How Magento 2 benefits your e-commerce business in 2017?

Introduction Magento 2

Magento 2 is a technically unique platform and is actually the most powerful e-commerce solution with one of the biggest ecosystems in the business. Thanks to its scalability and long lasting

reliability, it is among the most effective growing systems, empowering more than thousands of online stores, including some of the leading businesses and brands.

As a leading ERP and E-commerce solutions development company, our certified Magento developers have made a research and found some crucial facts about Magento 2.0.

These facts highlight the advantages of this newly developed version of Magento which certainly help you find the right answer.

  1. Lucrative for Online Shop Owners

Magento 2 platform comprises a collection of modules that provides shop owners with more flexibility. It permits programmers to easily develop features such as checkout, sales, CMS, CRM and even more with a right merger of codes that helps shop owners to replace, activate or deactivate any component while keeping the code base arranged.With Magento 2.0, developers can adjust to it easily by providing better features to the customers. Due to the major architecture changes, it is now more modular, cloud friendly and provides greater development flexibility. The new structure is designed so that it supports faster 3rd party API implementations which is one of the real key aspects for numerous specific client customizations.

  1. Catch the attention of online customers with “Luma”

The website’s UI/UX plays a key role in getting more customers to your internet site. Magento 2 arises with a new theme called Luma that appears much better than previous version’s theme. It has brought new components which were missing in the earlier version. It comprises reactive|receptive images, tiles structure, typography and superb performance.

  1. Improved performance

Magento 2 runs 20% faster than Magento 1. x which means better site speed. The system comes with default full page cache that makes your website’s pages render faster. New performance toolset, indexers, and full web page cache certainly make this platform more scalable.

  1. Modified Directory Structure

Magento 2 accompanies a changed catalog structure that supports fast store administration. In the previous version, shop owners needed to place Magento application data files outside of the web-service document base that resulted into the bifurcation of files in js, errors, images, media. With the changed directory structure now shop owners can place data in the directory pub, hence apply it anytime for promotion.

  1. Security and SEO

Hashing algorithm for the password has been strengthened. As a result, Magento 2 makes your password much more robust to cope with attacks. Catalog pages feature rich snippets that allow you better optimize your page for search engines.

  1. Easy Checkout

Magento 2 features an up-to-date checkout procedure that makes it easy and quick for end-clients to visit through cart and place orders. Furthermore, it can be customized easily with fewer information and steps. Easy and fast checkout process helps in increasing conversions.

  1. Improved Admin Interface

With the new admin interface, store owners can now manage their online store in less time. This admin interface is highly user-friendly, hence anyone can learn it easily. Furthermore, it can be customized by admin to access vital business data quickly. Each user can have separately personalized admin panel which helps each user to improve productivity by managing customer data, orders, and products easily. With 4 times faster capabilities of product import, product creation in admin panel is far easier than before.

Extraordinary features and support make this platform your best option in the business for improved income and higher return of investments. With many attractive features and a good future, it’s about time that you should enhance your e-commerce platform and make it safer and performance based on Magento 2.

For more insights on the Magento 2 get in touch with us through sales@bistasolutions.com and tell us how to do you like this blog through feedback@bistasolutions.com .

How Odoo Consultant Services Help Your Organization

Odoo consultant

It’s taking longer and longer to reconcile financials by the end of the month. Your sales forecasts are established more on guesswork than sound figures. Your organization is having difficulty maintaining its order size and client satisfaction is faltering because of this. You do not know how much inventory you have in your warehouse, and it’s really a pain to learn. If this appears like your business–or near it—then it is a right time to consider an ERP system. Bista Solutions with our Odoo consultant services can help you do that.

erp

5 Common problems Odoo ERP will solve.

Are you wondering if you need an ERP system? ERP software could be the solution to all your business problems. To illustrate the variety of issues ERP solutions can tackle, have a look at these five common problems and how ERP can solve them.

  1. Your Business efficiency is suffering due to poor communication.

Does your business suffer from poor communication between its different departments?
When employees fail to pass on information effectively, negative outcomes can include lost orders, customers not receiving calls back and even sales falling through. An ERP system helps you avoid such missed opportunities.Odoo ERP unites all business functions, becoming the one piece of software into which all information is input and processed.

  1. Many of your processes involve time-consuming manual data entry or repetitive tasks.

As your company expands, your employees will no doubt become busier than ever before.
Manual data entry and processes become even more error-prone and time-consuming when carried out on a larger scale.Enterprise Resource Planning software automates tasks, reducing the likelihood of mistakes and freeing up your employees’ time to get on with other work.For example, Odoo Erp with Bista’s Odoo consultant services can generate sales orders, invoices, and financial forecasts automatically.

  1. Disparate, standalone software systems are making business procedures unnecessarily complicated.

When your sales reps are using one software package, your accounting team another and your warehousing staff yet another, processes become excessively complicated and time-consuming.With Odoo ERP software, all information is entered into one single database. This centralisation of information means everyone can access the very latest data exactly when they require it.

  1. You wish you knew more about your customers.

How well do you really know your customer base? Without an ERP system to keep track of customer records, it may be difficult to serve your customers as well as you could.Software such as Odoo ERP comes with the CRM module, allowing employees to keep records of transactions and communications against each customer. Storing this data in a single database gives you the power to allow any employee, no matter which department, to access this information when dealing with a specified customer.

  1. You are unable to attain accurate answers to big questions, preventing you from making better business decisions.

The more information you can access about your company – and the more recent and therefore useful this data is the easier it will be to make good business decisions.With all costs, sales figures and marketing data being inputted into one system, ERP enables you to Odoo ERP allows you to get Reports based on any data within the system.

Bista solutions provide you with the complete implementation of the ERP solution with Odoo consultant services. That’s where you get one single shop for Odoo implementations in your organizations.

We offer you with the Perfect combination of functional, Technical, Project management and system experience resources for Odoo consultant services.  At Bista solutions our resources are professional in implementing Odoo solutions with some unique skills in the domain such as Manufacturing, eCommerce, Trading, Travel & Education industry.

The advantages of Odoo consultant services from Bista solutions provides you with

  • Odoo expert jotting down minor and major areas of your organization
  • Timelines of your project
  • Identification of Customization or pain points
  • Rough cost estimates
  • Detailed documentation about your organizational hierarchy & workflows
  • Identification of various departments and users
  • Helps to reduce the risk while doing implementations
  • A handy document which can be used for any other ERP implementations
  • Ease of understanding the ROI after the implementation
  • Implementation Approach

We certainly have a proven method and specialization in rendering Enterprise Resource Planning consultancy for following Industries.

  • Manufacturing
  • Online Merchants / eCommerce Industry
  • Travel
  • Education

Kindly contact our sales team if you are in the selection process of an ERP software for your organization. Email – sales@bistasolutions.com

The Democratization of Business Intelligence

Introduction-Democratization of Business Intelligence

Democratization simply means accessible to all. The democratization of software tools has been evolutionary that has helped many people to easily adapt to ever-changing technology. The democratization of tools has helped in getting frequent feedback from the end users at various levels that makes the product even more powerful in nature.

The best example of the democratization of technology is internet, laptops, mobile phones etc. At the beginning of internet revolution, only software professionals had access to computers and laptops, however, nowadays almost every individual has access to using laptops, computers, and tablets on daily basis largely due to the democratization of internet.

  1. Business Intelligence Tools are becoming more popular with the end users because of ease-of-use that has led to the democratization of Business Intelligence (BI).
  2. Nowadays Businesses are migrating their report-based approach for decision making to faster analysis-oriented approaches that help them to analyze real time and take quick decision.
  3. Data preparation is the most difficult and time-consuming task facing business users of business intelligence tool and data discovery tools.
  4. To overcome such challenges, the industry introduced new advanced analytics tool that has more capabilities to analyze data efficiently.
  5. Currently, we are in the era of big data that has become more popular in a very short time where companies are able to collect, store and analyze data with big volumes that were impossible and unthinkable few years ago. Thanks to big data technology, data can be captured at easily without having to worry about the size.
  6. Democratizing the Big Data and enlightening the workforce can highly enhance business operations. Big Data technology introduced many UI based tools to analyze the big volume data make business operations manageable and cost-effective with open source technologies.
  7. Self-Service Business Intelligence led to democratizing analytics for the sales team, marketing team and other teams who are non-technical users however still want to analyze and get the business insights hidden in the data. The great enhancement and affordability of technologies like cloud computing or Software as a Service in recent years have made them more accessible to a numerous number of the consumer. Cloud computing or Software as a Service also helps in reducing the cost of maintaining IT team, hardware maintenance, and infrastructure.

BI has become democratized and available to all end users – instead of just a small handful of financial department staffers already well-versed in analytics. This is an evolution in Business Intelligence industry because everyone has easy access to the data without any special skill requirement. This is the good news for small-and-medium-sized companies and business that want to compete globally against larger organizations with deeper pockets.

We hope you like the blog and will share with your network. Please get in touch with sales@bistasolutions.com for any queries on business intelligence tools or analytics.

Supervised Machine Learning

Supervised Machine Learning

Introduction

Machine Learning is a core subarea of ‘’Artificial Intelligence’’, which learns from an existing model, results, and observations. We can define it as a subfield of computer science that gives computers the ability to learn without being explicitly programmed.”

More in detail, machine learning is a set of techniques or algorithms which are used to program computers and make decisions automatically and more accurately.

How does “Machine Learning” make decisions?

It makes decisions by analyzing (or learning) patterns in past data and applying them to future data. There can be different forms of decisions such as predictions of customer behavior, financial decisions – stock price prediction, fraud detection, and much more.

Types of Machine Learning Algorithm:

Majorly there are three different types of machine learning algorithms:

  • Supervised Machine Learning
  • Un-Supervised Machine Learning
  • Reinforcement Machine Learning

Supervised Machine Learning(SML)

The majority of practical machine learning uses supervised learning. In Supervised machine learning algorithms, we have both input(X) and output(Y) variables and the algorithm generates a function that predicts the output(Y) based on given input(X) variables. It is called ‘supervised’ because the algorithm learns in a supervised manner. This learning process iterates over the training data until the model achieves an expected or closest to the expected result.

Supervised learning problems can be further divided into two parts:

  • Regression: A supervised problem is said to be a regression problem when the output variable is a continuous value such as “weight”, “height” or “dollars.”
  • Classification: It is said to be a classification problem when the output variable is a discrete (or category) such as “male” and “female” or “disease” and “no disease.”

Application of Supervised Learning:

Classification Method – Decision Tree

Here, I am using the “German Credit” data for the sake of understanding, having 1000 number of records and 21 columns, let’s see what information we can get from this data using predictive analytic techniques.

Data link

data2

Now, we have an overview of the credit data and a basic idea about the credit data.

Let’s start working with a supervised learning method – “Decision Tree” (DT) and for that, I am going to use the R tool. These are the classification models that partition data into subsets based on categories of input variables.

data3

Initially, we decide on the target variable i.e. Creditability, and later looking the impact of other variables on the target variable and we can treat them accordingly.

Below, is the DT plot from which it can easily identify the different levels and nodes of DT. The classification criteria for the different levels are calculated with the help of entropy.

Decision – Tree:

decision-tree

The multi-layered decision tree above clearly shows the distribution of different levels based on entropy value. The decision tree gives us the decision level idea of the data where we can take complex business decisions and know the profitable customers as well.

Some popular examples of supervised machine learning algorithms are:

  • Linear regression for regression problems.
  • Random forest for classification and regression problems.
  • Support vector machines for classification problems.

What Else Can We Do with Supervised Machine Learning?

  • Speech Recognition
  • Face detection
  • Fraudulent activities detection
  • Social network analysis to define groups of friends

Conclusion:

Supervised learning is just getting good with every coming day. Machine learning can make the impossible things possible with a higher accuracy rate.

In short, Machine learning is considered as one of the most trending technological methodologies for better innovations.

For a demo on Supervised Machine Learning contact us or email us at sales@bistasolutions.com.

Odoo Magento Connector

Odoo Magento Connector Benefits For Your Business

In today’s digital age, e-commerce platforms like Magento are gaining immense popularity as more and more businesses are moving online. However, managing a large volume of data across different platforms can be a tedious task, and errors in data management can lead to disastrous consequences. This is where the Odoo Magento Connector comes in.

Key Functionalities of Odoo Magento Connector :

  • Product Synchronization: Odoo Magento connector allows you to synchronize products between Odoo and Magento. You can easily update product details, such as price, description, and stock levels, from Odoo to Magento, and vice versa.
  • Sales Order Synchronization: It also enables you to synchronize sales orders between Odoo and Magento. You can easily manage and track sales orders from both platforms.
  • Customer Synchronization: It allows you to synchronize customer data between Odoo and Magento. You can easily create and manage customer accounts, as well as track customer orders and purchases.
  • Inventory Management: With the Odoo Magento connector, you can manage your inventory across both platforms. You can easily track stock levels, set minimum and maximum stock thresholds, and automate inventory updates.
  • Shipping and Tracking: It also allows you to manage to ship and tracking information. You can easily create and manage shipments, track orders, update order status, and much more.
  • Multi-channel Selling: It enables you to sell across multiple channels, such as e-commerce websites, brick-and-mortar stores, and marketplaces.
  • Improved Efficiency: Odoo Magento Connector can streamline and improve your business processes. You can easily manage your products, orders, and customers from a single platform.
  • Real-time Data Sync: The Odoo Magento connector ensures that data is synced in real-time between Odoo and Magento. This means that you always have accurate and up-to-date information on product inventory, sales orders, and customer data.

Overall, the Odoo Magento Connector offers companies a solid connectivity solution that enhances efficiency and streamlines processes. Businesses can reduce errors, save time, and boost customer satisfaction by automating crucial business operations and synchronizing data between Odoo and Magento.

Factors to consider before choosing an Odoo Magento Connector provider:

When it comes to selecting an Odoo Magento Connector provider, there are several factors that you should consider. Here are some of the most important ones:

  • Experience: Look for a provider with a proven track record of successfully implementing Odoo Magento Connector for other clients. Check their portfolio and references to see if they have experience in your industry and can meet your specific needs.
  • Customization: Ensure that the provider can customize the connector to fit your business requirements. Every business is unique, so the connector should be tailored to your needs.
  • Integration: Check if the Odoo partner has experience with the Odoo connector. Check how many implementation partner has. If they have connector it is good to go with them.

  • Support:

    Consider the level of support offered by the provider. Do they offer 24×7 support, and how quickly do they respond to queries? What kind of training and documentation do they provide?

  • Pricing: Get a clear understanding of the pricing structure.  And are there any hidden costs? Will there be extra charges for customization, integration, and ongoing support?
  • Security: Make sure that the provider follows best practices for data security and privacy. Check if they comply with relevant regulations, such as GDPR, and if they use encryption and other security measures to protect your data.
  • Scalability: Consider if the provider can handle your current needs and future growth. Will the connector be able to handle increasing volumes of data and traffic as your business expands?

Benefits of working with Odoo Gold Partner 

As a Gold Partner, Bista Solutions has met the all standards set by Odoo for quality and customer satisfaction, making sure that you receive a high quality solution. There are several reasons why you should choose us  as your Odoo Magento Connector provider for your business:

    • Most Awarded “Best Odoo Gold Partners” (2022, 2021, 2018, 2016 & 2014)
    •  200+ Successful custom App development
    •  250+ expert Odoo Developers
    •  350+ Odoo Implementations
    • Most Trusted Odoo Gold partners
    • Expert Consultant Team
    • Global presence in 10+ countries
    • 24/7 Support Available

Whether you’re running an e-commerce store, a manufacturing business, or a retail and wholesale operation, the Odoo Magento Connector can help you streamline your data management, reduce errors, and boost your sales. So why wait? Take the first step towards optimizing your business operations today by trying out the Odoo Magento Connector Connect With Us Today!!

Odoo 10 Barcode module

Odoo 10 Barcode module
  • by bista-admin
  • Apr 21, 2017
  • 0
  • Category:

Introduction to Odoo 10 Barcode module:

Odoo formerly known as OpenERP and before that tiny ERP is a suite of enterprise management applications. Targeting companies of all sizes, the application suite includes billing, accounting, warehouse management, project management, etc. Odoo offers various modules and one of these is Odoo 10 Barcode Module.

A few months ago only Odoo launched its version 10 with all new features. It is a platform for which we can say “All Applications Under One Roof”.

Barcode Module:

This module adds support for barcode scanning and parsing

Scanning

Utilize a USB scanner to work with standardized identifications in Odoo. The scanner must be arranged to utilize no prefix and a carriage return or tab as an addition. The deferral between each character input must not be exactly or equivalent to 50 ms. Most tags will work out of the box. We must be assured that the scanner uses the same keyboard layout as the device it’s plugged in.

Parsing

The barcodes are interpreted using the rules defined by a nomenclature. It has the following features: Patterns to identify barcodes containing a numerical value(e.g weight, price, etc ). Definition of barcode allows identifying the same product with different barcodes, support for endings EAN-13, EAN-8, and UPC-A

Barcode application is implemented for 3 applications as of now Stock, MRP, and Event.

FOR STOCK

Barcode scanning can be helpful to find the shipping transfer, performing some predefined operations like cancel, validate, edit… instantly by scanning it from the report printed from the shipping transfer itself.

1st on Shipping:

barcode1

The barcode on pickings can be used to find and process the pickings via scanner, where the user needs to scan the barcode of shipping transfer displayed in the right upper corner. Once the user scans the barcode picking will be open as detailed on the barcode number.

2nd Operations and Pickings

barcode2

The above commands can be used to validate or perform actions defined on the page on the screen.

3rd on lots and serial numbers for products

barcode3

The above barcode can be used to add a lot number directly on picking lines, once the user scans the barcode of a lot number it will be added to picking lines automatically.

The above barcode can be used to add a lot of numbers directly on picking lines, once the user scans the barcode of a lot of numbers it will be added to picking lines automatically.
FOR MRP

Barcode scanning can be helpful to find the manufacturing order, performing some predefined operation like validate, cancel, edit… instantly by scanning it from the report printed from the manufacturing order itself.

1st on manufacturing

barcode4

Barcodes on manufacturing can be used to find and process the manufacturing via a scanner, where the user needs to scan the barcode of manufacturing displayed in the right upper corner. Once the user scans the barcode manufacturing will be open as detailed on the barcode number.

2nd Operations Manufacturing

barcode5

Above commands can be used to validate or perform actions defined on a page on the screen

FOR EVENT

This module adds support for barcode scanning to the event management system. A barcode is generated for each attendee and printed on the badge. When scanned, the registration is confirmed.

technical training

From the above screenshot, we could see that the minimum number of attendees could be 3 and the maximum could be unlimited. Tickets are created and after each registration, an email is sent to that person and then the ticket is scanned through a barcode, and only then the particular person could be eligible for that event.

Below is the way in which the tickets are scanned through barcodes. Technical Training is just an example of the event created.

barcode scanning

Please feel free to reach us using our contact form for any queries on Odoo and its related modules. You can also call us at +1 (858) 401-2332.

Row Level Security In Power BI With Different Database Instances

POWER BI
  • by bista-admin
  • Apr 20, 2017
  • 0
  • Category:

In this Blog, we will take you through how we can achieve row level security using Power BI. As a business user Power BI is a great data visualization tool. With its ease-of-use capabilities Power BI allows a user to create charts and visualization using many data sources. In an enterprise scenario, there may be multiple users using the same report. However, if they belong to different departments or regions, you may want to give them access to data specific to their department or region. Row level security allows you to specify which data is supposed to be accessed by which specific user.

To get row level security in Power BI for different database instances we need to create a DB-link in our database. DB-link is a one-way communication path between two different database servers which is used to access data from database either present on a single server or multiple servers. Power BI is a BI tool in which row level security can be achieved easily.

To create a link between two different database servers we need to fire a command in our database that will enable the database for DB connection (In our scenario we are considering the database as PostgreSQL.)

1) The command is – “Create extension dblink;”
The above command will load some new extensions in the database with the name as “dblink”. After firing the above command we will be able to connect to the database we want to connect with.  E.g. Fire the above command in database A so the database A  is now open for DB-link connection. Now we want database A to be connected with database B, for this to happen we need to create a connection from database A to B. The next command is for creating the connection between two different databases.

2) The command is – “select dblink_connect(‘myconn_B’,’hostaddr=<IP of database B> port=5432 dbname=<Name of database we want the connection with> user=<user name of the database> password=<Password for the database>);”

The above command will create a one-way connection between database A and database B.

The next step is to access the data from database B. We can do this by querying the database A that will access the data from database B. Since we are dealing with two databases, we need to have a unique identifier in both the databases that separates the two. If there is no such field which is different in both the databases then just create as pseudo field in our SQL statement as;  – “B” as branch in database B and “A” as branch in database A.

3) The SQL statement will be like:

 (

Select

“A” as branch,

category as category,

customer_name as customer,

location as Location,

lost_date as Lost_Date,

product_name as Product_Name

from lost_sales

)

union all

(

SELECT * FROM dblink(‘myconn_B’,’select

“B” as branch,

category as category,

customer_name as customer,

location as Location,

lost_date as Lost_Date,

product_name as Product_Name

from lost_sales’

) as

 t1(branch character varying, category character varying, customer character varying, Location character varying, Lost_Date as date, Product_Name character varying)

)

After creating and testing the above query with the output, go to your Power BI desktop application and in modelling section select the option manage roles. Create a new role, give it an appropriate name and click on the name of the dataset. From there select the field (in this case we will select the branch field) for users who only need to see the data for branch A. For those users select the appropriate data set name and select branch type [Branch]=”A” and to those for whom we just want to show data for branch B, type [Branch]=”B”.

Next step is to enable cross-filtering feature in Power BI.

4) Go to Files then Options and Setting and from that select Options.

file

In left panel, you will find various options available select Preview Features from those options and check the box which says Enable cross-filtering in both the direction for the direct query.

options

Restart Power BI desktop application before start using this feature.

5) Publish the report in Power BI app service (app.powerbi.com). In dataset menu on the left panel of the screen, click on appropriate dataset name, select Security.

refresh

There will be a list of all the roles created. Select the appropriate role and enter the email address of the person you want to share your data with. Create a dashboard with that report and share that dashboard by entering the email address of that very individual. The dashboard shared with all the individuals will be able to see the data specific to their role.

This is how row-level security can be achieved in Power BI. We hope you will like the blog and share with your network.

Please reach out to sales@bistasolutions.com for any query pertaining to Power BI, business intelligence or analytics solutions.

5 Hidden Costs to Include If You Want Your ERP Budget to Be a Realistic One

ERP Budget

Introduction:

While implementation of an ERP, apart from the visible cost for implementation as assistance, hardware, software, and training. There are certain hidden costs that are not predicted hence not quoted. To ensure smooth usage of the system it is generally advisable to have as much beforehand knowledge of the system as possible. Cost being one of the most crucial concerns in any engagement it extremely essential to ensure in the primitive stage that you do not miss any scope in the respect. The motive of this blog is to cover the important costs associated with any ERP implementation that should be considered in any ERP implementation but generally remain hidden.

Following are few such hidden costs:

  1. Employee time investment:

When you move to an ERP system it is essential to consider the time involved when your employee is invested in learning the system, developing new processes to ensure proper ERP Software Customization. This cost remains unquoted as the employees are already on payroll while the ERP customization is on but it cannot be ignored that while the employee is working on the ERP development related processes, their contribution to their roles and  responsibilities are hampered and Employee being the engine in any organization it is essential to consider any cost associated with them and their time towards ERP implementation.

  1. Senior Role involvement:

Time Provided by Senior Executives should also be considered as their leadership plays a crucial role in ERP implementation. Senior Executives should also provide motivation to make sure implementation is on the right track.

  1. Maintenance:

The completion of ERP Implementation does not conclude the process. When users actually start using the system that is when they actually come to know the system better. Since it is a new system if they do face difficulties and need support to learn using the system. Getting acquainted with the system is essential for the employees as they are the one who actually has to use the system hence the cost incurred for support cannot be overlooked. Certain ERP software charge and an annual fee for maintenance and support, hence apart from the implementation it is essential for judge beforehand the cost associated with Software upgrades. A software upgrade may at times come up additional functionalities or change in the current functionality. It is must that the employees are updated with new development to make sure they make the most of the system.

  1. Coping up with changing needs:

The business process might also change in an organization over the period of time and accordingly, the ERP software might also need to be customized to accommodate the new processes. Hence it is very important to consider customization cost to make sure the chosen ERP won’t cost much if any customization needed in future.

  1. Support Charges:

Learning functionalities of an ERP system may take longer time than usual so it may be possible that your organization may want extended support. It is important to take additional support cost into an account.

This may not be the entire list for calculating additional cost for an ERP implementation but mentioned point are important if any organization wants to estimate the cost by considering various aspects for an ERP implementation.

If you have questions about finding the right ERP system for your business, or how to properly budget for it, please contact us at sales@bistasolutions.com. Our experts will be happy to talk with you.

For any queries or feedback, you can reach us at feedback@bistasolutions.com

Manage your sales Taxes better in Odoo V10

odoo v10
  • by bista-admin
  • Apr 11, 2017
  • 0
  • Category:

Introduction

Calculating the correct sales tax for an order can be quite a complicated task. Sales Taxes not only differ from state to state but can also be different within the zip code.

Also sales taxes can be different across products e.g. some states don’t charge taxes on shipping even though they may tax the actual product being shipped. So began the hunt for a solution that was relatively inexpensive, comprehensive and accurate and we found TaxCloud which is completely free.

What is TaxCloud?

TaxCloud handles every aspect of sales tax management, from collection to filling.

Sales Tax Calculation

Calculates sales tax in real time for every state, county, city, and special jurisdiction in the US Keeps track of which types of products are exempt from sales tax in which states Monitors changes to tax rates and tax holidays and updates data accordingly.

Reporting Features

Provides monthly reports, broken down by jurisdiction (state, county, city, etc).Manages sales tax exemption certificates.

Automated Compliance

TaxCloud has been certified to provide registration, filing, remittance, and audit response in the following 24 states:

states

 

The TaxCloud integration allows you to calculate the sales tax for every address in the United States and keeps track of which product types are exempt from sales tax and in which states each exemption applies. TaxCloud calculates sales tax in real-time for every state, city, and special jurisdiction in the United States.

TaxCloud is one of the six companies that is certified with SSTA (Streamline Sales Tax Agreement) which provides assurance regarding the accuracy of their data and TaxCloud has integration with most of the leading software solutions like Magento. TaxCloud is free because it is paid by the states where they file taxes and transfer the funds. TaxCloud provides for reporting, filing of taxes and also handles exemptions in situations such as sales to non profits, etc.

Configuration

In Tax Cloud

  • Create a free account on TaxCloud website.
  • Register your website on TaxCloud to get an API ID and an API Key.

tax-cloud

In Odoo

  • Go to Invoicing/Accounting ‣ Configuration ‣ Settings and check Compute sales tax automatically using TaxCloud. Click Apply, in those settings, enter your TaxCloud credentials.

account

  • Hit Sync TaxCloud Categories (TIC) to import TIC product categories from TaxCloud (Taxability Information Codes). Some categories may imply specific rates.

tax-cloud

  • Set default TIC Code and taxe rates. This will apply to any new product created. A default sales tax is needed to trigger the tax computation.
  • For products under a specific category, select it in its detail form (in Sales tab).
  • Make sure your company address is well defined (especially the state and the zip code). Go to Settings ‣ General Settings and click Configure your company data.

How it works

Automatic tax assignation works thanks to fiscal positions. A specific fiscal position is created when installing TaxCloud. Everything works out-of-the-box.

This fiscal position is set on any sales order, web order, or invoice when the customer country is United States. This is triggering the automated tax computation.

s009

Add a product with a default sales tax. Odoo will automatically send a request to TaxCloud, get the correct tax percentage based on the customer location (state and zip code) and product TIC category, create a new tax rate if that tax percentage does not already exist in your system and return it in the order item line (e.g. 7.0%).

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How to create specific tax mappings using TaxCloud

You can create several fiscal positions using TaxCloud. Check Use TaxCloud API to do so. Such fiscal postions can be assigned to customers in their detail form in order to get them by default whenever they buy you something.

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TaxCloud is safe and secure, all TaxCloud APIs operate only under SSL protocol. In addition, TaxCloud issue a unique ID and key for every merchant store/shopping cart. It does not store any of your customer data on their servers.

With this connector for Odoo OpenERP, we believe there is now a solution that can assist in filing sales taxes accurately, increase productivity and reduce the risk of the audit without incurring a per transaction fee.

Please feel free to reach us at sales@bistasolutions.com for any queries on odoo and its related modules. Also, you can write us through feedback@bistasolutions.com and tell us how this information has helped you.

Odoo V10 Magento Connector

magneto connector

Introduction

This is the new release of the open source connector linking Odoo and Magento also known under the name of Magento ERP connector. It is built on top of the connector framework. It is structured so that it can be extended or modified easily from separate add-ons a factor of success when the implementation of Odoo varies a lot. Odoo V10 Magento connector is a part of OCA(Odoo Community Association). The connector is designed to have a strong and efficient core with the ability to extend it with extension modules or local customizations.

In other words, we could say that the core module contains minimal scope to run your eCommerce with Odoo and Magento. More advanced features can be installed using extensions.

Features:

  1. Import the address book and partners

  2. Import the categories of products with translations.

  3. Import sales order

  4. Import customer groups.

  5. Export the delivery order status

  6. Export the tracking numbers.

  7. Creating invoices on Magento and getting their numbers back.

  8. Export of stock quantities with the configuration of the warehouse and an option to use the stock field.

Automatizations

  1. Use the automatic workflows to automatize the workflow of sales according to the payment method(confirm orders, create and reconcile payments).

  2. Per payment method choose when the orders are imported(only when payment is captured/authorized)

  3. Use the exception of the sale to prevent the processing of sale orders with issues.

Odoo V10 Magento Connector Workflow

Odoo Magento Connector WorkflowWith the Odoo Magento connector, you can process your orders automatically by linking your e-shop to the Open source ERP.

Why choose Odoo for an e-shop?

  1. Data Synchronization:customers,products,stocks,orders etc.

  2. Workflows automation: logistics and financial workflows related to much other processing.

  3. Robust, designed to handle high volumes: several thousands of orders per day.

  4. Multishop, multi languages, multi-currency and multi stock

This Magento extension provides additional API methods for use by multi-website,multi-store,multi-product categories, etc.

The Magento Connector is made accessible as an effortlessly installable and configurable module for OpenERP. Clients can deal with various web-based business frameworks through a solitary interface and in addition numerous stores inside a solitary internet business framework.

Ongoing sync of the stock framework is commanded keeping in mind the end goal to keep up fast reaction time, while others are rendered configurable. This new form of OpenERP/Odoo-Magento Connector is a perfect, sans bug answer for organizations looking to successfully interface and synchronize their OpenERP framework with the element-rich Magento to address different custom necessities.

This Magento Connector construct that came about because of a decent comprehension of continuous business cases has empowered Bista to effectively deal with the coordination of different work processes, creating a few fulfilled clients.

Assist, the Odoo Magento Integration incorporated framework when sent on cloud facilitated servers ends up being a snappy reacting, exceptionally versatile, secure, and financially savvy innovative arrangement that helps you develop, as well as develop with you.

We Hope this detailed walk of the Odoo V10 Magento Connector helps you drive your businesses. For more insights on the connector get in touch with us through sales@bistasolutions.com.