Odoo Document Module

Odoo Document Management system

ODOO DOCUMENT MANAGEMENT MODULE

There are many departments within your company that rely on documentation. Some of which include, Sales, Accounting, HR & Onboarding, Procurement, Finance, and more. 

In business, document management is crucial due to the nature of the content. From client information and vendor information to employee and company information – business documents can contain confidential data. This sensitive information can easily fall into the wrong hands and be misused unless it is managed properly.

Maybe your company doesn’t have many documents to keep track of. Or maybe you do, but it’s been managed and filed correctly. However, it is important to note that as the company grows – so does the paper load. 

But are you accounting for natural disasters? For theft? For random, one-offs? Anything can happen. There are a plethora of setbacks when using this method of storage, such as; lack of security, back-up issues, difficult to track version history, time-consuming to search for key details and share information, and so forth. 

Where and how you store those papers is already important, but not being able to account for external sources of harm can cause stress and paranoia. Especially after the damage is done. 

Due to the digital age, paper document management is better off online. In fact, digital documentation is preferred due to the fact that there are numerous, more manageable ways to store, secure and manage it. It allows for easy collaboration, ease of organization, and it also saves your money in the long-run (i.e. no more printing paper, wasting ink and using up energy).

Let’s not beat around the brush when it comes to the digital downfalls. This blog is meant to give it to you straight. Yes, there are some issues with digital documentation. Some of which include security (i.e. breaches), the initial set-up cost, software maintenance, version compatibility, etc. 

However, we are here to provide you with the solution: Odoo ERP -which gives you the best Document Management module that can directly increase the productivity of your business at an affordable cost.

The following are some of the Features of Odoo Document Management ERP

High-level Document Security

Document security is a high level responsibility of an organization or company. As mentioned earlier, those papers can hold confidential information that should not be easily accessible to the masses or competitors. Odoo Document Management module easily handles. The document(s) in question can be protected with access permission and password security. You can also give the expiry time for the access. Since all of Odoo modules are integrated you can access the document in other modules as well. The cloud-based storage allows for automatic backups. This means that even if you have accidentally deleted a document or file, it can be restored with ease. In fact, with this module, your document can be securely accessed from anywhere and at any time.

Irreproachable Integration Amplifies Efficiency

This integrated system facilitates the smooth flow of the administrative processes. Odoo ERP automates many functionalities of varying modules that are correlated with one another. In fact, Odoo Document Management module eliminates all the flaws from your document and arrives to the receiver who has access to it. The chatter functionality along with the selected document can simplify the communication and discussion on that document. You are allowed to share the document with the person who is outside the workspace. 

Email Gateways can generate bills automatically from vendor’s emails or scanned documents. Accountants will also be able to see documents in their inboxes. In one click the document can be converted into a bill. With advanced artificial intelligence, the fields will be automatically filled as per bills and invoices – the accountant simply needs to validate by clicking on the ‘Validate’ button.

Employee’s Productivity Increases with the Help of Easy Functionalities

Once you have created or copied a document in your module, you become the owner of that document. You also have the ability to change the owner of it. This ability extends to multiple files as well (i.e. you can select multiple files and change the owner of all selected files at a time). Some of the functionalities are further explained below:

  • Edit Functionality

Any document you have already uploaded or created in the module can be edited within it. There is no need to download the file.

  • Split Functionality

The Special functionality for document splitting. When you scan a lot of pages you will no longer have to save them manually, one by one. Upon scanning, all pages are saved in one document. If needed, you can split the document by groups or by page. Split pages or groups will be automatically converted into separate files.

  • Lock Functionality

The ‘lock’ functionality in this module is useful to avoid the confusion that is often the result of more than one person working on the same document. If someone is working on a particular document, they can click on a lock button. This way, if some other person comes across the same document with the lock icon, they would see that someone is already working on this document. At this point, the new individual can still choose to work on the same document or start working on a new one.

  • Archive Functionality

You can archive the document file as well as unachieved it whenever needed. You are also allowed to delete the archived file when it no longer serves you.

  • Tagging Functionality

Tagging functionality can be used for the classification of files, for example, if you want to update the status of your file, then you can create a tag for the same and select the status from the option.

  • Replace Functionality

The user is allowed to replace the updated document, keeping with previous tags. Also, users can track and retrieve the previous version of the document.

Odoo ERP & Bista Solutions

Looking to better store, secure and manage your documents, don’t hesitate to get in touch with Odoo ERP consultants. 

Bista Solutions is an Odoo Gold Partner and recently won the Odoo Best Partner award across North America 2021. This is our fourth win since our partnership with Odoo. Additionally, we have nearly two decades of experience implementing ERP solutions across various industries. 

So you can rest assured, our team has credentials necessary to help you reroute your documents digitally as well as 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 Community

Odoo document management system
  • by bista-admin
  • Dec 08, 2021
  • 0
  • Category:

Odoo Community

Odoo, also known as On-Demand Open Object, is an enterprise resource planning that combines a suite of business management software tools that can be used company-wide. Though often used by small and mid-sized enterprises (SMEs), this ERP can work for all larger businesses and caters to almost all the industries across the globe. 

Equipped with 30 enterprise apps (licensed) and over 18,000 Community apps (free and open-source), Odoo is the holy grail of all business management tools. Each app helps facilitate an integral component of a working business.

In fact, there are specific apps for specific issues. For example, the Sales team may require an app that helps boost sales, while an Accounting team may require an app that helps manage finances. Likewise, there are apps that amplify marketing, build a website, among many other things. 

Additionally, Odoo apps are also segregated by company departments in order to ease the search (i.e. Human Resources apps include applications created to facilitate recruitment, to manage employees work hours, and such).

Needless to say, Odoo is known for its suite of business management applications. However, let’s backtrack to its two distinct editions: Odoo Community and Odoo Enterprise. This blog will cover Odoo Community – what it is, what that means and how it can serve your business. 

What Is Odoo Community?

As mentioned earlier, this edition provides users with over 18,00 free apps that are completely open-sourced. Odoo actually began its journey with this version. It wasn’t until 2015 did the enterprise version appear.

What does that mean?

In a nutshell, with Odoo Community, developers can easily tweak and tailor an app within this edition to best fit your company’s specific needs and requirements.

So with how great the Community edition sounds, you might be wondering why the Enterprise edition is even an option?

Well – since Odoo Community is marketed as the basic version, it also only provides a fraction of what Odoo Enterprise provides. Essentially, Odoo Enterprise offers what Odoo Community provides in addition to a set of extra modules. 

Four Distinct Characteristics:

Modules / Features

One of the most notable differences between Odoo Community and Enterprise is their functionality. As we established earlier, Odoo Community came first. Enterprise, on the other hand, is built on top of the open source Community layer and has many additional modules & features.

Support, Bug Fixes, and Upgrades

Another major difference is support. Many businesses place importance on being able to get support when they need it, as it is a crucial component in case of emergencies. While Odoo offers support for the Enterprise edition, it does not do so for Community.

Odoo also offers upgrade assistance as long as it is into an Enterprise version (i.e. from Community to Enterprise or Enterprise to Enterprise).

Hosting Options

Community and Enterprise also differ in their hosting. With Odoo Community, you handle hosting yourself, regardless of whether you are using your own on premise servers or hosted servers. Given this is your own open-source instance, you can customize it to your heart’s content.

With Enterprise, you have both these options, but you have an additional cloud hosting option using Odoo.sh.

Odoo Community Hosting Odoo Enterprise Hosting
On-premise hosting On-premise Hosting
Cloud hosting (AWS, Digital Ocean, Google Cloud, etc.) Cloud hosting (AWS, Digital Ocean, Google Cloud, etc.)
Cloud Hosting (Odoo.sh)
SaaS (non-customizable)

Pricing

Since Odoo Enterprise is a licensed version of Odoo, it adds yearly expenses in licensing fees. This means that Community is often less expensive for companies. 

The “better option” simply depends on what you are looking for, or need.

Odoo Enterprise has many modules and out-of-the-box features that Odoo Community lacks. So if you choose Odoo Community, and want to ‘add-on’ to it by incorporating these features, the price will drastically increase with each addition. 

Even though licenses raise the cost of Odoo Enterprise, customization and development can raise the cost of Odoo Community. Simply put, which option ends up being more affordable depends on the particular features and extent of customization/development you’re looking for.

Odoo Community Applications

Throughout this piece, we’ve mentioned that Odoo Community doesn’t include everything Odoo has to offer. So which apps does it contain?

Sales, Invoicing, CRM, Website, Inventory, Purchase, Point of Sale, Project, eCommerce, Manufacturing, Email Marketing, Expenses, Time Off, Recruitment, Employees, Maintenance, eLearning, Events, Discuss, Contacts, Calendar, Fleet, Blogs, Live Chat, Surveys, Dashboards, Repairs, Attendances, SMS Marketing, Notes, Forum, Skills Management, Lunch, Online Jobs, Employee Contracts, and such are what is included in Odoo Community.

Odoo Enterprise Applications

Odoo Enterprise contained everything mentioned above, as well as Accounting, Timesheets, Studio, Documents, Sign, Helpdesk, Subscriptions, Quality, Planning, Data Cleaning, Product Life Cycle Management, Rental, Field Service, Social Marketing, Appraisal, Approvals, Marketing Automation, Consolidation, Appointments, Employee Referral, Internet of Things, Barcode, VOIP, and Payroll.

Odoo 15: Community vs Enterprise

If you want to dive deeper into what is offered versus not offered, let’s take Odoo 15 into consideration and compare both editions. 

  Odoo Community   Odoo Enterprise
GENERAL
Unlimited Functional Support                   x               ✓
Version Upgrades                    x               ✓
Hosting                   x               ✓
  Odoo Community       Odoo Enterprise
USER INTERFACE                                                         
Desktop + Web Browser                          ✓              ✓
Mobile + Android & iOS                        x              ✓
  Odoo Community          Odoo Enterprise        
FINANCE
Accounting x ✓
Comprehensive Accounting x ✓
Invoicing ✓ ✓
Invoicing: Payments ✓ ✓
Invoicing: AI x ✓
Expenses ✓ ✓
Payroll x ✓
Payroll: Expense Digitization (OCR) x ✓
Payroll: Reimbursement in Pay slip x ✓
Documents x ✓
Document: Spreadsheet x ✓
Sign x ✓
  Odoo Community    Odoo Enterprise
SALES                                       
CRM ✓ ✓
Sales ✓ ✓
Point of sale (POS) ✓ ✓
POS (Loyalty Programs and Gift Cards) x ✓
Subscription x ✓
Rental x ✓
Amazon Connector x ✓
   Odoo Community    Odoo Enterprise
WEBSITES
Website Builder                                             ✓ ✓
eCommerce ✓ ✓
Blog ✓ ✓
Forum ✓ ✓
Live Chat ✓ ✓
eLearning ✓ ✓
Odoo Community Odoo Enterprise
INVENTORY & MRP
Inventory                  x                                 ✓                  
Inventory: Barcode ✓ ✓
Manufacturing (MRP) x ✓
MRP: Work center, Control Panel, Scheduling x ✓
PLM x ✓
Purchase ✓ ✓
Maintenance ✓ ✓
Quality ✓ ✓
Odoo Community Odoo Enterprise
HUMAN RESOURCES                           
Employees ✓ ✓
Employees: Departmental Dashboard x ✓
Recruitment ✓ ✓
Time Off ✓ ✓
Referrals x ✓
Appraisals x ✓
Fleet ✓ ✓
Odoo Community Odoo Enterprise
MARKETING
Social Marketing                                                x ✓
Email Marketing ✓ ✓
Email Marketing: Mailing Templates x ✓
SMS Marketing ✓ ✓
Events ✓ ✓
Marketing Automation x ✓
Surveys ✓ ✓
Odoo Community Odoo Enterprise
SERVICES
Project ✓ ✓
Timesheet ✓ ✓
Timesheet: Grid view,

timer, reminders, timesheet validation

 x ✓
Timesheet: Awesome timesheet (Mobile App) x ✓
Field Service x ✓
Helpdesk x ✓
Planning x ✓
Appointments x ✓
Odoo Community Odoo Enterprise
PRODUCTIVITY
Discuss ✓ ✓
Approval x ✓
Notes ✓ ✓
Calendar ✓ ✓
Digital Phone (VOIP) integration x ✓
IOT x ✓
Odoo Community Odoo Enterprise
CUSTOMIZATION                       
Studio x ✓

Odoo ERP & Bista Solutions

If you are unsure whether your company will benefit more from Odoo Community or Odoo Enterprise, don’t hesitate to get in touch with Odoo ERP consultants. They possess the knowledge, experience and certifications to connect you with your best fit.

Bista Solutions is an Odoo Gold Partner and recently won the Odoo Best Partner award across North America 2021. This is our fourth win since our partnership with Odoo. Additionally, we have nearly two decades of experience implementing ERP solutions across various industries. 

So you can rest assured, our team has credentials necessary to help you reach your goals. 

Take a look at our client video testimonials to see the value our team can add to your company. 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 Production Planning & Scheduling ERP

Odoo Production Planning & scheduling ERP

Odoo Production Planning & Scheduling ERP

The manufacturing industry consists of countless moving parts. All of which usually work in a sequential order and need to flow into one another in order to produce desirable results. That is why the production planning and scheduling in manufacturing needs to be seamless. To be seamless you need to have best suited ERP to manage your business. Odoo Production Planning & Scheduling ERP is the best ERP for any production and manufacturing businss.

How do we go about achieving that?

By implementing Odoo Production Planning & Scheduling ERP and tailoring it to best fit the company’s requirements. However, it is worth noting that Odoo out of the box can work fine too if the standard inclusions meet your needs.

Odoo Production Planning & Scheduling ERP Out-of-Box Features

      •  Bill of Materials
      •  Work Center Configurations
      •  Operations Configurations
      •  Manufacturing Orders
      •  Work Orders
      •  Infinite Capacity Planning

Limitations of Out-of-Box Odoo Production Planning & Scheduling ERP Features

While Out-of-Box Odoo production planning & scheduling ERP is filled with amazing features for the manufacturing industries, it also comes with some limitations:

  • In BOM, to define Operation Sequence & their dependency on each other is missing
  • In Work Center, can not configure multiple Operators & allocation of Operators to the Work Centers and Work Orders
  • In Operations, ability to configure whether cycle time is manual or automated is not available
  • At Sales Order, ability to calculate ‘Available to Promise’ (ATP) date is missing
  • In Mfg. Order, validations are missing for not to start operations without having materials reserved, not to Reserve the Materials before Plan, not to manufacture more than confirmed Quantity and not to complete the MO without completing all the Operations
  • Inability to calculate finite Capacity Planning
  • Facility for either Forward or Backward Capacity Planning is missing
  • Play around with Draft Planning via Playground before finalization is not possible
  • Resource leveling via Planning by Resource is not available
  • Material Reservation & un-reservation based on the priorities is not possible

Finite & Infinite Production Planning & Scheduling

The differences between Finite and Infinite Capacity are as seen below:

Finite Capacity Infinite Capacity
Finite capacity Planning is a detailed scheduling strategy that takes into account the available capacity of a manufacturing facility’s resources to schedule jobs and operations. This strategy recognizes that every manufacturing facility has a fixed amount of resources that have an upper limit to how many items they can produce in a given time frame. An infinite capacity planning assumes that the due date of every order is absolute. So, fulfilling Orders is the only focus and assumes additional resource capacity is readily available. If the resources are not available, the time requirements on Work Centers or for Operations or perhaps even the customer due date need adjustment.
The finite approach allows Planner to view an overall impact of the new orders on the manufacturing capacity and without reprioritizing the existing work, any due dates that require adjustments The infinite approach allows Planner flexibility not to dwell on the overall impact of new orders on the manufacturing capacity and reprioritizing the existing work
Finite capacity planning creates a more realistic schedule for the manufacturing processes especially in the short run. Infinite capacity planning allows scheduling for the manufacturing processes in the long run.
Finite planning also levels the capacity requirements of each work center and essentially creates a finite schedule for the manufacturing facility. Infinite planning assumes additional resources available whether capacity, resources or time and essentially creates an infinite schedule for the manufacturing facility.

Available to Promise Concept

Available-to-Promise (ATP) is a crucial element in supply chain management. It basically forecasts the quantity that can be produced on or before a chosen date to deliver the order that has been placed by the customer. Based on the data of materials and proper resource allocation, ATP can be derived. It is also important to consider the direct & indirect demand factors while predicting the ATP.

Factors that help to identify ATP:

  • Current Inventory
  • Sales Orders
  • Purchase Orders
  • Safety Stock
  • Manufacturing Capacity 

Master Data Improvements

Master Configurations

    • Prevent to start Work Orders due to unavailability of Components
    • Prevent to complete Manufacturing order by clicking on ‘Mark as done’ unless completed the respective Work orders.
    • Prevent to manufacture quantity more than confirmed
    • Prevent to click on ‘Check Availability for Components’ to Reserve unless Planned

Bill of Materials

    • Operation Sequence whether can start in Parallel or Sequential can be defined
    • If specific Operation has dependency on previous or multiple operations

Work Center

    • Multiple Operators can be configured for Work Center
    • Operators can get allocated to the Work Orders based on the selection of Work Centers 

Operations

    • Ability to configure for each Operation whether the cycle time is manual or automated.

Transactional Improvements

Manufacturing Order

      • Introduced Planned Scheduled Date for Forward Capacity Planning
      • Odoo will auto-calculate Actual Scheduled Date based on availability of Work Centers
      • Odoo will compute available Component’s stock and display Available to Produce Finished Good Qty.
      • Introduced Plan Deadline Date for Backward Capacity Planning
      • Odoo will calculate ‘Available to Produce’ FG Qty. based on complements available
      • Odoo will compute Planned Scheduled Date by calculating Components Lead Time if not available and Total Operation Cycle Time to manufacture the Product
      • After Planning, Odoo will compute Scheduled Start & End Date for each Work Order based on the Work Center occupancy, Operation Sequence & dependency
      • Operators will get associated against each Work Order based on the Work Center Operator Configuration
      • Odoo will display whether the Components are available or not and be able to start the Work Order or not  
      • In case of multi-level BOM, all the child Mfg. Orders can be planned automatically based  on dependency

Planning Playground

    • Planning Playground will enable Planner to play with Work Orders for optimal Productivity in Draft stage
    • Once Planer gets satisfied with the Planning then Draft can be Published
    • If Planer is not satisfied with the Draft Planning then can Revert
    • Once Draft Plan gets Published, then would be available for further modifications

Planning by Work Center

    • Planner would be able to move Work Orders forward & prioritize by moving backward
    • Planner would be able to move Work Orders towards alternate Work Centers
    • Planning would be done based on Week & Global offs  
    • Once Work Order gets moved then the depending Work Orders will get auto moved further based on the available Work Centers
    • In case of manual Cycle Time, Planner can add or remove Operators for a Work Order for an optimal Productivity
    • In case components are not available then Planning Bar will get display as dashed
    • In case order priorities changed then Components will get allocate to the prioritized Order via Reallocation button

Planning by Resource Center

    • Planner would be able to review Resource allocation per Work Orders
    • In case of manual Cycle Time, Planner can add or remove Resources for a Work Order for an optimal Productivity
    • With this view, Planer would be able to review overall occupancy of all the Resources

Sales Order

    • At Sales Order, if Sales Rep checks ‘Available to Promise’ (ATP) checkbox, Odoo will auto compute  ‘Expected Mfg. Completion Date’ and will display on the Sales Order
    • ATP date will be calculated on the basis of existing Work Orders completion date plus calculation of manufacturing time frame for the Sales Order Qty. booked.

Features Comparison

Though we’ve mentioned it above, if we wanted to simplify the difference between the out-of-box features vs the advanced manufacturing features – it would go something like this:

Feature / Function Out of Box Odoo Production Planning & Control
BOM ( Bill of Material ) BOM -> Operation Sequence & their dependency on each other is under development Operation Sequence ( Sequential / Parallel), Dependency can be defined on the line level
Work Center Work Center -> User provision is under development Work Center -> Multiple Operators can be defined & it will be allocated to the Work Orders on the basis of Work Center selected
Operation Manual Operation checkbox is under development Manual Operation -> If we select this check box for operation which depend on the resource, meaning that If we add resource the operation duration will be reduce & if we reduce the resource the operation duration will be increase.
Operation Sequence Under Development Operation Sequence & their dependency
Planning by Work Center – Forward Planning    
Working Hours Working hours consideration is under development while planning While Planning Working hours considered, considered the Working Time of the Day on the basis of Working Hours of the Work Center
Working Day Working Days consideration is under development while planning User can not schedule Work Order on Weekend
Global Off Global Off is not considered while planning While Planning we considered Global Off’s defined at Work Center
Alternate Work Center Under Development Work Orders can be moved to the alternative Work Centers only.
Planning should start from MO’s Start Date We can move Work Order beyond the Start Date of the MO User can not move Work Order before Planned Date
Weekend is Considered Under Development If Work Order going through Weekend or Global Off, then Work Order color will be lighter
Popup Message on Planning Popup on Work Order – Start Date – 09-08-2021 8:00:00 AM Stop Date – 09-09-2021 10:00:00 AM Work Center – Work Center 1 Popup on Work Order – Product – P1 Quantity – 100 Start Date – 09-08-2021 8:00:00 AM Stop Date – 09-09-2021 10:00:00 AM Expected Duration – 600 Minutes Work Center – Work Center 1 Status – Material is Not Available Users – Operator 1, Operator 2 Operation Sequence – Sequential
Purchase Lead Time Purchase Lead Time Calculation is under development Purchase Lead Time is considered in Planning
Multi Level BOM Planning Under Development Multi Level BOM Planning is provided, If we have 3 Level BOM Then Odoo will plan for the last child MO then Second Child MO & Finally it will plan for the first level MO. We have provided the dependency also.
Backorder Planning is not available Under Development Backorder Planning we have provided, If user creates the backorder Odoo will plan for the remaining quantity automatically
Planning by Work Center – Backward Planning Backward Planning is under Development Where we can give the Plan Deadline Date for the Manufacturing Order & Odoo will calculate the Lead time of the Components, Operation duration according to the Operation sequence & show the Start Date of the Manufacturing Order
Cost Analysis Report updated Cost of Components + Cost of Operations is considered Cost of Components + Cost of Operations + Cost of Labor is considered
Planning Play Ground Under Development Planning Play Ground – User will have a separate view, in that view user will plan-re plan Work Orders & once he completed then he will have a Publish button. And If user wants to cancel all the planning then he will have a Cancel Planning button
Planning By Resource Under Development New Menu is provided where we can see the planning of all resources assigned to the Work Centers, we can assign the Work Orders to any Resource or remove according to the load of the Resource
Manufacturing -> Configuration-> Quantity Control Under Development User should not start operations without having materials reserved, User should not Reserve the Materials before Plan User should not produce more than Confirmed Quantity User should not do MARK AS DONE in order to complete the MO before complete Operations
Available To Promise Under Development Available to Promise, when we get an order can we use finite forward planning based on current capacity utilization to come up with scheduled ship date.
Available To Produce Under Development On the basis of available components Odoo will show how many finished goods can be produced
Skill Matrix Under Development On the basis of Skill we can allocate users on Work Center. And If Operation is Manual then on the basis of Skills operation duration will be changed.

When it comes to Odoo ERP and the manufacturing industry, Bista provides tailored ERP solutions to best meet the clients’ 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, 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.

Get A Free Quote

Odoo Cannabis ERP

Odoo cannabis ERP

Cultivating Compliance, Quality, and Growth with Odoo Cannabis ERP

 

In the world of the cannabis industry, where strict compliance and unwavering commitment to quality control are non-negotiable factors, we have successfully crafted an all-in-one Odoo Cannabis ERP solution to meet the unique challenges of processing hemp into CBD with unparalleled precision and efficiency. It offers end-to-end tracking, robust order management, and thorough lot tracking. We are committed to transforming the landscape of the cannabis industry and new standards of excellence, making it easier for high-risk businesses like cannabis to thrive in a demanding market environment.

Odoo ERP For Cannabis Industry

Key Capabilities of Our Odoo Cannabis ERP

 

Cultivation

  • Plant Tracking: Track every individual plant through various cultivation stages, ensuring detailed monitoring and record-keeping.
  • Yield Optimization: Maximize overall yield and profitability by efficiently managing cultivation processes.

Manufacturing Processing

  • End-to-End Management: Oversee the entire manufacturing process, from extraction to final product creation.
  • Resource Optimization: Optimize resource utilization and gain insights at each stage of manufacturing for better decision-making.

Distribution

  • Comprehensive Management: Handle inbound and outbound shipments, inventory levels, vendors, facilities, and wholesale partners in a single interface.
  • Efficient Distribution: Streamline the distribution of high-quality cannabis products to consumers while tracking shipping and deliveries.

Point of Sale (POS)

  • Retail Operations: Monitor and manage your retail operations, including real-time sales tracking, inventory control, and ROI optimization.
  • Customer Insights: Gain a complete view of your customers to enhance the retail experience and expand your cannabis retail business.

Delivery

  • Logistics Management: Integrate data and business intelligence to streamline orders, scheduling, payments, delivery, and invoicing.
  • Fleet Tracking: Track your delivery fleet and optimize the distribution of cannabis products to consumers.

Reporting and Analytics

  • Data Analysis: Analyze data points and track key performance indicators to make informed and strategic decisions.
  • Customized Reports: Generate accurate reports across all processes and share them in various formats and configurations.

Quality Control

  • Quality Assurance: Facilitate quality control testing to ensure that products meet required expectations.
  • Efficient Workflows: Implement efficient workflows for quality management and track quality activities with internal, customer, and supplier focus.

Finance Management

  • Financial Visibility: Get an overall view of financial transactions and manage financial operations seamlessly.
  • Cash Flow Improvement: Improve cash flow by integrating financial processes with other aspects of the business.

Sales and Customer Management

  • Effective Sales: Manage the sales and customer lifecycle efficiently, understanding customer needs better.
  • CRM Capabilities: Attract and retain customers, increase sales, and enhance operations with the CRM module.

Compliance

  • Regulatory Tracking: Monitor, track, and report cannabis products throughout the supply chain, ensuring METRC and other compliance with changing regulatory requirements.
  • Customized Labels: Generate compliant labels customized to your business directly from the Odoo cannabis ERP platform.

Tailored Solutions for Diverse Cannabis Businesses 

  • Cultivation and Grow Operations
  • Manufacturing and Processing
  • Retail and Dispensaries
  • Delivery Services
  • Hemp and CBD Businesses
  • Seed Banks and Genetics

Why Choose Our  Odoo Cannabis ERP?

  • Modular Nature- Odoo’s modular architecture allows your cannabis businesses to start with the essential Odoo ERP modules and expand gradually as your needs grow.
  • Cost Efficiency-  Odoo’s cost-effective pricing model means you can invest more resources where they matter most—growing your cannabis business.
  • Compliance Confidence- In the highly regulated cannabis industry, staying compliant is non-negotiable. Odoo’s compliance tracking and reporting tools keep you always on the right side of the law.
  • Enhanced Productivity-  Streamlined processes, automation, and real-time data access in Odoo result in increased productivity across your Cannabis business.
  • Integration – Odoo seamlessly integrates with various software and hardware solutions, such as seed-to-sale tracking, point-of-sale (POS) systems, and e-commerce platforms, ensuring you stay connected and compliant.
  • Customer Satisfaction- With Odoo, you can provide a smoother and more responsive experience to your customers. Whether it’s order processing, delivery tracking, or customer support.

Odoo Cannabis ERP Future Proofing your Business

Our Odoo cannabis ERP is thoughtfully designed to make the most of advanced technology, including machine learning, artificial intelligence (AI), and the Internet of Things (IoT), RPA (Robotic Automation Process). These technologies are integrated to give cannabis businesses a clear edge. The key features that demonstrate how our Odoo Cannabis ERP leads in technological innovation.

RPA Automation: Streamline routine tasks like data entry and document processing for operational efficiency.

  • Machine Learning Models: Predictive analytics for yield optimization, demand forecasting, and quality control.
  • AI-Powered Smart Assistants: Chatbots and virtual assistants for seamless customer interactions and support.
  • Regulatory Monitoring: AI-driven tracking of ever-changing cannabis regulations at state and city levels.
  • Data Analytics: By integrating with Power BI to analyze historical data and provide helpful insights for decision-making, our Odoo Cannabis ERP lets you forecast the best results for all of your Cannabis and Hemp operations.
  • Process Optimization: Whether you are a grower, processor, distributor, or Cannabis retailer our Odoo Cannabis ERP automates end-to-end processes across the cannabis supply chain for accuracy and speed with RPA.

By incorporating RPA, ML, and AI into Odoo Robust Modules we have created strong solutions that improve compliance, efficiency, and decision-making for cannabis firms of all sizes.

Our Exceptional Expertise in Odoo Cannabis Solutions

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

Take control of your cultivation, inventory, sales, and compliance with Our single-integrated Odoo Cannabis ERP solution. Schedule a Call Today!

Electronic/Robotic Repair ERP

Electronic/robotic repair ERP

Electronic/Robotic Repair ERP

When you are in the electronic and robotic repair industry, there are countless details that need to be taken into consideration. Particularly when it comes down to the return merchandise authorization (RMA) and workflow process. Below we’ll discuss a client example of what you can expect if you are a company that repairs electronic and or robotic products with Electronic/Robotic Repair ERP

As we know, repairing involves restoring faulty products or applications into their former state, or to a workable condition so that it can be reused. This process needs to be managed in a proper manner and every step of this repair will need to be marked down and tracked in order to achieve optimal and easily-manageable results.

So the question becomes, is there a business management software solution that can help with exactly that? Fortunately, the answer is yes.

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, 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 which are licensed, and over 18,000 Odoo Community apps which 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 around 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. 

Centralized Platform

Before we even dwell into the specifics – let’s go over the platform. While the customer has their own portal to access information, the internal team has another where everything is centralized; a job document. From this job document, the internal team can easily view the related RMA links, all the different stages of the workflow laid out, the current stage of the job, quotations, parts orders on P.O., and much more – all under one easy-to-use platform. Not only is everything visible (including what stage the repair is in), all notes, details surrounding this are available too.

This makes the internal team’s job much easier, since they don’t need to go back and forth between screens, everything can be viewed from the one document.

Good RMA Process

The return merchandise authorization (RMA) is a key component within this industry. Having a seamless process that can guarantee everything is being checked correctly is imperative to company success. Let’s take a client example and see what was done to ensure a smooth RMA procedure. For the sake of the example, the client will be named Company X. Please note that Company X has Odoo Electronic Repair ERP implemented and customized to best fit their needs.

  • The process begins quite simply. The customer who needs their product repaired talks to the sales team at Company X to get their device fixed. Company X will then create a RMA document which will record the customer’s information, the damage description, necessary specifications such as warranty info (if applicable), manufacturing information, and whatever else is needed. 
  • Once the document is created, Company X will share it with the customer. At this point, the customer now has all the details Company X has, as well as the sales order number (ie. reference number). The customer is then directed to send the device to the appropriate warehouse upon receiving the RMA document/number.
  • When Company X receives the package with the device (i.e. electronic gadget) at the warehouse, the ‘receiving Team’ verifies that the information on the RMA checks out with the device received. This is also inputted into the Odoo inventory app via the Company X ‘receiving team’.
  • While Odoo Robotic Repair ERP has a plethora of amazing out-of-box features, its best one is its ability is customizations. If you customize Odoo correctly, the RMA would allow Company X to do the necessary configurations, prioritize what needs to be attended to, ensure accurate customer contact information, return address, as well send the RMA documents via email (and a hard copy) so that the customer can view it whenever they want to.
  • On the Odoo app, those assigned to complete this repair job will see that once the RMA is received, a button will become available to press on, and upon clicking on it – a job will be created from the RMA document.
  • When the job is created, the RMA module is done.

Workflow Configuration with Stages

So we discussed a good RMA process above, but what about the workflow configuration? How does everything flow once the job is created? We’ll continue using Company X as our example, and elaborate below.

For starters, it is worth noting that a job can take anywhere from 7 days, all the way up to months to complete. That is why a workflow was created for Company X.

  • We begin when the Production Manager (PM) evaluates whether the device (or the device’s part) is repairable or not. If it is repairable, then how much will the repair cost? Once that’s determined, the PM talks to the sales team and the sales team creates a quotation for the job. This quotation is then sent to the customer. When the customer sees the quotation from Company X, they can either approve or disapprove the quotation. Company X will have to act accordingly to the customer’s decision. If approved, we proceed to the following steps. If not, there may be deliberation (back and forth with the sales team) or Company X will ask the customer whether they want their faulty device back or would like to discard it.
    • The customer could also decline the quotation for a number of reasons: longer wait time, higher quote than anticipated, etc. If this happens, Company X will ask the customer if they want the product returned without repair or scrapped. Please note that this process is a combination of customization as well as out-of-box functionality.

Let’s back-track a little and go over some terms a customer might see.

  • If we proceed with the repair, then the customer – as mentioned earlier – will be asked to ship the device to the warehouse. When the part is received, we enter the waiting evaluation stage. This is where the device is evaluated ‘in-person’ – physically. 
  • Once the PM evaluates this, the device enters a ready-to-quote stage. This is where the Company X sales teams send a quote to the customer and the customer sees the quote/waiting for approval. Please note, this was an Odoo customization.
  • Once the customer approves of the quote, the job will change to ready to repair. At this point, the PM has to assign a technician to the job. Once that is done, the PM will change the job status to assigned. 
    • There is an Odoo out-of-box functionality where the PM could add notes for the technician to see and review prior to starting the repair job. Additionally, there is a chat text-box where the team can communicate with one another internally.

Repair Technician Overview | Odoo App

Now let’s briefly discuss what the technician sees when they log into the Odoo app on their phone.

  • When a technician logs into the Odoo app, they can see what’s been assigned to them and pick up a job based on priority.
  • When the technician completes the job and the repair is done, we move onto the quality control (QC) inspection phase of the workflow.
  • In this phase, the QC individual will pick up where the repair technician left off to make sure everything is done properly, nothing is missed and that the device works.
  • Once the QC inspection is done and approved, the repair technician will send a service report to the customer so that the customer can see and understand what operations were performed during the repair. Please note, this is also an Odoo customization that was done for Company X.

Let’s backtrack once again. What if the technician doesn’t have the necessary parts to completely repair the device?

  • In this instance, the technician can create a purchase order for the vendor from where the part will be purchased. They can also create transfers (if the product needs to be transferred elsewhere so someone else can repair it). Once the part is received by the technician, then the job can resume. This is, once again, an Odoo customization created for Company X.
    • This process falls under outsource tracking workflow. If the technician cannot repair the part in-house and needs to outsource it. Essentially, with outsource flow, Company X will outsource to a vendor who does a similar repair job – and this flow is done with an Odoo customization.
  • Also, it is worth mentioning that if the quality control inspection does not go as planned, or there is a ‘no approval’ mark, then the technician and QC individual can go back and forth until the standards are met. 
    • Once the QC approves the repair, the technician here will send the service report (sent via email or hard copy document while the device is being shipped) while the QC will move the workflow into the validate shipping stage. 
  • At this point, the shipper will pick up the product, verify all the information and clear it for shipping (mark it as ready-to-ship).
  • Company X then records the P.O. number from the customer within the sales order of Odoo before confirming that everything is ready to ship. Note that Odoo Electronic Repair ERP will not allow recording of sales until the P.O. number is marked – this is done as a preventative measure to ensure that the customer receives their device.
  • Once the sales order has been confirmed, Odoo will generate the transfer of shipment to the customer. The shipper can and will validate the sales order document.

Customer Portal (customization but also available out of the box)

Though we focused on what Company X was able to achieve with the Odoo Electronic Repair ERP implementation and customizations, the customer also reaped some benefits. With Odoo Electronic Repair ERP implemented, the customer can login and see their repair job status without having to continually contact members at Company X. Everything is online and easily accessible/visible.

This is achieved via the job portal.

The job portal not only allows customers to get all the necessary information, they can also approve and decline the quotation from here. It is seamless and easy.

Bista Solutions | Electronic ERP Transformation Partner

An electronic repair ERP is key to a smooth-sailing business. It facilitates processes, increases productivity and optimizes your business. If you want more information on Odoo ERP, or want to see a demo on how Odoo can help your company within the electronic or robotic repair industry – look no further than Bista Solutions. Our team can help you streamline the repair management process via tailored customizations.

We have nearly two decades of experience implementing ERP solutions across various industries. Additionally, the Bista team has implemented 250+ successful Odoo projects and has been awarded Odoo Best Partner across North America for its fourth time this year. So rest assured, our team has the knowledge, experience and expertise to help you reach your goals. 

You can reach us at +1 (858) 401 2332 or via our contact form today.

 

Odoo 15

Odoo 15
  • by bista-admin
  • Dec 06, 2021
  • 0
  • Category:

Odoo 15

As we all know Odoo is an all-in-one business solution when it comes to handling your Business, Shops, Restaurant, Accounting, Sales and much more. It has an intelligible, user-friendly interface that can be used on various devices. The best part about Odoo is it keeps on updating itself, making it much more interactive and user friendly to its end user. Odoo has come up with new update Odoo 15.

let’s see what awaits us there.

Odoo Chat / Discuss

Odoo 15 has come up with some of the user-friendly features in the Odoo Discuss app such as users can create new channels, add multiple members, and have a group discussion over projects.

Let’s not forget about the external group chat where users can chat with the customer and the organization other than their own in the Discuss app itself.

There is this Up Arrow available in Odoo chat where if the users send some message with typos then they can quickly click upon that up arrow and correct the typos saving some embarrassment.

With a conference call feature available, you can have a voice or video call, share a screen, and can have a detailed discussion with the team.

From the Discuss app users can also send the invite link to the external user if they want a specific user. For instance, a specific client to join the meeting.

Odoo V15 also provides emoji reactions to messages and users can use gifs images as well, making Odoo Discuss app much more interactive to users.

Odoo V15 Features

Use Ctrl + k to make Odoo simpler 

Odoo 15 provides search shortcuts. For example, with the ctrl + k command users can: 

Access any menu pages by clicking ctrl + k then typing  /menu_name.

Directly open a chat box with another user using ctrl + k then type @user_name. 

Use ctrl + k then type  #channel_name to open the specific channel.

Mass Editing in Odoo Quotations

Odoo 15 allows collaborative editing in the document where more than one user can make changes in the same quotations at the same time. 

For instance, if one user is adding products to the quotation in the meantime another user can update the terms and conditions on the same quotation resulting in saving a lot of productive hours.

Also by using the / command user can access various text formatting options in the editor.

Odoo Planning

In Odoo Planning users can track the workload of their resources just by hovering over their name where the user can see the hours available and hours reserved for the specific resources.

With the new magnifier icon, users can directly select the task, and based on the work schedule task will be automatically assigned to the resource.

Odoo Project

From the Project Application itself you can have video conferencing and if needed share a screen with the project team for a quick discussion.

Odoo 15 has introduced the project task dependencies on the Gantt chart where if any dependency arrow is in yellow or red it is considered as a critical path. This means that there are conflicts in some tasks.

In the instance mentioned above, Odoo automatically allows the computation of a critical path by clicking the small arrow icon provided in the path where the user can resolve the conflict hassle-free.

With the on-track button in the Odoo project, users can track the status of the project and create the project milestone which makes the tracking of the project much easier.

Odoo 15 allows the user to create a detailed status report of the project.

Once the project invoice is sent to the customer via sales order the timesheet of the project gets automatically attached to the invoice making everything in one place for the client.

Odoo Website

Odoo 15 comes with an Artificial Intelligence design for website templates. This is 35% faster than the Odoo 14 website. 

Users have to just select the objective and domain of their website, then select the color palette, required features and that’s it. Within a click Odoo will build the whole website for the user.

For color palettes, users even have an option to upload an image or company logo and Odoo will extract the color from the uploaded image.

Users can add shapes to the website image.

Gradient options are available for buttons and text, even the gradient editor is available for the users.

Users can add animation to their text, images, and shapes.

Odoo eCommerce

Many upgrades have been made to the Odoo Shop website. For example, you can filter the products based on the price.

A global search option for your product is available.

Users can emphasize certain products by adding a customizable ribbon.

In Odoo 15 the Product page has been redesigned to make it more user-friendly, clean, and informative at the same time.

With the spit variant and attributes section added, the page has been made more informative.

With the visibility feature, certain content can be made user-targeted. For instance, if the user wants to provide a discount on the product to the USA-based customer then the user can switch the visibility of the discount template to the USA region.

Users can customize the flow, add a gift card option, and can also integrate the e-commerce shop with their Point Of Sale.

Every feature required for running the successful website is already available on the Odoo 15 Website, still, if the user requires some additional features, Odoo 15 allows embedding it.

Odoo Email Marketing

A new mail composer has been introduced in email marketing which consists of all the relevant features available in the website builder.

With the A/B Testing feature, users can create different variations of mails and send them to different mailing lists, and select the winner based on the click rate, reply rate, or any other provided criteria.

Odoo Point of Sale

In Odoo 15 every transaction, in point of sale right from the opening session can be executed from the frontend, the user doesn’t have to jumble between front-end and back-end.

Every product in point of sale has an ‘i’ icon, clicking that opens an info box where all the details of the product are available. Users can easily select the required product attribute from there.

With the multi-pricelist option, available users can provide different price lists to different customers.

Users also have the product configurator on their POS screen so the user can configure the product then and there without having to jump into the product configurator screen.

With the Discount button on the POS screen, users can provide a global discount during the product’s transaction.

The best part is POS is integrated with all the required hardware devices without having to use an IoT box.

During payment, if the customer is paying by cash automatic cash rounding is done based on their currency.

Users can use the Ship Later button which indicates the delivery order for the product is created and the product will be delivered to the customer’s location from the warehouse.

Then there is the Cash In / Cash Out feature, suppose the user has used their personal cash then they can click on the Cash In button and add the amount which will generate the receipt as proof, then in future, the user can claim that cash from the organization.

Then we have a customer credit section if we trigger the Customers button where users can see the credit amount that customer owes the company. Users can also reprint the old invoice for reference. Customers can also pay the outstanding amount on receivables since POS is fully integrated with all the payment terms.

Since POS is fully integrated with the backend, If the user creates the quotation order for a product and confirms it. Then, from the POS screen, the user can claim a down payment for the product from the customer.

Once the order is delivered to the customer and the payment is done then the user can settle the order from the quotation screen available in POS.

If the customer has some discount coupon then Odoo POS allows the customer to use it. The user has to just click on the Enter Code button in POS and add the coupon code to provide a discount to the customer. Very simple, right?

Once the user is done for the day they can end the session and print a summary showing the whole transactions of the day.

Odoo 15 also has new inventory labels in Point of Sale.

Odoo Barcode

In Odoo 15 Barcode, with an easy receipt finder, users just have to scan the product barcode from the receipt page, and the Odoo will automatically filter out the receipt containing the scanned product.

Odoo allows the user to create a new batch for the scanned product in case the user has multiple products from the same vendor allowing the user to create the multiple order receipt.

Odoo has also introduced the reception report with customer labels so that the user knows if the product is reserved for some customer.

Odoo 15 allows the user to scan the boxes or containers. Users can either scan the boxes or manually enter the number of boxes on the screen. Odoo also provides the barcode to identify the boxes or the container and also supports SSCC codes. 

Odoo 15 enables QR code scanning and supports GS1 so just by scanning the GS1 code users will have all the details of the product.

Odoo Inventory

The inventory team can get the notification whenever the goods are available in the warehouse.

Just by scanning the container code, Odoo will tell the user which location a specific container should be stored based on the putaway strategy the user has defined.

Odoo 15 has come up with very simplified inventory adjustments such as, once the product is stored in the proper location, it allows the inventory team to launch a cycle count either manually or automate it based on the rules set in the inventory locations.

Then we have 3 reservation methods in Odoo operations which are:

  • At Confirmation: here, once the sale order is confirmed the required product quantity automatically gets reserved 
  • Manually: here, the product doesn’t get reserved on sale order confirmation so the inventory manager will have to manually do it.
  • Before Schedule Date: here, the user will have to add the days before they want the product to be reserved.

Odoo 15 has also come up with a Wave Picking feature.

There is a Batch Reservation feature in which the inventory manager can select different picking and assign the person responsible for the specific picking.

Odoo Document

In Odoo 15 users can split or merge the Odoo documents. If users have receipts or bills they can move it to finance from documents.

Users can filter out the documents and send it to a different department from the documents application.

With AI implemented in customer invoice, the user doesn’t have to add all parameters manually.

Odoo Accounting

In Odoo 15 with advanced AI implementation vendor bills will automatically match with its related purchase order.

Users can add the fleet information in their vendor bills since Odoo accounting and fleet are fully integrated with each other.

Users can also create the different disallowed expenses categories in the accounting.

Odoo 15 supports OSS which regardless of which country the user selects based on the selected country the taxes will be applied. 

The best thing about Odoo 15 accounting is it supports multiple taxes for a single customer.

More banks have been integrated with Odoo 15, in total around 25000 banks have been integrated with Odoo.

Odoo15 has Advance Payment Tolerance methods that allow automatic reconciliation of bank transactions.

In tax reports, Odoo supports multiple tax statements and users can filter out the report based on the OSS.

Also, Odoo allows you to create a provisional account for all the unbilled records at once.

Odoo ERP | Bista Solutions

Hopefully, this blog gives you a better understanding of Odoo 15.

It is worth noting that the default Odoo 15 modules can be customized to suit the requirements of different industries.

If you want to know how to customize Odoo 15 for your business, you can contact an experienced Odoo implementation partner like Bista Solutions who can customize the modules as per your business requirement. The Bista team is an Odoo Gold Partner, has implemented 250+ successful Odoo projects and has been awarded Odoo Best Partner across North America for its fourth time this year. 

If you need any assistance or have questions regarding Odoo 15 (upgrading or implementing it) schedule a free consultation with us using this contact form.

Odoo Engineering To Order ERP

Odoo Engineering to order ERP

Odoo ERP for Engineering to Order (ETO) Industries

Companies within the engineering to order (ETO) industries face several additional challenges compared to others. This is mainly due to the fact that companies within this vertical often follow a unique sequence to completion that is specific to the product they are manufacturing. When things are this precise, every stage of the cycle matters. Especially to achieve the desired results. It is worth noting, however, the stages that may cause the most issues are: Product Configurable, Raw Material Management, Project Management, Due-dates, Payments, Warranties, Product Rework, Repairs, Customer Management and Customer Satisfaction. In order to account for such problems, ETO companies should have a contingency in place – namely one known as an enterprise resource planning (ERP) software. This system should be able to grease the processes, allowing smooth movement from Product Configuration all the way to the end; including, Product Sale, Product Dispatch, Product Repair, as well as Warranties. There are certain ERP’s which are build and customized for ETO industries. One of those ERP’s is Odoo Engineering To Order ERP.

Engineering to Order ERP

A great business management system that is suited for the likes is Odoo ERP. Odoo, also known as On-Demand Open Object, is an enterprise resource planning that combines a suite of business management software tools that can be used company-wide. 

Listed below are the features that we provide to our Odoo ETO ERP:

Project Budgeting & Costing Time || Seamless Process

Project Costing, aka Project Cost Management, is the process by which one can plan and manage the budget of a business or project. Simply put, it’s there to avoid going over-budget, as well as to simplify comparison between that planned costs and the actual expenses. 

This module is both important and often the most exercised part of project management. Since the ETO companies have to manufacture projects uniquely (i.e. with a new design and such), the costs will vary with respect to the type and design of said product. As such, the company should have an accurate costing module to navigate the precise product cost. 

To find the manufacturing cost of the product all the verticals of the manufacturing process will be taken into consideration. Fortunately, Odoo is an integrated ERP that maintains data of all modules and can give you the correct findings. In fact, Odoo has different integrated modules that hold the record of the raw material, estimated labor hours, transportation costs and much more are maintained, making it easier to get precise product costs. 

Needless to say, Odoo’s Budgeting and Costing Module is a strong addition to the Odoo Engineering to order ERP.

BOM (Bill of Material) || Lower Time Consumption

Bill Of Materials is the most important aspect while planning the manufacturing cycle of any product. Every product that has to be manufactured by ETO companies requires a different list of necessary raw materials. The specific use of BOM is to associate each required part per material to the specific operation included in the manufacturing process.

Odoo’s Manufacturing Module provides the featured functionality for making a BOM with an accurate material list. It shows organized records of multiple sub-assemblies, final assembly, raw materials and components. This means that with Odoo Engineering To Order ERP you can create the BOM quickly and without much hassle. 

Scheduled Reporting || Quickens Manufacturing Time

Scheduled Reporting improves time management, as it keeps you on top of things that need to be completed and reviewed. It will help you to prioritize tasks and processes and you can carry out them as per the project/product requirement. This directly reduces the lagging time while improving the manufacturing time. 

Scheduled Reporting makes you aware of priority tasks and allows you to meet their deadlines. Both employees and managers can find the lagging time and work on improving it, increasing the efficiency of the employees. Odoo’s Scheduled Reporting feature also includes the facility of directly sending alerts to the employees and HODs depending upon the due dates of the tasks on hand.

Inventory Management Module || Constant Updates

To accomplish the exact requirement of the product in the ETO companies its inventory should be well-equipped and the essential product should always be available. In an organization where every product differs, the required material(s) will be different and the inventory has to be managed accurately as well. 

Odoo’s Inventory Module has many features so that overstocking and understocking issues do not occur. This would also help companies better manage inventory planning and ordering. Good inventory management helps one fulfill all the requirements quickly and efficiently. This, in turn, allows for on-time project / Product Completion. With this, product delivery can be accomplished within the timeframe that was initially estimated, leading to a higher level of customer satisfaction.

Odoo Engineering To Order ERP & Bista Solutions

If you are within the ETO space and thinking about implementing or improving your current business management software solution, don’t hesitate to get in touch with Odoo ERP consultants. 

Bista Solutions is an Odoo Gold Partner and recently won the Odoo Best Partner award across North America 2021. This is our fourth win since our partnership with Odoo, with previous ones in 2018, 2016 and 2015. Additionally, we have nearly two decades of experience implementing ERP solutions across various industries. 

So you can rest assured, our team has the credentials necessary to optimize your company’s ETO sequence. We can even tailor the app to best fit your needs. 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 Partner California CA.

Odoo Partner in California

An enterprise resource planning software (i.e. a business management software) can help companies in a plethora of ways. However, one of the most important contributions of an ERP system is that it can streamline and automate processes, creating a leaner, more accurate and efficient operation. Which, in turn, can lead to a successful business. Odoo ERP functions in the same manner. Created as a comprehensive open-source enterprise resource planning software, it features thousands of applications. All of which are created and designed to improve and optimize business processes. However, with countless options to choose from, implementing the correct solutions may not be the easiest of tasks. And implementing all the apps is not only counterintuitive, but also a waste of resources. Fortunately, an Odoo Partner in California is more than equipped to help you find the ideal solution fit for your business’ needs.

Our California Office Address:

39180 Liberty St, #101,
Fremont, CA 94538, USA.

Phone No: +1 (858) 401 2332

E-mail: Sales@bistasolutions.com

Odoo: App for Every Need

Odoo ERP has over 30 enterprise apps (licensed) and over 18,000 Community apps (free and open-source). Whether the company’s goal is to boost sales, integrate services, streamline operations, amplify marketing, manage finances, build a website, or such – an Odoo Partner in California can help. Since Odoo offers apps based on the business department (i.e. marketing or HR), you can rest assured the ERP system you are implementing is well-rounded and tailored to your business’s specific needs and requirements.

In addition to providing companies with modular solutions to optimize operations, Odoo is also known for: 

Complete

  • With thousands of apps to choose from; licensed and free-to-use/customizable, an Odoo partner in California will be able to assist with any issue you are facing and find an appropriate ERP solution.

Affordable

  • Odoo is nearly 5-10 times less expensive than comparable, alternative ERP solutions on the market.

Scalable

  • Whether you are a small business or a mid-size enterprise, Odoo works for all company sizes. In order to scale, you simply add users/modules every time you need the ERP software to match your company’s growth.

Customizable

  • An Odoo Partner in California will have experienced developers on their team, making it a breeze to tailor an Odoo app to best fit your business needs.

User-Friendly

  • Odoo features an intuitive UI for both basic and advanced users.

Odoo ERP Services

While the services far exceed the following, an Odoo Partner in California will provide you with the services listed below as the bare minimum:

Odoo Consultation

  • This is where the Odoo Partner in California will take a call with you, or even visit your company on-site in order to assess the situation, identify any gaps in the business and have a conversation with you to understand your needs and pain points. After which, the ERP implementation team will design solutions that will help you achieve, and exceed, your business goals.

Odoo Implementation

  • Upon the consultation, the Odoo Partner in California will lay out the timeline among all the other necessary details surrounding the implementation of the Odoo ERP.

Odoo Customization

  • With Odoo being open-sourced, the Odoo Partner in California will do their best to customize the necessary apps and tailor them to your business needs. The goal of the customization is to turn any app into your business’ dream software.

Odoo Integration

  • If you are currently using different software to manage your business systems, an Odoo Partner in California can easily integrate it with the Odoo ERP.

Odoo Support

  • Any Odoo Partner in California should be able to provide you with 24/7 support after the implementation. Issues are unpredictable, but adequate support is a necessity.

In addition to what any Odoo Partner in California should be expected to provide you, how can you ensure that they are the ideal fit for your company?

Consider how long the Odoo Partner in California has been in the industry, how many successful implementations they have had, what are their accomplishments, and so forth. Additionally, check to see whether this partner has had experience with similar issues in the past and whether they have the necessary resources, knowledge, and team (i.e. developers) available to help rectify this issue. Another great way to gauge this is by checking the partner’s client’s testimonials/case studies to see if their claims match up. Lastly, and most importantly, take a look at their presence. Ensuring your Odoo Partner in California, or elsewhere, is capable of meeting you on-site during the process, as well as being able to provide you with support and aid off-shore is key to a successful implementation.

Why is Bista the Right Odoo Partner in California

There are many reasons as to why Bista Solutions is the ideal partner for your Odoo needs in California and across the United States. In addition to having been around for nearly two decades, and completing over 250 successful Odoo ERP implementations, the Bista team is a certified Odoo Gold Partner and a four-time winner of the Odoo Best Partner award – with the latest win in 2022.

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”

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Furthermore, we have over 200 developers on and off-shore and have the ability to provide support 24/7 during and after the implementation. We not only implement the software but also hold your hand until the support and migration services have been completed. Additionally, 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 Atlanta GA USA

Best Odoo Partner in Atlanta

Sometimes, the need to implement ERP software is evident. Other times, the problem isn’t so clear even when there are signs indicating otherwise. This could include your company not having any real-time data, or being forced to manually enter your data. It could also involve dissatisfied customers or favoring technology over results. The simple truth is, there are countless signs that companies often miss because they are too focused on other aspects of the business. Fortunately, an Odoo Partner in Atlanta would be able to shine a spotlight on said problems and help you with a solution.

Our Georgia Office Address:-

3295 River Exchange Drive, Suite 150,
Norcross, GA 30092, USA.
Phone No: +1 (858) 401 2332
E-mail: Sales@bistasolutions.com

Why Choose Odoo

Business management software is crucial to managing one’s business operations. Good management leads to better operations which ultimately leads to business success. With Odoo being the world’s most popular ERP software and providing users with an open-source application suite for their business needs – there is no greater alternative. In fact, Odoo has over 30 enterprise apps on Odoo (licensed) and over 18,000 Community apps (free and open-source). Whether the goal is to boost your sales, integrate services, streamline operations, manage finances, amplify marketing, build a website, or anything of that nature – Odoo has you covered. In fact, Odoo offers apps based on the business department (i.e. marketing or HR) as well.

Odoo allows you to avoid the difficulties of multiple disparate software and instead have one connected & efficient system. Additional reasons to choose Odoo:

Complete

    • There are literally thousands of apps to choose from; licensed and free-to-use/customize. So whatever solution your Odoo Partner in Atlanta (and you) are looking for, you are sure to find with Odoo ERP.

Affordable

    • Odoo is nearly 5-10 times less expensive than comparable, alternative ERP solutions on the market.

Scalable

    • Whether you are a small business or a mid-size enterprise, Odoo works for all company sizes. Scaling your business is a breeze when all you need to do is simply add users/modules every time you need the ERP software to grow alongside your company.

Customizable

    • Your Odoo Partner in Atlanta will have experienced developers on their team, making it super easy to tailor an Odoo app to best fit your business needs.

User-Friendly

    • Odoo has an intuitive UI for both basic and advanced users.

Traits of a Best Odoo Partner in Atlanta

Experienced Consulting

  • Consider how long the Odoo partner in Atlanta has been in the industry, how many successful implementations have they have had, what are their accomplishments, and so forth.

Subject Matter Expertise

  • The question is whether the Odoo partner in Atlanta has the experience on the issue at hand. If you need to update the accounting system or include a manufacturing module, or anything related to that – does the partner have the knowledge as well as the resources to make it happen?

Technical Expertise

  • Inquire whether the Odoo partner has developers on hand who can implement the ERP with ease. This includes knowing how to configure apps, customize apps, develop apps, and of course be able to support you after the implementation is complete.

Industry Expertise

  • The best way to see if a partner is the right fit is by looking at their client testimonials and case studies within your industry. If they have the resources to back up their claims, then odds are that they will be able to meet your requirements.

Presence

  • Implementations are not a small job, nor do they begin and end swiftly. Ensuring your Odoo partner in Atlanta, or elsewhere, is capable of meeting you on-site during the process, as well as being able to provide you with support and aid off-shore is key to a successful implementation.

Why is Bista the Right Odoo Partner in Atlanta?

Bista Solutions has nearly two decades of experience and over 250+ successful Odoo implementations across various industries. Additionally, the Bista team is a certified Odoo Gold Partner and a four-time winner of the Odoo Best Partner award – 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”

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Furthermore, we have over 200 developers on and off-shore and have the ability to provide support 24/7 during and after the implementation. We not only implement the software, but also handhold you till the support & migration services have been completed. Additionally, customer service is our utmost priority; we have a dedicated 24×7 support center to help our clients whenever they need us. With testimonials and case studies to back up our claims, you can rest assured that our team will have you completely covered.

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 Georgia USA

Odoo Partner in Georgia

Enterprise resource planning (ERP) software has a multitude of benefits for businesses across all verticals. From streamlining workflows to accurate financial planning to optimized processes to better insight and so much more. An example of this type of system would be the Odoo ERP which combines a suite of business management software tools that can be used company-wide. Whether you are a small company, mid-size or large enterprise, Odoo has apps that will help improve or upgrade your current systems. The best way to get this process started is via an Odoo Partner in Georgia.

Our Georgia Office Address:

3295 River Exchange Drive, Suite 150,         
Norcross, GA 30092,
USA.
Phone No: +1 (858) 401 2332

E-mail: Sales@bistasolutions.com

Odoo Community & Odoo Enterprise

Odoo ERP has over 30 enterprise apps (licensed) and over 18,000 Community apps (free and open-source). While some apps are paid, there are thousands that are free to use. The best part about the price (or lack thereof) is that free apps are open-sourced. This means that with an experienced developer, you can tailor the apps to fit your company’s needs and requirements.

Additionally, these apps help companies boost sales, integrate services or platforms onto Odoo, streamline operations, manage finances, amplify marketing, and build a website, among many other things. Apps are also segregated by company departments in order to ease the search. For example, Human Resources apps include apps created to facilitate recruitment, manage employees’ work hours, and whatnot.

It is worth noting that while there are a plethora of apps to choose from, only a subject-matter expert will be able to assess your company’s structure and gaps in order to match you with the most optimal solution. Just because there are thousands of apps available does not mean all of them will serve your interest. Accredited Odoo partners in Georgia will have the knowledge and experience to recommend ideal implementations for your company. Not only will the team assess your business’s pain points, but they will also offer cost-effective and modular solutions to optimize operations.

Why Choose Odoo ERP?

There are many reasons beyond the aforementioned ones to choose Odoo. However, if we were to really narrow it down to the best reasons, they include:

Complete

With thousands of apps to choose from; licensed and free-to-use/customizable, an Odoo Partner in Georgia will be able to assist with any issue you are facing and find an appropriate ERP solution.

Affordable

Odoo is nearly 5-10 times less expensive than comparable, alternative ERP solutions on the market.

Scalable

Odoo works for all company sizes and scalability is easy. Simply add users/modules every time you need the ERP software to match your company’s growth.

Customizable

All you need is a developer to tailor an Odoo app to best fit your business needs.

User-Friendly

Intuitive UI for both basic and advanced users.

Characteristics of an Ideal Odoo Partner in Georgia

With Odoo and its benefits established, how do you go about picking the right Odoo Partner in Georgia or across the USA? Fortunately, Odoo ERP has a page dedicated to its certified partners across the globe. If you are in the United States (i.e. Georgia), you would want to pick an Odoo partner from that region – ideally from North America. This way, they know the market in which you operate. Next, check to see their ranking and how many projects they have taken on that Odoo knows about (i.e. their reference list). The Odoo Partners in Georgia or elsewhere that you select should be in the top tier. This essentially means that these partners have proven themselves to know the Odoo ERP system inside and out, as well as have enough experience implementing it across various industries.

Some other characteristics to look out for in an Odoo Partner in Georgia (or elsewhere) include:

Experienced Consulting

It is important to note how long the Odoo partner in Georgia has been in the industry, how many successful implementations have they had, what are their accomplishments, what their past clients say, etc. Ask the right questions to avoid problems down the line.

Subject Matter Expertise

Does the Odoo Partner in Georgia have experience with the issue at hand? Does the partner have the knowledge and resources to solve your problem? Have they worked with accounting modules, do they have clients within the manufacturing industry, etc. Look at their reference list and see if they’ve solved similar problems in the past.

Technical Expertise

Does the Odoo Partner in Georgia have developers on hand who can implement the ERP with ease? This includes knowing how to configure apps, customize apps, and develop apps as well as being able to support you during and after the implementation.

Industry Expertise

The best way to see if a partner is the right fit is by looking at their client testimonials and case studies within your industry. If they have the resources to back up their claims, then chances are that they will be able to meet your requirements.

Presence

Implementations are not a small job, nor do they start and end quickly. Ensuring your Odoo Partner in Georgia is capable of meeting you on-site during the process, as well as being able to provide you with support around the clock, whether on-shore or off-shore, is key to a successful implementation.

Why is Bista the Right Odoo Partner in Georgia

Beyond winning the Odoo Best Partner award four times, with the fourth being for the year 2021 – Bista Solutions has over 200 cost-efficient developers on and off-shore to help you around the clock. Implementing ERPs for nearly two decades, and having over 250 successful Odoo implementations under our belts,  Bista Solutions is the ideal partner for your Odoo needs in Georgia and across the United States. Additionally, we have client testimonials/case studies to back up our claims so you can rest assured that we have you fully covered.

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”

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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.