Odoo Warehouse Management

Odoo Warehouse management system

Inventory management becomes chaotic when all real-time information is unavailable which is required for the next action. An inventory management company without ERP software may face various challenges, such as product stock-outs resulting in backorders, increased warehouse spacing and product maintenance, lack of product traceability failing to meet customer demands, and last but not least, incapability to find a specific place resulting in loss of resources and time. Odoo warehouse management tools with end-to-end control over all the warehouse processes from your product storage and transportation to ensuring the routing of goods and optimizing time and cost. It has a very intuitive, easy-to-use interface and offers deployment options for the solutions.

Features of the Odoo Warehouse management system

Fast and reliable system- with its modernized user interface and double-entry bookkeeping on product transfers, aids in the management of complications and gives agility to manage daily duties simply.

Advanced functional tools– It features powerful functional tools like inventory management, valuation, and forecasting to make your complex work easier than before.

Custom product routing –   It features specialized routing activities for products moving within and out of the warehouse processing quicker operation, and scanning a place to make an instant transfer. Odoo warehouse management system supports advanced routing operations like:

  • Dropshipping- Drop shipping is a feature of Odoo warehouse management that allows orders accepted from your shop to be sent directly from your supplier to your client, which helps in delivering items much faster and also helps in lowering the number of warehousing products.
  • Cross Docking- Businesses can unload arriving material or even directly move to outgoing gates with the help of Odoo WMS with little to no storage.
  • Put away strategy- Odoo warehouse management system helps in constructing and selecting a store and put away techniques such as FIFO, LIFO, and so on.
  • Push and pull route– It also helps users to create bespoke product routes to automate order transfers between warehouses or locations.

Auto replenishment feature- Odoo warehouse management system leverage connected packaging to sense when the inventory level drops below a certain point, informs you, and offers a simple, one-click option to order a refill of the product.

Tools for better productivity- Odoo Warehouse management system offers different productivity-enhancing features and services that help in various inventory operations.

  • Barcode scanning- Odoo warehouse management supports barcode integration. Odoo’s barcode application can be customized for the input of items at inventory and the recording of all inventory movement at various stages of operation.
  • Custom warning- Odoo warehouse management provides the feature of custom alert when the number of products is below the threshold, the system sends an email to one of the system’s entities.

Every organization has a set of priorities that help them to choose the best fit WMS. When we select the warehouse management system for our organization, it may be disastrous for the other because no two organizations are the same, and the priorities for each organization differ, and that is what we are here to help with the best warehouse management system that fits all your requirement.

Odoo Warehouse Management ERP

Some of the benefits Odoo Warehouse Management Offer

  •  Scalability, agility, and adaptation – Odoo Warehouse management offers flexibility to respond to changes stemming from new technology, altering demand, increased sales, and so on.
  • Control- It allows for real-time inventory control. You can easily check what is in stock, where it came from, where it is now, and where it is heading.
  • Customer service– The Odoo warehouse management system provides excellent customer service and on-time, error-free delivery.
  • Manage workflows- It also helps in streamlining product flows and information.
  • Easy Integration- Improved process synchronization, from production to end-customer delivery.
  • Profitability- A quick ROI as a result of rapid operational gains.
  • Reduce logistical costs– Optimize your labor while keeping expenditures in check.
  • Enhanced pick times- Exact, high-speed picking and minimized errors.
  • Process Automation- Get real-time updates on throughput, which will help you make key decisions faster.
  • Constant Development and updates- It caters to your company’s changing demands or market trends, such as omnichannel marketing or e-commerce, as well as simplifying orders chosen by waves and cross-docking.

As a result of Odoo Warehouse management, you may minimize stocking-related errors and take decisions a lot faster for improved internal operations. If you need an Odoo Warehouse Management ERP implementation, Bista Solutions provides all allied services in Odoo such as implementation, customization, support, and maintenance for future needs.

We are Certified Odoo Gold partners for many years and have extensive expertise in assisting customers in developing Warehouse management systems. We have 3 decades of ERP implementation expertise & have implemented 350+ Odoo across many industriesIf you have any queries, please contact our team of certified developers for more details.

Odoo Partner North Carolina

Odoo Partner North Carolina

An enterprise resource planning system is more than just something that can manage and automate your daily business processes. In fact, it can also streamline your operations, and centralize islands of information in a way that creates data transparency; which can help make important decisions. Designed to be an all-in-one ERP solution, Odoo can achieve what businesses need to succeed. Created as a comprehensive open-source enterprise resource planning software, Odoo features thousands of applications that are made to improve and optimize business processes. As the best Odoo Partner in North Carolina and North America, we can help you to achieve ultimate efficiency from the system.

While the ERP alone can help businesses get started on their journey, an Odoo ERP Partner in North Carolina can help businesses reach their goals. Truth is, Odoo has countless applications to choose from. Implementing all of them can be counterintuitive for your business. That’s where an Odoo Partner comes into play. Not only can an Odoo Partner North Carolina analyze your business’ pain points and account of its needs, we can also guide you through the best practices driven by our experience and knowledge of your industry.

Odoo ERP: App for Every Need

Odoo is known to provide companies with apps for every need. This ERP has over 30 licensed apps (enterprise) and over 18,000 free and open-sourced (community) apps. Whatever the company’s goal may be, an Odoo Partner in North Carolina can help. Additionally, this help comes in the form of tailored expertise. 

Some other reasons to choose Odoo ERP include: 

  • Complete
      • Thousands of free and licensed apps to choose from.
  • Affordable
      • 5 to 10 times less expensive than comparable, alternative ERP solutions on the market.
  • Scalable
      • Ideal ERP for companies of all sizes, and in all industries.
  • Customizable
      • With an Odoo Partner in North Carolina, you will have access to experienced developers in order to tailor Odoo apps to best fit your business needs.
  • User-Friendly
      • Odoo features an intuitive UI for both basic and advanced users.

With the knowledge of every application available and the experience and expertise in implementing the necessary apps, you can rest assured that your business implementation will be customized to your business needs and requirements.

Choosing an Odoo Partner in North Carolina 

There are many Odoo Partners on the market. How do you know which one will benefit your business the most? Apart from compatibility, consider the following questions when making your decision:

      • How long has the Odoo Partner in North Carolina been in the industry?
      • How many successful implementations have they had?
      • What are their accomplishments?
      • Do they have experience with similar issues in the past?
      • Do they have the necessary resources, knowledge, and team to follow through with their promises?
      • Do they have customer testimonials and case studies to back their claims?
      • Do they have a presence? Can they meet you on-site? Can they provide you with support and help off-site when needed?

These are some of the factors to consider when making your decision about an Odoo Partner in North Carolina. By doing so, you ensure a successful implementation and a good ongoing support system. 

Bista Solutions | Ideal Odoo Partner in North Carolina

There are many reasons why Bista Solutions is the ideal partner for your Odoo needs in North Carolina and across the United States. Beyond having over 20 years of experience as an ERP provider, our team has also had over 300 successful Odoo ERP implementations. Bista Solutions is also a certified Odoo Gold Partner and a four-time winner of the Odoo Best Partner award across North America – with the latest win in 2021. 

Awards & Recognition:

  • Awarded as  “The Best Odoo Gold Partner  North America 2023”
  • Awarded as  “The Best Odoo Gold Partner  North America 2022”
  • Awarded as  “The Best Odoo Gold Partner  North America 2021”
  • Awarded as  “The Best Odoo Gold Partner  North America 2018″
  • Awarded as  “The Best Odoo Gold Partner  North America 2016″
  • Awarded as  “The Best Odoo Gold Partner  North America 2015”

Best Odoo Partner In Arizona

Our team also consists of over 200 developers on and off-shore, as well as functional and technical consultants that can guide you throughout the ERP process. The Bista team is known to not only implement the software, but also hold your hand until the support and migration services have been completed. As such, we have a dedicated 24×7 support center to help our clients whenever they need us. Rest assured, with Bista Solutions, your company will be fully supported.

Whether you want to learn more about Odoo, or you wish to implement it, reach out to our team of Odoo experts via our contact us form.  

Odoo Partner New Jersey

  • by bista-admin
  • Mar 14, 2022
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ODOO Partner New Jersey

Choosing the best ERP Solution is not an easy task for an organization. It is a substantial and exacting assignment for its management. We are the best Odoo Partner New Jersey and offer multiple ERP solutions.

Bista Solution has marked its noticeable footprint all over the US ERP Market. We have the best in all ERP solutions for you, as they can be altered, coded, and programmed exactly as per the client’s business demand.

Bista has proved itself as the best Odoo ERP partner in the United States and has been awarded as the Odoo Gold Partner for its extraordinary performance and cliental feedback for its excellent service and support. We are present across the US and we are the best Odoo partner in New Jersey.

Following are the Predominant features Bista offers for its clients i.e.

“The reason to choose Bista as your Odoo partner in New Jersey.”

Leverage to select and procure modules

  • The company has a choice to select modules as per the business requirements.
  • Odoo ERP has two different versions that are Enterprise and Community, it is the most favorable thing for scaling up companies. The company can procure more models with companies’ growth.
  •  Bista as an ERP consultant can help you a lot in module selection. Our consultation experts have decades of experience in building up solutions for hundreds of our clients.

Easy Integration 

  • An impeccable Integration will be deployed with our technical and functional experts 
  • Our team ensures smooth and seamless data exchange and synchronization within applications 
  • The integration process gets executed with proper strategies and planning so that ongoing work does not get hampered. 
  • Third-party apps such as WhatsApp, Amazon, QuickBooks, etc., can be integrated to increase exceptional functionalities

Affordable and Worth for payable value

  •  You can automate your business processes which can be classified with the departments using different modules. 
  • The community version is free and you have to pay only for enterprise modules. ‘Bista’ as an Odoo partner in New Jersey will assist you with all the implementation processes and offer a combination of modules best fit for your business.
  • We provide different hosting options so that a client company can adopt any affordable and beneficial hosting method as per their business size.

Reliable Support

  • Team Bista has always been there for clients when they need us. We provide 24 X 7 support to our clients.
  • We have a dedicated and expert department of professionals for support services.
  • In business every second and minute is important, thus we believe in no time loss for replying to our clients. 
  • Bista gives Technical, Functional, and operational support so that you won’t have to stick anywhere while you are working in Odoo ERP from the day you implement it.
  • You can reach us anytime with all modes of contact and you will get a quick response to your queries.

Empower you with proper training

  • We have well-designed training programs for our Odoo Customers.
  • Your professionals will be well versed in the application they use with proper functional, technical and corporate training.
  • Live training sessions are arranged for our application end-users, simultaneously we provide training documents and pre-recorded videos for better understanding.
  • Every Module is explained with a detailed functional flow by the dedicated trainers’ team.

Awards & Recognition:

  • Awarded as  “The Best Odoo Gold Partner  North America 2023”
  • Awarded as  “The Best Odoo Gold Partner  North America 2022”
  • Awarded as  “The Best Odoo Gold Partner  North America 2021”
  • Awarded as  “The Best Odoo Gold Partner  North America 2018″
  • Awarded as  “The Best Odoo Gold Partner  North America 2016″
  • Awarded as  “The Best Odoo Gold Partner  North America 2015”
  • 300+ Odoo implementations across various industries
  • 200+ skilled Odoo developers & consultants available across the globe
  • Present in 5 different countries countries
  • Headquarters in Texas US.

Best Odoo Partner In Arizona

Looking for Odoo implementation or consultation, reach our certified consultants

Migrate From Sage To Odoo

  • by bista-admin
  • Mar 14, 2022
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Sage to Odoo Migration

Switching ERPs is often seen as nothing less than a daunting task. Especially when the system you have been using has been a dominant player in the market for decades. Proven track record, years of experience – why in the world would anyone give that up?

Two words: technological era. 

The 2020 pandemic that uprooted the lives of millions across the globe shone light on many aspects of the world. Everyone knew that change was inevitable, but COVID-19 dictated the future of business moving forward.

Everyone has gone digital. Those that haven’t have faded into the background. Competition is fierce, and everyone wants to be on the top. When it comes to companies, how they are managed is key. Ensuring your business processes are working correctly, data is accurate and visible across the board are some of the many factors that contribute to success.

You’re probably thinking, you already have an ERP – you’re good. Allow me to help you reconsider. 

Legacy System vs. Modern System

Legacy systems are company-owned, on-premise computers and servers. These systems usually don’t have on-going support or updates. In fact, most systems of this caliber often have several islands of information to attain the data you need. 

Modern systems are the opposite.

Not only can they operate on-premises and on the cloud, they provide the all-in-one management that can be tailored to fit any business. Moreover, a modern system (or an ERP) can manage and coordinate all the resources, information and function of business from shared datastores. All your business processes are essentially centralized. Typically, legacy systems require you to change your ways to fit the system – whereas modern ERPs fit your needs. 

ERP Migration

Don’t get me wrong. Sage isn’t necessarily a legacy system since it’s been releasing new versions to fit the needs of your business. However, it has many versions that are no longer being supported. This means that at some point, you will have to migrate over to its other supported version. Additionally, some versions that are still supported won’t have their features and functionality developed further to meet the needs of your business. And while that may be okay, since Sage has other options – what happens if this new version, or other options, become obsolete a few years down the line? 

A migration can still impact your day-to-day operations, as well as the productivity of your company. Not to mention the associated costs. So isn’t it worthwhile to migrate to an ERP that is more of a one-stop-shop for all your business needs? Better be early than late, sage to Odoo migration can resolve all your these concerns.

Sage to Odoo Migration

Ultimately, you will have to migrate your data. Whether it’s to another Sage ERP version, or to another ERP altogether. If you choose Odoo ERP, you’re choosing a single platform that allows businesses to select the modules they need and only pay for the users. Odoo ERP can also automate processes, update data in real-time and allows company-wide data to be accessed on a single platform (with the right permissions of course). The possibilities are endless. Furthermore, Odoo’s developers are consistently developing and improving their systems as time progresses. So support, even as the versions improve, is a non-issue. 

Plus, the data migration process from Sage to Odoo ERP is quite simple. It requires an export of company data from your current system onto a CSV file, tweaks and adjustments as needed, and an import into Odoo.

All of Odoo’s applications (i.e. Sales, Purchase, Inventory, CRM, etc.) have required fields and optional fields. All you need to do is export your company data into a CSV file (Sales_Orders.CSV, Purchase_Orders.CSV, Warehouse.CSV, Customers.CSV, etc.), ensuring you have included all the required fields data.

Upon exporting, any necessary adjustments can be done by changing or adding columns with appropriate headings. You can even include any missed data. This is an important step as when you upload the file onto Odoo, the platform can automatically identify what data should be placed in what column. 

It is important to note that each export should contain a different data set. This means that your sales order data should be kept separate from your invoices data, and so forth. Do not bulk them into the same document, otherwise you’ll be faced with issues.

Timeline for the Sage To Odoo Migration

This truly depends on how much you have to migrate over and whether or not you are looking for particular customizations in the process. However, if there are no customizations, optimistically the migration can happen within 1 month. If there are, the migration can last 3-6 months, or up to a year.

If you are doing this on your own and don’t have a big data set to work with then you can get this done fairly quickly. It all depends on your speed to export data, make the necessary adjustments on the CSV files and import it into Odoo.

If you have an Odoo partner helping you, the timeline may remain the same or may change – depending on how quickly you are able to export the CSV files. In this instance, your Odoo partner will request the exported CSV file from you. So you are still in charge of getting the required information. The biggest upside to this is that your Odoo partner will ensure proper importation and be able to tell you the exact fields you will need to provide. Whereas, on your own, you may miss a few fields and be forced to go back and forth if you are not attentive.

Ultimately, once you have exported all your data, put all the CSV files in your desired folder (i.e. Google Drive) and you can send them off to your Odoo partner to upload onto Odoo, or do the import yourself. 

And that is it. It’s as simple as that.

Trained Professionals

Of course, attempting a Sage to Odoo data migration by yourself can be a risky process – no matter how simple it may seem. Especially if you aren’t a trained professional. At Bista Solutions, our expert consultants and developers assess your business, listen to your requirements, gauge pain-points and additional necessities, and then select the appropriate modules to optimize your business processes and help your business achieve its goals.

As Odoo Gold Partners and winners of Odoo Best Partner across North America, we have the tools and experience needed to help your company succeed. Contact us here and let’s migrate you over from a dated software – and into the future of business.

Odoo Mobile ERP

Odoo Mobile ERP Apps
  • by bista-admin
  • Feb 25, 2022
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Odoo Mobile App: Embrace Easy Access in a Changing World

As industries continue to evolve, the demand for on-the-go information is indisputable. Mobile devices provide an unmatched level of accessibility in this highly competitive app-driven environment. To truly distinguish your business, it’s imperative to harness the power of the Odoo Mobile App. This app serves as a versatile tool, placing the diverse aspects of your business right at your fingertips. From sales and CRM to HR and payroll, inventory management to manufacturing, accounting to invoicing, the Odoo Mobile App empowers organizations to seamlessly oversee every facet of their operations with the convenience of a mobile device

Odoo Mobile ERP Apps

Key Odoo Mobile App Features

Enhanced User Experience

Odoo mobile App provides an intuitive and user-friendly interface, ensuring easy access to various Odoo modules and functions. It offers real-time updates, offline access, customizable dashboards, and more, enabling users to perform tasks on the go.

Push Notifications

With powerful push notifications, the Odoo mobile app facilitates instant customer communication, providing real-time updates and enhancing engagement. This feature boosts customer satisfaction and fuels business growth, making communication efficient.

Effortless Integration

Expertly crafted using the Flutter framework, the Odoo mobile app optimizes efficiency and user-friendliness by leveraging device-based features. Its user interface is tailored for mobile devices, ensuring a seamless experience across various screen sizes and device types.

Smart Search with Advanced Filters

It has a Smart search function with advanced filters that allow customers to discover the items or services they require quickly. Intelligent search algorithms refine results, providing customers with the most relevant options.

Wishlist for Future Purchases:

The Odoo Mobile App provides a convenient Wishlist feature, enabling customers to curate a collection of products they intend to purchase in the future. This feature serves as a digital shopping list, simplifying the overall shopping experience and gently prompting customers to revisit and finalize their intended purchases.

User-Centric Design: Making Business Management Effortless

The Odoo Mobile App provides an easy-to-use user interface that is ideal for new users. It’s simple to use, and everything is cleanly organized for quick access to the functions you require. Here are some quick Odoo User Interface features:

  • Streamlined Workflows
  • Responsive Design
  • Drag-and-Drop Functionality
  • Customization Options
  • Visual Data Representation
  • Search and Filter Features
  • Offline Functionality
  • Contextual Help and Tooltips
  • One-Tap Actions

Key Business Benefits of the Odoo Mobile App

  • Streamlined Operations – Odoo Mobile Applications simplify and optimize repetitive tasks, streamlining business operations.
  • Improved Productivity –Integration of Odoo Mobile apps reduces reliance on traditional systems, minimizing downtime and enhancing employee productivity.
  • Enhanced Customer Support – Odoo Mobile Apps enable continuous customer connectivity, facilitating on-the-go support.
  • Data-Driven Decision-Making- Real-time data access can empower your business to make well-informed decisions.
  • Empowered Employees- The flexibility of Odoo allows remote work, boosting productivity for employees working from anywhere.
  • Supply Chain Efficiency – Optimizes the tracking of supplier and inventory data, enhancing the supply chain.
  • Enhanced Communication – Implementing it can enhance internal communication and increase organizational engagement.

 Seamless Odoo Mobile App Implementation With Bista Solutions

In the face of numerous advantages, the pivotal step in setting your Odoo mobile app apart in a competitive market is selecting the right implementation partner. This strategic choice ensures that you maintain a clear vision and effectively communicate the app’s purpose to users. It involves addressing essential considerations, such as the problem the app solves, its value to users, and its presentation. In summary, a user-friendly app remains of utmost importance.

When you need a unique strategy to turn your concept into a successful Odoo mobile app, Bista Solutions is here to guide you to triumph in Odoo mobile app implementation.

  • 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

Harness the power of mobility and empower your team with Odoo Mobile App Implementation. Schedule a Call today!

ODOO ENTERPRISE

Odoo Enterprise

Odoo is one of the best ERP solutions. It has ready-to-use modules and functionalities on hand, these ready applications can fulfill all of your business needs. Odoo is available for all industries from small to large scale & it offers both Odoo Enterprise & Odoo Community versions.

Odoo ERP has covered all verticals of businesses like the e-Commerce Industry, Manufacturing Industry, Healthcare industry, Arms Manufacturing Industry, Shipping Industry, and many more.

Odoo has launched two types of versions for its customers: Community Version and Enterprise Version. Both versions have their benefits in their way from the perspective of the company’s needs and company size.

Odoo Enterprise

There are some limitations with the community version, such as

  • Mobile versions and Studio apps are not available.
  • Limited Hosting assistance
  • Limited version Upgrade.
  • Limited Functional support
  • Some of the modules and Updates are only available on the enterprise version, and there are limitations to using several features.

The Odoo Enterprise version is available and usable without such limitations. Let’s get to know how the Odoo Enterprise Version is best in an aspect of different attributes.

The Enterprise version supports Odoo Studio features

Odoo Studio can design advanced functional features to match your business requirements and management operations.

Screen customizations

  • Enables to design of various modules without coding, which means the time required to design an app is lessened drastically.
  • With the help of Screen customization advanced forms, Lists, Pivot Tables, Calendars, and Kanban can be created easily.
  • Website forms are useful to create records directly into the database by fetching information while the user fills it.

Report Designer

  • Predefined Report templates are available which are ready to use, without much effort you can generate reports on your own.
  • Analytical and quantitative reports can be generated using XML editor so you can customize advanced style reports.
  • The language barrier will not be an issue for your business anymore, reports are automatically printed as per recipient language.

Features for automation

  • You can drag and drop desired menus in just a few clicks
  • Basic CRUD operations can be done in batches
  • Easy to update records by the import function as well as you can use your templates outside the environment using export functionality

App Creator

  • Special functionalities like E-mail Gateways, API access, and customized Search facility are available, and you can apply for conditional access on particular fields.
  • Applications can be created with no coding. Once you have created your application, a Mobile and desktop application UI will automatically be created.
  • You can add customized fields and options as many as you want.
  • Multiple Hosting options are available

Odoo Enterprise version has different hosting options

Odoo Free Hosting

  • All Enterprise users get cost-free hosting from Odoo.
  • No need for technical expertise to handle this server.
  • Good for small-scale companies, as they can try before signing a long-term hosting contract.

On-premise server

  • You can use your internal server for hosting.
  • A company with sufficient resources can manage its server at a low cost.
  • Good for Medium and Large-scale companies.

Cloud Hosting

  • Hardware maintenance is the complete responsibility of the hosting company.
  • Multiple cloud hosting provider options are available, so you can choose the best suitable cloud hosting service provider for you.
  • You will get up-to-date hardware maintenance and advanced infrastructure for your service.
  • Suitable for small, medium, and large companies.

sh Hosting

  • sh is managed by Odoo SA, which allows user to deploy their cloud platform.
  • It is immensely flexible and, at the same time, extremely scalable, which is suitable for small to large-scale companies.
  • The auto server monitoring tool helps to auto-check hardware usage, server request frequencies, and many more things.
  • Automatic backups that can be restored and downloaded at any time.

Free software Upgrades, Support, and Bug Fixes

Upgrades

  • Odoo assists with upgrades for an improved and faster version.
  • Up gradation charges are included in the license cost. No need to pay extra for upgrades
  • To switch to the new, upgraded version is completely a user choice. If the user is satisfied with the previous version, they can continue with it or choose to upgrade to the new version.

Service for bug fixing

  • Odoo provides a bug-fixing service for the enterprise version.
  • Customers can raise an unlimited number of support tickets that are completely free of charge.
  • Guidance for bug fixing for standard as well as for extra modules.
  • After the bug it gets approved by the requester through proper communication.

Service for security updates

  • Companies that use self-hosted servers get a complete description of the Bug, its cause, its possible impacts on the Customer’s systems, and the corresponding remedy for each Covered Version.
  • Fully Functional Modules with access to special features and apps.
  • Odoo Enterprise version covers all the modules you may get in the community version, along with special featured apps and functionalities that are available only with the enterprise version.

Fully featured Account Module

  • Enterprise version comes up with the fully functional Accounting module which has all the basic accounting functionalities like Payments, Invoicing, and Leisure maintenance
  • Along with basic accounting functionalities, there are special functionalities for extracting financial reports, accounting reports, etc.
  • Budget reports and balance sheets help you make profit and loss statements with fewer clicks.

Manufacturing Module

  • Allow user to make their production planning as per demand.
  • Enable to create Work Orders Enterprise edition while in the community edition you don’t have that option.
  • Reports for work orders and equipment efficiency can be extracted easily.
  • You can add quality checks in your work orders as well as choose to show a timer on the screen or not.

Why Choose Bista As Your Odoo Partner?

  • Decades Of Industry Expertise
  • 350+ Certified Consultants
  • 99% Successful Odoo Implementation
  • 6 times Best Odoo Partner Award Winners
  • 350+ Odoo Implementations
  • Locally Present in Your Location
  • Best Odoo Partner North America 2023, 2022, 2021, 2018, 2016, 2015, & 2014

For any Odoo-related inquiries, contact us by filling the form.

 

Odoo Supply Chain Managment for Efficiency, Visibility, and Control

Odoo Supply Chain Management

Supply Chain Management In Odoo

Effectively managing a supply chain organization can be challenging, especially when dealing with outdated equipment and complex procedures. It might feel like you’re navigating through a maze of paperwork. The bright side is that Odoo Supply Chain Management presents a comprehensive solution that optimizes your supply chain processes and ensures cost-effective, efficient deliveries, all while upholding rigorous quality and safety standards. Providing a crystal-clear view of a product or service’s entire journey, from its inception to the hands of the end user, makes it one of the best Supply Chain Management solutions for businesses

The basic Supply Chain process consists of:

  1. Supplier: They would supply the raw materials for the final product
  2. Manufacturer: Once they receive the raw material from the supplier they would start the manufacturing process on the final product
  3. Distributor: Once the final product is manufactured, the Distributor will send the final product to the customer
  4. Customer: Once the customer receives the ordered product in good condition the flow stops there

Why Choose Odoo Supply Chain Management Software?

Connected – Odoo SCM effectively combines data from many sources, such as IoT devices, social media, and typical ERP systems, giving you a complete picture of your supply chain.

Odoo Supply chain management software

Collaborative – Odoo fosters multi-enterprise engagement and improves communication within your supply chain ecosystem by promoting supplier cooperation through cloud-based commerce networks.

Odoo Supply chain management software

Cyber-Aware – Odoo prioritizes cybersecurity, protecting your supply chain systems from possible cyber attacks and harmonizing with the enterprise-wide security strategy.

Odoo Supply chain management

Cognitively Enabled – Odoo SCM serves as the control tower for the supply chain, organizing automated decision-making and actions while continually learning and improving.

Odoo Supply chain management

Comprehensive – Odoo offers real-time analytics capabilities, ensuring quick, complete insights and minimizing delays and concerns that are unacceptable in today’s fast-paced supply chain.

Odoo Supply chain management

What Your Business Can Gain from Odoo Supply Chain Management?

Team Collaboration

  • Enhances the Timely and Smooth Flow of Information
  • Establishes a Strong Communication System Within Your Organization
  • Alleviates Communication Gaps Among Different Departments
  • Fosters Exceptional Teamwork and Collaboration

Operational Efficiency

  • Ensures Up-to-the-Minute Material Data and Manufacturing Readiness
  • Empowers Proactive Contingency Planning Through Odoo SCM
  • Optimizes Shipment Processes to Guarantee On-Time Deliveries
  • Nurtures Strong and Sustainable Vendor Partnerships

Optimized Material and Product Flow

  • Ensures the Streamlined Management of Materials, Products, and Information Across the Supply Chain
  • Prioritizes the Use of High-Quality Materials for Manufacturing
  • Optimizes Product Delivery and Enhances Cost Control

Data Transparency

  • Employs Analytics for Instant Data Sharing and Informed Decision-Making
  • Provides Forecasting Tools to Anticipate Demand
  • Elevates Supply Chain Management with Data-Driven Insights

Improved Cash Flow

  • Implements Automated Accounting for Accurate Billing
  • Eliminates Errors Resulting from Manual Data Entry
  • Aids in Tackling Financial Challenges within the Supply Chain

 

Vendor Relationship Management

  • Assesses Supplier Relationships and Compares Costs
  • Eases the Establishment of Partnerships with the Right Suppliers
  • Saves Time and Fosters Trustworthy Vendor Relationships

Simplified Material Distribution

  • Optimizes Material Supply and Distribution Procedures
  • Guarantees Punctual Deliveries to Designated Locations
  • Minimizes Material Flow Hiccups and Delays

 

Increased Profit Margins

  • Improves Interdepartmental and Vendor Communication
  • Fosters Consensus on Critical Matters like Demand Projections and Product Quality
  • Prevents Losses Arising from Insufficient Collaboration Between Vendors and Distributors

Eliminates Shipment Delay

  • Secures Efficient Shipment Operations
  • Mitigates Logistical Mistakes
  • Elevates Vendor Satisfaction through Timely Deliveries

 

 

Key Features of Odoo Supply Chain Management

Inventory Management

Odoo inventory management offers a tracking system to track and manage the availability of raw materials, quantity of stocked products, and asset monitoring, and also assists in integrating barcodes.

  • Real-time Tracking
  • Stock Quantity Management
  • Asset Monitoring
  • Inventory Reports
  • Multi-location Management
  • Automatic Reordering
  • Stock Valuation
  • Easy Data Integration
  • Inventory Control

Warehouse Management

It oversees the precision of material movements and optimizing critical transactions such as shipping, receiving, and picking.

  • Order Picking and Packing
  • Barcode Integration
  • Cross-docking
  • Multi-location Management
  • Stock Rotation
  • Inventory Valuation
  • Receiving and Putaway
  • Returns management

 

 

Procurement

Odoo’s Supply Chain Management facilitates precise, just-in-time inventory ordering tailored to your needs. You can accelerate your entire procurement process, including making purchases and managing payables, ensuring a smoother supply chain operation for your business.

  • Purchase Order Management
  • Vendor Management
  • Requisition Workflow
  • Vendor Price Comparison
  • Supplier Performance Evaluation
  • RFQ (Request for Quotation) Management
  • Integration with Accounting

 

 

Forecast & Planning

Odoo’s supply chain management software empowers companies to analyze customer demand forecasting and adapt to changing consumer needs effectively. It also enables organizations to gain valuable insights into specific product interests and plan accordingly to meet customer demand.

  • Demand Forecasting
  • Inventory Planning
  • Replenishment Planning
  • Production Planning
  • Supplier Collaboration
  • Vendor Performance Analysis
  • Lead Time Management
  • Sales and Operations Planning (S&OP)

Order Management

Odoo Supply Chain Management software simplifies multitasking by automating purchase processes, handling purchase orders, scheduling supplier deliveries, and configuring products and pricing efficiently.

  • Order Creation
  • Customized Product Catalog
  • Sales Quotations
  • Order Confirmation
  • Inventory Integration
  • Invoice Generation
  • Order Tracking
  • Returns Management

Return Management

Odoo Supply Chain Management streamlines critical tasks with precision, evaluating defective products and efficiently managing customer insurance claims and refunds through a robust return management system.

  • Return Authorization
  • Return Label Printing
  • Return Status Tracking
  • Refund Processing
  • Inventory Updates
  • Returns Reporting
  • Customer Communication

 

Our Exceptional Expertise in Odoo SCM Deployment

  •  200+ Successful custom App development
  •  350+ successfully implemented projects
  • Most Trusted Odoo Gold partners
  • Expert Consultant Team
  • Global presence in 10+ countries
  • 24/7 Support Available

Embark on the journey toward a more efficient and resilient supply chain management with Tailored Odoo Supply Chain Management Software. Schedule a call today!

Odoo Vendor Lead Time Calculation

Odoo vendor lead time calculation

Odoo Vendor Lead Time Calculation

As a manufacturing or distribution company, the reliability of vendors has a good impact on your operations, production & inventory. It is important to have an exact calculation of vendor lead time, so Odoo has come up with a module Odoo Vendor Lead Time Calculation. With Odoo Vendor Lead Time Calculation module you can cut inventory costs & increase sales from reduced out of stock. It also helps you to understand which vendors are costing money due to inconsistent or poor lead time performance and work with them to improve it.

This module helps to Calculate Lead Time for the Vendor. It will calculate the Vendor Lead Automatically as per the past Historical transaction Data. 

As per below image user can configure PO Lead Horizon months and Sale Lead Horizon months as per the requirement.

Odoo Vendor Lead Time Calculation

It is showing that PO lead Horizon to calculate the historical data of 12 months.

Configuration of Lead Calculation Horizon

User need to go to the Inventory App then click on the Lead Calculation Horizon menu. After that click on the Create button.

Odoo Vendor Lead Time Calculation

When the user click on the “Create” button then user can see this type of form view of Lead Calculation Horizon.

Odoo Vendor Lead Time Calculation

In this form view users need to configure Calculation Horizon in Month as per the requirement.

After that users need to select product or product categories in the “Calculate By” field. Users can see two different options. (1) Product and (2) Product Category while clicking on this field.

Odoo Vendor Lead Time Calculation

If user select “Product” in Calculate By field then user can have a option to select multiple products

Odoo Vendor Lead Time Calculation

If the user Select  “Product Category” in the Calculate By field then the user can  have a option select multiple product categories.

Odoo Vendor Lead Time Calculation

After all these configuration user need to select Vendor. In the Vendor field user can select multiple vendors as per the requirement.

Odoo Vendor Lead Time Calculation

After selecting the vendor, the user needs to click on the “Calculate Lead Time” button.

When a user clicks on this button then Item Lines will be displayed as per the configuration.

Odoo Vendor Lead Time Calculation

–  In the Product column user can see all the products which are selected in the products field. 

– In the Vendor column user can see all the vendors which are selected in the Vendor field.

– Current Lead Time column showing current lead days of the products. It will be calculated from the Product Master.

– Suggested Lead Time column will be calculated as per the Past historical transaction data.

– Apply? In this column all the checkboxes will be true as by default. User can make it false as per the requirement.

After calculating lead time user need to click on the Apply Lead Time button.

Odoo Vendor Lead Time Calculation

When a user clicks on the “Apply Lead Time” button then Suggested Lead Time will be applied to all the products and it will be updated in Product Master. Lead Calculation Horizon’s state will be changed as “Done”.

Odoo Vendor Lead Time Calculation

Keeping The Transaction History of Lead Calculation:

When user make changes manually in the “Suggested Lead Time” column and “Apply?” Checkboxes then log will be updated in the chatter.

Odoo Vendor Lead Time Calculation

Report Of Products to Vendor:

If the user needs to show a supplier lead time report then the user needs to go to the “Report” Menu then click on the “Supplier Lead Time Report” submenu.

Odoo Vendor Lead Time Calculation

As below image User can see the Supplier Lead Time Report.

Odoo Vendor Lead Time Calculation

If suggested Lead Time is ZERO then it will not update and keep the current one only.

Odoo Vendor Lead Time Calculation

Discarding in the Good Receipt Some record with Reason:

If a user wants to discard any receipt from the Supplier Lead Time Report then the user can use this feature. To Enable this feature user need to open any Done receipt from the Purchase Order or from the Inventory App > Operation > Transfers then go to the Additional Info Tab after that Enable “Disregard In Lead Calculation” checkbox then User can give the reason in the “Disregard Reason” field for avoid this Transfer in Lead calculation.

Odoo Vendor Lead Time Calculation

Vendor disregarding for Lead Calculation:

This Feature is use for not include those vendor  in Supplier Lead Time Report .Configuration is to disregard any Vendor from the Supplier Lead Time Report to open any Vendor from for that  go to  Purchase > Orders > Vendors  you see the field  “Disregard In Lead Calculation” checkbox as shown below user can Enable that feature.

Odoo Vendor Lead Time Calculation

Why Choose Bista Solutions as your Odoo Partner?

  • Bista Solutions is the best Odoo Gold Partner & recently won best Odoo Partner 2021 award across North America. This is our 4th award as best Odoo partner.
  • We have more than 2 decades of ERP implementation expertise
  • We have certified Odoo ERP consultants
  • 200+ Odoo developers available globally
  • Present in more than 4 countries, Locally present in4 different US cities like CA, GA, TX, NV.

Looking for Odoo ERP implementation or want to know more about Odoo, Contact us for free consultation.

Odoo Integration with Okta

Odoo Okta Integration

Odoo Integration with Okta

Okta Inc.

Okta is an identity and access management company that provides cloud software to other companies in order to help them manage and secure user authentication into applications. Additionally, it allows developers to build identity controls into applications, website web services as well as devices. 

With 10 products and 6 services available on the market, this San Francisco-based company helps enterprise businesses avoid security risks.

Odoo Okta Integration Workflow Diagram

Okta Products

These products are all about connecting your company to the right technologies, and the right people, in the most secure and optimized way possible. As listed on Okta’s official website, some of these products and services include the following:

  • Single Sign-On
        • Secure cloud single sign-on 
  • Universal Directory
        • 1 Directory for users, groups, and devices
  • Advanced Server Access
        • Dynamic server access controls similar to multi-cloud infrastructure
  • API Access Management
        • Avoid API breaches
  • Multi-factor Authentication
        • Secure, intelligent access for your workforce and your customers
  • Authentication
        • Secure and seamless experience
  • User Management
        • Collect, store, and manage user profile data at scale
  • B2B Integration
        • Optimize your customer, partner, and vendor relationships
  • Lifecycle Management
        • Easy-to-implement automation
  • Access Gateway
        • Extend modern identity to on-premises app and product your hybrid cloud
  • Workflows
        • No code identity automation and orchestration

These products exist to protect your workforce identity as well as your customer’s identity. In addition to securely enabling remote work (as needed due to the recent pandemic), Okta allows companies to adopt a zero-trust security model. This means that there’s no room for error when all preventative measures are in place in order to avoid data breaches. There are many other ways Okta protects one’s workforce – however, let’s look at the flipside of things; the customers. Beyond creating a frictionless registration process and login for your applications, Okta cultivates user trust by modernizing infrastructure and creating a seamless user experience without compromising on security. Furthermore, Okta works well without countless industries, including technology, travel and hospitality, non-profit, and public sector – just to name a few.

Odoo ERP

Introducing Odoo ERP – On Demand Open Object is a business management system that combines a suite of business management software tools in order to improve business processes across a company. Not only is Odoo filled with a wide array of applications to choose from, but their products are cost-effective and they deliver modular solutions. Additionally, Odoo has designed all its apps to help companies across all verticals with specific parts of their business. For example, the Sales team within a company may require an app that helps boost sales, while an Accounting team may need an app that helps manage finances. There is quite literally an umbrella app for all major departments within a company.

In fact, there are 30 Odoo enterprise apps that are licensed, and over 18,000 Odoo Community apps that are both free and open-source. This means that with open-source Odoo apps, developers can easily tweak them in order to tailor them to fit your company’s needs and requirements.

There are many things Odoo ERP can do, and many more that it can help you achieve within the electronic and robotic repair industry. 

So how does Odoo ERP play into this?

The following is a quick summary of what a seamless Odoo integration with Okta looks like.

1) Users log into SSO (single sign-on)

Here, developers can create a User Account on Okta and assign users to the Okta Odoo Apps. In order to do so, they need to configure it on the SAML Provider and on the SAML ID for the Odoo users. Once that is done, the user can use Okta Odoo apps in order to log into the Odoo application.

SSO reduces the number of attack surfaces because users only log in once each day and only use one set of strong credentials. Reducing login to one set of credentials improves enterprise security. When employees have to use separate passwords for each app, they usually don’t – so if one platform is compromised, they all are.

2) Users try to access a web page

When the user tries to access the Odoo webpage, the Okta login button will appear. When the user clicks on the Okta login button, it will redirect them to the Okta page — where the user will need to identify themselves with the two-factor authentication. Once the authentication is completed, the user will be automatically redirected to the Odoo application page.

3) Service providers check the user’s credentials with the identity provider

4) Identity provider sends authorization and authentication messages back to the service provider

5) The user can now log into the app

The final step involves authenticating oneself on both the Okta and Odoo applications, upon which the user can log into Odoo.

Bista Solutions Demo | Odoo Integration with Okta

Odoo ERP allows for several integrations. As such, Okta can easily be integrated into Odoo. A professional ERP provider will be able to integrate multiple platforms together as well as create customizations specific to your company.

Below, we will take you through what configurations were done in order to achieve the Odoo integration with Okta. 

Odoo Okta Integration

The image above is an example of a company dashboard that has Okta integrated into it. Now our goal is to combine Okta with Odoo.

How do we go about doing that?

When you click on Odoo from the options presented, you will be redirected to the following page – which is the Odoo page. Now, in order to access Okta within Odoo, you need to log in using your Okta login credentials.

Odoo Okta integration

When you input your credentials (or click Okta Login if your credentials are already saved), you will be redirected to the company homepage that is connected to your Okta account. However, if the authentication is successful with Odoo and Okta, you will be redirected to the Odoo homepage with Okta connected.

Odoo Okta integration

So what steps need to be taken in order to achieve this seamless integration?

First off, you need to install Okta into the company dashboard and configure Okta and Odoo in the Okta dashboard.

On the Odoo side of things, we need to create a provider. In this instance, we have Okta as the sole provider. So, if we want to integrate Okta and Odoo – we need to keep the following key points in mind (see image below for reference). 

*This information can be found in Odoo under the Providers section.

Odoo Okta integration

  • Identity Provider Metadata

This will be provided by Okta and it’s in the XML format. This data has specific entity IDs as well as certificates generated by Okta. This information will be configured on the Odoo side of things.

  • Entity ID

This ID is important to verify between Okta and Odoo applications.

  • Metadata URL

Once we have successfully configured Odoo from the Okta side – then we will have this generated metadata URL. 

So remember in the first image, where we click on the Odoo application (for this example, let’s pretend we click on it from our phones) – when that Odoo app is clicked, the Identity Provider Metadata, Metadata URL, Odoo Public Certificate, Odoo Private Key, Signature Algorithm will all be checked from Okta to Odoo side as well as Odoo to Okta side in an encrypted format. Once everything is verified, that’s what leads to you being able to connect to Odoo via Okta. If something does not match up, then the user will not be able to log in.

  • Sign Attribute Mapping

This is relevant for when we create the Odoo application within Okta. In order to

successfully allow authentication – we need some configurations. This is done via Attribute Mapping. We need to set the IDP Response Attribute (name_id), Odoo Field (email). This basically means that we need to include the user’s name and email address somewhere.

So in Odoo, go to Settings >> Users & Companies >> Users

Odoo Okta integration

This will bring you to a list of user names (that you must manually put in). When you click on a user, you’ll be directed to the user’s page. All you really need to input is the user’s name and email address. Once that is configured, then you need to input the SAML provider.

Odoo Okta integration

As you can see, on the Odoo side (i.e. the Odoo platform as depicted in the image above), you see Okta under SAML provider. And in the SAML user id section, you see an email address.

So when you send in a login request, the Okta provider section will be checked, as will the SAML user ID. If they are a match, the next thing to be checked is the algorithm method and specific encryptions, the certifications as well as the entity ID.

If everything matches, then the user will be redirected to the Odoo page, where the user can log in using their email address.

So far, we have covered three integrations that were done to connect Odoo and Okta.

  1. Involves one configuration from the Okta side
  2. Involved a configuration from the Odoo side
  3. The third configuration is from the SAML user side as explained above

So let’s discuss the fourth and final one – customization. Upon the integration, once a user logs out of Odoo, they will be automatically redirected to the company Okta dashboard. Essentially, anytime the user wants to log into Odoo via the Okta dashboard, they need to be logged in with the Okta credentials – click on the Odoo app and authenticate in order to access the Odoo app. If they log out of the Odoo app, they will be redirected back to the Okta dashboard – and will have to repeat the process in order to log back in. This was a customization, where the Odoo username and password login were disabled to further secure the back and forth.

Odoo Okta Integrations

As you can see in the image above, if you click on the checkbox – you will allow users to login using their Odoo credentials (as you will see in the image below).

Odoo Okta Integration

But by default, that box isn’t checked – therefore users must use their Okta credentials to log into Odoo. 

Another way to tighten the security is by using a 2-factor authentication. In this instance, the application Odoo Verify can be used on Android phones to achieve this.

Odoo ERP Providers – Bista Solutions

When it comes to Odoo integrations, Bista provides tailored solutions to best meet the client’s needs. 

Additionally, we have nearly two decades of experience implementing ERP solutions across various industries and have been awarded Odoo Best Partner across North America for the fourth time. So you can rest assured, that our team has the knowledge, experience, and expertise to help you reach your goals. 

If you would like more information or a free consultation/demo, connect with us via the Contact Form on our website, or give our ERP consultants a call at 1 (858) 401 2332.

Odoo Marketing Automation

Odoo Marketing Automation

Discover the Power of Odoo Marketing Automation Solution

Navigating the modern online landscape requires effective audience engagement across multiple platforms. As these digital demands continue to rise, marketing automation software becomes your secret weapon, empowering you to connect more efficiently with your target audience and streamline your work processes.  With Odoo Marketing Automation software, you can customize the content, ensuring your messages align seamlessly. It simplifies your digital marketing tasks, accelerates reporting, and promotes seamless collaboration between your marketing and sales teams, ultimately leading to better results and business growth.

Odoo Marketing Automation

Odoo Marketing Automation Key features You must Know

Lead Management

  • Automated Lead Organization

With Odoo, you don’t have to wrestle with the manual and time-consuming chore of sorting customer data at different stages of the sales cycle.

  • Lead Qualification Process

Odoo marketing automation software assists in managing the lead qualification process, helping marketers identify and nurture prospects not yet ready to buy.

  • Behavioral Assessment

Odoo’s tools allow marketers to assess the behavior and fit of each buyer, determining if they possess the attributes of a qualified lead.

Lead Routing

  • Lead Categorization

Odoo’s marketing automation allows for lead categorization and prioritization based on custom criteria, ensuring leads are directed to the right resources.

  • Scoring and Ranking

Leads can routed based on scores or ranks, enabling sales teams to focus on the most promising leads and eliminating bottlenecks.

  • Efficient and Timely Delivery

Odoo ensures each lead is efficiently and accurately delivered to the sales team at the right time, preventing lost opportunities.

  • Automated Routing

Lead information gets captured automatically and routed based on geography, industry, product interest, or other business rules, guaranteeing efficient and accurate lead delivery.

Lead Nurturing

  • Data-Driven Nurturing

Odoo empowers marketers with robust customer data, allowing for the creation of precise buyer personas and targeted objectives.

  • Behavioral Insights

Analyzing the behavioral patterns and consumption habits of targeted customers enables the enhancement and fine-tuning of lead nurturing strategies.

  • Personalized Communication

Odoo’s lead nurturing considers the buyer’s role and position in the sales cycle, enabling relevant and personalized conversations to build brand affinity and loyalty.

  • Responsive Campaigns

Odoo tailors nurturing campaigns to individual prospect behavior, delivering content when it’s most relevant according to specific criteria.

  • Cultivating Demand

Odoo’s lead nurturing strategy focuses on nurturing latent demand, making it easier to convert unqualified leads into opportunities and maintain open channels of communication with prospective buyers.

  • Supporting Research

Odoo assists in keeping communication channels open with potential buyers by providing valuable content that aids their research and discovery processes.

  • Customer Retention 

Odoo’s marketing automation extends beyond new customers, helping to engage current customers and encourage additional purchases through timely, personalized messages.

Lead Scoring 

  • Lead Scoring Automation 

Odoo can automate the scoring process when a lead opens an email, engages with your content, or visits important pages, their lead score can rise instantly. This automation ensures that sales can reach out to engaged leads promptly while their interest is high.

  • Threshold-Based Lead Transfer

With Odoo, you can set scoring thresholds to determine when a lead is sales-ready. Once a lead’s score crosses the defined threshold, it can be automatically transferred to the sales team.

  • Efficient Lead Scoring Framework

Odoo Marketing Automation Solution allows you to define scoring criteria based on various lead attributes and enables you to quickly and accurately assess lead quality and readiness for sales engagement.

  • Sales & Marketing Collaboration – 

Odoo facilitates the exchange of information regarding lead quality and effectiveness, ensuring a seamless transition of leads from marketing to sales.

Email Marketing

  • Automated Personalized Emails

Set up automated workflows that trigger personalized emails based on specific actions.

  • Email Deliverability Improvement

By successfully managing many aspects of email marketing, our Odoo Marketing Automation solution improves email deliverability and maintains a favorable sender reputation.

  • Audience Segmentation

Use Odoo’s marketing automation to segment your audience based on events and actions in your workflows.

  • Re-engagement Campaigns

When subscribers become inactive, Odoo’s marketing automation assists in creating re-engagement campaigns to reignite subscribers’ interest.

  • Automatic Removal of Unengaged Subscribers

If re-engagement campaigns don’t succeed, Odoo helps you manage unengaged subscribers efficiently by removing unengaged contacts from your list.

Odoo Marketing AutomationIntegrations

  • Social Media Integration 

Odoo allows you to integrate your social media accounts and manage your social marketing efforts from a centralized platform.

  • CRM Integration

Odoo seamlessly integrates with Customer Relationship Management (CRM) systems, ensuring that your marketing efforts are closely aligned with your sales and customer management.  

  • AI & ML Integration 

With AI and ML integration, Odoo Marketing Automation utilizes customer data to predict behavior, craft personalized content, and deliver data-driven campaigns to the right audience at the perfect time.

Analytics & Reporting 

  • Campaign Performance Analysis

You can track metrics like email open rates, click-through rates, and conversion rates to assess campaign effectiveness easily.

  • Segmentation Insights

Create and analyze customer segments to tailor marketing messages for specific audiences.

  • Custom Reporting

You can generate tailored reports to meet specific business needs, from product launches to promotional campaign analysis.

  • Conversion Funnel Analysis

Gain insights into the conversion process, identifying and optimizing bottlenecks.

Odoo Marketing Automation

Key Gains from Our Odoo Marketing Automation Solution

  • Enhanced Campaign Effectiveness
  • Improved Customer Relationship Management
  • Efficient Team Collaboration
  • Data-Driven Decision-Making
  • Time and Resource Savings
  • Increased Conversion Rates
  • Better Lead Management
  • Personalized Customer Experience
  • Enhanced Campaign Visibility
  • Customer Retention

Why Choose Bista Solutions?

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


Craft an impactful marketing strategy, automate your campaigns, and personalize your messages effortlessly with our Odoo Marketing Automation Suite. Schedule a call today and unlock your marketing potential!