ShipStation Account.
Benefits of Our Odoo and ShipStation Connector
Integrated Shipping Methods: Our Odoo and ShipStation connectors allow you to seamlessly manage multiple shipping carriers.
Importing Seamless Data From Shipstation To Odoo: This module allows you to import various shipping methods and packaging details from different carriers into Odoo.
Customized Prices: This connector also allows you to provide price quotes to customers based on the delivery address, product measurements, or any other criteria you specify.
Comparison of Prices: Our Odoo and ShipStation connector allows you to compare prices and select the best option for you.
Ability To Create Batch Shipping Labels: The Odoo ShipStation integration allows you to generate batch labels with a few clicks of a button.
Management Of Tracking Information: This connector allows you to easily enter your tracking reference number into the delivery order.
Connect Odoo and ShipStation to Integrate Crucial Parts of Your Business
With our team at Bista Solutions, you can integrate everything from basic data entry to end-to-end processes.
Lead Management
Automate your lead management and increase conversions.
With Bista Solutions, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Marketing Campaigns
Make more impactful campaigns with automation
Measuring campaign performance across platforms can be chaotic. Bista Solutions allows you to create a centralized view of your performance, expertly manage your lists, and ensure that your campaigns drive ROI across the business.
Customer Support
Provide world-class support with a little help from automation
Support reps can’t be productive if they have to look up critical information for each incident or ticket. You can automatically send your reps the information they need to quickly resolve tickets and provide a consistent customer experience.
Data Management
Automate your way to actionable, up-to-date information
The days of manually exporting and importing data have passed. You can send data where it needs to go in the format you require, allowing you to centralize your data and gain new insights.
Tickets and Incidents
Use automation to resolve incidents faster
Your technical support team prefers to focus on technical tickets rather than administrative tasks. You can automate everything from ticket creation to routing and inter-team communication, reducing friction in incident management and increasing resolution speed.
How Bista Solutions Can Help?
Over the years, with strong ERP solutions, Bista Solutions has helped customers across industries simplify their processes. Our Odoo ERP Development services including this connector for Odoo and ShipStation aim to simplify the organization’s shipping processes. We will help you to incorporate this module and customize it according to your particular needs as well.
Partner with Bista Solutions to unlock your business’s full potential through our implementations, tailored integrations, advanced digital transformation, business automation, and award-winning ERP solutions. Contact Us Now!
Every year, Odoo releases upgrade and improvements to their software. This year too, they announced the new features and improvements offered by their latest upgrade, Odoo 14 version. Let’s have a look at what this upgrade offers:
Website builder–
The pandemic this year has increased the need for a robust online presence for brands. Keeping this in mind, Odoo has revamped its website builder and created a holistic system that allows you to design custom websites that could previously only be done with software like HTML, CSS, and JS. With the new website builder, you can now easily compress pictures for better image optimization, utilize adaptive color illustrations according to your theme colors, and use shapes to bring your design to life with just a few clicks.
Integrated spreadsheet –
Now, you can create a spreadsheet within Odoo. With this new view, you can pick a spreadsheet template and prepare plans, projections & forecasts directly in Odoo. Eliminating the need to switch between various platforms, you can also have all your documents saved instantly in your ERP system.
Data duplication and cleaning–
One of the common issues with several users using the same platform is duplicating data. Be it CRM, recruitment, contacts, or more, Odoo previously had a multi-step process to remove duplicate data. This involved exporting data, identifying duplicates, renaming, updating, and then finally filtering them for deletion. With Odoo 14, this costly and time-consuming process is now shorter. Your home screen will now have a data cleaning icon that can be used to quickly wipe out CRM copied leads or any other repeated data.
Odoo for Outlook–
Bridges your mailbox with Odoo database, and the calendars are also synchronized. This Outlook plugin automates the communication logging and helps track the team communications efficiently. It is also a priceless tool for traceable communication with customers or when employees switch organizations. You can utilize office 365 calendar synchronizing with this feature.
Inventory and stock management–
The new Odoo inventory helps check stock availability of the forecasted stock. Odoo 14 focused on efficient replenishment and manufacturing processes. You can also prioritize orders based on their urgency by easily accessing the raw material count required to fulfill an order. Adjusting quantities is also much more straightforward with convenient buttons that allow you to change quantities of products scanned through barcodes.
Online events–
As the world pivots to an increasingly virtual workspace, Odoo 14 now allows you to create events. Through these events, attendees can also select the talks they would like to add to their list of favorites and they can view precisely when and where the event is, and interact with other attendees in media rooms.
Record any activity–
Often, users want to share specific actions of Odoo and keep them on record for future references. To fulfill this need, Odoo 14, now lets you record your activities with the click of a button.
Documents-
With Odoo 14, you can now edit documents with ease. Let’s say you have a single PDF with all your vendor bills for the month. You can easily mail it to your database and split it with PDF cutter. Its new version allows you to keep the pages you want and share them with your accounting team.
How we can help you upgrade
If you are using the current or older version of Odoo. We can help you upgrade to this newest version seamlessly. To enjoy all these new features, get in touch with our team, and we can help you with the Odoo upgrade.
About us
We work with customers across industries to implement and integrate Odoofor them. Bista have over a decade of experience in implementing Odoo, and we take pride in being an official Odoo Gold Partners. We are also proud winners of Odoo Best Partner (Americas) for 2015, 2016 & 2018. We use agile methodology to provide a consolidated service throughout the various phases of the development of an enterprise solution. Contact us to book a free demo.
Odoo provides efficient accounting methods to manage and analyze your finances, but what happens if someone makes an incorrect entry in your Odoo accounting system? We created an Odoo module that understands your data, identifies anomalies, and helps you prevent damages. This unique module uses Machine Learning anomaly detection technology.
Human beings are always prone to errors, however if this happens with your accounting and invoices, it can cause unprecedented disruptions to your business. More often than not, it means that an unusual occurrence has taken place. This could be a human data-entry error, a tagging error or even user familiarity issues. These small errors can ultimately cause major changes in your balance sheet and reflect dramatically on your finances and balance sheets.
So, what are some common mistakes that your employees could make?
Error in entering invoice numbers or amounts
Incorrect assigning of costs on bills (taxed of untaxed amount)
Error in entering bill lines
Mistakes in attributing or tagging accounts
Oversights in verifying invoice numbers and costs
What does this module do?
This module understands your expense data patterns and uses machine learning anomaly detection to automatically identify anomalies in your data. This machine learning driven anomaly detection combs through vast amounts of data to identify and alert you for any rare minimum transactions, maximum trained data, or contamination ratio. Once identified, it reports these unexpected dips or spikes to you immediately.
Prevention is better than cure. A lot of times, employees could make errors mentioned above. We designed an Odoo module that safeguards you against all these accounting errors.
Understands your data – The module understands your accounting data patterns and registers them in the system to keep a robust track of the usual expenses and amounts that you generally enter in your vendor or customer bills.
Identifies anomalies in your data – It uses machine learning for anomaly detection of your data. It identifies any entry that breaks this pattern and falls out of the purview of your usual transactions, amounts, and expenses.
Helps you prevent damage – Finally, it combs through vast amounts of your data to identify and alert you for any unusual expense spikes or errors. Once identified, it reports these unexpected numbers to you immediately.
How does it work?
We train data with the existing set of the transaction for regularly entered amounts in bills and invoices.
After this, we use the test data, which is a matrix of current stock moves. This data is used to find a pattern of transactions from the trained data to be compared to.
When can you use it?
No matter which industry you operate in, this cutting-edge machine learning automation can be used for accounting anomaly detection across all industries. If your business relies on human data entry for you accounting needs, this module can help you avoid errors.
How can we help?
Over the years Bistahas been helping businesses reshape their digital processes. One of the key practices that we take pride in is our Machine Learning developers who can seamlessly integrate your ERP system with intelligent technologies like Artificial Intelligence and Machine Learning for your business.
As a defense manufacture or supplier, it is extremely crucial to comply with various regulations set in place by the Directorate of Defense Trade Controls. One of the key regulations that defense companies need to comply with, is International Traffic in Arms Regulations or ITAR. ITAR is a set of regulations pertinent to the export and import of defense articles, services, and technology. Keeping this in mind, it is also important that defense manufacturers adopt an ITAR compliance software.
We understand the importance of ITAR compliance
We understand ITAR no other partner. We can customize the ERP software into an ITAR compliance software for you. Over the years we have worked with stalwarts in the defense industry to make sure that proprietary equipment or technology belonging to the U.S. Military does not make its way into the hands of a foreign nationals.
We understand how confidential your data is, which is why we have a trustworthy team of developers that treat your data integrity and privacy as paramount.
Why you need an ITAR compliance Software
What an ITAR compliance software can do for you
So, let’s have a look at what an ITAR compliance software can do for you:
End to end data encryption – An ITAR compliance software can be encrypted from end-to-end so that your work process and bill of materials are safely stored. This data encryption also protects your product related data so that the confidential data about raw materials and works operations cannot be seen by anyone outside USA.
Approved or denied party checks- An ITAR compliance software can validate customers for you and make sure that shipments and sales orders only go to approved parties after ATF approvals. The software creates a database of denied or approved parties and ensures that only ATF approved customers orders are processed.
Licensed customer application checks – An ITAR compliance software can help you to identify, escalate and resolve any customer licensing issues. The software monitors and reports the consumption of licenses by orders and manages license consumption. Since all crucial customer information is recorded in this software, it can use data to confirm sale orders if the customer licence is valid or expired.
Management of regulated parts or products – An ITAR compliance software stores information about all defense manufactured products and indicates which regulation and regulatory body covers the part or material. Through a robust product configuration and multiple serial numbers, it also helps manage the classification or rating within that schema which applies to it.
Management on the assembly level – If manufacturers are handling orders for assembly, an ITAR compliance software can easily record the parts within that assembly and the extent to which they are covered by different export regulations and commodity jurisdictions.
Secure document storage – Many documents for control items have licenses can only be viewed by certain authorized personnel. An ITAR compliance software has an robust native document management functionality that is best suited to export control.
Compliance with international requirements – Exporters often have operations in other countries, most of which have their own set of export controls regulations. An ITAR compliance software verifies the customer information before they are shipped to them.
How we can help
We at Bista understand the criticality of regulations and data in the defense and arms industry. With a fully integrated suite that allows D&A manufacturers and distributors to manage their supply chain, CRM, manufacturing, companies can easily comply with regulations and avoid any uncertainties.
With a unified ITAR compliant ERP system, we can help manufacturers and distributors create a streamlined approach, manage orders, checks against third-party lists, transactions and other activities.
If you would like to work with us to implement defense and arms ERP software for your business, please feel free to reach out to us on sales@bistasolutions.com or at +1 (858) 401-2332.
Odoo Experience is an event where speakers and tech leaders from all across the world give presentation and share how Odoo has benefitted their business. Ranging from Odoo best practices to functional capabilities and business growth, Odoo Experience is the go-to platform to understand how Odoo can help you succeed.
This year, the two-day event will be held online and joined by industry stalwarts for a holistic virtual experience. From community meetings to inspirational talks and virtual presentations, Odoo Experience 2020 will be a unique learning and training experience. One of the key highlights of the event this year will be the launch of Odoo’s latest version – Odoo 14.
The event will also have lots of workshops where attendees can learn how to use Odoo to the fullest. You learn how to design websites, use Odoo spreadsheets and use the timesheet app.
Bista is at Odoo Experience 2020
We are also proud to share that we will be participating in this biggest open source enterprise software event. Last year, our Chief Technology Officer, Faisal Basar shared insights on how automating existing business models and redesigning operational processes with Odoo transformed our client’s business. He also delved into how the future of manufacturing will be driven by remote monitoring, predictive maintenance, and virtual repair capabilities – all running on one easy to use tool (Odoo).
Have a look at last year’s video
What are we talking about?
With over 18 years of international experience in the technology industry, Faisal Basar is a software expert who co-founded Bista Solutions, which is amongst the top partners of Odoo. As the CTO of Bista Solutions, Faisal has gone to the length and breadth of the world to evangelize Odoo as the to-go platform for integrated business needs. This year at Odoo Experience 2020, Faisal will be speaking about how machine learning can help strengthen Odoo to prevent user errors.
The talk focuses on a module that we designed to safeguard users against all these errors. This module understands your data, identifies anomalies and helps you prevent damages. From warehouses in manufacturing factories to delivered products in retail, this cutting-edge automation can be used across all industries. If your business relies on inventory or raw materials, this module can help you avoid errors in stock inventory. After this, we use the tested data, which is a matrix of current stock moves. This data is used to find a pattern of transactions from the trained data to be compared to.
Don’t forget to register and join us for this talk on Studio7 – 30th September, from 3:30 PM 4:00 PM (EDT)
Reach out to us after the talk!
Over the years Bistahas been helping businesses reshape their digital processes. One of the key practices that we take pride in is our Machine Learning developers who can seamlessly integrate your ERP system with intelligent technologies like Artificial Intelligence and Machine Learning for your business.
Contact us to know more about how we can help transform your business.
One of the key projects that we take pride in was our software implementation for our key Pinnacle Promotions. Knowing how dynamic this industry is, we knew we had to tailor the software to suit the needs of their business. Once we were onboarded, we implemented Odoo as the promotional products ERP solution for Pinnacle Promotions.
About Pinnacle Promotions
Pinnacle Promotions is an e-commerce company that creates a range of promotional products for businesses across industries.
Working in the industry for over 20 years, Pinnacle has screen-printed, embroidered, laser engraved, pad-printed, and debossed thousands of promotional products for companies across industries.
The ask
As a branding company online, Pinnacle is in a very competitive industry. Sean Phuphanich, Vice President of eCommerce and Information Technology at Pinnacle Promotions, states, “Online, it’s a very competitive space and so in order to compete with that, you need to have great pricing, great service, and it has to be fast.”
To achieve this goal and supply their customers with the best services, Pinnacle wanted to streamline and unify their business processes through an integrated promotional products ERP software solution.
The challenges
Prior to adopting Odoo, Pinnacle was using different software for various activities like accounting, CRM, order processing, website management.
Having disparate systems resulted in a lack of connectivity between different departments. It also meant that employees had to engage in manual data transfers from one software to another. This would waste their time and cause delays in customer response time.
Their key challenges were:
Lack of connectivity between departments
Manual data transfers add unnecessary labor
Overhead for multiple software
Seas says, “Anyone that’s using multiple separate systems, there’s always some kind of tax you pay for that, whether it’s because you’re paying for the overhead of three different companies to do the same thing or because people are working in very different operating models. So what you do in one CRM system is completely different from how it’s expected to happen in another accounting system.”
Our solutions
We worked closely with the Pinnacle team to design and implement a robust and integrated solution. This Odoo implementation included capabilities such as order processing, e-commerce, purchasing capabilities, and more.
Because of Odoo’s flexibility, we were able to tailor it to suit Pinnacle’s unique business processes.
With the aim to strengthen Pinnacle’s customer relations, we also worked with Pinnacle to add machine learning capabilities to Odoo. This included auto-filling data for salespeople, preventing potential mistakes based on error history, and predicting & identifying customers.
Key results
By providing answers to each of their unique needs, we implemented several customizations for Pinnacle Promotions.
One of the key achievements of our implementation was that Pinnacle was able to reduce the order process complexities. With an integrated system in place, they were also able to reduce errors and labor costs.
Our add-on machine learning capabilities also assisted in speeding up the sales processes and reducing errors.
According to Pinnacle, this promotional product ERP implementation resulted in:
50% faster order processing time
33% lower labor costs
76.9% lowererror rate
With our implementation, Pinnacle Promotions became leaner and was able to meet their customers’ expectations faster, at better prices, and with fewer errors.
As their error rate dropped from 13% to 3%, Pinnacle gained a sharp competitive advantage in the promotional products industry. With fewer errors, their customer retention rate also spiked.
Reach out to us
We at Bista always go above and beyond to make sure that our customers are satisfied. Even if that requires burning the midnight oil for weeks. Our team of passionate developers and ardent solutions experts is always here to understand your unique needs and help you build an efficient work environment.
If you would like to work with us to implement promotional products ERP software for your business, please feel free to reach out to us on sales@bistasolutions.com or at +1 (858) 401-2332.
We’re a top Odoo partner and have done similar implementations for other eCommerce companies, as well as for businesses in the manufacturing, retail, services, automotive, financial services, and healthcare verticals.
Odoo is a suite of open source business apps that covers all your business requirement. Odoo has two different types of apps published in their app store. One are the in-built apps, another are the custom odoo apps developed by odoo gold partners like Bista. As an odoo app development company we have more than 80 apps published on odoo app store that you can download and implement directly. Some of the custom odoo appsdeveloped by Bista are :
Odoo App Store is a normal application publishing platform built for Odoo ERP. There are more than 10000 applications published on odoo app store for different modules. We “Bista Solutions” as odoo gold partner have published more than 300+ Custom Odoo apps available on Odoo app store s well as on our platform above. Odoo App store is a place where you can add extra modules to your existing system to make odoo more related to your requirement. Odoo apps available on odoo app store are both free and paid. You can directly download & install them on your existing odoo erp system.
Odoo Apps Free:-
Odoo comes with in-built free apps/modules which can be customized as per your business requirement. There are two different types of apps, Odoo Apps published by Odoo Partners on Odoo App store & in-built apps available in Odoo ERP community version.
There are many Custom Odoo Apps developed by partners on odoo app store which are free. Many modules which are developed as per your business requirement and you can download and install them directly.
Odoo App Development:-
We are odoo app development & odoo module development Company. We develop odoo apps for your business to manage your various departments. Odoo app development is perfect option to manage your unique business requirements. Custom odoo apps have evolved alot and can be developed on latest technologies like RPA, IOT etc. Many custom odoo apps developed by partners are RPA based apps, which reduce redundant work and automate multiple tasks.
Odoo App Download:-
You cn download and install custom odoo apps from odoo app store or from above. Custom odoo apps in odoo app store are easy to download and can be downloaded and installed on single click. App are available with complete description and a basic demo.
We have certified odoo consultant and software engineers who are always ready to help our clients. We always add value our customer by consulting them on every stage of the project which helps us with 93% customer retention rate.
To know more about odoo apps or want to implement contact us.
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“The level of consistency and dedication Bista has shown towards our project is the driving force behind the project and all that is to come! We, at Reliance, are so thankful to have you as our partners in this endeavor. We’ve grown together and learned a lot from each other over the last few months. I am sure that will only continue as we progress on our journey of innovation together.”
– Sahej Singh – Business Intelligence & Strategy Manager
SilencerCo
“I wanted to let you know how much I appreciate your team for all the help and custom work that they have done on our behalf. Priyesh and Pratik, and the entire offshore team have been really responsive to our operational needs. Thank you again for the hard work.”
– Camille Thompson – Data Manager
Reinhausen Middle East FZE
“Since [we’ve started] working with the team of Mr. Pradeep […] we’re receiving quality replies on time and we’re really enjoying working with him and his team. As the collaboration is going so well, we have started to use Odoo for more […] things in our company and we’re continuing with change requests to adapt the system to our needs. I want to thank Mr. Pradeep and his team for [their] ongoing support.”
– Ralf Klinger – Technical Field Service Manager
Selkirk Signs
“Also want to make a quick mention of the support team. We have been working with them for a while now and Pradeep and his team members […] have done a commendable job in making sure our tickets are handled in [a] timely manner and they are very easy to work with and very approachable.”
– Subhrajeet Sabhapandit IT Manager
FGD Glass Solutions
“Just wanted to drop a quick line to say thank you for all your efforts in supporting us in our needs for Odoo v12 Enterprise. You have been prompt in responding to our many support requests. Pradeep and Mansy are always eager to help and informative with instruction when needed. As a business owner, I’m happy we selected your firm to be our Odoo ERP support provider. Looking forward to growing over the coming years with your support.”
– Derek Lindeborg – Owner
Control System Labs
“Now that we have completed the launch of our new Odoo website, I wanted to take a moment to thank you and [the Bista] team for all the hard work it has taken to get us here. After many months of planning and development, we are now using Odoo for many of our critical business processes: Accounting, Recruitment, Expenses, RMAs, Customer Portal, Credit Card Processing, as well as storing our Product and Partner Master Data. This would not have been possible without your team’s dedication and expertise. Our team is very excited to tackle the last and most important Repair Operations module in the upcoming weeks. We are confident that you will continue to provide excellent service, and we look forward to achieving this major milestone together! Thank you!”
– Gary Fredricks – President
Atlas Arms Manufacturing LLC.
“One of the biggest things for us is lot tracking through our entire manufacturing process from sourcing raw materials, to subcontractors, to in-house manufacturing, and sales to end users and commercial loaders. Because some of our products are restricted in certain locales, we needed to be able to block purchase in those cases. We are also big fans of open source software. [We found Bista] through originally a duckduckgo search, but after speaking with them, and another one of their customers who is well known in our industry, we felt confident they could deliver what we needed for a fair price in a reasonable time (which they have done). [Bista] feels more like a partner than a regular vendor, very responsive to questions and concerns even though the project has been put in production. Their bid was reasonable to start, but still came in under budget and under hours, which can be difficult to do. [Overall experience working with Bista was] excellent and comfortable. I can’t count the hours of misery that Bista has saved me from.”
– Michael Riettini – (Managing Member and COO) Kerrville, TX
“Bista was one of Odoo’s largest implementation partners, so we were introduced through Odoo. They had a good reputation and we had talked extensively with other people that had worked with Bista, so we felt comfortable starting out with them. And we’ve now been working with them for over two years, so we’re quite happy with our decision. We work directly with all the development team. We considered them part of our teams; all of our daily meetings, all of our discussions, [they] were an integral part of that. Even though we had to change quite a few things midway through the project, because we work so closely, because they understood our poor business process and what we were trying to do, we were able to adapt and still deliver on-time, at the same budget. […] I think [Bista] has been a great partner. It’s one of the reasons we’ve been working with them for multiple years now, even after the initial project finished. I think they have a great talent pool to work with and they’ve been very accommodating. So wherever we have to change things, or get additional resources, or find additional expertise, they’ve always been on point to help with that.
“We chose Bista because they had some expertise in manufacturing and they also had some expertise in the accounting side and making sure that our financials were spot on at the end of every quarter. We were right on budget, we were within the 9-month period from ERP planning to go-live, and so I really couldn’t ask for more.”
“Bista has helped us implement Odoo and make changes to it where generic options did not work. So [they are] an excellent partner that’s available 24 hours a day as we need them to make changes, [and] to help us work with our people and train them. So, Odoo is a very generic system that’s like a shell and you put together the pieces of a puzzle to make a new system that meets the needs for manufacturing, for finance, for inventory, etc. Bista helped us manage all of the changes that are needed for that, do the training and they also support us when we have problems. We have four primary people from Bista, but they get us more when we need them. But the four people have been with me for eight months now and we meet every day; and we talk about issues, we talk about things we don’t understand, they explain to us more about the system every day. […] They’re very good about working the hours that we need them to be. Bista accommodates the difference in time. Bista has been very good about being available whenever we need them and doing the support after the implementation. We recommend them highly and we [are] still working with them. And honestly, I would not be working with them at all if I did not like them or if they weren’t providing a service that’s effective for me. They have been doing both very well so that’s just not an issue at all.”
– Bob James – (Head of Enterprise Applications) Fairfield, California
“In terms of what stood out about Bista was definitely the responsiveness from the point that we made first contact. So, they were very quick to respond to my query […] because I was on a very tight deadline. I wanted it up and running within a month. I wanted to go live and then fix problems as we go. […] it was a lot of trial and error which was very helpful from Bista’s side that [they were] really quick and responsive. They had a team dedicated that okay we’re gonna take care of what’s happening and let me have people working around the clock even. I think the biggest change has been inventory accuracy. I got everything that I wanted out of it. Bin locations, traceability, lot tracking, automation, certain degrees route optimization… everything that I wanted to be a part of for the warehouse management side has been part of the warehouse management side. So, with that core being intact, rest of it just follows where your profit and loss and everything else is in place. [With Bista’s help] inventory accuracy [is] above 90 [when it] was probably around 60 to 70 before.”
“After deciding that Bista was the right partner for us, we actually had a member of their team come down to our warehouse and work side-by-side with us to perform a gap analysis and make sure that it was a good fit for us. We found that after bringing Priyesh down to our warehouse to work with us, we were blown away by his focus and understanding of all of our business needs. We got a lot of confidence in both what he could provide as well as other members of his team. They were able to get things done in an extremely timely manner and have a very thorough understanding. We started the project out with some trials of smaller project and were extremely satisfied with the results. They were unparalleled to any other technology partner we have used in the past. Whether it was from Dynamics, or Odoo directly, or other 3rd party partners as well. [Bista] showed that they could comprehend the project needs, as well as go above expectations. And as well as make any kind of adjustments along the way to make sure we were happy with the end results. Their understanding of core business processes and developments and needs is unmatched and unparalleled in their industry. Through working with Bista, we’ve gotten both quantifiable results as well as qualitative results.We’ve been able to increase our sales double, while lowering our back-order fulfillment rate. Bista has allowed us to have more accurate purchasing information, better inventory control, more efficient sales, as well as provided better tracking of all of our CRM Sales tracking. At the end of the day, Bista has a great understanding of our business, and they were able to deliver projects timely, cost-effectively, and accurately. And that is support that we were unable to find anywhere else. They have surpassed our expectations and delivered better results than any other technology company we have ever worked with.”
– Michael Sturury – General Manager, Maqabim Distributors
““Odoo recommended Bista as the potential implementation partner. The implementation was interesting because it forced us to take a step back and really understand our current flow of information, and how we could actually improve that flow and eliminate some of duplicate entries and actually improve efficiency. Bista came on-site and spent the week with us and went through in detail every one of our business processes, generated a flow chart of our current state, and then worked with us to develop the flow chart of our future state which would be the ideal state. I was a little hesitant on the zoom meetings for an implementation but working with Rajiv and his team really, really has been a great experience. They’re so detail-oriented and they are so set on making sure that our requirements are met in every way.” .”
“Our experience with the Bista implementation team was really nothing but positive. These guys were available on the weekends, they were available after hours, you know it wasn’t just go live and walk away, right? They were they were there for us, they’re still there for us and I think we’ll sign a support contract with them. You know, I had pretty high expectations and they met and exceeded, in some instances, all those all my expectations [and] overall did a great job. I would certainly recommend them to anybody who’s looking for an Odoo implementation – look at Bista they’re professional, they’re fast, they’re responsive, they know what they’re doing. So, you know, 10 out of 10, highly recommend.”
“We decided to work with Bista because they demonstrated understanding of cannabis business and they demonstrated client-oriented approach. Some implementation results like sales and pos modules exceeded our expectations. The implementation of Odoo with the help of Bista helped us to get very useful and detailed information regarding our operations. The most important result which I think cannot be quantified is that we have complete information about at least our sales […] which manager [is at which] of our offline shops, how much product he sold, I can check the price…to take some managerial decisions according to this information. Regarding accounting, I think [the] Odoo [implementation] is saving us up to 10 hours per month on preparation of reports. I would, hundred percent, recommend the Bista team to other cannabis companies as a reliable partner in IT system development and support.”
“We selected Bista, originally, because we were really looking for a partner that we felt comfortable, [and] knew what they were doing. TIE is a, you know, by far, in a way, not experts in Odoo. We are not experts in ERP implementations. We are not experts in pretty much everything that Bista is. So, what we were looking for is an expert in those areas that could help lead our project in a way that we would end up being very successful in the platform itself but also getting there. Bista was really presented as a partner not just a vendor to us, and really their advisory in the way that they say ‘hey, here’s your problem… here’s what a good solution would be…or this is what we’ve seen in the past… or here’s a module that you might not be aware of’. When we selected Bista it was really those, you know, key pieces. Then after working with Bista those areas definitely shined big time, especially the technical expertise area, but also the team itself was very high performing. I don’t think there was a single member of any team that I did not enjoy working with as well as be very impressed with their capabilities – whether it be technical or non-technical. The quality of the project and the quality of the system itself has been enhanced greatly since Bista’s involvement in our project.”
“My experience with Bista has been great. Each time I’ve called and talked to Priyesh, who is our rep, [he’s] been very quick to return calls, get back in line, and figure out what’s going on and responding to our issues […]. He’s got a good team of people behind him both here in the U.S. and in India who can do big programming jobs if we need a whole new structure or an only report or a module needs to be adjusted for us. From a financial perspective, I had no issues. [Our implementation was] within budget and on plan. We’ve been very satisfied especially with the response and the timeliness of the response. I couldn’t recommend the company more with Bista and how they took Odoo and got it to work for us. It’s been a tremendous improvement in our business. It’s been a very positive experience. I would highly recommend the software, and I would highly recommend Bista.”
– Dennis McCarthy – CFO (Detroit, USA)
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About Shahid Bandarkar
Mr. Bandarkar has 10+ years of quota carrying technology sales and account management experience
Mr. Bandarkar holds a Master’s Degree in Project Management.
About Faisal Basar
Mr. Basar Successful entrepreneur in the technology domain.
Mr. Basar having Proven track record of building a company from ground-up to multi-million dollars in revenue.
Mr. Basar had 20+ Years in the technology industry & Expertise in identifying new technologies and building teams to deliver those solutions.
About Andre Temnorod
Andre Temnorod has been a leader in the internet technology and telecommunications space for 20 years. Present and previous roles have included:
Founder and CEO, CloudRoute
Founder, Broadvox
CEO, Nexbell Communications
CTO, Unicent Technologies
Mr. Temnorod is also one of the foremost experts in VoIP technology and has been featured on many panels and professional forums.
About Thomas Sparkvik
Thomas Sparrvik is a successful entrepreneur and global business executive. Present and previous roles have included:
CEO, Parpro Corporation
CEO & Vice-Chairman, Kontron
Additionally, Mr. Sparrvik is a Board member in five companies. He holds an MBA from the Warwick Business School and an MSC in Electrical Engineering from Lund University.