Odoo Metal ERP

Odoo Metal ERP: Transforming the Metal Industry

In the dynamic world of the metal industry, a seamless and integrated solution is essential to meet complex requirements and conquer unique challenges. Our Odoo Metal ERP offers all that in a  comprehensive suite of business management tools tailored for your specific metal business. Let’s dive into how Odoo Metal ERP can revolutionize operations in your industry:

What Our Odoo Metal ERP Software Offers?

  • Production Analytics: With Odoo ERP, you can closely monitor and control your production cycle to ensure efficient and timely order fulfillment. Production Analytics Reports provide an aggregated view of your production status, helping metal manufacturers make informed decisions.
  • Item Variants: Metal businesses frequently deal with a wide range of product permutations, such as different finishes or lengths. Odoo Metal ERP allows you to manage these variations through Item Variants, where the primary item is stored as a template, and each variation is stored as an item variant.
  • Multi-Level Bill of Material (BOM) Management: Odoo offers robust BOM management capabilities for metal fabrication. Whether your BOMs have operations or not, and whether they are single-level or multi-level, Odoo streamlines the creation and management of BOMs for your metal products.
  • Shop Floor Management: For metal fabrication businesses, efficient shop floor management is crucial. Odoo’s Shop Floor Management module includes features like Job Cards, Operations, and Workstations, allowing real-time monitoring of activities on the shop floor.
  • Material Resource Planning (MRP): Odoo simplifies material procurement and production planning for metal products when dealing with numerous variants. The MRP functionality in Odoo helps you track material consumption and optimize resource utilization.
  • Subcontracting: Metal fabrication often involves outsourcing specific processes. Odoo’s Subcontracting feature allows you to easily manage outsourced activities, such as drawing or packaging, by supplying raw materials to third-party distributors or suppliers and tracking all related activities.
  • Capacity Planning: Optimize your workstations and eliminate production bottlenecks with Capacity Planning in Odoo. You can maintain and manage planning schedules for a predefined period, ensuring efficient resource allocation.
  • Batched Inventory: Odoo supports the management of batched inventory, which is particularly useful for metal businesses producing products in batches. You can track manufacturing and expiration dates, scan item barcodes, and make data-driven decisions for batched stock.
  • Multiple Units of Measurement: Odoo allows you to manage various units of measurement for your inventory and set up conversion factors in the Item master. This ensures smooth sales, purchases, and stock transactions, with all conversions handled seamlessly.
  • Supplier Portal: Odoo offers a Supplier Portal, enabling effective communication and collaboration with suppliers. Suppliers can submit requests for quotations, access ongoing purchase orders and receipts, and raise purchase invoices for fulfilled orders. This feature streamlines the procurement process.
  • Stock Replenishment: Prevent stockouts by setting reorder levels in Odoo. When stock levels fall below the reorder point, Odoo automatically generates material requests, ensuring timely inventory replenishment and reducing the risk of stock exhaustion.
  • On-The-Fly Customizations: Customize your Odoo ERP system to match your specific metal manufacturing needs without coding. You can add custom fields, adjust form behavior, and create custom print formats to adapt the system to your requirements.
  • Multilingual Support: Odoo supports over 100 languages, making it accessible and user-friendly for metal businesses operating globally or with multilingual workforces. This multilingual support fosters inclusivity and ease of use.
  • Self-Onboarding & Empowerment:  Odoo provides comprehensive documentation and video tutorials for self-onboarding, enabling a smooth and rapid implementation process. This DIY approach empowers organizations to achieve manufacturing excellence with Odoo ERP. 
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Answer To Key Challenges by Odoo Metal ERP Solution

  • Price Volatility –  Odoo’s Inventory and Procurement modules optimize stock levels to manage volatile metal prices (e.g., steel, aluminum, copper). Additionally, the financial module aids in cost tracking and financial planning.
  • Global Competition –  Odoo can support quality control and traceability, ensuring that products meet international standards and its adaptability helps you quickly adapt to changing market demands and customer preferences.
  • Resource Scarcity – With Odoo’s Inventory Management, you can smartly optimize your raw materials, cut down on waste, and make your resources last longer. Plus, it lets you explore alternative materials and handle your supply chain more efficiently to deal with resource shortages.
  • Energy Costs – Odoo comes with handy cost management tools to keep an eye on how much energy you’re using and spot areas where you can do better. You can also use Odoo Metal ERP to easily bring in energy-efficient tech and practices to make your operations more eco-friendly.
  • Supply Chain Disruptions – Odoo’s real-time inventory tracking and demand forecasting help businesses respond to disruptions effectively. The Supplier Portal in Odoo Metal ERP can foster improved supplier engagement and base diversification.
  • Technological Advancements – Odoo serves as a robust platform for businesses to seamlessly integrate and adopt advanced technologies. It  facilitates the development of custom modules and third-party integrations, empowering companies to stay at the forefront of technological advancements
  • Safety Concerns – Odoo’s here to help boost safety at work. It can track and enhance safety measures and guidelines. Plus, with its documentation and training modules, employees can get a handle on safety procedures and stay in the know.
  • Quality Control –  Odoo’s Quality Control module allows businesses to maintain consistent product quality by setting quality standards, conducting inspections, and managing non-conformities.
  • Changing Customer Demands- With Odoo’s CRM and sales modules, you can tap into insights about customer preferences and market trends, making it easy to stay on top of customer needs.
  • Recycling and Circular Economy- Odoo easily facilitates recycling and incorporates recycled materials, with its sustainability features supporting eco-friendly practices.
  • Health and Safety Regulations – Odoo’s compliance management helps businesses document safety policies, manage training, and report incidents, ensuring you’re always on top of your safety game.
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Why Choose Odoo for the Metal Industry?

  • Seamlessly Adapts to Unique Metal Processes
  • Comprehensive App Integration for End-to-End Support
  • Simplified Quality Control Reporting
  • Real-Time Insights for Informed Restocking
  •  Customized Accounting for Precise Cost Allocation
  • Dynamic Pricing to Stay Current
  • Real-Time Business Intelligence
  • Cost-Effective Solutions for All Sizes

Odoo Metal ERP

Trusted ERP Partner: Bista Solutions

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

Unlock Enhanced Efficiency and Success in the Metal Industry with Odoo Metal ERP and Bista Solutions as Your Trusted Partners. Contact Us Today!

Odoo Metal Fabrication ERP

Odoo ERP for the Metal Fabrication Industry
As one of the biggest industries around the globe, the metal fabrication industry undergoes an extensive process when it comes to manufacturing metals and ensuring its usability for various other sub-industries. In fact, the steps (and sub-steps) consist of casting, chipping, extrusion, forging, welding and much more in order to achieve the final product result. Needless to say, the execution must be done perfectly. As such, it only makes sense to implement the correct business management solution to increase both the efficiency and productivity of the company within such an industry. We have decades of experience with metal fabrication ERP implementation. We implement Odoo metal fabrication ERP for various companies in metal industry, some of them are listed at the bottom of the page with link to customer testimonials.

What is Odoo?

Odoo is an enterprise resource planning system that combines a suite of business management software tools. Known for its cost-effective and modular solutions, Odoo has a wide array of applications (apps) that can be implemented to improve business processes across the company. Essentially each app helps companies across all verticals with a specific part 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. Apps are also segregated by company departments in order to ease the search (i.e. Human Resources apps include apps created to facilitate recruitment, to manage employees work hours, and such).

There are 30 Odoo enterprise apps (licensed) and over 18,000 Odoo Community apps (free and open-source). With the majority of its apps being open-sources, developers can easily tweak them in order to tailor them to a specific company. This means, with Odoo, you don’t have to change your company to fit an ERP – instead, Odoo works around your company’s needs and requirements. Furthermore, with countless integrations available, no matter what other platform you may be using to meet your business needs, the platform can be seamlessly integrated into Odoo.

There is very little Odoo cannot achieve, and with the Odoo 15 version recently released, the possibilities of improvement upon the implementation of Odoo are endless.

This brings us to how Odoo ERP can benefit companies within the metal fabrication industry.

Metal Fabrication Industry

Benefits of Odoo ERP for Metal Fabrication Industry

  • Precise and Accurate Product Configuration

The configurator app in Odoo ERP is capable of designing a product as per parameters and features given by the client. The product configurator reduces recursive errors and can shape up the products with minute details. Additionally, the product configurator is able to optimize the manufacturing process and simplify the complexity in model designing. This will automatically reside the manufacturing time, and the client will be able to receive their ideal product with the accurate design in less time.

  • Automation of Business-Process Operations

Odoo ERP can manage and reuse the database of the client within the same company. As such, any information that has been recorded in the client database can be used by other integrated apps. In fact, Odoo ERP is proficient in managing various processes within the metal fabrication industry. For example, end-to-end processes, which begin from the purchase of raw materials and end at the sales process of the finished metal sheets can be automated by Odoo.

  • Effective Inventory Management

A crucial component within the metal fabrication industry is inventory management. In addition to providing the required components of the product at any time, this department must make use of the inventory in order to maximize the productivity and profitability of the company.

Odoo ERP has effective functionalities to streamline different inventory management operations. If the company is huge, odds are that the quantity of the raw materials used within said company must also be huge. Odoo’s Inventory Management App helps avoid unnecessary accumulation of raw material dead stock. It can also analyze the demand when needed and as such, the department can plan procurement for further use.

  • Seamless Accounting and Finance Management

Odoo ERP allows data sharing with core business apps. This means that if, for example, within any business department, a change has been made in terms of purchasing production or inventory, Odoo’s finance app will automatically capture those changes and record them. Account Payable (AP) and Account Receivable (AR) information is also recorded as it is necessary to track customer payments, invoices and cash flow.

Odoo’s automated AP and AR processes in the finance app can effectively manage payments in a seamless manner. With it implemented, your company will never be late to make a payment. Instead, the company can reap its benefits via a quick collection of receivable payments.

Some other features of Odoo’s finance app help boost your company’s productivity. With accounting being transparent on the Odoo system, financial monitoring is a breeze. Additionally automated data entries reduce the chances of human error in both accounting and finance. As such, this app basically helps the company with risk management.

  • Quality Checks

With the metal fabrication industry, the company needs to ensure correct quality check environments in order to meet the expectation of the final manufactured product. This will involve testing the quality of product at various stages while the product is being manufactured. If there is a problem en route, the issue can be analyzed and corrective action can be taken. Quality awareness directly improves the product quality which can ensure clientele satisfaction. That’s where Odoo’s Quality Control app comes in play. Not only does it help with monitoring and double-checking, it can also help a company manage their product quality control.

Bista Solutions | Trusted ERP Partner

If you want more information on the Odoo ERP, or want to see a demo on how Odoo can help your company within the metal fabrication industry – look no further than Bista Solutions.

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 you can rest assured, our team has the knowledge, experience and expertise to help you reach your goals.

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

Engineer To Order ERP

Engineer To Order (ETO) ERP

Engineering to order is a type of manufacturing where the product is designed, engineered, and produced after the order is received. With ETO a manufacturer can meet the exact specifications of their customer. Engineering To Order ERP is designed to solve the problems faced by companies in the ETO manufacturing environment. ETO companies need ETO ERP to support their unique manufacturing processes such as scheduling, vendor management, resource allocation, inventory management, CRM, financial management estimations & production.

Also, ETO ERP helps companies to support their processes in regard to resource planning, product design, cost allocation, material allocating, communication & customer interactions. With the right Engineering To order, ERP solution companies gain real-time insight into daily bases operations processes.

If you are running an Engineering to order company, you know how hard, problematic, and expensive delays can be. Bista Solutions Engineering to Order ERP provides real-time insight to ETO manufacturers to streamline the Quote-to-invoice process, Order-to-sale, improve operational functionality, & manage financial costing. Our Engineer order ERP maximizes return on investment by:

  • Increase sales by increasing the sales-win ratio
  • Lower operational cost
  • Simpler and precise Quotations
  • Increased resource productivity
  • Hardly any Errors
  • Reduced engineering time
  • Better product design and optimization
  • Better communication with clients
  • No delay
  • Increased profitability

Bista Solutions Engineer-To-Order ERP

Some of the benefits offered by Bista Solutions:

  • Improve Product Design: Bista Solutions Engineering To Order ERP solutions provides a platform to connect manufacturers & customers electronically, so they can constantly share product design till finalized.
  • Configure Price Quotes: Our ETO ERP offers an import and export of multi-level bills of materials from and to the design model. Bill of material application helps manufacturers to control over development & re-visioning of the product.
  • Streamline Purchases & Control Inventory: Ensure easy and fast communication of purchases from suppliers across the globe with our purchase order functionality. Our MRP application enables manufacturers to calculate what they need, and when they need it, taking in consideration the supply and demand, lead times, current inventory levels & order policies.
  • Accelerate Production Schedules: With our MES and Work-in-progress app you can maintain accurate material in progress, capture costing, and tracking of time, & overheads consumed in production.

Odoo Engineer To Order ERP

Bista Solutions is an ERP consulting company with more than 2 decades of industry expertise. If you are looking for an ERP implementation, contact us by filling out the form.

Odoo SOX Compliance ERP

Odoo SOX Compliance

 

What is SOX Compliance?

The Sarbanes-Oxley Act of 2002 was passed by U.S. lawmakers to reinforce honesty and transparency within corporate practices – designed to protect investors, essentially. This was done in the midst of various public accounting scandals and corporate failures of the past. While this act affects companies within the USA, specifically companies that operate in the capital public market. Non-public entities, however, are also finding bankers, investors and the lot expecting increased transparency and real-time disclosures. Even though non-public entities are not legally bound by this law.

SOX Compliance, since its birth, has mandated a number of reforms to enhance corporate responsibility, combat corporate and accounting fraud as well as enhance financial disclosures. And while there is no software application certification provided under the Act, there are

Controls & Processes under SOX Compliance

There are a number of obligations a public company (and even private ones) should adhere to. Although, as mentioned above, only the public companies are held accountable. Essentially, all public companies are obligated to provide accurate proof of their financial reporting.

  1. Companies should ensure that they are keeping their data secure and free of any kind of tampering.
  2. Companies should ensure that they are logging and tracking all their information, any security breaches of their information/system and any processes they have in place to ensure that lessons are learnt from any issues that they have.
  3. Companies should have logs made of everything. These logs should be secure and protected against anything; such as unauthorized individuals accessing them, accidental removal, deletion, amendment, and whatnot. Additionally, they should be readily available for auditing if and when required.
  4. Companies need to prove their compliance for the past 3 months (90 days), and as such should have the necessary information to do so.

What does SOX Compliance for a business mean?

SOX compliance for a business means that when a SOX audit comes around, the company will need to prove its compliance where necessary. Usually the IT department in a company handles this by providing the required documentation such as logging, access controls, change controls, and more. This information basically confirms that the company has met financial transparency and data security controls requirements.

As aforementioned, SOX was created to protect investors by decreasing potential fraud. The reason why a public company would want to meet SOX compliance is to avoid government penalties. There are multiple steps that go into this type of compliance, including security, IT responsibility, contractual agreements, signing officers, and much more.

When it comes to SOX and ERP, the important titles would be 302, 401, 404, 409, 802, 902, and 906. Let’s quickly go over what each title does as quoted per the Sarbanes-Oxley 101 website.

SOX 302: Corporate Responsibility for Financial Reports

In this title, the CEO and CFO are directly responsible for the accuracy, documentation and submission of all financial reports as well as the internal control structure to the SEC.

SOX 401: Disclosure for Periodic Reports

This title deals with financial statements and their requirement to be accurate and presented in a manner that does not contain incorrect statements or admit to state material information. These statements would also include all material off-balance sheet liabilities, obligations, and transactions.

SOX 404: Management Assessment of Internal Controls

This title states that all annual financial reports must include an Internal Control Report stating that management is responsible for an “adequate” internal control structure, and an assessment by management of the effectiveness of the control structure. Any shortcomings in these controls must also be reported. In addition, registered external auditors must attest to the accuracy of the company management assertion that internal accounting controls are in place, operational and effective.

SOX 409: Real Time Issuer Disclosures

This title requires companies to disclose on an almost real-time basis information concerning material changes in its financial condition or operations.

SOX 802: Criminal Penalties for Altering Documents

This title imposes penalties of up to 20 years imprisonment for altering, destroying, mutilating, concealing, falsifying records, documents or tangible objects with the intent to obstruct, impede or influence a legal investigation. This section also imposes penalties of up to 10 years on any accountant, auditor or other who knowingly and wilfully violates the requirements of maintenance of all audit or review papers for a period of 5 years.

SOX 902: Attempts & Conspiracies to Commit Fraud Offenses

This title discusses white-collar crime penalty “enhancements”.

SOX 906: Corporate Responsibility for Financial Reports

This title addresses criminal penalties for certifying a misleading or fraudulent financial report. Here, penalties can be upwards of $5 million in fines and 20 years in prison.

Ideally, your business management software (i.e. ERP software) should be able to accommodate all these compliance requirements – because they are particular, and the fines are hefty.

SOX Compliance and Odoo

So let’s talk about the best ERP software that can get this job done. Odoo ERP.

Odoo (On-Demand Open Object) is an enterprise resource planning system that combines a suite of business management software tools. Known for its cost-effective and modular solutions, Odoo has a wide array of applications (apps) that can be implemented to improve business processes across the company.

There are 30 Odoo enterprise apps (licensed) and over 18,000 Odoo Community apps (free and open-source). With the majority of its apps being open-sources, developers can easily tweak them in order to tailor them to a specific company. This means, with Odoo, you don’t have to change your company to fit an ERP – instead, Odoo works around your company’s needs and requirements.

Furthermore, with countless integrations available, no matter what other platform you may be using to meet your business needs, the platform can be seamlessly integrated into Odoo. Additionally, Odoo can be customized to fit your company’s as well as industry’s and government requirements’ needs. This means that if you need compliance (such as SOX compliance), Odoo is the perfect ERP solution for that.

There is very little Odoo cannot achieve, and with the Odoo 15 version recently released, the possibilities of improvement upon the implementation of Odoo are endless.

SOX Compliance and Bista Solutions

If you want more information on Odoo ERP, or want to see a demo on how Odoo can help your company achieve SOX compliance – look no further than Bista Solutions.

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 you can rest assured, our team has the knowledge, experience and expertise to help you reach your goals.

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

Odoo Repair Management ERP

Odoo Repair Management ERP

Product manufacturing companies put in a lot of effort to deliver exceptional results. With some businesses, the moment the product is sold to the customer – their responsibility ends. However, with product manufacturing companies, the opposite is true. Sometimes, a product purchase could lead to another service beyond retail; maintenance and repair – which could last anywhere from several weeks to many years.

Repairing involves restoring the faulty product or an application into a workable (or original) condition so that it can be reusable. The procedure needs to be managed properly and every step of the repair process has to be recorded in order to monitor the repair time, repair cost, reason for repair, and such. Since most products allow customers to send in their product repair request online, the process needed to be managed correctly. Ideally in such a way where no single repair request is missed. Since communication is vital in such instances, it is imperative to ensure that customers are getting the responses they need within the specified time frame – to avoid any consequences.

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

Odoo ERP

Cue Odoo ERP – a business management system that combines a suite of business management software tools in order to improve business processes across a company. With its wide array of applications (apps) and its cost-effective and modular solutions, 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 are 30 Odoo enterprise apps which are licensed, and over 18,000 Odoo Community apps which are both free and open-source. With the majority of Odoo apps being open-sources, developers can easily tweak them in order to tailor them to fit around one’s company needs and requirements.

Odoo Repair Management ERP

Essentially, Odoo ERP gives you the best repair management ERP solutions to work with. From flexible functionality to countless management solutions, this ERP helps companies within the repair management industry in several ways – some of which are seen below.

Speed Up the Process of Repairing

  • The repair process is both quick and efficient with Odoo’s Repair Management ERP solution. In fact, the process itself can be tracked in a few simple clicks. Additionally, the status of each repair type is shown and as such, the complete data of every repair request and its progress is apparent at every stage of the procedure.
  • This not only helps the head of the repair management team keep an eye on the repair statistics, the individual can also see the amount of time each repair took. These little details help identify shortcomings in any particular step as well as the reason for lag-time. Accordingly, corrective actions can be taken to improve the entire process; from the initial repair request to the final quality check – and everything in between – can be tracked, monitored and improved for a more quick and efficient service.

Easy Management of Repair Requests

  • A repair request involves correcting the technical issues that make the product faulty or inefficient. However, managing this type of service effectively is no easy feat. As such, the ideal solution would be implementing a strong management tool that can handle big management processes. Odoo Repair Management ERP can handle critical issues and map them all out for easy management.

Rework Can be Minimized

  • When it comes to rework, there may be many reasons it could be needed. For example, improper design (i.e. not the design the customer wanted), missing finishing steps, physical damage during delivery transportation, manufacturing defects due to faulty machines, and such are some of the reasons a customer may file a repair request. When this request is filed, specific steps such as repairing physical damage, unpacking and repacking, and refinishing the product will need to be taken.
  • However, this rework can be avoided by taking some preventive actions. If there is damage to a product caused during transportation, an ERP solution would have tracked the path taken and noted that down. If the path (the transportation route) was the issue, you can change the shipment/transportation method or route.
  • Since the ERP application is integrated, you can easily generate the necessary report in order to find the cause for rework. Once you establish the right cause, you can take the necessary actions to resolve the issue as well as avoid similar problems in the future.

Ease of Billing & Invoicing

  • For all product sales, or service, the company has to generate invoices as per the set prices. As such, with different products and services available, the rates may vary which means that the correct pricing and calculation is necessary at the time of invoicing.
  • When the Odoo ERP is implementing, any associating software’s that your company may have been relying on (i.e. QuickBooks for accounting) can be integrated as well. As such, all the relevant data can be visible and exchanged across platforms accordingly. This means that the invoicing app will get the correct rates and prices directly from the inventory or purchase module. You won’t need to check the price list every time a repair request rolls in. In fact, the generated invoice can also be sent to the client email address directly, and you can also provide them with a hard copy if needed.
  • When the product is covered under the warranty and is within the warranty period, repair and service changes may not be applicable in that instance. In this case, the invoicing system can get all the relation information directly from the integrated sales module.
  • Odoo Repair Management ERP is the perfect all-in-one solution for cases like this. Especially if you want to assert a payment gateway, automatic client email address/address detection, automatic fees calculation – all in a single platform.

Happy Customers with Satisfactory Service 

  • Odoo Repair Management ERP is well-equipped with many prominent functionalities for service management tactics which can result in a satisfied customer. This ERP software has the ability to complete repair tasks in a shorter period of time, which usually leads to happier customers. With easy to access real-time data, as well as all the information readily available on a single platform, those in sales or service can confidently community with a customer since they all accurate information about the customer as well as the product sent in for repair (including the warranty, the issue, where it is in the repair process, etc.).

Odoo Repair Management ERP & Bista Solutions

If you want more information on Odoo ERP, or want to see a demo on how Odoo can help your company within the repair management industry – look no further than Bista Solutions. Our team can help you streamline the repair management process and help you further optimize your business processes.

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 Partner In New York

Odoo partner in New York USA

Odoo Partner in New York

Odoo is an enterprise resource planning software that combines a suite of business management software tools that can be used company-wide. No matter the size of your business, or the vertical in which it falls – Odoo caters to all business types and has the all necessary apps one would need to optimize their business processes. However, with thousands of Odoo apps available on the market, implementing the right ones isn’t a simple task. As such, in order to yield the best results, it may be worth getting some help from a Odoo Partner in New York. 

An App For Every Need

As mentioned above, there are thousands of Odoo apps to choose from. Whether you are looking to boost your sales, integrate your services, streamline your operations, manage your finances, amplify your marketing, build a website, and more – Odoo has you covered on that front. You can even find apps based on the department of your business as well. For example, the Human Resources apps include apps created to facilitate recruitment, to manage employees work hours, and more. 

Additionally, Odoo’s flexibility with its Community platform (which offers free and open-sourced apps) and Enterprise platform (which offers licensed and shared sources) – you can tailor the business app(s) of your choice around your company’s needs and requirements. 

However, the best people to assess your company’s pain-point as subject matter experts within your industry. Just because there are countless apps available, it doesn’t mean all of the apps will be useful or fruitful for your business. Odoo partners in New York or elsewhere will have the knowledge and experience to recommend optimal implementations for your company. Not only will the team assess your business’ gaps, they will offer cost-effective and modular solutions to optimize operations. 

Traits of a Good Odoo Partner in New York

Now that you know what Odoo is and how it can help your business, how do you go about picking the right Odoo Partner in New York, or elsewhere within the USA? The first step would be to head on over to Odoo’s partner page and go down their list of certified partners. Those in the gold-tier have proven themselves to know the ERP system inside and out, as well as have enough experience implementing it across various industries. 

Additional traits to look out for include:

Experienced Consulting

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

Subject Matter Expertise

  • Does the partner have experience on the issue at hand? Whether you need to update the accounting system, or include a manufacturing module, or anything related to that – does the partner have the knowledge and resources to make it happen?

Technical Expertise

  • Check to see whether the 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 – support you 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

  • This one is a no-brainer. Implementations are not a small job, nor do they begin and end swiftly. Ensuring your Odoo partner in New York 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 crucial to a successful implementation.

Why is Bista the Right Odoo Partner in New York

  • Creditability– The position of “Odoo gold partner” indicates that you are working with the right individuals to ensure the success of your Odoo implementation. Gold partners have the essential experience in collecting information, gap analysis, customization, implementation, training, and continuing project and maintenance, irrespective of the size of the project.
  • Years of experience as Odoo Partners– As a Certified Odoo Gold Partner, We are here to provide the correct solutions that can help you expand your business exponentially. We provide full-scale Enterprise Odoo development, including customization, installation, and integration. Now you can simplify all of your business processes with our cost-effective solutions from a workforce that is goal-oriented, knowledgeable, trained, and have experience in every industry domain.
  • Expert developer team– Our development team has decades of expertise creating feature-rich websites and applications for both small and large enterprises. As a result, we’ve had to become more adaptable in order to meet the demands of each individual. Our professionals can provide Odoo customization and support to help you simplify your business, no matter what your needs are.
  • Planning and Project handling skills– If you have chosen Odoo ERP software for your business, one of the most crucial things to watch out for is the Odoo Implementation checklist process and procedures. Every phase is vital and must be kept on track in order to ensure a successful deployment of Odoo ERP, with robust project management being the most important aspect. We never miss out on the checklist of project handling and successfully deploy your project starting from planning, implementation, training, and support.

There are many reasons why Bista Solutions is the ideal partner for your Odoo needs in New York and across the United States. In addition to having been around for nearly two decades, the Bista team is a certified Odoo Gold Partner and a three-time winner of the Odoo Best Partner award. Furthermore, we have over 200 developers on and off-shore, and have the ability to provide support 24/7 during and after the implementation. With over 250 successful implementations across various industries and testimonials / case studies to back it up – you can rest assured that we have you 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 Firearms ERP

Odoo Firearms ERP

Odoo Firearms ERP

Manually completing tasks is a time-consuming process. Modernization and technology have allowed businesses to centralize their islands of information as well as automate their daily operations. This tactic has proven useful to companies across all industries – increasing efficiency and reducing costs and labor across the board – and the firearms industry is no exception. 

As a defense manufacturer, or even supplier, managing products, and customers and following compliance efficiently is imperative. As such, companies within the arms and ammunition industry require a type of automation software that can not only keep their data safe but also ease their compliance processes. Essentially, a well-rounded business management software is needed — and that’s where Odoo comes into play. An Odoo Firearms ERP software can help businesses within this vertical safeguard and manage their operations efficiently.

So what else can this Odoo Firearms ERP software do for your company?

Generate Unique Serial Numbers

Since recording, tracking, and managing assembly parts and products in an efficient manner is key for those within the firearms industry – Odoo can help with that. You can easily record the parts within a particular assembly. Additionally, using Bista Solutions’ serialization customization, you can give every product part a unique serial number according to its quantity. This unique serialized number can also be used to identify any problems affecting the final product. This Odoo firearms ERP makes identification and tracking, along with management a breeze. Beyond the serialization, Odoo allows you to create a logbook where you can input the unique serial number, weapon type, model, weapon caliber, and customer delivery address. Odoo is basically a complete and compact solution.

Odoo Firearms ERP

  1. Integrate Odoo Firearms ERP with NFA Tools

NFA Tools is a platform that allows you to streamline the process of creating NFA forms with their web-based tools. Using the unique serial numbers created by Odoo, you can easily generate ATF form records with NFA Tools. Whether it’s a Form 2 for your products of a Form 3, 4, or 5 for shipment based on customer type. NFA Tools and Odoo integrator can help you manage forms in a better manner.

  1. Track and Fill ATF Forms

The Odoo and NFA Tools integration has other benefits as well. With it, you can track form status as ‘pending’, ‘awaiting approval’, or even as ‘approved’. Once the forms are approved, you can easily attach form-related documents and this will automatically be reflected within Odoo.

  1. Automate Product Returns with Odoo Firearms ERP

With return request forms, you can easily strengthen your relationship with customers. This return request form requires the request type (serialized item or accessories), the dealer’s information, the serial number along the year of purchase. Odoo Firearms ERP can essentially help you avoid customer duplicates by identifying customer names and merging them with your current customers. This means no duplicate emails, no spam-like content sent out, and all relevant customer information is neatly placed in one area.

  1. Validate Product Return Serial Numbers

With Odoo, we can integrate your customer support form from your website. This is especially useful if and when your customers need to return items. Our Odoo customization can help you validate the serial numbers for any products that need to be returned by your customers and if the customer’s return request is rejected, Odoo can send an automated email to them explaining why that happened.

  1. Integrate WooCommerce with Odoo

Since Odoo apps are built on an open-source platform, Odoo Firearms can easily be integrated with WooCommerce or any other eCommerce platform. Upon this integration, all orders that have been completed in WooCommerce can be found and transferred to Odoo. Once that happens, Odoo will have all the details, including sales order, invoice, and shipment details.

  1. Validate Sales Order

If the required information for sales orders has expired or is invalid, Odoo will not allow you to create the order. Valid information needs to be inputted before things can move forward to the production or shipment stage of a product order. Odoo can validate customers’ information for you and ensure that shipments and sales orders only go to approved parties after ATF approvals. What’s even better is that Odoo can create a database of denied and approved parties to ensure only ATF-approved customer orders are processed.

  1. End-to-end Encryption

Odoo Firearms ERP systems like Odoo can be encrypted from end to end to assure safety. This way your work processes and bill of materials are safely stored. This data encryption also protects your product-related data from prying eyes, so that the confidential information regarding raw materials and business operations cannot be seen by unauthorized parties. 

In addition to the aforementioned points, an Odoo firearms ERP can do much more than track and manage your inventory. Beyond keeping tabs on your stock-keeping units so you’re aware of how much inventory you have left, it also provides real-time data and stores this information for you to look back on. This can help you make you forecast future sales based on patterns, understand seasonal fluctuations, and market fluctuations, as well as allow you to make financial decisions for the company.

How Bista Solutions Can Help

The team at Bista Solutions knows how critical the operations and regulations in the arms and ammunition industry are. A fully integrated Odoo firearms ERP is key as it allows manufacturers and distributors to manage their compliance, eCommerce, customers, and the overall company. With Odoo’s software strength and Bista’s implementation expertise, you can easily comply with the regulations of your state and avoid any uncertainties in your business.

Take a look at this case study where a firearms company achieved government compliance as well as optimized their business processes with the Odoo firearms ERP.

As a Odoo Gold Partner in the USA, over 250 successful ERP implementations and with sufficient experience within your vertical, you can rest assured our team has you covered. If you would like more information or a free consultation, please connect with us through our contact us form.

Odoo vs Sage

Odoo vs. Sage

Odoo vs Sage

There are several moving components to a business and how well these components work together determine the efficiency of the company – and ultimately its success. Much like those moving parts, there are a plethora of business management software on the market. Business management is key to business success, because it allows you to measure, track and manage those components. It also provides integrated management of main business processes, with the sole purpose to improve or increase organizational efficiency. So where does Odoo vs Sage fall on the broad spectrum of ERPs? 

Let’s take a look at them individually before comparing their similarities and differences.

What is Sage?

As mentioned above, before diving into the differences between Odoo vs Sage, let’s look at what Sage is. Sage is a business management software designed for small and medium-sized companies. It has a true multi-tenant cloud offering, and can easily bring all of the organization’s operations together, under one enterprise management solution and database. It also has features that service enterprise-level corporations, though it’s main functionality tools revolve around accounting, sales, purchasing and inventory management.

Sage is divided into four ERPs, all of which have different features and functionalities that can cater to different business types and needs.

Sage 100 Cloud

  • Sage 100 Cloud is the ideal choice for companies who need management solutions like QuickBooks and Excel spreadsheets – however, this ERP can be deployed on the cloud and on-premises. Its core features include it being used across multiple sites, across different nations, and it is extremely useful for those seeking financial management tools, production management, materials management (MRP/BOM), sales order management (SOM), supply chain management and more. Its architecture is based on SOA and SaaS, but the one thing it doesn’t really cater to is customer relationship management.

Sage 300 Cloud

  • This version, on the other hand, offers all the functionalities that the Sage 100 Cloud does, as well as the customer relationship management (CRM) tool. With no visible limitations, and the same architecture as the Sage 100, Sage 300 is ideal for all companies across various industries.

Sage Intact

  • The Sage Intact version isn’t available on-premises, though it remains consistently current. Its architecture falls under hosted cloud and its core features revolve around financial management and customer relationship management. While this may seem underwhelming compared to the versions above, this ERP provides the agility one may need in order to grow their business. It not only comes with a best-in-class cloud financial management system that’s complete with built-in industry-specific functionality – it also provides instant visibility into operational and financial insight via its real-time dashboards and multi-dimensional analysis. Sage Intact’s limitation is that it does not have certain modules, nor does it offer full-scale manufacturing features.

Sage X3 ERP

  • Probably the most expensive of the lot, the Sage X3 ERP is on the .NET platform. Much like the Sage 100, its core features include everything apart from one: supply chain management. This version helps your business thrive and stay competitive by providing users with the information they need to serve their customers better. Not only does Sage X3 help streamline your core processes, it also offers quality control, eliminates inefficiencies across the organization and helps your company adapt to the industry’s best practices. Its only limitation is that it’s not suited for companies that generate less than 10 million in annual revenue.

What is Odoo?

Unlike Sage, Odoo doesn’t go by different names – just different versions. Furthermore, it is split into two types of editions: the Community edition which offers free and open-sourced apps, and the Enterprise edition where apps are licensed and shared source. Within both editions lie thousands of apps you can choose from. Not only are there apps for every industry, Odoo’s open-source apps allow developers to tailor the implementation to best fit your company’s needs.

Whether you are looking to boost your sales, integrate your services, streamline your operations, manage your finances, amplify your marketing, build a website, and so forth – you will find what you need. You can even find apps based on the department of your business as well. For example, the Human Resources apps include apps created to facilitate recruitment, to manage employees work hours, and more.

Essentially, the Odoo ERP combines a suite of business management software tools that can be used company-wide, across small and mid-sized businesses. Furthermore, if you are already using a specific software (i.e. QuickBooks or WooCommerce and such) you can have it integrated into Odoo in order to eliminate multiple islands of information and be “in-the-know” about your company’s operations. Being aware of what’s going on allows you to track trends, make decisions and ultimately, optimize your business processes.

Odoo vs Sage Key Points

Now that we have established what each ERP is, let’s dive into some of their features and compare the difference between the two.

Odoo vs Sage | Features

  • When we look through the basic modules such as Sales, Accounting and Finance, Marketing, Warehouse Management, Manufacturing, Purchase, Services and Projects, Human Resources, Usability and Productivity, and more – Odoo excels on all fronts. This is not to say the Sage doesn’t hold its own with certain apps and features, however Odoo is rated superior and has more to offer in comparison.

Odoo vs Sage | Pricing

  • Sage: Billed annually, Sage’s monthly pricing is $150 per month per user
  • Odoo: Billed monthly or annually, Odoo’s monthly pricing is $25 per month per user

As you can see, Odoo holds leverage by being cheaper than its counterpart. When it comes to Odoo vs sage feature and price comparison, Odoo is much better. Additionally, Odoo offers features such as a free trial, free updates, upgrades to future versions, hosting and maintenance as well as customer support (technical and functional). While Sage does offer those same features, it doesn’t allow users to embark on a free trial.

Odoo vs Sage | Implementation

  • When it comes down to the implementation, both Odoo and Sage can be implemented via a local partner. However the process of the implementation varies significantly, and so do the costs. Sage’s pricing for implementation varies case by case, while Odoo has a standard range.

Odoo vs Sage | Offers

  • Sage’s offers usually cover one year, however Odoo’s default offers are monthly, offer a discount with a yearly contract and require no commitment. 

Odoo vs Sage | Final Notes

Needless to say, both software’s come with their quirks and perks. At the end of the day, the choice of ERP boils down to what your company needs. At Bista Solutions, our team has the expertise to assess your company’s gaps and pain points in order to recommend the best solution. In fact, our ERP consultants have the knowledge and experience to come up with solutions that are both industry-specific and tailored to your business’ needs.

If you are still conflicted with Odoo vs Sage, consider this – Odoo is more economical and adaptable, while Sage has one of four options, at different price-points, to choose from. If you are starting out and are looking for an affordable yet effective ERP solution, Odoo might be the most optimal choice. Not only does it have thousands of free apps, each open-sourced app can be customized to fit your business and not the other way around.

Bista Solutions has been named Odoo’s Best Partner USA in 2015, 2016 and 2018, and is considered to be the Best Odoo Gold Partner. This means we know our way around Odoo and can help you however you need it.

So if you are still curious about Odoo and Sage or have more questions about the two ERPs, simply schedule your free consultation with us today. Allow us to clarify the differences between Odoo vs Sage while centralizing your business processes and contributing to your company’s growth by improving the overall efficiency.

Odoo Magento Integration

Odoo Magento integration

Odoo Magento Integration

If you are a business owner that needs an eCommerce platform, look no further than Magento. Known for being a self-hosted, multi-channel eCommerce platform, Magento is built on open-source technology. This means that it provides online business owners with flexibility when it comes to their shopping cart system, along with the necessary control over the look, content, and functioning of their online store. Alone, Magento provides online merchants with powerful marketing, SEO, and catalog-management tools. So how exactly does Odoo play into this, and is the Odoo Magento integration necessary?

Before scrutinizing the concept of combining Odoo and Magento, let’s recap on Odoo. On the market, Odoo is known as an enterprise resource planning software that provides companies with a plethora of tools to better manage and optimize their business processes. Ultimately, Odoo is an all-in-one business management software that has helped hundreds of thousands of SMEs across all industries.

Now that we’ve established Odoo, let’s move on to the Odoo Magento integration and how it can help.

Essentially, the Odoo Magento integration helps store owners with the synchronization of their product catalog, sales orders, invoices, and much more. In fact, by integrating Odoo into Magento 2, online merchants can take advantage of both platforms by simplifying and automating the data management process. 

Now that we know how it can help, why is the Odoo Magento integration necessary?

The Magento Odoo integration is necessary due to multiple reasons. To start, after a certain level of growth of a business, the data naturally gets bigger and more complex to manage. Simply put, manual entry of data between the two platforms is no longer possible. With the Odoo-Magento 2 connector app, online merchants can automate their vital business processes and eliminate the need for manual data entry in Odoo. This is done by enabling bi-directional data exchange between both platforms.

So what does this accomplish exactly?

By doing this, the module not only saves time, but also instantly synchronizes your catalogs, orders, customers, and inventory data from your online store (one or more) in Magento 2 to Odoo. With this integration, eCommerce business owners can manage most of their operations from Odoo itself. This means they will not need to log into multiple platforms (not even the Magento 2 admin panel) to manage their business operations. Additionally, they will also be able to integrate the inventory module with other popular and necessary business apps like CRM, Purchasing, and even Accounting.

Odoo Magento Integration Features

Let’s take a closer look at the benefits this integration can provide to your business. Odoo explains the benefits of this integration by providing the chart seen below:

 

Odoo Magento 2 Integration Integrate multiple Magento 2 web stores with Odoo and manage operations directly from Odoo
Manage Orders Import Orders from Magento to Odoo
Manage Stock Synchronize Product Stock between Odoo and Magento
Export Invoice Create an Invoice in Odoo and export it to Magento
Manage Products Manage Simple & Configurable Products
Import Customer Data Import Customer Data from Magento to Odoo
Export Shipment Export Shipment Details along with Tracking number from Odoo to Magento
Set Automatic Jobs Set automatic jobs to perform various Magento Odoo Integration operations

Other Benefits of the Odoo Magento 2 Integration

Below you’ll find other specific benefits of both importing and exporting operations of the Odoo Magento integration – as mentioned on the official Odoo page.

Import Operations

  • Introducing Webhooks: When new Orders, Products, or customers are Created at Magento, get them instantly in Odoo without waiting for the next cron job. (Note that, it is not applicable for Update, Cancel, or any other operations of Orders and Products)
  • Import Orders in bulk or choose a specific order to import based on the date range
  • Import Products along with product variants
  • Import Product Stock levels
  • Import Customers

Export Operations

  • Update stock from Odoo to Magento
  • Update Order Shipment & Tracking Number
  • Cancel Order from Odoo to Magento
  • Create Invoice from Odoo to Magento

Odoo Magento Integration: Final Thoughts

This integration can certainly help eCommerce business owners who are looking to facilitate labor work and optimize their business processes. Merging Odoo with Magento is a powerhouse move that can enhance your operations by giving you access to invaluable data. This information can then allow you to see the bigger picture and help you make high-level decisions for your business.

However, who you choose to help you implement this integration matters. Selecting an ERP partner who has the experience and expertise to guide you to your best solutions, as well as the knowledge necessary for this to succeed, is key to attaining positive results.

Bista Solutions is the Odoo Gold Partner; earning the title of Odoo’s Best Partner North America in 2022, 2021, 2018, 2016, & 2014. We have over 350+ successful Odoo implementations under our belt. All this to say, you can rest assured our team knows our way around Odoo. With our firm belief in full transparency, our team will never recommend a software solution, integration, or app that wouldn’t help your business succeed. So if you want to learn more about the Odoo Magento integration, or anything else – contact us. We would be more than happy to schedule a free consultation and/or demo, to show you exactly how we can help. 

Odoo QuickBooks Integration

Odoo QuickBooks integration

Odoo QuickBooks Integration

Odoo QuickBooks integration is used to import/export bills, invoices, vendors, customers, etc. from Odoo. QuickBooks is an accounting software, generally used by companies for accounting purposes only, while Odoo is a web-based ERP system through which you can manage all business processes from anywhere, You get real-time reports and data which allows you to make better forecasting decisions.

Odoo QuickBooks Configuration:

  1. To Import/Export data from Odoo to QuickBooks or vice-versa, one needs to configure the credentials of QuickBooks in Odoo.
  2. Login to your QuickBooks account and select the Keys & Oauth option as shown in Figure 1.1.

Odoo QuickBooks Integration

Figure 1.1

  1. After this, you will see the client ID and Client Secret Key will be displayed.
  2. Save those credentials and below you can see the Redirect URL.
  3. That is when credentials are authenticated and data is transferred from anywhere, one needs to apply the URL, where the data needs to be transferred for that particular process.
  4. This data is shown in Figure 1.3.

Figure 1.3

Figure 1.4

  1. In Figure 1.4, the credentials have been configured in Odoo and also the redirect URLs have also been assigned.
  2. Hence, Click on the AUTHENTICATE button and you will be redirected to a new window if all works fine there will be a message displayed as shown in Figure 1.5.
  3. You can close the window and proceed further in the Odoo QuickBooks Integration connector.

Odoo QuickBooks Integration

Figure 1.5

QuickBooks Invoice Functional Process:

  1. Once the sale order is confirmed, there are tasks generated as shown in Figure 2.1.
  2. When you open and click them you can see the list of tasks generated as shown in Figure 2.2.

Figure 2.1

Figure 2.2

  1. Now, an employee(Scott Morgan) will fill the timesheet and add a description about it so that it invoice will be created for that amount. of work done.
  2. Click on the START button and when work is done click on the STOP button.
  3. Enter the duration of time and description.
  4. This is shown in Figure 2.3 & 2.4.

Figure 2.3

Figure 2.4

  1. You can see the timesheet entry has been created.
  2. If a new entry will be created, you can see in Figure 2.5, the invoiced one will be fainted.
  3. This will tell the user which entries need to be invoiced.

Figure 2.5

Odoo QuickBooks Integration

Figure 2.6

  • You can proceed to create an invoice as shown in Figure 2.6.
  1. Users can create invoices based on the period ‘from’ till ‘to’ as shown in Figure 2.7.
  2. Click on the CREATE AND VIEW INVOICE button and you can see the invoice has been created.
  3. This is shown in Figure 2.7 & 2.8

Figure 2.8

Figure 2.8

  1. Now, the Accounting Manager will get an Email for the invoice generated.
  2. Hence He/She will log in to her account and Confirm the invoice that has been generated.
  3. Access rights have been given to each and every user based on their roles. If the box is ticked it means that rights have been given to that particular user. This is shown in Figure 2.9.
  4. e.g, here Project manager will not have any right to export customers, invoices, etc to QuickBooks. The option to Export data will not be visible to them.
  5. Hence only the Account Manager will confirm the invoice and export data to QuickBook.

Figure 2.9

  1. Hence when the Account manager logs in, He/She will go to the Accounting module—> Invoices. There one can set the filter of Invoices that are needed to be Posted or Confirmed as one can see in Figure 2.8
  2. Only invoices that are posted can be exported to QuickBooks via Odoo QuickBooks integration. Hence one needs to Confirm the Invoice and Post it.
  3. Hence the invoice will be confirmed by clicking the CONFIRM button as shown in Figure 3.1.

Odoo Quickbooks Integration

Figure 3.1

Figure 3.2

  1. Once the Invoice is confirmed, click on the Action button and select Export to QBO
  2. If there is no error and all credentials are configured, then you will be able to see an ID is generated as QBO Invoice Id.
  3. This is shown in Figure 3.3

Figure 3.3

  1. One can export multiple Invoices to QuickBooks by selecting all records from the tree view and selecting the Export to QBO option from Action
  2. Note that the status should be POSTED.
  3. This is shown in Figure 3.4.

Figure 3.4

  1. Now the manager can go to QuickBooks and check whether the entry of that particular invoice is created or not.
  2. Hence as shown in Figure 3.5, click on Sales—>Invoices.
  3. Hence you can see that the entry of our invoice has been created. Here it will be Traced by Id, i.e in our case it is
  4. This is shown in Figure 3.5.

Odoo QuickBooks integration

Figure 3.5

  1. Now to receive the payment, click on the Receive payment
  2. Hence as shown in Figure 3.6, you can send an invoice to the customer or to the project.
  3. Once you enter the details and click on save & new, the message of payment received will be displayed as shown in Figure 3.7.

Figure 3.6

Figure 3.7

You can see the state has been changed to Deposited, and you can print the invoice. This is shown in Figure 3.9.

Figure 3.9

  1. Now in Odoo, the Automatic scheduler will run that will fetch/Sync the payment data.
  2. One can sync manually from odoo
  3. By Going to the company and selecting the SYNC CUSTOMER PAYMENT button, the data will sync automatically.
  4. Note: this button is only visible to the Account Manager since access rights will be provided to him/her.
  5. This is shown in Figure 3.10.

Figure 3.10

  1. Now the manager will go to Accounting—>Customers—>Payments to check with the invoice that needs to be reconciled.
  2. This is shown in Figure 4.1 & 4.2.

    Figure 4.1

    Figure 4.2

    1. One can trace the invoice by looking at the Memo & QBO Payment Id.
    2. Now click on the Payment Matching smart button.
    3. This is shown in Figure 4.3.

    Figure 4.3

    1. Now select the invoice amount that needs to be reconciled.
    2. Then click on the RECONCILE
    3. This is shown in Figure 4.4 & 4.5.

    Figure 4.4

    Figure 4.5

    1. Once the record is reconciled, the invoice is in payment status, i.e. it’s been paid.
    2. One can see the smart button of Invoice is created. By clicking it that invoice will be opened and the state will be in Payment.
    3. Another option to see invoices is by clicking Customers—> Invoices.
    4. These steps are shown in Figure 4.6 & 4.7.
    5. Also, you can track payment ref. and invoice id.

    Figure 4.6

    Figure 4.7

    Expense Process From QuickBooks to Odoo ( Odoo QuickBooks integration):

    1. Now to import data from QuickBooks, the expense is created in QuickBooks.
    2. Go to QuickBooks and select
    3. Select the Project for which the expense is to be created.
    4. Now click on the Add to Project button and select Expense
    5. This is shown in Figure 5.1 & 5.2.

Odoo QuickBooks Integration

Figure 5.1

Odoo quickBooks integration

Figure 5.2

Odoo quickBooks integration

Figure 5.3

  1. In Figure 5.3, after adding the Payee name, category of expense and the amount, click on the Save and Close button.
  2. Hence you will see a message of expense has been created with the amount mentioned in it.
  3. This is shown in Figure 5.4.

Odoo quickBooks integration

Figure 5.4

  1. Now, since the expense is created in QuickBooks, we need to import that expense in odoo.
  2. This is done automatically by the cron job action in odoo based on the duration set in the action.
  3. One can also do it manually as did for the invoice.
  4. Before doing it, one can actually see the data that is imported/exported to QuickBooks or vice-versa by adding a default group called Expense type.
  5. This is shown in Figure 5.5.

Odoo quickBooks integration

Figure 5.5

  1. Now, by going to the company, click on the 1-SYNC EXPENSE button, hence that expense will be imported in odoo.
  2. This step is shown in Figure 5.7.

Odoo quickBooks integration

Figure 5.7

  1. Now to check the data entry of expenses, go to Expense—> My expenses—> All my Expenses and set Group by as Expense type.
  2. Hence you can see the entry of that amount and data Export from QuickBooks has been created.
    1. Now the Manager will log in and go to My Reports options in My Expenses where the amount to be reported, reimbursed, etc details will be listed along with the expenses needed to be approved.
    2. The state will be submitted hence after approval it will be in the approved state.
    3. Note: this approval will only be done by the Account Manager based on the Access Right rules set.
    4. This is shown in Figure 5.8 & 5.9 Odoo quickBooks integration

      Figure 5.8

      Odoo quickBooks integration

      Figure 5.9

      1. Now the employee needs to create a report so that the Account Manager can approve the expense.
      2. One can track the expense by the details captured from QuickBooks as shown in Figure 5.10.
      3. Hence click on the CREATE REPORT
      4. Now the report has been created and the manager will approve it.

      Odoo quickBooks integration

      Figure 5.10

      1. Now the Manager will log in and go to My Reports options in My Expenses where the amount to be reported, reimbursed, etc details will be listed along with the expenses needed to be approved.
      2. The state will be submitted hence after approval it will be in the approved state.
      3. Note: this approval will only be done by the Account Manager based on the Access Right rules set.
      4. This is shown in Figure A.

      Odoo quickBooks integration

      Figure A

      • Once approved by clicking the APPROVE button the expense is approved.

      Expense Process from Odoo to QuickBooks:

      1. Now, one needs to export expenses from Odoo to QuickBooks, which creates a new expense and fills the category type, amount of the project to which one wants to add the expense, etc.
      2. Here the employee who has logged in, while creating a new expense, automatically his name will be displayed in the Employee field name. One can change it.
      3. This is shown in Figure 6.1.

      Odoo quickBooks integration

      Figure 6.1

      1. Here once the expense is created and a report is generated by the employee, a similar process will follow for the Account Manager to get it Approved.
      2. Hence, He/She will approve the expense.
      3. Once approved, the manager will export this expense to Quickbook by clicking on the Action button and then clicking Export to QBO.
      4. This is shown in Figure 6.2 & 6.3

      Odoo quickBooks integration

      Figure 6.1

      Odoo quickBooks integration

      Figure 6.3

      1. To check the expense entry in QuickBooks, go to your account, select the Projects
      2. Select the project at which the expense was created in Odoo.4
      3. Click on the Transactions
      4. Hence, you can see our expense entry has been created
      5. You can open it and check the data entry of the same.
      6. This is shown in Figure 6.4

      Odoo quickBooks integration

If you looking for an Odoo QuickBooks integration, contact us.