Manage Your Projects in Odoo Project Management Module

By Using Odoo Project Management Module – Developed By Bista Solutions

Generally in the manufacturing industry, the process of manufacturing a complete product successfully is only possible if there is the availability of raw materials but managing the raw material is very difficult to overcome this difficulty Bista Solutions developed Odoo Project Management. Similarly in other industries also many assignments are always depended upon the completion of the subtask. but it is very difficult to maintain and track the list of those dependent tasks. To overcome the hectic process of managing raw material, products, supply lines, etc. Odoo Project Management automated the whole process with ease.

To simplify that, Bista Solutions has developed the Odoo Project Management module in which the user can track the status of the dependent task as well as the successful task.

Let us see the demo using Odoo.

Initially, login in your Odoo Account

Odoo Open Source

After login- In projects, you need to create a New Project.

Open Source ERP Implementation

Usually, after creating the project basic task are defined

Create the Task —>Go to Tasks —>Locate the Task and click on it.

Open-Source-ERP

Click on Dependencies

Open-ERP-Implementation

Now, under a successor, you will find a particular task that can be only completed after the completion of the main task.

In the below-given example, the task “A” (Fitting Choke/ Coil & LED to Ficture) is only possible after the completion of the Task “B” (Purchase of choke).

Open-Source-ERP-Customisation

Let us create the Predecessors.

Open-ERP-Provider

Now, here to complete the Task “C” (Create Ficture Capacity 20 Bulb) it is important to complete the Task “A” (Fitting Choke/ Coil & LED to Ficture)

Oddo-ERP-Implementation

Finally! Using the Predecessors and Successors module developed by Bista Solutions. we can bring more transparency to our Project Management with the help of Odoo Project Management.

With Odoo Project Management you can easily assign roles, tasks and can track the update of allocated tasks.

If you are looking for any customizations in Odoo ERP, you can email us on sales@bistasolutions.com or click here. Our representative will reach you within 24 hours.

Jaspersoft Integration with Odoo

Today for a Business owner, measuring the Business performance is one of the major challenges, getting the track of Business and developing transparency is again a difficult task.

To help such Business owners, Bista Solutions enables you with the Best Business Intelligence tool “Jasper Soft”, Jasper Soft is a comprehensive reporting tool which helps to create easy to use reporting dashboard as per the Business needs. And when you integrate this powerful BI tool with Odoo Open source ERP, the overall Business performance will definitely reach the sky.

Recently during Odoo customization “Bista Solutions” has integrated the Jaspersoft Software with Odoo,

Let’s us understand, “How to Access Business Intelligence tool “Jasper Soft” in Odoo”

Initially you integrate the Jasper Soft in Odoo, and after integrating the jasper software you will find it as a menu in Odoo ERP System.

The 1st step is to enable and sync all the users with jasper software, In order to do that: Go to settings – General settings – Sync All Odoo Users in Jasper.

jasper soft

The 2nd step is to select the user to whom you want to enable the access of Jasper Soft tool

Jasper soft BI

Click on Edit and then check mark on JasperSync Active to active the access

BI Tool

Now, Let us check the if the user is able to access the Jaspersoft from his Odoo

Login into the User Account

Jasper Soft

Hurry! The user is now able to access Jasper successfully using Odoo

business intelligence

These are the few Dashboards

Business Analytics

Business Analytics Dashboards

To request for a Demo, please contact us on:  +1 (858) 401 2332, or Email us: sales@bistasolutions.com

Odoo Implementation Experts

odoo implementation experts

Generally, when it comes to finding an Odoo implementation partners, you many find the number of company’s surrounded you and among them, we always want to choose the Best.

But sometimes it is difficult to know with whom you should tie up with? And followed, you would have many questions in your mind.

Wait…fetch a pen and paper and list down all the questions which are running through your mind, such as.

• The company which you were considering would be able to deliver on your vision?
• Would they go the extra mile or simply try to extend the project while burning through your development capital?
• Would they be able to understand your constraints and translate those into the technical requirements?
• Would they stay the course if things got difficult?

Take a warm breath and Consider Bista Solutions…

Bista Solutions is one of the leading and verified partners of Odoo since many years. We are the only ISO 9001 certificated partners with Odoo, and authorized with HIPAA compliant. Begin Gold partners for Odoo, we have implemented numerous high-quality Odoo Projects in USA, Canada and in India.

Bista Solutions has the proven records for customizing, integrating and implementing critical and unique solutions with Odoo for industries like


• eCommerce
• healthcare
• Manufacture
• Trading
• Telecom
• Retail and others.

Bista Solutions holds the strong capability of understanding your Business requirements and customize the each module’s such as Project management, CRM, Procurement, Warehouse, Accounting/Finance, POS and HR Management.

Let’s see what customers talk about Bista Solutions

Bista team sought to understand our vision and to deliver on the portions of that vision for which they were responsible.? Additionally, when other sections of the project unrelated to them ran into trouble, Bista gracefully and expertly assisted with our challenges to rescue a parallel project which had run aground. Maybe you are seeking a development team who will actively seek to understand and execute your vision.? If so, I would encourage you to seriously consider Bista Solutions as an option for your project.?

Guy Pallister, CTO, SymlSys, Canada

“The ERP solution delivered by Bista fits our business requirements very well, and provides an agile and affordable yet powerful solution that supports the business efficiently, “We are able to gain operational efficiency within our organization. This based solution has reduced our cost of ownership to levels more appropriate for a company of our size.”

MineRP, Donald Kloppers, Vice President Corporate Services

If you are new to Odoo Technology and looking for some experts for Implementations, Integration, and customization join your hands with Bista Solutions and we will deliver you the best suitable Business Solutions.

Bista Solutions also has the expertise to offer you solutions such as BPM, Business Intelligent, Big Data and Cloud ERP Solutions

To request for a Demo, please contact : +1 (858) 401 2332, or Email us: sales@bistasolutions.com

Easy Process of Returning Products in Odoo

RMA stands for “Return Merchandise Authorization.” It’s basically a feature of Returning Products and Goods which have already been sold.  Returning products in Odoo is kind of the agreement from the supplier to the customer for the exchange, return and refund of the Product.

Let us understand How RMA Module works in Odoo ERP Application

Login and go inside the sales menu, Click on RMA and create a return order

RMA-Module

• While creating Return Order you need to select the Return type depending on whether you need to Repair the product, need to exchange or you need a credit refund.

RMA

• Let us take the example of “Repair” RMA and Confirm the Return Order

RMA-Return

• After confirming, an incoming shipment will be generated. You to process the incoming shipment by Scanning and Receiving the product

Barcode Scanning

Barcode-Scanning

Product Receiving

RMA-Confirm

• To receive products, go into the quality control location and you will find the product.

RMA-method

• We need to transfer product from Quality Control to Repair Location.

RMA-Process

• Under Manufactring ———> Repair Orders

A Repair order is generated, confirm the repair order and process it to create a Delivery Order

RMA-Repair

• Click and Create Delivery Order

RMA-Delivery-Order

• Delievery Order is sucessfully Generate and After Repair the product is shipped back to Customer

RMA-Repair

Thank you !

If you have any questions or would like to implement Odoo for your business, you can reach us at sales@bistasolutions.com.

Multichannel Integration with Odoo (OpenERP) By Bista Solutions

SymlSys is a Canadian-based Mortgage Company.

Their expertise is in Mortgage lending and they are committed for building the long-lasting relationship with their customers.

The SymlSys team is made up of highly qualified mortgages professionals with an established industry presence.

SymlSys Objective

Mr. Guy Pallister, CTO of SymlSys had a very clear vision in terms of developing and customizing a CRM system.  He wanted a complex CRM Implementation which required deep integration to other existing software interfaces.

Mr. Pallister was looking for a development company with the ability to understand their vision and translate it into technical requirements.

As there was significant customization involved, he wanted a trustworthy company that could stay the course and complete a complex project.

SymlSys Decision

After going through a lot of research and discussions with a variety of development companies Guy made his decision to entrust the CRM and integration portions of their project to Bista Solutions, Inc.

Bista Solutions, Inc.

Bista Solutions is a dynamic software company providing world-class business solutions to a wide range of enterprises.

Bista Solutions Inc. is a Gold Partner of Odoo for the US/Canada region with an offshore development center in India.

The Challenge

There were many challenges during the project Development. For Bista, SymlSys was a very unique project.

We had five or Six third party applications integrated with Odoo. For these third party applications, SymlSys hired people all across the globe working in different time zones, using diverse methodologies.

It was important for Bista Solutions to coordinated with them according to the respective time zone and make this project a successful implementation.

Integrations | Strategy

There was a high level of customization done with the CRM module on lead to opportunity as well as the product forms. The look and feel of the ERP was designed to look very different from the standard Odoo version. Alternatively, it looks like their own custom built mortgage application.

To deal with the different time zones we structured a modular design strategy where modules were developed one at a time.  This allowed for better development flow. This strategy allowed for a successful project implementation.

We started with Atmail Integration for mail server integration.  Next we moved on to Morweb, Visdom web form, Equifax and UW applications.

We also made an online Task list wherein the client has the ability to upload their tasks every day and mark the tasks when finished. This gives the client clear visibility into the status and updates of the project on a daily basis.

In-depth Project Roles

Atmail : SymlSys was using external mailing application to manage their Emails. They wanted Odoo to connect with Atmail and fetch all contacts and calendar/event details from Atmail to Odoo.

Morweb : This is Canadian Mortgage applications that check the client details and assign an Application number for the mortgage application. It checks to make sure the customer has provided all necessary details.

Visdom : This is a SymlSys internal web form. An Odoo connector was developed with this web form.  It authenticates required details from Odoo onto the web form and vice-versa. This Visdom Web form was developed by the Bista Solutions Web team.

Equifax: Equifax is a Canadian Credit check application. Whenever users apply for a mortgage, Odoo Communicates with Equifax and returns a Credit score to OpenERP. This becomes an eligibility criteria for the user to proceed with a mortgage.

Underwriting App: This Application was for the underwriters of a Mortgage. Once the Mortgage has been approved the underwriters are assigned and they manage the client mortgage information and processing.

SymlSys Testimonial

The Bista Solutions team sought to understand our vision and to deliver on the portions of that vision for which they were responsible.  Additionally, The Bista Solutions team provided valuable guidance and assistance with an unrelated project managed by another party.

Recommendation:

Maybe you are seeking a development team who will actively seek to understand and execute your vision.  If so, I would encourage you to seriously consider Bista Solutions as an option for your project.   – Mr. Guy Pallister, CTO, SymlSys

Protect your Organization Data using Two-factor authentication

Odoo-two-factor-authentication

We are talking about two-factor authentication in Odoo which is one of the best ways to ensure that your account doesn’t get hacked.

Unfortunately, our system Passwords are not so secure as they used be. If someone gets your passwords, they can access your documents and information without any difficultly. Even also if your password is very strong it will not protect you completely.

At this time you may already started thinking several ways to protect your password,

Stop!! Be relax,

“Two- Factor Authentication” is only the super method to make sure your user is authenticated.

Bista Solutions is Customized Odoo Provider & Gold Partner of Odoo in USA, Canada and India.

This week we have added Two- Factor Authentication to Customized OpenERP, It will be an additional layer of security into your ERP System. To enable this access user should have Google Authenticator install in his smart phone

Let’s guide you step by step:

A) Process of Admin configuration with Two Factor Authentication

Step 1: If you have admin rights, you can create Two- Factor Authentication for your user.

Open Source ERP

Step 2: Enable Two Factor Authentication for User using Google Authenticator app:

Odoo Open Source ERP

OR

Step 2: Enable Two Factor Authentication for User using SMS:

ERP Open Source

Step 4: User will get Immediate Email on his registered Email Id:

ERP login protection

B) Process of User configuration with Two Factor Authentication

Step 1: User will scan QR Code using his Smart phone.

Step 2: User can get the secret key via SMS or by installing the Google authenticator app.

Note: Google Authenticator App, Which user will install in their Smart phones to get the key to login at the second step.

C. Login Step for User:

Step 1: Finally user can login in the OpenERP System.

Odoo ERP

Step 2: User will ask to add secret code password.

Note: This password would be for only one time use, we can also decide the validity time of each password.

ERP Security

Successful Login into Odoo

Odoo ERP login

If you’d like this and other customized services, get in touch. Bista Solutions is a longtime Odoo partner with years of experience implementing and customizing the software for businesses.

Modernise your Business with ProcessMaker

Business process maker

Make your Business Processmaker easy with the Open Source Business Process application “ProcessMaker”. The Process Maker application is very easy to use, cost effective and can be enabled and customized to meet your specific requirements.

ProcessMaker Features that Empower your organisation.

•  Comprehensive Toolbar to create document, Setup and design forms and customize work flows

•  Easy to identify problematic areas, helping to increase your workflow productivity and performance

•  Easily manage and coordinate with each and every department in your entire organisation

•  ProcessMaker makes it easy to connect and manage existing database application systems such as CRM, BI and ERP Management.

•  Integration of Third party applications is made easy through web services

Why ProcessMaker is better than other BPM Applications:

ProcessMaker is a totally 100% web based system. It is a unique application with highly expandable qualities which help you manage your Business more effectively. According to Specialists such as Business analysts and industry professionals, “ProcessMaker is very convenient to use compared to similar applications because it can run without any programming knowledge”. IT professionals and system administrators like it because they don’t have to devote long periods of time for developing and programming. End users choose it because it is really a very user friendly application. The most positive point about ProcessMaker is that the overall implementation cost is low but it has very high value results.

You Must Have the Right Partner for Integrating ProcessMaker

Bista Solutions is the Gold Partner of ProcessMaker in India. We are specialized in implementing customized ProcessMaker system solutions based on the client’s requirements. Bista Solution has its core expertise and a wide range of experience in integrating BPM Software Suite. You can completely rely on our ability; ProcessMaker Suite implemented by Bista helps your organization to achieve a quality outcome with less investment. Read on for more information about Bista’s capabilities with ProcessMaker implementation.

Best Odoo Gold Partners

Odoo Gold Partners

Bista Solutions is an Odoo Gold Partner with over 30 years of experience in Odoo implementation. Today, we’re proud to be one of the top Odoo service providers worldwide, with a long list of successful projects and happy clients. Our expert Odoo services help businesses grow and reach more customers.

Choosing the right partner is important—it ensures a smooth Odoo setup and helps you get the best return on your ERP investment.

An Odoo Gold Partner | Bista Solutions

Odoo Gold Partner is the highest level of the partnership hierarchy.

An Odoo Gold Partner is certified to implement and customize the Odoo platform. They are also authorized to provide licenses, offer yearly upgrades, and publish apps or modules on the Odoo App Store.

By following a clear and standardized process, Odoo Gold Partners tailor the platform to meet specific business needs, while keeping the core functions of the Odoo ERP intact.

Why Choose an Odoo Gold Partner?

By choosing the right Odoo service provider, you gain a reliable partner who will help you maximize Odoo and support your business success.

  • Provide IT products and services built around Odoo
  • Offer ongoing support and stay updated on the latest Odoo features and news
  • Deliver high-quality training programs and resources
  • Share expert advice for a smooth and effective Odoo deployment
  • Be recognized as a leader within the Odoo partner network

Our Odoo Service Expertise

Our deep technical expertise and extensive experience with Odoo ERP make us one of the top Odoo partners in North America. We specialize in Odoo implementation, integration, customization, and ongoing support, with a strong understanding of the entire Odoo ecosystem. We’ve helped many clients boost their business growth and meet their unique needs through our high-quality Odoo solutions.

Odoo Consultation

At Bista Solutions, we bring over 30 years of experience in providing expert consultation services to help our customers continuously improve their businesses. Our skilled consultants can develop custom application modules and tailor them to fit each client’s specific needs.

Odoo Implementation

Bista Solutions, an Odoo Gold Partner, offers smooth and user-friendly Odoo implementation tailored to your business needs. We provide end-to-end support to ensure a successful and seamless Odoo experience for our clients.

Odoo Customization

At Bista Solutions, we take the time to understand your need for additional features and identify the best way to meet those requirements. Our advanced customization services help you get the most out of your Odoo application, supporting you in achieving your business goals.

Odoo Integration

Odoo integration ensures that your Odoo platform works seamlessly with the unique tools and systems that support your business operations. Today, Bista Solutions stands as a top Odoo partner, known for delivering outstanding solutions and exceptional Odoo services.

Odoo Migration

Odoo migration lets users upgrade to the latest version of Odoo. Since Odoo is continually improved with new features and enhanced functionality, migrating ensures your business can take advantage of the latest tools and updates for smoother and more efficient operations.

Odoo Support

One of the key services Bista Solutions offers is Odoo ERP support and maintenance. We provide effective solutions for a wide range of technical issues that may arise in your organization. No matter the challenge, our team is here to help you find the right fix.

Awards & Recognition

Bista Solutions has consistently been recognized for excellence in Odoo services across North America, earning multiple prestigious awards:

  • Best Odoo Gold Partner – North America (2024)
  • Best Odoo Gold Partner – North America (2023)
  • Best Odoo Gold Partner – North America (2022)
  • Best Odoo Gold Partner – North America (2021)
  • Best Odoo Gold Partner – North America (2018)
  • Best Odoo Gold Partner – North America (2016)
  • Best Odoo Gold Partner – North America (2015)

Odoo Gold PartnersOur ongoing recognition highlights our commitment to delivering top-tier Odoo solutions and client satisfaction year after year.

Leverage Bista Solution As Your Odoo Implementation Partner

Choosing Bista Solutions as your Odoo Partner means partnering with a team dedicated to delivering a successful, tailored implementation that aligns perfectly with your business needs. We’re committed to providing smart, effective solutions that help drive your growth and long-term success.

  • 3 Decades of ERP Implementation Experience
  • Multiple Award Winner of “The Best Odoo Gold Partner In North America” (2024, 2023, 2022, 2021, 2018, 2016 & 2014)
  • 200+ Successful Custom App developments
  • Turnkey Project Management Approach 
  • 350+ Expert Developers at your service
  • 350+ Successful Project Implementations Completed
  • Most Trusted Odoo Gold Partners
  • Global Presence in 10+ Countries
  • 24/7 Support Available

Partnering with Bista Solutions as your Odoo implementation expert means gaining a trusted advisor fully committed to your success. With a blend of technical expertise, industry insight, and a customer-first approach, we deliver Odoo solutions that are perfectly aligned with your business goals.

Unlock the full potential of Odoo—contact us today!

Bista Solutions invites you to their America Tour!

OpenERP is hosting a presentation of its new Website builder and eCommerce in USA.This is a live platform for you to talk to us about your business needs. The time and location of the events are as follows:
• New York : March 11,2014 at 5pm
• Montreal : March 13,2014 at 2pm
• Los Angeles: March 18,2014 at 5pm
• San Francisco: March 20,2014 at 5pm
• Chicago: April 10,2014 at 5pm
• Miami: April 17th,2014 at 5pm

Agenda: The agenda of the presentation will be as follows:
• Welcome
• OpenERP demo with CMS and eCommerce
• Case Study by Bista Solutions
• Meet us and talk about your requirements!

About OpenERP: With over 750 modules, ranging from warehouse, HRM to CRM & SRM. The OpenERP solution offers a unique modularity. OpenERP gathers customers, partners, community members, investors and employees. They all support our efforts to transform the ERP and business application industry.
To register, click on the subscribe button as per your locations:


  • New York City

    New York City

    Tuesday
    March 11th, 2014
    5 p.m.

    Subscribe


  • Montréal

    Montréal

    Jeudi
    13 mars 2014
    14h00.

    Subscribe


  • Los Angeles

    Los Angeles

    Tuesday
    March 18th, 2014
    5 p.m.

    Subscribe


  • San Francisco

    San Francisco

    Thursday
    March 20th, 2014
    5 p.m.

    Subscribe


  • Chicago

    Chicago

    Thursday
    April 10th, 2014
    5 p.m.

    Subscribe


  • Miami

    Los Angeles

    Tuesday
    March 18th, 2014
    5 p.m.

    Subscribe

Sciencetech completes Odoo OpenERP integration with Magento Website

Sciencetech Completes OpenERP Integration with Magento Website (2014) Sciencetech Inc, a privately owned Canadian research and development company, with help from Bista Solutions, has finished integrating its new Open Source resource management software (OpenERP) with a brand new e-commerce site powered by Magento. Sciencetech offers a huge variety of spectroscopic, solar simulation, and far infrared/terahertz (THz) instrumentation, and so the process of integrating a single software package to handle both the front and back end of the business is considered a major advance for the small company. The initial steps of this integration involved switching the company over from its old manufacturing control software and client resource management program, MYSIS and ACT!, and combining the two into the single open source software package offered by OpenERP. This step i financed in part by the Government of Canada’s Industrial NRC DTAPP program, which provided both training and financial support for the shift.

“This is a big step forward,” says Sciencetech’s President, Scott Hafekost. “As a high tech company, having a modern and adaptable website is a priority for us. Our old website, which we built around a existing Drupel framework, functioned well enough for its time, but it was long overdue for a complete overhaul. But with only 35 people on staff, it was difficult to prioritize internal resources to get this done. This is why we reached out to Bista Solutions, who worked together with us to implement both OpenERP and the Magento website.”

By using one software package to manage both the manufacturing and sales portions of the company’s operations, Mr. Hafekost stated that a remarkable increase in efficiency has already been measured. Adding the functionality to update the website daily with information in their database is a critical step in the corporation’s goals of streamlining and modernizing operations.

“This integration is projected to make us upwards of 25% more efficient, and reduce overhead by a substantial amount,” Mr. Hafekost added. “Working with Bista Solutions, who are leaders in OpenERP and website integration, has been a critical component of this work. The result is better customer service, smoother internal processes, real time information tracking, and increased profitability. Bista Solutions onsite training was very helpful and cost effective”


“It is great to be associated with an innovative and high tech company such as ScienceTech. They have a very talented team of engineers who are passionate about technology. With OpenERP they have a solution that meets their current and future needs for a very reasonable price.” says Bista Solutions Director, Shahid Bandarkar