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Using Effective Analytics to Harness the Power of Big Data

by bista-admin
Dec 08, 2016
0
Category: Big Data, Big Data Analytics, Big Data in ERP, Big Data Solutions

Big Data – “Evolution”

“You can have data without information, but you cannot have information without data.” – Daniel Keys Moran. Here, the above quote defines itself the importance of data. Ignoring the data which leads to being a very costly bet for any kind business in today’s world.

Using effective analytics or big data tools hence becomes imperative to unlock the hidden power of data which take you to another world of explored information which is really mean to you and you did not think about ever.

Today, every Organization, Government, IT Firms and political parties, considering data as a new most useful currency and investing their time to unlock the insights of the data in respective fields which can be profitable if it is adequately mined, stored and analyzed.

Before, when the big data was not so familiar with us, we were just storing the data and applying some modules of analytics on that, we were doing some sort of modeling, transformation, and extraction of the data, but not as on the very large scale. We had a different module to deal with the huge heap of data but we did not aware with any globalized infrastructure.

The Internet and social media giants such as Google and Facebook began uncovering, collecting and analyzing a new type of data, that time even “big data” didn’t come into the picture until 2010. When the companies or researchers entered into the externally sourced data, which is basically drawn from the “internet” or “public data sources”, then they realised the need and importance of “big data”, that is where the big data comes into the picture, with the arrival of “big data”, new technologies and processes were developed to help companies to turn the data into insight and profit.

Big Data “Establishment”

The term Big Data is being rapidly used almost everywhere across the planet – online and offline. Before that the data stored on your servers or computers was only data until yesterday that was sorted and filed but today, the big data comes into the picture and your data turns into big data. The big data covers every piece of data which you have stored till now, no matter where you have stored or data is in which format.

How big is Big-Data?

Essentially, all the data combined is Big Data but many researchers agree that Big Data – as such – cannot be handled using normal spreadsheets and any regular tools of database management. It needs specialized analytical tools or infrastructure like “Hadoop”, database -NoSQL so that all the data can be handled in a single operation. The “big data” basically comprises into four big Vs which are Velocity, Variety, Veracity, and Volume.

Let’s dig out some more about “big data and a role of analytics”, the below figure help to visualize and understand the four big Vs involved into the big data and defines how big it is?

Big Data Infrastructure – “light speed processing & long term investment”

The Big Data infrastructure has its own importance in processing, storing and analyzing the data in a very efficient manner. Let’s have the overview of all the technologies in the Big Data framework. We’ll have the brief infrastructural approaches- what they are, how they work and what each approach is best used for.

HADOOP

Hadoop is essentially an open-source framework for processing, storing and analyzing the data. The fundamental principle of “Hadoop” is to distribute the data in various distributed file system and allowing processing and analyzing all the file system parallelly at one go. The part of this powerful ecosystem which makes it perform best among all are as follows:

HDFS- The default storage layer (distributed file system)
MapReduce- It executes the variety of analytics functions by analyzing datasets, parallelly, before reducing the results. The “Map” is responsible for query distribution to the nodes and the “Reduce” job is to gather the output and assemble it into the single value.
YARN- It manages the cluster in Hadoop and scheduling user applications.
Spark – It’s an upper part of the HDFS, works to speed up the processing speed 100 times faster than the two-step MapReduce function in certain applications. It is responsible for the processing the data within a second.

NOSQL

NoSQL, which stands for Not Only SQL, it covers the wide range of database technologies. It allows us to process the data dynamically and not only structured data but also semi-structured with low latency and gives us well-tailored data for the Big Data environment.

How the “analytics” harnessing the power of “big data”?

Big data analytics helps not only the big IT giants but it is also adopted by the small companies as well to harness their data and use it to identify new opportunities and insights. That, in turn, leads to smarter business decisions, more effective moves, and business expansions. In a report, Big Data in Big Companies, IIA Director of Research Tom Davenport interviewed more than 50 businesses to understand how they used big data. He found they got value in the following ways:

Cost reduction – Big data technologies such as Hadoop, database-NoSQL, and analytics bring significant cost advantages when it comes to storing or dealing large sets of data.
Faster, better decision making – Hadoop Ecosystem and Analytics, combined with the ability to explore new sources of data, a revolution in computations and decision making – make more accurate and reliable.
New products and services – With the accuracy and speed, it allows us to gauge customer needs and satisfaction. This technology allows us to launch new services and product more confidently.

Success Stories of “Predictive Analytics” with “Big Data ”

The data scientist team awarded $1 million in 2009 by Netflix to improve the recommendation system’s predicting sense – but how? The “mantra” was not new, and it was “when people work together things are better”. One team worked on slicing of data – Unstructured reviews and the other was working on to enhance the analytical algorithms. Overall they approached to customer analytics.
A machine-learned better than human doctors to diagnose breast cancer, by discovering the innovative method of machine learning, a branch of analytics, which consider a greater number of factors in a tissue sample.

Customer Analytics – Use Case

The big data analytics has contributed in every sector of the market, so let’s take one of them to understand the role and importance of the “big data analytics”. As we know the market is so competitive and your competitors looking for a chance to steal them away from you. In order to stop stealing your customers, you must have to be very sensitive towards your customers, you need to understand their needs or views, their social activities, likes or dislikes, only then it is possible to keep them safe and loyal to your brand.

Let’s dig out some more things about it to get the values of big data analytics, here the big data analytics comes into the picture to learn or to know almost everything about your customers, the unstructured data of their social activities – Facebook, Twitter or any other media, the purchasing pattern, their reviews about the product and any Internet of Things. Fortunately, in the era of big data, this has become much easier. The complications were especially with unstructured data coming from the web or IOTs, but now with the help of “big data analytics ecosystem” it is much easier to get the insights of the customer behavior, easy to predict their next move and we can analyze large datasets in real time as well. The rise of big data in the cloud solutions has made big data analytics accessible or more efficient.

Let’s take an example to understand the application of “big data analytics”, the question is –

How Walmart uses Big Data?

“Walmart”, the largest retail company, Walmart has a broad big data ecosystem. The big data ecosystem at Walmart processes multiple Terabytes of new data and petabytes of historical data every day. The analysis covers millions of products and 100’s of millions of customers from different sources. The analytics systems at Walmart analyze close to 100 million keywords on daily basis to optimize the bidding of each keyword. The main objective of leveraging big data at Walmart is to optimize the shopping experience for customers when they are in a Walmart store, or browsing the Walmart website or browsing through mobile devices when they are in motion. Big data solutions at Walmart are developed with the intent of redesigning global websites.

Walmart has transformed decision making in the business world resulting in repeated sales. Walmart observed a significant 10% to 15% increase in online sales for $1 billion in incremental revenue. Big data analysts were able to identify the value of the changes Walmart made by analyzing the sales before and after big data analytics were leveraged to change the retail giant’s e-commerce strategy.

Conclusion

Big data is a powerful tool for better understanding and catering to customers. With access to larger and more varied data sets. A major part of the world’s population has already begun his/her online journey, it is high time that the organizations should take one step forward to add a new chapter in the history of “big data analytics” and try to understand what the data wants to speak? If we can understand the language of the data and act on this, many things would be different. And obviously, this is not the end, it is just the beginning of new era, in the history of “Big Data Analytics” ever.

For more insights on implementing multi-currency accounting in NetSuite you can get in touch with us through sales@bistasolutions.com . You can also write your feedback on this blog at feedback@bistasolutions.com

Multi-currency Accounting Software Vital for Global Growth

by bista-admin
Dec 05, 2016
0
Category: Netsuite Accounting Software Demo

Global Expansion

Global expansion, for many organizations, is synonymous with getting to the next level and that is a very relevant one as well, but their potential for global expansion gets restrained due to one vital obstruction, the limits of their software, particularly financial software.

Excessive businesses find out that costly and prolonged deployment or boundaries of their financial software, mainly a lack of multi-currency GL accounting counters their intent of global expansion.

Frequent fluctuations in the exchange rates can cause further gains or losses in the general ledger although simply calculating exchange rates might seem easy. Furthermore, using spreadsheets for managing multi-currency GL accounting requires tedious means leading to errors and leave financial data soiled across the organization. Considering the global economy in operation, business with global ambitions i.e nearly all companies requires a software that can manage that requirement.

Cloud software

Cloud solutions provide a clear advantage with the fluid and continually worked upon tax laws and regulations. The Cloud software with routine updates can quickly adjust to the new laws and so the businesses running them. The VAT change in Europe is the best case. The businesses with global intentions can expand readily into new boundaries with such systems, their financial benefits, and the IT counterpart.

As they expand, global businesses feel the need for more than just the multi-currency GL accounting, like support for various languages, easy assistance in compliance with complex taxation and rules all the while combining the financials of subsidiaries and other entities of the business as well. But the multi-currency accounting functionality alone is not important to global businesses. They need quick deployment of those systems as they scale new boundaries. That is what makes the cloud-based architecture an important component.

NetSuite is one such cloud-based platform which effectively combines all the ingredients of a multinational, multi-lingual, multi-functional software into one. it is currently the world’s No.1 cloud ERP solution. By using NetSuite organizations can scale new boundaries, goals, and missions.

NetSuite base currency

As major a challenge exchange rates are, NetSuite exchange rates are as simple a solution. NetSuite foreign currency is wonderfully optimized as well. NetSuite provides a NetSuite base currency which can be used for any transaction or account thus providing the businesses with a wholesome cloud-based platform which never holds back its users. NetSuite implementation too is known for its simplicity and high customization with timely deployments at a very reasonable pricing which doesn’t burn the banks but provides you with a complete assortment of functionality and simplicity.

NetSuite recently announced the latest improvements to its cloud-based global financial software system support. NetSuite in more than 100 countries with support for 20 languages, configurable tax compliance, 190 currencies and multi-subsidiary management.

ODOO v10:Community vs Enterprise edition

by bista-admin
Dec 01, 2016
0
Category: Odoo 10

INTRODUCTION:-

Odoo (formerly known as OpenERP and before that, TinyERP) is a suite of enterprise management applications. Targeting companies of all sizes, the application suite includes billing, accounting, manufacturing, purchasing, warehouse management, and project management.

HIGHLIGHTS OF ODOO v10:

Just a couple of months back Odoo has launched its new version 10 with its new features.It has covered all modules with more improvements in manufacturing module.

Odoo 10 is a software suite where you will find “All Application under One Roof”.

Odoo 10 Community Vs Enterprise Edition

Odoo 10 Enterprise version has some exclusive new modules to name a few are ‘Help desk ’, ‘Odoo studio’, ‘PLM’, ‘Quality Management’ and so on . Through this blog we will cover some details about two of the enterprise module i.e., Odoo Help Desk and Odoo Studio. (For more general differences between Odoo Community vs. Enterprise, click here).

Odoo Help Desk:

This is a new module introduced with the release of Odoo 10.This module is basically for providing customers support and address the typical issues and queries they have.The Odoo Help Desk Module generates tickets by emails, or from a website form or any third party application and these tickets can be assigned manually or randomly between the teams members .The module also allows you to assign priority to tickets

It consists of following features:-

1.It is a ticket management application.

2.Process tickets through different stages to solve them.

3.Add priorities,types,description and tags to define your tickets.

4.Make an in-depth analysis of your tickets through pivot view in reports menu

5.The modules allows you to link your company help desk to a public FAQ/Forum or any site which is a knowledge base with relevant presentations or videos or blogs.

6.The module also lets you set the service level agreements for individual tickets that raised.

7. Last but not the least Odoo 10 Help Desk also automates Customer satisfaction survey.

Here are a few snapshots of the Helpdesk Module tanke from our Odoo 10 instance:

After creating a ticket Dashboard is seen as follows:

Odoo Studio:

Odoo Studio is also a new module introduced with odoo v10.Odoo Studio lets you create your own custom application (code-less) within minutes .We can add,remove or change any type of field directly in the interface,just simply select the view of the model you want to customize and you could then make changes easily..It consists of following features:-

1.It is a customization application.

2.It allows the user to customize most elements of user interface in a simple and graphical way.

3.Creates a new application(add module,top level menu item & default action.

4.Customize an existing application(edit menus,actions and views).

5.Use python code to develop advanced automations.The sky’s the limit.

6.Automate updates based on conditional statements. Example: set the priority field to ‘Urgent’ if no responsible is assigned after 5 days.

Here are some snapshots that we have taken from Odoo Studio Instance:

Bista Solutions has also developed its own Odoo 10 App – Account Payable App.For Odoo Version 10.0, this module shows the unapplied balance of Payments on the list and form view, with a filter to show payments with a positive unapplied balance.

You Can also download this app from Odoo App store from here

In the enterprise and community edition of manufacturing module(Odoo v10) there are some options included in the form of ‘Extra Features’ which includes the following..

1. Odoo 10 Master Production Schedule(MPS)

Enterprise edition : It uses MPS in order to create procurements based on forecasts.

Community edition:No need for MPS as products have short lead times.

2.Odoo 10 Product Lifecycle Management(PLM)

Enterprise edition: It manages engineering changes,features and documents.

Community edition:No PLM

3.Odoo 10 Maintenance

Enterprise edition:Preventive and corrective maintenance management.

Community edition:No maintenance machines and work centers.

4.Odoo 10 Quality Control

Enterprise edition:Manage quality control points,measures and checks.

Community edition:No quality control

For More details on Odoo 10 MRP,PLM and Quality Module you can view our Blog

Here is a detailed split up of Manufacturing module Community and Enterprise edition

We hope this snippet of on Odoo 10 HelpDesk and Odoo Studio helps you to get some insights on the very new Odoo 10. Stay tuned for more information on Odoo 10 .

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

Odoo (Open Source ERP) – Tableau Integration

by bista-admin
Nov 24, 2016
0
Category: Tableau Odoo Integration

Tableau with Odoo

Integrations of different platform technologies had always given improved results and better outcomes. So as a part of our continual improvement policy, we at Bista Solution had come up with an Integration between two of the popular technologies of their categories i.e. Tableau with Odoo. We successfully implemented this integration for one of our esteemed clients and have benefitted them by having a single login to Odoo and Tableau and the advantage of powerful visualization of Tableau into Odoo, under the same screen. They can now achieve Tableau reporting in Odoo.

So let’s understand something more about the

Tableau – Odoo Integration

So as we can see in the snapshot above, just like every other module there’s a new menu introduced under Odoo called “Visualization”. This contains the complete Tableau server view, which operates the same way as of a traditional Tableau server. That means with a single login you can access your Odoo and at the same time get all the analytical reports published on the Tableau server. It not only lets you access the report but also allows you to make changes to the report in the same way we perform on the Tableau server.

At the bottom of the Odoo page, a share and edit link is provided, and as the name suggests, with the Share link we can share our reports when clicking on the edit link it will direct us to a different page which will give the option for editing our existing report. So overall after this successful integration we have the flexibility of an open-source ERP with the powerful self-service BI tool integrated into the same.

So just like most of our successful implementation, we are confident that the Tableau – Odoo Integration would definitely bring more value to your business.

To know more about this you can see our video by clicking here.

For a similar type of implementation or if you have any further queries you can reach out to us at sales@bistasolutions.com or Contact us by filling out the form.

5 Most Important Manufacturing ERP Features

by bista-admin
Nov 21, 2016
0
Category: Enterprise Resource Planning (ERP), ERP Features, ERP Solutions, Open Source

ERP Implementation

While implementing an ERP system for your manufacturing processes, it is very important to select the right system that would take care of all your requirements like Quality Control, production control, Materials & Inventory Management, Multi-Plant / Site Operations, or Discrete vs. Process manufacturing. Following are a few of the important Manufacturing ERP features you should take under your consideration and select your ERP tool accordingly.

Executive Information System:

Manufacturing ERP features include tools and systems that provide greater transparency and supports decision-making for the daily management of the organization. Popular integration points include:

Costing
Business Intelligence (BI)
Finance
Human Resource Management
Supply Chain Management:

Program Management is one of the features of Manufacturing ERP which includes testing, lifecycle management, research, and product launch teams that can reap the advantages of an integrated system. SCM comprises of Electronic Data Interchange (EDI) for automated transactions, supplier performance management, logistics, and shipping. Key components of SCM are:

Warehouse Management
EDI
Vendor Contract Management
Logistics

Manufacturing Work Centres or Groups:

A work center is a group of people that perform a specific step in the manufacturing process. After you have defined a work center group, that work center can be assigned to cover specific steps in the manufacturing process. All the steps are accumulated in manufacturing ERP features or modules.

Quality Management:

Quality Management enables manufacturers to supervise quality through the manufacturing process.

Manufacturing Routing:

Manufacturing routing is a template that consists of steps essential to building an assembly item. Each step is in a sequential order important to complete the operational sequence for completing the assembly.

Manufacturing ERP Features or applications can have various features, and you may not inevitably need each feature mentioned above. Probably, based on your industry, there could be features that are not mentioned but you will need in your ERP manufacturing solution. However, the above-mentioned features can provide a good start.

We at Bista Solutions provide the world’s best Open Source ERP – Odoo 12. This amazing software is a One Stop Solution to manage your entire manufacturing process. From planning to scheduling to production to inventory management to quality control and so on. Odoo 12 for manufacturing has MRP PLM and Quality totally integrated with each other and enables smooth sailing through your manufacturing. Most importantly, Bista Solutions has accomplished a large number of integrations of third party applications along with Odoo to provide a complete package of manufacturing, accounting, E-Commerce, shipping services etc,

For any queries on Odoo 12 or any guidance on selecting the right ERP tool for your manufacturing processes get in touch with us through sales@bistasolutions.com or to write your feedback on this blog post, you can reach us at feedback@bistasolutions.com

Odoo 10 Quality Control Features

by bista-admin
Nov 14, 2016
0
Category: ODOO 10 : EXPLORE THE CHANGES

Odoo 10 quality control

The Odoo 10 quality control feature typically acts like a template for performing certain quality checks on some parameters in the system. The Odoo 10 quality control is an enterprise feature in Odoo 10. The most important feature of Odoo 10 Quality control is that it is well integrated with the manufacturing module as a result of which your manufacturing processes become even more smooth. The ability to QA/QC at various points in your picking workflows (incoming, internal movement, outgoing) will benefit a lot of Customers. You can require random, periodic (every X days) or complete tests that are either pass/fail or measurement within limits. You can assign this work to Teams and Individuals so they can perform checks, attach documents or photos, email others, etc.

There are mainly 3 defining points in Quality Control application in Odoo 10:

1. Control Points

2. Quality Checks

3. Quality Alerts

1. Quality Control Point

Control points in Odoo 10 – Automatically trigger quality checks at receptions, manufacturing operations or packing/delivery operations. This feature helps to define control points on various operations (e.g receipts, delivery order etc.) and control points (regular, periodic etc.).

2. Quality Checks

Quality Checks in Odoo 10 – Deploy your statistical process control easily with quality checks. This feature helps to group various control points and make an entire QC process on a particular Warehouse.

3. Quality Alerts

Quality alerts-Organize the quality team’s work using the Kanban of quality alerts, fully integrated with emails. This feature helps to work centre operator to generate Quality Alert in case of any unmatched requirements.

Benefit of Quality Control in Odoo 10:

As mentioned before the biggest plus point of Quality control in Odoo 10 is that it is well integrated with manufacturing and inventory
Odoo 10 quality control provides easy improvements’ follow up
Quality Control module also enables tracking of history
Tracking your quality control management’s result is also made simple in Odoo 10
Odoo 10 quality control enables efficient communication by sending alerts to workers.

Bista Solutions has also published a new Odoo v10 app – “Account Payment Balance”

For Odoo Version 10.0, this module shows the unapplied balance of Payments on the list and from view, with a filter to show payments with a positive unapplied balance. To download this module click here https://apps.odoo.com/apps/modules/10.0/account_payment_balance/

We hope this snippet of on Odoo 10 Quality Control helps you to get some insights on the very new Odoo 10. Stay tuned for more information on Odoo 10.

Top 10 Features to Consider for Any ERP Solution

by bista-admin
Nov 10, 2016
0
Category: ERP Solutions

ERP Software

Enterprise Resource Planning (ERP) software provides various important functions that integrate each department of a business all over the world by providing a real-time view of data and tasks. ERP efficiently manages every department processes for better decision making and progress of the organization.In this blog, we are presenting 10 must-have features Fast User Adoption & Easy to use of ERP

Before making an ERP investment, following qualities have to look for:

1.Fast User Adoption & Easy to use:

An ERP solution should be such that the users get acquainted with the flows easily and thus the company can make the most the ERP.

2.Modular & Comprehensive:

Because of the modular characteristics, an organization can utilize and pay for only those module which is required eliminating the need to pay for extra modules.

3.Platform scalability and flexibility:

An ERP system has to be flexible and scalable, meaning that it can be adaptable to new requirements so you need not replace it with another ERP system if any requirement emerges.

4.Corporate-wide visibility:

ERP system should be able to provide complete visibility in all the process across the various department in the organization.

5.Best Business Practices:

An ERP is efficient at following best practices if it can achieve an optimize solution in minimum steps. It makes the most of its fundamental features and ensures the increase in services and quality in reduced cost and minimum time.

6.Customer Relationship Management Integration:

CRM module is important and widely used in businesses. A complete CRM module makes certain proper management of lead, customer, opportunities and altogether better support to your customer and further progress of a business.

7.Finance and accounting:

An ERP system with an efficient finance management module provides financial reporting and tax requirements with a single accounting, payment systems and banking. It also provides managers with real-time information.

8.Powerful Business Intelligence/Decision Support:

One of the advantages of BI integration with an ERP system is the ability to give real-time look at the data to the manager so that they can take decisions in the short and long terms.

9.Mobile functionality:

An ERP solution should be such that it provides mobile access to its database and processes. Using such an ERP System, companies can ensure their employees get dynamic information the company processes.

10.Ease of integration:

Every business functions differently and therefore there might be some additional supporting software that needs to integrate with the ERP software in order to avoid using multiple software’s to manage one department. Hence it is essential to check the integration abilities of the ERP software.

Therefore we can conclude that an ERP system accelerates production, manages various components within an organization and thereby promotes the growth of a business. Hence choosing a right ERP system that has the above mentioned essential features and right ERP Solutions provider plays a crucial role in any ERP software implementation.

For details on choosing the right ERP for your business to reach us at sales@bistasolutions.com And for more queries or feedback on this blog, you can reach us at feedback@bistasolutions.com

Odoo – Magento Connector

by bista-admin
Nov 07, 2016
0
Category: Odoo Connectors

Before we discuss about Odoo Magento Connector make sure you have Magento 2.0 and Odoo v9 installed. Following Odoo Magento Connector Extension needs to be added at Magento side. Odoo Magento Connector uses JSON RPC to interact with Odoo in the backend. There is no extra code, plugin needed at the Odoo once we have our ( Odoo Magento Connector ) connector in place. It is mandatory to provide URL, username-password and database name details from Odoo end to get the connector up and running. Whenever a transaction or change in record happens these new/ updated records will be pushed to Odoo and vice versa. Transactions such as categories, products, orders etc.

How to track the Magento records in Odoo?

Odoo holds lots of data, so how do we track which records of Odoo and which is of Magento?

Here is how we can do it. Every time a record is inserted in Odoo there is a Magento id field which is the reference to the record in Magento using which we can filter the data. It covers integration for following:

Category Integration
Products Integration
Product Inventory Integration
Product Attribute and its values Integration
Customer Integration
Sales orders Integration
Currency Integration
Taxes Integration
Payment Method Integration
Delivery Method Integration
Invoices Integration
Pickings i.e. Shipment Integration
Cancel Order

Firstly, we need to add configuration details in Magento and test connection with Odoo.

Select OpenERP Configuration Tab under Bista Nav

Fill the required details to connect with Odoo

OpenERP Mapping menu in admin side will help you in synchronization of all the data with Odoo after enabling the module for the first time.

Following are the features on Odoo 9-Magento 2.0 Connector:

Category Menu

This menu shows you the Odoo and Magento category Id mapping and there is a Sync Categories button using which categories will be created/updated in Odoo.

Here on the categories can be synchronized as you operate on them when you save / delete category in Categories menu.

When saving (create/edit) category in Magento same will be created/updated in Odoo.

Products

T his shows list of product ids mapped with Odoo product ids.

Sync Products button throws all Product data from Magento to Odoo and Product will be created/updated in Odoo.

After Saving (create/edit) Product in magento it will be created/updated in Odoo.

Product Attributes

– It will throw all Product Attribute data from Magento to Odoo and Product Attribute & its values will be created/updated in Odoo.

After Saving (create/edit) Product Attribute in Magento it will be created/updated in Odoo.

And attribute value is as below

Customer

– It will throw all Customer data from Magento to Odoo and Customer will be created/updated in Odoo.

After Saving (create/edit) Customer in Magento it will be created/updated in Odoo.

Sales orders

– It will throw all Sales Order data from Magento to Odoo and Sales Order will be created/updated in Odoo.

After Saving (create/edit) Sales Order in Magento it will be created/updated in Odoo.

Currency

– It will throw all Sale Order/Currency data from Magento to Odoo and Currency will be created/updated in Odoo.

After Saving (create/edit) Sales Order/currency in magento it will be created/updated in Odoo.

Taxes

– It will throw all sales Order/Tax data from Magento to Odoo and Tax will be created/updated in Odoo.

After Saving (create/edit) Sales Order/Tax in magento it will be created/updated in Odoo.

Payment Method

– It will throw all Sales Order/Payment Method data from Magento to Odoo and Payment Method will be created/updated in Odoo.

After Saving (create/edit) Sales Order/Payment method in Magento it will be created/updated in Odoo.

Delivery Method

– It will throw all Sales Order/Delivery Method data from Magento to Odoo and Delivery Method will be created in Odoo.

After Saving (create/edit) Sales Order/Delivery Method in Magento it will be created/updated in Odoo.

To know more about ODOO MAGENTO connectors you can view this video

We Hope this detailed walk through the Odoo-Magento Helps you drive your businesses. For more insights on the connector get in touch with us through sales@bistasolutions.com and tell us how do you like this feature in Odoo through feedback@bistasolutions.com .

Top 5 Tricks to Keeping ERP Costs Down

by bista-admin
Nov 03, 2016
0
Category: ERP Features, ERP for eCommerce merchants, ERP Implementation, ERP Providers, ERP Solutions, ERP Vendors

There are plenty of ERP tools and systems available today in the market , each one offers different capabilities and the source code is available for most of them , having said that you have to pay attention to certain points so that minimum cost and time leads you with the Best Suitable ERP System for your Business. Here is how you can choose the right ERP system for your business and processes in place.

Choose the ERP tool in accordance with your Business Requirement

There are Open source as well as Paid Version of “ERP Tools” available in Market, with their own uniqueness and special Features, so while choosing ERP Tool For Business purpose one should choose a software that meets the requirements and it’s perfectly suitable according to their Business Structure

If the features and functionality required by the company is already available in any ERP Tool , the company go in for directly getting it implemented so the building cost of that functionality would be saved, but should ensure that all the features required by them in Their ERP System are available or feasible to be developed in that “ERP Tool” before making the Decision

2. Choose ERP Vendor Accordingly

After the selection of ERP Tool that is Based on one’s business Requirement , the selection of the ERP Vendor should be done , and during this selection one should take into consideration the “Successful ERP Projects” that ERP Vendor has delivered , Vendors Reputation in ERP Market, One should choose vendor as per the ERP Tool is chosen and Vendors ERP Projects Market Value

It is advisable to choose and ERP Company that has completed plenty of projects in their field and has resources who are aware of the risk involved and are able to resolve such risk, this will help you reduce the time and cost at the later stage of the system Development

3. Use Existing Feature OF ERP Tool

ERP Systems already have certain functionality for the business purpose, in order to Low Down The ERP Cost, The business Analyst should take into consideration the ERP Features already available , and customise those features if needed according to the need , Rather than entirely building up the feature from scratch so that the time and money are saved, The system Analyst should Analyze and do comparative study of available and required feature and should Plan accordingly

4. Avoid Rework

In Order to low Down the ERP Cost, the ERP Implementation Strategies should be such that , the System Design , Its Features , Functionalities should be Planned and tested for its Feasibility before actually building up the system , so the rework time would be saved.

Strategy To avoid rework of the ERP Implementation

-> The Functional Requirements should be documented appropriately

-> The Change control Procedures should be planned in order to handle the simple small changes in the system requirement

-> The Development strategy should be such that its should detect and prevent defects at the development level so to avoid defects in future

O if the Development of the system takes such factors into consideration the “Rework” Factor can be reduced or eliminated that ultimately reduces time and cost

5. ERP Vendor and User Communication

The User of the System and the ERP System Implementing company should keep communicating on all the aspects of the system functionality and development so that there is no assumption or lack of knowledge from the ERP company side about the system functionality that may incur cost and time at later stage,

The Deployment of the system should also be planned according to the Business requirement so that unnecessary server setup cost is not added.

Communicating about the maintenance and support and choosing the best suitable maintenance and support for the system so that software issues are solved immediately and save resource

By considering these five tricks may help you to Keep ERP Cost Down and develop a robust and dependable ERP system for your business.

Please feel free to reach us at sales@bistasolutions.com for any queries on ERP software and development of customized ERP systems keeping your business processes in consideration, also tell us how you like this blog post and how it has helped you to choose the right ERP system and thus to reduce your ERP cost through feedback@bistasolutions.com .

Odoo AvaTax Module User Guide

by bista-admin
Oct 26, 2016
0
Category: Odoo Sales Tax

Odoo AvaTax Module

Odoo provides integration with the AvaTax Calculation service, which includes sales tax calculation for all US states and territories and all Canadian provinces and territories (including GST, PST, and HST). The module is capable of automatically detecting origin (Output Warehouse) and destination (Client Address) then calculates and reports taxes to Avalara as well as recording the correct sales taxes for the validated addresses in your ERP.

This module utilizes core certified modules from Odoo as dependencies and will attempt to automatically (as Odoo modules typically do). The following dependencies will be installed: base, sale, account, account_accountant, and stock modules. This module also has demo configuration data to work with demo deployments as well. Once configured the module operates in the background and performs calculations and reports to the AvaTax server seamlessly. Avalara will give you access to the Avatax server dashboard when you call to get your test account or subscribe.

This guide includes instructions for the following elements:

Activating your organization’s Ava Tax account and downloading the product
Entering your AvaTax credentials into the Odoo system and Configure it to use the AvaTax Calc service Using AvaTax features within your ERP

Note:- Test the module before deploying in a live environment. All changes to AvaTax settings must be done by a user with administrative privileges.

Installation

Download the AvaTax Module: https://apps.openerp.com/apps/modules/8.0/bista_avalara_salestax/
Extract the downloaded file.
Upload the extracted directory to your configured Odoo modules directory.
Click the “Install” or “Upgarde” button.
Restart Odoo
Login as Administrator
Navigate to: Settings>>Installed Modules>>Search for AvaTax.
Click the “Install” button

To Configure AvaTax API

Navigate to: Accounting>>Configuration>>AvaTax>>AvaTax API
Click the “Create” button.
Fill out the form with Company Code, Account Number and License Key provided to you by Avalara.
Fill out the proper service URL provided to you by Avalara. (You may have two service URLs: One for the development/testing server and another for production transactions.)
Click the “Test Connection” button
Click the “Save” button.

You can further configure the module on this screen.

Other configuration options are:

Adapter

Request Timeout- Default is 300ms.
Enable Logging.

Address Validation

Attempt automatic address validation- Will perform automatic validation when performing tax computation. The other validation options (below) are not required and will be deselected but available.

Validate on save for customer profile – Automatically attempts to validate on the creation of customer profile update and creation. The last validation date will be visible and stored.

Force Address validation on customer profile save – In the case validation for the customer is required but not valid, the validation will be forced.
Return validation results in upper case – validation results will return in upper case form.

Avalara Submissions / Transactions

Order-level – All items on order are calculated as one transaction.
Line-level – Each line item in an order is calculated, displayed, and transacted separately.
Enable UPC Taxability – This will transmit Odoo’s product ean13 number instead of its Internal Reference. If there is no ean13 then the Internal Reference will be sent automatically.

Countries

Add or remove applicable countries. The calculator will not calculate for a Country unless it’s on the list

Disable

Disable Avalara Tax Calculation and reporting (reporting to Avalara’s dashboard and tracking).
Disable Avalara Tax reporting only.

Configure Exemption Codes

Exemption codes are allowed for users where they may apply, e.g., a Government entity.

Navigate to: Accounting >> Configuration >>AvaTax >>Exemption Code

The module is installed with sixteen (16) predefined exemption codes Add, remove and modify exemption codes

Product Tax Codes

Create product tax codes to assign to each product and/or product category.

Navigate to: Accounting >> Configuration >> AvaTax >> Product Tax Codes

Add, remove and modify product tax codes

Configure Taxes

The AvaTax module is integrated into the Taxes of Odoo. “AVATAX” is automatically added as a type of Tax to be applied. You can configure how ‘” AvaTax” integrates into the Odoo system.

Configure AVATAX Tax Type

Navigate to: Accounting >> Taxes

Select AVATAX from the list view (automatically added on module install)

Click the “Edit” button

Configure the AVATAX Tax Type with the proper tax account configuration for your system. Click the “Save” button

* Upon initial install the settings will be blank. The above image shows an example configuration.

Product Category Configuration

The Odoo product is typically assigned to product categories. AvaTax settings can be assigned to the product category. The category default tax code will auto-populate when a product category is created.

Create New Product Category

Navigate to: Inventory >> Configuration >> Products >> Product Categories.

Click “Create” button.

Configure Product Category Tax Code

Under AvaTax Properties >> Tax Code, Select the desired Tax Code.

Click “Save” button

Product Configuration

Individual products default to the tax code assigned to its product category, however you can change the tax codes if necessary. Tax calculations for a specific product can be disabled and will default to the product tax settings for the product category it belongs to.

Create New Product

Navigate to: Sales >> Products >> Products

Click “Create” button

Configure Product Tax Code

Under Category, select a Product Category

Under AvaTax Properties, the Tax Calculation check box is checked by default If you wish to change the Tax Code defined by the Product Category, do so under

AvaTax Properties > Tax Code

Click “Save” button

Customer Configuration

Properly configuring each customer ensures the correct tax is calculated and applied for all transactions

Create New Customer

Navigate to: Sales >> Customers.

Click “Create” button

Customer Configuration

Properly configuring each customer ensures the correct tax is calculated and applied for all transactions

Configure Customer Address

Enter Customer Address Select the AvaTax tab

Click “Validate” button.

Address Validation

AvaTax Module will attempt to match the address you entered with a valid address in its database. Click the “Accept” button if the address is valid

Tax Exemption Status

If the customer is Tax Exempt, uncheck the box Under Tax Exemption >>Is Tax Exempt Select the desired Tax Exempt Code from the drop-down menu

Customer Invoices

The AvaTax module is integrated into Customer Invoices and is applied to each transaction. The Transaction log in the Avatax dashboard shows the invoice details and displays whether the transaction is an uncommitted or committed status. A validated invoice will show an “Uncommitted” and a paid Invoice will show a “Committed” status.

The module will check if there is a selected warehouse and will automatically determine the address of the warehouse and determine the origin location. If no address is assigned to the warehouse the module will automatically use the address of the company as its origin.

Discounts are handled when they are enabled in Odoo settings. They will be reported as a net deduction on the line item cost.

Create New Customer Invoice

Navigate to: Accounting > Customers > Customer Invoices

Click “Create” button

Compute Taxes with AvaTax

Fill out the customer invoice as normal for Odoo You will note that under Taxes you should

Validate Invoice

After the taxes have been computed click “Validate” button

Register Payment

To complete the invoice click “Register Payment” button

Complete the Pay Invoice window

Click the “Validate” button to finalize the Customer Invoice

Customer Refunds

Odoo applies refunds as opposed to voids in its accounting module. As with customer Invoices, the AvaTax module is integrated into Customer Refunds and is applied to each transaction.

Refund Invoice transactions will be indicated with a negative total in the AvaTax interface.

Initiate Customer Refund

Navigate to: Accounting >> Customers >> Customer Invoices
Select the invoice you wish to refund
Click “Refund Invoice” button

Create Refund Invoice

Under Refund Method select “Create a draft refund” from the dropdown Click “Create Refund” button

You will be taken to the Customer Refunds list view

Validate Refund

Select the Customer Refund you wish to refund Review the Draft Refund and click “Validate” button

Register Refund Payment

Click “Register Payment” button to complete refund

Complete the Pay Refund window

Click “Validate” button to finalize the Customer Refund

Sales Orders

The AvaTax module is integrated into Sales Orders and allows the computation of taxes. Sales

Order transactions do not appear in the AvaTax interface.

The information placed in the sales order will automatically pass this information to the Invoice where the report of the tax calculation is to the Avalara servers and can be viewed in the AvaTax control panel.

Discounts are handled when they are enabled in Odoo settings. They will be reported as a net deduction on the line item cost.

Create New Sales Order

Navigate to: Sales > Sales > Sales Orders

Click “Create” button

Compute Taxes with AvaTax

The module will be calculated when the sales order is confirmed. At this step, the sales order will only retrieve the tax amount from Avalara but will not report the transaction to the AvaTax dashboard. Only Invoice, Refund, and pay activity are reported to the dashboard.

If you are looking for Odoo AvaTax integration contact us or email us at sales@bistasolutions.com.

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