Odoo Container Shipment Module

Odoo Container Shipment
  • by bista-admin
  • Jun 03, 2024
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Revolutionize Your Logistics with the Bista Container Shipment Module in Odoo 17

In the hectic world of logistics, effective container management is essential to maintaining a streamlined supply chain. With the new Bista Container Shipment Module for Odoo 17, businesses can now manage their container shipments with unprecedented ease and accuracy. This comprehensive module offers robust tools to improve purchase and stock management procedures while seamlessly integrating with Odoo’s ERP system.

Key Features of the Bista Container Shipment Module

  • Comprehensive Container Shipment Management:
      • Centralized Information Hub: Keep all your container shipment details in one place. This central repository makes it easy to access and update shipment information, reducing the risk of data discrepancies and loss.
  • Centralized Purchase Order Management
      • Container Status Button: In the purchase order form view, a new “Container” button provides quick access to the related container details, including shipment status, current location, and associated products. The button uses a “statinfo” widget to deliver up-to-the-minute information.
      • Receipt Status Grouping: A new filter groups orders by receipt status, allowing warehouse managers to track the exact status of containers and identify potential delays.

Odoo Container Shipment Module

 

  • Intuitive Stock Picking Workflow
      • Container Identification: The stock picking form and tree views are enhanced to label and identify containers explicitly. This improvement allows for faster identification and processing.
      • Batch Container View: The batch picking feature in Odoo is extended to provide a dedicated “Container” view, allowing warehouse managers to organize shipments at the container level and optimize space utilization.

Odoo Container Shipment Module

  • Seamless Integration:
      • Odoo Compatibility: The module is designed to work seamlessly with Odoo’s purchase and stock management modules. This integration ensures a smooth workflow across different functions, from procurement to inventory management.
      • Dependencies: By relying on ‘purchase_stock’ and ‘stock_picking_batch’, the module leverages Odoo’s existing capabilities to enhance your logistics operations without requiring extensive customization.

Odoo Container Shipment Module

 

  • Enhanced Security:
      • Access Controls: Protect your sensitive shipment data with robust security measures. Simply put, container management is protected with role-based access controls, ensuring that sensitive logistics data is only available to authorized personnel. This minimizes potential errors and improves data accuracy:
        • The module includes ‘ir.model.access.csv’ and ‘container_security.xml’ files that define user roles and permissions, ensuring that only authorized personnel can access and modify shipment information.

Odoo Container Shipment Module

      • Audit Trails: Keep track of all changes made to shipment data. This feature helps you maintain data integrity and accountability, making it easier to identify and address any unauthorized actions.
  • Detailed Reporting:
      • Comprehensive Reports: Generate detailed reports on container utilization, including shipment status/schedules, container contents, product distributions, and transit times. The ‘report_container_details.xml’ file provides a customizable template for creating insightful reports that provide valuable data for optimizing container usage and reducing shipping costs, tailored to your business needs.

Odoo Container Shipment Module

 

      • Data-Driven Insights: Use the reports to analyze your logistics performance, identify bottlenecks, and make informed decisions. These insights can help you optimize your supply chain and improve overall efficiency.
  • Intuitive Views:
      • User-Friendly Interfaces: The module provides intuitive interfaces for managing purchase orders, stock picking, and product views. These custom views (‘purchase_order_line_view.xml’, ‘stock_picking_batch_view.xml’, ‘product_view.xml’, and ‘stock_picking_view.xml’) are designed to simplify data entry and management, making it easy for users to navigate and perform their tasks efficiently.

Odoo Container Shipment Module

      • Enhanced Usability: The streamlined views reduce the learning curve for new users and improve productivity by minimizing the time spent on administrative tasks.
      • Container-Level Customization: Product views include data on each product’s respective containers, ensuring accurate stock planning, traceability, and streamlined inventory management.
      • Batch Line Filtering: Filter batch lines by specific products to identify which batches include particular items, speeding up decision-making during order fulfillment.

Benefits of Using the Bista Odoo Container Shipment Module

  • Improved Efficiency:
    • Automation: Automate repetitive tasks such as data entry, status updates, and notifications. This automation reduces manual workload and minimizes the risk of errors, allowing your team to focus on more strategic activities.
    • Streamlined Workflows: Integrate container shipment management into your existing processes, creating a seamless workflow that enhances overall efficiency and reduces operational delays.
  • Better Visibility:
    • Real-Time Monitoring: Gain real-time insights into your shipment statuses and container movements. This visibility enables you to track shipments accurately and address any issues promptly, ensuring smooth operations.
    • Transparency: Improve transparency across your supply chain by providing stakeholders with access to up-to-date shipment information. This transparency fosters better communication and collaboration.
  • Increased Security:
    • Role-Based Access: Implement role-based access controls to safeguard your shipment data. By restricting access to authorized users, you can protect sensitive information and reduce the risk of data breaches.
    • Data Integrity: Maintain data integrity with audit trails and detailed logs of all changes. This feature ensures that you can trace any modifications and verify the accuracy of your data.
  • Enhanced Reporting:
    • Customizable Reports: Leverage customizable reports to analyze your container shipment performance. These reports provide valuable insights that can help you optimize your logistics operations and improve decision-making.
    • Performance Metrics: Track key performance metrics such as delivery times, container utilization, and shipment accuracy. These metrics enable you to measure your logistics efficiency and identify areas for improvement.

Installation and Configuration

The Bista Container Shipment Module is easy to install and configure. Ensure you have the necessary dependencies (‘purchase_stock’ and ‘stock_picking_batch’) and follow the standard Odoo module installation procedures. Detailed configuration options are available within the module settings to tailor it to your specific business needs

  1. Install Dependencies: Ensure that the required modules (‘purchase_stock’ and ‘stock_picking_batch’) are installed in your Odoo instance.
  2. Upload the Module: Upload the ‘bista_container_shipment’ module to your Odoo instance.
  3. Install the Module: Navigate to the Apps menu, search for “Bista Container Shipment,” and click the Install button.
  4. Configure Settings: Access the module settings to configure options such as user roles, notifications, and reporting preferences.

Conclusion

For any company aiming to improve supply chain management and logistics, the Bista Container Shipment Module for Odoo 17 is an asset. With its comprehensive features, seamless integration, and strong security measures, this module is designed to take your container management to the next level via its more secure and transparent supply chain.

For warehouse managers and purchasing professionals, the Bista Container Shipment module enhances core workflows and integrates seamlessly with Odoo 17, ensuring your logistics operations are more efficient, accurate, and secure. 

Contact Bista Solutions to optimize your container management and improve your bottom line today!

Odoo Accounting Issues & How to Overcome the issues.

Odoo accounting issues
  • by bista-admin
  • Apr 22, 2024
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To avoid Odoo Accounting Issues, invest in the right solution that aligns with your business goals and supports your long-term growth. Bista Solutions offers a feature-rich Odoo Accounting Software, perfect for managing the finances of multiple business entities. Businesses can effectively manage their accounting operations while guaranteeing accuracy and compliance with its user-friendly interface, advanced reporting capabilities, and real-time financial insights.

Odoo Accounting Challenges and Issues

Data Integration

Integrating data from various departments within the organization is one of the biggest problems an ERP system experiences. It combines and synchronizes financial transactions from various sources

Data Traceability

The traceability of financial figures is another important Odoo accounting issue. Businesses may track financial data, find mistakes and anomalies, and make wise decisions with its advanced reporting and analysis solutions

Data Security

Financial and accounting fields frequently deal with private and sensitive data, including payroll, tax, and banking information. This sensitive data must be guaranteed to be secure and confidential by an Odoo ERP

Process Automation

Manual and repetitive processes are experienced in various domains, including budgeting, data entry, and payment processing. An Odoo ERP can automate services, reducing the risk of errors, and improving efficiency

How to Solve Odoo Accounting Issues?

  1. Scalability and Flexibility

Choose Odoo Accounting Software to scale with the organization and accommodate future requirements. It is also essential to customize the system to align with processes and workflows.

  1. Integration Capabilities

Choose Odoo Accounting Software to guarantee smooth data flow and get rid of data silos, integrate with other programs, such as payroll systems, CRM, and inventory management systems.

  1. User-friendly Interface and Training

User productivity and adoption are significantly influenced by usability. Finance teams need an easy-to-use interface and intuitive navigation to use the Odoo ERP accounting system effectively.

  1. Vendor Reputation and Support

An Odoo ERP implementation’s success depends on selecting a reliable vendor with a track record of success. Customers’ feedback and experience should be considered when evaluating vendors by businesses.

Notable Features Of Odoo Accounting Modules

  • Accounts Receivable & Payable
  • Access And Manage Multi-Corporations
  • Double-Entry Bookkeeping
  • Determine The Amount Of Tax
  • Implements International Accounting Standards
  • Make Bank Reconciliation Automatically

Best Practices To Overcome Odoo Accounting Issues

Align Processes with Finest Practices: 

Take the opportunity to align procedures with industry standards and make the most of the Odoo Accounting ERP system’s features to maximize productivity and precision.

Define Strong Goals and Ideas: 

Ensure the Odoo Accounting ERP system follows the business’s needs and clearly states the goals and objectives you hope to accomplish with its implementation.

Make Continuing Support and Maintenance: 

Make plans for the ERP system’s continuous maintenance and support. Maintain system updates and patches, and update and monitor the system regularly.

Monitor and Evaluate Performance: 

Continuously monitor Odoo performance Issues and evaluate the performance of theOdoo ERP system. Optimize efficiency and value by making the necessary improvements and modifications.

Stay Involved with the ERP Community: 

Engaging in the ERP community can offer you learning opportunities, best practices, and insightful information to improve your accounting operations.

Systematically Assess and Prepare Data: 

Make sure the data is accurate and clean by thoroughly evaluating what is currently available. To avoid inconsistencies, normalize the data as needed.

Why Choose Bista Solutions?

  • Bista Solution is an exceptional choice for Odoo Accounting, offering a comprehensive suite of features that seamlessly integrate financial processes.
  • With the help of pre-parameterized documents and templates, our Odoo ERP automatically creates accounting entries and enables you to enter different operations with assistance.
  • With the help of our advanced collection features, you can automate the kind of reminder you want to send your customers by defining rules based on the type of customer.
  • The minimum threshold regulations can be used to control overpayments. You can also handle questionable debts and payment irregularities through the accounting module.
  • Bista Solutions gives you all the keys you need to succeed with your Odoo specifications and can offer you other resources such as inventory management.

Get in touch with our Odoo accounting experts and get all issues resolved.

Odoo Training

Odoo Training
  • by bista-admin
  • Apr 16, 2024
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The Odoo Training enables users to effectively leverage Odoo’s capabilities for enhanced business operations and increased productivity.

Odoo is a prominent business management tool used worldwide for the operation of the business reliably and smoothly. Odoo Training empowers users with the knowledge and skills to optimize their use of the software, streamline business processes, and maximize the benefits of Odoo’s functionality.

Odoo Training provides you with the necessary expertise and confidence to leverage the full potential of the Odoo platform.

Key Features Of Odoo

  • Accounting and Finance
  • E-commerce
  • Human Resources
  • Inventory Management
  • Manufacturing
  • Point of Sale (POS)
  • Project Management
  • Sales and CRM

Odoo Training

The Odoo Training is completely devoted to clients, infrastructure providers, and end-users who want to achieve a deeper functional understanding of Odoo. This training covers:

  • Deep learning on all functional modules from Odoo Experts.
  • Get Trained with the Latest Editions and Versions in Odoo.
  • Learn to Install, Manage, and Organize with Basic Modules.
  • Learn How to Create and Customize with Odoo Studio.
  • Save time and Cost and Increase Business efficiency.

Types of Odoo Training

Odoo Training and types of training

  • Functional Training

The functional Odoo Training provides vast functionalities of Odoo modules to end users, partners, business analysts, and consultants.

Module-Specific Training: Covers various Odoo modules such as Sales, Inventory, HR, Accounting, and more

Workflow Optimization: Streamlines business processes, and workflows, and sets up automation to enhance efficiency

Reporting and Analytics: Generate reports, create custom dashboards, and extract valuable insights from Odoo data

  • Technical Training

Technical training mainly focuses on the developers to grasp knowledge for customizing and developing new ideas into the Odoo platform.

Customization: Creates custom modules, fields, and reports in Odoo and tailors the software to meet specific business needs

Integration: Provides insights into integrating Odoo with other software systems, APIs, and third-party applications

Database Management: Technical training includes database management, performance optimization, and troubleshooting

  • Corporate Training

Corporate training is intended for the corporate business firms who are using Odoo and for those who are planning to completely migrate their business operations to Odoo.

Customized Curriculum: Addresses the unique requirements and goals of the organization and focuses on business processes

Team Collaboration: Ensures that teams can work cohesively with Odoo, leading to improved communication and productivity

Scalability: Corporate training can scale as the organization grows, accommodating new employees and evolving needs

Odoo Training with Bista

Once the Odoo platform is successfully deployed, we offer training on the platform that is being developed for your business. We at Bista Solutions offer Odoo Training that will be helpful for the betterment of the operations to be run on the Odoo platform. To continue improving your abilities and business growth, stay updated, look for new resources, and connect with the Odoo community.

Our Odoo Training Program

We offer specialized Odoo Training sessions that address your needs in functional or technical areas. If you invest in new technologies like Odoo, a small training will improve the productivity and performance of the staff. At Bista Solutions, we have extensive experience offering training to our clients’ employees. These employees have enhanced their performance on the job and have been able to create better ideas for process improvement in their work by using the skills they learned in training.

Why Choose Us As You Odoo Training Partner?

  • Well-experienced Certified Odoo Consultants
  • Top Contributed to Odoo Apps
  • 20+ Years of Experience
  • Technical and Functional Expertise in all Odoo Modules
  • 250+ Expert Odoo Developer Team
  • Multiple Awards for “Best Odoo Gold Partner” (2023, 2022, 2021, 2018, 2016 & 2014)

Bista Solutions is one of the prominent Odoo Gold Partners and has won Odoo Best Partner across North America in 2023, 2022, 2021, 2018, 2016, and 2015. The well-defined and knowledgeable developers functioning under Bista Solutions, have been the prime contributing aspects for the development of the platform.

Train your Odoo users by Training them with Odoo experts, on how to successfully implement and manage your ERP application. Get Trained and Stay Ahead. Contact Us Today!

Odoo PowerBI Implementation: Integrate your Odoo with PowerBI

Odoo PowerBI Implementation

Odoo PowerBI Implementation: Integrate your Odoo with PowerBI: 

Odoo PowerBI Implementation facilitates you to track and analyze the growth of your business and helps you to make decisions in favor of your business.

With over five million users globally, PowerBI is a business intelligence system that has a user-friendly interface, scalability, and extensive data analysis options. Odoo Power BI Integration enhances Odoo’s capabilities by integrating several Odoo cases and databases easily. This unified data ecosystem enables smarter, data-driven decision-making by unlocking the full power of your information.

Our BI Analytics Solutions Allow You To:

  • Enhance cost-efficiency and productivity
  • Build stronger customer relationships
  • Optimize revenue-generating strategies
  • Monitor trends and discover anomalies
  • Forecast business opportunities
  • Identify new opportunities

About Microsoft PowerBI:

Microsoft PowerBI is a business intelligence tool that allows you to gather business insights from your on-premise or cloud-stored data. It connects your sources, visualizes what’s important, and helps you share that with anyone you want. PowerBI visualizes your data through immersive, coherent, and interactive dashboards that give you insights at scale and enable you to take strategic, actionable insights. With Microsoft PowerBI you can get all the business information from one simple screen. With Microsoft PowerBI you can easily build robust, reusable models over your data to provide consistency across reporting and analysis in your organization.

Odoo PowerBI Connector: Why is it necessary?

PowerBI, created by Microsoft, is a dependable business intelligence tool. It has become a popular business choice. Odoo is a comprehensive business management software that offers vast solutions. Businesses that integrate PowerBI with Odoo create Odoo PowerBI connectors. This module is capable of doing extensive data analysis. Sales information and work on factors that support their growth are also included. Odoo PowerBI Connector allows you to integrate Odoo with Microsoft PowerBI. This is a multi-workspace business intelligence tool. All models allow users to generate dynamic server actions.

Features of Odoo PowerBI Connector:

  • For effective management and integration, PowerBI workspaces are imported into Odoo
  • PowerBI allows you to create and export workspaces for additional reporting and analysis
  • Make table- and structure-filled datasets in Odoo, then export the data for PowerBI
  • Power BI dashboards and reports are imported into Odoo
  • It makes it possible to centralize reporting and visualization processes inside the Odoo platform
  • Enables the creation of filters to differentiate data from tables based on selected model fields
  • The PowerBI Table allows users to add or delete server actions
  • After the connection between Odoo and PowerBI, credential fields become read-only.
  • The chatter feature eases communication and collaboration among users about the record’s status

Benefits Of Using Microsoft PowerBI Integrations With Odoo: 

Easier Access to Data: Allow businesses to easily access and analyze their data, enabling them to make better decisions faster

Improved Reporting Capabilities: Improves decision-making processes by providing a clear picture of how different departments are performing against objectives

Increased Efficiency: Reduces human errors and ensures accuracy in reporting results for improved efficiency across departments within an organization

Cost Savings: PowerBI and Odoo integration eliminates the need for additional software licenses or expensive hardware upgrades that would otherwise be necessary for traditional business intelligence solutions

Increase Organizational Productivity, Agility, And Profitability With Bista Solutions

Organizations can boost efficiency, adaptability, and profitability by integrating Microsoft PowerBI with Odoo, which gives access to real-time data analytics. Users can generate insightful visualizations that offer important insights into their business operations through the integration of PowerBI. They can decide more swiftly and precisely as a result of this.

Additionally, the ability to connect multiple sources of data allows for deeper analysis of trends and patterns to identify areas for improvement. Furthermore, integrating with Odoo provides an efficient way to manage tasks and automate processes which can lead to increased efficiency and cost savings over time.

Top 5 Key Features Of PowerBI In 2024:

  1. Data Connectivity: With over 100 connectors, PowerBI ensures that your data sources are never out of reach. This connectivity versatility empowers users to consolidate data from diverse sources into a unified view.
  1. Data Transformation and Modeling: To develop relationships between tables, create hierarchies, and add calculated columns, use data modeling features of PowerBI. This sets the foundation for accurate and perceptive data analysis.
  1. Interactive Dashboards: PowerBI provides a rich set of visualization tools, from basic charts to sophisticated custom visuals. Explore statistical functions, machine learning models, and predictive analytics to predict trends and identify patterns.
  1. Advanced Analytics: Elevate your analysis with PowerBI’s integration of advanced analytics. Explore statistical functions, predictive analytics, and machine learning models to predict trends and identify patterns.
  1. Collaboration and Sharing: Explore different sharing options, including embedding reports in websites or applications, and understand how to maintain data security and governance while promoting collaboration.

Bista Solutions Microsoft PowerBI Services: 

PowerBI Integration: Our PowerBI specialists design, develop, and implement it to make it a flexible tool that meets your company’s needs and delivers immediate value.

PowerBI Implementation: Following a comprehensive business analysis and technology evaluation, we create a well-defined PowerBI implementation roadmap.

PowerBI Development: Integrating PowerBI visualization into external portals is one of our service offerings; this allows users who might not use the platform to validate embedded analytics.

Power BI Customization: We offer comprehensive report and dashboard customization, allowing clients to gain a multi-dimensional view of their datasets without leaving their virtual workspace.

Industries We Serve

Our Approach To Seamless Odoo PowerBI Integration:

  • 3 Decades of ERP Implementation Experience
  • Multiple Awards for “Best Odoo Gold Partner” (2023, 2022, 2021, 2018, 2016 & 2014)
  • 200+ Successful Custom App developments
  • 250+ Expert Developers at your Service
  • 350+ Successful Project Implementations Completed
  • One of the Most Trusted Odoo Gold Partners
  • Global Presence in 10+ Countries
  • 24/7 Support Available

With the help of Business Intelligence and data analytics tools and features inclusion, businesses’ complex tasks have become easier and more efficient. So, we at Bista Solutions provide high-end Odoo ERP development services for all sizes of businesses, companies, and startups. Our experienced team knows what kind of company needs what kind of solution to their problem. Thus, we go for specific kinds of strategies and innovative Odoo development services that mainly help in data analytics.

Odoo Purchase

Odoo Purchase

Any industry or business providing services or goods will have to deal with purchasing in one way or another. Odoo Purchase helps keep track of purchase agreements, quotations, and orders. Learn how to track orders, monitor purchase tenders, and automate replenishment.

Easily manage your suppliers & purchase orders with the powerful, fully integrated Odoo Purchase app with Bista!

Odoo ERP is the business solution you require to expand your business. Odoo ERP is the perfect choice for businesses as it offers great visibility and control over the business. Apart from the basic purchase factors, you can manage the vendor details, generate reports regarding the Purchases, and Configure Vendor Price Lists, and Purchase Agreements with the Odoo Purchase module. 

You can also keep track of Quotes, Order Statuses, Quantity Levels, and Expected Delivery Dates with the Odoo Purchase. You can save time by automatically sending RFQs and Pos to your suppliers based on your stock levels.

Let your Business flourish by avoiding unnecessary purchases and it will help Streamline Quotations and Purchase Orders.

The Odoo Purchase process involves the following features:

  • Manage Vendor
  • Manage the Vendor Purchase Agreements
  • Create a Purchase Price List based on a selection of the Vendors or a Group of Vendors
  • Manage Purchase Requisitions/Indents
  • Prepare Request for Quotation (RFQ)
  • Once the vendor has confirmed the Quotations, convert the request for Quotes to a Purchase Order
  • Two-level approvals on the Purchase order confirmation
  • Once the Purchase Order has been confirmed, it can only be printed or emailed to the Vendor
  • Receiving goods to a Purchase Order is possible
  • Receipt of Goods (GRN) without PO
  • Stock updates upon delivery of the goods

PURCHASE ORDER IN ODOO:

A Purchase Order is the first commercial document that a buyer issues to a seller, outlining the price at which the goods or services are to be purchased.

If you want to manage your purchase orders, then you can create purchase orders in an organized way with the help of Odoo. One of the main features of Odoo that makes Purchase Order Management easier is its strong grasp of inventory.  

MANAGE ORDERS: 

Monitor RFQs and Orders: Maintain the status of your Orders and Quotes, the quantity of the orders, and the anticipated date of delivery. Auto-complete when generating a draft invoice.

Manage Incoming Products: Identify the Quantity and Locations of each batch of items you receive and maintain track of your Stock.

Automate ordering: Create Procurement Rules to automatically place the necessary orders based on sales, minimum quantities required per location or supplier, stock levels, and other factors.

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Automate Your Purchasing Workflow

Simplify Procurement Streamline Order Processing Simplify Invoice Management Improved Supplier Management
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Easily Manage Suppliers & Purchase Orders

Capacity to Create and Manage Supplier Profiles Automated Purchase Order Creation Inventory Management Invoicing Dashboards Maintain a Database of Supplier Information Manage Orders from Purchase to Delivery Track Supplier Performance
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Supplier Price Lists & Product Availability

Purchase Decisions by Comparison Can Easily Import Price list and References Keep Track of Product Availability Check Order Status Stay Competitive in the Market
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Get the Best Price by Negotiating with Several Vendors

Simplifies Purchasing Process Tools help in Evaluating the Best Offer Analyze the quality of your Vendors Allows to buy goods at a negotiated price Helps in a consistent supply of goods
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Analyze, Forecast, and Efficiently plan your Orders

Allows to make Data-driven Decisions Provides Accurate Statistics on important Metrics Integrates purchase with Analytic Accounting Determines the best possible Return on your Investment Optimize your Purchasing Process
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Analyze, Forecast, and Efficiently plan your Orders

Allows to make Data-driven Decisions Provides Accurate Statistics on important Metrics Integrates purchase with Analytic Accounting Determines the best possible Return on your Investment Optimize your Purchasing Process
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Fully Integrated with other Odoo Apps like Inventory, Accounting, and Invoicing

Efficient Purchase Management Smooth Flow of Data Reduces Errors Helps in streamlining Business Processes Easy Integration with other Apps

HOW ODOO PURCHASE CAN MAKE YOUR PROCUREMENT PROCESS MORE EFFECTIVE:

Make sure the Star Product is always in Stock: In Business Management, it is important to ensure that the products your clients require are always available when they need them, no matter what industry the company operates in. Odoo created the Reordering Rules to ensure the daily availability of material inputs.

Buy More, Save More: Odoo can make shopping more exciting, regardless of our primary goal of selecting the supplier with the best proposal or ensuring deliveries on time. The market is always Changing, and Purchase Agreements give us the ability to negotiate and agree on Purchases with Suppliers.

There are two types of Purchase Agreements:

Call for Tender:  Enables you to get the best deal by requesting offers from various suppliers.

Blanket Order: Permits you to plan several delivery dates at predetermined prices within a time frame, ensuring that the price remains the same even if purchases are made on different dates.

Prepare your Purchases in Advance: By using this feature, which provides you with your suppliers’ delivery times, you can speed up receptions and plan deliveries ahead of time to prevent delays.

 Only Pay for what you Receive: With the help of Odoo Purchase’s 3-way matching feature, you can determine which invoices need to be paid by comparing the data found in the Purchase Order, the Supplier’s Invoice, and the Warehouse Receipt.

Make-to-Order (MTO): Whether you choose to keep an inventory of a product in reserve for Operational or Financial reasons, the Make-to-Order feature initiates the creation of a Draft Purchase Order associated with that product. Odoo allows you to do it easily in one step.6.

 Dropship: With Odoo’s Dropship feature, we can order products directly from suppliers and have them delivered to customers.

Odoo Purchase

UNLEASH YOUR GROWTH POTENTIAL: 

Automated Workflows save time and effort, allowing businesses to focus on what matters most. Businesses can forecast and plan their orders more effectively by using Reporting and Purchase Analysis, which offers insightful information about buying Trends. Additionally, Businesses find it simple to manage their operations from a single platform by seamless integration with other Odoo apps like Inventory, Accounting, and Invoicing. Odoo is an excellent choice for companies trying to increase Profitability and expedite their Purchasing Procedures with all these features.

Odoo offers a User-Friendly Interface for Managing Purchase Orders. All Purchase Orders, Quotes, and other documents are beneficial to the company when they are stored on Cloud-based Platforms. The investor can monitor the operations on the road, ensuring Strict Surveillance to improve Employee Efficiency. Bista Solutions being the Best Odoo ERP Consultant offers you support for a tailor-made ERP Solution.

Odoo 17 Launched

Odoo 17

Unveiling Odoo v17: A New Era of Business Efficiency with Bista Solutions

Welcome to Bista Solutions’ exploration of the much-anticipated Odoo v17. As an Odoo Gold Partner and recipient of the Odoo Best Partner award across North America in multiple years, including 2023, 2022, 2021, 2018, 2016, and 2015, we are excited to introduce the latest enhancements and features of Odoo ERP.

A New Threshold in ERP Solutions

Odoo v17 marks a significant leap in the evolution of ERP systems. With this release, Odoo continues to demonstrate its commitment to providing comprehensive, user-friendly, and efficient business solutions. Let’s dive into the key features that set Odoo v17 apart.

Enhanced User Experience

Odoo v17 brings a sleeker, more intuitive user interface. The streamlined design not only enhances visual appeal but also improves navigation efficiency. This translates to quicker task completion and a more enjoyable user experience.

Advanced Analytics and Reporting

Data is the lifeblood of decision-making, and Odoo v17 strengthens this aspect. The new version offers advanced analytics and reporting tools that provide deeper insights into your business operations. These tools enable you to make data-driven decisions with greater precision.

Improved Inventory and Warehouse Management

The inventory and warehouse management modules have undergone significant enhancements. Odoo v17 introduces smarter algorithms for inventory forecasting, improved warehouse layout management, and seamless integration with various logistics services. These features ensure better stock optimization and operational efficiency.

Robust Accounting and Finance Tools

Odoo v17’s accounting module has been overhauled to offer more robust financial tools. The new features include streamlined invoice processing, enhanced tax management capabilities, and advanced financial reporting. These improvements help in achieving greater accuracy and compliance in financial operations.

Seamless Integration Capabilities

Integration capabilities have always been a strong suit of Odoo, and v17 takes it a notch higher. The new version offers enhanced API integrations, allowing for smoother connectivity with third-party applications and services. This means more flexibility in tailoring your ERP system to your unique business needs.

Mobile Optimization

Recognizing the importance of on-the-go access, Odoo v17 is more mobile-friendly than ever. With improved mobile optimization, users can efficiently manage their business operations from anywhere, at any time, directly from their smartphones.

Sustainability Focus

In line with global trends, Odoo v17 incorporates features that help businesses in their sustainability efforts. From resource-efficient processes to sustainability reporting, Odoo v17 supports your green initiatives.

Bista Solutions: Your Trusted Odoo Partner

At Bista Solutions, we understand the importance of having an ERP system that not only meets your current business needs but also scales with your growth. As an Odoo Gold Partner, we are well-equipped to help you harness the full potential of Odoo v17. Our expertise in customizing and implementing Odoo solutions ensures that your transition to or upgrade of Odoo v17 is smooth and beneficial.

To explore all the features and enhancements of Odoo v17 in detail, we invite you to visit Odoo’s official v17 release notes.

With Bista Solutions, you are choosing a partner that has consistently been recognized for excellence in Odoo implementations. Let us help you transform your business operations with Odoo v17 – a step into the future of efficient business management. Contact us today, and let’s get optimizing!

Odoo 17

Bista Solutions is the 2023 Odoo Partner of the Year in North America!

2023 Odoo Gold Partner of the Year in North America

Bista Solutions is North America’s 2024, 2023, 2022, & 2021 Odoo Partner of the Year!

We won again, Awarded As The Best Odoo Partner 2024 North America.

Hello and welcome to an exciting update from us here at Bista Solutions!

We are thrilled to announce that Bista Solutions has been honored as the Odoo Partner of the Year for North America in 2024 & 2023. This is not just any win – it marks our sixth time receiving this prestigious award, a feat that fills us with immense pride and gratitude.

Our journey with Odoo, a leading all-in-one ERP software, has been one of passion, dedication, and relentless pursuit of excellence. This award is a testament to the hard work and innovative spirit of our team. Each member of Bista Solutions has played a crucial role in this achievement, demonstrating an unwavering commitment to delivering top-notch ERP solutions. And of course, our customers who have played a huge role in our success, by trusting us to optimize their business operations and deliver on our word.

What sets us apart in the ERP industry is our unique blend of technical expertise and deep understanding of diverse business processes. Our approach has always been to not just provide solutions but to create value for our clients. Whether working with startups or established enterprises, we have consistently tailored our services to meet the evolving needs of our clients, helping them streamline their operations and achieve their business objectives.

As an Odoo Gold Partner, we have had the advantage of early access to the latest features and developments in ERP technology. Our team is not only technically proficient but also holds numerous certifications and accolades, further solidifying our position as industry leaders.

But, our achievements are not solely defined by the technology we use or the awards we win. At the core of our success is our client-centric philosophy. We believe in building lasting relationships with our clients, understanding their challenges, and offering strategic solutions that drive real business growth.

This latest accolade of Odoo Partner of the Year is a recognition of our commitment to excellence, innovation, and client satisfaction. It motivates us to continue pushing the boundaries in the ERP space and to keep delivering solutions that make a difference.

We want to extend a heartfelt thank you to our clients and partners for their trust and support. Your belief in our abilities has been a key driver of our success. We also want to acknowledge the incredible dedication of our team members, whose expertise and hard work have made this achievement possible.

As we celebrate this milestone, we are excited about the future. The world of ERP is constantly evolving, and we are committed to staying at the forefront of this change, delivering solutions that are not just cutting-edge but also strategically aligned with our clients’ needs.

Thank you for being part of our journey. Here’s to more success, innovation, and partnership in the years to come!

Awarded as  "The Best Odoo Gold Partner  North America 2024
Awarded as  “The Best Odoo Gold Partner  North America 2024

Warm regards,

The Bista Solutions Team

Odoo SureTax Integration: The Key to Efficient Tax Management

Odoo SureTax Integration

Accurate tax calculation and compliance are crucial for the success of any business. Manual calculations can be complex, time-consuming, and prone to errors. However, by integrating Odoo with SureTax, a business can streamline its tax processes. With automated calculations and compliance assurance, Odoo SureTax Integration not only frees up valuable resources for core operations but also simplifies tax management, eliminates errors, and provides real-time updates on tax rates. It’s a game-changer for efficient and accurate tax operations.

What is SureTax?

SureTax is a powerful tax calculation tool that simplifies and automates tax operations. It offers multiple features that make it an excellent solution for tax calculation in Odoo. For instance, SureTax can handle complex tax regulations and calculations, taking into account variables such as jurisdiction, tax rates, exemptions, and product classifications. One notable feature of SureTax is its real-time tax rate updates, ensuring accurate computations by keeping you up to date with the latest rates.

How does Odoo SureTax Integration Benefit your Business?

 

    • Streamlined Tax Processes: Integrating SureTax with Odoo automates tax calculations, streamlining processes and saving valuable time and resources for your business.
    • Enhanced Accuracy: The Advanced tax calculating features of SureTax guarantee accurate computations. For sales transactions, invoicing, and financial operations, businesses can rely on precise tax amounts, lowering the chance of compliance problems.
    • Real-Time Updates: To keep companies informed of the most current changes, SureTax offers real-time information on tax rates. This guarantees precise computations using the most recent tax rates, preventing any errors or compliance problems.
    • Simplified Tax Compliance: SureTax assists companies in maintaining tax compliance by complying with tax laws and regulations. It minimizes the likelihood of non-compliance and related fines by automatically applying the proper tax rates, exemptions, and jurisdictional requirements.
    • Seamless Integration: The seamless integration of SureTax with Odoo enables businesses to effortlessly exchange data between the two systems. This ensures a smooth flow of information, allowing businesses to conveniently access and utilize SureTax’s powerful tax calculation functionalities within their Odoo ERP system.
    • Reporting and Audit Trail: SureTax offers precise reports and documentation, which simplifies tax reporting and facilitates audit trails. This helps firms keep correct records and establish compliance during audits or regulatory assessments.

Key Features of our Integrated Odoo SureTax Solution

    • Easy SureTax Configurations

With our Odoo integration solution, accessing the comprehensive SureTax configuration model in Odoo is effortless. Our Odoo SureTax Integration also includes configurable parameters that can be adjusted according to your specific requirements. This flexibility allows for seamless integration with both the test and production environments, streamlining the tax calculation process.

Odoo Suretax Integration

    • Tailored  Fetching Preferences

Our Odoo SureTax integrated solution empowers you with customizable fetching preferences, allowing you to configure the integration according to your specific requirements. With this flexibility, you can easily exclude specific taxes for certain products or scenarios, ensuring accurate tax calculations. By checking the “Skip Sure Tax” checkbox, you can exclude that specific tax from being fetched.

    • Handles Tax Exemption 

Our integration solution also offers a seamless method for managing tax exemptions. Whether you have customers who qualify for tax exemption or need to handle tax-exempt transactions, our Odoo SureTax Integrated system provides a streamlined process. By filling in the necessary tax exemption details, such as state tax authority, certificates, and the effective date range, you can configure the system to automatically exclude the applicable taxes.

    • Accurate Tax Calculation

Effortlessly generate accurate tax calculations with our integrated solution. Select the customer, configure tax applicability for the relevant product, and let our system automate tax determination.

    • Cross Verification with SureTax 

Our Odoo SureTax Integration offers a seamless cross-verification process with SureTax, guaranteeing precise tax calculations and adherence to tax regulations. Gain peace of mind by easily verifying tax details using the master transaction ID and transaction ID within SureTax from the customer Invoice in Odoo.

    • Automated Invoicing

With this feature, the system automates the invoice generation process, saving time and effort. Tax details are automatically fetched, eliminating manual intervention and streamlining the invoicing workflow.

    • Transparent Customer Invoice View

Our Odoo Sure Tax Integration provides customers with a clear and comprehensive view of their invoices. It displays product details along with the corresponding tax information, enhancing transparency and enabling customers to review and understand their charges.

    • Seamless Handling of Tax-Exempted Customer

Our Odoo SureTax Integrated Solution handles tax exemptions for your eligible customers seamlessly. It automatically identifies tax-exempted customers and excludes applicable taxes from their invoices. This ensures accurate billing and compliance with tax regulations, simplifying the invoicing process for both the business and the customer.

Bista Solutions: Your Trusted Partner for Odoo SureTax Integration

As a Gold Partner, Bista Solutions proudly meets the rigorous standards set by Odoo for exceptional quality and unwavering customer satisfaction. When it comes to selecting an Odoo SureTax Integration Service for your business trust in our proven track record and commitment to excellence.

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

Unlock the next level of success in Tax Management with our powerful Odoo SureTax Integration. Contact Us Today!

ERP System For Non-Profit Organization

RP For Non-Profit Organization

Implementing a Non-Profit ERP System to Uphold Your Mission: Key Considerations and Features:

As a Non-Profit Organization, investing in an ERP solution can be a tough decision, especially when every penny counts towards your cause. However, it’s crucial to understand the bigger picture and the benefits of the Right Non-Profit ERP solution for your organization. Therefore, taking a thoughtful approach and considering all the factors before choosing the right ERP solution that aligns with your organization’s goals and objectives is important.

What process you should follow to choose Ideal Non-Profit ERP Solution?

Firstly: Understanding your Mission: 

The unique need of every Non-Profit Organization speaks of unique challenges they face depending on their process. So it becomes crucial that you understand your business process before you choose any  Non-Profit ERP  to implement. 

  • Determine your organization’s basic principles and mission.
  • Determine what kind of effect you want to have on the world.
  • Analyze any potential risks or limitations to your mission.

Secondly:  Map out your business process: 

Investing in the right Non-Profit ERP can certainly pay off in the long run. Still, it’s important to invest wisely in a solution after a thorough evaluation of your existing business processes and workflows.

  • Identify your organization’s target beneficiaries.
  • Determine the programs and services your organization offers to support your mission.
  • Consider any plans for future expansion or changes to your programs/services.
  • Analyze and document all organizational processes and workflows.
  • Identify areas for improvement and optimization within your processes.

Lastly: Find the Non-Profit ERP Solution with specific functionalities:

The final step is to choose the Ideal Non-Profit ERP, but before you do so, you must determine which features are essential to achieve your goals. We have experienced consultants with experience in Non-Profit ERP  implementation and consulting. We can help you discover the precise functional requirements you want in your ERP solution.

  • Effectively manage financial resources and donor funds.
  • Fulfill grantor reporting requirements.
  • Offer visibility into activity against specific grant programs.
  • Expedite money throughout the program.
  • Help increase donor engagement and support for your organization.
  • Streamline program and staff management.
  • Help with social media marketing.
  • Offer required functionalities within budget.

Find Your Ideal Non-Profit ERP with Our Tailored Solution: 

We take care of every aspect of effective management and problem-solving using our Non-Profit ERP solution, allowing you to concentrate on your NGO’s core objectives. Our tailored ERP software implementation offers optimal solutions, enabling your team to handle various processes more efficiently.

Donor Management:-

Assist you in maintaining the donor’s records, transaction records, and budget planning oversight to prevent overspending: 

  • Donor Information Management
  • Define Fundraising Goals
  • Automated Donor Processing and Record Keeping
  • Integration with Online Payment Systems
  • Communication Tool Integration 

Program Management :- 

With remote communication across multiple divisions and our robust project management features, you can efficiently handle many social cause efforts while managing the workflow of your various programs around the globe.

  • Workflow Management
  • Dashboard Visibility
  • Management of Internal Projects with Deadlines and Scheduled Tasks
  • Project Management with Task Resource and Progress Visibility
  • Staff Time-sheet Tracking
  • Field Initiative Performance Tracking
  • Budget Management

Grant Management:- 

Our Non-profit ERP improves grant lifecycle visibility by automating time and expenditure monitoring for numerous initiatives and funding sources over a long time, all in a single system.

  • Centralized System for Multiple Projects and Funding Sources
  • Dashboard for Vendor Bills, Expense Reports, and Journal Entries
  • Simplified Financial Reporting and Metrics
  • Revenue Transactions Management ( Donations, Awards, and Grants)
  • Insight into Funder’s Invoicing Requirements and Grant/Award Criteria
  • Automatic Billing Cycles and Alerts for Invoice Submission

Expense Management :-

Our Non-Profit ERP offers an auditable expense Management framework for Non-Profits to track income sources, expenses, inventory, and costs.

  • Automated Purchase-to-Payment Process
  • Monitoring Total Spending Trends
  • Budgets and Spending Controls for Policy Compliance
  • Detailed Cost Tracking Linked with Grants, Funds, and Inventory
  • Donation Transaction Management 
  • Procurement Dashboard and Email Notifications

Reporting Analytics and Dashboards:-

Gain valuable insight into every aspect of your Non-Profit organization and simply generate Reports in response to donor/grantor requests.

  • Performance Insights and Real-time Data
  • KPIs and Metrics for Effective Tracking
  • FASB Compliance Reporting
  • Scorecards to Set Definitions of Success 
  • Report and Personalized Dashboard Generation

Financial Management:-

Utilize a robust business program that supports a Non-Profit financial management system to simplify the financial operations of your Non-Profit.

  • Real-time Financial Reporting 
  • Cash Management Modules
  • Automated Revenue Lifecycle with Approval Routing Workflows
  • Tight Budget Management with Allocation Schedules
  • Audit Trails and Donor Accounting  
  • Aid Resource Management

Human Resource Management:-

Our Human Resource module can help bring transparency to staff performance while working towards social causes. It enables organizations to efficiently manage tasks and activities related to specific initiatives and grants, making it easier to track progress and ensure accountability.

  • Recruitment, Onboarding, and Performance Management
  • Time and Attendance Tracking
  • Employee Training and Development
  • Benefits Administration and Payroll Management
  • Compliance and Reporting with Labor Laws and Regulations

Marketing Automation :-

You can integrate all of your activities with your Non-Profit organization’s social media profiles to reach out and run marketing campaigns to the local community and possible contributors.

  • Integration with Social Media Platforms 
  • Campaign Management and Tracking
  • Email Marketing and Social Media Advertising
  • Donor and Member Engagement 
  • Analytics and Reporting on Marketing Campaigns 
  • Personalized Communication with Donors through Email and Social Media
  • Lead Capture and Management to Grow Your Donor and Member Base
  • Multilingual Support 

We are dedicated to supporting your noble causes and can provide valuable assistance through our capabilities. To learn more about how we can help your Noble efforts with the Best Non-Profit ERP solution. Contact Us Today!

Plastic Manufacturing ERP Software

Plastic Manufacturing ERP

Plastic Manufacturing Software: Fulfilling Your Specific ERP Needs:

Precision, efficiency, and adaptability are paramount in plastic manufacturing. To meet the industry’s unique demands, relying on disparate systems is no longer viable. That’s where plastic manufacturing software steps in as a game-changer. It’s like having a tailored ERP solution that seamlessly integrates all aspects of your operations into one cohesive system. Whether you’re running a small-scale plastic manufacturing facility or a large production plant, uncovering the transformative power of plastic manufacturing software can revolutionize your business processes.

Benefits of Choosing Plastic Manufacturing Software – 

  • Custom Design Management – Meeting consumer expectations for varied plastic designs is critical for industrial success. You can efficiently manage custom design requests and monitor design changes with Plastic Manufacturing Software. 
  • Fast and Effective Production Management – With specialized Plastic Manufacturing ERP solutions, you can manage a streamlined production plan, optimize resource allocation, and guarantee the prompt delivery of high-quality products.
  • Stock Maintenance-  Plastic Manufacturing Software allows for the centralization of stock information, making it easier to analyze inventory levels, handle stock-related issues, and address them quickly. This reduces stockouts and ensures proper inventory management.
  • Tool Management- Tool management is essential for maintaining production efficiency and minimizing downtime. You can quickly track and process equipment with plastic manufacturing software, assuring their availability and proper use. 
  • Finance Management – Using specialized software, you can simply keep financial records, analyze spending, and manage financial relationships with clients and vendors. This allows for more informed financial decisions and guarantees that your financial operations are transparent.
  • Waste Management – Plastic Manufacturing ERP software provides efficient waste management capabilities in production processes, allowing you to control costs and eliminate material waste. This increases your bottom line while also helping to improve sustainable practices.
  • Proper Pricing of Products-  It enables timely development and distribution of precise pricing information and aids in the efficient management of billing and pricing procedures. As a result, you may provide competitive pricing, meet consumer expectations, and increase sales.
  • Easy Purchasing Method- Plastic Manufacturing software automates transactions and approval operations, allowing rapid and easy purchases. It also improves teamwork and ensures a seamless purchasing experience by increasing visibility.

Efficient, Agile, and Scalable: Bista Solutions’ Plastic Manufacturing Software Solutions.

Bista Solutions’ skilled team has delved deeply into the complexities of the plastic manufacturing company processes. We built a tailored Plastic Manufacturing ERP software after extensively analyzing the industry’s special requirements and constraints and we succeed in delivering a remarkable return on investment (ROI).

  • Capacity Planning and Scheduling:
  1. Complete visibility into your Plastic Manufacturing production capacity.
  2. Resource allocation for meeting customer demands
  3. Planning production based on available capacity
  4. Optimized scheduling to meet Resource limitations
  5. Optimized scheduling for smooth operations and on-time deliveries
  • Master Data Processing:
  1. Streamlined and centralized master data management
  2. Efficient and accurate data across plastic production activities
  • Subcontracting:
  1. Streamlined subcontracting procedures
  2. Tracking work done by outside suppliers
  3. Effective control of expenses
  • Purchase Order Processing:
  1. Streamlined procurement procedures
  2. Automated purchase order creation
  3. Supplier management and cost control
  • Sales Order Processing:
  1. Automated order fulfillment
  2. Faster processing of sales orders
  3. Seamless order tracking
  • Material Requirement Planning:
  1. Accurate prediction of material needs
  2. Prevention of stockouts and surplus inventory
  3. Improved production planning and inventory management
  • Work Order Dashboard:
  1. Real-time visibility into work orders
  2. Progress tracking and resource management
  3. On-time production completion and resource utilization
  • Multi-level BOM:
  1. Creation of multi-level Bills of Materials (BOMs)
  2. Precise design and tracking of product components
  3. Management of complex product structures
  • Process Wise Inventory:
  1. Inventory management specific to different processes
  • Tool Management:
  1. Efficient management of tools used in production
  • Purchase Lead Time:
  1. Tracking and managing lead time for purchases
  • Planning Playground – Dashboard:
  1. Interactive dashboard for planning and monitoring
  •  Work Center Optimization:
  1. Optimizing work center utilization and efficiency
  • Available to Promise (ATP):
  1. Real-time visibility into available inventory for promising delivery dates
  • Rush Order:
  1. Prioritizing and expediting rush orders
  • Skill Matrix:
  1. Tracking and managing employee skills and capabilities
  • Planning by Resource:
  1. Planning production based on available resources
  • Shop Floor Management:
  1. Efficient management of shop floor activities
  • Report Management:
  1. Comprehensive management and generation of reports
  • Integration 
  1. Integration with other systems (e.g., CRM, MES)
  2. EDI (Electronic Data Interchange) capabilities
  3. Collaboration tools for communication and document sharing

Key Advantage of Choosing Our Plastic Manufacturing Software:

  • Product Quality Assurance
  • Automated Production Control
  • Lawless Production Schedule Management
  • Efficient Workforce ManagementError Elimination and Reduction
  • Production Scheduling Optimization
  • Real-time Materials Consumption Monitoring
  • Streamlined Documentation Storage
  • Enhanced Traceability and Tracking
  • Effective Tooling Controls
  • Batch Production and Quality Management
  • Order Processing and Automation

Choose Bista Solutions  for Plastic Manufacturing Software Implementation:

Plastic Manufacturing ERPDon’t miss out on the transformative potential of our Plastic Manufacturing  ERP solution. Explore the Solutions we have created for your business Today and unlock a world of possibilities!  Schedule a Call With Our Expert Consultant Today!