Odoo and Bill.com Integration for end-to-end payments processing

by bista-admin
Mar 08, 2021
0
Category: Odoo Integration

Transformative Impact of Odoo Bill.com Integration on Financial Operations

As businesses strive for more effective financial management and payment procedures, Odoo Bill.com Integration appears as a viable option. Bill.com, a leading cloud-based financial technology platform, provides a full array of vendor management, bill processing, and payment automation services. When integrated with Odoo ERP, it can help you in harnessing the full potential of both platforms to optimize your financial processes. Businesses can establish a centralized and synchronized approach to finance management by effortlessly synchronizing data and workflows across both platforms.

Advantages of Odoo Bill.com Integration in a Nutshell

Seamless transfer of invoices from Odoo to Bill.com for approval, payment, and routing
Synchronization of vendor data between Odoo and Bill.com
Updated vendor details and contacts in one system reflected in the other
Simplified vendor management processes and data consistency
Seamless transfer and synchronization of financial documents between Odoo and Bill.com
Streamlined document approval workflows and improved collaboration
Access to relevant financial information from both systems

Extraction of financial data from Odoo and Bill.com for comprehensive reporting and analysis
A holistic view of financial performance, cash flow, and vendor payment status
Improved decision-making and financial management
Elimination of manual data entry and increased overall efficiency
Reduction of administrative burdens and time savings
Real-time synchronization of invoice payment status
An accurate view of outstanding payments and improved cash flow management

Watch Odoo & Bill.com Integration Demo

Key Features of Our Powerful Odoo Bill.com Integration Solution

Bill.com Security Access

As a user with access to the Bill.com group, you can perform Bill.com features within Odoo.

Bill.com Configuration

You can configure your Bill.com credentials in Odoo by providing your username, password, organization ID, and developer key.

Vendor Management

Export vendor information from Odoo to Bill.com to keep vendors synced between the two systems.
Any changes made to vendor information in Bill.com will be automatically imported into Odoo.
You can manage vendor syncing manually or set up a scheduler for automatic syncing.

Vendor Bank Account Management

Centralize and manage vendor bank account details within the integration for efficient vendor payment setup.
Ensure secure handling of vendor bank account information, maintaining data confidentiality.
Improve payment accuracy by managing vendor bank account details within the integration.
Seamlessly execute payments directly from the integrated system using verified vendor bank account information.

Chart of Account (COA) Mapping

Ensure consistency in financial data by mapping the Chart of Accounts in Bill.com with the COA in Odoo.
Synced bills in Odoo will display the associated Bill.com ID.

Bills Export and Import

Easily create vendor bills in Odoo and send them to Bill.com for processing (export).
Import vendor bills from Bill.com into Odoo for record-keeping (import).
The invoice information, including Chart of Account details, will be sent to Bill.com for synced bills.

Bill Attachment Export

Transfer bill attachments seamlessly between Bill.com and Odoo.
Ensure accurate synchronization of supporting documents for bills between Bill.com and Odoo.
Conveniently review and approve bills in either Bill.com or Odoo.
Promote efficient collaboration and document retrieval with centralized document management.

ACH Journals Set up

Configure different journals in Odoo based on your bank accounts set up in Bill.com.
Assign bank account details such as account number, routing number, bank name, and Bill.com ID to your journals.

Multiple Payment Methods

Take advantage of various payment methods supported by Bill.com, such as check, RPPS, PayPal, credit card, ACH, etc.
Configure payment methods in Odoo and associate them with specific journals.

Convenient Payments Import

Import payments from Bill.com into Odoo and link them correctly with corresponding bills.
You can manually import payments or set up a scheduler for automatic imports.
Capture Bill.com Payment ID and Payment Status in Odoo for better tracking.

Efficient Batch Payment

Import fund transfer reports from Bill.com and create batches in Odoo for efficient payment processing.
You have the flexibility to import batches manually or set up a scheduler for automatic imports.
Make sure to enable the “Create Bill.com Payments Batch” setting in Odoo’s Accounting configuration.

Automated Schedulers

Take advantage of automated schedulers to import Bill.com data into Odoo seamlessly.
Schedulers include Vendor Sync, Bills Import, Payments Import, and Fund Transfer.
Scheduled imports ensure timely syncing of data between the two systems.

Unlock the Full Potential of Bill.com and Odoo with Bista’s Integration Expertise

3 Decades of ERP implementation Experience

Multiple Awards for “Best Odoo Gold Partner” (2022, 2021, 2018, 2016 & 2014)

Integration Expert Team

200+ Successful Custom App developments

250+ Expert Developers at your service

350+ Successful Project Implementations Completed

Most Trusted Odoo Gold Partners

Global Presence in 10+ Countries

24/7 Support Available

Take the first step towards streamlining vendor management, automating bill processing, and transforming your entire Business Financial Management by Choosing the Right Odoo Bill.com Integration Solution. Schedule a Call with Our Experts Today.

5 EASY STEPS TO COMPLY WITH CALIFORNIA CONSUMER PROTECTION ACT (CCPA)

by bista-admin
Dec 16, 2020
0
Category: CCPA

The California Consumer Protection Act (CCPA) that went into effect on 1^st January 2020 and gave California residents rights over their personal data. The legislation mandates organizations to be better custodians of consumer’s personal data. While the Act is in effect, several companies are still getting started to understand this legislation and its implications.

Last week, we held a webinar to simplify this complex legislation and help you with 5 simple tips to comply with CCPA. We collaborated with our partner Securiti.ai to help you understand this law. Our speakers Faisal Basar, Chief Technology officer, Bista Solutions and Joe Hardenbrook, Commercial Sales and Channel Partner Manager US West & EMEA, Securiti had some interesting insights to share.

HERE’S THE VIDEO FROM OUR WEBINAR

CONSUMERS’ RIGHT TO PERSONAL DATA

We started with discussing the user rights with CCPA has to offer. Here are the key rights:

Right to get access to your data – This right enables consumers to request companies to disclose any personal information that was collected in the last one year, the sources of that information, usage of that information, and the third parties with whom the information is shared. They can also request for the categories of personal information that the company sold or disclosed. Businesses are then liable to share this information with the consumer within 45 days of the request.

Right to ask to delete your data – The right to delete data gives consumers the right to request erasure of all their data stored by an organization. Companies are supposed to comply within 45 days and are required to provide a report on the deleted information to the consumer.

Right to ask to restrict data use – The right to opt out mandates companies to set up a “Do Not Sell My Information” option on the company’s website. Consumers have the right to opt out of the sale of their personal information even if they had previously given permission for its sale to a business.

Right to extract & port your data – In response to a request for disclosure, a company must provide personal information in a readily useable format that enables a consumer to transmit the information from one entity to another easily.

WHAT HAPPENS IF YOU DON’T COMPLY?

Our panelists, Joe and Faisal also took a deep-dive into the implications and enforcement actions of non-compliance with CCPA. CCPA authorizes California’s Attorney General (AG) to seek civil penalties and entitles California residents to a private right of action they suffer a data breach or data theft.

Here are the key non-compliance penalties that Joe and Faisal discussed in our webinar:

Unintentional penalties for noncompliance range from $2,500 per violation if the violation is found to be unintentional
$7,500 per violation if found to be intentional
If personal information is exposed because of a data breach, consumers can initiate civil action lawsuits against an organization
This may result in penalties between $100 to $750 per consumer, per incident or greater if the actual damages exceed $750

WHAT ARE THE 5 STEPS TO COMPLY?

Know your Data

The first step is the develop a data inventory to track all locations, third parties, operations, and applications collecting or processing personal information. Consider using Privacy Enhancing Technologies (PETs) as you implement your data inventory.

Securiti’s Data Mapping solution is the perfect solution to this. It allows you to streamline information gathering, discover new data, update records, and enable an AI-powered PrivacyOps solution.

Provide Rights to Users (aka data subjects)

Prepare to address the consumer’s rights in a timely fashion which includes user’s right of access to data, right to stop data selling and disclosure and right to require erasure of data. Start by gathering the answers to –

What personal data are you currently collecting?
What are your methods of data collection?
Where and how is this data stored?
Do you share this data you collect? If so, with whom?
Do you sell the data or use it for any other purpose?

Securiti’s DSR Robotic Automation and People Data Graph allows you to discover personal information stored across all systems and link it to the owner of the personal data.

Assess Your Vendors

One of the key steps in curbing data usage is by identifying your vendors or third parties. It is essentials for businesses to understand how vendors are accessing or handling consumers’ personal information. Once this understanding is developed, companies need to identify if data-related contractual changes in vendor agreements are necessary.

Mapping vendors, however, can be a cumbersome task. Securiti’s ‘vendor assessment’ tool allows you to track, monitor and manage privacy and security readiness for all your service providers from a single interface.

Update your Notices

It is extremely important to update your privacy notices to specify the rights of California residents including the right to opt out of the sale of their PI, as well as the categories of data being collected, disclosed, or sold to third-parties. With Securiti’s ‘Consent Management platform’ you can easily track consent revocation to prevent the sale or transfer of data without consent.

Evaluate your Security

The last critical step to prepare yourself for CCPA compliance is to evaluate your security and data protection mechanisms and determine if existing mechanisms adequately protect California resident data. Businesses need to understand their high risk data-sets and implement robust data security systems.

HOW CAN BISTA HELP?

We have partnered with a leading data protection and analysis company -Securiti, to help you safeguard your data
ai enables organizations to meet CCPA compliance requirements through AI-driven PI data discovery, DSR automation, documented accountability, enhanced visibility into data processing activities and AI-driven process automation.
We at Bista can help you structure your data in accordance with data governance guidelines, so that you can manage customer data efficiently
We help you manage how you store your consumer data and deploy robust ways to keep that information secure
We hand-hold you through regulatory requirements of the CCPA and offer governance solutions
We build and provide a robust data protection ecosystem, so you never have to worry about the security and compliance of your consumer data

Get started today, with a CCPA assessment where we will provide you with access to Securiti tools, absolutely free.

EASE SALES TAX FILLING WITH ODOO AND SURETAX INTEGRATION

by bista-admin
Dec 16, 2020
0
Category: Odoo Integration

Taxes are an integral part of a business’ finance and compliance needs. Imprecise taxing can cost companies millions of dollars. This is why, most fast-growing businesses today realise the value of a robust software that allows them to fulfill their taxing needs. Bringing together ERP systems like Odoo and tax compliance systems like SureTax can help boost productivity and ease taxing processes manifold. Odoo and SureTax integration is provides end-to-end tax solution.

The SureTax platform delivers the tax solutions and through one platform with a seamless workflow. Equipped with various modules for different needs, SureTax is a tool that manages and maintains all your tax requirements. While Odoo allows you automate your business processes, CCH SureTax acts as the sales tax software that provides end-to-end sales and use tax automation. Industries like construction, manufacturing, wholesale distribution, professional services, food & beverage, eCommerce, and telecommunications – are the key industries that need strong systems and integrations that can help them reduce the risk from tax audits and lower their tax liabilities.

We at Bista Solutions, have developed a module to seamlessly integrate your Odoo ERP with the Suretax platform. Our Odoo and SureTax integration offers the combined power of Odoo ERP and CCH SureTax to bring forth an end-to-end sales tax solution. With this platform businesses can leverage integrated tools to for all their sales tax compliance needs.

How can the Odoo and SureTax integration help?

Integrating Odoo and SureTax can help you link your ERP to your taxing system and automate your tax calculations. You can reduce manual effort by automating tax return filling and easily send tax data from Odoo ERP to SureTax.

Here’s what our Odoo and SureTax integration can do for you:

Strengthen finance system – The CCH’s SureTax and Odoo integration can strengthen the business’ accounts department and finance system to seamlessly apply rules and tax data.
Transmit tax information from Odoo – Finance teams can easily transmit tax results to Odoo ERP with accounts payable and receivable projects, general ledger and quote-to-sale-to-cash systems.
End-to-end sales tax solution – It can help businesses calculate, determine rates, and file sales tax returns. Be it sales orders, invoices, sales quotes, accounts payable, or return orders, Odoo and SureTax integration can automate tax calculations for all your major workflows.

SureTax modules and how we can integrate them with Odoo

The depth and breadth of CCH SureTax’s data content makes it a preferred solution for organizations doing business in industries with complex indirect tax requirements. Integrating Odoo ERP with SureTax modules can help these industries fulfill their intricate tax liabilities. Here are the key modules our integration supports:

CCH SureTax Calculation – We can integrate this feature of SureTax so that you can easily

calculate sales and use tax for your transactions. The jurisdictions for this calculation range across US and Canada. Configurable to support complicated scenarios, tax requirements and tax holidays with ease.

CCH SureTax Rates & Rules– The Odoo and SureTax integration also enables you to determine rules, tax rates, and jurisdictional boundaries. Using robust sales tax data from Wolters Kluwer researches, you can easily calculate tax calculations.

CCH SureTax Returns – This module allows you to meet sales tax compliance obligations accurately and efficiently according to your monthly sales and calendar. With our Odoo integration with this module, you can easily automate your monthly return filling process. Businesses can select the date they want tax returns to be filed electronically and Odoo and SureTax will automatically do it for you.

If you are looking for unique solutions to your finance needs reach out to us and we will give you a free consultation session suggesting how you can best digitize your business needs.

Why manufacturers need to integrate MES with their Odoo ERP system

by bista-admin
Dec 02, 2020
0
Category: Odoo Manufacturing

Manufacturing Execution Systems (MES) can help manufacturers manage their products and resources, schedule and collect data, analyze performance and audit data. For smooth functioning of these processes and increased efficiencies, information exchange between the manufacturing floor and ERP systems like Odoo is one of the most crucial steps for manufactures. For instance, integrating MES with Odoo ERP can help businesses maintain orders to the warehouse through data feeding and order management systems.

Standard MES modules can provide well-defined operations management. This includes quality validation, real-time production order management, and key performance indicators (KPIs) for manufacturing.

Efficient communication between the two through IIOT and connected factory devices can usher new levels of efficiency. This data and process integration can be easily built through integrations between MES solutions and Odoo ERP.

Recent statistics like Gartner’s 2019 MES Magic Quadrant have also testified that IIoT platforms will be at the forefront of the disruptive process where MES is concerned. The global MES market is estimated to be 11.9 billion in 2020 and is projected to reach 14.9 billion by 2025.

Why you need to integrate MES with Odoo ERP?

Integration of MES with Odoo ERP can help you bring together your shop floor’s functionalities and interface with your ERP system. Since ERP systems like Odoo contain inventory and customer information, MES can determine how to build on those demands. This can ultimately help increase flexibility and operational efficiency and make your business resilient as customer demands change.

Odoo ERP and MES integration options

Machine level

Machine Metrics is an Industrial IOT Platform especially designed for the manufacturing industry. It helps you collect, connect & visualize data from any piece of equipment on the shop floor. You can also easily make data-driven decisions through the insights offered by this platform. It helps you diagnose and predict problems in real-time. With Machine metrics, you can easily optimize processes by sending notifications to the right person at the right time.

With features like production monitoring, condition monitoring, predictive maintenance, and process optimization, Machine Metrics is a robust REST API that can be integrated with your Odoo ERP.

Lynq MES is an MES software with applications across various industries. It helps with effective scheduling of resources with interactive job lists, real-time data collection, and employees and equipment tracking. This software connects to 140 most common PLCs and devices and provides automatic data capture from your machines and other devices. It also allows you to conduct robust production planning, equipment performance, performance analysis and alerts.

Low level

Tango controls – This is an open-source device-oriented controls toolkit for controlling any hardware or software and building SCADA systems. This software provides two-way commands to machines, giving more flexibility and scalability.
Rapid Scada – Is an open-source industrial automation platform which is ideal for custom-built solutions and also supports Modbus.

Odoo and hardware integration options

Odoo allows you to connect your external devices to your Odoo database. Odoo

IoT box allows your devices to communicate with your Odoo system. This device can be connected through serial ports, WiFi, Bluetooth, HDMI, USB and more. This eliminates the need for manual quality controls and connectivity issues. Some of the devices that you can easily connect with your Odoo ERP are:

Cameras – USB webcams or cameras are compatible out of the box.
HID Devices – Every USB keyboard or footswitch is compatible out of the box
Printers- Printers connected through USB or network are also compatible out of the box.
Measurement Tools (Bluetooth, WiFi, HDMI, USB)- The Odoo IoT Box supports many measurement tools with various connection standards. These measurement tools can range between gauge feelers, calipers, depth gages, etc.

How Bista can help

Working with manufacturing companies is one of our core strengths. We follow an agile method to understand your needs and provide solutions that can help you gain visibility into your manufacturing processes.

We prepare a robust gap analysis to understand your existing processes, resource, and project plans.
We outline a new system architecture for you and discuss timelines.
We also understand and map your shop floor units and inventory locations to capture all properties that will be involved in the project.
We tailor and implement the ERP hardware and software to align with the MES application and do thorough validation in a test environment.
We provide robust training and go-live with the integration of your MES application with Odoo system.
After integration with the external systems, we also monitor the behavior of the new MES system and fix any potential issues.

If you are looking for the right partners to integrate your Odoo ERP with your MES system, we can help you develop a strong roadmap for your manufacturing business.

Reach out to us and get a free consultation.

Odoo Partners. We are the award-winning Odoo Partner.

by bista-admin
Nov 12, 2020
0
Category: Odoo Partners

Outsourcing your technical requirements is one of the most crucial steps for an organization. It’s the synergies of the two companies that will ultimately come together and shape your business processes. However, picking the right partner for your business has many aspects to it. When it comes to Odoo, an overwhelming number of partners may pop up aftoer your Google search. In such cases, choosing the right Odoo partner becomes even more complicated.

The most potent foundation stone of a successful software implementation is evaluating various partners and picking one that aligns best with your business. Here are some key points that will help differentiate one partner from the other.

Understanding your business: The first step to a robust software implementation is conducting an in-depth business analysis. This evaluation of business processes and requirements can only be accurate if your Odoo partner understands your industry. Hence, the first step is to check if the partner in consideration has prior experience in your business vertical.

Level of partnership- Gold, Silver, or Ready: Odoo partners are trained, dedicated companies that officially collaborate with Odoo to deliver services in their region. This team of fully trained developers is an expert in Odoo. They are categorized by a transparent ranking system based on the number of customer references. The higher the references, the better the ranking. It is essential to make sure that the partner is an Odoo Gold Partner.

Locally located: The key to building a responsive outsourced ERP team is to have geographically local partners. This ensures a faster turnaround time and speedy response to issues. Geographical proximity also comes into play when your partners need to understand your country/state’s compliance needs.

Cost-Effective: IT implementations can be a huge cost for many businesses. The combination of efficiency and cost-effectiveness is what accounts for an ideal Odoo partner. Therefore, it is best to get quotes from various partners and pick one that provides the most in the least amount.

Strategic software development model: Staying ahead of the curve means adopting a strategic approach toward your ERP implementation. It would be best to turn towards Odoo partners, who follow an agile approach to their development methods. These not only provide quick results but also thrive in a highly collaborative environment. Since collaboration is an indispensable part of third-party software implementation, the agile methodology allows the outsourced Odoo partner to act as an extension of your business.

Understands the importance of data security: Data security plays a pivotal role in businesses that deal with extremely confidential data. Odoo partners must understand how to store and collect this data.

Support and training: Your ideal Odoo partner should be one who handholds you throughout the journey even after going live. They should support you with version upgrades, support, and migration services.

Why is Bista the right Odoo partner?

A fair balance of evaluation and expertise is what builds toward a successful ERP implementation. We have worked for over a decade with 250+ clients across industries to implement and integrate Odoo for them. We use agile methodology to provide a consolidated service throughout the various phases of the development of an enterprise solution.

We are official Odoo Gold Partners in North America (United States and Canada) and we have been Odoo partners for over a decade. We are also proud winners of Odoo Best Partner ( North America) for 2024, 2023, 2022, 2021, 2018, 2016 & 2015.

Best Odoo Partner in North America – Awarded for 2024, 2023, 2022, and 2021

And here’s what sets us apart:

We take extensive measures to understand your business needs
We are official Odoo Gold Partners in North America
All our developers are located in the US and Canada
We follow agile methodology to implement Odoofor you
We adjust our costs according to your budget

Let’s work together to streamline your business operations. Reach out to our Solution Architects for a free consultation now.

ODOO SHIPSTATION INTEGRATION

by bista-admin
Oct 20, 2020
0
Category: Odoo Connectors, Odoo Integration

Odoo Shipstation Connector For All Your Shipping Needs!

Odoo Shipstation Integration

Odoo Shipstation Connector Integration developed by Bista Solutions offers you complete advanced-level integration with Odoo ERP software. If you use Odoo and Shipstation for your order shipments, Odoo Shipstation Shipping Integration becomes crucial for you. This integration will help to connect with a Shipstation shipping carrier with Odoo. You can perform a variety of operations, such as getting a live shipping rate based on the shipping company you select, creating shipping labels, tracking shipments using tracking ID, and canceling shipments.

Understanding ShipStation

Integrating ShipStation with Odoo ERP can streamline shipping and order fulfillment, making it an efficient solution for businesses handling high volumes of shipments. ShipStation is a popular web-based shipping software that consolidates and automates order processing, whereas Odoo ERP provides a variety of applications for inventory management, sales, accounting, and more.

Understanding ShipStation Odoo Connector

ShipStation is an e-commerce shipping platform that will streamline and automate your fulfillment process. No matter how big or small your business is, the ShipStation Odoo application allows you to manage your shipping operations easily and efficiently from Odoo. Offer your customers more options for shipping.

Seamlessly Connect Odoo And ShipStation With Bista Solutions

To ensure that your inventory is always optimized, coordinated, and moving out the door, Shipstation can assist you in developing a successful product allocation strategy. It enables your customers to compare prices and delivery times across all carriers in real-time, and it selects the best carrier for each cargo based on price and delivery time. Odoo and Shipstation can now be integrated seamlessly and quickly.

Why Odoo ShipStation Integration Is Important?

For rapidly expanding businesses, receiving orders and shipping can be a complex process. Our Odoo ShipStation connector enables Odoo customers to leverage the power of ShipStation while keeping their business on the Odoo platform. Employees must manually copy and paste incoming orders and outgoing shipments between the two systems if an Odoo ShipStation Connector is not installed. This method is inefficient, time-consuming, and error-prone.

Features Of Odoo And ShipStation Integration

Automated Workflow Rules

Set up rules to automatically apply specific carriers, shipping methods, or packing options based on predefined criteria.

Automates routine shipping tasks, reducing the need for manual entry and error.

Batch Processing

Bulk order processing enables faster fulfillment, making it ideal for high-volume sellers.

To improve efficiency, batch print labels and packing slips directly from Odoo.

Carrier and Shipping Method Integration

Provides access to ShipStation’s supported carriers (such as FedEx, UPS, and USPS).

Integrates with various shipping methods, providing flexibility for varying shipping needs.

Label Generation and Printing

Allows users to create and print shipping labels directly from Odoo.

Streamlines label management by making it available on the Odoo platform.

Multi-Warehouse Support

Supports multiple warehouses, allowing users to manage shipping and fulfillment from various locations.

Synchronizes warehouse-specific orders to ensure accurate tracking and fulfillment.

Order Synchronization

Orders are automatically imported from Odoo to ShipStation.

Syncs order statuses and updates, providing real-time data on order fulfillment.

Return Management

Manages return labels and reverse logistics directly from Odoo to ShipStation.

Simplifies the return process, which improves customer satisfaction.

Shipping Rate Calculation

Get live shipping rates directly from ShipStation.

Displays multiple carrier options and rates in Odoo to help users select the most cost-effective shipping option.

Shipping Cost and Profit Analysis

Tracks shipping costs and integrates them into Odoo order reports.

Provides visibility into each order’s shipping costs and profitability.

Tracking and Notifications

Tracking information is synchronized between ShipStation and Odoo.

Customers receive real-time tracking updates to keep them up to date on the status of their orders.

Process Highlight of Odoo ShipStation Integration

Configuration of Odoo and ShipStation Connector

Enable ShipStation from the backend: Add API credentials

Load Necessary ShipStation Data: Make sure you download the necessary data first.

Setup Shipstation Delivery Carrier: Configure the shipstation delivery carrier, which will allow you to download any associated orders an your shipstation account.

Download Order Data: You can now download any associated order from your ShipStation Account.

Benefits of Our Odoo and ShipStation Connector

Integrated Shipping Methods: Our Odoo and ShipStation connectors allow you to seamlessly manage multiple shipping carriers.

Importing Seamless Data From Shipstation To Odoo: This module allows you to import various shipping methods and packaging details from different carriers into Odoo.

Customized Prices: This connector also allows you to provide price quotes to customers based on the delivery address, product measurements, or any other criteria you specify.

Comparison of Prices: Our Odoo and ShipStation connector allows you to compare prices and select the best option for you.

Ability To Create Batch Shipping Labels: The Odoo ShipStation integration allows you to generate batch labels with a few clicks of a button.

Management Of Tracking Information: This connector allows you to easily enter your tracking reference number into the delivery order.

Connect Odoo and ShipStation to Integrate Crucial Parts of Your Business

With our team at Bista Solutions, you can integrate everything from basic data entry to end-to-end processes.

Lead Management

Automate your lead management and increase conversions.

With Bista Solutions, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Marketing Campaigns

Make more impactful campaigns with automation

Measuring campaign performance across platforms can be chaotic. Bista Solutions allows you to create a centralized view of your performance, expertly manage your lists, and ensure that your campaigns drive ROI across the business.

Customer Support

Provide world-class support with a little help from automation

Support reps can’t be productive if they have to look up critical information for each incident or ticket. You can automatically send your reps the information they need to quickly resolve tickets and provide a consistent customer experience.

Data Management

Automate your way to actionable, up-to-date information

The days of manually exporting and importing data have passed. You can send data where it needs to go in the format you require, allowing you to centralize your data and gain new insights.

Tickets and Incidents

Use automation to resolve incidents faster

Your technical support team prefers to focus on technical tickets rather than administrative tasks. You can automate everything from ticket creation to routing and inter-team communication, reducing friction in incident management and increasing resolution speed.

How Bista Solutions Can Help?

Over the years, with strong ERP solutions, Bista Solutions has helped customers across industries simplify their processes. Our Odoo ERP Development services including this connector for Odoo and ShipStation aim to simplify the organization’s shipping processes. We will help you to incorporate this module and customize it according to your particular needs as well.

3+ decades of ERP Expertise
Most Awarded “Best Odoo Gold Partners” (2024, 2023, 2022, 2021, 2018, 2016 & 2014)
200+ Successful custom App development
250+ expert Odoo Developers
350+ successfully implemented projects
24/7 Support Available

Partner with Bista Solutions to unlock your business’s full potential through our implementations, tailored integrations, advanced digital transformation, business automation, and award-winning ERP solutions. Contact Us Now!

HERE’S WHAT THE NEWEST VERSION OF ODOO 14 OFFERS

by bista-admin
Oct 07, 2020
0
Category: odoo 14

Every year, Odoo releases upgrade and improvements to their software. This year too, they announced the new features and improvements offered by their latest upgrade, Odoo 14 version. Let’s have a look at what this upgrade offers:

Website builder–

The pandemic this year has increased the need for a robust online presence for brands. Keeping this in mind, Odoo has revamped its website builder and created a holistic system that allows you to design custom websites that could previously only be done with software like HTML, CSS, and JS. With the new website builder, you can now easily compress pictures for better image optimization, utilize adaptive color illustrations according to your theme colors, and use shapes to bring your design to life with just a few clicks.

Integrated spreadsheet –

Now, you can create a spreadsheet within Odoo. With this new view, you can pick a spreadsheet template and prepare plans, projections & forecasts directly in Odoo. Eliminating the need to switch between various platforms, you can also have all your documents saved instantly in your ERP system.

Data duplication and cleaning–

One of the common issues with several users using the same platform is duplicating data. Be it CRM, recruitment, contacts, or more, Odoo previously had a multi-step process to remove duplicate data. This involved exporting data, identifying duplicates, renaming, updating, and then finally filtering them for deletion. With Odoo 14, this costly and time-consuming process is now shorter. Your home screen will now have a data cleaning icon that can be used to quickly wipe out CRM copied leads or any other repeated data.

Odoo for Outlook–

Bridges your mailbox with Odoo database, and the calendars are also synchronized. This Outlook plugin automates the communication logging and helps track the team communications efficiently. It is also a priceless tool for traceable communication with customers or when employees switch organizations. You can utilize office 365 calendar synchronizing with this feature.

Inventory and stock management–

The new Odoo inventory helps check stock availability of the forecasted stock. Odoo 14 focused on efficient replenishment and manufacturing processes. You can also prioritize orders based on their urgency by easily accessing the raw material count required to fulfill an order. Adjusting quantities is also much more straightforward with convenient buttons that allow you to change quantities of products scanned through barcodes.

Online events–

As the world pivots to an increasingly virtual workspace, Odoo 14 now allows you to create events. Through these events, attendees can also select the talks they would like to add to their list of favorites and they can view precisely when and where the event is, and interact with other attendees in media rooms.

Record any activity–

Often, users want to share specific actions of Odoo and keep them on record for future references. To fulfill this need, Odoo 14, now lets you record your activities with the click of a button.

Documents-

With Odoo 14, you can now edit documents with ease. Let’s say you have a single PDF with all your vendor bills for the month. You can easily mail it to your database and split it with PDF cutter. Its new version allows you to keep the pages you want and share them with your accounting team.

How we can help you upgrade

If you are using the current or older version of Odoo. We can help you upgrade to this newest version seamlessly. To enjoy all these new features, get in touch with our team, and we can help you with the Odoo upgrade.

About us

We work with customers across industries to implement and integrate Odoo for them. Bista have over a decade of experience in implementing Odoo, and we take pride in being an official Odoo Gold Partners. We are also proud winners of Odoo Best Partner (Americas) for 2015, 2016 & 2018. We use agile methodology to provide a consolidated service throughout the various phases of the development of an enterprise solution. Contact us to book a free demo.

How machine learning can help prevent user errors in Odoo Accounting

by bista-admin
Sep 30, 2020
0
Category: Odoo Accounting, Odoo Apps

Odoo provides efficient accounting methods to manage and analyze your finances, but what happens if someone makes an incorrect entry in your Odoo accounting system? We created an Odoo module that understands your data, identifies anomalies, and helps you prevent damages. This unique module uses Machine Learning anomaly detection technology.

Human beings are always prone to errors, however if this happens with your accounting and invoices, it can cause unprecedented disruptions to your business. More often than not, it means that an unusual occurrence has taken place. This could be a human data-entry error, a tagging error or even user familiarity issues. These small errors can ultimately cause major changes in your balance sheet and reflect dramatically on your finances and balance sheets.

So, what are some common mistakes that your employees could make?

Error in entering invoice numbers or amounts
Incorrect assigning of costs on bills (taxed of untaxed amount)
Error in entering bill lines
Mistakes in attributing or tagging accounts
Oversights in verifying invoice numbers and costs

What does this module do?

This module understands your expense data patterns and uses machine learning anomaly detection to automatically identify anomalies in your data. This machine learning driven anomaly detection combs through vast amounts of data to identify and alert you for any rare minimum transactions, maximum trained data, or contamination ratio. Once identified, it reports these unexpected dips or spikes to you immediately.

Prevention is better than cure. A lot of times, employees could make errors mentioned above. We designed an Odoo module that safeguards you against all these accounting errors.

Understands your data – The module understands your accounting data patterns and registers them in the system to keep a robust track of the usual expenses and amounts that you generally enter in your vendor or customer bills.
Identifies anomalies in your data – It uses machine learning for anomaly detection of your data. It identifies any entry that breaks this pattern and falls out of the purview of your usual transactions, amounts, and expenses.
Helps you prevent damage – Finally, it combs through vast amounts of your data to identify and alert you for any unusual expense spikes or errors. Once identified, it reports these unexpected numbers to you immediately.

How does it work?

We train data with the existing set of the transaction for regularly entered amounts in bills and invoices.

After this, we use the test data, which is a matrix of current stock moves. This data is used to find a pattern of transactions from the trained data to be compared to.

When can you use it?

No matter which industry you operate in, this cutting-edge machine learning automation can be used for accounting anomaly detection across all industries. If your business relies on human data entry for you accounting needs, this module can help you avoid errors.

How can we help?

Over the years Bista has been helping businesses reshape their digital processes. One of the key practices that we take pride in is our Machine Learning developers who can seamlessly integrate your ERP system with intelligent technologies like Artificial Intelligence and Machine Learning for your business.

Contact us for more details.

ITAR compliance software for Defense and Arms Industry

by bista-admin
Sep 30, 2020
0
Category: Odoo Integration

As a defense manufacture or supplier, it is extremely crucial to comply with various regulations set in place by the Directorate of Defense Trade Controls. One of the key regulations that defense companies need to comply with, is International Traffic in Arms Regulations or ITAR. ITAR is a set of regulations pertinent to the export and import of defense articles, services, and technology. Keeping this in mind, it is also important that defense manufacturers adopt an ITAR compliance software.

We understand the importance of ITAR compliance

We understand ITAR no other partner. We can customize the ERP software into an ITAR compliance software for you. Over the years we have worked with stalwarts in the defense industry to make sure that proprietary equipment or technology belonging to the U.S. Military does not make its way into the hands of a foreign nationals.

We understand how confidential your data is, which is why we have a trustworthy team of developers that treat your data integrity and privacy as paramount.

Why you need an ITAR compliance Software

What an ITAR compliance software can do for you

So, let’s have a look at what an ITAR compliance software can do for you:

End to end data encryption – An ITAR compliance software can be encrypted from end-to-end so that your work process and bill of materials are safely stored. This data encryption also protects your product related data so that the confidential data about raw materials and works operations cannot be seen by anyone outside USA.
Approved or denied party checks- An ITAR compliance software can validate customers for you and make sure that shipments and sales orders only go to approved parties after ATF approvals. The software creates a database of denied or approved parties and ensures that only ATF approved customers orders are processed.
Licensed customer application checks – An ITAR compliance software can help you to identify, escalate and resolve any customer licensing issues. The software monitors and reports the consumption of licenses by orders and manages license consumption. Since all crucial customer information is recorded in this software, it can use data to confirm sale orders if the customer licence is valid or expired.
Management of regulated parts or products – An ITAR compliance software stores information about all defense manufactured products and indicates which regulation and regulatory body covers the part or material. Through a robust product configuration and multiple serial numbers, it also helps manage the classification or rating within that schema which applies to it.
Management on the assembly level – If manufacturers are handling orders for assembly, an ITAR compliance software can easily record the parts within that assembly and the extent to which they are covered by different export regulations and commodity jurisdictions.
Secure document storage – Many documents for control items have licenses can only be viewed by certain authorized personnel. An ITAR compliance software has an robust native document management functionality that is best suited to export control.
Compliance with international requirements – Exporters often have operations in other countries, most of which have their own set of export controls regulations. An ITAR compliance software verifies the customer information before they are shipped to them.

How we can help

We at Bista understand the criticality of regulations and data in the defense and arms industry. With a fully integrated suite that allows D&A manufacturers and distributors to manage their supply chain, CRM, manufacturing, companies can easily comply with regulations and avoid any uncertainties.

With a unified ITAR compliant ERP system, we can help manufacturers and distributors create a streamlined approach, manage orders, checks against third-party lists, transactions and other activities.

If you would like to work with us to implement defense and arms ERP software for your business, please feel free to reach out to us on sales@bistasolutions.com or at +1 (858) 401-2332.

ODOO EXPERIENCE 2020 IS HERE!

by bista-admin
Sep 30, 2020
0
Category: Event

Odoo Experience is an event where speakers and tech leaders from all across the world give presentation and share how Odoo has benefitted their business. Ranging from Odoo best practices to functional capabilities and business growth, Odoo Experience is the go-to platform to understand how Odoo can help you succeed.

This year, the two-day event will be held online and joined by industry stalwarts for a holistic virtual experience. From community meetings to inspirational talks and virtual presentations, Odoo Experience 2020 will be a unique learning and training experience. One of the key highlights of the event this year will be the launch of Odoo’s latest version – Odoo 14.

The event will also have lots of workshops where attendees can learn how to use Odoo to the fullest. You learn how to design websites, use Odoo spreadsheets and use the timesheet app.

Bista is at Odoo Experience 2020

We are also proud to share that we will be participating in this biggest open source enterprise software event. Last year, our Chief Technology Officer, Faisal Basar shared insights on how automating existing business models and redesigning operational processes with Odoo transformed our client’s business. He also delved into how the future of manufacturing will be driven by remote monitoring, predictive maintenance, and virtual repair capabilities – all running on one easy to use tool (Odoo).

Have a look at last year’s video

What are we talking about?

With over 18 years of international experience in the technology industry, Faisal Basar is a software expert who co-founded Bista Solutions, which is amongst the top partners of Odoo. As the CTO of Bista Solutions, Faisal has gone to the length and breadth of the world to evangelize Odoo as the to-go platform for integrated business needs. This year at Odoo Experience 2020, Faisal will be speaking about how machine learning can help strengthen Odoo to prevent user errors.

The talk focuses on a module that we designed to safeguard users against all these errors. This module understands your data, identifies anomalies and helps you prevent damages. From warehouses in manufacturing factories to delivered products in retail, this cutting-edge automation can be used across all industries. If your business relies on inventory or raw materials, this module can help you avoid errors in stock inventory. After this, we use the tested data, which is a matrix of current stock moves. This data is used to find a pattern of transactions from the trained data to be compared to.

Don’t forget to register and join us for this talk on Studio7 – 30^th September, from 3:30 PM 4:00 PM (EDT)

Reach out to us after the talk!

Over the years Bista has been helping businesses reshape their digital processes. One of the key practices that we take pride in is our Machine Learning developers who can seamlessly integrate your ERP system with intelligent technologies like Artificial Intelligence and Machine Learning for your business.

Contact us to know more about how we can help transform your business.

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